Sats Ketchum

Win and help win | Primitive X Puffin | NYC

[Loopify 🧙‍♂️ @Loopify]

7,000 words in the most viral article today but I know you guys don’t read so here is a summary:

∙ It’s a fictional memo written from June 2028 looking back, exploring what happens if AI succeeds so well it actually crashes the economy

∙ AI coding tools get so good by late 2025 that companies can replicate expensive software products in-house, crushing SaaS companies

∙ Companies lay off white-collar workers, use the savings to buy more AI, which enables more layoffs — a vicious cycle with no natural brake

∙ By 2027, AI agents handle shopping, insurance, travel booking, and negotiations for consumers automatically, destroying businesses built on human laziness and habit

∙ DoorDash, travel platforms, real estate agents, insurance brokers, and credit card companies all lose their moats because AI agents don’t have brand loyalty or habitual behaviour

∙ AI agents start routing payments through stablecoins instead of credit cards, threatening Visa, Mastercard, and Amex

∙ White-collar workers drive 65-75% of consumer spending, so when they lose jobs or take huge pay cuts, the entire consumer economy shrinks

∙ Unlike every previous tech revolution, AI also replaces the new jobs it creates — displaced coders can’t move to “AI management” because AI does that too
∙$2.5 trillion in private credit backed by SaaS companies starts defaulting, and the “permanent capital” behind it turns out to be ordinary people’s life insurance and annuity savings

∙ $13 trillion in mortgages were written assuming borrowers would keep their high-paying jobs — unlike 2008, the loans were good when written but the world changed afterwards

∙ The government’s tax revenue drops because fewer people are earning high salaries, while safety net spending rises — and politicians are too gridlocked to act fast enough

∙ The S&P crashes 38% from highs, unemployment hits 10.2%, and inequality reaches historic extremes as AI company owners get vastly richer

∙ India’s IT outsourcing industry collapses because AI agents code cheaper than Indian developers, crashing the rupee 18%

∙ Labour’s share of GDP drops from 56% to 46% in just four years — the sharpest decline ever recorded

∙ The whole point is that every institution (mortgages, taxes, credit markets, consumer economy) was built assuming human intelligence stays scarce and valuable — AI made it abundant and cheap

[Sats Ketchum @SatsKetchum]

@wizardofsoho It’s a sickening video

[Leshka.eth ⛩ @leshka_eth]

Memecoins can make you RICH or BANKRUPT

$50B in volume daily but most traders get scammed

I've been trading memes for 2 years every day and made over 6 figs on it

Here's my exact playbook to flip memes safely and catch 100x gems🧵👇

[Chainlink @chainlink]

TODAY: The White House has featured oracles as a key technology in its new Digital Asset Report, highlighting how Chainlink is critical infrastructure for powering stablecoins, tokenized funds, & the onchain economy.

https://t.co/EaEchQ33UD

We and our entire industry are immensely grateful to President Trump (@realDonaldTrump), @SecScottBessent, @DavidSacks, @BoHines, and the President‘s Working Group on Digital Asset Markets for their leadership in advancing bipartisan digital asset innovation in the United States. The Trump Administration's thoughtful approach to our industry’s adoption and growth has created a new era for both our industry and the United States financial future.

The @WhiteHouse report outlines the U.S. government’s approach to digital assets, proposing a clear regulatory framework for their issuance by addressing market structure, oversight, and consumer protection.

This landmark policy initiative underscores a growing global consensus that oracle infrastructure is critical for secure, interoperable, and compliance-ready digital assets, which are key for the blockchain industry to reach its full potential. In addition to the Chainlink team’s many ongoing meetings in D.C., this report clearly affirms the significant policy momentum Chainlink has strategically worked to support for years, both in D.C. and globally.
In a single platform, Chainlink enables governments, financial institutions, and Web3 developers to overcome the three most critical challenges in deploying institutional-grade blockchain applications in a regulated environment:

1. Delivering verifiable data onchain enables the creation of hyper-reliable government and institutional-grade blockchain applications by ensuring the accuracy, integrity, and transparency of critical data.

2. Connecting public chains, private chains, and legacy systems into a unified network unlocks next-generation financial markets and streamlines digital asset operations.

