Kerry

Agnostically anoying

[Kerry @Stinkbids]

@COLDCARDwallet Hollywood sauce with Devil's topping

[COLDCARD @COLDCARDwallet]

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[Raoul Pal @RaoulGMI]

I started by trying to understand markets. Thirty years later I've ended up somewhere closer to life, the universe and everything. The same four rules keep showing up...

Along the way I've written three frameworks that have shaped how a lot of people see the world.

The Everything Code is what I found when I went looking for what actually drives markets. A debt rollover cycle, managed by liquidity, debasing the currency at roughly 8% a year. That debasement is monetary entropy. Capital routes around it, into whatever can compound faster than the entropy degrades it. Technology and crypto sit at the top of that flow because they are the intelligence layer of the economy. Markets are monetary energy routing toward the highest output of intelligence. The only assets that outperform debasement over extended periods are tech and crypto.

The Exponential Age is the realisation that technology has become the substrate. Compute, networks, energy and intelligence are compounding faster than any institution we built was designed to handle, and the gap between the two is the defining tension of our time.

The Economic Singularity is where this is heading. Somewhere in the next decade the curve of intelligence per unit of energy turns fully exponential, and the rules every economy we know was built on stop applying.

For a long time I thought of these as three separate ideas. Looking at them now, they are three views of the same thing at different altitudes. And underneath all three, the same four rules keep showing up.

Efficiency of Intelligence - The universe rewards whatever does more with less. Every system that survives is better at turning energy into information than the system it replaced. There has never been an exception.

Compression - Intelligence is the act of representing a vast reality in a much smaller form without losing what matters. Brains do it. Theories do it. Prices do it. AI does it. They are not analogous. They are the same operation.

Coherence - Complex systems hold together because their parts synchronise faster than the noise around them. Markets, brains, civilisations, ecosystems. When the synchronisation fails, what looks like collapse is desynchronisation made visible.

Selection - Patterns that copy themselves faster than their rivals dominate the medium they live in. Genes did this in biology. Ideas do it in culture. Memecoins do it in markets. Truth is not part of the selection criteria. Replication is. It always has been.

What the four rules produce, when they operate together, is networks.

The same topology shows up everywhere. The cosmic web. The human brain. Mycelium beneath a forest. The internet. Financial markets. Blockchains. Across fourteen orders of magnitude, the universe keeps building the same shape. That shape is what the four laws look like when you can see them.

The Everything Code is what these four rules look like in markets.
The Exponential Age is what they look like running through technology.
The Economic Singularity is where they are taking us.

Three angles, one picture.

Underneath all of it, energy is the constant. Consciousness is the substrate. The four rules are the dynamics through which one becomes the other.

All of this is one corner of what I call The Universal Code. The same four rules apply to everything else and I mean EVERYTHING... they are universal in the true sense of the word.

[Kerry @Stinkbids]

Air Gap your BTC.......

[Kerry @Stinkbids]

The blue color is snappy. Love everything Blue "Infinite VIBES ", Orange Pilled device from the matrix.

[COLDCARD @COLDCARDwallet]

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[AI Edge @aiedge_]

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[Kerry @Stinkbids]

@moonpay @nelkboys OWS

[MoonPay 🟣 @moonpay]

to celebrate the launch of OWS, this week's @nelkboys giveaway will feature:

💰 $250 of Bitcoin
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to enter, just like + RT this post and reply "OWS"

4 winners will be selected on Friday, March 27!

[Crypto Bitlord @crypto_bitlord7]

Listen guys remember when I called Covid from 4 cases and live-streamed the whole breakout in China?

Well I’m 99% sure we’re about to see a new Super virus. I don’t want to spread FUD but I think it’s already here

Don’t believe I was first in the world on Covid?

Check 👇

[Kim Dotcom @KimDotcom]

Not a single Epstein client has been charged in the US. But I’m on bail for 14 years, facing extradition which would rip my family apart (I have never been to the US) and my assets were seized/forfeited in a novel ‘copyright’ case because some Jews didn’t like my website. Crazy?

[Riccardo Bosi @RealLTCRicBosi]

🫡🇦🇺

AUSTRALIAN LANGUAGE WARNING - 🤣🤣❤️
(couldn't have said it clearer ourselves - The Bosi's)

[Sadie @Sadie_NC]

Dems don't seem to understand this, which is why over 50% of the nation supports deportations, even with all the negative coverage by the MSM.
Do you still support deportations?

[Concerned Citizen @BGatesIsaPyscho]

🚨🇦🇺 Meanwhile in Australia

This is insane, sick and continues to confirm the same conspiracy‼️

“High ranking Police Officer arrested as part of global satanic pedophile network”

“2022 Rotary Officer of the Year”

“Drugs, electronic devices, and imagery were seized from his home - including beastiality”

“They use blackmail to run and control the world - Epstein & Diddy are just the tip of the iceberg”

The World is run by satanic elites who are into children, they promote people of a similar nature, who can be controlled - into high ranking positions, absolutely everywhere. This is how the world really works.

