10% for the Big Guy
Ye, SBF, AI and TwitterGate
Yeah, I know it’s Monday not Sunday but I woke up in a writing mood…
There’s a certain line in a poker hand or airplane takeoff when you reach the ‘pot committed’ point and have to continue or it's dangerous. In pilot lingo, ‘V1’ is the point where you no longer have any choice. Before V1 you still have enough runway to abort a takeoff and stop before you run off the end of the runway. After V1 there isn't enough runway left to stop so you are committed to taking off.
Even if you lose an engine, past V1 velocity you still have to take off and then do your best to land with one engine.
Right now it feels like we’re at that point as a society. The acceleration of tech and the broader timeline narrative has reached V1. We can't stop it. We can only hope to pilot tech and society in a way that keeps us alive until we figure out how to land it.
For those over the age of 50, Airplane the movie might be the best analogy to our current situation.
We've got Elon Musk playing Ted Striker, a civilian trying to land a plane after the pilots are incapacitated and our demented President Uncle Joe playing the role of Dr. Leslie Nielsen ("And don't call me Shirley").
Right now, the lives of 330 million Americans (and frankly, 8 billion globally) are hanging in the balance to see if we can defeat the Regime aka the Machine, Matrix, Cathedral or any of the terms we use interchangeably to describe the emergent coalition of government, academia, Hollywood, media, and the powers that are working together to push a ‘Great Reset’. The New World Order they seek to install would fundamentally change for worse the manner in which humans exist on this planet.
I'll spell it out quickly as I’ve written about it repeatedly in the past before it became widely known. It’s a linear roadmap, and it became obvious to anyone paying the slightest bit of attention during the Covid Scamdemic.
It begins with a Health Passport and the surrender of bodily autonomy. The Vax Passport they beta tested during the pandemic was the perfect, intentional vehicle.
Then it’s an infallible Digital ID to tie everything you do to your actual identity. Privacy becomes a thing of the past. This coincides with Real ID and the KYC/AML features omnipresent in finance and banking since the Patriot Act under the auspices of ‘fighting terrorism and money laundering’.
Then we proceed to the rollout of CBDCs - Central Bank Digital Currencies to monitor every spending transaction made by an individual anywhere. Many merchants already refuse cash or coins. CBDCs enable governments to control where, when and how you spend your money and can block or censor any transactions they deem ‘suboptimal’.
Post the wrong political statement online and your spending or internet access can be throttled until you delete or repent. Drive your non-renewable powered vehicle past your monthly allocation or use more heat than permitted to warm your house, and your carbon footprint quota means you can’t fill up your gas tank for 2 weeks and your power company automatically restricts your heat to 58 degrees to mitigate your consumption. The ultimate goal is a Chinese-style social credit score and permanent digital slavery from this all-seeing Panopticon.
You will own nothing and like it. And your children will eat the bugs. But don’t worry, it’s for the good of the Earth and the elites. After all, someone has to be the favored class and in charge right?
The powers that be (TPTB) don't even try to hide this anymore. It's out in the wide open. And yet still people stick their head in the sand and suffer from Normalcy Bias. Karmically, these Luciferian Malthusians believe that as long as they tell you what ‘we’ have to do, and no one stops them, then it’s fair warning. Your silence and compliance is their license to rule and restructure the planet according to their whims.
Like Maya Angelou said, “When someone tells you who they are, believe them.” These monsters consider us cattle. We either recognize this and put a stop to their evil plans, or the world we are about to inherit is going to look very different from the world we grew up in.
The Twitter Files
Elon Musk may or may not be a neurodivergent Bruce Wayne, but right now he’s the best chance we have at fighting The Machine. As I’ve written about previously, Twitter is the most important media platform in existence. Right now it is upstream from all other journalism, and the closest thing we have to Artificial General Intelligence. The HiveMind swarm that is Twitter has been remarkably effective at suppressing dissent and pushing the Machine’s narrative du jour because the Left has had their censorship thumb on the scale to throttle and eliminate dissenting viewpoints. From BLM to Vaccines to Ukraine, the ‘Current Thing’ once released into the wild, spreads like wildfire and takes on a life of its own.
