BMC

just here for the shit show

[Tesla @Tesla]

Roadster https://t.co/G0jU4mWfid

[Matt Walsh @MattWalshBlog]

Tired of this excuse. First of all, social security is not something you “pay into.” If it were, you wouldn’t need younger people to “pay into it” in order to get your check. But you do. Because this is a Ponzi scheme, not a retirement account. What you really mean to say is that your money was stolen from you — which it was — and now you want to steal from younger people to get restitution. That’s the actual case you’re making and it’s exactly as morally deranged as it sounds.

Second, your generation continually for decades voted for politicians who would keep the scheme going. You might not have invented social security, but you damn sure made certain it kept going. Why should younger people have to pay the price for the shitty policies you supported?

Third, you “paid into” social security in a different time. The country is now bankrupted and 40 trillion dollars in debt, and basic things like housing are prohibitively expensive. It wasn’t like that when you were young, because your generation of leadership created this problem.

So the theme here is that there are a bunch of problems you guys either created or contributed to. You can choose to pay the price for that now, or force your grandchildren to pay the price so you can live comfortably until you die and leave them holding the bag. You’ve chosen the latter, and I think that’s wrong. Simple as that.

[BMC @boxerbran]

@Polymarket Forgot to mention their breath smells like absolute shit all day long

[Stern Drew @SternDrewCrypto]

🚨 THE NEXT MONETARY WAR BETWEEN U.S. and CHINA HAS ALREADY STARTED

The U.S. is betting on Digital Dollars (Stablecoins) while China is betting on physical gold.

Trump and the Treasury just admitted the quiet part out loud.

Treasury Secretary Scott Bessent: We will keep the dollar as the world’s reserve currency and will use stablecoins to do it.

Trump’s January 2025 order made dollar-backed coins official policy. The GENIUS Act locked the mechanism in: every compliant stablecoin must sit 1-for-1 on cash, T-bills, and Treasury repos.

That’s the escape hatch. America can’t print gold. It can print demand for its own debt.

How it works:

Billions of people who will never open a U.S. bank account can hold a dollar token. Every new token forces the issuer to buy short-term Treasuries.

Dollar demand gets exported on crypto rails.

The reserve currency survives even if SWIFT loses corridors because the world is still holding a claim on U.S. paper.

It’s not a gold standard. It’s a digital T-bill standard wearing a crypto costume.

Meanwhile China is doing the opposite:

The PBOC just posted its 21st straight month of gold buying. Official holdings: ~2,366 tonnes. They’re stacking metal like the clock is running out.

Hong Kong already opened the first offshore Shanghai Gold Exchange vault. The city wants 2,000+ tonnes of storage. More vaults are being scoped for Singapore, Dubai, Riyadh, Moscow. The pitch is simple: hold yuan, convert it to gold you can actually take delivery of.

That’s the old-school play.
Physical collateral.
Offshore vaults.
Yuan contracts settled in metal, not promises.

Two strategies. Same problem.

The London Metal Exchange (LME) Treasury Chief Just Quit London For The Crypto Firm “Ripple” For Tokenized Commodities on XRP Ledger As China Builds a Yuan-Gold Vault Settlement System.

That product is already live. Assetiko gold XAUa and silver XAGa on the XRP Ledger. Swap metal to native XRP on @Trensik_com without leaving the book.

The U.S. is trying to keep the dollar’s privilege by turning private coins into a global bid for Treasuries.

China is trying to leave the privilege by stacking gold and building a vault-and-settlement network that doesn’t need Washington’s permission.

One side is digitizing the debt. The other is hoarding the metal.

Watch which one the rest of the world actually trusts when the next shock hits.

[Brian Harrison @brianeharrison]

When your property tax bill is higher this year than it was last year, it will be for two reasons:

1) your LOCAL ELECTED OFFICIALS voted to raise taxes (by adopting rates higher than the "no new revenue" rate)

2) the TEXAS LEGISLATURE authorized those tax hikes

Outrageous!

