So I recently sold all my houses, cars, and most of my physical assets. Told some friends and… well they all think I lost my mind lol I’m not saying world’s gonna end tmr. Those who know me know I’m actually annoyingly optimistic. People say we’re already in a recession but I genuinely think the real correction hasn’t even started. And honestly a crash you’re prepared for is just opportunity. Prep the cash flow now and be ready when it hits. Few months ago I tweeted a 1920-1939 side by side with 2020-now and I was like aha this earth simulation game isn’t even trying to be surprising. America First was literally a 1920s slogan. Middle class getting wiped, kids going hard left, the right cashing in on the backlash, yada yada. Same movie. They didn’t even bother changing the lines. But it’s not just the 1930s. This “coincidental” pattern keeps showing up Every time in history you get this specific set of things at once: > “empire” past its prime but won’t admit it > up and coming power that stopped playing nice > new tech nobody has rules for > wealth gap gone cartoonish > globalization reversing > institutions bleeding trust while pretending everything’s fine UNFORTUNATELY, it’s never ended quietly. Crash, war, usually both. Looking back, 1890-1914 literally looked unstoppable. > globalization booming, tech changing everything > markets ripping, rich getting richer, international trade at record highs > everyone convinced world had become too interconnected for a major war BUT then reality arrived. > 1914 WW I, 1918 spanish flu, 1921-1923 Weimar hyperinflation, 1929 great depression 1939 WW II. Just imagine you’re a civilian living in between any one of those events, literally each one felt like the worst thing that could happen until the next one hit. And I know how this sounds. This random green cat on X reads a bit of history and suddenly thinks the sky is falling. i would’ve scrolled past this a year ago too lol. But just look at how familiar the setup feels rn. A debt spiral. A rising challenger. AI detonating entire industries. Institutional trust collapsing. Millions of young people looking at the future and deciding they got sold a lie. You see it too right? That’s usually not when history calms down. And sure, you’ll say the system survived 2008. Central banks have the tools. The world’s too connected to actually break. You know who said basically the same thing? Everyone in 1913. A famous economist Norman Angell wrote a bestseller arguing war between major powers had become impossible because their economies were too intertwined. And guess what? A year later they were at war. The irony is he wasn't even wrong. The thing everyone pointed to as proof the system was safe ended up being what made the fallout global. Look at the positioning now. Stocks at all time highs. And everyone, I mean everyone, priced like things stay calm forever. Markets, governments, companies, all quietly betting on stability while the ground under it gets shakier every year. Trigger? No idea. Nobody ever knows. Franz Ferdinand (the dude who got shot and basically started WWI) wasn’t on a single dashboard in June 1914. So yea, I sold most of my illiquid assets. Still got stocks and crypto. Stocks prob exiting before end of year. Maybe I look crazy for a year or two. But I’d rather be wrong than be the dude on his knees in financial ruins asking God why he saw the train coming and stayed on the tracks anyway. “This time is different” is probably the most expensive sentence in history. And lately it’s the only thing I hear. And before someone says I’ve lost my mind, ask yourself something. Why do so many billionaires keep buying land in New Zealand? Why do people with private jets, intelligence briefings, and more money than they’ll ever spend keep building backup plans? Maybe they’re paranoid. Maybe I’m paranoid. Or maybe ordinary people are always the ones told everything’s fine right before they become fuel.