Geopolitical analyst John Robb brilliantly describes it as a ‘Networked Swarm’ and details below how Elon’s Twitter stands alone:
“Twitter is the only major corporation in the networked world that hasn’t aligned itself with the network #swarm, and as such, the company is now at war with the rest of the corporations in the network.
Let’s put this war into context. The first signs of corporate involvement in the war for control of our new social decision-making began in 2017. That’s when governments worldwide pressured networked companies to take ownership of social stability. This effort initially met with moderate success in the US, but that changed dramatically in January 2021 when corporations fully embraced this role.
These companies, acting as a single network, announced their control of the US sociopolitical system (and, by extension, the world) in three quick steps:
They permanently disconnected Donald Trump, a seated US President and arguably the most powerful person in the world. In short, they announced: we are in control and nobody is above us.
They then disconnected Parler, a competitive social networking system used by millions of people, many of whom supported Trump during the recent election. This action announced: nobody is allowed to run a network except us.
They demonstrated that disconnection — through a “disconnection cascade” involving thousands of other online firms from e-mail to payments to smartphones — is far more than simply losing access to social networks; it’s a loss of all connectivity. This action announced: Resist us, and you will cease to exist.
The networked corporations that took control in January 2021 did so by aligning themselves with what I call the networked #swarm.
The network #swarm grew out of the plethora of networks that opposed Trump. Jan 6th unified them into a massive, cohesive network by turning moral opposition to Trump into a fight against existential evil.
However, how you achieve success matters, and unfortunately, this cohesion was generated by a network update to a hazardous 20th Century method of social control called Gleichschaltung (China uses a variant of this).
The emergence of a Gleichschaltung narrative provided the #swarm with the coercive power to force networked corporations into alignment with their narrative. “Are you with us or against us?” Any company that disagreed was threatened with disconnection from the rest of the network.
Since Jan 2021, most networked corporations have become champions of the #swarm. This has created a new social contract (“network feudalism?”) between corporations and the #swarm, leaving the rest of us as powerless bystanders:
Networked corporations agree to align with the #swarm’s rapidly expanding number of threat narratives. They prove this alignment by amplifying these threat narratives and taking action against the #swarm’s enemies by suppression and disconnection. This is dangerous. Most recently, rampant amplification of the #swarm’s threat narrative depicting Putin’s Russia as the modern equivalent of Hitler’s Germany brought us to the edge of nuclear war. NOTE: it’s also likely that the #swarm’s threat narrative, depicting the Republican party as a threat to democracy, played a critical role in the 2022 election.
In exchange for this alignment, these corporations gain legitimacy. This legitimacy (“only we can save the world”) allows them complete control over speech/behavior on their systems (ToS > Bill of Rights), freedom from regulatory pressure (Apple’s ability to ignore requests by the FCC to deplatform TikTok), and permission to ruthlessly exploit the digital economy (for example, Apple and Google charge a 30% tax on every transaction on their devices).
This new social contract was upended when Elon acquired Twitter. Elon’s Twitter, alone, brazenly refused to align with the #swarm and their Gleichschaltung threat narratives, and the war against Twitter began.”
As I said in April, Elon buying Twitter and disrupting the swarm would be the most important thing someone has done for humanity in quite some time.
Even if Elon burned it down to ashes it would be better than allowing the Left and Regime to continue to control the Narrative.
Fortunately, he seems to be succeeding and is restoring banned accounts, some semblance of free speech and gloriously ridding Twitter of the entitled Millenial triggerpuffs that were running the day to day. He’s also taking the bold step of releasing Twitter’s skeletons from that period and enraging a lot of powerful people who were happy to conduct their nefarious activities under the blanket of darkness that censorship provided.
