M.T.S.

Monseur Mario le Sharkio
Finance policy UK and Crypto

[M.T.S. @re25474ge]

@econoar No, invested.

[Alex Hormozi @AlexHormozi]

What happens when you die:

They divide up your shit.

They summarize your life in 500-1000 words.

People who knew you less say sorry to people who knew you more.

Everyone eats, drives home, and wakes up the next day and goes to work.

Whatever you’re worried about won’t be in those 500 words.

You can dare greatly or not at all, but you’re gonna die either way.

Might as well squeeze every motherfucking drop out.

[Anton Gerashchenko @Gerashchenko_en]

A Russian explains why Ukraine must win:

"I want Ukraine to win because only its victory can help Russia get rid of the disease it suffers from - its current government. Losing this senseless war could finally bring it down.

I want my country to prosper. But it never will with these f*ckers in power."

[Andy @andyyy]

The most bullish chart in all of crypto right now is RWAs.

How ironic.

[Matthew Todd 🌏🔥 @MrMatthewTodd]

Who can forget this famous reenactment from Don’t Look Up via @gbnews in 2022

[Illia Ponomarenko 🇺🇦 @IAPonomarenko]

2022: competitions in launching the blown-off turrets of Russian tanks into the air.

2026: competitions in launching the blown-off lids of burning oil storage tanks in Moscow into the air.

That's what Putin's "small victorious war" to take Kyiv in three days looks like.

[M.T.S. @re25474ge]

@newmichwill deflation... Not good for an economy

[UAVoyager🇺🇦 @CrimeanVoyager]

Moscow Never Sleeps ft. DJ Zelenskyy (BBQ Edition)

[The Rollup @therollupco]

Your balance is public. Your liquidation prices are visible. Your entire financial history is on chain for anyone you ever transact with to see.

Tushar on why AI-driven inequality is the macro catalyst that changed his mind on private store of value.

"We are going to see increased economic inequality due to AI. That is going to lead to a bigger political movement for wealth seizure. Bitcoin will not protect them because those balances are all visible in public."

"The private store of value thesis just has a different backdrop now. Different fundamentals."

[Yellowbelly Wheelman @Lincs_Wheelman]

@EllardKing

[Lytnin @LytninCrypto]

@CurveFinance has been chosen as the liquidity layer for Fidelity Digital Dollar along side @Uniswap.

The FIDD liquidity adder wallet set up both Curve Stableswap LP's and Uniswap LP's. Lovely to see Tradfi using a variety of what defi has to offer!
Onchain evidence Below:

[M.T.S. @re25474ge]

REVIVE THE HIGH STREET!! (hold my beer while i order my next package off https://t.co/jMJyDEwsVi)

[M.T.S. @re25474ge]

Why would i give more of a fuck about one murder versus another, with the main variable being whether the media reports it......

[M.T.S. @re25474ge]

If a tree falls in the woods and noone hears it..., is, actually, about individuals falling, and those not giving a fuck about the outcome of those they don't have any connection to. Sorry...

[M.T.S. @re25474ge]

The public knows more about the bottom of the ocean than they know about reviving their post industrial countries.

[Sir Escanor (𝘏𝘰𝘱𝘪𝘶𝘮 𝘚𝘭𝘢𝘺𝘦𝘳) @EscanorReloaded]

CEOs are quietly realizing the AI replacement plan has a problem.
Two problems, actually.

One: the token costs for running AI agents are now exceeding what they were paying the employees they fired.

Two: when the tokens run out, the AI stops. Just stops. No continuity. No workaround. Just a spinning wheel where your workforce used to be.

You fired humans to save money and bought a subscription that bills you into a corner.

The employees you let go knew what to do when things broke.
The AI just invoices you for the outage.

And then there’s the permission problem nobody wants to talk about.

To do its job, the AI agent needs access. Full access. Your systems, your patents, your contracts, your future plans. Everything you spent years building, handed over to a process that has no loyalty, no discretion, and no skin in the game.

