Kenny

[Alessandro Calvo @Ale_PPathways]

Towers will go down in Asu more steeply and more quickly than in Dubai.

Today I received a call from a well known local real estate agent, she was freaking out.

"All my clients say they never want to buy in Paraguay ever again. How do I avoid this thing?"

Well, in this case, you actually can't (you won't be able to register a local apartment to a Nevis LLC or a Panama Foundation without establishing a local parment establishment).

Other than Petra and Alzara, I've had the chance to speak personally with the owners/general directors of any big real estate company in Py that builds towers.

Some had just 20%, some had up to 40% of their apartments sold in crypto. Almost always to foreigners.

If 20-40% of demand vanishes overnight, that's gg. Even more so in a very hot market.

By September you'll see the aftermath of the new crypto regulation.

Our thermometer is our community: I can say that most people now are hoping Paraguay will step back from the new rule. If that does not happen fast enough, and big towers buyers feel like the rule will stick, we're months away from a generational buying opportunity.

[Mushin BIP110 @MushinTrading]

Just a reminder, these anti-BIP110 guys are of questionable character.

Run Knots BIP110.

[Samson Mow @Excellion]

It's going to get interesting when yen carry traders discover STRC.

[jack @jack]

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.

first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.

we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.

i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.

a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.

we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.

to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.

to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.

jack

[Truth_Machine @cryptorebel_SV]

Bombshell news. Recent Epstein e-mail leaks show that entities controlled by sex trafficker Jeffrey Epstein funded BlockStream Investments with $500,000 in 2014 through Joi Ito from the MIT media lab. If only someone had warned the #Bitcoin and crypto space about this:

[zerohedge @zerohedge]

Which comes first: bitcoin 300K or a global liquidity crash which triggers a worldwide depression

[Boring_Business @BoringBiz_]

Realizing that the Federal Reserve has been doing the exact same thing with the U.S. dollar for many decades now

[Michael Saylor @saylor]

The greatest risk to Bitcoin is ambitious opportunists advocating protocol changes.

[941 @level941]

INCORRECT. FALSE. LIAR.

Satoshi’s coins are in P2PKH form. The public key is not revealed until you spend. Quantum breaks RSA and ECC only when the public key is exposed. Satoshi’s public keys are not exposed.

If Bitcoin one day does have to migrate or fork into a quantum-safe signature scheme. Satoshi’s unmoved coins will be forever locked. DEAD.

BULLISH.

If Bitcoin ever upgrades to a quantum-safe chain, Satoshi probably can’t or won’t migrate his 1M coins.

We just make stuff up and post it.

Camol is now marked.
All opinions from this account are VOID.

-pigeon

[Stephen Angliss 📖 @Stephen_Angliss]

It's often claimed that the Israel of 1948 is not the Israel of the Old Testament.

Perhaps, but the Israel of AD 33 wasn’t the Israel of the OT either. It was the Roman district of Judea, spoke Greek, had pagan law, and a Pharisaical region.

Yet, Jesus still called it Israel.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Coinbase & American Express officially launch 'Coinbase One Card' in the US, offering up to 4% Bitcoin back on all purchases.

[Sir Escanor (𝘏𝘰𝘱𝘪𝘶𝘮 𝘚𝘭��𝘺𝘦𝘳) @EscanorReloaded]

🔥 amERIKA - THE ERIKA KIRK FILES 🔥

1.
Meet Erika Frantzve Kirk.
Miss Arizona 2012. Trump pageant girl. Casting director.
Now the widowed queen inheriting Charlie Kirk’s empire.

But peel back the “trad wife” veneer, and you’ll find something darker.

2.
She ran Romanian Angels, an “orphan ministry” in Constanța, Romania.
Locals accused it of trafficking children under the guise of mission work.
Exactly the model exposed in Clinton Foundation scandals & Guatamala through ‘Save The Children.’
Those Romanian “orphans” are exported to UK, Israel, and undisclosed islands.

“Philanthropy” or pipeline?

3.
Her résumé writes itself like a honeypot manual:
• Trump’s Miss Arizona, 2012 (Trump-owned pageant).
• Casting director.
• Founder of multiple “nonprofits” with orphan projects.
• Married into MAGA’s golden boy after falling in love over an interview set up by Trump’s team.

That’s not coincidence. That’s placement.

4.
Her father? DoD + Raytheon, Israeli division.
Her parents? Prominent Zionists.
Her grandfather?
Carl Kenneth Frantzve
Vice President of American Bank Note Co. (yes, the ones tied to secure printing & IDs), was Grand Chief of the Independent Order of Vikings, knighted by the King of Sweden.

This is not some random “trad wife.”
She was wealthy before knowing Charlie.

5.
Zoom out.
The architecture is déjà vu:

• Roy Cohn built the CIA sex-kitten blackmail machine.
• Trump owned pageants & hotels perfect leverage farms.
• Epstein wasn’t a fluke, he was a franchise plug-in.

Erika’s pageant-to-“angel” trajectory fits the blueprint.
Why would a young multimillionaire from an initiated family become a Trump pageant girl?.. unless.

Erika attended a Jesuit University, REGIS University located in Denver CO.
Guess who else attended a Jesuit School…

Again, Erika was recruited into modeling, her first pageants were Donald Trump-owned Miss USA pageants, winning Miss Arizona in 2012.

