Dutch Alchemist

Poverty is a decision. Ownership is the cure. Conviction is the necessity. Pain is the catalyst. Asymmetry is its mathematic shape.

[Cassandra Unchained @michaeljburry]

This is the latest circular financing map from today’s Bloomberg article. There is no mystery why the revenue numbers are so good, even as losses expand, free cash flow turns negative, and off-balance sheet leverage explodes.

Also, the Bank of International Settlements (BIS) Annual Report released in late June is a sober look at all this.

I have spend the last week and a half going through all these filings post-earnings, and I am looking forward to tearing apart more 10Qs from Coreweave and Nebius soon.

From what I have seen it is worse than this.

[Olivier Crottaz CEFA @crofin67]

Goldman Sachs just admitted that half of big tech’s record profits are made up

And the AI buildout everyone’s betting on is physically impossible to power. Roughly 100 new nuclear reactors would be necessary in the US.

US stocks are now the most expensive they’ve been since 1929.

Graph from Morgan Stanley

[Dutch Alchemist @DutchAlchemist]

Track how fast your taxes are being used to replace you.

https://t.co/QuiBz7ExaY

[Dutch Alchemist @DutchAlchemist]

@reddit_lies "ChicagoZooKeeper" the name fits.

[Dutch Alchemist @DutchAlchemist]

@OrdinariateUSA More subversion

[Dutch Alchemist @DutchAlchemist]

@ErikVoorhees @Jason The alternative would be wages tracking inflation

[Dutch Alchemist @DutchAlchemist]

@decodejar The business cycle extends when the yield curve steepens and rates drop. That's when excess liquidity starts flowing.

[Dutch Alchemist @DutchAlchemist]

@CoinDesk @digitalassetbuy Bridges introduce a synthetic claim on an asset, a custodian and a smart contract holding the collateral: three points of failure.

@FusionLayer25 removes the risk. An asset on Fusion keeps the trust properties of its origin chain. It does not become a third-party IOU.

[Dutch Alchemist @DutchAlchemist]

@TRobinsonNewEra Feminism

[Dutch Alchemist @DutchAlchemist]

@jforjacob Meta dives deep into early signals of a particular ad or ad set. Which is a super small sample size. It’s very likely your other ads in there work fine.

[Dutch Alchemist @DutchAlchemist]

@stanleefounder Solve a real problem and everyone comes to you. The rest is status theatre and ponzinomics

[Dutch Alchemist @DutchAlchemist]

@StarPlatinum_ The greed they talk about in the Bible

[Dutch Alchemist @DutchAlchemist]

@RAWigger UK is done

[Dutch Alchemist @DutchAlchemist]

@BRICSinfo Another victim of Zionist Imperialism

[Dutch Alchemist @DutchAlchemist]

@unusual_whales Anxiety is working harder and becoming poorer. This is the system boomers created for their own children.

[Dutch Alchemist @DutchAlchemist]

Remove all substances from your body. Shield the mind from information. Treat every message like someone ringing your door to tell you.

You thrive in the default setting when execution is consistent.

[Fthegurus @fthegurus]

Few people understand this.

[Dutch Alchemist @DutchAlchemist]

@VinceroTutto @adonispara Then he wasn't that high IQ if he didn't secure succession

[Dutch Alchemist @DutchAlchemist]

@adonispara What a chad