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Europe
For 20 years they called it democracy promotion. Once USAID ended, six governments fell and we learned what was actually being promoted... what was the money buying?
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This is the mildest Bitcoin crash in history and the timeline is acting like it's the apocalypse. 2011 holders ate a 93% loss. You're down 53% and writing your goodbye posts. The people panicking now never survived a real one.
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You're being sold a $2.5 trillion space economy. Almost none of it is space. The chart projects the sector nearly tripling by 2035. Then look at where the money actually sits. - Supply chain and transportation: $566B - Food and beverage logistics: $459B - Retail and consumer goods: $234B That's not rockets. That's trucking, groceries, and Walmart. The line literally labeled "Space"? $92B... the smallest slice on the whole chart. McKinsey wrote the underlying report, and their own framing gives it away. The rockets and satellites are the slow half. The trillions come from "reach." Industries that already exist, quietly relabeled as space the moment a satellite touches their data. So the great space boom is mostly Uber having GPS. Your grocer tracking a truck. An insurer pricing a flood from orbit. Real businesses. Just not new ones, and not space. Now read the fine print. This wasn't published by NASA. It was published by a firm that sells the funds, and the footnote says investors aligned with these sectors are positioned to capture value. When the fastest growing part of the space economy is the part that never leaves the ground, you're not buying the future. You're buying a word someone needs you to believe in.
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馃挜 JUST IN: 82% of all Bitcoin now sits frozen in long term wallets, a record high.
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馃嚢馃嚪 2009: the won collapses in a global financial crisis. 馃嚢馃嚪 2026: same level, no crisis, exports booming, AI super-cycle roaring. Identical price, opposite world. What actually broke?
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Ozempic was supposed to make people eat less. Instead it doubled the price of your protein powder. GLP-1 burns muscle, so 40 million Americans now need whey to hold their gains. Isolate up 139% in two years 鈽狅笍
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Honest question. Is quantum the next AI or the next 3D printing? IonQ grew revenue 755% and still lost $97M in one quarter. Real demand, or the most expensive science fair on the Nasdaq?
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Rand Group retweeted
馃嚭馃嚫 Anduril: The Company Rewriting The Entire Defense Industry While everyone's distracted by SpaceX, the real disruption in defense is happening at Anduril Industries. The company just closed a $5B Series H round at a $61B valuation, doubling from $30.5B in just 9 months. Revenue went from $1B in 2024 to $2.1B in 2025 (+110% YoY), and they're projecting $4.3B in 2026. In March 2026, the US Army awarded them a 10 year enterprise contract with a $20B ceiling, consolidating over 120 separate procurement actions into one framework. That kind of contract structure was historically reserved for Lockheed and Raytheon. Anduril just took a seat at the table the legacy primes have controlled for decades. 鈿狅笍 Key Drivers - Anduril's moat is software native architecture. Their Lattice OS platform fuses sensor data, AI targeting, and autonomous coordination across all domains. Legacy contractors built hardware first, software second. Anduril flipped the model, - The Pentagon is pivoting to "intelligent mass": thousands of cheap autonomous systems instead of a few expensive platforms. Anduril's product stack maps perfectly to this doctrine. Lockheed's F-35 doesn't, - Arsenal-1 in Ohio is a $1B, 5 million sq ft autonomous weapons factory designed to produce tens of thousands of drones per year. The Fury combat drone is already in production with Roadrunner, Barracuda, and classified programs to follow, - International expansion is accelerating fast. Edge Group partnership (UAE), Rheinmetall (Europe), Dutch Ministry of Defence contracts, plus participation in the US "Golden Dome" missile defense system, 馃搱 TLDR: Anduril is doing to defense what Tesla did to automotive and SpaceX did to space launch. The legacy primes are 60 year old contractors trying to compete with a software first, AI native, vertically integrated machine. When this company goes public, it's going to be the most anticipated defense IPO in modern history.
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Anthropic pirated 7 million books, got caught, and settled for $3,000 each. That's less than they raised before lunch. The $1.5B bought Anthropic exactly one thing: amnesty for old piracy. No license, no future rights.
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skin in the game
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72% of humanity has never touched AI. Every "everyone uses this now" take is someone describing their group chat and calling it the world.
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Rand Group retweeted
GM guys! Have an amazing Sunday 馃憣
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just why 馃槶
Arthur Bouffard
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What's the current stage of Bitcoin on the Adoption Cycle?
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sooner than you think
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Corporate 9-5 jobs: Year 1 = 馃挼 Year 2 = 馃挼馃挼 Year 3 = 馃挼馃挼馃挼 Year 4 = 馃挼馃挼馃挼馃挼 Year 5 = 馃挼馃挼馃挼馃挼馃挼 Vs. Crypto year 1 = year 2 = 馃挼馃挼馃挼馃挼馃挼 year 3 = year 4 = 馃挼 year 5 = 馃挼馃挼馃挼馃挼馃挼馃挼馃挼馃挼馃挼
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Within two years 'written by a human' is a premium label, like organic stamped on a cereal box. You'll pay extra to read something a person actually bled over. Would you pay it?
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after all the hype I've finally installed Claude and gotta say it's awesome 馃憣
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