Thierry Laduguie retweeted
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
Thierry Laduguie retweeted
If you want to buy a £1m house instead of renting one consider this first:
£1m house. (One house, UK)
Stamp duty £43,750, gone to HMRC.
£250k down (not invested and earning)
£294k before you move in.
You borrow £750k at 5.63%.
£4,664 a month.
Over 25 years you give the bank £1.4m.
£650k of that is interest.
Year one, only £14k loan repayment.
If you rented the same house, it would cost about £3k a month.
Leave the £294k at a very low risk 4.5% investment portfolio and it returns £13k a year. You could make double that if you’re good.
I owned five properties, I now own two and it’ll soon be zero.
Rent4Life.
Thierry Laduguie retweeted
10 year Treasury 4.7%+
20 year Treasury 5.2%+
30 year Treasury nearly 5.2%
The Japanese Yen is nearly 164.
The world is selling off American debt. Noone wants it. Trillions worth of debt has to be rolled over as well, and current yields are not attracting buyers.
The USA is on the verge of a debt doom loop, where higher rates cause money printing and yield curve control, which causes inflation and real rates to remain negative even while rates rise.
This is stagflation, and the most powerful assets to own are #gold and #silver.
Thierry Laduguie retweeted
Just heard during a financial television interview on equity investing: “ANY pullback is an opportunity to buy.”
This echoes quite a broad market belief -- conditioned by years of policy puts and outcomes-- that has increasingly ensured market corrections are remarkably limited in both magnitude and duration.
Yet the deeper this belief is embedded in the system, the greater the risk of unsettling volatility in the event of a serious challenge, whether from fundamentals, technicals, valuations, or all three.
#markets #investing #investors
Thierry Laduguie retweeted
Replying to @KurtSchlichter
Right then.
Let me explain something very slowly, because it appears some basic logic has gone missing somewhere over the Atlantic.
No serious nation in the history of warfare has spent fourteen months insulting its allies, threatening to annex their territory, siding with their common enemy, and then knocked on their door expecting them to come running to rescue a catastrophe of its own making. That is not how alliances work. That is not how anything works.
You abused the UK. You threatened Canada. You tried to grab Greenland. You called the EU an adversary. You praised Putin, the one man every serious NATO ally has spent decades preparing to fight. You hosted Kremlin officials in the Capitol. You undermined European elections. You abandoned Ukraine. You imposed tariffs on your closest partners. You did all of this loudly, proudly, and on camera.
And now you are surprised that nobody is returning your calls.
Here is a question worth sitting with. Why do you think that is? Is it possible, just possible, that when you treat your allies like enemies for over a year while cuddling up to their actual enemy, those allies might update their opinion of you? Is that concept too complicated? Does that require more working memory than is currently available?
You did not plan this war with your allies. You did not consult them. You did not build a coalition. You started a conflict, watched it go sideways, and then got on your knees asking for help from people you spent fourteen months calling weak, corrupt and irrelevant.
NATO is not what it was. Not because Europe changed. Because Washington made crystal clear which side it is on. And it is not ours.
You want European boots on the ground? Start by explaining why America is more aligned with Moscow than with Brussels. Take your time. We will wait.
Gandalv / @Microinteracti1
Thierry Laduguie retweeted
My fellow Europeans I urge all of you and our leader to buy from this moment forward exclusively European made weapons STOP buying US weapons time to give our money to our companies! @KubiliusA @vonderleyen @EmmanuelMacron @bundeskanzler @donaldtusk @SwedishPM @Keir_Starmer
Thierry Laduguie retweeted
As a European, I am not afraid that the USA will leave NATO. We already know that they do not have good intentions to Europe and that we, therefore, have to build our defence to be able to fight without the Americans. We are well on our way and it will happen a lot faster if the USA leaves NATO officially.
Russia is too weak and small to be a long term threat to Europe. They simple can not match what we can produce. As long as we keep Ukraine from falling, Russia is also not a threat to us in the short term.
