My short-term macro Bitcoin thesis: The Fed ends QT on December 1, 2025. Repo stress (SOFR at ~4.2% (recent highs), SRF at ~$50B record, reserves at 5-year lows) is poised to force balance sheet expansion in Q1 2026. Liquidity is incoming. This is bullish for Bitcoin: Global liquidity is projected to rise from 60 to 70/100 by mid-2026 (CrossBorder Index). The rollover of $10T US debt + synchronized central bank easing = the biggest structural liquidity wave we've seen since 2020. Bitcoin is the purest liquidity play. US M2 $22.2T in September, up ~4.5% YoY. Forecast: $23T+ by YE 2026. Money supply is now expanding faster than inflation. Bitcoin is priced in shrinking fiat units. FY2026 Spending: $7T, up 7.7% Interest Payments: $1T Deficits: 6.3% GDP Monetary policy subordinated to financing the treasury = fiscal dominance. Bitcoin is the optimal hedge. Repo demand is estimated to be >$1T (cash-futures basis trade). QT’s $95B/month relief is insufficient. NY Fed President Williams: “May soon need to expand balance sheet for liquidity needs." 2019 playbook: repo crisis → $500B QE → Bitcoin +300%. Today: structurally larger stress, RRP near zero, larger deficit. Same trigger, bigger outcome. QT is dead. QE is back. M2 is rising. Deficits are structural. Global liquidity will surge. Bitcoin is pristine collateral in a debasement supercycle—the optimal macro setup for the purest expression of global liquidity and monetary truth.

Fiat is based on the ridiculous notion that you can enjoy limitless debt growth in a closed, finite system. To blame capitalism for state policy failure is a degrowther strawman and lie that ignores optimization and dematerialization: 1 smartphone replaces 15 devices, using fewer resources per function.

Why I am not a democratic socialist: The "oligarchy" decried by the Democratic Socialists of America isn't a product of free-market capitalism. It's a product of corporate socialism and broken money. Regulatory capture, corporate welfare, and monetary/fiscal stimulus are the lifeblood of entrenched elites. Corporatism and cronyism thrive in our so-called "mixed economy." Socialists rightly view our Keynesian welfare state and Cantillonaire central bank as a broken system. And yet, their fix to reduce wealth inequality is to further expand and empower that broken system. Inflation is inherent to our fiat monetary system. US M2 growth explains ~70% of CPI variance since the 1970s (FRED/St. Louis Fed long-run regression 1971–2024: R² = 0.69–0.72). Entitlement programs meant to help people afford groceries and healthcare drive monetized fiscal deficits and, ironically, long-term economy-wide inflation. Entitlements account for 61% of federal spending ($54.4T projected over 2026–2035) and fuel our $1.9T deficit in FY 2025 (CBO). The lower class bears the brunt of this policy-driven inflation—especially when food and energy costs soared 20–30% during the Biden administration (BLS CPI, 2021–2024)—because they lack financial assets. Calls to tax the rich and expand the welfare state inevitably follow. This is immediately met with a surge in debt growth (~$38T or 122.6% of GDP, 2025). The Fed artificially lowers rates to roll over this debt, and money printing stimulates the economy. Inflation accelerates. Cost of living crushes families. Wealth inequality steepens. Calls to tax the rich ring out once again. The vicious cycle repeats and runs alongside catastrophic systemic strains on the federal budget and tax base. Dependency Crisis: 1 in 3 Americans—over 110 million—are on entitlement programs like Medicaid and SNAP (Census/CMS/USDA). Benefit cliffs disincentivize socioeconomic advancement and correlate with higher fertility among the poor (1.8 vs 1.6 births per woman, CDC 2023). Tax Base Erosion: High-income filers ($100K+) show net migration losses from high-tax CA/NY to low-tax FL/TX. The tax burden rises on a smaller base (IRS). Fiscal Cost of Migration: Millions enter the country (~2.6–2.8M net in 2024, Census/SF Fed) and impose $177B+ in state and local costs (CBO 2024–2034). Affordability crises caused by government spending, money printing, and a failing tax base cannot be solved by more of the same. Sadly, this acceleration of a broken system is exactly what the economically and historically ignorant socialists just voted in.

America is culturally, ethically, and historically a Christian nation. Culturally: - Christmas & Easter federal holi(holy)days - “In God We Trust” motto - “So help me God" - Sunday-excepted veto (Art. I §7) Ethically: - Liberty of conscience (Art. VI) - Imago Dei (Declaration of Independence) Historically: - Founding-era state Trinity oaths - 60-90% of Americans

FDR was THE most authoritarian and far-left President we've ever had: - confiscated private gold - interned 120,000 citizens without due process - fixed prices and wages via NRA codes - proposed Supreme Court packing - permanently eroded civil and economic liberties over 4 terms The modern resurgence of authoritarian leftist cultural and economic principles reflects a fundamental misdiagnosis of the true problem: Broken Money.

If a person is telling you to vote against billionaires, then it's probably in their best interest not to vote at all. Liz Simons, Preston Werner, and the Soros clan supported Mamdani. Billionaires back all major candidates in critical US races. Wealth knows no ideology.