Soon, Kevin Warsh will be the first pro-Bitcoin Chairman of the Federal Reserve.

Gold’s market cap as a % of US M2 just hit ~170%+. This is an all-time high, matching the Great Depression (1934) and above the 1980 inflation peak. Historically, extremes in this ratio show up around macro stress/dollar regime shifts and often mark turning points (1980

Buckminster Fuller in 1967: "Wealth isn't gold; it's energy. By 2000, there will be a scientific accounting system for wealth—aligned with the laws of physics." A visionary nod to Bitcoin decades before its time.

I updated the AI Architects TIME Person of the Year cover.

This 👇

BuccoCapital Bloke The search for that which cannot be disrupted

"The mind narrates what the nervous system knows. Story follows state." Polyvagal theory and the neurobiology of connection – the fascinating science of rupture, repair, and reciprocity themarginalian.org/2026/02/08/pol…

wealthmoose Yes. It’s all laid out here. buildcanada.com/memos/sovereig…

Nightly email from Daily Chartbook had an interesting chart from @macrocharts showing that there hasn't been any better short-term buy signal the last four months than a big spike in shorts.

Emerging markets putting in a 16 years bottom ? $EEM

The number of bankruptcies fell last quarter. That doesn't fit the narrative we are fed each day, but it is another clue things aren't as bad as they keep telling us.

We have a new report out today, "Bayes and Base Rates: How History Can Guide Our Assessment of the Future." -We place projected sales growth rates of some artificial intelligence (AI) businesses in the context of history. - We review literature on success rates for big projects

I can't stop reading this:

This video feels more important than ever because Bret’s life’s work is about collapsing the gap between an idea in a creators mind and the manifestation of that idea. It’s the beautiful side of AI (sharing on a day when there are plenty of serious concerns on the flip side)

S&P 500 A broadening market is positive. But, leadership is transitioning to an unhealthy place (Energy and Staples). Tech, Comm Services, Financials must get back into gear.

Former Head of Equities Engineering at Citadel on what it’s like working with Ken Griffin

x.com/i/article/2022…

korean autism remains a sight to behold

comfy Yes...even if total buybacks contract, which I do not expect, it is not a deathblow to the bull necessarily

This video by Scott Adams will rewire your brain to never feel lazy again.