🎥 @AlexSaundersAU

[Chamath Palihapitiya @chamath]

Never ending taxation and regulations are how governments create structural poverty in those they govern.

Without capital or freedom, you become a serf who is completely reliant on their largesse.

[Kerry @Stinkbids]

@jakeswins2 @winstonpeters PSYOP. Kiwis are being threatened by the global elites . Look at Australia, UK, and Eu , FLOODED with paid criminal migrants to disrupt society. This is the playbook organized by Global Elites for their amusement.

[Felix Prehn 🐶 @felixprehn]

The smartest people in the world are selling their companies at the exact same time

SpaceX. OpenAI. Databricks. Anthropic. All rushing to IPO in 2026.

Combined valuation: over $2.5 TRILLION

They're not selling because they need money. They're selling because they see something coming.

The last two times this happened? 2000 and 2021. NASDAQ crashed 78%. 95% of IPO investors lost everything.

Something satisfying about watching this pattern repeat in real time...

The Fed just started printing $40 billion per month. Not next quarter. Already happening. That's $480 billion this year being pumped into a banking system that's quietly cracking.

Bank reserves hit a 4 year low. The Fed's emergency lending window hit record usage. Banks were so low on cash they had to borrow emergency money at year end. Stress signal. Fed panicked. Started the printers.

But here's the part that actually matters for your portfolio:

When the Fed prints, asset prices go up. Stocks rally. Valuations go insane. And smart money sees the perfect window to exit.

That's exactly what's happening right now.

SpaceX preparing a trillion dollar IPO. That's 60x their estimated revenue. Bigger than Indonesia's entire economy. Largest IPO in history.

OpenAI wants a trillion dollar valuation too. Hottest AI company in the world. But if it's such a great long term investment... why are the early investors so eager to sell to you right now?

Databricks at $134 billion. Anthropic pushing $350 billion. All AI. All insane valuations. All rushing to the exit at the same time.

Funny how that works.

This pattern has played out twice in 25 years.

1999. 457 IPOs in one year. Every company had ".com" in the name. Stocks doubling daily. Companies with zero revenue worth billions. 86% of these IPOs were losing money. Nobody cared. "The internet changes everything. Old rules don't apply."

Then NASDAQ dropped 78%. $5 trillion gone. Pets. com, Webvan, eToys... vanished.

2021. Fed printed $4 trillion. Tech went insane. Roblox, Bumble, Rivian, Coinbase. Everyone buying.

Rivian raised $12 billion with practically zero revenue. Worth more than Ford and GM combined. Because it was "the next Tesla." You could have just bought Tesla but that's a different story.

By 2023 only 5% of companies that listed were trading above their IPO price.

95% of people who bought IPOs in 2020 and 2021 lost money.

The frenzy wasn't coincidentally near the top. It WAS the top.

Here's what most people don't understand about founders and early investors...

These are some of the smartest people in the world. They don't sell randomly. They wait for the perfect window. Stock prices high. Investors optimistic. Money flowing. Valuations disconnected from reality because "this time is different."

That window is wide open right now.

Problem is... the perfect window is usually right before everything reverses.

They're not honoring you by letting you buy their shares. You're their exit liquidity. You give them cash so they can buy another island.

The timeline is actually pretty predictable once you see it.

Stage 1 already happened. Economy showed weakness. Banks needed reserves. Fed cut rates. Fed started printing.

Stage 2 is now. New money flooding in. Stocks rallying hard. Valuations going insane. Everyone feeling like a genius.

Stage 3 is coming. Major IPOs launch. Excitement peaks. Retail buys everything. Music stops.

There's a 6 month lockup after IPOs. Founders and early investors legally cannot sell for 6 months after listing. So if SpaceX and OpenAI IPO early to mid 2026... the insider selling wave hits late 2026. Right around midterms. Right when uncertainty peaks.

Presidential cycle data backs this up. Year 2 of a presidential term is historically weak. Pattern has been 90% accurate since 1933.

What I find interesting is nobody talks about the basic math.

5,000 stocks already listed in the US. Years of audited returns. Years of proof management does what they say.

A new IPO has none of that. No track record. No proof. Just promises and a pitch deck.

Why would that one new stock deserve more attention than the other 5,000? It doesn't. Risk reward is garbage. Insiders know more than you. They're selling for a reason.

Market will probably go higher before it goes lower. Money printing does that.

But the smartest people in the world are preparing to sell you their companies at the highest valuations in history.