Musk’s weekend release of Twitter’s internal files on the Hunter Biden Laptop censorship scandal is on it's face the biggest election scandal in a generation.
The intelligence community and Regime media promoted the lie that this was ‘Russia misinformation’ to justify the censorship and coverup.
The suppression of Hunter’s laptop and other evidence of Biden corruption wasn't an intelligence failure. It was an intelligence operation. This was critical information regarding criminal activity by Hunter and Joe Biden that was black-holed by Twitter and the media under pressure from government actors and the intelligence community that affected the outcome of the election.
In a poll done last week, 17% say they would never have voted for Biden had they known about the Laptop story. Even with the widespread fraud we saw during the 2020 election, that’s more than enough for Biden to lose - even if you take it at face value that he got 81 million votes.
Memetic warfare is mostly taking place now on Twitter and the Left-dominated media as they try to spin the scandal to being about Hunter’s drug use and nude photos (which is a jaw-dropping euphemism for sexual assault and pedophilia based on what has been reported is actually on the hard drive).
In reality, the Hunter Laptop scandal has always been about peddling influence by Joe Biden using his damaged son as a bag man to collect massive pay-to-play bribes from China and Ukraine while he was a candidate and Vice President.
The Hunter-Burisma relationship is still one of the most brazen and disgusting pay-for-access frauds I've ever seen. To think a crackhead with zero business experience would be placed on the board of a multibillion Ukrainian gas company and paid millions you have to do a lot more than just suspend disbelief.
Again, whether it was our monstrously mistaken Covid policies or the cover ups and deep corruption of the Regime and the intelligence law enforcement community, there is no future for this country without accountability and justice. Period.
If these Great Reset kleptocrats and saboteurs win and escape judgement and reckoning, then you can bet the future of our country will look a lot more like the Dystopian Panopticon that the Chinese people suffer under now.
AI - Rise of the Machines
In trading, you need to get both the direction and the timing right. Nail just one, and you’re likely to end up in a world of pain. When it comes to Artificial Intelligence, I can humbly say I nailed the direction, but not the timing. I thought we still had 2 years to understand and mitigate the slow adoption of this technological marvel into broader society. It saddens me to say, I was off by years. AI is here, right now and the disruption is going to be both tremendous and horrific.
Kurzweil's Law of Accelerating Returns states that in technology, returns tend to grow exponentially. And what I’ve seen over the past 6 months and especially in the last few weeks, is that the speed of change is picking up velocity.
Accelerating change is the observed exponential nature of the rate of technological change in recent history, which may suggest faster and more profound change in the future and may or may not be accompanied by equally profound social and cultural change.
The news that AI is metastasizing at an accelerated rate is good from a Cold War arms race perspective since we are racing against an unethical, immoral Chinese communist regime. But, it’s bad from a societal frame as we’re not remotely ready for the change and power of this technology.
AI as a force for productivity and good is based on the assumption there are competent, ethical people in charge. THAT MYTH was blown out of the water by Covid. Not just blown, but monstrously decimated.
Covid showed us clearly that most of the so-called ‘experts’ are idiotic lemmings and that the institutions we rely on are corrupt and failing.
From Robert McNamara and the rest of the Vietnam architects to the boys at Enron, the ‘smartest men in the room’ are often not. And even if they are super smart, that doesn’t mean they make correct decisions.
Smart is just one important attribute. Moral leadership, work ethic and good decision making another. In fact, the smarter you get, the more inclined many geniuses are to believe their own infallibility and self-importance. Why should a coal miner, gangbanger or MAGA proponent have the same vote I do? Why should his opinion matter?
There’s a haughtiness that emanates from the Blue Checkmark gatekeepers born of an entitled upbringing and credentialism. They intrinsically think ‘they know better’, despite a track record of being wrong where it matters most of the time.