So if the USA leaves NATO, it is simple for us: Keep Ukraine from falling at all costs and build up European defence and weapon production as fast as humanly possible. We can and we will do that and Europe will be absolutely fine and safe.
Thierry Laduguie retweeted
Transcript
What if I told you the US government has absolutely no intention of ever paying back its 38 trillion dollars in debt? Not a single cent. In fact, what if I told you they have a secret quiet plan to make it all simply disappear and they're not going to use tax hikes or budget cuts.
They're going to use two tools you'd never expect.
The plan is not to sell the gold at the market price.
The plan is to reset the entire system and create a new price. This has happened before. In 1933, President Franklin D. Roosevelt signed Executive Order 6102.
This order made it illegal for any American citizen to own gold. You were forced, under penalty of 10 years in prison, to turn in all your gold coins and bullion to the government. They paid you $2,067 per ounce in paper dollars.
Then, after the government had collected all the gold, FDR signed the Gold Reserve Act of 1934. And with the stroke of a pen, he repriced gold to $30 an ounce. In one day, he devalued the U.S. dollar by nearly 60%.
He stole 60% of the savings of anyone holding paper money and transferred that wealth directly to the government's balance sheet. It was the biggest heist in American history. And it was 100% legal.
Now, imagine they do it again. Imagine the crisis hits. The debt market is collapsing.
Inflation is at 20%. Nobody wants the dollar. The president goes on TV.
My fellow Americans, our financial system is in crisis. To restore faith and stability, I am today signing an Executive Order to back the United States dollar with our gold reserves. We must have sound money.
And to reflect the true value of our nation's assets, the official price of gold will be set at $50,000 per ounce. Sounds insane, right? Let's do the math on that. 261.5 million ounces of gold times a new price of $50,000 an ounce.
What does that equal? 13 to point all. $75 trillion. Just like that.
With the stroke of a pen, the U.S. Treasury invents $13 trillion in new assets. It didn't have to tax anyone. It didn't have to do anything.
It just changed a number in a ledger. That $13 trillion can be used to wipe out the debt held by the Fed. It can be used to back a new digital dollar, which we'll get to.
It instantly makes the U.S. balance sheet look solvent again. And everyone who was smart and held their money in paper dollars, they get wiped out. Again.
Their purchasing power is vaporised overnight. But everyone who held gold, they're protected. Now you know why the government doesn't care about the market price of gold.
They're not a trader. They're the casino. They own the house.
And they can change the value of the chips whenever they want. And if you think this is a crazy, paranoid theory, look at what other countries are doing. For the last two years, central banks around the world – China, Russia, India, Turkey, Poland – have been buying gold at the fastest pace in human history.
They're on an unprecedented buying spree. Why? Because they're not stupid. They're reading the same balance sheet we are.
They know the U.S. is going to devalue the dollar to escape its $38 trillion debt. They know the dollar's time, as the only global reserve currency is over. And they know that when the system finally resets, the countries with the most gold get to sit at the head of the table.
The U.S. is hoarding its gold as the ultimate reset button. It's the ace up their sleeve. But it's not the only ace.
Because in the last 15 years, a new digital relic has shown up. And it's the one thing they can't control. Or can they? For the last five years, if you listen to the U.S. government, cryptocurrency was public enemy number one.
It was a wild west. A tool for criminals. A highly speculative asset.
A threat to financial stability. They hated it. And they weren't just talking.
They were acting. They unleashed a full-blown, coordinated, behind-the-scenes war on the entire crypto industry. It was a shadow war.
And it had a name for the 180 from enemy to strategic reserve. You've heard of the SEC lawsuits. Gary Gensler, who was the head of the SEC until early 2025, was on a mission.
He was suing everyone. Coinbase. Binance.
Ripple. It was a regulation-by-enforcement rampage. His message was simple.
Come in and register while simultaneously making it impossible to register. It was like a jealous ex blocking you on all social media and then getting mad you didn't text them happy birthday. But the real war, the really dark, edgy stuff, wasn't happening on TV.
