with the clarity act dead i've spent the evening reviewing my thesis. bitcoin ran 17 years, 30 halvings' worth of cycles, an etf approval and a us strategic reserve without a single senator explaining what a "digital commodity" is. that streak ends tonight. without a 1,200 page bill clarifying whether the sec or the cftc gets to fine coinbase, the network simply cannot produce blocks. so i'm rotating into real fundamentals. after extensive due diligence i've identified an emerging american growth company with 50+ consecutive years of dividend increases, a durable moat and zero regulatory ambiguity: coca-cola, founded 1886. management has been executing for 140 years, it's basically pre-seed. also allocating to waste management inc, because garbage is the only asset class with guaranteed inflows every tuesday. congress can't rug trash.