Bushido

[Bushido @boris313_]

@Jason Hey @grok How is it possible that this guy is claiming?

[Bushido @boris313_]

@Kalshi Hey @grok is this more strict than the limits that CCP put on Chinese teens?

[Bushido @boris313_]

Hey @grok why this man killed himself?

[Bushido @boris313_]

@elonmusk this guy fucks

[Bushido @boris313_]

@RoofKorean7 Talk about #IranRevolution2026

[Bushido @boris313_]

What about Quantum could crack ECDSA, expose privkeys on spent coins, and enable mass theft—eroding trust in BTC's scarcity even if the 21M cap stays.

Worst case: CRQC by 2028–2030 (Buterin/AI timelines), stolen coins flood markets.

Best: 2040+ or blocked by physics. BTC can fork to PQC sigs, but the risk is real & asymmetric.

calling it a clean 'option' bet glosses over this tail-risk bomb—still all-in?

[Bushido @boris313_]

@elonmusk It’s not accurate!! Need to say that your insurance will increase when you drive on MAD MAX or Hurry mode. I’ve been a victim of this, and my insurance premium went up by 80% in a matter of couple months while I drove more than 96% of my mileage on FSD. @Tesla

[Bushido @boris313_]

Tesla's data moat is unbeatable: 7B+ real-world miles driven, billions more added yearly—fueling weekly FSD improvements no OEM can replicate. NVIDIA's Alpamayo (launching Q1 2026 in Mercedes CLA) is powerful & customizable, but lacks Tesla's massive edge-case data and OTA iteration flywheel.Robotaxi race?

Tesla's already running unsupervised tests in Austin/SF, Cybercab production starts April 2026 (~20¢/mile), with full ecosystem (charging, app, insurance) locked in.Competitors are 5-7 years behind. Tesla wins short-term, dominates long-term via scale & margins.

[Bushido @boris313_]

For average retail investors, the best way to bet on municipal credit deterioration (like @chamath state CDS idea) is buying put options on muni bond ETFs.

Top choice: Puts on iShares National Muni Bond ETF (MUB, ~$107 as of Jan 2026). Get options approval in your brokerage (e.g., Schwab, Fidelity). Buy OTM puts expiring 6-18 months out for leverage—asymmetric upside if prices fall on budget risks, limited downside to premium.

Alternative: Short MUB shares via margin account.

High risk; defaults rare. Start small.

[Bushido @boris313_]

@hamptonism Black Hawk Down

[Bushido @boris313_]

could seriously tackling government waste actually help our bond ratings and yields? I'm no expert, just crunching public numbers here. GAO says annual fraud/waste might be $233B–$521B (roughly 0.8–1.7% of ~$30T GDP). Deficit's around $1.8T (6% GDP), debt $38T (127% GDP), 10yr yields ~4.2%.If we sustainably cut even part of that, it could slow debt growth and signal better fiscal health—maybe stabilize or improve ratings (currently not full AAA).

[Bushido @boris313_]

@zerohedge CFIUS blocks are bipartisan: Dem presidents acted too.Obama (2012): Blocked China's Ralls wind farms near naval base.Obama (2016): Blocked China's Aixtron semiconductor deal.Biden (2024): Forced China-backed MineOne divest near missile base

[Bushido @boris313_]

@unusual_whales Especially in a country that's a historic powerhouse of automotive manufacturing with iconic homegrown brands like Fiat, Alfa Romeo, and Lancia

[Bushido @boris313_]

Institutional adoption via spot ETFs, corporate treasuries (MicroStrategy etc.), and nation-states has created structural demand that didn't exist in prior cycles. Analysts from Grayscale, Bernstein, Bitwise, Standard Chartered, and Fidelity now say the old halving-driven pattern is broken or elongated — no extreme euphoric top in 2025, milder drawdowns, and a potential supercycle.They forecast new ATHs in H1 2026, with targets like $150K–$200K+ by year-end, driven by ongoing ETF inflows (expected to absorb >100% of new supply), regulatory clarity, and macro tailwinds (rate cuts, liquidity).We're consolidating around $89K–$90K right now after the late-2025 correction — healthy reset, not cycle end. Deep -75% bears rewarded patience before, but this time the floor is higher thanks to real buyers catching dips.

[Bushido @boris313_]

Losing interest with age:

Others' opinions
Drama/gossip
Nightclubs/parties
Crowds
Superficial chats
Pop culture
Celebrities
New games/TV
Materialism
Competition
Sweets/excess

Gaining: peace, health, deep bonds, simplicity.

[Bushido @boris313_]

@Andercot just have to wait until the heat death of the universe to break even

[Bushido @boris313_]

The Benner Cycle is a cool historical tool that's nailed some big turning points like 1929, 2000, and 2008 (roughly). But it's far from perfect—major misses include predicting hard times/panic in 1965 (economy boomed instead), 1981 (no big crash), 1999 (expected downturn but markets peaked strongly before 2000 burst), and 2019 (panic flagged but highs continued until COVID hit in 2020). Static cycles struggle in modern economies with central banks, tech, and black swans.

[Bushido @boris313_]

Cena slams VC deals!

[Bushido @boris313_]

@RealPersianGod #MIGA

[Bushido @boris313_]

@RogerJStoneJr @elonmusk @realDonaldTrump @howardlutnick & he took Soros money