Ryan Mahon

Nature is the perfect design. Simplify

[Ryan Mahon @ryanpmahon]

With the new administration officially in, some thoughts and predictions for the next 12-24 months -- broken down into the Pillars of Power:
https://t.co/yMdDl55gir

[Ryan Mahon @ryanpmahon]

2025 and 2026 will be the most compressed change in human history

[Ryan Mahon @ryanpmahon]

@BenKizemchuk @BobEUnlimited https://t.co/mmbd5qsbjT

[AquaVis @AquaVisX]

"In June/July expect more downstream ‘outputs’ likely become visible, notably:

-oil to drop - ✅
- rates to drop - ✅
- peace to spread - ✅
- equities to surge- ✅
- precious metals to surge - ✅
- Warsh will NOT hike; more likely to cut - watch
- ‘taboo’ disclosure to rise (UAPs, aliens, government corruption, et al.) - more to come

Forecasted this all with a ‘crescendo’ date of July 4, 2026."

[Ryan Mahon @ryanpmahon]

@fejau_inc @ForwardGuidance https://t.co/PNtS4zJPEa

[AquaVis @AquaVisX]

Oil down

Rates down

Gold up

Warsh is not likely to hike, more likely to cut

Understand what rate hikes actually do - in a System backdrop like this - from first principles

All 3 Pillars of Power will be aligned

[Ryan Mahon @ryanpmahon]

@citrini https://t.co/PNtS4zJPEa

[AquaVis @AquaVisX]

Oil down

Rates down

Gold up

Warsh is not likely to hike, more likely to cut

Understand what rate hikes actually do - in a System backdrop like this - from first principles

All 3 Pillars of Power will be aligned

[Ryan Mahon @ryanpmahon]

@DariusDale42 Indeed

[AquaVis @AquaVisX]

If we want a better future, we need better leaders.

If we want better leaders, we need to hold them accountable.

If we want to hold them accountable, we need a framework to do so.

Enter: The Three Duties of Power

A framework to guide leaders — and a standard by which to judge them.

Link: https://t.co/TQ324TgEJv

[Ryan Mahon @ryanpmahon]

@omgsidewalks You point out symptoms without solutions and without understanding the root cause

[AquaVis @AquaVisX]

20/27 Duty 3 Failed (Investing in the Productive Labor Force): This was the fatal blow. Unelected, unaccountable power (e.g., Yellen) utilized fear to actively suppress wage growth for the rising generation, purposely eroding workers' purchasing power to inflate Capital

They simultaneously destroyed the Productive Capacity (shipping it to China) and the Productive Labor Force (suppressing wages).

[Ryan Mahon @ryanpmahon]

@izakaminska The divide is forward vs backward

A framework to guide and judge leaders

https://t.co/uGJ9P3OVsJ

[Ryan Mahon @ryanpmahon]

@jam_croissant 2008 - government bonds
2020 - corporate bonds
2027 - stocks

[Jason Rosenfeld @jrosenfeld13]

I wrapped the @cursor_ai sdk and FastAPI to create `cursorfy` so you can drop an AI agent into any web app. Composer-2.5 is good enough to do it all

Like a recursive, self-aware data dashboard that reads its own source code, queries its own data, sees a screenshot of itself, and edits itself when you ask

open source and pip installable:
`uv pip install cursorfy`

[Ryan Mahon @ryanpmahon]

@balajis https://t.co/Hcaf86LNCO

[AquaVis @AquaVisX]

The divide right now:

- Those preserving the old System, with a scarcity mindset

- Those embracing a New System, with a growth mindset

The old System incentivizes Short-Termism and the Self.
The New System must Focus on Long Term Growth and the Collective.

[Ryan Mahon @ryanpmahon]

@ctindale https://t.co/nGbMyGS2EU

[AquaVis @AquaVisX]

🧵 THREAD: Tariffs aren't 'just' about trade - they're a controlled demolition of an 80-year-old System that's quietly killing America

While economists debate percentages, the real game: building a New System

Here's why Tariffs are burning the boats...

1/🧵

[Ryan Mahon @ryanpmahon]

@izakaminska https://t.co/Yo8AbFkais

[AquaVis @AquaVisX]

1/ The key to understanding the last year is sequencing.

None of this was isolated:

Old System imbalance → Pillars rebuild → Tariffs → allied New System → chokepoints → China negotiations → peaceful rebalancing

Connect the dots across the Trump Admin agenda 🧵👇

[Ryan Mahon @ryanpmahon]

@SimonDixonTwitt Thread on FIC

[AquaVis @AquaVisX]

vanguard alone is the largest shareholder in over 70% of S&P 500 companies

[Ryan Mahon @ryanpmahon]

@SimonDixonTwitt https://t.co/Bi01Ao1ija

[AquaVis @AquaVisX]

15/ Access to the New System means access to the US stack:

Technology: AI / chips / models
Energy: cheap, abundant LNG
Money: USD network + capital flows

Technology is the new security umbrella.

https://t.co/aDFKsmxLQX

[Ryan Mahon @ryanpmahon]

@SterlingDeskFX @WatcherGuru Yep, Tech Energy and Money

[AquaVis @AquaVisX]

Most of the World is now reliant upon the US for:

- Technology - the end-to-end AI Stack
- Energy - cheap, abundant LNG
- Money - USD stablecoins (coming) to pay for the above

After the US' Pillars of Power were degraded for ~30 years, there's been a historic 180 in 15 months

[Ryan Mahon @ryanpmahon]

@karpathy Now do this one :)

[CrowdCent @CrowdCent]

https://t.co/QjEu46dgBT

[Ryan Mahon @ryanpmahon]

If you want to stay in the ‘unreasonable effectiveness’ genre today, pair reading the below article with @trq212

[CrowdCent @CrowdCent]

https://t.co/QjEu46dgBT

[Ryan Mahon @ryanpmahon]

@MarioNawfal @SantiagoAuFund https://t.co/p6ObuCsBqE

[AquaVis @AquaVisX]

Most of the World is now reliant upon the US for:

- Technology - the end-to-end AI Stack
- Energy - cheap, abundant LNG
- Money - USD stablecoins (coming) to pay for the above

After the US' Pillars of Power were degraded for ~30 years, there's been a historic 180 in 15 months

[Ryan Mahon @ryanpmahon]

@TMTLongShort Seems they likely already have some based upon the fastest turnaround in history of a hegemon’s Pillars of Power

[AquaVis @AquaVisX]

The Multi-Decade Quiet War & The System Phase Transition (Part II)
Deep-Dive into the Trump Admin's Re-Building of the US' Pillars of Power & The old to New System Phase Transition

Link: https://t.co/2UeKzjAWvN

[Ryan Mahon @ryanpmahon]

@mattforney https://t.co/Y1JEPAw5QW

[AquaVis @AquaVisX]

The Multi-Decade Quiet War & The System Phase Transition (Part II)
Deep-Dive into the Trump Admin's Re-Building of the US' Pillars of Power & The old to New System Phase Transition

Link: https://t.co/2UeKzjAWvN

[Ryan Mahon @ryanpmahon]

@mnicoletos https://t.co/pHUrLW5bxt

[AquaVis @AquaVisX]

8/ And the Admin is highlighting how countries who join the New System and abide by the rules are treated..

e.g., Argentina receiving Money (swap line) + Technology (OpenAI Stargate in Patagonia) for Energy (Resources, loyalty + experimentation)

https://t.co/IcHMVyJVFa