Samuel

Proud to be Christian ✝️ , but also crazy. “I am the Way, the Truth, and the Life; no one comes to the Father except through me.” Jesus of Nazareth (John 14:6)

[SightBringer @_The_Prophet__]

⚡️The world in 2040.

Money finishes its mutation.

The dollar of 2040 is openly what it is quietly becoming now: an instrument of state allocation, not a neutral store of value. The machine-dividend transfer state, born in the political wave of 2028 to 2032, is a fifth of federal outlays and constitutionally untouchable, the new Social Security.

Its funding settles the currency's fate: perpetual structural expansion, a hard floor under inflation, a fully institutionalized two-tier system. Households transact in surveilled digital dollars and save in the ark assets, and nobody finds this strange, the way nobody in 1990 found it strange that money had no gold behind it.

Gold's long sovereign accumulation cycle ends the way those cycles always end: a de facto revaluation nobody announces, reserves quietly marked to market as collateral for the bailout rounds.

Bitcoin at 2040 is boring. That was always its win condition. A $10 to $20 trillion asset held by treasuries and sovereign funds, the reserve system's neutral settlement layer for a multipolar world that trusts no single issuer. Its volatility died with its adolescence. The interesting monetary question of 2040 is no longer Bitcoin at all: it is whether the machine economy's own unit, compute claims, energy-backed instruments, the tokens agents actually clear in, starts displacing state money where no human is in the transaction. It is beginning to.

The economy is agents transacting with agents, audited by humans who sign. The accountability wall becomes the constitutional order of work: a licensing regime reserving the categories of consequence to human signatories. Medical judgment. Legal liability. Fiduciary duty. Force. Elections. Not because humans decide better, but because the polity chooses to keep a human throat to choke. Everyone knows the signature is largely ceremonial. The ceremony is the point: it keeps the legitimacy circuit closed.

Below that line, the deliverable economy runs machine end to end, and labor's share of income sits under 40%, down from 60% in 2020. Most people's income is a braid: dividend, asset returns, and the care-status-craft economy, which turns out vastly larger than anyone expects. The scarcest professional asset on earth is trained judgment with liability attached, produced by guilds built from scratch after the old career ladder burned in the late 2020s.

The state and the machine share one balance sheet. The equity stakes governments began taking in AI companies during the 2020s compound into the defining institution of mid-century: the sovereign fund as the state's operating core, holding the AI complex, the energy stack, the water, the compute. American dirigisme, Chinese state capitalism, and European regulation converge on the same terminal structure: the state as universal shareholder.

The verification economy becomes the largest new industry of the 2030s. When machines write most of what is read, proof becomes the scarce good: proof of human, proof of origin, proof of physical settlement. The trust layer is to 2040 what the internet was to 2010, and its chokepoints are where the fortunes sit.

China's chronic depression runs its course into a shrinking, aging, automated fortress economy, still formidable, no longer rising, its Taiwan window closed somewhere in the early 2030s. The wars of the 2030s are water wars and compute wars, fought through sanctions, siting, and sabotage. Population peaks nearly everywhere that matters. The scarce input of 2040 is young humans, and states compete for them the way they competed for capital in the twentieth century.

The two-hundred-year era in which a human's future labor was the world's core collateral, the thing money, credit, pensions, and politics were built on, ends in this window. Everything in 2040 that works, works because it repriced around that ending early. Everything that breaks, breaks because it was still denominated in the old collateral.

[Dustin @r0ck3t23]

Peter Thiel just named the rule that decided if Elon Musk stayed or left. It has nothing to do with left or right.

Thiel: "I've known Elon since 2000. He was never doctrinaire, but for the first 20 years, he was left of center."

Tesla. Clean energy. Electric cars. About as left of center as it gets.

Then the terms changed.

Thiel: "This intellectual straitjacket where you're not allowed to have ideas. Even if you agree with 80%, it's never enough. You have to be 100%."

No idea on Earth requires 100% agreement. Only power does.

Thiel: "There's just no individuality left whatsoever."

Thiel: "The Democratic Party, it's like the Empire. They're all Imperial stormtroopers. We're the ragtag Rebel Alliance."

Not just him. Every institution that used to reward the odd ones now filters them out before they rise.

He didn't change. The room did.

