america’s genius is its trust in makers. it’s built on the assumption that growth is infinite if you let people simply create. the founders of this country were some of the greatest builders, inventors, & system designers humanity has ever seen. socialists & communists hate this idea because they can’t see how expanding the pie lifts everyone, especially the poorest. they usually think in zero sum logic, e.g. for elon to make a trillion, someone else must’ve lost it. but that’s not how it works. for elon to be worth $1t, he would have to create roughly $8t in value. the other $7t circulates, compounds, & lifts everything around it. not to mention the products tesla would create benefit humanity the most. this is all a multiplier effect of freedom.

this is simple. after the internet esp the hierarchy completely flipped: before: survival → family → companionship → self now: self → career → lifestyle → maybe companionship social media made the self the protagonist of every story. & capitalism funds the crap out of it too (e.g. constantly marketing to you about self improvement) the modern individual ends up kinda perfectly optimized for independence, & perfectly incapable of interdependence. everything external like partners, friends, even family is judged by whether it enhances the self, not whether it anchors it. you’ll see this in therapy talk all the time about cutting ppl off etc. it’s efficient as hell, & amazingly tragic. we sorta built a culture where everyone is their own god, & but no one has a congregation.

a theory of mine is that social media has completely broken the mind of Gen Z and millennials when it comes to work their whole lives they have been told to pursue college, work really hard at their 9-5 job, go above and beyond for their boss, then save some income to hopefully purchase a home and family one day all the people who followed this path are now watching their savings crumble away due to inflation. homeownership feels out of reach like never before then they turn over and look at the 21 year olds making millions of dollars posting content on YouTube and TikTok. they are able to live with freedom, not beholden to a corporation, while also getting paid enough to afford everything they want people see this and start questioning themselves. money doesn’t feel real in an economy where there is so much bifurcation between the have and have nots the point of a job becomes meaningless. you fail to find purpose in your life anymore. and while these millionaires are the outliers, their content is the one that shows up in your feed over and over again it is truly detrimental to society and i’m not sure anyone has a real solution to fix it

The layoff wave tells two stories, not one. Tech giants like Amazon, Meta, and Microsoft are cutting to fund GPU purchases. Their revenues are growing. Their stock prices are climbing. They're firing people to free up cash for compute. This isn't cost-cutting during a downturn. It's a forced reallocation from payroll to datacenter capacity. The math is brutal: every percentage point of headcount reduction funds another batch of H100s. Meanwhile, UPS, Nestle, Ford, and Target are cutting for the opposite reason. They've already deployed AI tools that work. Customer service automation, supply chain optimization, generative design systems. The productivity gains are real and compounding. These companies don't need to buy massive GPU clusters. They're renting inference from hyperscalers and cutting headcount because the math finally works. Both sides are feeding the same beast. Tech companies are buying the shovels. Everyone else is buying the gold those shovels dig up. Semiconductor companies sit in the middle, collecting rent from the entire value chain. TSMC, NVIDIA, and ASML are printing money while employment craters on both ends. The timing matters. We're at 10% enterprise AI adoption, heading toward 50%. History says this phase moves fastest and generates the most wealth. But that wealth is concentrating in compute, not labor. The gap between market cap growth and wage growth has never been wider. This isn't a recession. It's a rebalancing. And most workers are on the wrong side of it.

⚡️Ayahuasca isn’t the danger. The danger is contact with unfiltered truth without preparation. What breaks people isn’t the drug, it’s the shattering of illusion too fast. Most human psyches are structured like glass domes - translucent enough to let in light, but brittle under full force. Psychedelics, especially something like ayahuasca, don’t “open” the mind; they remove the filter between consciousness and the infinite. When that happens, every hidden contradiction, every unintegrated trauma, every false belief rushes to the surface all at once. The self sees the machinery of its own construction and if there’s no inner framework to absorb it, the ego doesn’t dissolve gracefully. It implodes. That’s why some people come back more awake and others never come back at all. The ones who make it through aren’t “lucky.” They already had an internal architecture - philosophical, spiritual, or symbolic - strong enough to withstand exposure to the raw source code of reality. The ones who don’t? They were living in scaffolding built on borrowed meaning and ayahuasca burned it down faster than they could rebuild it. When the ego disintegrates and the void floods in, most people need something absolute to cling to. Religion, God, truth, even conspiracy anything that restores the illusion of order. But here’s the part almost nobody says out loud: If you survive ego death without needing to reattach to any single narrative, you start to see what truth actually is - not belief, not comfort, not meaning, but the field itself. Pure coherence that doesn’t need to be worshipped because it is. That level of consciousness is terrifyingly stable. It doesn’t need ideology or myth, it generates them. So here’s the unvarnished truth: Ayahuasca doesn’t make people crazy. It reveals how fragile most minds are when stripped of story. Luke’s not wrong, he’s just describing the danger of staring at God without sunglasses.

