
Architecture and city planning at https://teapawt.org/t.co/YWEZ7JDrvP. Research at https://teapawt.org/t.co/q2Ti8afyWK. #Bitcoin
New York, New York
Joined December 2011
- Tweets8.7K
- Following767
- Followers2.3K
- Likes1.1K
Pinned Tweet
Verifying my account on #nostr
My Public Key: npub1l257d6kv5adt9n2d7k20mdwzgfsj9xzm0dkawvtzr5y0xmzzvg8s0x2s5p
Find others at nostr.directory @nostrdirectory #nostr
Paul Knight π π π retweeted
Iβve heard the horror stories, Carol.
Paul Knight π π π retweeted
Mike Rowe: βWeβve been telling kids for 15 years to learn to code.β
βWell, AI is coming for the coders.β
βItβs not coming for the welders, the plumbers, the steamfitters, the pipefitters, the HVAC, or the electricians.β
βIn Aspen, I sat and listened to Larry Fink say we need 500,000 electricians in the next couple of yearsβnot hyperbole.β
βThe BlueForge Alliance, who oversees our maritime industrial baseβthatβs 15,000 individual companies who are collectively charged with building and delivering nuclear-powered subs to the Navy β¦ calls and says, weβre having a hell of a time finding tradespeople. Can you help?β
βI said, I donβt know, man β¦ how many do you need? He says, 140,000.β
βThese are our submarines. Things go hypersonic, a little sideways with China, Taiwan, our aircraft carriers are no longer the point of the spear. Theyβre vulnerable.β
βOur submarines matter, and these guys have a pinch point because they canβt find welders and electricians to get them built.β
βThe automotive industry needs 80,000 collision repair and technicians.β
βEnergy, I donβt even know what the number is, I hear 300,000, I hear 500,000.β
βThere is a clear and present freakout going on right now. Iβve heard from six governors in the last six months. Iβve heard from the heads of major companies.β
@mikeroweworks
Paul Knight π π π retweeted
The median household income necessary to purchase the median priced home for sale in the US ($123k) is now 56% higher than the current median household income ($79k). This is the most unaffordable housing market in history.
Video: youtube.com/watch?v=gBhDKFKSβ¦
Whenever I send a bitcoin transaction it feels like digital sorcery. Signing with a hardware device renders otherwise abstract mathematics into something tangible, like touching cryptography. I imagine this is what it felt like when we first βcapturedβ electricity.
Paul Knight π π π retweeted
This CNU Legacy Project proposes a network of trails and expanded sidewalks to better connect a small village, making it more livable. Connecting With Hope is for Hope Village in RI, with Historical Concepts as the lead.
cnu.org/publicsquare/2025/06β¦
This @StrongTowns @clmarohn article jives with my Theory of Optimal Government Involvement in City Planning.
strongtowns.org/journal/2025β¦
Top-down planning is best reserved for the bottom layers of the permanence stack (the things that will outlast us): streets, lots, blocks, etc.
Paul Knight π π π retweeted
This is why I never invest in an index fund. I place deeply researched strategic bets on a very few selected companies (right now mostly $TSLA, $GLXY, $MSTR) with the potential to at least 10X in 5 years. Much more volatile of course, but you need volatility to get 10x returns.
Kagi: the search engine you didn't realize you needed.
A review and recommendation: aleph.press/ffac1c
cc @KagiHQ
Paul Knight π π π retweeted
U.S. home ownership affordability remains at basically the worst level in history. Prices and rates are both too high.
Prices are the real issue, as affordability was at 14yr lows when the Fed began hiking (red arrow = March 2022).
The only true solution is a reversion of prices relative to incomes. Boosting wages will just boost prices. Slashing rates will do the same. The release valve must come from SUPPLY.
The $VIX closed above 50 today which is in the top 1% of historical readings.
What has happened in the past following closes above 50?
S&P 500 gains over the next 1, 2, 3, 4, 5 years every time with above-average returns overall.
$VIX $SPX
bilello.blog/newsletter
Paul Knight π π π retweeted
Returns Since Liberation Day:
π’ BTC: +2.2%
π΄ Gold: -2.9%
π΄ SPY: -10.5%
π΄ QQQ: -11.2%
Magnificent Seven:
π΄ MSFT: -5.8%
π΄ GOOGL: -7.3%
π΄ AMZN: -12.8%
π΄ META: -13.6%
π΄ NVDA: -14.6%
π΄ TSLA: -15.3%
π΄ AAPL: -15.9%
NOW PLAYING: My 45-min webinar on the architecture and geometries of Edwin Lutyens
β@lutyensamerica Lutyens Traveling Fellowship
youtu.be/8pGuZYQ3vsQ?si=yQYuβ¦
Paul Knight π π π retweeted
The median household income necessary to purchase the median priced home for sale in the US ($124k) is now 57% higher than the current median household income ($79k). This is the most unaffordable housing market in history.
Video: youtube.com/watch?v=gBhDKFKSβ¦
Paul Knight π π π retweeted
Late stage fiat signs.
DoorDash, $DASH, and Klarna have signed a deal where customers can choose to pay for food deliveries in interest-free installments
Paul Knight π π π retweeted
We now simultaneously have some very online people who actually understand software and (def still way more) people who literally know nothing about and never touch computers running the world
Great @theallinpod interview with @SecScottBessent
youtube.com/watch?v=lSma9suyβ¦
Bring @StrongTowns @clmarohn @dpherriges on to discuss the HOUSING TRAP


























