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LET'S VISIT THIS IN 12 MONTHS TIME... 🤓 🔮 PROPERTY PREDICTIONS 2026 - READ THIS BEFORE THE MARKET MOVES WITHOUT YOU 2026 will not reward optimism. It will reward preparation, precision, and local intelligence. LET’S BEGIN 👇 1️⃣ Melbourne markets continue to bleed Expect a further –7% to –10%...

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Just Think Property

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12,860 views • 8 months ago •via X (Twitter)

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Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.
1:59

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

278,422 views • 1 year ago

Real estate has a simple problem that people don’t always say out loud: it’s not designed for partial participation. You either have enough money to buy in properly, or you don’t. There’s usually no “in-between.” And once you do invest, your money is tied up for a long time. Selling isn’t instant and flexibility is limited. So even though real estate is seen as a solid way to build wealth, a lot of people are effectively locked out... not by lack of interest but by how the system is structured. That’s the gap APARTCHAIN is focused on. APARTCHAIN is a platform that turns real estate into something you can invest in fractionally. Instead of buying an entire property, the ownership is divided into digital shares (tokens), and investors can buy a portion that fits their budget. So rather than needing large capital, you’re able to take smaller positions in actual properties. Here’s how it works in practice: • APARTCHAIN acquires real estate • The property is split into multiple ownership shares • Investors buy those shares on-chain • Rental income from the property is distributed to shareholders • When the property is eventually sold, any profit is also shared So your return comes from two places: ongoing rental income and potential appreciation when the property is sold. Now, fractional real estate isn’t a brand-new idea. What makes APARTCHAIN different is how it’s positioned. It operates within Kazakhstan’s regulatory framework, with oversight connected to the country’s national financial authority. That’s a key detail because a lot of tokenization platforms operate without clear local regulation. Here, the structure is built to align with an existing legal system, not bypass it. On the technical side, it runs on a blockchain network designed for low fees and fast transactions. That means buying, holding or transferring your share doesn’t come with the heavy costs or delays typically associated with traditional property processes. There’s also no strict lock-in at the protocol level... you’re not forced to hold your position for a fixed period. But in reality, your ability to exit depends on the secondary market, which is still developing. So liquidity exists, but it’s not fully mature yet. It’s also worth being clear about the risks. Property values can go up or down. Rental income isn’t guaranteed and because this system relies on smart contracts, there’s a technical layer that traditional real estate doesn’t have. On top of that, the platform itself is still growing. Property inventory is limited for now and the resale market for shares is still building. That said, it’s not just an idea on paper... APARTCHAIN has already completed at least one full investment cycle... acquiring a property, generating returns, and exiting. That matters because it shows the model can actually function beyond theory. So at the core, this isn’t really about “changing real estate” in some dramatic way. It’s about removing the all-or-nothing barrier that’s always surrounded it. And that leaves a simple question: if you could start building exposure to real estate without needing to go all in from day one, would more people actually step in earlier or would they still wait until it feels “big enough” to matter? Superteam Kazakhstan || APARTCHAIN
0:30

