thechirper

[thechirper @thequiettone]

Base case tracker
1. By the 2040s, Millennials will dominate Western societies.
2.Most jobs and token work will lose value because of AI, automation, and network effects.
3.Society will split into elite vs non-elite, with ~90% in the non-elite category.
$BTC #TokenWorldGames

[thechirper @thequiettone]

When your PM is looting your country in front of you and you can’t keep him accountable —— how can you point figure at others to give your fair deal. #Reality

@ronmortgageguy thoughts ?

[Shazi @ShaziGoalie]

Trump just showed Canada exactly what leverage looks like.

Canada financed the Gordie Howe Bridge.

The U.S. refused to pay, delayed the opening, then walked away with 50% of toll revenue and influence over future toll increases.

We paid for the asset.

America negotiated the upside.

Canada lost the deal.

[thechirper @thequiettone]

Village of #Canada got the permission to build a high speed HWY = unlimited business with the biggest & most successful empire in the world currently at its peak late stage. It’s going to cost 50% of toll rev is still a pretty good deal for a communist country. #Reality

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

BREAKING

Canada to hand over 50% of toll revenue for the new Gordie Howe bridge

after paying 100% of the bridge's construction costs.

[thechirper @thequiettone]

Canadian’s don’t know that govt is likely sabotaging the economy so they can control people. “What will you do about it?” Attitude

[Martin Pelletier @MPelletierCIO]

Winning!

The worst economic start for any Canadian PM in over 60 years

[thechirper @thequiettone]

This can happen in Canada is people don’t come up with an idea to support the market #wealthErosion

[Steve Saretsky @SteveSaretsky]

This is wild. China's Real Estate Market has erased all gains from the last 20 years.

[thechirper @thequiettone]

Start - Govt need to buy as many Mortgages like they didn’t in US. Take them to positive activity free up cash for home owners and get them to reinvest in equity through sovereign wealth fund

[Sam Cooper @scoopercooper]

Vancouver Condo King's Data: Sales at Generational Lows, Prices Falling — and a $3.2-Billion Rescue Designed To Halt the Correction Toward Affordability https://t.co/vkWdRLxi93

[thechirper @thequiettone]

Are we going to get bailout of retail house owners @MarkJCarney

[unusual_whales @unusual_whales]

"More Ontarians in Canada are missing mortgage payments, as balance delinquency rate jumps 52% in a year," per Toronto Star.

[DogeDesigner @cb_doge]

BREAKING: George Soros is the largest individual donor in the 2026 midterm election cycle with $102 million to Democrats.

This is the same George Soros who:

• Wants to end Western civilization.
• Has spent billions creating a fake asylum-seeker nightmare that is destroying America and Europe.
• Funded the bogus study in The Lancet.
• Has organizations that have taken over Hungary.
• Has organizations engaged in activities serious enough to warrant a RICO action.
• Installs or uses puppets and stooges in key positions.
• Has leveraged tens of billions of dollars of government funding, both domestically and abroad.
• Has mastered the technique of using a relatively small amount of his own money to unlock massive amounts of taxpayer money.
• Is a genius at arbitrage in both finance and politics and excels at turning small private funding into large-scale government funding.
• Pays people to influence politics and narratives.

[SCYBERNETIK @SCYBERNETIK_BK]

for those who can do research and dont suck Elons dick like this scum guy doge designer does. The Soros panic is selective outrage. Yes, Soros is a major Democratic donor. Cool. Talk about billionaire money in politics. But Elon Musk spent roughly **$277M** backing Trump/GOP causes in 2024, owns one of the biggest political megaphones on Earth, funds PAC activity, shapes narratives daily, and runs companies tied to government contracts. So if the issue is “billionaires buying influence,” be consistent. Soros is their boogeyman because it’s useful. Elon is the cleaner example because the influence is public, direct, platform-powered, and tied to real political access. That’s not conspiracy. That’s receipts. if you a serious person u need to unfollow this scum.

