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A fantastic and highly troubling article by Craig Tindale. Strong recommend. Shout-out to @Luke Gromen for the heads up to read it.

THE HARD BIFURCATION: The Convergence of Financial Liquidity and Physical Insolvency

January 6, 2026 Subject: Unrestricted Warfare in the Era of Stateful Existential Friction

Reality is starting to bite. “While the West financializes deficits, rivals industrialize surpluses.” - Aris Roussinos

“The marginal cost of intelligence is trending toward zero.“ - Dr. Alex Wissner-Gross

Suspected US foreign policy "interests" for possible/probable intervention (in no particular order) by 2028: 1. Venezuela ✅ 2. Colombia 3. Cuba 4. Greenland 5. Panama 6. Brazil 7. Manitoba/Saskatchewan/Alberta 8. Guyana 9. Nicaragua 10. Bolivia 11. Multiple Caribbean island nations

In case you haven't noticed yet, Central and South America are the new Middle East for US diplomacy, economics, and military action. Much more to come, I'm guessing, in the Western Hemisphere before 2029.

My 2026 bitcoin price guesses (in USD terms): Average price: $145,000 As high as: $700,000 As low as: $50,000 (Just my guesses. Never individual advice.)

For investors: “Don’t fight the fiscal stimulus” is the new “Don’t fight the Fed.”

We are all geopolitical analysts now.

Bitcoin and AI are both competing for the same, limited electrons in the Western Hemisphere. In 2025, AI is winning the electron race. Bitcoin and AI are both competing for the dwindling purchasing power of fiat currencies in the Western Hemisphere. In 2025, AI is winning the purchasing power race. -------- 2026 promises to be interesting. 🍿

Status update: Bullish on accelerating Congressional borrowing and spending in 2026. 🐂🤡🌎