2026-01-14T14:07:54Z https://nostr.now prc30 https://nostr.now/npub1yy3uc7y85faxy5cwq8f574yda3j9457p7r9h2ymlkwlx6lp8f4vsy4kawc https://nostr.build/i/nostr.build_fde0e9416aa1c911254317decdaa7f6f521fece1efbf395696887a394ed2b759.jpeg https://nostr.build/i/nostr.build_fde0e9416aa1c911254317decdaa7f6f521fece1efbf395696887a394ed2b759.jpeg https://nostr.now/nevent1qqsweanfpatk4kulanh5re48yj4pwzen6e8ewadsxd6zelscngxqxjqzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jee3qlu In reply to <a href='/nevent1qqsta30a5d48mh6t9e8wutjurcw0q38nah8n9a78z0kxg8ycpzcma9cfpk40f'>nevent1q…k40f</a><br/>_________________________<br/><br/>Not sure what you mean here. Can you help me better understand your question. 2026-10-28T02:39:50Z https://nostr.now/nevent1qqsdc8vjpws3p96gze7g9lgjhsequxvstlljyp4as7duw22l6ly7hwqzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jd639s3 In reply to <a href='/nevent1qqs8nlp4yptew08eny9k9y68a9que9kd9clwyyy6e4755ksnsw6ywsqtpzjph'>nevent1q…zjph</a><br/>_________________________<br/><br/>I am in complete agreement with this assessment. Xi came to power having seen first hand how insipid corruption had become and to the point that it threatened the fate of the Party. There has been an ebbing and flowing civil war within the Party for a decade now. Too many party officials had their “alternative income streams” cut off. That’s been the incentive driving so much of the conflict throughout Beijing. 2026-10-28T01:28:36Z https://nostr.now/nevent1qqsrlfkcp5njj8lsl85nxyhskndkeujzm85tkdk7rrcyksr45vxlsmqzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jp7yqvv Seems that the Wikileak cables addressing Xi Jinping are making the rounds again. Figured I’d share some highlights here. <br/><br/>Xi doesn’t fall asleep with Mao’s Little Red Book or Marx’s “Manifesto”. <br/><br/>His choice is almost certainly Machiavelli’s “The Price”. <br/> <img src="https://blossom.primal.net/3ace169abcff712f6ebebbf9aed1b0e2337295dec4c2de8c9b75e3d7cebc8c19.jpg"> 2026-10-28T00:31:38Z https://nostr.now/nevent1qqst3k5vwp64jwjtstvqg6wkyn79ay9juta5u9lqfmt3y9hd8pw927czyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jj7uq89 Not sure if you are following this development, but the screen issue on the new Apple Duo has consumed all of China. <br/><br/>Apple has officially said it is nothing more than a small sample of defective units. It certainly doesn’t look that way from what I’m seeing. <br/><br/>It is never the crime that gets you in trouble. It’s always the coverup. Expect this story to explode in the next couple of days on American business media. <br/><br/><video controls width="100%" class="max-h-[90vh] bg-neutral-300 dark:bg-zinc-700"><source src="https://blossom.primal.net/68917d456caf946e2195b3ba92d90cad4b8cdb778f4b0643b9ef776b6c079ede.mp4"></video> 2026-10-27T06:55:11Z https://nostr.now/nevent1qqs2amdvaqzrjntq5fa5g29wpmf4pxz79x6sgpl2gl3n040he7shz8czyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jpw8lcd What’s going on good people? Been far too long. It’s been a rather manic few months on my end with all things “China”. 2026-10-26T02:59:00Z https://nostr.now/nevent1qqs8whm0vhqylcxsjxkz0fkxcl0tjl4cu0gjrhxfx8dfdcjth9jv93szyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jmf6ees Starting to see some commentary centered on Chinese open source models “used by criminals” as an argument for restricting access. <br/><br/>Now where have I heard that argument before? 