₿ubbie

Study the Macro 📚

[Claude @claudeai]

New in Claude Code: Remote Control.

Kick off a task in your terminal and pick it up from your phone while you take a walk or join a meeting.

Claude keeps running on your machine, and you can control the session from the Claude app or https://t.co/er6Blrr63e

[Miles Deutscher @milesdeutscher]

I got chills when reading this article.

I've never been more bullish on AI. And I've never been more terrified of what that means.

It's written from the POV of June 2028.

But it's long, so I summarised it for you:

• AI gets good. Companies lay off workers. Margins expand. Stocks rip. S&P hits 8,000. Everyone celebrates.

• But fired workers stop spending. Companies weaken. They buy more AI to cut costs. More layoffs. Less spending. A negative feedback loop with no natural brake.

• The top 10% of earners drive 50%+ of all consumer spending. They're the ones getting replaced. A $180K product manager ends up driving Uber for $45K. Multiply that across every major city.

• Ghost GDP emerges - the economy is "growing" on paper, but the money never reaches real people. Productivity is booming. Wages are collapsing.

• Then it hits housing. $13 trillion in mortgages, all underwritten on one assumption: you keep your job for 30 years. In 2008, the loans were bad on day one. In 2028, the loans were good. The world just changed after they were written.

• S&P crashes 38% from highs. Unemployment hits 10.2%. Markets barely react anymore.

• The punchline: you're not reading this in 2028. You're reading it in February 2026. Every domino they describe has already started falling.

The canary is still alive. Barely.

[₿ubbie @catbearmouse]

I’ve been head deep in this AI stuff….

With what I’m learning if I had to make one trade and not do anything for 5-10 years

It would be unreasonable to not bet on Solana.

I’m no genius but i do know that these autonomous agents won’t be trading BTC, ETH, or any other L1

The one and only trade to make is Solana.

[Steve Tan @heystevetan]

OpenAI just bought OpenClaw.

Read that again.

This isn’t some random acquisition. It’s a signal.

Personal AI agents are no longer a cute side experiment. They’re becoming the core product.

This is about multi agent systems.
Real autonomy.
Open source roots combined with OpenAI distribution and firepower.

That combination is dangerous.

We’re moving from assistants that reply…

To agents that operate.

Not just answering questions.
Planning.
Executing.
Coordinating with other agents.

This is the moment AI stops being a chatbot and starts becoming a digital workforce.

Most people won’t realize how big this is until it’s obvious.

But if you’re paying attention, the direction is clear.

[Jordi Visser @jvisserlabs]

If you continue to focus on lagging macro data points and current earnings for your decision making, you are missing the exponential change that is making every week now like a years worth on innovation. All sectors are now dealing with an uncertain future. China and the US release new better AI models daily. As Elon has said, AI Supersonic Tsunami. Markets will continue to move faster as uncertainty of the world 3 years from now rapidly changes.

[Anthony Pompliano 🌪 @APompliano]

Software stocks are crashing and people have lost their minds.

@philrosenn sits down with me to show the data on what is really happening.

[Nerd Sesh @Nerd_Sesh]

“As much as I love Drake Maye, he has been quite bad in these playoffs.”

@Carsobi on the irony of Maye’s worst coinciding with the Patriots’ Super Bowl run

[₿ubbie @catbearmouse]

@PlumbNick Students got sold a bad car deal… they just so happened to name it a college degree.

[Bull Theory @BullTheoryio]

🇺🇸 FED IS SIGNALING YEN INTERVENTION AGAIN JUST LIKE 1985. LAST TIME, THIS CRASHED THE DOLLAR BY NEARLY -50%.

In 1985, the U.S. dollar had become too strong. U.S. factories were losing business, exports were collapsing, and trade deficits were exploding. Congress was close to putting heavy tariffs on Japan and Europe.

So the U.S., Japan, Germany, France, and the U.K. met in New York at the Plaza Hotel and made a deal. They agreed to deliberately weaken the dollar. By directly selling dollars and buying other currencies together. That was the Plaza Accord and it worked.

Over the next 3 years:

- The dollar index fell almost 50%.
- USD/JPY moved from 260 to 120.
- The yen doubled in value.

This was one of the biggest currency resets in modern history. Because when governments coordinate in FX, markets don’t fight them. They follow. That decision changed everything.

A weaker dollar pushed:

- Gold higher
- Commodities higher
- Non-U.S. markets higher
- Asset prices higher in dollar terms

Now look at today.

The U.S. still runs large trade deficits. Currency imbalances are at the highest. Japan is again at the center of stress. And the yen is again extremely weak. That is why Plaza Accord 2.0 is even being discussed.

