👉 Hit play. Think smarter. Laugh harder. Maybe even profit.
The UK government’s tax forecasts continue to lie—fail again. The Office for Budget Responsibility (OBR) predicted £20.7 billion in North Sea oil and gas tax revenue for 2023–24; the real number? A meagre £6.1 billion, barely 30% of expected yields. Meanwhile, digital assets like Bitcoin—small as they are—are quickly outpacing traditional inflation hedges. Forget housing and bonds: the new battleground is governance-aware tokens built into telecom networks. Let's cut through the noise.
1. UK Fiscal Fantasy: North Sea Oil Tax Revenue Falls Flat
The OBR’s 2023–24 forecast of £20.7 billion in UK oil and gas tax revenue was wildly off the mark—actual receipts were only £6.1 billion GOV.UK.
That stunning shortfall underscores a chronic budgeting failure—it's not just oil, it's also nearly every spending line that's way off.
2. Blockchain Telecom: Helium (HNT) Burns to Deflate – and Revalue
Helium’s mobile network is now burning 100% of subscriber revenue into HNT token destruction—a monthly burn rate of $2.3 million BlockworksCoinMarketCap.
Actual usage tells the story: ~$50,000 of Data Credits (DCs) burned daily just for network consumption DuneDune.
With every dollar of usage shrinking HNT supply, scarcity becomes protocol—a compelling case for Helium as infrastructure, not hype.
3. The Great Rotation: Real Assets vs Digital Scarcity
Traditional hedges are fading: real estate, gold, and even S&P 500 returns are constrained. In contrast, crypto assets still account for just 0.2% of global assets, while gold holds 2.2%, real estate 37%.
With an addressable $998 trillion market for inflation-resistant wealth storage, smart capital is beginning to wake up.
4. The “Saylorisation” of Government Debt
Japan is launching its first yen-backed stablecoin (JPYC) pegged 1:1 to the yen and backed by deposits and JGBs. This isn't niche—it's the “Saylorisation” of public debt financing, where crypto mechanics become state financing tools.
5. Only the Infrastructure Tokens Matter
Nutstuff prioritizes emerging blockchain protocols with real revenue, users, and token economics, not surface-level speculation.
Think “Block 7” protocols—those with unit economics mirroring Web 2 businesses. Helium (HNT) is one such play, and it’s under the radar even as usage climbs.
6. Geopolitical Flow and Market Implications
Progress toward Ukraine–Russia peace is real—war is cooling, oil prices are falling, inflation may moderate, and interest rates could follow. That spells opportunity for Nutstuff’s "Russia Proxies & Portfolio Plays for Peace": NBIS (Yandex), Kyiv VEON, Wizz, BASF, RWE, Arcelor, plus Turkish-listed Russian firms like AEFES TI and ENKAI TI.
7. Other Market Themes to Watch
Uranium / Nuclear: Watch for moves ahead of the World Nuclear Symposium (Sept 3–5). Sprott Physical Uranium Trust options trading starts Sept 2. Key tickers: LTBR, UEC, ASPI, BWXT.
Ford (F US): Regulatory relief means Ford can now focus on profitable ICE and trucks—with fewer EV losses. Value turnaround in motion.
Peloton (PTON US): October relaunch with “Peloton Intelligence” aims to recast it as a subscription business with sticky margins (~69%) and low churn (~1.2%).
No Nonsense, Just Common Sense, Stock Ideas & Conclusions
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