You didn’t hire a replacement.
You gave a stranger with no soul the keys to everything you own.

Enjoy.

[Ted @TedPillows]

S&P 500 Yearly Returns:

🟢 2009: +26.4%
🟢 2010: +15.06%
🟢 2011: +2.11%
🟢 2012: +16.02%
🟢 2013: +32.29%
🟢 2014: +13.69%
🟢 2015: +1.38%
🟢 2016: +11.96%
🟢 2017: +21.83%
🔴 2018: -4.38%
🟢 2019: +31.49%
🟢 2020: +18.40%
🟢 2021: +28.71%
🔴 2022: -18.11%
🟢 2023: +26.29%
🟢 2024: +25.02%
🟢 2025: +17.88%
🟢 2026: +9.69% so far

Will this year close in red or green?

[Frank Chaparro @fintechfrank]

Only 60 million people on earth (1.6% of adults) have a net worth over $1 million.

Those 60M people hold 48% of all global wealth.

The bottom 1.55 billion hold 0.6%.

Source: UBS Global Wealth Report 2025

[Ethan Brooks @alt_w_v_g]

My wife mentioned a nice private school over dinner this week
She said the campus was beautiful
I asked what's the tuition
She said we should look at it as an investment in him not a cost
I made a note
She said don't make a note
I said I always make notes
She said this isn't a deal
I said everything is a deal
She closed her eyes

She said we'd discuss it Saturday
I agreed

Saturday 7:02am
She came downstairs in her Saturday robe
Coffee in hand
I had my cargo shorts on

The dining room had been cleared
The projector was on
The analyst was at the head of the table
Quarter zip on, three iced coffees, a legal pad, and two laptops
He had been there since 6:44am

I texted him at 11:14pm Friday
The text said dining room 6:45am bring the model
He sent a thumbs up

My wife stopped in the doorway
She said what is this
I said you said you wanted to discuss it
She said this is not a discussion
I did not respond
She sat down anyway

The analyst stood
He said good morning ma'am
She did not respond
He sat back down
A printed deck in front of each seat
A fourth copy in case

Slide 1 Tuition Schedule
$38,500 per year
Thirteen years
$500,500 nominal
Before escalators
The school has raised tuition 4.2% per year for a decade
With escalators $648,000
My wife said okay
I said I'm not done

Slide 2 Opportunity Cost
Even before escalators
$38,500 invested annually
10% nominal return
S&P long-run average since 1928
By his eighteenth birthday $944,000
My wife said we can afford it
I said I know that's not the slide

Slide 3 Terminal Value at Age 65
$83 million
She was quiet

The analyst slid the sensitivity tables across the table
8% return $31 million
10% return $83 million
12% return $222 million
She did not look

She said this isn't about money
I said it's always about money
She said no it isn't
I said then what is it about
She did not answer

She said you can't put a dollar value on his teachers his classmates his environment
I said I can the analyst already did slide 6
He flipped to slide 6
She did not look

She said the school is the best in the city
I said best is a feeling
She said it produces the best students
I said the students were already the best before they got there

She said our son deserves it
I said our son deserves $83 million

My son walked in
He is five
Dinosaur pajamas
He looked at the projector
He looked at the open deck on the table
He looked at slide 3
He said are we modeling pre-tax or after-tax
The analyst opened a new tab
My wife looked at the ceiling

He said what's the discount rate
The analyst set down his pen
She closed her eyes

He said is this the same return assumption from the 529 conversation
The analyst stopped typing
He looked at me
I did not say anything

She stood up
Sat back down

He said dad can I help
I said yes
He pulled up a chair
The analyst handed him a printout
He started reading

My wife watched him read
She watched him for a long time

She said his name
He looked up
She said do you like school
He said the work is too easy and the kids don't ask questions

She did not respond
She looked at the ceiling
She walked out of the room

The analyst started packing up
He said should I follow up Monday sir
I said no follow up needed

He'll be fine

Sent from my iPhone