No better way to start the year of recording than sitting down with my good friend @Parker Lewis to discuss what lies ahead in 2025. There’s too much debt, not enough dollars and at some point the hens are going to come home to roost in the form of a liquidity crisis.
Staring straight into the sun. Highly recommend. image
Elon is turning X into a safe space. Pretty woke.
Not falling for Project Blue Beam
The speculative attack is on. @Nik Bhatia explains how it’s happening via the corporate debt market as we speak. Must listen.
Treasury yields up alongside commercial real estate mortgage backed securities delinquency rates. Wouldn’t be surprised if there’s a banking liquidity crisis on the horizon. image
2025 will be the year of acceleration.
My goal in 2025 is to be even more militant about widespread bitcoin adoption. The world is immersed in chaos and nothing can be fixed until people understand that the money is broken and they need to adopt the solution. Fix the money, fix the world.
If you watch one thing today, make it this.
The mass of men lead lives of quiet desperation and it is because they don't see a way out of the nihilistic rat race created (unknowingly to most) by the money printer. This is the root of the problems in America today. Everything else is noise. View Article β†’