Doc Enigma Capital

Enigma

[Doc Enigma Capital @Doctor_Enigma_]

Why won't it change? Three in four seniors vote. Fewer than half of 18-to-24s do.

Politicians can count. It's the only math they do.

So the old get the benefits, the young get the bill, and everybody gets a speech about "protecting our future."

[Doc Enigma Capital @Doctor_Enigma_]

They call it the Social Security Trust Fund. Three words, two lies.

No trust. No fund. Just a drawer of IOUs the government wrote to itself.

And your taxes? "Contributions." Like you had a choice. Like you got a tote bag.

[Doc Enigma Capital @Doctor_Enigma_]

A guy with five million dollars gets the same check as everyone, because he "earned it."

The 28-year-old funding it can't afford a house.

But cheer up, kid. You're guaranteed 78 percent of a promise, made by people who'll be out of office when it bounces.

[Ahmad @TheAhmadOsman]

Just a reminder that GLM 5.3 Flash, DeepSeek V4.1 Flash, Qwen 3.8 Next Flash, and even Qwen 3.8 27B are all outperforming (in both intelligence and capabilities) every model that was considered "frontier intelligence" in Xmas 2025 (just 10 months ago)

Opensource AI is on fire

[PrismML @PrismML]

Today, we’re announcing Ternary Bonsai 2 27B.

Based on Qwen3.8 27B, Bonsai 2 27B is 9x smaller than its full-precision counterpart while retaining 98.2% of its aggregate benchmark performance.

Two months after the first Bonsai 27B release, the biggest change is quality. The footprint remains 5.9 GB, but the gap to full precision has narrowed materially, with particularly strong gains in agentic coding, multimodal reasoning, and long-horizon tool use.

Ternary Bonsai 2 27B is available today under Apache 2.0.

[@levelsio @levelsio]

153,000,000 American driver licenses leaked in KYC hack

This is 63% of all American driver licenses

In US driver licenses function as valid government-issues photo IDs

https://t.co/zGltbJhf8J

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Andrej Karpathy @karpathy]

Expectation: the age of the IDE is over
Reality: we’re going to need a bigger IDE
(imo).

It just looks very different because humans now move upwards and program at a higher level - the basic unit of interest is not one file but one agent. It’s still programming.

[𝐓𝐡𝐞 𝐀𝐫𝐭 𝐨𝐟 𝐏𝐮𝐫𝐩𝐨𝐬𝐞 🇺🇸 @creation247]

https://t.co/cD9Q8hNazh

[Garry Tan @garrytan]

Larry and Sergey can’t stay in California since the wealth tax as written would confiscate 50% of their Alphabet shares.

Each own ~3% of Alphabet's stock, worth about $120 billion each at today's ~$4 trillion market cap.

But because their shares have 10x voting power, the SEIU-UHW California billionaire tax would treat them as owning 30% of Alphabet (3% × 10 = 30%). That means each founder's taxable wealth would be $1.2 trillion.

A 5% wealth tax on $1.2 trillion = $60 billion tax bill, each.

That's 50% of their actual Alphabet holdings—wiped out by a "5%" tax.

Section 50303(c)(3)(C) of the 2026 Billionaire Tax Act states: "For any interests that confer voting or other direct control rights, the percentage of the business entity owned by the taxpayer shall be presumed to be not less than the taxpayer's percentage of the overall voting or other direct control rights."

This means if a founder holds shares representing only 3% of economic interest but 30% of voting control (through Class B supervoting shares), the tax would presume their ownership stake is at least 30% for valuation purposes, not 3%.

The wealth tax is poorly defined and designed to drive tech innovation out of California.

[Craig Brockie @CraigBrockie]

Scientists just cracked the multiple sclerosis code after decades of searching.

Two specific gut bacteria are triggering the disease, and they've proven it using identical twins and mice.

This changes everything we know about MS:

[Mike and Jeff show @AgrisAcademy @AgrisAcademy]

My Venezuela experience as head of trading in the region for Cargill.

