I was an uptight 32-year-old who'd just left Goldman.
Barely any money when I started my own business.
So naturally my pompous little ass joined the Harvard Club — I wanted people to know I went to Harvard.
Four years of breakfast meetings, prospect after prospect.
Meanwhile Joaquin is busing my table every morning.
We'd chat often and I tipped well.
One day he comes over and says — Mr. Anthony, you manage money, right? We've had a personal injury situation.
My family just came into $35 million. You've always been kind to me.
Would you manage it?
The guy busing my table had a higher net worth than I did.
Be good to people. All of it comes back around.
You're going to get your ass knocked down in life.
That's 100 percent certain.
Life is humiliating. Shut up about it. Don't play the victim.
Get up. Dust yourself off. Drop the millstone of regret.
I don't kick myself for what happened at the White House nine years ago.
I don't give a shit. It happened. Now let's get to work.
There are a lot of babies out there right now.
Don't be one of them.
Muy pronto caerá el último muro de Europa continental.
El histórico Acuerdo respecto a Gibraltar hará desaparecer la Verja y abrirá nuevas oportunidades en la vida de los 300.000 andaluces de toda la comarca. Creamos un área de convivencia y desarrollo.
Ok, here’s my honest take.
Every piece snapping into place like clockwork.
China has spent years dodging Western oil sanctions by quietly sourcing from Venezuela and Iran, keeping its economy insulated from USD pressure. Trump’s non-negotiable mission is to obliterate BRICS, bury de dollarization for good, and reinstall the USD as the unchallenged global reserve currency for the next century. To refinance America’s towering debt load he needs interest rates driven into the ground. To steamroll the 2026 midterms he needs stock markets in full blown euphoria. The cleanest, fastest way to deliver both at once?
Precision geopolitical conflict that spikes energy prices, supercharges defence and industrial stocks, floods the system with liquidity, and forces every player back onto America’s chessboard.
Connect the dots because they’re not random:
- The US moves decisively on Venezuela, securing its enormous oil reserves, lithium, gold, and rare earth minerals.
- Canada now fully aligned and openly supporting the US steps up with comprehensive diplomatic cover, logistical bases, intelligence sharing, and even limited expeditionary support. Ottawa’s move instantly locks down the entire Western Hemisphere energy corridor, creates a seamless North American fortress, and sends an unmistakable signal to every ally and adversary: “The West is unified, and America is back in charge.” China’s first major lifeline is severed overnight.
- Beijing, panicked, doubles down on its Iranian supplies.
- Then, literally last night, Trump green-lights “Operation Epic Fury” devastating precision strikes (with Israeli support) that target the Iranian regime’s command centers, nuclear sites, and oil infrastructure while broadcasting direct calls for the Iranian people to rise up. China’s second critical lifeline is gone in hours.
That leaves only Russia.
But here’s the masterstroke that’s still flying under the radar…Russia and the US I think are already in back channel talks for a historic deal on energy, trade, and security that brings Russian oil and gas flooding into Western markets. Canada’s rock solid alignment gives Trump the perfect geopolitical bridge…a bulletproof North American energy bloc plus Russian resources creating an unbreakable alliance that completely isolates China.
BRICS is dead in one decisive stroke.
Once China is totally cut off it has zero leverage left. Beijing will be forced to come crawling back to the United States for everything…oil, minerals, technology, and market access. Trump’s response? “Hold our debt.”
America sets the terms.
China is handed massive tranches of US debt at favorable rates, the dollar undergoes a controlled, orderly reset, and the entire global financial system realigns under Washington’s leadership. Central banks worldwide have been stockpiling physical gold for exactly this moment as the ultimate backstop and hedge against the transition.
And here’s what happens to Bitcoin in the next phase because crypto is the missing piece that turns this from dominance into total supremacy:
As the conflict premium hits energy markets and defense budgets explode, liquidity floods risk assets.
Bitcoin, already positioned as digital gold and the ultimate inflation hedge, breaks out violently first surging past $200k on pure market momentum and institutional FOMO.
Then, once the Russia deal is signed and the dollar reset is underway, Trump drops the bombshell…an executive order establishing a strategic US Bitcoin Reserve. Using seized Venezuelan assets and windfall revenues from the new energy alliance, America becomes the world’s largest sovereign Bitcoin holder overnight. This single move does three things at once:
1. It legitimizes Bitcoin under American control, pulling it away from Chinese mining dominance forever;
2. It gives retail and institutional investors the green light to pile in without regulatory fear;
3. It supercharges the market rally needed for midterm victories.
This is the biggest flaw with Donald Trump.
After the 2016 election, Bloomberg called to wish him luck.
Told him, “You’re president now. Hire people smarter than you.” Trump’s answer? “That’s impossible.
There’s nobody smarter than me.” I was there when he said it.
Maggie Haberman later confirmed it in The Confidence Man.
That line tells you everything.
Leadership isn’t about omniscience — it’s about surrounding yourself with people who challenge you.
If you think you’re the smartest person in every room, the room eventually shrinks to fit your ego.
Three keys to living a great life
One - Start your day with gratitude. Heat. Air conditioning. A cup of coffee. You’re alive. That’s not small.
Second — celebrate your friends’ wins. Be the first call when something good happens. If you can strain envy and jealousy out of your system, you’ll live lighter, and you’ll never lack for relationships.
Third, do something you love. I’ve got kids in the arts. I didn’t push them to Wall Street. Money’s great, but meaning lasts longer. As Mel Brooks said, relax — none of us is getting out of here alive.
Gratitude. No envy. Do what you love. That’s the formula.
NEW: Pope Leo XIV has officially snubbed JD Vance’s invitation to the July 4th 250th celebrations in the U.S. Instead, the Chicago-born pope will spend the day on the tiny Italian island of Lampedusa, a major migrant gateway in the Mediterranean, to stand with migrants.
I have today written to the Chair of Labour’s National Executive Committee seeking permission to enter the selection process for a candidate for the forthcoming Gorton and Denton by-election.
Read my letter here.👇🏻
Markets are uneasy, but ARK believes the current macro backdrop is setting up for a turn.
Short-term liquidity pressures, driven by the Federal Reserve’s restrictive stance and the Treasury’s elevated cash balances, are weighing on equity and crypto markets. If interest rates decline further and quantitative tightening ends December 1 as expected, we believe these headwinds should ease soon.
Beneath the surface, inflation data remains sticky, but leading indicators suggest deflationary forces are gaining traction. Declining oil prices, easing money velocity, and productivity gains from technological innovation all suggest inflation will continue to unwind.
While the labor market is softening and government shutdown effects have distorted data, ARK sees these as temporary frictions, not structural weakness. As liquidity returns and policy shifts, a recovery is taking shape.
Watch the November “In The Know” → https://t.co/4Ui7bdL207
@BloodstockPc@Tap_Fintech Thanks for this, indeed a sleeping giant...more of coma really 🤣🤣.
Seriously though, I'm thinking about recording a video with Roman as he knows wayyy more than I do.
watch this space.