Trace

AI/ML Engineer and Investor | Monitoring the Situation ✝️

@LabsRebase

[swagner @BayouBikeyBoi]

You guys know the only reason ERCOT doesn’t have to issue as many energy conservation warnings is because Texas produces a ton of solar energy

[Trace @Trace__Smith]

@IncomeSharks Goes both ways….🙄

[Trace @Trace__Smith]

@CryptoSavy1 @cryptocupra Figured out the algo Craig that $BTC crashing gets views? Another “not interested” post from you.

[Krakenmiller @krakenmiller]

[아직까지 크립토에 남아있는 이유]

1. 미국 정부는 부채가 굉장히 많음(GDP의 120%)

2. 게다가 금리가 높음.

3. 1+2의 조합으로 매년 천 조가 넘는 이자비용을 내고있음(이자비용>국방비)

4. 3번을 해결하기 위해선 2가지 방법이 필요

5. 부채 줄이기

6. 금리 낮추기

7. 5의 방법을 위해선 또 두가지 방안이 존재함.

8. 지출을 줄여 부채를 상환하거나

9. 돈을 찍어 부채를 녹이거나

10. 역사적으로 대부분의 정부는 9번 방법을 선택함

11. 그래서 앞으로도 돈을 많이 찍어야함

12. 돈을 찍으려면 돈을 사 줄 사람이 필요함

13. 근데 지금은 기존 채권 보유자들도 던진다고 압박중

14. 여기서 스테이블코인이라는게 등장

15. 스테이블코인은 달러와 1대1로 페깅된 자산으로 담보로 달러를 요구함

16. 사실 담보로 달러로 표시된 미국 단기채 이용

17. 스테이블코인이 많이 찍힐수록 미국 단기채 수요가 증가함

18. 단기채 수요가 증가하면, 미국은 돈 찍기 가능

19. 미국 재무부 차입위원회의 단기채/장기채 권고비중은 단기채 15-20%, 장기채 80-85%정도지만 베센트는 단기채 비중을 늘리고 싶음.

여기서 금리얘기를 잠깐 해보겠음.

20. 미국은 매년 많은 양의 채권을 롤오버하고 있음.

21. 이미 발행된 채권의 액면금리(쿠폰금리)는 고정되어 시중의 채권금리에는 영향이 없음.

22. 다만, 롤오버시점의 시중금리에 영향을 받음.

23. 즉, 시중 채권금리가 낮아져야 롤오버시점 채권 금리가 낮아지고 이자부담이 완화됨.

24. 당연히 공급이 줄면 해당 물건에 대한 가격이 비싸짐.

25. 채권이 비싸진다 = 채권 금리가 낮아진다.

26. 근데 단기채권의 금리는 기준금리 따라가고, 장기채권 금리는 수요/공급/기간프리미엄/향후 성장률 등 복잡한 요인들이 섞여서 결정됨.

27.장기채 금리 요인 중 재무부가 직접적으로 컨트롤 가능한 건 공급량임.

28. 따라서 재무부는 장기채 공급을 줄이고 싶음.

29. 장기채 공급을 줄이려면 장기채 대신 단기채를 많이 찍어야함.

30. 단기채를 많이 찍기 위해서는 단기채를 받아줄 돈이 필요함.

31. 이걸 스테이블 코인이 할 수 있음.

32. 따라서 미국은 스테이블 코인 시장을 키워야함.

33. 현재 스테이블 코인 시총은 약 3,000억 달러.

34. 씨티은행은 스테이블 코인 시총이 28년도에 2조 - 4조 달러 수준으로 커질 것으로 전망.

35. 보수적으로 보면 7배, 낙관적으로 보면 10배가 넘는 상승임.

36. 스테이블코인을 키우기 위해서는 어떻게 해야하냐.

37. 스테이블코인의 용도는 크립토 트레이딩 / 디파이 담보 / 송금 등인데 대부분 크립토 트레이딩으로 사용중.

