Untraining economist. Abundance doomer. Bro science maxi.

Boston, MA
Joined September 2021
2 largest holdings in my alt bag are about to break BTC.D this quarter: $TIBBIR, $NAT
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There is no fucking way this doesn’t end without paranoid schizophrenia
He’s tripping his face off right now. God speed my friend.
🤣🤣 This is the communist way though, seriously.
Mamdani Announces Plan To Blame Racism After His Policies Fail
Honestly guys, replace “Israel” with literally any other country and you realize how insanely ridiculous statements like this sounds. I’m tired of the France hate in the GOP. Anyone else with me?
I’m tired of the Israel hate in the GOP. Anyone else with me?
Dirτy Waτer Degen e/acc/dd 🟧 retweeted
THE WORLD’S MOST IMPORTANT NUMBER JUST COLLAPSED November 6, 2025: SOFR crashed to 3.92%. The lowest level in two years. The benchmark that controls $397 trillion in global contracts just signaled something catastrophic. This is not a rate cut. This is a liquidity flood. THE NUMBER THAT MOVES EVERYTHING: SOFR replaced LIBOR in 2023 as the foundation beneath derivatives, corporate loans, adjustable mortgages, and securities worth more than 15 times global GDP. When SOFR moves, $397 trillion in financial contracts reprice simultaneously. It just fell from 4.22% on October 31 to 3.92% in six days. A 30 basis point nosedive that saves borrowers $50 billion annually but screams one word: panic!! WHAT THE FED IS NOT SAYING: The Federal Reserve cut rates 150 basis points year to date. Excess reserves are flooding repo markets. Overnight borrowing costs for the entire financial system collapsed to levels not seen since September 2023, when recession fears first surfaced. Translation: The Fed sees something breaking and is throwing liquidity at it before the fractures become visible. THE MECHANISM OF CONTAGION: Lower SOFR slashes bank funding costs by 10 to 30 basis points immediately. Corporate loan rates drop 15 basis points. Adjustable rate mortgages reset 20 basis points lower, cutting monthly payments by $200 average. Credit expands 2 to 5 percent. Lending accelerates. Asset prices inflate. But here is what they are not telling you: sub-4% SOFR has preceded every major asset bubble since 2008. Cheap money does not fix broken growth. It masks it. THE GLOBAL SPILLOVER: Cheaper dollar funding triggers $10 billion plus in emerging market carry trade inflows. Currency volatility spikes. Foreign central banks hoard dollars. The cycle that destroyed Argentina, Turkey, and Sri Lanka restarts. WHAT HAPPENS NEXT: If Q4 GDP misses expectations or inflation spikes above 3.5%, SOFR reverses violently. Repo market seizures return. The 2019 overnight funding crisis replays at scale. If the Fed holds course, credit bubbles inflate until something pops. Corporate debt. Commercial real estate. Equity multiples at 25x earnings. THE TRUTH BURIED IN THE DATA: SOFR is not just a rate. It is the early warning system for systemic stress. When the world’s most important number collapses this fast, it means central banks are terrified. They are easing into a recession they cannot admit is coming. Hold duration. Hedge via SOFR futures. Watch repo volumes like a seismograph. The tremors started. The quake is next.
Omfg I remember.
HBO debuted 53 years ago today (11/8/72). In 1983 they started producing their own material. Here’s the 1983 opening intro. What’s your top 3 HBO shows?
Dirτy Waτer Degen e/acc/dd 🟧 retweeted
50-year mortgages is the only way to make monthly payments more “affordable” without reducing the asset prices for Boomers. Inflationary bubble must continue. Run it hot.
We don’t need 50-year mortgages. Deport 10-20 million illegal immigrants and free up millions of homes/apartments. GenZ and Millennials would realize that they’ve been competing with an entire foreign class in their own country, mainly for the benefit of Boomers.
I’m totally going to infiltrate this guys. Wish me luck.
We’re hiring! Our new resume portal is live, and we’re looking for top talent in NYC to help build this administration and deliver on our affordability agenda. Could that be you? Apply using the link below. transition2025.com/apply
Just in time for Tesla’s flying car reveal.
We are now living in the future!
The magic combo to fix housing supply & affordability crisis: 1. Expand opportunity zones by 10x and push out the tax free cap gains function 25 yrs. That should accommodate at least 2 generations demand, in struggling urban areas. 2. Create a nation-wide “chapter 40B” (Massachusetts) development program. - In MA, this enables developers to bypass local zoning for affordable housing projects if 20-25% of units are restricted as affordable (for low/moderate-income households), aiming for 10% affordable stock per community. It would take some cooperation on a state level, but the solve is simple.
