Sol-degen-ero 1%er #ALM

The feeling when you have majority of your net worth in united states dollars waiting to be deployed after the crash that’s unfolding in real-time, first with crypto, then with equities, to make you a billionaire next cycle, as you’re vacationing in south east asia with local celebrities smoking aged cuban leaves. Actually hyperliquid.

Shakeout. Blue and red never stop the green $$$.

Notice how it’s the people not winning talking 24/7 about how unfair everything is. More winning, less bitching

🚨 PARAGUAY 🇵🇾 RIOTS IN THE STREETS AFTER 3 MILLION PEOPLE GOT LOCKED OUT OF THEIR OWN MONEY The central bank shut down Ueno Bank, one of the biggest banks in the country. 3 million customers. About 60% of all adults in Paraguay. Salaries. Pensions. Savings. FROZEN. No app. No cards. No ATMs. Even $380 million of the state pension fund is stuck inside. Covid locked people inside their homes. This locked them out of their own money. Then it turned POLITICAL. President Santiago Peña, the right-wing friend of Milei and Kast, was a SHAREHOLDER in Ueno's holding company until 2025. And the man he picked to run the central bank in 2023 used to run Ueno. Within 24 hours: • the central bank chief signed his resignation after Peña asked for it • Ueno's CEO handed himself in to police, 5 more executives DETAINED • crowds in central Asunción demanding Peña's exit • the opposition pushing to impeach him The last time Paraguay's banks broke, in 1995, more than half of them went down. If you want the parts of this story Paraguay's government would rather you never heard, follow me.

AI could create extraordinary wealth. But telling a generation that abundance is coming while they can’t afford a home or start a family is how you lose their trust. I’m incredibly optimistic about what we can build. People need a meaningful stake in it.

ok but how did peter thiel see it all coming and do everything right

FYI nobody in Gen Z “won” today. You still won’t be able to afford a house before 40, statistically, and neither compromised political party is going to fix that. One side gives money to boomers, the other wants you unemployed, controllable and on benefits. We’re cooked.

I'm telling you guys - this Dem sweep is not nearly as bad as some of you think.

David Friedberg (@friedberg) predicted socialism could win the White House and both chambers of Congress because young Americans can't afford anything: "There's no conversation about what the alternative is." "If I'm young, I'm one of the 45 million people that graduated in the last 10 years. I can't pay my healthcare bills. I can't pay my rent. I can't buy food. I'm like, of course socialism... What are the other options?"

We're going to see a lot of attacks on Elon Musk in the coming months. Let's be clear about one thing: Elon is the hero of the West, and one of the only real hopes we have left (at this level). Think about what this man has actually built. Rockets that land themselves and fly again. A car company that forced an entire industry to change. Satellite internet that reaches places governments forgot. And now the boldest bet of all: making humanity multiplanetary. Every one of these was called impossible. Every one of them happened anyway. He didn't do it with permission. He did it against regulators, against the press, against Wall Street short sellers, against an establishment that never stopped betting on his failure. He put his entire fortune on the line more than once. Most people protect what they have. Elon risks it all to build what doesn't exist yet. And beyond the companies, there's the philosophy. Civilization is worth defending. Free speech is non-negotiable. Progress is a moral duty, not a luxury. The future should be bigger than the past. That's the vision the West forgot, and he's one of the few people still carrying it at full scale. So when the attacks come, and they will, remember who's actually building. The critics write articles. He launches rockets. The West needs to stand behind him. All of it. His project is right. His philosophy is right. Support him in every way you can, loudly, without apologizing for it. Because when we finally get out of this mess, I have no doubt he'll be one of the people who got us there.

Texas won't torpedo its datacenter industry, but it will introduce some delays while it works through finalizing legislation to make datacenters more palatable for its residents. This would mostly affect capacity scheduled to come online in 2028 versus 2027. In the meantime, because datacenter location is fungible to a degree, CSPs and neoclouds can pivot to other regions with less opposition / permitting delays. This could push out maybe 5-10% of total 2028 datacenter capacity scheduled to come online in 2028 by 2-3 quarters, which is hardly catastrophic. Now, if Anthropic and OpenAI keep up with their braindead messaging of AI will take all your jobs, hack all of your bank accounts, and eventually send a T-1000 to your house to kill your entire family, then yeah we might see more widespread pushback and a catastrophic slowdown. Hopefully they aren't that stupid.