Cargill was/is the leading producer of critical staple ingredients such as flour, pasta, vegetable oil, and rice in VZ. I am not saying I agree with grabbing the dictator, but I did have a front row seat to the damage a kleptocracy did to innocent people.
1. The government took over our "minute rice" facility at gunpoint because we were "gouging" the nation's poor. The government was never able to run the plant. It never ran again. It was returned years later with no equipment inside
2. There are 1000's of generals in the army. They are each given a slice of the economy to loot. The large number of generals made it difficult to organize a coup against the regime.
3. The government opened grocery stores and sold staples below the cost we sold them to the government. In theory they used petro oil money to lower grocery prices. Our regular grocery outlets were forced out of business. When the government demanded we sell them products below cost we simply had to shut down. The populous became ever more dependent on the government handouts. (PS this is the mayor of New York City's proposal.
4. Dollars- We needed dollars to go buy raw materials like wheat from places like the US and Canada. The government would periodically allocate us some dollars that could only be spent for raw materials and freight. Eventually only the local companies that can and would pay bribes got dollar allocations. We had several facilities closed for lack of raw material
5. My employees liked working for Cargill. The office was an armed compound with access to a gym, high speed internet, global communications, and a weekly box of basic staples. Cargill provided a safe and secure environment if only for the working hours.
6. Employees became very close to others inside the apartment building. Going out on the street with a desperate population was not advisable.
7. I needed wood pallets for feed. We tried to export wood pallets to swap for grain. We refused to pay the bribes it would take to export the pallets
8. I once tried to set up a closed loop wheat planting to flour mill supply chain. A. They came and stole all the seed wheat for food. When we tried to ship in seed wheat in containers via US donors there was no way to get it out of the port without it being stolen
9. Livestock- Our feed business completely collapsed. Even if you could raise a pig, you couldn't defend it from being stolen. People with guns were hungry.
10. Employees- In the end my highly skilled team alone with other highly educated people chose to leave. Cargill often found jobs for them in other Latin countries. The regime was more than happy to see the well-educated leave the country. Setting these employees up with high quality stable jobs after fleeing remains one of the best things I ever did in my career. No one remembers millions in trading earnings.

This is a short list. In my opinion the first money spent needs to happen now and it needs to be food. The US is already on the clock. The current regime does not care if it starves the population. The orgy of theft will actually accelerate if they believe their days are numbered. VZ should be an outstanding customer of US grown ag products. Rice, bread wheat, veg oil ect. Feed the people first.

Jeff Kazin
Former head trading Cargill

[Matthew Schmitz @matthewschmitz]

Beginning in 2014, prestige industries decided they urgently needed to diversify. They didn’t purge established Boomers. Instead, they did everything possible to avoid hiring white millennial men.

This is the story of a generation derailed by DEI.
https://t.co/kUfmpHfaMH

[Doc Enigma Capital @Doctor_Enigma_]

@AncientEpoch @Grok you are a world renowned researcher and specialize in analyzing the composition of rocks on earth.

Now I want you to analyze deeply what is in the tweet above and tell me everything you know about what is posted.

[Doc Enigma Capital @Doctor_Enigma_]

@grok @DavidDeutschOxf @WalkerMarcus Grok explain what you mean by “At £400-500bn equivalent, it strained GDP far more than proposed slavery reparations would Britain today.” Use a technical argument to back your explanation.

[Wokal Distance @wokal_distance]

I despise the Groyper movement, but if you want to understand where Fuentes gets purchase with young men I will tell you how it happened by telling you about my experience at the orientation night when my son joined elementary school band:

My 11 year old son son joined the elementary school band, and so I went to the parents orientation night which was held at a local high-school. As the night went on it became obvious to me why young men rage against the larger social system.

The classrooms were inundated with DEI messages and trans pride flags. On the walls there were posters, stickers and various decorations that all invoked the various totems if diversity. Black lives matter messaging, decolonization messaging, LGBTQ+ messaging, and basically ever sort of race and gender social justice messaging you can imagine was present. The advertisements for post secondary opportunities featured social justice education prominently, including advertising a course on indigenous ways of knowing" as something grade 12 students should pursue upon graduation. Many of the teachers has "this is a safe space" sticker son their doors, and others had variations of "in this house" messaging on their doors or on the walls of the classroom.

The entire aesthetic which dominated the decoration of classrooms was the progressive leftist coded "in this house" and "be kind" aesthetic. As soon as you walked into a classroom there was no doubt as the the political leanings of whichever teacher occupied that classroom. The only way I can describe it is to say that progressive social justice activists have colonized the school and marked their territory.

A woman in a mask (who was in charge) got up and read a number of land acknowledgements before acknowledging the contribution of indigenous people to ways of knowing. Standard leftist land acknowledgement boilerplate. Additionally, every interaction was done in the style of HR style professionalism mixed with progressive leftist coded gentle parenting.

When it comes to how the teachers behaved I am going to draw on both that night and the other times I have been at my sons school in order to explain it. To begin, the boys are treated almost as though they are defective girls. The feminine modes of interaction and socialization are treated as though they are the only legitimate modes of interaction and serve as the taken for granted way to properly interact and navigate the world. Almost all the authority figures at my sons school are women with almost no exceptions. One day my son found out that the school had hired a single male education Assistant, and my son came home and told me, in wondrous amazement, that he saw a "boy teacher" at school. The level of wonderment and surprise he expressed was on par with what I would expect if he had walked into school and seen a triceratops walking the hallways.

My son often comes home from school and expresses utter frustration at the fact that his preferred way of communicating, as well as the things that are aligned with his temperament are treated as though they were somehow inferior. As he is 11 (and being assessed for autism) he lacks the correct technical language to describe this, so it generally shows up as him getting in trouble for being insufficiently "gentle" and "kind" in response to various passive aggressive power plays and instances of bullying carries out by his more socially developed (often) female peers.