[thechirper @thequiettone]

This is why Carney is helping builders find liquidity it’s similar to how US saved the banks - developers worst than bankers in producing profits in Canada

[unusual_whales @unusual_whales]

Insolvency volumes in Canada hit highest rates since 2009, Equifax has said

[thechirper @thequiettone]

And yet nothing will likely change

[Ron Butler @ronmortgageguy]

Mark Carney Brings Canada TOGETHER: Everyone Hates The Condo Bailout

The Prime Minister has united the Country

Everyone despises Bailing Out Condo Developers

More to come on this Steaming Communications Shitstorm

[thechirper @thequiettone]

This is important to stabilize an asset class that 80% of Canadian wealth is tied to

[Jason James @jasonjamesbnn]

This is Canada's version of the subprime mortgage crash in 2008. But instead of banks selling bad mortgages, Vancouver's collapse comes as a result of unchecked Chinese money laundering that began at least 30 years ago and extends back as far as 40 years.

When $300,000 condos are suddenly selling for $1 million+ you have a problem. Everyone who lived in Vancouver knew the market was doomed. In order for that type of inflation to continue, the money had to keep flowing. The municipal, provincial and federal governments would have to turn a blind eye or comply with what was happening. The banks would have to facilitate it.

The bubble deflation isn't coming as a result of government crackdowns—they were always more than happy to take their bribes. The banks were perfectly fine moving the money and the developers made billions. Nobody involved grew a conscience at any point.

What happened was the money itself slowed down. They simply ran out of properties to own and Chinese organized crime found other ways to move their cash. They turned Toronto's housing market into another bubble and bought our federal Liberal government via Justin Trudeau and Mark Carney. There's no reason to hide money in real estate if you don't have to.

Now the speculators have stopped speculating, the money launderers are moving onto other schemes and the average family in Vancouver can't begin to afford a million dollar shoebox so nobody is buying.

2500 empty condos in Vancouver. A multi-million dollar pit in Richmond. The right thing to do is let it all implode and allow the market to correct itself. Yes, people will lose money on the value of their homes and condos, but anyone who pays $1 million+ for a 600 sq ft condo should be aware of the risk.

Instead, Carney is going to bail out the developers who were very much part of the money laundering scheme and we're going to pay for it. This will give the bubble another year of life but it will eventually burst, and in the end, Canadians will pay for it again.

[thechirper @thequiettone]

Aka - if most of the debt of a county is in its home currency that debt is manageable and can be rolled = not that big of an issue #reality

[Boring_Business @BoringBiz_]

Alan Greenspan: “The US can pay any debt because it can always print money”

RIP to a Fed legend who served for 18 years under 4 different presidents from 1987 to 2006

He also coined the phrase “irrational exuberance”, which became part of financial lexicon years later

[thechirper @thequiettone]

Reality

[thechirper @thequiettone]

Why would they use village of Canada - it has communist laws and suppresses its people till the comply $EWC #MakeCanadaGreat

[Build Canada @build_canada]

Canadians have built tech empires. But most didn't do it at home. ✈️

@Uber, @Cloudflare, @OpenAI, @AnthropicAI - all co-founded by 🇨🇦's who went on to build their businesses in the 🇺🇸.

Add on foreign nationals who attended Canadian universities, you get @Instacart, @Tesla, @moderna_tx, @NotionHQ. 🎓

Founders of all these companies slipped through our national grasp.

[thechirper @thequiettone]

How about they keep it same and few mega caps in each sector absorb all the demand from mid and small caps - till govt intervenes with Anti trust - higher probability play ? $Dram $BTC

[Tommy @Shaughnessy119]

The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening

- Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs

- For real business use you have to move to the API anyway. Data protections, work integrations and compliance officer approval

- On the API you pay metered rates, and businesses are burning credits way faster than the per seat pricing ever led them to expect

- This is everywhere right now. Internally for us, Codex users, Uber torching its entire 2026 AI budget in 4 months, the Microsoft comments. Just go try an API

I shared more on this here: https://t.co/iZrqrCAIRW

- And I don't think most businesses have the money to keep paying increasing API rates without a real change to how they operate (caps needed)

- Because they have a cheap alternative. They can reach open source models through any aggregator (OpenRouter, Venice, Baseten, Together) and still get strong privacy. Venice private data centers, or E2EE/TEE serving GLM 5.1.