Thiel: "It certainly seemed incredibly dangerous to me what he did, incredibly courageous."

Thiel: "Elon gave people a great deal of cover."

Not because he won the argument. Because he went first.

The straitjacket only holds you if you believe you need permission.

Everyone still wearing one is calling it a coat.

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: Sheridan Gorman's angel mom just dropped this raw truth nuke straight to Democrat members of Congress

"I don't understand why it's only the REPUBLICAN side that cares about our American children!"

"Basically what you just did, what you said was, 'I'm so sorry for your loss. I have a daughter too. I have a son. I feel your pain...'"

"You DON'T feel my pain. Because the next words out of your mouth were, 'BUT.'"

"There's no 'BUT' when your child is in a coffin!"

"And I need you to understand that. And if you ever want to talk about it, I'm here, I'm going to buy you a bench. I'm going to buy. You can put that on the record. I'm going to buy Congress the bench. And they can come and sit and hold my hand and look me in the eye and explain to me why illegal immigrants are more important than my daughter. I really want to know what because I don't understand!"

[Spike Brehm @spikebrehm]

they did it. the mad lads actually did it.

i never talked about my time at DOGE last year because it was so controversial and contentious (remember that?)

early last year, @jgebbia recruited a handful of his most trusted early Airbnb engineers to embed at the Office of Personnel Management to solve the "retirement paper" problem.

processing a federal retirement took months, and in the extreme retirees could wait up to 6 months for their full pension to arrive. what was the holdup? paper. remember hearing Elon talk about "the mine" in Pennsylvania? we got to visit it. in deep underground caverns blasted out of limestone, there were literally acres of file cabinets, as far as the eye could see, storing files detailing federal employees' employment and paystub history. a simple "case" might be only a quarter or half inch thick, but really complex cases filled up whole filing cabinets. one famously took up a whole pallet.

each case was hand processed by case workers in cubicles deep underground. they checked calculations, made sure forms were filled out properly (many weren't), and handled a long tail of complex issues. we'd watch as they keyed data into a black and white terminal, transmitting to the COBOL mainframe built many decades ago.

since cases were processed by hand, there were multiple rounds of human review, and additional rounds for complex cases. case files were walked around between one worker's outbox and another's inbox. sometimes it would sit in one place for days, waiting to be picked up.

to OPM's credit, they'd done multiple rounds of "digital transformation" spanning decades, so some systems were newer than others. there was a big effort in the mid-90s. but the systems were disparate, and it was a total maze getting them to talk to each other. there was a big effort to build a web app where employees applying for retirement could digitally fill out the necessary forms — just to be mailed to the mine and stuffed into the paper file. and few federal agencies were even using it.

when we arrived, OPM was midway through a fresh attempt at digital transformation, delivered by a software contractor.

the blackpill was seeing the terrible quality of the software and interacting with the contractors. coming from silicon valley, i couldn't believe how low the talent and quality bar was for selling software to the government. it's clear, as the OG USDS people explained to me a decade ago, the primary skill these vendors have is securing government contracts. it's a huge moat. delivery of quality product be damned.

we fired the vendor and took over the project. they'd been working on it for more than a year, and there was another year before they were going to deliver it. at first we tried to bend it to our will, to actually connect all the various data sources and get to a decent UX for case workers in the mine to use, but we soon realized we were going to have to rebuild the whole stack from scratch.

it was around this time I had to go back to new york — i had a new job waiting for me, a four month old, and a wife whose patience was running out. but i got to watch from afar as the team cranked day and night, hitting early milestones. and now they've fully done it.

huge congrats to Joe and the team. @yatshitcray was the hero in the trenches. indefatigable, unrelentingly optimistic, and determined to see this project through. when i recruited him for "ok i can do two, maybe three months", he stuck it out over a year making this project a reality.

while the retirement project was under the DOGE banner, it operated different from what you heard from the breathless, negative media — we came in with the attitude of partnering with career OPM employees. we were team members determined to bring our software talents to bear on the problem they've been trying to fix for years, which they hadn't had the resources to solve before. they were wary at first, not sure about us, but they quickly saw how authentic and determined we were to work together toward the same goal. props to Joe for developing those relationships, setting the example of how to collaborate together.

what's the end result? lifelong federal employees, veterans, postal carriers get their full pension installments almost immediately. days instead of months. peace of mind for these people to devoted their careers to serving our country. massively streamlined operations inside of OPM. and NO MORE PAPER 🫡🇺🇸

[MartyParty @martypartymusic]

82% of Bitcoin is in cold storage - the dollar price is being negotiated with no supply/demand dynamics just manipulation via unregulated derivatives.

