jetx
Mar Supial

New to NOSTR. Currently thinking about: Bitcoin, Energy, Flare mining, Macro/Geopol, AI, NHI, Languages, Learning, God, spirituality and other things.

Public Key

npub1ftnz8tjfdljedgz5w3fx9g3376rya3t59d03xuq8lxzvw02dp4xs7v30a2

NIP-57 Address

plumhorse23@primal.net

Profile Code

nprofile1qqsy4e3r4eyklevk5p28g5nz5gcldpjwc46zkhcnwqrlnpx884xs6ngpzemhxue69uhhyetvv9ujuurjd9kkzmpwdejhgqgkwaehxw309aex2mrp0yhxummnw3ezucnpdejqghdjps

Publishing to

relay.primal.net

relay.nostr.band

Author Public Key

npub1ftnz8tjfdljedgz5w3fx9g3376rya3t59d03xuq8lxzvw02dp4xs7v30a2

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Last Notes

2025-04-04 22:16:48

I bet no one in tradfi noticed this, or is thinking about it…
https://m.primal.net/QEYo.jpg

2025-04-04 19:51:02

Question @LynAlden: is policy to achieve a weaker dollar to incentivize reindustrialization always going to be at odds with policy to increase demand for USTs so that rates stay low?
I feel like the Triffin perma-bid on USTs will always keep rates marginally lower, but if you eliminate it to reshore manufacturing, you now have higher rates. True dilemma or nah?

2025-03-27 04:00:17

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Saylor accidentally getting added to the Pippen-Satoshi chat

2025-03-04 00:55:53

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Awesome man, get some. Good luck!

2025-03-03 17:34:26

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Nice! What power source are you deploying on?

2025-03-03 16:12:59

So what happens if DOGE is smaller than expected, low oil prices are disincentivizing drilling, and deregulation doesn’t change much?
#nevent1q…xlst

2025-03-02 02:25:50

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Any thought to ever make a standalone computer monitor?

2025-03-01 21:01:06

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Nice work! Where are they made and are you selling chips by themselves (for private label use)?

2025-03-01 21:01:06

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Nice work! Where are they made and are you selling chips by themselves (for private label use)?

2025-03-01 21:00:27

Cool to see
#nevent1q…65cf

2025-03-01 21:00:27

Cool to see
#nevent1q…65cf

2025-03-01 20:56:42

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No bc SMS is not private enough.

2025-02-28 19:08:50

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Plato never had kids.

2025-02-28 04:38:42

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I like this GN

2025-02-27 23:57:16

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Sorry about that. Good luck!

2025-02-27 17:44:08

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What do you think are optimal numbers?

2025-02-27 17:44:08

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What do you think are optimal numbers?

2025-02-27 14:10:09

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True comedy.

2025-02-26 21:41:55

Nobody:
Me: Unless there are two walled gardens of investment dollars, the spread between US and Chinese foundation model AI investment valuations will continue to fall, which looks like US down and CN up. Thankfully / hopefully, great CN models open sourced until then.

2025-02-26 21:32:58

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@nprofile…szx8 @nprofile…wl0x fyi random macro thoughts above, if interested. Appreciate your respective works!

2025-02-26 21:24:09

(First nostr post)
Today’s random macro takes:
- natgas: taking under on AI capex buildout, still helpful
- oil: no one excl E&Ps wants price higher, Permian managing to CF, req’s something major (geopol?) breaking for increases
- BTC mid term bull: when USGs will figure out flywheel of up BTC = up Stables = up USG T-bill buying, massive sustained increases.
- BTC mid term bear: need to figure out quantum game plan (if need crystallizes) in next 3-5 b/c transition will take years. Every pro it not breaking but consensus will be hard. Messy but can be solved.
- SBR: base case = nothing more than a token nod. Not required for continued major adoption. Banks and debt monetization biggest movers mid-term.
- Mar a lago accord = base case: no global coordinated USD deval as US lacks req’d global pull. Instead, see ally extortion payments incl maybe “century bonds”.
- NHI Disclosure: base case = more of same. Hope for more. Big if true.
- US economy: base case = stagflation until / unless UST markets, then UST-focused QE (swaps, BTFP) but no airdrop cash. But money is fungible… until then, everyone feels/is poorer and not much excess liquidity.
(Prediction != hope)