Peter Thiel: If you graduated in 1970 with no student debt, compare that to the millennial experience: too many people go to college, they don’t learn anything, and they end up with incredibly burdensome debt. Student debt is a version of this generational conflict that I’ve talked about for a long time. The rupture of the generational compact isn’t limited to student debt, either. I think you can reduce 80 percent of culture wars to questions of economics—like a libertarian or a Marxist would—and then you can reduce maybe 80 percent of economic questions to questions of real estate. It’s extremely difficult these days for young people to become homeowners. If you have extremely strict zoning laws and restrictions on building more housing, it’s good for the boomers, whose properties keep going up in value, and terrible for the millennials. If you proletarianize the young people, you shouldn’t be surprised if they eventually become communist.”
Well now 👀
China is massively lying about their population. It is not 1.4 billion people. It may be as low at 600 million. In 1950 the population of China was estimated at 530 to 540 million, when the CCP took control. It requires a fertility rate of 3.3 to triple the population in 50 years. In 1959 the great famine in China resulted in an estimated 30 million deaths. From 1979 to 2015 China had a one child policy. Mathematically, there is simply no way for the population to have grown from 540 million to 1.4 billion between 1950 and 2020. China is rapidly aging due to the one child policy which was too successful. China has a long history of publishing fake economic data. There is zero reason to assume their official population data is accurate.
Elon Musk is not getting a $1T payday. He is being awarded $1T in personal capital to manage, if he proves once again, to be the world’s greatest capital allocator. Complain when he starts blowing coke with prostitutes on a $500,000,000 yacht all year instead of saving humanity.
Reminded my wife of this yesterday when @AyannaPressley mentioned a criminal faking a grand mal seizure without a backtrack.
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Homes you don’t own. Marry the state. Own nothing. Be happy.
People say, withiut landlords there would be no homes. Nope, there would still be homes just no landlords. Without billionaires, there would be no money? Nope. They'red still be money, just no billionaires. Without bosses there would be no work! Nope plenty of work to do, just no bosses.
There it is. Regional banks on the east coast are about to fucking collapse.
Mamdani says NYC is going to seize buildings if he doesn’t like how landlords manage them. (zohrankmamdani on IG)
I will watch this movie hundreds of times before my death
Easily one of the greatest scenes of all time, not just in finance movies, but all movies
Jesus.
Due to the rapid ascent in price, $ZEC is now the 2nd largest *LIQUID* holding in @MaelstromFund portfolio behind $BTC.
5 grams is Terrance McKenna style “heroic” dose. @bryan_johnson is about to get fucked. He will not fear death, he will realize that HE is the AI and these bodies are just collecting synthetic data, to cure the boredom.
Doing magic mushrooms this Sunday. Protocol + dose: 5 grams + frequency: 1x/mo for 3 mo + objective: exploring longevity effects Measurement + 249 independent biomarkers + 29 vials of blood + brain scans + urine, stool, saliva, fertility + multi-omics profiling (DNA, epigenetics, metabolism, hormones, microbiome, proteins, cognition) Cardiovascular + LDL-C + HDL-C + Triglycerides + Total cholesterol + Apolipoprotein B + Apolipoprotein A-1 + Lipoprotein(a) + LDL-P + HDL-P + Small LDL-P + LDL size + Large VLDL-P + Large HDL-P + VLDL size + HDL size + LP-IR score + Oxidized LDL + Lp-PLA2 activity + Myeloperoxidase (MPO) + Homocysteine + VEGF Hematology + WBC + RBC + Hemoglobin + Hematocrit + MCV + MCH + MCHC + RDW + Platelets + Neutrophils + Lymphocytes + Monocytes + Eosinophils + Basophils + Immature granulocytes + Erythropoietin (EPO) + ABO/Rh typing Hormonal + Thyroid panel with TSH + Free T4 + Testosterone + Dihydrotestosterone (DHT) + 5α-DHT + Prolactin + Estradiol + LH + FSH + Estrone (E1) + Estriol (E3) + Androstenedione + Androsterone + 5β-Androstanediol + Etiocholanolone + Cortisol + Cortisone + DHEA + DHEA-S + Pregnenolone + IGF-1 + Melatonin (6-hydroxymelatonin sulfate) Metabolic + Glucose + Insulin + Hemoglobin A1c + α-Hydroxybutyrate + β-Hydroxybutyrate + Uric acid Kidney + BUN + Creatinine + eGFR + BUN/Creatinine ratio + Cystatin C + Urinalysis (specific gravity, pH, color, appearance, leukocyte esterase, protein, glucose, ketones, occult blood, bilirubin, urobilinogen, nitrite, WBC [hpf], RBC [hpf], epithelial cells, casts, bacteria) + Albumin/Creatinine ratio Pancreatic + Total protein + Albumin + Globulin + Total bilirubin + Alkaline phosphatase + AST + ALT + GGT + Amylase + Lipase Minerals + Sodium + Potassium + Chloride + CO₂ (bicarbonate) + Calcium + Magnesium + Iron + TIBC + UIBC + Iron saturation + Ferritin + Zinc Vitamins + Vitamin B12 + 25-hydroxy Vitamin D + Coenzyme Q10 + α-Tocopherol + β-Carotene + Glutathione + Total glutathione Amino Acids + Cysteine + Methionine + Taurine + Glycine + Serine + Threonine + Alanine + Valine + Leucine + Isoleucine + Phenylalanine + Tyrosine + Tryptophan Inflammation + Interleukin-6 (IL-6) + Interleukin-10 (IL-10) + Tumor Necrosis Factor-α (TNF-α) + Rheumatoid factor (RF) + ANA by IFA + Calprotectin (GI inflammation), + Secretory IgA (mucosal immunity) Neurology + P-tau217 + Epinephrine metabolites (metanephrine, normetanephrine) + Homovanillate (HVA) + Vanilmandelate (VMA) + 5-Hydroxyindoleacetate (5-HIAA) Toxicology + Lead + Lithium Urology + PSA total Fertility + Total Motile Count + Sample Volume + Concentration + Motility + Morphology + Count Metabolomics + Citrate + cis-Aconitate + Isocitrate + α-Ketoglutarate + Succinate + Fumarate + Malate + Pyruvate + Lactate + 2-Hydroxyglutarate, + Hydroxymethylglutarate, + 3-Methylglutaconate, + 2-Methylsuccinate + Formiminoglutamate (FIGLU), + Methylmalonate (MMA), + Xanthurenate + Kynurenate, + Quinolinic acid + Glucarate, + 8-Hydroxy-2′-deoxyguanosine (8-OHdG), + Pyroglutamate + 3-Hydroxyphenylacetate, + 4-Hydroxyphenylacetate, + 2-Hydroxyphenylacetic acid + 4-Cresol, + p-Hydroxybenzoate, + Benzoate, + Hippurate/Hippuric acid + Phenylacetate/Phenylacetic acid, + Indoleacetate/Indoleacetic acid + Arabinose, + Citramalic acid, + α-Hydroxyisobutyric acid Microbiome + Bacteroides fragilis + Bacteroides vulgatus + Faecalibacterium prausnitzii + Akkermansia muciniphila + Roseburia spp. + Eubacterium rectale + Lactobacillus spp. + Bifidobacterium spp. + Escherichia coli + Clostridium difficile + Enterococcus faecalis + Candida albicans + Saccharomyces boulardii + Prevotella copri + Ruminococcus spp. + Methanobrevibacter smithii + Blautia spp. + Proteobacteria spp. + Firmicutes/Bacteroidetes ratio + Beta-glucuronidase + Butyrate + Propionate + Acetate Aging & Epigenetics + Telomere length + Relative telomerase activity + DNA methylation age + DNA methylation levels at CpG sites associated with biological aging + Glucocorticoid receptor methylation (NR3C1) + SIRT1 methylation + MTOR methylation + Oxidative stress response genes (NFE2L2 promoter methylation) Cognitive + Brain age score + Functional connectivity strength + Global connectivity index + Hemodynamic response amplitude + Hemodynamic response latency + Resting-state oxygenated hemoglobin (HbO) concentration + Resting-state deoxygenated hemoglobin (HbR) concentration + Total hemoglobin (HbT) concentration + Oxygen saturation (O₂Sat) + Cerebral blood volume (CBV) + Cerebral blood flow (CBF) + Neurovascular coupling index + Prefrontal cortex oxygenation + Parietal cortex oxygenation + Temporal cortex oxygenation + Occipital cortex oxygenation + Task-evoked hemodynamic response (HbO/HbR) + Temporal autocorrelation of hemodynamics + Functional brain network modularity + Inter-regional coherence + Brain lateralization index + Oscillatory power (slow cortical fluctuations) + Phase synchronization index + Mean reaction time (during cognitive tasks) + Reaction time variability + Heart-rate variability (HRV) + Resting heart rate