3. Enabling regulatory requirements and policy controls to be embedded directly into smart contracts allows for programmatic compliance with regulations, such as KYC/AML, jurisdictional restrictions, and transaction limits, all while preserving user privacy.

By establishing the foundational standards needed for secure and compliant digital asset infrastructure, Chainlink is accelerating digital asset adoption in America and powering the future of U.S. financial leadership.

[Rootstock @rootstock_io]

Golden Sats has begun ✨
10 weeks.
Real rewards.
The full power of Rootstock DeFi, activated.
Bridge. Swap. Lend. Loop. Lock.

Start now → https://t.co/pOnePf7Ijf
DYOR. Terms apply.

[Adam Cochran (adamscochran.eth) @adamscochran]

Psssst hey!

Wanna guess what date Michael Coleman at the FBI edited the altered Epstein footage?

May 23rd.

After Trump had been briefed about his name in the files. The FBI suddenly screen recorded, cut, AND *altered* an evidence file that is required to be fully preserved.

They’ve known this was coming for months and they’ve been actively scrubbing the evidence.

[Pudgy Penguins @pudgypenguins]

Pudgy Party, our competitive multiplayer game, is launching soon on the @Apple App Store and @Google Play Store.

We’re giving away a total of $5,000 worth of $PENGU to 5 lucky people who RT this and follow @PlayPudgyParty.

More information below.

[Sats Ketchum @SatsKetchum]

@HanHanoz @adamscochran Whenever someone from the progressive or “far left” has motion in the race, every single other candidate is forced to run to the left of where they otherwise would.

We saw this with Bernie too. All of a sudden all candidates are running on progressive ideas too

[Sats Ketchum @SatsKetchum]

@adamscochran @lukecannon727 I also think you can add lazy and allows for people who could be categorized as Evil to make decisions he doesn’t want to deal with.

[Sats Ketchum @SatsKetchum]

@GrowWithPassive @Cryptoyieldinfo @patfscott Based on some of the shitposts I’ve seen, I am convinced half of CT spent their childhood in the Crossroads chat.

[TheStockGuy @TheStockGuyTV]

- Israel strikes Iran in first of "many to come", Iran response awaited. Iran will not attend 6th round of nuclear talks. Trump urges "second chance"
- Iran says "no option is off the table" for response, Oil spikes 11%
- Congressman who once wanted to abolish IRS to now lead it
- Trump calls Elon "a friend", blasts Powell on not cutting rates
- Airline stocks continue fall amid travel concerns over strikes, Cruise/Hotels follow suit
- $CHYM jumps 37% on IPO in continued IPO sprint
- $AAPL targets early 2026 for release of Siri AI upgrade
- $WMT, $AMZN explore launching own stablecoins
- EV stocks falls after Trump signs 3 congressional resolutions revoking CA ability to set own emission standards
- $TDTH plummets after announcing $500mil fundraise to start $XRP treasury
- China delays approval of $35bil merger of $SNPS and $ANSS
- $META ups deal to buy Scale AI to $14.3bil
- $SNSE 1-20 RS
- JetZero to build $5bil aerospace facility in NC $ALK
- $GLO renews buyback program for up to 5% of outstanding shares
- $ZKH $50mil buybck, 10% MC
- $FDA expands $MRNS RSV vax approval to at-risk adults
- $TSLA unveils upgraded Model S, X w/ $5k price hike
- $RH maintains 10%-13% rev growth outlook
- Iran launches over 100 drones against Israel $DPRO, $AVAV $RCAT $OAS $EH $AEVA $ONDS
- Spain inflation falls to 2% in may, France drops by .7%, Germany flat at 2.1%
- Israel, Iran first air combat engagement in over 50 years $LMT, $AIRI
- India coniders grounding all 787's during investigation $BA
- $ADGE 37% sub growth, launches DataSeeds . AI for B2B rev
- BAE $155.9mil Navy contract
- $DKNG follows $FLUT in adding .50cent transaction fee to offset Illinois tax
- $ARMY cancels M10 Booker tanks by $GD
- $ADBE overreaction?
- Dividend increases: $FDX $HEI $TGT Declarations: $TJX $MSFT $ORCL $CL
- $X falls after Nippon execs waiver
- $RDDT to make changes to comments including turning comments into posts, comment drafts, comment insight tools
- $MSFT teases next gen Xbox console

[Sats Ketchum @SatsKetchum]

Trade wars are just advanced class wars. The wealthy will be able to shift, adjust, and take advantage while the rest will take the brunt of the negative.