It was happening in quiet bank boardrooms. It was called Operation Chokepoint 2.0. This was a completely denied but totally real campaign by the prudential regulators, the Fed, the FDIC, the OCC, to debank the entire crypto ecosystem. It worked like this.
A bank regulator would visit a bank that had crypto-friendly customers. No one slams a fist on the table. It's all very polite.
They just say, you know, that's a risky line of business you're in. Banking all those crypto companies, that's a reputational risk. We're going to have to subject you to much, much more scrutiny.
Audits, stress tests. It's a real shame. Unless, of course, you just, you know, choke them off.
And just like that, banks all across the country started cutting ties. They shut down accounts for crypto exchanges, for developers, for anyone who even smelled like Bitcoin. Signature Bank, Silvergate, all crypto-friendly banks, mysteriously imploded.
Why? Why this coordinated war? Were they really just trying to protect investors? Host? No. They were trying to kill the competition. You don't try to kill a useless fad.
You try to kill a threat and decentralize crypto like Bitcoin. It's the ultimate threat to their great devaluation plan. Remember part two? The plan needs inflation to work.
It needs the dollar to be a melting ice cube. But that plan fails if you, the public, have a lifeboat. In the 20th century, the only lifeboat was gold, and in 1933 they seized it.
In the 21st century, the lifeboat is digital. It's Bitcoin. It's an asset with no borders, no CEO, and no government that can print more of it.
How can the Fed inflate away the debt if anyone can just press a button, exit the dollar, and move their savings into an asset they can't seize? They can't. So the old administration's plan was clear. Step 1. Choke off the real, decentralized crypto.
Kill the lifeboat. Step 2. Introduce their own crypto. A central bank digital, currency, or CBDC.
We'll get to that digital nightmare in a minute. This was the plan that was working. The industry was on the ropes.
And then January 2025 happened. A new administration comes in, and in the span of about 90 days, the entire U.S. policy on crypto doesn't just change. It does a violent, 180-degree flip.
Check this out. January 20th, 2025. SEC Chair Gary Gensler resigns.
The war is over. January 23rd, 2025. The new president signs executive order 13178.
This order does something unthinkable. It prohibits the federal government from developing a CBDC. The digital prison is banned.
April 2025. Department of Justice disbands its National Cryptocurrency Enforcement Team. August 2025.
The Federal Reserve quietly sunsets its Novel Activities Supervision Program. This is the official name for the engine that ran Operation Chokepoint 2.0. They just turned it off. It was a total systemic surrender.
Or was it an entirely new plan? Because then, in March 2025, the White House made the real announcement. The one that ties this all together? They announced the creation of the U.S. Strategic Bitcoin Reserve. You heard me.
The United States, which for a decade had called Bitcoin a criminal tool, officially recognized it as a reserve asset, right alongside its gold. The same S&P Global analysts who call gold a relic called this move mainly symbolic. Symbolic? They're not paying attention.
The U.S. is the largest known stateholder of Bitcoin in the world. Where did they get it? They didn't even have to buy it. They're the world's biggest hodler because they seized it.
For years, the DOJ has been seizing Bitcoin from criminal enterprises. They seized 69,370 BTC from the Silk Road wallet. They seized 94,640 BTC from the Bitfinex hack.
Just last month, in October 2025, they seized a record-breaking 127,271 BTC from a Chinese national named Chen Ji. All told, the U.S. government is sitting on a known stash of at least 325,000 Bitcoin. At today's prices, that's a lot.
But just like the gold, they don't care about today's price. They're not selling it. The executive order made it clear this Bitcoin will be held in reserve.
This is the new plan. It's brilliant. It's the Gold Reserve Act of 1934, but for the digital age.
Phase one, under the old admin, let the courts, grayscale case, force the SEC's hand to approve the spot Bitcoin ETFs in 2024. This was the co-opt phase. It brings Bitcoin inside the Wall Street system.
Phase two, this is the genius part. You, the average citizen, are encouraged to get exposure to Bitcoin. But how? Through the nice, safe, regulated BlackRock iShares ETF, EBIT, in your 401k.