2026-07-22T02:26:25Z https://nostr.now/nevent1qqsgf32z7s6cdhhtnewn7t057mhwehnqmmwqvgkxrgtnf3mq6dgn7hszyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4j535amq Happy 250th all from Shanghai. Only flag that officially flies here. <br/><br/> <img src="https://blossom.primal.net/45325ed6eff9fc5ffac82849ab8a3d23c254c1d5ad9fa5ab2988f3f5f11c900e.jpg"> 2026-07-04T05:46:46Z https://nostr.now/nevent1qqsgdhx8dcyjumjqwtw2cafk2mnjaj28n4eyx5kgqgw6psjdnuszrmgzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4j874j97 IYKYK<br/><br/> <img src="https://blossom.primal.net/acb59d49ea54cfc7177c72ceeabb018da931f0f4adc20c31021f0c4b5c75ac5a.jpg"> 2026-07-03T11:49:16Z https://nostr.now/nevent1qqsz5ky9dsl70w28cucey0dkjauk3wx8ug095umhm2luxx5l3zhp0dqzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4j44a3kk Gold accumulation funds are gaining traction here in Shanghai. Had a unique conversation over dinner on the weekend. Topic came up and I asked about taking physical ownership. <br/><br/>Many there said you could do so. I asked if anyone had tried to get the gold from the bank. No one had tried. <br/><br/>The next day (a Sunday I might add) several of those people went to the bank and took delivery. Then sent me the pic below on WeChat. A 10 grab bar with certification. <br/><br/><br/> <img src="https://blossom.primal.net/7a9a7e99bc08bfeaf436b1fae6bfcd128f963cfd2e99d41e75fad1861b3398ba.jpg"> 2026-06-29T03:42:13Z https://nostr.now/nevent1qqsyxe2yuq3mjgmy0up8eqlhvr7k7xxe4tgptpgscxxn4y22el8x3fqzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4js5dux2 To maintain the conviction of one’s beliefs, no matter the intensity of external pressure applied, I find isn’t present in much of the world today. 2026-06-27T13:44:02Z https://nostr.now/nevent1qqs0xsgj7dgdcjqyzqsfxwztd6lst2dzyk3xv5hfh0yxfzecknrrgqczyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jp5gzgr Should be interesting to watch how this unfolds. Not yet deployed across the entire WeChat platform. <br/><br/><a href="https://www.investing.com/news/stock-market-news/tencent-begins-testing-ai-assistant-for-wechat-users-in-china-4751738">https://www.investing.com/news/stock-market-news/tencent-begins-testing-ai-assistant-for-wechat-users-in-china-4751738</a><br/> 2026-06-22T06:56:46Z https://nostr.now/nevent1qqsy2lh772h8dldualm5nz8yaw5edel0trjm6qt3f9mu8zpzxzhl5tszyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jyv43s9 Random pic while walking around Shanghai today. <br/><br/> <img src="https://blossom.primal.net/a57b073c7ac8ffedccc260f5cd6417769272f8f21cc9177d54f83b6001eefacf.jpg"> 2026-06-21T12:16:07Z https://nostr.now/nevent1qqsrn70rx4jzphzdj58mha62f63s82kcz5sfzh6fyvgehv4vq3w7ptszyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jdgnqcg Happy Dragon Boat Festival to all who celebrate. <br/><br/>Late lunch and fun fact. <br/><br/>Been coming here for years. Six months ago they started including English to the menu. <br/><br/> <img src="https://blossom.primal.net/0665894c54035e316fb25b676485a1df534801dfdbffc40d57366094531c6cf6.jpg"> 2026-06-19T09:44:01Z https://nostr.now/nevent1qqsgr0aj8ru5pxcflynx0hfmsdelakxah3ynlf97zdrzrkfcsvjnqmszyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4j80d6vt Was extremely confident that Beijing was playing a leading role in the US/Iran process ever since Islamabad was anointed as intermediary. This MOU demonstrates just how heavy a hand Beijing has played in the process and, critically, the structure of the outcome.<br/><br/>Here <br/><br/>2 — The United States of America and the Islamic Republic of Iran undertake to respect each other&#39;s sovereignty and territorial integrity, and to refrain from interfering in each other&#39;s internal affairs.