Centralized crypto exchanges are beyond corrupt. Nobody is selling the asset except the exchange to themselves through wash trading.

[Exitosa Noticias @exitosape]

🔴🔵 #ElInformativoDeExitosa📺📺 | El Jurado Electoral Especial de Lima Centro proclamó los resultados correspondientes a su jurisdicción, donde la candidata de Fuerza Popular, Keiko Fujimori, obtuvo 261 325 votos, consolidándose como la ganadora en esa circunscripción.

📻 95.5 FM
📡 6.1 señal digital abierta
📺 Movistar: 34 SD - 734 HD
🌐 https://t.co/BsJDK3TG8j

[Guillermo Gomez @G_GomezJ]

La política peruana entra en una nueva etapa. Keiko Fujimori fue
confirmada como la próxima presidenta del Perú, luego de imponerse en la segunda vuelta presidencial, según los resultados oficiales de la Oficina Nacional de Procesos Electorales (ONPE).

La ONPE informó que, con el 99,976 % de las actas escrutadas, la candidata del partido Fuerza Popular mantiene una ventaja de 48.626 votos sobre su contendor. Además, la autoridad electoral señaló que solo quedan 22 actas por contabilizar, equivalentes a cerca de 4.400 votos, por lo que el resultado ratifica su victoria.

Con este triunfo, Keiko Fujimori ejercerá la Presidencia del Perú por primera vez, tras haber competido en varias elecciones presidenciales anteriores.

[SightBringer @_The_Prophet__]

⚡️X Money is the financialization of attention.

The real move is not the card, the APY, or the FDIC sweep.

The real move is turning X from a place where people argue, post, read, buy subscriptions, and follow markets into a place where their cash sits.

That changes the platform category.

A social app with money inside becomes a behavioral bank.

Every deposit increases opening frequency. Every payment deepens identity. Every card swipe extends the platform into the physical world. Every creator payout, tip, subscription, transfer, rent payment, or wire becomes another reason to keep the financial loop inside X.

The 6% APY is a weapon. It is designed to humiliate legacy banks, break deposit inertia, and make users ask why their existing bank pays them almost nothing. That question is the fracture point. Banks have survived because people are lazy, scared to move money, and used to bad interfaces. X is attacking all three at once: yield, convenience, and identity.

The $10M insurance headline is trust architecture. Most people do not understand sweep networks, partner banks, or balance allocation. They understand “insured.” That line exists to neutralize the fear that a social platform is too risky for serious cash. Once fear drops, the APY pulls.

The @-handle card is more important than it looks. Names belong to the old banking layer. Handles belong to the social identity layer. X wants financial identity to attach to public digital identity. That is how money becomes native to the social graph.

The deeper play is obvious: deposits are the beachhead. Payments come next. Creator finance follows. Merchant tools follow. Credit follows. Stablecoin rails or tokenized settlement become natural later. Prediction markets, subscriptions, tipping, payroll, ads, and commerce all become more powerful once the platform controls stored value.

Legacy banks should hate this because X does not need to win banking the old way. It does not need branches. It does not need to make all the spread. It can subsidize financial features because the real return is engagement, transaction data, user retention, creator lock-in, and platform gravity.

The risk is execution. Payments are unforgiving. Fraud, support, account freezes, compliance, chargebacks, KYC, AML, partner-bank dependency, regulatory attention, and trust failures can damage the whole brand. Moving money is a different game than hosting speech. One failed wire or frozen account feels existential to a user.

But the strategic read is clear: X Money is the revival of the original https://t.co/RA2p5HXTlW thesis with a social distribution engine PayPal never had.

The future version of X is not just a feed.

It is identity, speech, payments, savings, creator income, commerce, financial products, and eventually digital settlement inside one behavioral surface.

That is why this matters. If X gets money storage right, the app becomes harder to leave than almost any media platform ever built.