Gonna share my 2026 hedging thesis (long tweet warning) I call it: how to get paid even if crypto bleeds and tech beta starts vomiting into year end. Strictly my personal opinion. All info below are based on PUBLIC sources. Not financial advice, DYOR With crypto potentially facing another 20-40% drawdown into year-end, I’m increasingly convinced that select oil and tanker equities are one of the cleaner hedges right now. AND NO, this isn't another tweet about gambling long or short on crude. The play is shareholder yield: dividends, supplemental dividends, and buybacks, backed by strong free cash flow, manageable leverage, and real asset exposure. Sized right, the basket could return 20-30% cash this year. My thesis is not “which oil stock does 2x or 5x.” It’s defensive: these companies are generating exceptional cash in the current freight and energy setup. Many run with low single-digit net debt to EBITDA, and select names can deliver double-digit shareholder yield through 2026 if rates stay firm. That’s real cash flow while crypto chops, and honestly I’d rather have that than be all-in into tech growth names that offer zero yield buffer when risk assets correct. Buying now can still qualify you for upcoming quarterly dividends, but you need to own shares before the official ex-date. Make sure you check share buyback policies too, because that’s where the real combo comes from: dividends + buybacks + potential share price gains. ALSO AN IMPORTANT TAX NOTE everyone should know: > US taxpayers: want the lower qualified-dividend tax rate instead of getting cooked at ordinary income rates? Usually you need to hold shares unhedged for 61+ days within the 121-day window around the ex-date. > Non-US investors: normal US dividends can get hit with a 30% withholding tax slap. BUT many tanker names are foreign-domiciled, so the tax haircut can be much lighter. Don’t be lazy though, check domicile, broker, and local tax before celebrating. The near-term dividend window is worth watching, but I’m separating confirmed declarations from forecasted ex-dates. Confirmed/recent shareholder-return updates: > ASC announced on april 29 (literally yesterday) that it is doubling its payout ratio to two-thirds of adjusted earnings, effective Q1 2026. Q1 MR spot TCE was around 33.7k/day, and Q2-to-date was around 50k/day. Dividend amount/date still needs official declaration. > Var Energi (OSL:VAR/VARRY) has a confirmed 300M Q1 2026 distribution payable June 12, with another 300M guided for Q2. > Eni (E/ENI.MI) confirmed a 2026 dividend of €1.10/share and raised its buyback plan by about 90% to €2.8B. > TTE raised its first 2026 interim dividend by 5.9% to €0.90/share and doubled Q2 buybacks to $1.5B. Not a May/June capture name, but good shareholder-return ballast. For the tanker watchlist: > DHT has one of the cleanest payout formulas: 100% of ordinary net income as quarterly cash dividends. Q1 payout/date still needs declaration. > TRMD’s last official distribution was $0.70/share. Any May dates floating around are watchlist inputs until TORM officially declares. > FRO paid $1.03/share for Q4, and Q1 looks strong with VLCC days booked around 107.1k/day. But the next dividend is still pending. > INSW’s most recent payout was $2.15/share combined ($0.12 regular + $2.03 supplemental) for Q4 2025. Next payout depends on Q1 results. > HAFN (product/chemical tankers) raised its latest quarterly dividend to $0.1762/share and is seeking a new 10% buyback mandate at the 2026 AGM. Next payout pending. > STNG is more buyback + quality product tanker exposure than a huge dividend-capture name. > NAT has visible variable yield, but I’d treat it as higher risk. The basket has 4 buckets: Variable/formula-based tanker payouts: ASC, DHT, TRMD, HAFN, FRO, INSW, NAT (highest dividend torque in the basket, but also the most variable) Product tanker buyback discipline: STNG (still shipping exposure, but more buyback + quality operator than huge dividend capture) Big energy shareholder-return ballast: SU, TTE, E/ENI.MI, CNQ, REPYY/REP.MC, OSL:VAR/VARRY (less sexy, but more grown-up hedge: dividends, buybacks, scale, and balance sheet durability) Buyback/growth oil names: VIST, ATH. TO (not dividend names, but buybacks can still create shareholder yield without sending you a cash dividend) see the table below for the full visual overview with qualification/timing notes on every name (including higher-risk examples like PBR) IMPORTANT: this is not a free dividend glitch. Stocks often adjust down around the ex-date, sometimes more than the dividend itself. variable dividends can disappear if rates collapse. Buybacks only matter if management buys at sane prices. So, the setup I like: own cash-return machines while the market is still underpricing how long energy cash flow can stay strong. Why this hedge over the usual alternatives: > tech stocks: still risk-on beta, no yield buffer > bonds: help in recession, messy if inflation/oil risk stays sticky > cash: safe but real returns are unexciting > long dated puts: clean hedge, expensive theta bleed if timing is wrong The tanker angle is different because strong Q1/Q2 cash flow can come back as dividends, supplemental dividends and buybacks. (not fixed, but in the right rate environment, cash returns fast) Even if Hormuz reopens tomorrow, the system doesn't reset overnight: > inventories still need to rebuild > refined products can stay tight > trade routes can stay inefficient > Q1 cash flow already happened > Q2 rates are the next thing to watch Crypto for asymmetric growth, oil-linked yield for cash flow ballast. I don't need every hedge to 5x, sometimes the boring trade just keeps paying you while crypto does whatever crypto does.