[𝐃𝐦𝐢𝐭𝐫𝐲 - biofoundationalism.com @BackTheBunny]

Tariffs and Surplus Nations: Know Your Enemy

when deploying tariffs, keep in mind who your adversaries really are.

Canada and Mexico are deficit nations. globally, this means they're helping reduce the US deficit by absorbing the global savings that surplus nations must export.

exporting a lot and not importing a commensurate amount simply means your domestic demand is weak.

the purpose of exports should be more imports; exports are real costs, imports are real benefits. when this is not happening, a pernicious strategy is manifesting.

surplus nations' domestic demand cannot consume their own production or other nations' exports because they've suppressed the wages of their workers. so they must export this weak demand to deficit nations. more on this towards the end.

for the US: hurting other deficit nations will only exacerbate your deficit. because as long as surplus nations keep exporting savings to deficit countries (an accounting necessity when you run a surplus) then harming a fellow deficit country only makes your deficit bigger.

if you hurt other deficit economies, the capital that leaves the surplus nations still must go somewhere, and if Canada and Mexico are now less attractive destinations (because you've weakened their economies with targeted tariffs), that means those savings go to the US: the global dumping ground for the world's surpluses.

getting capital dumped on you from surplus nations sounds like a good thing. it is not. because it MUST make the deficit larger. by accounting identity, it must.

trade settles GLOBALLY, not BILATERALLY. trade is a GLOBAL SYSTEM, not a series of isolated relationships of two countries trading with each other.

one country's surplus MUST be another country's deficit. take this concept writ large, and you will see global trade as one big Balance of Payments pool, where deficits and surpluses must clear amongst all participants.

the chronic surplus nations are the ones that make the US deficit exist, not the deficit nations. the deficit nations are ameliorating the deficit you'd otherwise have in the global balance of trade. they are fellow absorbers of surplus-nation savings.

a current account (trade) deficit is always matched by a capital account surplus of equal size.

you should view fellow deficit countries as allies against the surplus nations, because that's the role they actually serve alongside you.

chronic surplus nations like Germany and China are the actual culprits. and they accomplish their persistent surpluses via varying tactics of domestic wage suppression.

in Germany, the Hartz reforms from the early 2000s systematically hurt labor and gave it a smaller share of GDP. this benefits the rich/business in a very myopic way, because when your middle class has less capital, it spends less, and that means you sell less.

it's the middle class that actually spend each marginal dollar they make! if they get paid more, you can sell more! rich people don't spend their excess savings/income. that means the excess savings is exported to deficit countries, since the money is not consuming domestic resources (being spent).

in China it's the Hukou system that intentionally hurts labor rights and wages. it's like the US H1B system, but on steroids. it creates a servant, slave-wage class of native Chinese that China uses to gain competitive exporting advantage.

China and Germany only run their surpluses because they've systematically undermined their citizens' share of GDP, and they've nuked their own domestic demand in the process. all to gain export competitive advantages.

thus, they must dump their trinkets and excess savings on other nations. this is what I mean when I say "exporting weak domestic demand": they can't sell their trinkets domestically, so they ship them overseas.

a global race to the bottom ensues on account of a cancerous globalism wage assault, and the middle class bears the brunt of it. as the only way to compete in this shitty global competition is to continually undermine wages.

China, Germany, South Korea, and other chronic surplus nations with insidious labor policies should be viciously targeted by the US and other deficit nations. tariff them to high hell. they are literally responsible for the deficit, by design.

or, tax the savings they dump into the US. people who object to taxing capital dumping either have a vested interest in the US dollar remaining a global weapon for geopolitical purposes, or simply have no idea what they're talking about. they only see the optics of the action, not the pragmatics of what it fixes. it's a legitimate solution to surplus-country manipulations.