<br/><br/>And here <br/><br/>14 — The final deal will be endorsed by a binding UNSC resolution 2026-06-18T01:06:36Z https://nostr.now/nevent1qqstyxuyhq5mvsn9jhzejsd3fxpmul2ju27wlwslula4nde8cy07w9czyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jk845wm Anthropic is Dependent on China. <br/><br/>So, am trying something new here. Rather than a long winded “China Morning Missive” thought I’d convert it all into a short video. This is my first attempt. <br/><br/>Feedback, no matter how brutal, is not just welcome but desired. <br/> 2026-06-15T11:59:53Z https://nostr.now/nevent1qqs05yxxewrjm8963jyqztsmgnapel8dx6qj6jqdg736c3lqrxcnaqczyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jpqwghl In reply to <a href='/nevent1qqsxc0jt20xj69rz8l0cczs3puek637pmp700a0emug7xv8p8e7s5tgpzemhxue69uhky6t5vdhkjmn9wgh8xmmrd9skcfexs5t'>nevent1q…xs5t</a><br/>_________________________<br/><br/>You mean what happens to all those skilled Chinese nationals working for Anthropic and OpenAI? There’ll be a mass exodus of talent back to China. 2026-06-13T06:15:26Z https://nostr.now/nevent1qqstj4uxu84uqf4eds29a4c0c4vtcmsucg7y77yp0u5heqkj84llg2czyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jgenkdr So on the topic of Fable 5, what happens to all the in-house Chinese engineers working that essentially built the Anthropic and OpenAI models?<br/><br/>Logic based on the government directive would mean none of those individuals would be permitted to any further work. <br/><br/><br/><br/> 2026-06-13T05:49:52Z https://nostr.now/nevent1qqs9r8mlwmqc87l65kfjqpfrnygr28ujnjtql98h0eh7hf8cqtqglqqzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4j5p3chn This never gets old. <br/><br/>Have a great weekend all. <br/><video controls width="100%" class="max-h-[90vh] bg-neutral-300 dark:bg-zinc-700"><source src="https://blossom.primal.net/d48dc10e8eebee2d4287d78bcab4437246d6165bd119e09329f08ef5d0dd6c6c.mov"></video> 2026-06-12T16:07:34Z https://nostr.now/nevent1qqs2dt2y0wyyte78th6dfm06jdlsa8ka0rh486ncuq6azd7jzkp3hfgzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jefay82 Did another long form interview last week. All things China. Covered a ton of ground and covered mostly issues that aren’t being discussed virtually anywhere else, at least that I can find.<br/><br/><a href="https://youtu.be/es1JSeTDQaE?si=FOAJmqX6FRxORU3T">https://youtu.be/es1JSeTDQaE?si=FOAJmqX6FRxORU3T</a><br/> 2026-06-01T01:00:50Z https://nostr.now/nevent1qqsg9h49z8fjphfuj5cg5qr5lqay0dqryrgpsg5mz5pfg74gr4lvqdszyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jp0v0uf CNBC interview clip from this morning here for those interested. <br/><br/>“Peter Alexander of Z-Ben Advisors discusses reports of the Shanghai Futures Exchange planning for an AI token futures market. He said it is about “burying the U.S. in electricity”. Highlighting China’s massive surge in token usage, Alexander argues that while the U.S. focuses on compute constraints, China is leveraging its vast electrical grid to scale adoption.”<br/><br/><br/><video controls width="100%" class="max-h-[90vh] bg-neutral-300 dark:bg-zinc-700"><source src="https://blossom.primal.net/46a6dc6062ba7bea4491402ff15287486a237061094d65e817665621f63f15b3.mov"></video> 2026-05-29T07:21:49Z https://nostr.now/nevent1qqs8pm9g35nz5xqqq0ra7p6v6dm4a03j5wyw4lzjnn82e2wf2zn7qqgzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4juxhfy0 Here’s an odd thought. <br/><br/>What percentage of all these macro geo strategy folks were even born before the fall of the Berlin Wall?<br/><br/>Not that they aren’t entitled to their opinion, just, well, the lived experience of the world in the 1980s does provide for an entirely unique lens on current events. <br/><br/>Anyway, back to my scotch. 2026-05-25T12:06:49Z https://nostr.now/nevent1qqsqjj27pa3gqa29uwzy6z5es3uw9mz40euqwnqkjuthltv84ynhamczyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jslm3x9 In reply to <a href='/nevent1qqs0rcdet4x68j5hltfqme27kww87a0wv8245fxldyh80cqnual4uncpydmhxue69uhhyetvv9ujuurjd9kkzmpwdejhgtmnd9jhyunp945hvmmj0yjhkvlr'>nevent1q…kvlr</a><br/>_________________________<br/><br/>That is correct. The state owns all of the land in China. 