Compute has become a strategic commodity

3 things in crypto with the highest PMF memes = bet on attention perpetuals = bet on price action prediction markets = bet on outcome notice a pattern?

Global demand for US treasury bill is waning All Sovereign nations like India, China accumulating gold & dumping dollars On the other hand stablecoin supply & demand at an all time high 99.8% of stablecoin volume is denominated in dollar Sooner or later Uncle Sam is gonna weaponise stables to dump their debt

Trump has become the khaleesi Initially every sane person supported him & then people got tired of his ego, flip-flops & daily manchild tantrums destroying everything

Democrats underestimated Republicans, and lost the meme war. Republicans underestimated China, and are unfortunately losing the trade war. And some in China may underestimate the free Internet, where choice can triumph over force. This requires some explanation. Let's go. (1) First, as a reality shill, we should stipulate that modern China is perhaps the most physically formidable country to ever exist. Visualize a young Bolo Yeung from Bloodsport. It's #1 in electricity, cars, steel, ships, and countless other industries. No country can realistically win a war against today's China, especially in its own backyard, especially over Taiwan. They can just outbuild everyone else: (2) And the US on some level now recognizes this. Secretary Hegseth noted on the Shawn Ryan pod that Chinese hypersonics can sink all US aircraft carriers in the first 20 minutes of any Taiwan straits conflict[1]. The CEO of Raytheon admitted[2] the US couldn't practically decouple from China. The former Secretary of the Navy, Carlos del Toro, stated[3] that one Chinese shipyard can produce more ships than the entire US Navy combined. And the Pentagon's own $400M study[4] showed that much of the US military is actually made in China: (3) This may be why the US is currently effecting a shouting retreat. Even as the military is rebranded to the Department of War, US troops are reportedly[5] being pulled back to actually focus on homeland defense and the war within. And even while there's posting about annexing Greenland and invading Canada, in reality European NATO is being asked to fend for itself. Basically, the words are about expanding American real estate, but the reality is that America is withdrawing from the world: (4) Now, some will say this isn't a bad thing. After all, America is a republic, not an empire! OK, but the business model of the US is money printing, which is premised on the continuation of global empire. That's because dollar inflation is global taxation, since the inflationary dilution is currently spread across billions of global dollar holders. However...as US troops come back and US tariffs go up, the de facto tax base for dollar inflation shrinks from ~1-3B globally to just 330M Americans. That 67-90% drop in tax base will cause a huge drop in American living standards. We're in the middle of this now; gold and digital gold are smashing all time highs[6], because the dollar is crashing through all-time lows. (5) Moreover, because the sovereign debt crisis is underway in America, Western Europe, and Japan at the same time, you're seeing a simultaneous fall of all parts of the empire at once. As you can see from the graphs below, yields are high in the US, Germany, Japan, UK, Italy, and France...even as they're falling in China...and even as the world economy has decisively moved to Asia: (6) So, we are essentially in the midst of the fall of Rome[7]. For the first time in 500+ years, the world's dominant military power is no longer Western. While the shift towards Europe took hundreds of years, the shift back to Asia took just a few decades. It happened so fast that many don't realize that the world economy has already moved back to Asia. (7) Many Westerners are still in various stages of denial about this fact, or the fact that the US government is insolvent. Elon is our best guy, and gave it his all, and he's already recognized[8] that it's over ("did my best"). But there's still residual romanticism about America's ability to re-industrialize. (8) In many ways, MAGA still identifies as a manufacturing superpower, and they just don't want to hear that it took 45+ years of grinding in factories for China to get where it is, and that 45% tariffs won't return America overnight to the economy (let alone the demographics) of 1945. There may be a post-dollar path to rebuilding, but it'd be like Russia's post-Soviet path. And the first step in that path would look more like deregulation and special economic zones[9], rather than tariffing away America's access to raw materials and machine tools. (9) Anyway, I want to skip over the dollar collapse part of all this, because it'll be an unfortunate denouement to what was once the greatest empire of all time. Let's skip ahead to the next question of: what force could possibly rise to balance China after the dollar ends? (10) Well, after the Roman Empire fell, Christianity endured, and