Rav | The Black Thread

Power & Chokepoints.
I follow the chokepoint, not the headline.
No culture war.

[Rav | The Black Thread @ravdeeX]

Power no longer looks like power.

It looks like: compute energy supply chains algorithms payment rails shipping lanes data centers

I follow where leverage concentrates.
Not the headlines.
No culture wars.

[Rav | The Black Thread @ravdeeX]

@allenanalysis Great observation.

The agreement may matter less than the narrative of who had leverage when it was signed.

[Rav | The Black Thread @ravdeeX]

@elonmusk Power and influence .... The rest is just a story, a construct.

[Rav | The Black Thread @ravdeeX]

@_Investinq Makes sense.

The Musk premium is easier to apply to one stock than two.

But: why would SpaceX want Tesla’s baggage?

[Rav | The Black Thread @ravdeeX]

@dwr Dan nothing changed.

There's a reason this vid is making an appearance now, it's not a coincidence.

It will be like a videogame trailer, but the game will never ship... Just demos.

[Rav | The Black Thread @ravdeeX]

@thirdmetax "fooled by randomness"

[Rav | The Black Thread @ravdeeX]

@plutos_eth There's a word for it, you'll hear it more often as this becomes the new standard:

"financial engineering"

[Rav | The Black Thread @ravdeeX]

@VaibhavSisinty This is like those videogames that show a cutscene not showing any of the gameplay.

Of course they are showing this now, it's marketing for their IPO.

[Rav | The Black Thread @ravdeeX]

@orrdavid It's a narrative perpetuated by the people who want to pump spaceX.
It's simply not viable. Intuitively we know those, and the analysis bears this out.
See my last post on Sunday puchai, who also pumped it.

[Rav | The Black Thread @ravdeeX]

@LegacyPathCA @BostonChris23 You shouldn't be forced to invest in Canadian only countries.

You'd see alot of financial engineering by the popular canafuan companies to take advantage of the forced influx.

[Rav | The Black Thread @ravdeeX]

@ekwufinance Agreed, with 1 caveat:

If oil shoots up, US will expedite.

[Rav | The Black Thread @ravdeeX]

@TexasOncologist Oil.if price shoots up, US will act. If it doesn't it's less if a concern.
That's the driver.
CPI print can be blamed on other factors.

[Rav | The Black Thread @ravdeeX]

Why is Sundar Pichai talking about data centres in space?

When Elon Musk or Peter Thiel pushes space infrastructure, I mostly ignore it. The incentive is obvious.

If people believe the next AI choke point moves off Earth, they benefit.

But Pichai made me pause.

Why is he talking about it, google is a tech competitor.

Turn out, Google has exposure to SpaceX (~6%). If SpaceX ever becomes a multi-trillion-dollar company, that stake becomes enormously valuable.

So maybe the real story isn’t whether space data centres will happen.

Maybe the real story is how powerful people make unlikely futures feel inevitable.

They don’t need the future to arrive.

They just need capital to believe it might.

[Rav | The Black Thread @ravdeeX]

@niccruzpatane @SpaceX Ron Baron is pushing SpaceX because he is massively financially exposed to it and needs the market to believe the upside story.

You can see this everywhere, whoever has exposure is going full tilt trying to pump.

[Rav | The Black Thread @ravdeeX]

@DarioCpx I don't think you would bet on that ... I wouldn't.

[Rav | The Black Thread @ravdeeX]

@daniexbt Zec is uninvestable. Unfortunately.

I hope it continues to go up, don't want people losing money.

But smart money is out.

[Rav | The Black Thread @ravdeeX]

@aeberman12 @biancoresearch Art, it's about who gains leverage over time.
It's the Iranians one 1 condition. The price of oil conti yes to climb higher.

USA leverage is to make a deal quick. Iranians the opposite.

[Rav | The Black Thread @ravdeeX]

@Osint613 Pakistan as the intermediary is not a good sign, never was.
Kushner is out. Witkoff still in.

Iran to Pakistan to witkoff to POTUS.

[Rav | The Black Thread @ravdeeX]

@BenjaminDEKR Orbital data centers are complete science fiction.
So are "mass drivers" on the moon.

If you believe this you are being sold a dream. I don't mean that disrespectfully, but don't fall for this.

[Rav | The Black Thread @ravdeeX]

@cameron Credibility lost.

[Rav | The Black Thread @ravdeeX]

@aeberman12 I think the key insight is that the balls in Iran's court.

They are calling the shots.

They know that the US is unwilling to do a ground invasion.