2026-05-23T13:32:15Z https://nostr.now/nevent1qqstfuq33vh2ckfah65l8x4nf7227uqnkkjqepmffgwhg4de3xs25qgzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4juatdhc Started raining. Parked our bikes for a classic’s Shanghainese (late) lunch. <br/><br/> <img src="https://blossom.primal.net/86ecbbbe5fd61172851eee29a6aab52896136d95d41274187ef18f7e42077304.jpg"> 2026-05-23T08:21:17Z https://nostr.now/nevent1qqs0xn86rwyuefpf3rnf6nry7g9lujak7pfl7vs9wp57fja3h87vjfczyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4j5ua3ga In reply to <a href='/nevent1qqsx9v0wp7nhs3p4wtmq5vmqnnganzqhy33ssw6anf3ydukj8luetcgprpmhxue69uhhyetvv9ujuurjd9kkzmpwdejhgteqlhpq5u'>nevent1q…pq5u</a><br/>_________________________<br/><br/>More evidence that the Chinese people I speak with are correct when they laugh anytime an American says “but we have freedom and aren’t surveilled by the government”. 2026-05-22T02:57:30Z https://nostr.now/nevent1qqsdjlekl8t08ef8y4wcazs88xqet2kceyywsn0gl8dwzh4pk0tdlvqzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jwncp5u It was bound to happen. After being ignored for the better part of a decade, the business media has finally “discovered” China’s alternative to SWIFT. <br/><br/>Not a replacement. An alternative and one that operates completely outside the prying eyes of the New York correspondent bank network. <br/><br/>Highly recommend reading this article which, I should add, is actually from the Financial Times. <br/><br/><a href="https://www.dimsumdaily.hk/renminbi-use-surges-as-iran-war-boosts-cips-yuan-nears-three%E2%80%91year-high/">https://www.dimsumdaily.hk/renminbi-use-surges-as-iran-war-boosts-cips-yuan-nears-three%E2%80%91year-high/</a><br/> 2026-05-21T11:00:54Z https://nostr.now/nevent1qqsfl69z4ua5qplzeeku50g28axq2qf7gew5a3uwknf3hre52q7v5vgzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jlgyw0k Also, the Fed Chair is currently vacant for all intents and purposes. Kevin Warsh doesn’t get behind the desk until next Monday. <blockquote class="border-l-05rem border-l-strongpink border-solid"><div class="-ml-4 bg-gradient-to-r from-gray-100 dark:from-zinc-800 to-transparent mr-0 mt-0 mb-4 pl-4 pr-2 py-2">quoting <br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Article"><a itemprop="url" href="/nevent1qqsvs33wzfxk094hufgmgwxxlala59cmajnapkz2ahkw7gjg8st7g2cq4k6dq" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1">nevent1q…k6dq</a></span> </div> Can you even imagine if the American bond market blew up while Trump was in China. Oh the irony. </blockquote> 2026-05-13T14:30:16Z https://nostr.now/nevent1qqsvs33wzfxk094hufgmgwxxlala59cmajnapkz2ahkw7gjg8st7g2czyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4jqsrq08 Can you even imagine if the American bond market blew up while Trump was in China. Oh the irony. 2026-05-13T13:11:52Z https://nostr.now/nevent1qqsxya3tks2myts495pw3lv54ddppfv4xpxkzky36s22pxc06fz7u3qzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4j5hue2p In reply to <a href='/nevent1qqszxnwfm8nptp78uxfe8msd7692vh6xwgktwllwyt3r0eu2v87ynfspz4mhxue69uhkummnw3ez6un9d3shjtnpwpcq04lcwd'>nevent1q…lcwd</a><br/>_________________________<br/><br/>And hello back. It tends to be quiet around here this time of day. But you are noticed!! 2025-01-19T08:37:12Z https://nostr.now/nevent1qqsqejg4yu42exhxs9yuhllaqlf7q6vvxfp63f5zyn6wy4npaupqzmgzyqsj8nrcs7385cjnpcqaxn653hkxgkknc8cvkagn07emumtuyax4j3jzvnd Trump and Xi talk and now we have the Supreme Court making its decision. <br/><br/>TikTok is now in play for the weekend. Should be hysterical to watch play out. <br/><br/><br/> <img src="https://m.primal.net/NlBT.jpg"> 2025-01-17T15:26:31Z