2025-10-01T15:07:33Z https://nostr.now mattaroo https://nostr.now/npub1wwushhg9g3lewt49klu5wlqxdhraljkdexyjz2mdhjx8nuk6aepq577lcn https://cdn.nostr.build/i/7c531f25f1d198bb4e61780ed7973604afd8a89902584a55db9279570e072416.jpg https://cdn.nostr.build/i/7c531f25f1d198bb4e61780ed7973604afd8a89902584a55db9279570e072416.jpg https://nostr.now/nevent1qqsw5qu5ekkuumnpdgc5ayvyt5ykytn0uqvyq2g2r4tf5fysq0x8a0szypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyynnnwsq Tesla has started testing the Cybercab on public roads near Giga Texas.<br/>Rem this is a 2 seater so no safety person in passenger seat. <br/>The Robotaxi era is getting closer to mass production.<br/><br/>Source: Invest Answers<br/><br/> <img src="https://image.nostr.build/6422b3c5969d101565c4d6fcf4ef0cf65e914dc62d16259fd3344998453e1827.jpg"> 2025-10-20T16:45:19Z https://nostr.now/nevent1qqsgtq2d7t4e222hrayt4xcsguu2yyc6wjgkzn0vtpu6gh0djrl4jnqzypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyyvsey8d Breaking down the United States debt debacle. <br/><br/>The U.S. debt crisis is deepening:<br/><br/>Total U.S. debt surged to a record $98.8 trillion in Q2 2025, equivalent to 324% of GDP.<br/><br/>​Federal debt climbed to nearly $38 trillion over 123% of GDP.<br/><br/>​Nonfinancial <br/>corporate debt rose to $21.9 trillion, about 72% of GDP.<br/><br/>​Financial corporate debt stood at $20.9 trillion, equal to 69% of GDP.<br/><br/>​Household debt hit $20.5 trillion, roughly 67% of GDP.<br/><br/>America has never been this indebted.<br/><br/> <img src="https://image.nostr.build/ee37635609679d665c5a2d90bbea0a6ccac9063fdbfc461fdca2ba534fed0e95.jpg"> 2025-10-20T16:41:19Z https://nostr.now/nevent1qqsd5g50lh5634mxw3wtqg6u7var26mf5zu9s42mugw20qd7ystweuczypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyypw25dy The tech industry GDP miracle. At a 2% annual GDP growth, a $100 trillion economy grows to about $202 trillion over 72 years. At 4%, it reaches approximately $1,600 trillion—nearly eight times larger. David Sacks might have presented the math more clearly to make the contrast more compelling. <br/>The point is Tech is all... not just current GDP Growth but also Future Growth. Sustaining higher growth through innovation is the surest path to collective wealth and enduring prosperity.if you exclude tech the GDP numbers are 0.1%. <br/><br/>Source: Invest Answers<br/><br/> <img src="https://image.nostr.build/41416b33eb21de0de7ad024fcf693d1e6592193e8c005ffc5e8b32ff0cf871cd.jpg"> <br/> <img src="https://image.nostr.build/199a0e641946f3e24f64364e3d368a3e9bc222dc17b798761b8d2d92a4e902d0.jpg"> 2025-10-19T15:33:37Z https://nostr.now/nevent1qqsxqh0229c0fzqvjl8k0v8kf5cgaxl43k84uffvgajz2e58m2cxytqzypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyy57yswj Investors are piling into defense stocks:<br/><br/>​Aerospace &amp; Defense ETF inflows hit $8.2 billion in the first three quarters of 2025.<br/>​That’s a +573% surge compared to 2024.<br/>​<br/>Monthly inflows peaked at $1.6 billion in June, before easing to $634 million in September.<br/>​<br/>The boom has spurred 17 new Aerospace &amp; Defense ETFs launched in 2025—up from just 2 last year.<br/><br/>Investor appetite for defense exposure is stronger than ever.<br/><br/> <img src="https://image.nostr.build/441cbc5c3512ea8544f1acb64e9846a4ef4fe60e246a45f21a74dcc429887667.jpg"> 2025-10-19T14:50:38Z https://nostr.now/nevent1qqsd2urswcmfx9h7xkupt57r0je3yft5tkaxrvgzevywe73ch5s4h8gzypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyyzd9fhc <img src="https://image.nostr.build/6f9eba9294438461ec11b4012d2fa966c7d6e56c0470050965e4b8fafdac3d1d.png"> <br/><br/>Debt per human on earth, ie every man woman and child is now $43,000<br/>Avg yearly salary on Earth is $1,480. It will all NEVER BE REPAID!