[BMC @boxerbran]

@GuntherEagleman I’ll believe it when I see it.

[BMC @boxerbran]

@VochLombardi People got their pet cats brosef 🤷

[BMC @boxerbran]

@LynAldenContact 🚂

[BMC @boxerbran]

@EricSal_7 Pros - Great for around town, super cheap to charge at home, supervised self driving is next level

Con - Long distance driving in a Tesla sucks. Having to stop ~30mins to charge up vs 5 mins in a gas car.

Way more pros than cons if you mostly drive in town

[BMC @boxerbran]

@coinbureau Is Jane Street this cycle’s Lehman Brothers? Is this party about to get started?

[NIK @ns123abc]

>be elon
>"we are in the Singularity"
>goes ALL IN: AI hardware & software
>january 2026
>anthropic cuts your claude access
>“safety concerns” they say
>hmmm ok
>feb: grok 4.2 drops (delayed)
>timeline says it’s mid
>merge xAI into SpaceX
>drop grok 4.3
>timeline says it’s over
>you have the biggest AI training cluster on earth
>but sitting at only 11% utilization
>mainstream media dropping hit pieces
>elon: “I will never give up. Never”
>sees cursor sitting in plain sight
>the default coding harness of corporate america
>7 million+ hardcore swe coding all day
>every keystroke a labeled training example
>the entire market prices it as an IDE
>*look closer*
>composer team already turned a kimi base into a real model
>proof of a real RL training, infra and data team
>hopium
>april: cut the cursor deal
>$60B option to buy, $10B just to date first
>they say yes
>give them access to colossus 2
>gb300s, the best AI compute on earth
>tell them it’s time to lock in
>*suddenly phone rings*
>it’s anthropic
>“we need your datacenters”
>we will pay whatever you want
>kek
>lease them all of colossus 1
>$1.25 billion per MONTH through 2029
>add a clause: we have the right to cut you off anytime
>two weeks later google calls
>$920M/month for 110k more
>$26B/yr contracted. more than ALL of spacex 2025 revenue
>meanwhile cursor team proves they can cook
>spacex IPOs
>sign the cursor merger, all stock
>welcome to SpacexAI
>drop grok 4.5: big leap
>haters suddenly change their stance
>“xAI might make a comeback”
>true believers (me) know: WE ARE SO BACK
>drop new product: grok bot
>actual digital co-workers
>chatgpt work and claude co-work on alert
>next day drop grok 4.6
>frontier model
>ties with claude fable on performance
>beats gpt sol on frontier code 1.1
>cheaper than deepseek in task completion
>timeline shocked :o
>elon reminds them grok 4.7 has finished initial training
>now adding massive spacex company data
>dropping in 3-4 weeks
>“This will be something special”
>this morning: cursor deal officially closes
>largest startup acquisition in human history
>pay the whole $60B in stock
>wall street calls it "the deal of the century"
>they don’t know
>this is just the beginning
>“AI will become 99% the value of SpaceX, and SpaceX’s value will be astronomical”

ITS HAPPENING

[BMC @boxerbran]

@DigestHoops @SpursReporter @RoadTrippinShow These young bucks coming into the league that if they don’t equate to an allstar or exceptional player, then they’re a bust.

[BMC @boxerbran]

@scottmelker

[BMC @boxerbran]

@felixprehn So your saying Japan is taking a “loan” for the collateral that is a loan that we took from Japan (not even going to mention the interest debacle). Smh, if nothing else got to give it to them for the creativity. They will stop at nothing to save the carry trade

[BMC @boxerbran]

@BrickCenter_ “Fuck it! Hoop is back there somewhere” lol

[BMC @boxerbran]

@Polymarket You don’t say

[Boo @IzaBooboo]

Ok, but

[BMC @boxerbran]

@EdBaker97 Glad you enjoyed your visit

[BMC @boxerbran]

@usanewshq Depends on your point of reference.
In the car, stationary. On the side of the road, 50