Was she set up for Charlie the way Melania was set up for Donnie?
Brought to the U.S. by Paolo Zampolli
a modeling agent with ties to Mossad, Epstein’s orbit, and elite trafficking rings.

Starting to notice a pattern here?

6.
Even the branding repeats:

• “Tate’s Angels” the cam-girl/trafficking ring.
• “Romanian Angels” Erika’s orphan project accused of trafficking.
• “Angels” as cover for export pipelines of flesh. On the younger side..

This isn’t religious branding. It’s operational branding.

7.
Meanwhile Charlie Kirk’s TPUSA UK launched at the Royal Automobile Club under Prince Michael of Kent, Grandmaster of Freemasonry.
George Farmer (Candace Owens’ husband) sat as Chairman, tied to Andrew Tate long before Candace.

Controlled networks, every link in place.
And George Farmer, Candace’s elite husband ties Tate’s Angels to Erika.

8.
So ask yourself:
Is Erika Kirk the grieving trad wife…
or the CIA-Mossad honeypot who just inherited the keys to MAGA’s youth machine?
Did she pay her dues and rite of passage?

Charlie’s political machine didn’t collapse.
It was transferred.
Resurrected through his ritual death.

[WhalePanda @WhalePanda]

I miss the days when Bitcoin was a simple logic game.

Coins bought = less coins available = number go up

Now through some Blackrock and exchange voodoo the supply never seems to dry up.

(It's not the OG whales, that's a children's story they tell you to not question things)

[Gubba Homestead @GubbaHomestead]

If you have not realized it yet, you are watching a staged show.

Celebrities, politicians, and even religious leaders are in the CLUB.

We are not in it.

The symbolism is in your face.

You have to actively choose not to see it.

What do you think?

[BITCOIN - Decentralized & P2P @Cipherhoodlum]

@saifedean @EnjoyingBitcoin @alanbwt

[Watcher.Guru @WatcherGuru]

JUST IN: 🇪🇺 EU accelerates plans for digital euro stablecoin with potential rollout on Ethereum or Solana blockchain.

[Saifedean Ammous @saifedean]

No, you did not miss the bitcoin train.

We are just getting started.

Just because bitcoin went up a lot does not mean it cannot go up a lot more. On the contrary, the more it goes up, the more it demonstrates product-market fit, the more likely it is to go up.

Bitcoin is different from stocks, bonds, and commodities because it has a much, much larger addressable market. Let's compare:

Apple's total addressable market is 8 billion people who can own an iphone and laptop. A lot of them already do, and a lot of them are too poor, so there's just not much more room for growth. Maybe Apple can increase by 5x, or 10x, but it would need to introduce new products that are wildly popular to do so, which is very difficult. Ultimately, an Apple stock is a claim on cashflow, and it is priced based on expectations of Apple cashflow, and it is not easy to continue to increase cashflow once you're a trillion dollar company.

But bitcoin is money, and its total addressable market is all of the planet's cash balances, which currently include something in the range of $100 Trillion in physical government cash and checking and saving bank accounts, plus ~$120 Trillion in government bonds, ~$22 Trillion in gold, and arguably, a chunk of the world's real estate and stock markets, which people are holding to beat inflation, and not to take risk in search of return. All in all, bitcoin's Total Addressable Market is in the range of $200-300 Trillion, which is about 100 times larger than what it is now. All of these assets are trash compared to bitcoin, and there is no reason for anyone intelligent to hold a significant position in them. Everything held in these assets has lost ~90% of its value against bitcoin in the last 5 years, and will likely keep losing another 90% every few years. The only things maintaining significant demand for these assets at this point are their holders' old age, intelligence deficiency, and susceptibility to government propaganda. They can continue to hold these assets as they decline, making them poorer, or they can shift to bitcoin and start getting richer. Either way, and regardless of what they do, the world's wealth is going to end up in the hard money, and not in the obsolete moneys of the twentieth century.

Bitcoin has no cashflow to price it. Most nocoiners think this makes it a ponzi, but that is only because they have never experienced real money, and only have as a frame of reference the hot potato trash fiat money which everyone smart tries to exchange for hard assets as soon as they can. They are incapable of understanding people demanding to hold money for its own sake, for its ability to hold value, and not for cashflow. This is how gold became the money of the world without generating any cash flow, and this is why bitcoin, which is infinitely better money than gold, is going to continue to monetize and grow.

Nonetheless, bitcoin's demand is highly variable, and with leverage, it will likely continue to be significantly volatile for the foreseeable future, so always keep in mind that it could decline significantly, and manage your position accordingly.

[Tex @texaspeat]

It practically takes divine intervention for a normal person to stumble onto Ray Peat—or any genuinely sound health advice.

You’ll scroll past “quick high-protein meal for busy guys” and it’s a chicken quesadilla, Doritos, and a sugar-free Red Bull, or some bald 50-year-old carnivore telling you $1 Carl’s Jr. patties are all it takes to be healthy.

With ignorance and incompetence flooding the zone, most people only find the truth when they’re desperate enough to dig through the noise.

[COMBATE |🇵🇷 @upholdreality]

Peter Thiel warns about the Antichrist while wiring the world for total surveillance, militarizing AI, and laying the groundwork for techno-fascist rule

Even Ross Douthat had to say it: you're not resisting the Antichrist—you’re building his kingdom