[Libs of TikTok @libsoftiktok]

BREAKING: David Steiner, the US Postmaster General, has informed Congress that USPS will NOT deliver mail-in ballots to states that refuse to comply with Trump's EO, which ensures that people receiving mail-in ballots are US citizens.

Democrat meltdown incoming...

[ThePersistence @ScottPresler]

I FOUND IT!

Had to watch CSPAN just to get this clip.

👉The US Postmaster General just said that the USPS will NOT deliver mail-in ballots

to states that have NOT turned in their voter lists👈

President Trump’s Executive Order is responsible for this.

[Elon Musk @elonmusk]

Wow

[Vivek Sen @Vivek4real_]

ELON MUSK: STARSHIP TRAVELS FROM TEXAS TO AUSTRALIA IN UNDER 40 MINUTES

"IT'S LIKE 17,000 MILES AN HOUR OR 25 TIMES THE SPEED OF SOUND … IF YOU COMPARE IT TO A BULLET … IT'LL BE ABOUT 30X FASTER THAN A BULLET FROM A HANDGUN … AND IT'S THE SIZE OF A SKYSCRAPER."

[Muskonomy @muskonomy]

NEWS: Two years ago, an internal document from the Center for Countering Digital Hate listed "K*ll Musk's Twitter" and "Trigger EU & UK regulatory action" as annual priorities.

CCDH was co-founded by Morgan McSweeney, who later became UK Prime Minister Keir Starmer's Chief of Staff.

This week, Starmer threatened to remove X's right to self regulate.

UK regulator Ofcom opened a formal investigation into X over Grok.

Ofcom can fine X up to 10% of its worldwide revenue or block X in the UK entirely.

Starmer also announced this week a UK ban on under 16s using social media including X by spring 2027.

The 2024 documents were published by journalists Paul Thacker and Matt Taibbi.

[Elon Musk @elonmusk]

Wow

[Anthony Pompliano 🌪 @APompliano]

SpaceX hit $3 trillion market cap today.

This means Elon Musk made more money in the last 24 hours than Warren Buffett made in his entire lifetime.

Insane.

[Elon Musk @elonmusk]

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[Chicken Genius @chickengenius]

Why I went all in $SATS

Here’s the maths:
SpaceX IPO at $135
SpaceX S1 disclosed Echostar owns 261.8 million shares

🔸$135 X 261.8 million shares = $35 Billion

While echostar was worth less than $35 Billion yesterday

Question:
Do you really think that you can put a $135 limit order on ipo day to get the shares?
NO!! Hyperliquid premarket AT $180 already 😂

Your best chance is do a market order buy on $sats before spacex ipo if you are bullish on spaceX

Here is where it gets crazier:
FCC APPROVED deal $22.65 Billion Cash for selling low to mid-band spectrum to AT&T

🔸So that’s worth ZERO? or NOBODY FKING CARED LMAO

My valuation ex- spaceX:
Net cash after debt paydown
$8.5 billion
Remaining unsold spectrum
$10 billion
Core operating business
$10 billion
Total Ex-SpaceX $28.5 billion

🔸Value per share EX- SpaceX ~ $86 ( Conservative )

Now let’s go from crazier to NUTS:

Short interest is 31% !!!! WTF LMAO
But the issue is founder owns 50.5% stake and 86.8% voting rights.

So the short interest on the remaining whatever available float? What’s that? 60++++%???

Seldom market hands you free money. When it does, go all in.

____

P.S. I seldom write long thesis anymore. Why? The hardworking ones will be rewarded with their own DD. You make your own conviction rather than relying on me for customer support.

And what do you want more when I put my own $$ on the line? Who does this transparently? Action speak more than words.

Once in a while, I'll write. But don't count on me mansplaining often. It's better for you to build your own conviction.

[🇺🇸RealRobert🇺🇸 @Real_RobN]

Based on one single piece of verifiable evidence—and nothing else—from the entirety of the November 3, 2020 election:

Over 10,000 illegal aliens used the exact same Social Security number—voted in the November 3, 2020 presidential election.

This means the SAVE America Act would have prevented the overthrow of the United States government.

[Skscartoon @skscartoon]

SpaceX IPO will create 4,400 new Millionaires, from engineers to Cafeteria workers.

God bless Capitalism