<br/>Global debt is up 6% year to date and still rising.<br/>Developing economies account for around 30% of the total global debt, totaling $101 trillion. 2025-10-01T14:48:54Z https://nostr.now/nevent1qqswsplmxquz07aucdwwz06kpuz7v8gn84svdksw8gdgelnwweezy5czypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyyr927s8 <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdraqshxdje9sq6eyhe" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>Jeff Booth</span> (<span class="italic">npub1s05…eyhe</span>)</a></span> <br/><br/>I took this excerpt out of a Substack posted by Dan Denning with Bonner Private Research. The link is: <a href="https://www.bonnerprivateresearch.com/?r=12gpq2">https://www.bonnerprivateresearch.com/?r=12gpq2</a><br/>Dan and his crew are big time gold bugs. They do recommend clients have a 1% allocation to Bitcoin in their portfolio.<br/><br/><br/>Credit-based systems require infinite expansion to avoid collapse. Every dollar of debt is someone else’s asset. In a deflation of financial asset prices–which is what happens when credit stops expanding–the value of those assets either reverts to a long-term mean. Or it crashes (if the asset is backed by cash flows the borrower fails to generate).<br/><br/>This point came up in a private presentation I heard this week from Jeff Booth. Jeff made a compelling argument with two main points. The first is that the natural state of free markets is deflation. By that, he meant that if money is sound and markets are free, prices of goods and services will tend to fall over time. This is great for both consumer choice (more stuff and lower prices) and individual freedom.<br/><br/>Jeff’s second point, though, was what I mentioned above. Credit based systems (based on paper money) require constant expansion to avoid collapse. This results in either ‘structural’ inflation of 3-4%. Or episodes where the entire price level shifts upward dramatically in a great wave (this happened in 2020 with the huge year-over-year growth in the money supply shifting prices higher by 20%).<br/><br/>Long story short, Jeff believes that these two forces—the natural tendency toward deflation in free markets and the requirement for inflation in credit-based systems—are in conflict. Something has to give. They cannot permanently co-exist.<br/><br/>If Jeff is right, all assets denominated in fiat/fake money will go to zero. All of them. Anything denominated in the currency of the inflationary regime is at risk. As a consequence, he’s saving and spending in Bitcoin, which he believes to be both sound, secure, and bound by energy limits.<br/><br/>It takes a lot of almost religious conviction to take this view. Jeff has also ‘done the research’ and written a book about it. The book is called The Price of Tomorrow: Why Deflation is the Key to an Abundant Future. If I understand Jeff’s argument, it’s that Bitcoin is the current ‘price’ of a future with sound money, in which this fiat regime has failed.<br/><br/>What do you think? I’ll be reading more about it this weekend and will have more to say next week. It certainly was a thought-provoking talk.<br/><br/>One part that did confuse me, though, is why Bitcoiners always talk about what people need to ‘understand’ or to ‘learn’ about Bitcoin. One of the great virtues of Adam Smith’s definition of free market capitalism is that it doesn’t require book learning or an essay. By acting to improve their own circumstances, and with the help of the division of labor and free trade, individuals improve their own lives AND the lives of complete strangers in Adam Smith’s world.