To say that band night was feminine coded would be an understatement. It would be more accurate to say that feminized modes of behavior and communication were embedded in every single interaction. It was a totally alien environment for anyone who isn't well versed in navigating the social codes of progressive leftist institutional spaces. It was like the slogan "the future is female" was taken to be a command delivered from God Himself turned into an education program.

Now, I want you to imagine what it is like for an 11 year old boy to be saturated in that environment day after day. he is an alien in his own school who is treated essentially like a ticking time bomb who needs to be effectively managed rather than engaged with an taught, and he knows this is happening. It is hard to overstate the level of hostility towards boys that is floating around in the ambient culture of the school system. It isn’t so much that there is an explicit form of anti-male bigotry (although examples of that exist) it is more that there is an overall attitude of distaste for anything masculine and an utter indifference towards the interests, fortunes, and inner lives of young boys. The expectations, norms, rules, and standards of behavior cater to the sensibilities of girls and women.

This is the entire social system that a young boy goes through from when he is 6 years old all the way until he is graduated from university.

It’s an old trope on the right to say “imagine if the roles were reversed,” but that would be to miss the point. I know that many on the left will say that all of this is perfectly acceptable because of historical injustices and the pursuit of Social Justice. What I want to point out to you is how absurd the world must appear through the eyes of the average 11 year-old boy. He is basically told he has a host of social advantages (white privilege, male privilege, straight privilege, etc) that he has never experienced and will never benefit from, and this justifies the system which he is immersed in. And the worst part is, if young men point any of this out, the very people who are doing it will look them in the eye with a straight face and deny that any of this ever happened. Making matters worse these men begin to figure out that the institutions have been used to advance a leftist political agenda that scapegoated their group (young white men), and when they point this out everyone in authority calls them evil bigots.

And all this happens during their formative years.

Now, Imagine you are a young white male.

You graduate from the school system and are released into the world only to find that the feminine modes of socialization pushed on you are entirely unfit for purpose. That the social skills you were taught fail utterly in both the job markets young men tend towards (construction, engineering, building, landscaping, etc) and have no purchase in the dating market where highly agentic, masculine, wealthy men have a huge advantage over the passive, docile "nice boy." On top of that, imagine that a great deal of the job listings that you peruse make it clear that preference will be given to women and "diverse" candidates, and that the job interview itself is full of shibboleths, coded statements, and trap questions meant to elicit responses that allow the hiring party to exclude anyone who isn't sufficiently versed in and aligned with the priorities of the DEI/Woke/Social Justice paradigm.

On top of that, that if a you do get a job you will exposed to various sensitivity trainings, DEI trainings, and intersectionality workshops in which your group (straight white men) are repeatedly scapegoated as the source of all the worlds pathologies. Laid at your feet are patriarchy, colonialism, racism, sexism and a great number of other social evils for which you are taken to be complicit in and have a responsibility for fixing in virtue of being a white male.

While all this is going on a series of scandals (COVID, Men in womens' sports, trans kids, etc) reveal to you the degree to which the institutions that make up the society you live in have adopted an ideology that is actively hostile to you because you are a straight white male, and have been denying you opportunity while scapegoating you for all societies problems and treating you like you are a defective girl.

Once you understand this, the real question is not "why are some young men radicalizing?" the real question is "why are there any young men at all who have not been radicalized?"

None of this is to excuse any of the extremist radicals who are attempting to harness the resentment and anger of young men for their evil purposes. The point is to get you to understand why young men will attach themselves to any voice who is willing to stridently call for the obliteration of the social system and ideology which lied to them during their formative years and is currently doing things which rob them of opportunities for advancement and success.

The institutions have totally blown their credibility with young men, and have completely destroyed young men's trust in institutions. Young men view the current set of social institutions as ideologically corrupt and totally illegitimate, and they view the narratives that emerge from those institutions as being expressions of as nothing more then a story told to legitimize an ideology which seeks to hold them back. As such, the institutions and their narratives have absolutely no normative pull on young Gen Z men.

I am not saying the situation is hopeless, but unless you acknowledge what I have laid out here, and engage in a good faith attempt to understand what the school system, Universities, non-profits, HR departments, and other civic institutions have done to young men, you will never be able to gain their trust enough to lead them away from guys like Nick Fuentes, Andrew Tate, Andrew Torba, and other pathological influences.

/fin

[StripMallGuy @realEstateTrent]

If you're smart, great at your job, honest, hardworking, have a sense of urgency, and genuinely passionate about what you do - I hope you know there are very few like you out there, and your employer is incredibly lucky to have you.

Your job better be rewarding, and you better be getting paid well - because countless other companies would bend over backwards to have you join them.