If you want to stop losing money on trading the hype every time a Hormuz headline pops up, here’s what I look at every day instead: > daily tanker transits through the strait > Asian crude inventories > diesel/gasoline/jet fuel draws > refining margins > product tanker rates > Brent-Dubai spread > war-risk insurance premiums these signals tell you more about the next 4–8 weeks than any headline. better than candle astrology and much better than kols cosplay-trading “insider sources”

every revolutionary movement follows the same arc: 1. idealists build something because the old system failed them 2. it works. attracts people who want the benefits but not the philosophy 3. money enters 4. mainstream users outnumber originals 100:1 5. ABSORPTION, the product evolves to serve the majority, loses “soul” 6. the originals feel betrayed, go underground or leave punk rock did this, open source did this, the internet did this, crypto is doing it right now. But the absorption is never total. encryption was classified as a literal weapon, cypherpunks fought a legal war just to export PGP, now E2E encryption is default on whatsapp alone for 3 billion people. Linux never won the desktop but it runs every server on earth. the revolution didn’t “die”, it just gets absorbed so completely nobody remembers it was one. Crypto has two paths from here. Path A: Absorption. 99% buy bitcoin through ETFs. AI agents settle payments on-chain because they can’t open bank accounts. crypto becomes invisible plumbing. nobody calls it “Crypto”, nobody cares about the philosophy, but permissionless rails run underneath everything. Path B: cascades of war, sanctions, currency collapse, institutional failure becomes a lived reality for millions at once. sovereignty stops being philosophy and becomes survival. the cypherpunk ethos stops being a subculture and becomes the default because the alternative already failed. the difference between path A and path B is just one crisis nobody saw coming. most people are only pricing in path A.

google: “we can crack bitcoin in 9 minutes and 2029 is deadline to figure out a solution” you know we’re near bear market lows when quantum fud starts trending again. But their best chip has 105 qubits, the attack needs 500,000. that’s like a guy with a ladder saying he’s going to the moon. ETH’s been prepping since 2018, BTC has draft proposals (BIP-360) but no coordinated plan yet. So next 5 years realistically: > quantum hardware improves, stays nowhere near attack-capable > ETH finishes migration first, pressures btc to move > BTC community starts seriously pushing BIP-360 > Satoshi’s coins become the loudest talking point forcing urgency (bottleneck isn’t crypto, it’s consensus) What you can do: if you hold coins in old wallets or addresses you’ve already spent from, pay extra attention. those have exposed public keys. Beyond that: > don’t use taproot (bc1p) for long-term cold storage > use native segwit (bc1q). your public key stays hidden until you spend > this doesn’t make risk zero, but it greatly reduces your exposure window THIS IS NOT a doomsday story. If you sell your bag over quantum fud in a bear market and miss the next ath you have no one to blame but yourself lol. same energy as the people who panic sold at 16k over ftx in 2022. Breathe! Accumulate!! we’ve seen this movie before.