More on open source inference provider raises here: https://t.co/7kf56P44yQ

- And the discount is enormous. DeepSeek V4 codes within a hair of Opus on SWE bench at roughly 1/30th the price, and the cheapest open models run closer to 1/100th

- Chinese labs open source frontier grade models. The model is the single biggest cost an inference provider has, and they get it for free

- This idea dies if China goes closed source. That is actually bullish web2 AI labs, because if everyone is closed you pay up for the best intelligence. China goes closed source if they are tired of giving away an asset and they want the revenue and data flow to train new models

- Is this showing up in web2 AI lab revenue yet? No. Revenue is off the charts. Anthropic went from 9B to 47B run rate in five months

- So go forward, what happens?

- I think revenue slowly starts leaking to the open source inference providers (see Venice usage, OpenRouter's $113M raise, Baseten is raising at $11B or triple its valuation in three months, on revenue that went from $200M to $600M annualized in a single quarter)

- It doesnt move overnight, but it caps the labs ability to raise prices, and margins are already deeply negative. OpenAI is reportedly running near negative 122%

- With margins that bad there is no cash flow, so the labs are fully dependent on outside capital to buy GPUs, train models, and keep subsidizing usage (I.e. see Google tapping $80b equity sale, granted 30b for employee RSU taxes. Clearly they think Equity is overvalued or you wouldn't sell it)

- The break comes when that capital stops. Pricing is capped so margins cant improve, and the moment investors lose conviction on payback, the whole flow reverses

- Why would they lose conviction on payback? Back to the start - the inability to improve margins or get businesses to pay more

- This is also limiting, if we start making new drugs with AI or create entirely new businesses, you better believe people will pay up to the max for AI usage

[thechirper @thequiettone]

@ozzy_livin @ozzy_livin what do you think Monday onward we get v bottom or more weakness into OPEX?

[thechirper @thequiettone]

Canada is the only country where they choose their leader from same garbage party because 80% of voters have labeled themselves as liberals cuz their great Grandfather did and that’s it.

Now they all cry or say “oh, yeah is that true?”

[Pierre Poilievre @PierrePoilievre]

It's not just among G7 countries.

Mark Carney has made Canada the only G20 country in recession.

Sign to reverse Carney's full-blown Liberal recession: https://t.co/8p4TegI91d

[thechirper @thequiettone]

Villagers of Canada can’t handle corruption in their country but they all know how US should be run #jokeoftheday $EWC $BTC

[5DME81 @5dme81]

THE MONEY IS GONE ❗️ Liberals wasted $300,000,000 of your tax dollars on PrescribeIT, a useless digital prescription system that changed absolutely nothing. Now they are trying to sweep this massive failure under the rug. LIBERAL SCANDAL🚨

[thechirper @thequiettone]

Why is this small village Canada 🇨🇦 so corrupt ?

[Mario Zelaya @mario4thenorth]

The Canada Pension Plan (CPP) has over 2,000 employees.

Top 5 managers, make more than $5 million per year.

They have never beaten the market.

Nevada has 1 guy. Who invests in ETFs.

Does nothing. All day.

And he outperforms the CPP.

Consistently.

For further context, if CPP invested in QQQ, for the last 10 years, instead of $800 billion in assets, we would have $2.4 Trillion.

VOO would put it at $1.6 trillion.

Lesson: The government will never outperform the market.

So don’t think the Sovereign Debt Fund will be any different.

[thechirper @thequiettone]

Why won’t they; they are forming the New Elites that control everything. @Pred_History $GLD $DELL