Just for transparency I am max conviction in [MyBags] and I will try to make these trades my biggest yet so I will shill [MyBags] to oblivion on all CT Don't take it personally I am just bagworking If you don't want to see any bullposting you should unfollow for the time being

All roads lead to financial repression On lower timeframe, even if the bond vigilantes win over Bessent, it’s unlikely to happen in a straight line Sooner or later he pulls out his pink bazooka and starts really fighting them (h/t @3DPinkCapital for the meme)

I’ve long believed bonds should go to 0 but the government would never let them This is the ultimate long term bull case for things like gold and bitcoin The Monetary Endgame gets nearer every day

I would have to assume @fundstrat owns $LIT at this point. Every ETH maxi should It's the epitome of the Ethereum vision for L2/ZK apps with great UX and mass adoption Everyone is under exposed it seems but will catch on eventually

Alright just read the whole thing. My important takeaways: -Pace, even if slowed, will stay fast, especially relative to the last few years -emphasizes importance of staying ahead of China and the difficulty of coordinating with them in a verifiable way, which makes any “agreement” much less meaningful -can’t help but continue to see the God Complex of thinking they’re the Chosen Ones to make superintelligence aligned and ethical, and should be at the helm of both AI research and the complex geopolitical game board -acknowledges on many occasions that the types of slow down agreements he wants are impractical, unlikely, or perhaps impossible in the real world Overall feeling is he’s saying what he has to say. “Please regulate us, but it might not matter or be feasible anyway!”