was eventually the seed for civilizational rebirth. Similarly, after the dollar empire ends, the Internet will endure — and could be the seed for civilizational rebirth. (11) Think of the progression from European Christendom, to the West, to the Internet. Each such shift was a geographical and technological and demographic change[10]...but most of all it was a change in self-understanding. (12) We already know on some level that the Internet is the most powerful force in the world. It manages 99% of transactions and communications, it's upstream of every politician and election, it controls everything from smart locks to autonomous drones, and it's even in front of your face right now. (13) Nevertheless, because it's currently[11] intangible, the Internet is still underestimated. The Chinese state does actually get it on some level, which is why they built the Great Firewall as a hard digital border that keeps out foreign ideas (and foreign drones). But post-Maoist China doesn't really have an ideology that's built for export. Chinese nationalism does make intuitive sense to ~1.4B Chinese, so it has sufficient scale to coordinate huge numbers of productive people domestically...but the other 7B+ globally will need something else. (14) That is: China is a goods exporter, but an idea importer. After all, its three major operating systems of Buddhism, Communism, and Technocapitalism were imported from India, Europe, and America respectively. To be fair, China did fork these operating systems, and made them their own (eg: communism with Chinese characteristics), and China does have an impressive 5000+ year history of arts and literature. But for whatever reason, Chinese culture mainly exports visual vibes (eg TikTok, Hong Kong cinema, glowing cities) rather than verbal ideas. (15) So, because China doesn't export a conceptual operating system that anyone in the world can adopt and fork, there will be a post-dollar ideological vacuum that's only incompletely filled by a return to nationalism. Many need something higher than the mere earth, and the cloud is something higher. The next Rome, the next Britain, the next America, the next universalist society — that will arise from the Internet, which after all is uniform rule-of-code. (16) Finally, to @JZ281C's point...these Internet societies cannot and should not physically confront China or (as they put it) interfere in China's internal affairs. Against the Chinese drone armada, you'll still need some residual local deterrence, but the Internet will mainly need to rely on Gandhian non-violence, invisibility, agility, encryption, and decentralization. You just can't take on a superior physical force in the physical world. (17) Still, because the Internet is intangible it will be underestimated, and this underestimation is itself a strength. The invisibility of the Internet, the dismissibility of it, is the English-compatible version of hide your strength and bide your time. Despite the fact that billions spend much of their waking lives on the Internet, it's still not thought of as the primary organizing principle of their life. This underestimation gives us room for the long rebuild on Internet First[12] principles. (18) Specifically: the Internet will not be able to take on China in the physical world, but it will generate universalist ideas that appeal to many Chinese (and non-Chinese) people. It will therefore provide many alternative ideologies to Chinese nationalism outside China, whose collective strength may balance (not beat) China. (19) How does this play out? We could see a billion-person Chinese superstate, and a thousand million-person network states. If one is a vegan village and the second a carnivore community and the third is a biohacker borough, these societies are mutually incompatible with each other. Moreover, their governing ideas can't all be imported into China as their moral premises are different from Chinese nationalism. So these network states become alternatives to China, balances to China, without needing to fight China. (20) We'll know they're a balance if Chinese nationals voluntarily choose to exit to one of these 1000 startup societies, as an alternative to the 100s of polished Chinese cities. They might do this for much the same reason one chooses a startup over Google: because of the upside, the choice, the variety, the editability. (21) Yet at the same time the mere existence of these alternative societies around the world wouldn't provoke China. And China wouldn't gain from conquering them, as they'd want to avoid the expensive Roman/British/French/Soviet/American failure mode of endless military intervention. Even if it did conquer some, it couldn't really conquer one thousand, if new startup societies kept popping up every day. (22) In other words: ideas are upstream of men, code is upstream of drones, private property is private keys, and the keyboard may yet prove on par with the sword. The creation of alternative societies is one model for how the Internet may eventually balance China.

