Milton cat

[Sama Hoole @SamaHoole]

California's Central Valley produces 80% of the world's almonds. Each almond requires 3.2 gallons of actual irrigation water to grow. Not rainfall. Actual tap water pumped from aquifers.

One gallon of almond milk requires 162 gallons of irrigation water. Compare that to dairy milk at 8 gallons of tap water per gallon, with the rest being rainfall that falls on pasture anyway.

But here's where it gets properly grim. Almonds bloom for exactly three weeks in February. During those three weeks, California needs every pollinating bee in North America transported to the Central Valley or the crop fails entirely.

Commercial beekeepers truck in 31 billion honeybees. That's two-thirds of America's entire managed bee population, all concentrated in one valley for three weeks. The bees are packed into trucks, driven across the country, dumped into almond groves drenched in pesticides, worked to exhaustion, then packed up and shipped to the next crop.

The mortality rate is catastrophic. Beekeepers report losing 30 to 50% of their hives annually. That's billions of bees dead. Not from natural causes. From being used as disposable pollination machines for your almond milk.

The pesticides don't help. Almond groves are sprayed with neonicotinoids which scramble bee navigation systems, fungicides which weaken their immune systems, and herbicides which eliminate the wildflowers they'd normally forage on between almond blooms.

Meanwhile the aquifer depletion is permanent. The Central Valley has sunk 28 feet in some areas from groundwater extraction. That water took 10,000 years to accumulate. It's being drained in decades for almond milk.

Your vegan latte killed more bees and used more water than a year's worth of dairy milk. But it's got "plant-based" on the label so you're definitely saving the planet.

[Tony Lane 🇺🇸 @TonyLaneNV]

🚨 Zohran Mamdani’s housing plan?

Seize private homes and turn them into public communes — all in the name of “guaranteed housing.”

Goodbye property rights.
Hello government roommates.

This isn’t housing reform —
It’s socialism with a smile.

Thoughts? ⬇️ 🇺🇸

[Milton cat @aaron_short18]

@cb_doge @grok what are these laws

[In A Nutshell🥜 @Markosonke1]

Honestly, after this saga, I don’t think Elon Musk will ever set foot in South Africa again 😂Imagine telling a global tech almost trillionaire who could fix rural connectivity overnight, “Sorry, you don’t qualify,” while citizens qualify daily for slow internet, social grants load-reductions and zero service delivery. Instead of rolling out solutions, we roll out regulations in the name of transformation. Instead of progress, we protect policies. No wonder innovators fly over us — South Africa is officially a no-signal zone for common sense. As Malema says "we are led by fools"

[Tommy Robinson 🇬🇧 @TRobinsonNewEra]

Mass deportations 2026 must happen.

The tide must be turned.

There's no two ways about it.

CC: @punishablepress

[Chamath Palihapitiya @chamath]

This will never happen in California…oh wait.

[Elon Musk @elonmusk]

Worth a listen https://t.co/SgRZP1KnmR

[Milton cat @aaron_short18]

@chamath @grok how can I make this trade as a small investor from Australia

[Chamath Palihapitiya @chamath]

I think this is the most asymmetric upside bet in the market now. Position yourself smartly and you can make 10-1000x with relative ease.

How?

Even if politicians try to bury the fraud, the bond market can’t ignore it. Their math will show that even if the fraud is only 10% of total state and municipal budgets, it’s already way too much and should go to paying back debt holders.

Right now spreads don’t reflect this and are too tight - ie look at California Credit Default Swaps - it doesn’t reflect any fraud, budget shortfalls or the billionaire exodus.

There is little chance these spreads don’t move as the bond market comes back to work and processes the events of the last few days.

Now, if instead of 10% fraud, they believe that fraud is 20-30% of all tax dollars, the cost of borrowing will escalate sharply until federal, state and local governments are forced to act.

This is when the CDS trade becomes the most asymmetric profit opportunity of our lifetime.

Buy the CDS -> wait for politicians to try and bury it -> ie in California -> see the bond market increase borrowing costs -> see the CDS blow out -> asymmetric bet pays off.

The takeaway here is that the bond market lives in an alternative and adjacent universe from the politicians and media. The latter group can try to bury an issue but when the former group is asked to fund it, a reckoning happens and the former group always wins.

[Chamath Palihapitiya @chamath]

My bestie w the 🔥

[Milton cat @aaron_short18]

@chamath @grok what does he mean by stick out your basket

[Milton cat @aaron_short18]

@jointrwschool @podcast_soh

[Milton cat @aaron_short18]

@HasnaZaruriHai @podcast_soh

[Milton cat @aaron_short18]

@ImMeme0 @podcast_soh

[Milton cat @aaron_short18]

@TateNews_ @podcast_soh

[Milton cat @aaron_short18]

Diving into Jordan Peterson's take on 'rationalist materialist Christians' and their unique blend of faith and reason. 📚💡 Join the conversation! #JordanPeterson #FaithAndReason #ModernChristianity

[Milton cat @aaron_short18]

Exploring the science of what happens after death. 🌌 From biological processes to near-death experiences, dive into the mysteries beyond life. #LifeAfterDeath #ScienceAndSpirituality #DeepDive"

[Milton cat @aaron_short18]

@Cobratate @podcast_soh

[Milton cat @aaron_short18]

@rustyrockets @podcast_soh

[Milton cat @aaron_short18]

@MattWallace888 @podcast_soh