When it comes to AI, that same bias exists from the scientific community and broader population. Just as Gain-of-Function researchers in the U.S. and Wuhan thought they could play God and experiment with new pathogens and viruses, so do AI researchers. They believe we will be able to control whatever super-intelligence that is birthed, despite humanity’s own poor track record nearly everywhere else.
There’s also an inclination to discount the danger and impact AI will have because of the sheer speed and effort that is required to produce outputs.
Labor Perception Bias is the descriptor given when deep down we subconsciously associate ‘value’ with the length of time it takes to do something. And we inherently become skeptical of the worth of something if it seems simple or quick. Tolstoy labored for for six years writing War and Peace. Long regarded as one of the most seminal and brilliant works of world literature, if an AI were to create an equivalent novel in 13 seconds, we would discount it’s ‘value’ even if it were better.
This discount has led us to underestimate the quality of AI produced work and impact across all spectrums, from art to programming, medicine and law. Check out OpenAI, Midjourney, and others to begin to get an understanding. GPT-4 will be out soon. GPT-3 was mind-blowing, and GPT-4 uses 100 trillion machine-learning parameters versus GPT-3’s 175 billion, giving it 500x more text-generation and machine-learning power and capabilities.
This topic deserves its own letter, and it will get one soon. However, because the challenges and disruption we face will be profound, I wanted to light the beacons since the time to prepare is NOW.
SBF
Like AI, the saga of SBF and FTX deserves its own newsletter as its importance cannot be understated. However, I wanted to make a few comments.
SBF and FTX were either:
A DNC and intelligence community backed money laundering operation;
An intelligence community honeypot to track and monitor money laundering and the broader crypto space;
Just a lucky dude who somehow happened to be right place right time and made billions; or
A relatively smart and connected trader who started believing his own press/invincibility and got sloppy.
With the access I have and information available, I can’t give insight into the 4 most likely options above, and therefore it’s a waste of my time to speculate on which one (or all) are accurate.
What I can tell you is this was long overdue for the sector. In November of 2021, I urged my readers and private coaching group to move to mostly cash, as I saw the leverage and speculation in the system reaching dangerous levels of stupidity.
When easily reproducible (and shitty) cartoon jpegs are selling for hundreds of thousands if not millions of dollars, it didn’t take Saruman’s orb to see we were heading for a correction. And with the Federal Reserve and Biden administration printing and spending money like MMT midwits, I saw it was time for caution and did my best to get people to move to the sidelines.
Crypto has seen one implosion after another in 2022 with FTX being the latest and greatest casualty. A firm once valued at almost $40 Billion dollars, became worthless virtually overnight.
I’d be lying if I said there wasn’t any bitterness regarding the disparity in treatment between SBF and myself. In my case, a trade that netted me $30K got me an FBI swat team raiding my house and a 30 month prison sentence. SBF stole and lost $10B in customer funds and he's doing celebrity circuit interviews to rounds of applause and laughter by the NY Times.
Regardless, the crypto sector needed to clear the deadwood and remove the leverage and bad actors. It’s unclear who or what will survive the pruning, but one thing is abundantly clear - Bitcoin is not ‘crypto.’
The sheer absurdity of our world is making me consider whether it’s Running Man time. Is there anyone who wouldn't like to see Anthony Fauci, SBF and Justin Trudeau compete in a televised Survivor type race series against each other with the likes of Jesse Kelly, Tim Kennedy & David Goggins hunting them? Or even civilians who lost loved ones to the vax or customers who lost their life savings on FTX? If the perps win, they go free. Arnold Schwarzenegger can coach the team.
Hell, if we're going full vaudeville Bread & Circuses, lets' go FULL Bread & Circuses.
