“It's okay to be right with the crowd. It is not okay to be wrong with the crowd.” @NickNemo17 on why investors keep assuming the next bailout will work like the last ones.

“It introduces a fifth return driver. And I refer to it as balance sheet appreciation.” @ChrisDrz explains how holding bitcoin gives commercial real estate owners exposure beyond their building, tenants and local market.

Your town's destiny doesn't have to be a dollar store and three vape shops. Compute factories are here to breathe life back into rural America. The towns that have been overlooked are the ones about to win. Couldn't be more excited for what we have in store at DarkHorse.

.@1basemoney: Bitcoin multisig kills rehypothecation.⁣ ⁣ Borrower, lender, platform all see the collateral. You know it's not pledged twice, or you can see exactly when it is.⁣ ⁣ Full transparency on what's collateralized changes the entire lending game.

The only reason we are not producing more than 600,000 bopd in Kern County is bad energy policy. Kern County was the top producing county in the lower 48 in 2013… Most states embraced new technology while Sacramento banned science based energy policy.

TFTC 787 w/ @m3_melody: "Foreclosure starts just went up 150% month over month. That's not something you ever see in the default world. It's worse than the GFC." We discuss: ⚡ The 150% foreclosure spike ⚡ Why multifamily is the next 2008 ⚡ The $2.3T crash hiding in the data

"They're gonna be bankrupt soon. This looks like a money laundering operation." @m3_melody on United Wholesale Mortgage's $3B in maturing debt and a cash flow statement nobody can make sense of.

The US just secured majority control of more than 65 billion barrels of Venezuelan crude oil reserves, reportedly at no cost to the American taxpayer. If the details hold up, this is a massive geopolitical and energy move. For context, US proven oil reserves currently sit around 44 billion barrels. Adding 65 billion barrels would more than double that overnight, vaulting the US past Saudi Arabia and Russia in total proven reserves. The deal was brokered by Secretary of State Marco Rubio and Secretary of Defense Pete Hegseth, working with Venezuela's Interim President Delcy Rodriguez through a public-private partnership. Trump is calling it "the biggest oil deal in world history." Hard to argue with the math on that one. The implications are enormous: — US energy dominance gets a serious upgrade — Downward pressure on gas prices long-term — A diplomatic thaw with Venezuela after years of hostility — A signal to OPEC that the US is playing a different game now Still a lot of questions around execution, infrastructure, and what "majority control" actually looks like in practice. But on the surface, this is the kind of deal that reshapes the global energy map.

72% of Americans think we're living in a police state.⁣ ⁣ Mark Mitchell (@honestpollster) on why "elite worship" economic messaging (Dow 50k, AI riches) is falling flat while trust in institutions collapses and political turmoil rises on both sides.

Nothing to see here… just an agentic swarm trying to forecast critical minerals supply that could be useful for datacenter construction sometime in the future… not recursive in any way.. move along now

Good line from @LeveredUSTs here: don't get religious about your convictions, update as the facts come in. Same discipline it takes to hold Bitcoin through volatility instead of trading your conviction for a headline. | @TFTC21 @MartyBent Study 📚 Bitcoin