gm, I'm pivoting out of crypto. Not a decision, an observation. My life has increasingly been dominated by supporting local, small-time founders, by the dream of reindustrializing the US, and I'm increasingly inspired by those building with atoms rather than bits. Nothing against this industry of quirky nerds, degens, and builders. I owe a lot to crypto (tho I now also owe a lot of $). And it has hit the mass-adoption stage, even if it's not what we all envisioned that moment would be. Stablecoins and tokenization will modernize our financial systems, and that means material good for everyone, not just those with a MM wallet. Plus, there's plenty of people still pursuing the more crypto-native vision: democratizing returns, creating permissionless finance, reforming early capital formation. As Mert says, organizing capital means organizing human potential. I believe we'll still succeed in turbo-charging that. But for about a year now, none of that is why I've gotten out of bed. It was tough to admit. But once you do, you know what you need to do. So, ave Occidental Alchemist. It's a nod to Isaac Newton, who is known for his comments on physics, but wrote more in his commentaries on the Bible. Whose alchemic experiments reformed the British financial system and gave the world the pound sterling (crypto people know the power of currency reform). His greatest achievements, as is so often the case, especially in my life, were all achieved a(o)ccidentally. I've continually chased the edge and missed it: years late to paid ads, just one or two too late to crypto. I felt the wings of the AI edge brush against my fingers. But you don't catch trends by being on time, only by being early. The next frontier lies in atoms. It lies in the basic industries deemed uninvestable for decades but which everyone is now waking up to as being the backbone of the United States: aerospace, manufacturing, shipbuilding, mining, robotics, nuclear, gas power, biotech, space tech. We're now adding drones, batteries, synthetic hydrocarbons, and superintelligence to the American industrial repertoire. That's the wide open plain of the modern frontiersman. The trails west are open, the territory relatively unsettled, and I think it's the way to do the most good for country and the world. I'm excited to share some new projects I'm working on and being more intentional on this platform. People complain, but it's still where the builders are. Finally, a big shout-out to the OGs. Yes, the real treasure is the friends you make along the way. You know who you are, and I'll never forget it. Will still see you in Denver, hopefully! So for me, crypto is dead, but long live crypto. Time now to move the world charts up and to the right.

Industrialists are about to win every election for a generation

In college, the first book we read was "How to Be Free from Bitterness." Small Christian college, figured it was just for personal edification, student unity, etc. As I get older, I see just how political it is. Bitterness is a helluva drug. Imagine calling yourself "The US flag people" and then getting so twisted around that you start waving third-worlder flags and funding the people trying to destroy the people, families, and nation you claim to love. Couldn't be me. Because of a "spiritual hygiene" book I read 17 years ago.

It is time to reshore American API production

The only number you need to track for housing affordability is vacancy rate. A healthy market should be at 5% to balance supply and demand. This is the housing market healing faster than anyone predicted

It is the best of times, it is the worst of times, to be a marketing intern on 𝕏

“Be not afraid of greatness.”

Did everybody have champagne-sipping parents except me? My parents struggled and sacrificed a lot. I know of plenty of others. Generations, like nations and companies, are rightly judged by their leaders. But we should be careful before condemning all of them.

This is a direct result of US elections, btw. Yes, they matter. And not just to us.

We need to build the tooling for automated workshops.

This is why The Game has given us SI. The total societal change Fugitive rightly wants may come in a top-down way. But it WILL come, no matter what, from SI. The Game constantly rebalances. New items appear to defeat new bosses. Attacks that were OP get nerfed. It's not accident that SI comes as society needs a major upgrade. It allows autodidacts, autists, small-time biz people, neuro-divergent entrepreneurs, and perpetual out-group types to disrupt traditional corporations, accelerate personal projects, create new means of production. It rewards high-agency entities at the expense of bureaucratic ones. It's the foundation of a new meritoracy of those who provide the most value at the lowest cost. Like all change, it takes time. And effort. But disaffected young men who are not too blackpilled to build can capture the lion's share of the trillions of new GDP that is about to be created. Those who blackpill around AI, data centers, space travel, etc., don't realize they're creating a self-fulfilling prophecy. Humans tamper with The Game. God will give you what you need to win it. You're an American. The perpetual frontier is your heritage. The nation is your birthright. You've only ever won by building, starting with nothing and overtaking everyone. Are you going to let this time be different?

Many of us predicted this. Pretty easy one to get right. If you didn’t, you need to change your priors. The Golden Age is coming!

You are simply not excited enough for the future