38. 결국 스테이블코인 수요를 늘리려면 코인을 구매하게끔 해야함.

39. 코인을 구매하게끔 하는건 펌핑만한게 없음.

40. 결국 코인 펌핑 -> 스테이블 코인 수요 증가 -> 단기채 수요 증가 -> 장기채 공급 감소 -> 국채 금리 하락이 가능.

41. 따라서 코인 펌핑은 필연적이라고 봄.

[Mario Nawfal @MarioNawfal]

This is one of Tucker's most explosive interviews about Trump, Iran, and who is actually in control of the U.S

He said Trump was pressured into a war he didn't want, knew it was a bad idea, understood it could wreck his presidency and blow up the global economy... and did it anyway.

Not because he was fooled or misinformed, but because he couldn't stop it.

Think about what that means.

Trump spent years campaigning against forever wars. If he understood the risks of attacking Iran, hated the idea of another Middle East disaster, and yet ended up there anyway, then the story isn't about Trump.

It's about the forces that were able to move him so far away from his campaign promises and values.

And Tucker goes there.

He talks about the donors, Netanyahu, the pressure Trump was put under, and how he changed after the Butler shooting.

He also talks about why he believes he'll eventually be silenced.

And then, right in the middle of the interview, Trump posts that peace may finally be on the table.

So the whole conversation suddenly becomes something bigger: Can Trump still break free? Can he actually walk away?

Or was the moment everyone voted for in 2024 already lost long ago?

Whether you agree with Tucker or not, this isn't some recycled Fox News talking-point session.

This is asking a question that almost nobody in mainstream politics is willing to ask:

If the most powerful man in the world can't do what he wants, then who the hell is actually in charge?

@TuckerCarlson, @TCNetwork

[Sense Receptor @SenseReceptor]

Catherine Austin Fitts sums up the NWO agenda:

"The people... running the planet don't look at you... as the same species as they"

"they want to reduce population"

"[for] the [rest of the] population they're managing... they want to delegate the governance structure to an AI"

"that's why you need all these massive data centers and extraordinary satellites and surveillance systems"

"if you look at what they're doing now with closing down the [Strait of Hormuz] coming into planting season, it looks to me like we may be facing an intentional engineering [of] massive famine"

This clip of Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (@solari_the), is taken from a discussion with David Morgan (@silverguru22) posted to YouTube on March 13, 2026.

----------------Partial transcription of clip---------------

"So here's the thing. The real vision is so psychopathic that it's very hard for people to believe that it's true.

"And you have to understand, the people who are running the planet don't look at you and me as the same species as they. And what they want is, they want. They've now created a technological infrastructure where it's much easier and risk free for them to have a much smaller population.

"So they would like to see significant depopulation on a steady basis, which is what they've been doing since the financial coup started in America, they've been steadily lowering life expectancy and steadily lowering fertility.

"These are long-term trends. But if you look at what they're doing now with closing down the straits coming into planting season, it looks to me like we may be facing an intentional engineering to engineer massive famine, very significant famine and energy lockdowns. This time it won't be Covid, it'll be, oh, we can't afford to, you know, we have to preserve gas for national security.

"So, you know, we've seen these kinds of restrictions now in Thailand, Peru, you know, it's coming on around the world as the straits remain closed.

"So they want to reduce population, but they, what they want with the population that they're managing is they want to delegate the governance structure to an AI infrastructure like a social credit system, that can do surveillance and institute spatial control and financial control at very, you know, a one-by-one level. And that's why you need all these massive data centers and extraordinary satellites and surveillance systems"

[Andrew Lokenauth @FluentInFinance]

Business schools are now cutting MBA programs by as much as 50% due to falling demand.