relax AI won’t take your job, it’ll just take your weekends your sleep your hairline and eventually your pulse. let me explain with a wall street love story: > you’re a 1976 Wall Street trader > pen and index cards, screams orders into a phone pit > handles 1 sector. goes home at 5 > 1985, you get a computer, real time quotes, electronic execution > now handles 3 sectors. goes home at 8 > 1999 you get the internet, scans global markets from your desk > now covers 5 sectors. goes home at 10 > 2026, you get AI, does the research of a whole analyst team solo > now does the work of 10 people. doesn’t go home > you’re now the most productive trader who ever lived > you die at 43 > but hey at least you were productive > they’ll replace you when you’re dead though so don’t worry about that part

Crypto might be the only industry that celebrates each other’s deaths more than its own wins. tradfi scams outsiders, yet Crypto scams itself. and we still wonder why liquidity never sticks around. but history has taught us clear enough, real revolutions are always ugly, slow, and brutal before they become beautiful. yet I still believe, the Cypherpunk Renaissance is coming - not as hope, but as destiny. and when it arrives, we will remember who the real enemies always were. we will stand together, and the old system will fall.

Can you believe the nation that invented the stock exchange in 1602 is now about to tax money you haven't made yet? We’re officially in a Schrödinger’s cat economy. Your profits exist and don't exist at the same time. At least the cat had 50% chance of being alive. But your unrealized gains? You're up, you hold, it crashes - haha too bad, tax was already charged. Congrats, you now have a loss on top of a loss. Double dead cat. Scientists: "you can't observe the outcome without opening the box" Dutch government: "what if we just taxed both outcomes and let the peasants figure it out” 🤡 and the best part? the rest of the EU is watching. France is broke. Germany is broke. Italy is broke. They just got a proof of concept. give it 5 years and europe will speedrun civilization backwards. 1602: invent stock exchanges 2028: tax imaginary money 2035: ban speculation entirely 2040: back to trading carrots for apples renaissance → enlightenment → industrial revolution → taxing imagination → bartering turnips 400 years of financial evolution. Haha fuck you, ctrl+z. at least in the ancient world they only taxed real grain.

I didn’t expect an article this long to reach millions in today’s 3-second attention span economy. I’ve read every single quote and comment. To be honest, I’m overwhelmed. I’ve never felt this much warmth on this platform. And I’m just deeply, sincerely grateful. Thank you, truly. I’m not much different from anyone else who just entered this space. The only real difference is that I’ve bled more. I’ve lost more. As a Christian, my faith gave me this habit of constant reflection, and forced me to look in the mirror and face the rot inside me. It gave me a way out when I was drowning, and eventually, that became my redemption. Crypto was meant to be about anarchy. It was meant to be the middle finger to the gatekeepers in suits who think they’re better than us. That spirit feels dead lately, but I still believe in it. I have to. This space changed my life, and I’ll keep building here until the wheels fall off. But I’m not going to pretend I had some perfect journey. In my early years, I got absolutely fucked by Ponzis. I couldn't control my greed and lost most of my early Bitcoin (thank you, MMM). I was just a naive kid. Every time I think about this part, I want to apologize to my mom. She had zero clue what I was actually doing. I was literally sneaking out every other night to act as a middleman in Vancouver’s nightlife. I was sourcing and flipping Moutai, whiskey, and expensive cigarettes to rich Chinese university students. I was the one brokering the VIP tables and getting people through the door. Honestly, I was just really good at getting rich kids to come to parties. I know people look down on that kind of "job." It isn't something people proudly say like "I worked at Google." But I’m proud of it. I was literally making an entry-level Google salary as a teenager just by being a better hustler than the adults. Without that hustle, I wouldn't have anything I have today. That revenue stream was the only reason I could keep buying back into Bitcoin. I was sitting on a level of wealth I had to hide from my parents for years. No parent in their right mind would let an underage kid handle that amount of wealth. I’ve never known what it’s like to get rich quick overnight. For me, it was always a long, grueling season. The closest I ever came to “getting rich overnight” was thanks to Cryptokitties. Watching my kitties flip every day for weeks while ETH was mooning... that was the first time I actually felt like I’d made it. But the scariest thing is when God gives you a "trial card" to see a world you aren’t ready for, only to snatch it back and throw you to the bottom. In late 2018, when prices had dumped to a devastating low (again...), I had to go right back to the middleman business to get more bullets. But that time, I was different. My faith had shifted my perspective. I wasn't just chasing a high anymore. I knew, with everything in me, that crypto was the destiny I was meant to build. If you're at your lowest right now, don't let the ego stop you. I've been in those dark times too. Nothing is "too tacky" when you are grinding to fund your vision. Whether you're hauling inventory, flipping goods, or doing the gritty backend work no one else wants to touch - do what you need to do. Tell those who try to shame you to fuck off. Because when you finally make it one day, they will all come back to you acting like they were your biggest fans from the start. The people judging you from the sidelines aren't the ones who are going to change your life. You are. Keep building. I'm right here with you.