<br/><br/>People become a ‘node’ on a freedom network simply by finding out what they’re good at and then providing that service to others. It’s virtuous AND lucrative and mutually beneficial. It’s a win-win deal for everyone. And it doesn’t require anyone to ‘learn’ anything.<br/><br/>But maybe I’m missing something. I’ll take a deeper dive into the book this weekend and get back to you next week. Feel free to educate or correct me in the comments below.<br/><br/>Until next week,<br/><br/>Dan 2025-09-28T16:47:01Z https://nostr.now/nevent1qqsw00whx3fmv75u264600w8gudt03g9xeyshtnefqmz8ugsa0rpznszypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyyq8wqfs Trump and Musk meet in person for the first time since May last night. Tesla share price up $17.28 this morning.<br/><br/> <img src="https://image.nostr.build/ac42c95b0d13fff7b87fc02e0dfcb4e1e587314c61d65c26144f4fa11d770b14.jpg"> 2025-09-22T14:10:58Z https://nostr.now/nevent1qqstrstegyyapwukrqn7zrmah2jv9clu5l9zu49fjmwzse5x6mpeynqzypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyyrj6r6x Do you know why the Oracle share price exploded with their earnings report last week? This is why:<br/><br/>Agents require constant streams of inference compute. They don’t pause; they act. And as they act, they multiply the demand for capacity. This is why Oracle’s backlog ballooned. It isn’t just about serving queries. It is about building the infrastructure for a future where AI agents orchestrate entire workflows. I will bet that within the next decade, GDP will be thrown out as a measurement as the digital economy accelerates and calls for a new index grow due to the continued rise in inequality. Oracle’s earnings are the canary in the coal mine or, more accurately, the thunderclap that should wake people up. Inference is the bottleneck. Enterprise adoption is accelerating. AI agents are coming. And hyperscalers are about to print massive cloud growth. Behind that are autonomous vehicles, flying taxis, and humanoids. Oracle’s quarter is not an isolated event. It is a signal of what is to come, a world where inference capacity, AI agents, and multi-cloud infrastructure redefine how businesses operate and how investors should position. And this time, the orders are not just big. They are the size of GDP growth itself. - Jordi Visser 2025-09-21T17:14:44Z https://nostr.now/nevent1qqsxyykqn32x6z77yt4gjnwr5l3nlatph8wtdjkd9zzc6mj8vkx742qzypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyyca7nfd <img src="https://image.nostr.build/b70f455f08a5747288213c238077c3b6ec5e864b5303732c478aa704b739015e.png"> <br/><br/>TREASURIES ARE IT<br/><br/>2022: $0.5B<br/><br/>2023: $2.8B<br/><br/>2024: $31B<br/><br/>2025: $60B+ pace<br/><br/>Still think adoption is slowing?<br/><br/>Q4 is when things kick off. 2025-09-21T16:51:08Z https://nostr.now/nevent1qqs8m3aw83mvw359fxayenae5s0m9xg43uuw3wupdxdlu3sczn3d0hgzypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyyw8g2w9 It’s unreal how many times Tesla is in the right place at the right time. They will win again with battery storage. Power is poised to become the primary bottleneck in this explosive growth of data centers.<br/>To operate these facilities efficiently—without risking catastrophic failures to your multibillion-dollar investments in Nvidia H100s and B200s—you&#39;ll need robust energy storage solutions to stabilize and smooth out power fluctuations.<br/>This perfect storm is going to FUEL INFINITE demand for Tesla Megapacks, as they provide the scalable battery infrastructure essential for reliable, uninterrupted AI-driven computing at this scale. Once again Tesla and Elon are in the right place at the right time.