The World’s Not Broken — You Just Don’t Have Enough Compute.
Why the Dollar’s Falling, Bitcoin’s Rising, and the ‘Hated’ Market Rally Is About to Blow Up Your Expectations
👉 Read on. Think smarter. Laugh harder. Maybe even profit.
Look, here’s the deal: I don’t believe there are any real problems left in this world. What we’ve got is a chronic shortage of compute power. Seriously. The real bottleneck isn’t capital or ideas—it’s raw computing muscle and energy abundance. Give me that, and watch most of today’s so-called crises melt away like snow on a sunny Wall Street morning.
Take the Ray-Ban META glasses, for example. Not just a fashion statement—these are symbols of tech empowerment. They remind us daily that technology isn’t just convenience; it’s power. And that power is what’s going to rewrite the rules.
If you want to see where the smart money’s headed, you’ve got to check out two videos I swear by: Raoul Pal’s deep dive on liquidity and risk assets—he nails the pulse of the market like a surgeon. Then there’s Rob West, who connects the dots between energy and tech like few others. Both will shake up how you see the macro game.
Here’s a heads-up for the bears: the rally everyone hates? It’s not just coming—it’s inevitable. People love to hate on risk-on assets, but I’m telling you, confidence in these plays is where the juice is. The market’s got a twisted sense of humor, but the outcome is crystal clear.
Now, about the dollar—it’s weakening, and that’s no accident. This isn’t just a currency story; it’s a tectonic shift in global power. East-West dynamics are changing fast, and if you blink, you’ll miss the biggest geopolitical rebalancing since the Cold War.
Bitcoin and tokenisation? Don’t get me started. This isn’t some speculative fad for gamblers. It’s the birth of decentralized infrastructure—a whole new layer of the economy that’s here to stay. This stuff is the backbone, the plumbing of the future, not a flash in the pan.
And finally, watching Labour’s political dance? It’s a classic case of missing the plot. Their trajectory is a mess, and it won’t inspire confidence in the markets. Meanwhile, the oil market is quietly shifting under everyone’s radar—supply dynamics are changing, and if you don’t see it, you’re asleep at the wheel.
So yeah, I’m bullish—on tech, on energy, on Bitcoin, and on a future powered by compute and common sense. You want to play it safe? That’s fine. But I’m backing the inevitable.
✨ Highlights
🔮 Raoul Pal's Macro View: Focuses on progressive currency debasement driving risk-on appetite—especially crypto—as liquidity floods systems. Raoul Pal connects positive liquidity cycles to risk markets like crypto, debunking doom narratives by showing how currency devaluation boosts assets.
🌍 Rob West on Energy Abundance: Advocates compute + cheap solar to green deserts, power AI drones, and transform economies. West calls for a compute- and tech-led energy policy, envisioning AI, DACs, and solar power to enable global-scale solutions like desert greening.
🕶 Rayban META Glasses = Daily Augmented Productivity: I praise this new Rayban META smart glasses for allowing communication and media access hands-free, blending wearables with daily life. Tech optimism is alive and accelerating. compute and abundance solve everything.
📉 Buffett Exit: Marks Buffett’s stepping down as end of American exceptionalism; Berkshire’s 5.5 million% return is jaw-dropping. His crowning achievement? Simply buying and holding Apple.
Image Source: thebusinessmanual-onemega.com 💸 Weak Dollar = EM Strength: Dollar weakness is sparking dramatic EM FX rallies and ending the "carry trade" era. The weakening dollar may usher in a new era of East-West rebalancing, ending the US’s role as consumer of last resort.
🔥 Digital Assets Insight: Bullish on Bitcoin, with even BlackRock recommending 2% allocation; tokens seen as utility assets, not speculation. It implies $18T in market cap if global adoption follows— Nutstuff sees this as a foundational digital reserve asset.
🛢️ Oil Market Strategy: OPEC increasing production to crush US shale; We leans into offshore oil plays and UK energy names.
🇪🇺Energy Deficit in Europe = Reversing Self-Sufficiency: Europe went from 65% energy self-sufficiency in 1990 to 40% today, while also attempting AI-powered expansion—We sees this as short-sighted.
Image Source: Leestat | Istock
🌐 AI + Decentralisation: Tokenisation and decentralised infra (like Helium) are structurally transforming digital economies. Tokens are now powering compute, mapping, storage and data transfer. As supply is constrained and demand rises, a structural lift is inevitable.
🧾 Political Jab at Labour: Criticises Labour as a middle-class project, disconnected from the working class. It’s no longer the party of workers—it’s become a polished, middle-class project serving metro elites and institutional interests. The working class? Barely an afterthought.
No Nonsense, Just Common Sense, Stock Ideas & Conclusions
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