If you want to stop impulse trading, a quick hack is to just go date people. I’m not joking. This actually works. (unless you’re married then just ignore this) I discovered this by accident during a phase where I was making absolutely dogshit trading decisions. Since then, “go date someone” has basically become an external part of my trading system. Because impulse trading isn’t really about charts or setups. It’s about getting trapped inside a sick mental tunnel against yourself. Your attention locks onto one anchor, usually the chart, and your emotions start looping. Greed, anxiety, hope, regret, all feeding each other. Once you’re in that state, using pure mental power like “discipline” or “strong willpower” to pull yourself out is almost impossible. It's like trying to tell yourself to stop thinking about a pink elephant. The more you try NOT to think about it, the more… you think of a pink elephant! I tried everything to break the cycle. Strict rules. Trading journals. Even stupid sticky notes on my desk screaming “DON’T DO IT”. Obviously, getting brutally liquidated multiple times did toughen my mentality. But that’s NOT something you can strategically repeat or rely on. It’s too destructive. Anything lighter, anything that doesn’t seriously fuck up your life, never worked consistently for me. Then something unexpected happened. A friend set me up on a blind date right in the middle of a trading day. I was pissed at first. I was still pulling out my phone every 10 minutes, checking charts like a maniac. Then she casually asked, “btw, are you into techno?” My brain just stopped. For the first time in weeks, I completely forgot about the charts. 3 hours straight. The dopamine hit from human connection completely overrode my trading obsession. Think about it like this. When you try to suppress trading urges (aka human nature), it's like pushing a beach ball underwater. It ALWAYS pops up with more force. So instead of trying to FIGHT human nature, you GO WITH IT. STOP trying to kill the desire. STOP trying to erase the energy. You REDIRECT the same energy to something else. JUST CHANGE THE TARGET. This isn't about willpower. It's about understanding that your brain needs something engaging to focus on. And faces are literally more engaging to our brains than charts could ever be. I started scheduling dates strategically during my most impulsive trading periods. My trading account literally grew more when I was actively dating because I made fewer emotional trades. The best part is you don't even need successful dates. Just the act of getting out and connecting with someone new (and someone you like😉) breaks that obsessive cycle. For married folks, maybe schedule intense social activities instead. Anything that FORCES you out of your trading bubble works. The truth is, we all know WHEN we're entering that dangerous trading mindset. We just IGNORE the warning signs. So next time you feel yourself getting sucked into chart-watching obsession, close the laptop and go on a date. Your portfolio will thank you. And hey, you might just find someone special in the process😉 Trading discipline through dating might sound ridiculous. But it's literally become an essential part of my trading system.