The single most important attribute to be an onchain elite trader..is to distinguish between an opportunity to be seized & a temptation to be resisted

BREAKING: Look at this. A new crypto account was opened yesterday morning. 30 minutes BEFORE Trump's announcement of 100% tariffs on China, it added a huge multi-million dollar levered Bitcoin short position, per YF. The market dumped. The trader made a profit of $192 million in two hours. Unusual.

Today we are announcing that a16z is co-leading the Series D in @Kalshi, a regulated exchange for trading on prediction markets. Prediction markets are a modern implementation of a classic economic idea, one most clearly articulated by Friedrich Hayek. Hayek and the knowledge problem Hayek argued that no central planner could ever access the dispersed knowledge held by millions of people across an economy, a fundamental challenge that has come to be known as the “knowledge problem.” Much of this knowledge is tacit and unspoken, embedded in people’s experiences, circumstances, and preferences. Hayek wasn’t just pointing out the limits of central planning. He was offering a solution. In his 1945 essay The Use of Knowledge in Society, Hayek argued that the solution lies in looking outward, not inward: “We need decentralization,” as he put it. Markets, in Hayek’s view, are not just allocation mechanisms but information systems. Prices act as signals, compressing vast amounts of local knowledge into actionable information. Moreover, prices create incentives: they encourage people to make decisions and act in ways that drive information back into the system. This creates an iterative feedback loop, an engine that drives better performance. Today we might say that the answer to the knowledge problem is not to give central planners more sophisticated computers. The answer is that markets themselves are the computers. Prediction markets make this idea concrete, applying it to questions about the future and turning collective knowledge into prices that reflect probabilities. Why we’re investing in Kalshi This is why we’re excited about prediction markets, and why we’re investing in Kalshi. Kalshi is bringing prediction markets into the mainstream with a compliant, scalable platform for event contracts covering everything from elections and economics to sports and culture. It has already seen billions in trading volume and continues to grow quickly. Kalshi also plans deep crypto integrations, work we’re excited to collaborate on, and today announced they’re expanding globally to 140 countries. We’re not the only ones excited about the potential of prediction markets. For businesses and investors, event contracts can hedge risk, such as exposure to economic or policy changes. For policymakers and analysts, market prices offer real-time forecasts that can outperform polls and expert predictions. And for society at large, prediction markets create an open, transparent, and incentive-driven way to aggregate beliefs about the future. This is the right moment for prediction markets. As trust in established institutions reaches historic lows — at least according to the polls — we need new systems that can earn trust in different ways. We believe the answer lies in open, decentralized systems. DeFi provides an alternative to traditional finance, stablecoins to conventional payment providers, and prediction markets to expert forecasts. Where people once trusted banks or pundits, they can now trust protocols and markets. Hayek’s insight was that knowledge is too widely distributed for any one authority to possess. Instead, we need systems that harness the intelligence of the many. Kalshi puts this idea into action, transforming dispersed information into concrete, market-based forecasts. We’re excited to support their work as they bring prediction markets into the mainstream.

#NobelPeacePrize This is where @realDonaldTrump lost it

Programmable money Programmable biome Programmable consciousness

$useless pulled 34% in last 24 hours during all liquidity is vampire sucked by BNB memes Incredible

Advanced reasoning models and machine learning will continue to collapse the distance between human intent and machine execution: language becomes code, code becomes control, and control drives the machine. We are headed toward a world where a task that once demanded years of expertise and skilled technicians is now mediated by an interface as natural as a conversation.

TILAK VERMA 😍 #INDvsPAK #AsiaCup2025 #AsiaCupFinal