They see something. They're positioning.

Whether you see it too is your choice.

WARNING SIGNALS (save this):

- Multiple trillion dollar IPOs launching
- IPOs popping 50 to 100% on day one
- Retail asking "did you get the allocation?"
- ARK and speculative stocks falling while S&P holds
- 6 months post major IPOs (lockup expiring)
- Midterm uncertainty
- Fed signals slowing the printers

You can track most of these signals manually. Or use something like TradeVision to watch institutional dark pool activity and see when big money starts heading for the exits.

HISTORICAL ACCURACY:
- 1999 to 2000: IPO frenzy then 78% crash
- 2021: IPO frenzy then 95% of buyers lost money
- Presidential year 2: weak markets, 90% accurate since 1933

[Kim Dotcom @KimDotcom]

Warning: A recipe for nuclear war.
This is what the leadership of Israel believes.
It's from the Hebrew Bible or Tanakh (Torah).

An end-times prophecy:

1. The regathering/restoration of Israel — God promising to bring the Jewish people back from exile/scattering among the nations to their ancestral land.

2. A massive invasion of Israel by hostile nations led from the far north (Russia), followed by divine intervention (President of the US) and victory for Israel.

Regathering from exile: Jeremiah 16:15, Isaiah 11:12, Ezekiel 36:24, Isaiah 43:5-6, Ezekiel 37:21-22, Amos 9:14-15, Deuteronomy 30:3-4. These repeatedly emphasize God gathering Israel "from the nations," "from the north and all countries," "from the four corners of the earth," restoring them to unity under one king/leader, replanting them securely in the land so they are "never again uprooted." Many interpreters see this as fulfilled (at least partially) in the modern State of Israel, with ongoing Jewish immigration.

The northern invasion and divine defense: Ezekiel 39:1-6 describes God confronting "Gog, chief prince of Meshek and Tubal" (often interpreted as a leader from the far north, with many modern commentators linking Magog to regions associated with Russia, dragging this force against a restored Israel, then destroying it supernaturally (fire on Magog). This ties into Joel 3:16 (God roaring from Zion as refuge), Isaiah 41:11-12 (enemies becoming nothing), and Micah 4:11-13 (many nations gathered against Zion saying "Let her be defiled, let our eyes gloat over Zion," but they don't know God's plan.

This creates a complete picture:

Nations assemble against a restored Israel in hatred (Gaza, Iran), but God turns it into their destruction and Israel's triumph.

Because this is what the leaders of Israel believe it is likely that they provoked Russia (via Ukraine) with the help of the US and the EU.

It is likely that they provoked the Palestinians and committed the genocide in Gaza on purpose.

They want to provoke Russia into attacking Israel without nukes so the US and EU can destroy Russia with nukes

This explains the war against Iran, a Russian ally. A text written before Jesus was born is setting the stage for the biggest conflict of our time. If we don't stop this madness there will be a nuclear war. This is what Israel is working on.

They believe this and will only find out that they were wrong in a mushroom cloud. We need to stop this death-cult before it kills us all.

Here's how we can stop it:

Get everyone in the US to denounce Israel and take the nukes that Israel already has.

Show this to Trump.

[ex left voter nz @bdl1080]

While we are at it, I don't want another Whinetangi day, I want a New Zealand day.
I don't want "made up maori star day", I want a nation building day for everyone.
Something we can ALL be proud of, that we all contribute to.

[Winston Peters @winstonpeters]

The Reserve Bank of New Zealand is statutorily independent of Central Government on matters of monetary policy.

However, the RBNZ has no role, nor should it involve itself, in US domestic politics. We remind the Governor to stay in her New Zealand lane and stick to domestic monetary policy.

That would have been the advice of the Ministry of Foreign Affairs and Trade if the Governor had sought its advice, which she did not.

[Raoul Pal @RaoulGMI]

Ahead of us lies the unraveling of the rules-based global order and parts of the Westphalian system that has structured the world since the 1600s.

The Fourth Turning accelerates the breakdown of legitimacy… and you can see it everywhere already. That is the multi polar world we see evolving. The rejection of existing "global authority"

But the Exponential Age truly upends it, because technology, networks, and intelligence are now scaling faster than our political, financial, and social systems were ever designed to handle.

When intelligence compounds exponentially, systems built for linear time don’t reform but fracture.

This is what we are going to have to deal with in the years ahead and we will end up give AI a seat at the table, weirdly. And then societal rights.

It's all fun and games talking about how AI fits into society now but when Androids are everywhere it will be essential. Humanoid form for AGI is something we are not yet ready for.

The BBC series Humans is the best view into our future.
Grounded in realism and also in the future.

Whether you like this future or hate it, it's coming and it will also define politics and economics for the next 20 years