People think the secret to trading is learning more strategies, more macro, more charts. They’re wrong. The real breakthrough happens when you finally stop staring at candles and start staring at the broken parts of yourself. Your fear. Your ego. Your damn inner demon. I always tell friends, half-joking but also dead serious: you need to get liquidated 3 times before you ever become a profitable trader. Because “winning” isn’t making money. Winning is keeping that money next year without blowing yourself up again. I survived 3 near-death blows in crypto. After each shitshow I genuinely believed I finally figured it out. I told myself I was mature now, disciplined now, ready now. Then the market punched me in the face again and made it painfully obvious I wasn’t. I couldn’t keep the money because the weak, pathetic version of me was still breathing. And until the market beats those versions of you to death one by one, you will keep throwing your wins straight back into the fire. I didn’t made this up. Every field that studies human nature agrees on one thing. Psychology. Philosophy. Religion. They all say the old self must die. Jung calls it meeting your shadow. Nietzsche calls it killing the false you. Buddhism calls it ego-death. The Bible tells you to put off your old self and become new. Different languages, same truth. You have to die before you can actually live. In trading (and in life), “death” is moment you lose not just money but your ego. It’s the part that panics, chases, and lies to itself. “Rebirth” starts the moment you tear yourself apart and look at your own broken pieces from a third-person view. Your personality. Your strengths. Your weaknesses. Your desires. All the shit you’ve been too scared to look at when life was going well. It’s in that dark, cracked-open space where you finally start seeing what actually fits you. What you’re built for. What you truly want. What your life could be if you stopped lying to yourself. People say true happiness is when your talent, your interests and your effort finally point in the same direction. You can only find that direction after you’ve been cracked open. Most people never reach that point because they never break enough to see it.

I got liquidated 3 times until I started making money in trading. Everyone says find a strategy, build “discipline”, then you’ll make money. This is the most bullshit and misleading advice of retail trading. Because discipline can NEVER be “practiced” into existence like a habit. You CAN'T train it like a sport where repetition makes you better. That fake discipline works fine until real pressure hits, then you completely fall apart. No strategy will ever work on you if your mind is the weakest part of your setup. Because here’s the ugly truth👇 > If life hasn’t broken you (multiple times) before, you simply don’t have the psychological resilience to REPLICATE the discipline in traders you admire. > Their strategy works because it’s PAIRED with a level of INNER RESILIENCE most haven’t earned yet. > The calm you see in profitable traders wasn't “practiced.” > It was forged from surviving enough PAIN that their old instincts had NO CHOICE but to DIE. > Their discipline came from DESTRUCTION, not DETERMINATION. > With luck and fake discipline you can make money, but you sure as hell can’t keep it for long. So HOW to get "REAL" discipline?👇 > You cannot “gradually” grow discipline over time. > It happens very suddenly and violently, usually at your lowest point when your old self finally gets ripped apart. It’s like arguing with someone. Some people stay ice cold and say exactly what destroys the other person. Others break down crying. The difference isn’t “self control.” It’s that the calm one has already survived far worse, so this moment means nothing to them. Chaos doesn’t touch them because they’ve seen bigger storms, not because they “practiced patience.” So if you're in your lowest point right now, don't waste it👇 > People don’t get many chances in life to experience metamorphosis. > If you waste all that emotional energy attacking the world or pushing away the people who love you, you’re burning fuel that should be used on yourself. > Put that energy into your own damn evolution. > Put it into the quiet moments where you sit down and actually face your shame and fear. > Start by writing down the 30 things you are most afraid of or most ashamed of. > It sounds small, but it’s huge, because the version of you who is “doing well” would never have the guts to face that list. A lot of people think the secret to trading is more strategies, more macro research, more knowledge. They’re wrong. It's stepping completely outside of trading to recognize and accept your broken parts. Your demons. And STOP studying people's success! Study how they survived their lowest point instead👇 > People love calling someone smart or disciplined, then they copy their routines like it'll magically work. > It won't. You can't copy success because half of it is luck, timing, and advantages you don't have. But you can learn from how they fell apart and got back up: > How they handled losing everything > How they kept going when most would quit > How they turned pain into power instead of self-hatred Those parts are real. Those parts can be copied. Those parts are earned through fire, not gifted by genetics or privilege. Success is personal. But the path of dying, rebuilding and coming back stronger is universal. And it’s the only damn part worth copying.