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Kanye aka Ye aka Black Hitler
You know sh*t is crazy when the Kanye story doesn't even make the Top 3 stories here. The Kanye Madness would be front page news for a month in any other era. Whether this is a man who lost his damn marbles, or just a man who feels unrestrained from speaking his mind, it's clear his career is over. Kanye’s eruption over the past month has thrown gasoline on the rising Anti-Semitism we've seen over the past few years as Jews have consistently been the target of black nationalists, white supremacists and revisionist history Palestinian thugs.
Despite Kanye emboldening a whole new generation of racists to come out of the shadows, the good news is that he's dumb as f*ck. Talented artists are often called 'musical geniuses' and Kanye certainly is one. But the word ‘musical’ tends to be forgotten before the word ‘genius’ by these narcissists. Just like Lebron is a monster talent and genius on the basketball court, that doesn’t mean he has a clue about politics, finance or anything else. Same goes for nearly every Hollywood celebrity. But that doesn’t stop these egomaniacs from opining on any subject that tickles their fancy.
In Kanye's case, he could have been one of the most effective and devastating advocates FOR anti-semitism and genocide had he carefully crafted a message to highlight some of the disproportionate influence Jewish people have in Hollywood and finance compared to their numbers in the population (see Chappelle). There are good reasons for this influence including high IQs, a familial emphasis on education, and that Jews played key roles in founding both industries. Nevertheless, 'influence' does not equate to 'control' which implies an ability to blacklist or promote some nefarious agenda. Chappelle was smart enough to offer a complex yet morally misguided approach that danced around the issue but still accomplished the end result of increasing hatred and suspicion towards Jews (and it was funny as hell, and thus even more devastatingly disguised and effective).
Kanye on the other hand, decided to wear a demonic black mask on Alex Jones' show and profess his love for Hitler. He didn't expand the Overton window, he ran right through it and exposed himself as a giant sack of donkey sh*t to most of the world. Outside of all but the most hardcore anti-semitic circles, he’s completely discredited himself as a person worth paying attention to and will likely earn a ban from all 'polite' society and social media.
Instead of recoiling with horror, I'm thankful for his appearance. I'd much rather have a wolf bare his teeth at me than show up in sheep's clothing like Fauci or the Biden administration. Fauci and the rest of the public health 'experts' ended up killing millions of Americans by denying them effective early treatments, promoting ineffective and dangerous masks/vaccines and encouraging lockdowns causing economic devastation for millions that is continuing to this day and will last for years. And they did it all with a smile on their face and help from a sycophantic media swarm.
So thank you Kanye, it's been real. I hope you get help, but thank you for flushing the bushes and bringing out a lot of quiet, lurking anti-semites into the sunlight for all the world to see.
And Lebron, how about you actually finish the first chapter of a book before opening your mouth next time to support the CCP or whatever your cause du jour is.
In the meantime, big shout out to Zach Fox and Bill Burr for their predictive ability based on probabilistic trajectory analysis. If you two want to put together a fund, count me in as an LP.
What I’m Listening To
Maajid Nawaz and investigative reporter George Webb discussing the war in Ukraine.
AI: The Beast or Jerusalem w/ Jonathan Pageau, Jim Keller & Jordan Peterson
What I’m Reading
Crisis of Comfort - Michael Easter explores whether our sheltered, temperature-controlled, overfed, under-challenged lives actually be the leading cause of many our most urgent physical and mental health issues by seeking out off-the-grid visionaries, disruptive researchers, and mind-body conditioning trailblazers who are unlocking the life-enhancing secrets of a counterintuitive solution: discomfort. Jives well with a lesson I’ve made a centerpiece of my Alpha360 trainings: Do Hard Things.
Paper Belt on Fire - Michael Gibson was a founder with Peter Thiel of his famous Fellowship Program that granted $100,000 to people willing to forego college or dropout to pursue and build an idea. The book highlights the author’s decision to ‘short the education bubble’ by starting a venture capital fund to discover, mentor, and back the leading lights in the next generation of dropout innovators.
Memetic Warfare
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Great one! Keep ‘em coming.