Applications are collapsing and the reasons are impossible to ignore:

- AI is wiping out the white-collar jobs MBAs were built to unlock

- The job market for new grads is the weakest it's been in years

- Average MBA debt sits around $80K-$100K (before interest even kicks in)

The ROI is falling. The risk is rising.

Business schools are in panic mode right now.

For decades, schools sold one idea.
Pay $150K now. Earn it back in 3 years.
That math doesn't work anymore.

The scam is finally collapsing.

[AdiiX @adiix_official]

SOMEONE JUST KILLED THE REAL ESTATE INDUSTRY

A guy scanned an entire house with his phone. Uploaded it.

Now anyone on Earth can walk through it in a browser tab. No app. No VR. No agent. No appointment.

Click → you’re inside. Every room. Every angle. Every shadow. Photoreal.

The numbers are insane:

- Agent fee on a $500k home: $15,000
- Cost to make this scan: ~$200
- Time to “tour” 50 houses: one evening
- File size: smaller than a TikTok

The science is wild too:

It’s called 3D Gaussian Splatting instead of polygons (how games render), it uses millions of tiny glowing “splats” of color and depth.

AI reconstructs reality from your photos. The result loads on a phone and looks like you’re THERE.

The grift opportunity is even wilder:

Freelancers are already charging $300–$800 per scan for realtors, Airbnbs, venues, car dealers, museums.

One person + one phone + one weekend = a business.

Open source. Built on PlayCanvas.

Free GitHub: https://t.co/ew6Ql8Ad6u

[Mary Talley Bowden MD @MaryBowdenMD]

Hantavirus is a RNA virus, and ivermectin should work against it.

Ivermectin blocks RNA viruses from entering the nucleus, inhibits viral replication, disrupts integrity of the viral membrane and can prevent viral replication.

[Philip Pilkington @philippilk]

Are you hungry?

That sucks.

🍔❌

[Andrej Karpathy @karpathy]

This is the the quote I've been citing a lot recently.

[Dave W @dmweisberger]

I just spent 2 incredible weeks in Italy and it is so frustrating to come back to the U.S…

How is it possible @RobertKennedyJr that the Italian food supply is so vastly superior.

I literally ate bread at every meal, dessert multiple times per day, and generally ate way more than I do in the U.S.

Not once did I have acid reflux. Not one headache, no digestive problems, and I didn’t gain any weight.

If I ate the same way in the U.S. (I used to at times) I would have gone through a full bottle of Tums and Advil just to get through the day…

WHY does the U.S. allow glyphosate in wheat, high fructose corn syrup in food and who knows what in our milk products?

The difference in quality of life in Italy vs the U.S. is staggering from their common sense (anti corporate) food regulation.

WHY aren’t more people upset about this?

The U.S. is the richest country in the world and we eat like one of the poorest.

[redpillbot @redpillb0t]

Tim Dillon: “Is Iran the reason that no one can afford a house? Is Iran the reason that there's fentanyl everywhere? When your insurance won't cover a knee operation is your main concern Iran? This is the craziest sh*t I've ever heard.”

[Trace @Trace__Smith]

$CAR - what happened to the bros saying this was going to $1k?

[Trace @Trace__Smith]

Amazing 🙌…. Act 2:17

[PBD Podcast @PBDsPodcast]

“Faith Is Making A COMEBACK” - Young Men Turn To God As Belief In Religion SOARS

[Robert J. O'Neill @mchooyah]

If demons were real, they’d probably get really rich and famous, using their sufficient knowledge of God, and they’d smile and preach & sing it in your face while mocking you with the Ferraris and jets that you pay for…probably…

[Andrew Yang🧢⬆️🇺🇸 @AndrewYang]

The end of office jobs will be very difficult for a lot of people. https://t.co/6829id3TX6

[HealthRanger @HealthRanger]

It really has become Idiocracy, hasn't it?

[Trace @Trace__Smith]

Funny how all the retail bros were saying $CAR was going to run keep running. Yet they forget - what goes up, must come on down!