🤯! Love this slide. Talk about undervalued.

Balaji makes some interesting points on the divide in the west... It’s not just Red vs. Blue It’s: Red vs. China (lost manufacturing, even military parts) Blue vs. Internet (lost media, lost money control) Now Blue is becoming more like China... central planning, censorship,

Gen Z is only fucked if they don’t ride the next 40-year wave, which is the bitcoin monetization wave. And, fortunately for them, it will enable them to win bigger than the boomers did.

Zoomer Just look at $BTC's historical CAGR The last 10 years ∼ 80% The last 5 years ∼ 60% And in the last year it's up 80% Even if the CAGR drops to 30% for the next decade, you 10x your investment. That's $1.2m/BTC in less than 10 years Real estate likely won't get to $10m

The greatest scam in history... The creation of the Federal Reserve:

Soon, we will no longer be building #offices, just #AI #datacenters.

Canada is in recession. Canada lost 40.8K jobs in July, below all estimates. Youth unemployment rate reached its highest level since 2010, per Statcan. Between this and a 90% chance of Fed cuts in September, I'd say there's clear runway for more cuts in Canada now.

2 of the 6 companies are competing against AI: Salesforce & Adobe AI creates software on demand It's becoming almost impossible for these niche software companies to protect their moat Who needs Adobe anymore? Everyone's using ai tools Google can now do everything DocuSign

Bitcoin is $120,000 and no one cares. Most people dropped their kids off to school today, went to work, doomscrolled, ate a bagel and drank 2 coffees and a Red Bull. They paid no attention to BTC. People in crypto are chasing memecoins and ETH Treasury companies. We are so early!

$MSTR balance sheet goes from $500M to $77B in 5 years. TradFi brain: “The mNAV premium is unjustified, must short it” Logical responses / questions: “How in TF did they accumulate $76.5B in 5 years…?” “This is the fastest and strongest growing company on the planet” “If

Gen Z is the first generation entering a job market where they’re competing with AI, and losing. As AI eats white-collar work and pushes labour costs toward zero, the future of work is changing fast. These productivity advancements are insane. I find it both exciting and damn

this is all of us on the last $MSTR call

Made a Substack to share my long-form thoughts easier Subscribe for random zoomer thoughts: substack.com/@aidankaradza

Turning real estate into UTXOs 🤤

#bitcoin is going to infect the reserves of stablecoins market until fiat is dead A thread on the next 10 years (1/n)

UPDATE 🚨: Canada is at it again ... the latest M2 Money Supply data from Stats Canada is out and it ain't pretty. Canada hit another all-time high in M2 at 2.715 Trillion. The debasement of Canadian dollars continues at 8.48% CAGR from 1968 to today. Party on Canada (or print

Wild

Fiat is so fragile and manipulated that some old dude can mutter 15 words and markets around the world whip-saw to the tune of trillions of dollars in a matter of minutes. Humans have built their entire exchange of energy between each other on this scheme of a system. Decades

From Jan to April this year, 🇨🇦 issued: 194,000 new study permits, 491,400 work permits, & 132,100 new permanent residents (817k total) 54,000 people applied for 5,000 CNE jobs And youth unemployment (15–24) is at its highest since 2010 Gen Z can’t get starter jobs, older