Last week, the NY Fed did rate checks on USD/JPY, which is the exact step taken before FX intervention. It signals willingness to sell dollars and buy yen, just like 1985.

No intervention happened yet. But markets moved anyway. Because they remember what Plaza means.

If that starts again, every asset priced in dollars will skyrocket.

[Sammy @sammy______G]

Everyone who actually watched understands that Drake Maye didn’t do jack shit during this playoff run

[₿ubbie @catbearmouse]

@CMNDERS The schedule

[₿ubbie @catbearmouse]

@RGIII @OuttaPocketRG3 @Patriots @DrakeMaye2 Chargers offense was horrible

Stroud played like Mr Hankey

Broncos literally gave them a Free Touchdown

I don’t see a QB passing for 89 yards winning this SB

[Coinfessions @coinfessions]

Forever grateful to this space.

[₿ubbie @catbearmouse]

@steelers We need an offensive head coach!

[₿ubbie @catbearmouse]

@WFAN660 @tommylugauer No defense can bail a fucking QB out with 5 fucking turnovers man STOP IT!

It was his fault just like Stroud!

Quit babying these QB’s!

[₿ubbie @catbearmouse]

@JonnyRoot_ Respectfully Stroud didn’t get them there this year, just the Defense

[₿ubbie @catbearmouse]

@GeneSteratore Yall be wanting to change the rules just cause yall feel sorry for Josh Allen, he had 4 Turnovers. Quit babying these QB’s he played a shit game

[₿ubbie @catbearmouse]

If the banks are SOOO upset about yield payouts being competitive, then they need to get their ASS in line and start their own stablecoin and payout those same yields.

Another country can undermine the status of the US Dollar being the global reserve currency by launching their own stable coin and paying out more yield than the US.

BUT I’m sure it makes sense to let legacy banks that only have boomers walk into their branches to decide on the future/fate of the US dollar.

The banks will be the reason the US Dollar won’t be the world’s reserve currency anymore.

Their insolvency from 2008 is the reason why the economy has been a mess in the first place, which is why our generation hates legacy banks because they stole the future of MILLIONS due to their insolvency.

The dollar is losing reserve currency status amd will because of yield payouts from crypto.

China will actually be proud of you idiots siding with the banks.

I’m sure the suits of this world wants to see their money go to zero.

Conclusion… let the legacy banks compete or fucking die. Simple.

[₿ubbie @catbearmouse]

This is true though! The banks are holding the dollar back….. if DJT actually wants to maintain dollar dominance you either tell banks to get in line to compete or let the dollar die and not pay any yields… That way crypto is no different from legacy banks, and once all the boomers die nobody will step foot in a bank ever again.

[Adam Livingston @AdamBLiv]

🚨THE BANKS ARE AT WAR WITH THE PUBLIC🚨

This has nothing to do with crypto safety, market stability, or protecting retail.

This is about power, specifically who gets to manufacture yield.

For a century, banks have held a monopoly on yield creation. They take zero-cost deposits, lever them into opaque balance sheets, skim the spread, and gatekeep access through regulation written by themselves.

Yield is their crown jewel because yield is political power.

Whoever controls yield controls savings behavior, capital allocation, and time preference across society.

Then you introduce a dollar that can move at internet speed, settle instantly, and soon pay yield directly to the holder.

You never have to walk into a branch and see a banker.

That is an extinction-level event for legacy banking.

If stablecoins pay even 4 to 6 percent natively, banks lose the ability to underpay deposits.

If stablecoins pay 8 to 10 percent through on-chain credit markets or Bitcoin-backed structures, banks lose the entire retail funding base.

Deposits would flee. Net interest margins collapse.

Balance sheets shrink. Political leverage evaporates.

So the response is predictable.

Banks do not argue against stablecoins directly. That would reveal the game. Instead they demand “yield agreements.”

Translation for that is "let us sit in the middle".

Let us tax the yield. Let us repackage it.

Let us preserve the illusion that finance requires licensed intermediaries to function.

The bill exists to modernize crypto only insofar as crypto agrees to behave like a bank without threatening banks.

Yield is the red line.

Because once people experience native yield on digital dollars, they will never accept 0.1 percent again.

Once capital can earn real return without permission, the entire structure of financial repression collapses.

Pension games. Deficit monetization. Forced risk-taking.

All of it becomes visible overnight.

This is why stablecoin yield is treated as radioactive.

Because it is catastrophic to entrenched power.

And that is the quiet war underneath every “market structure” headline.