Canada and Mexico are not the enemies here.

the countries on the left (deficit BOP) are helping mitigate the US deficit, the countries on the right (surplus BOP) are contributing to the gutting of the US middle class and its ongoing deficit.

by accounting necessity, this is true.

know your enemy. don't do pageantry, do real solutions.

visit @BuildForWeight

[Sats Ketchum @SatsKetchum]

@inf1nity32 @leshka_eth You can always set it up and back test it. That’s what is happening on the last chart (likely). Using a back test can help tweak and see what results would have been

[Uniswap @Uniswap]

Uniswap v4 is here🦄

Users can LP on v4 through the Uniswap web app and swapping is rolling out over the coming days on web and wallet as liquidity migrates to v4

Live on Ethereum, Polygon, Arbitrum, OP Mainnet, Base, BNB Chain, Blast, World Chain, Avalanche, and Zora Network

[dannyryan @dannyryan]

Just to fill you in: I left the EF last year due to health issues and in an attempt to clear my head after working my ass off exclusively at the EF and on Ethereum for seven years.

I stepped aside, and the EF and the broader Ethereum ecosystem moved on without missing a beat—new leaders stepped up, and the machine kept running.

I got the much needed time to reflect without being so close to the gears of the machine. In my reflections, I got excited about the EF potentially entering a new era, not a full departure from prior strategy and philosophy, but an evolution to meet the world as it is today and as it has greatly changed over the past decade.

I opened a dialogue with Vitalik and others at the EF about such changes and the possibility of being involved in this new era. These discussions started long before this past week and are ongoing.

I’m grateful for the overwhelming support I’ve received from Twitter and many longtime friends and colleagues. However, some of the discourse has turned counterproductive. These are real people attempting to sort through and do what is best. With or without me, the EF is evolving and for the better. You’ve been heard, but vitriol is ultimately harmful to this process.

I believe in a community that fights its battles with respect and reason. So, fight for what you believe in, but please take the high road.

[db @tier10k]

*SEC LAUNCHES CRYPTO TASK FORCE LED BY COMMISSIONER PEIRCE

*SEC CRYPTO TASK TO ESTABLISH CLEAR REGULATORY FRAMEWORK

[Interface @interfacedapp]

Interface web app is now live. Follow friends, copy trade and get copy traded on any device, anywhere, any time.

https://t.co/m8qcLhZ3y1

[Ola Ξlixir @thegreatola]

Abstract Mainnet is coming soon but most people are focusing only on airdrop. ✳️

Abstract is more than just an airdrop target.

It’s a game-changer for web3 adoption and I want us to explore the potential just a bit before it launches.

Walk with me… 🚶🏽‍♂️👇🏾

[Ce◎ @crypCE0]

We're all being played on $TRUMP.

Wallet 5CP6z...wrX9Fvup dumped ~$33M worth of $TRUMP in just 20 minutes after Melania Trump's Token was announced. Totally normal, right?

Here’s the deal: Wallet 5CP6z...wrX9Fvup received ~6M $TRUMP from wallet 6QSc2...24wJ9tXv last Friday.
TX: https://t.co/LSEttmzTLr

Here’s the twist: Wallet 6QSc2...24wJ9tXv purchased those 6M $TRUMP for $1.1M on January 17, 2025, at 21:01:33—just 43 minutes before @realDonaldTrump announced it publicly.

No one in their right mind would throw that much money into a random shitcoin launched on Raydium without insider information. Wallet 5CP6z...wrX9Fvup is consistently offloading $TRUMP to other wallets and dumping it.

In my opinion, the timing of $MELANIA Token release was a cover for insider wallets dumping, trying to explain away the heavy sell pressure coming from multiple wallets tied to Trump’s team. Trump even publicly supported her by Reposting. Note that this wallet NEVER SOLD until Melania's Token was announced.

Be very cautious—this could be one of the most well-executed soft rugs we've ever seen.

I'm not accusing anybody of anything. I'm just giving my honest thoughts backed by on-chain transactions.

[lynk @lynk0x]

I just opened a $1M long on Trump coin

Liquidation is $33

If it hits $90 I will make $4.1M.

This week will be legendary.

Are you ready?