Phase three, meanwhile, they, the government, hold the real asset. The 325,000 PLE actual coins. It's the same magic trick.
They let you hold the paper certificate while they hold the physical bullion. They have just created a second anchor for their balance, Sheet, as they inflate away the $38 trillion dollar-denominated debt. The value of their 833 tons of gold and their 325,000 Bitcoin explodes.
They're not paying the debt. They're recapitalising the entire United States on the fly. They are letting the ocean of dollar debt drain away, while their two lifeboats, gold and Bitcoin, rise with the tide.
It's the biggest balance sheet swap in history.
Thierry Laduguie retweeted
MUST WATCH
How the US is quietly erasing the $37 trillion debt using Gold and Bitcoin.
youtube.com/watch?v=y98dQywW…
Thierry Laduguie retweeted
🚨Brutal Corrections For Many Of The AI/Momentum Names.
% from 52-Week High:
$ORCL -48%
$OKLO -61%
$IREN -56%
$CIFR -41%
$APLD -45%
$IONQ -46%
$ALAB -47%
$EOSE -40%
$CRWV -65%
$CRCL -73%
$CRDO -37%
$MSFT -14%
$META -18%
$INTC -18%
$NVDA -19%
$AMD -25%
$NFLX -29%
$ETHA -41%
$IBIT -32%
Which one of these battered stocks is worth buying now?
Thierry Laduguie retweeted
EARTH CAN’T HANDLE AI - SO WE’RE SENDING IT TO SPACE
AI is growing so fast, we’re about to blow out Earth’s power grid trying to keep it running. So what’s the next genius move?
Easy: build satellites with AI brains, power them with sunlight, and launch millions of them into orbit.
Instead of sending all your data down to Earth and melting servers in the process, these satellites do the thinking up there and just beam back the answers. Fast, clean, and no air conditioning required.
One megaton of these space-sats per year = 100 gigawatts of new AI power, every year. That’s like building dozens of nuclear plants, but without the nuclear part, or the Earth part.
Next step? Build factories on the Moon and use giant railguns (yes, seriously) to launch satellites into space without rockets.
All of this, apparently, is how we start becoming a "Kardashev Type II civilization", which basically means “humans who’ve stopped thinking small.”
Goodbye server farms. Hello sky-brains.
Source: @XFreeze
Thierry Laduguie retweeted
When Zoom ($ZM) was $600/sh in 2020, it had $20 million in income. Now, Zoom is $87/sh with $2 billion in income. What does that tell you about the current Ai companies?
Thierry Laduguie retweeted
"By 2030, I feel confident in predicting one
million Optimus units per year." - Elon Musk
Thierry Laduguie retweeted
Jeff Bezos was asked why space exploration is important to him teapawt.org/BourbonCap/status/1987…
“Ultimately if we want to keep growing our civilization and using more energy per person and so on and so on, we’re eventually going to have to move all of our heavy industry off Earth
And that will happen. I know it sounds a little fantastical. Maybe it sounds like science fiction to some degree, but it will happen. I don’t know how soon it will happen
It’s a job that I won’t finish, probably my children’s children won’t finish. This is something that multiple generations will work on, but it will happen."
Thierry Laduguie retweeted
Morgan Stanley's Adam Jonas has released a video of how how AI and humanoid robots will change the world.
AI Is About to Get Physical
AI is rapidly expanding its presence. The lines between mobile devices and robots are becoming more blurred. AI is gaining physical abilities.
Thierry Laduguie retweeted
Quantum computing cannot hack Gold because gold is hard money and not code.
Thierry Laduguie retweeted
This is unbelievable! Reciprocal agreements were the hallmarks of dotcom and today again. I scratch your back, you scratch mine. Everyone is buying a stake in exchange for purchase orders.
Thierry Laduguie retweeted
S&P 500
The top is in.
Monthly chart.
Formalities are almost over; enjoy what remains.
Hope this helps.

























