KTuck Crypto & Macro Rants

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Kanal postlari

Thesis: AI will cause a restructuring in markets as costs of products and services run to 0 as efficiency improves. Global Abundance will become tenfold closer than it is today. The current and Government controlled monetary network will be continued as the short term medium of exchange ran on traditional banking networks along with a growing stablecoin network Preserving and growing capital will be through the means of digital capital & commodities rather than assets dependent and priced in the current monetary system Only a few assets will outperform the true monetary inflation rate resulting in the investing singularity that will reorder the entire monetary system while still having the current fiat backed dollars to preserve order within a technologically advanced 21st century civilization

2	Buying Bitcoin & selling SPY to buy the superior and ethical asset is the right thing to do. We live in an economy where capital controls from pensions, 401k and employer programs are forced to buy the indexes. Buying the index supports INVASIVE PHARMACEUTICAL companies, Corrupt Insurance conglomerates, “Defense Companies” that manufacture weapons for the government to murder innocent people born in a place no fault of their own, tech elites that are actively using technology to destroy society etc. Capital Markets are fueling the beast that will bring modern society to hell. History of human civilization has shown us a similar pattern from the past. The best thing we can do is create wealth by buying a network structured in a way transcending human motivations and institutions. Bitcoin in itself is so perfect as an asset there will be no incentive to speculate on individual companies at some point.	85
3	Portfolio July 1 2025	1
4	will it pump our bags? yes. But it will hurt tens of millions	82
5	It is hard to celebrate 4th of july if the bill is passed	78
6	Ovozli xabar	108
7	A brief message touching on global liquidity and Hive AI	105
8	Constructive	106
9	Matn yo'q...	103
10	Not fading this	118
11	Matn yo'q...	107
12	That’s the dip	102
13	This was posted a week ago. Here it is	96
14	https://x.com/vldscorpius/status/1926505076207542752?s=46	96
15	https://x.com/secscottbessent/status/1935404649718157691?s=46	106
16	Global liquidity lead getting crazy	106
17	Matn yo'q...	104
18	R1	105
19	Insiders printing. They all were dumping heavy yesterday and more reports of selling.	115
20	Matn yo'q...	109

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