<br/><br/> <img src="https://image.nostr.build/861381552943dd5e3bb36f2be455df8aa1358fec7339ab1d90e79ced4ee89b8c.jpg"> 2025-09-13T15:19:40Z https://nostr.now/nevent1qqsgnwt9cfkhj0mhnxpv4ntym3jws0cqplaywfpm9mm6a4st7vvdenszypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyymelezp Cern Basher put together this great chart in light of the new Comp Plan for Elon Musk. <br/><br/>TLDR<br/>​Comp Plan <br/><br/>Benchmark: If Elon achieves his Compensation Plan goals, reaching this milestone would require 472 shares (based on a conservative P/E of 20).<br/><br/>​EBITDA Growth Case: Should the company deliver $400B in EBITDA and command a P/E of 40, the target drops to just 251 shares.<br/><br/>​Price Target Scenario: If my projection of $8,000 per share by 2032 is realized, the requirement falls further to only 126 shares.<br/><br/> <img src="https://image.nostr.build/050475f036678f8bec5fdf89e66abd44fd04603c0f0935f6b4a699804b429181.jpg"> 2025-09-08T18:28:52Z https://nostr.now/nevent1qqszrgrcsxqapv94j5jks6tsrxstjdfjzxdnaqmxxyurmvalqhxzdlqzypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyyeexwqp Bitcoin treasury companies hold 1million ₿TC now. That is 6.66% of the max 15M BTC supply. Blackrock has 5%. <br/>Nearly 66% is held by MSTR in the Treasury Department. <br/>Treasuries are it. <br/>If they continue at this rate we will not have a traditional bear market. <br/>If they start selling - we will. <br/>It is a double edged sword.<br/><br/>Source: Invest Answers 2025-09-07T05:52:46Z https://nostr.now/nevent1qqswvs0agwk4a86c9tjsz9shx3xnn5f4r4398ksz57mel040ry7pjxqzypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyywrzdfc Global M2 hit another new ATH. We know what follows. Things are looking good for Q4. Ignore the bears and keep stacking sats.<br/><br/> <img src="https://image.nostr.build/8e3818784115a5bab34f2dbd5ac8235b75e8c0f1983836cbec39a961cc2700dd.jpg"> 2025-08-31T14:57:46Z https://nostr.now/nevent1qqs8w55335kjplhzl4xzuu9k6t5ap837kaezl5u2rj4cfff4x8yhnnczypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyytqxut0 MSTR uses the ATM to buy another 3,081 BTC. Strategy has acquired 3,081 BTC for ~$356.9 million at ~$115,829 per bitcoin and has achieved BTC Yield of 25.4% YTD 2025. As of 8/24/2025, hodl 632,457 $BTC acquired for ~$46.50 billion at ~$73,527 per bitcoin. <br/>$310 million from common $MSTR ATM. <br/>$357 million in total.<br/>Nav Prem 1.44<br/><br/> <img src="https://image.nostr.build/3414f8596134a56145c3736eec770c6455e8e07e702413a12bca164f50d61b4f.jpg"> 2025-08-25T13:30:45Z https://nostr.now/nevent1qqsrrpyskcuxspkmvk9xpap4lt6ar6q8wek6kyy8jp9pztddvflv0rczypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyy4g67l2 In reply to <a href='/nevent1qqsvecgd0ffglt26jghxvu7uzv24tnsdfrjz0dsvz4g3zm3pf7xalqcphsq67'>nevent1q…sq67</a><br/>_________________________<br/><br/>Pay close attention and be ready for a potential rug pull. Nationalization is a possibility. It’s been done before with gold. It will be done again. Self custody ₿itcoin is by far the superior way. Using options for leverage on MSTR with 10% of your net worth can be good bet. 2025-08-24T00:45:04Z https://nostr.now/nevent1qqs99v2wxkqaexn9lqrs6qs6h35n8l999gkznhhvywg0ch6nw9c82mczypemjz7aq4z8l9ew5kmlj3muqeku0h72ehycjgftdk7gc70jmthyy60wqgm In reply to <a href='/nevent1qqsq3n4xcqjaaz0gxvhlzmswtuz0nthpd6f97f2zshe82w6aa39kjwspr4mhxue69uhkummnw3ezucnfw33k76twv4ezuum0vd5kzmp06upwdd'>nevent1q…pwdd</a><br/>_________________________<br/><br/>Guided by love and light. Follow your highest passion without any insistence of the outcome. Stay positive no matter what is happening. This is some of the best advice I have ever received and I got it, and understood it early enough in my life to instill it in my kids from day 1, and all now successful students of life in their 20&#39;s. 2025-01-19T17:02:08Z