Real estate has a simple problem that people don’t always say out loud: it’s not designed for partial participation. You either have enough money to buy in properly, or you don’t. There’s usually no “in-between.” And once you do invest, your money is tied up for a long time. Selling isn’t instant and flexibility is limited. So even though real estate is seen as a solid way to build wealth, a lot of people are effectively locked out... not by lack of interest but by how the system is structured. That’s the gap APARTCHAIN is focused on. APARTCHAIN is a platform that turns real estate into something you can invest in fractionally. Instead of buying an entire property, the ownership is divided into digital shares (tokens), and investors can buy a portion that fits their budget. So rather than needing large capital, you’re able to take smaller positions in actual properties. Here’s how it works in practice: • APARTCHAIN acquires real estate • The property is split into multiple ownership shares • Investors buy those shares on-chain • Rental income from the property is distributed to shareholders • When the property is eventually sold, any profit is also shared So your return comes from two places: ongoing rental income and potential appreciation when the property is sold. Now, fractional real estate isn’t a brand-new idea. What makes APARTCHAIN different is how it’s positioned. It operates within Kazakhstan’s regulatory framework, with oversight connected to the country’s national financial authority. That’s a key detail because a lot of tokenization platforms operate without clear local regulation. Here, the structure is built to align with an existing legal system, not bypass it. On the technical side, it runs on a blockchain network designed for low fees and fast transactions. That means buying, holding or transferring your share doesn’t come with the heavy costs or delays typically associated with traditional property processes. There’s also no strict lock-in at the protocol level... you’re not forced to hold your position for a fixed period. But in reality, your ability to exit depends on the secondary market, which is still developing. So liquidity exists, but it’s not fully mature yet. It’s also worth being clear about the risks. Property values can go up or down. Rental income isn’t guaranteed and because this system relies on smart contracts, there’s a technical layer that traditional real estate doesn’t have. On top of that, the platform itself is still growing. Property inventory is limited for now and the resale market for shares is still building. That said, it’s not just an idea on paper... APARTCHAIN has already completed at least one full investment cycle... acquiring a property, generating returns, and exiting. That matters because it shows the model can actually function beyond theory. So at the core, this isn’t really about “changing real estate” in some dramatic way. It’s about removing the all-or-nothing barrier that’s always surrounded it. And that leaves a simple question: if you could start building exposure to real estate without needing to go all in from day one, would more people actually step in earlier or would they still wait until it feels “big enough” to matter? Superteam Kazakhstan || APARTCHAIN

Jessica♡🛡

105,405 views • 4 months ago

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! JPMorgan will dump $165 BILLION in U.S. stocks right after the market opens. If you think this is a "drop in the ocean" and it won’t affect the markets... YOU ARE COMPLETELY WRONG. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.
0:39

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! JPMorgan will dump $165 BILLION in U.S. stocks right after the market opens. If you think this is a "drop in the ocean" and it won’t affect the markets... YOU ARE COMPLETELY WRONG. Every time JP Morgan sells stocks, the S&P 500 drops 10–20%. And this isn't just about the stock market. It's about liquidity. It's about investor sentiment. And it's about a market that isn't prepared for what's coming. Let me explain: JPMorgan isn't some retail trader taking profits. It's one of the largest and most influential financial institutions on the planet. When they move capital at scale, markets pay attention. And history shows that large institutional selling rarely happens in a vacuum. It usually signals something bigger. A shift in risk appetite. A change in liquidity conditions. Or growing concerns beneath the surface that most investors haven't recognized yet. Now here's the part almost nobody talks about. The direct impact isn't limited to the stocks being sold. Because when a major institution dumps billions of dollars worth of equities, it affects sentiment across the entire market. Selling creates more selling. Liquidity gets thinner. Volatility increases. And risk assets everywhere start to feel the pressure. That's why this isn't just an S&P 500 story. The S&P 500 is the first domino. But the effects will spread into AI stocks. International equities. Commodities. Credit markets. And even digital assets. Today, people are positioned for stability. They're positioned for higher prices. They're positioned for the rally to continue. Which means they're vulnerable if liquidity suddenly moves in the opposite direction. THIS IS THE WARNING. Not because one institution is selling. But because markets often underestimate what large-scale institutional selling can trigger. The risk isn't the transaction itself. The risk is how everyone else reacts to it. Markets aren't pricing that possibility today. But eventually, they will. I've spent more than a decade studying macro and market cycles. I've called some of the biggest market tops and bottoms of the past 10+ years. And I'll call the next market crash in 2026 before the crowd sees it coming. Follow and turn notifications on. I'll post my next market call here first.

0xNobler

375,881 views • 2 months ago

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! Japan just hit the panic button. They will dump OVER $6 TRILLION of foreign securities, mostly U.S. Treasuries, stocks, and ETFs. If you hold any assets right now, you MUST be prepared for the biggest sell-off of the year: The BOJ is moving capital back into Japan. And the biggest carry trade in history is starting to unwind... This is NOT normal. Here's what's really happening: For decades, Japan kept interest rates near zero. That made the yen the cheapest funding currency in the world. Investors borrowed trillions of yen. And invested that money into U.S. Treasuries, stocks, real estate, crypto, and markets across the globe. That trade is now breaking. Japan is dealing with soaring debt. A rapidly aging population. Massive pension obligations. And years of pressure from a weak yen. Now policymakers want that capital to come home. By any means necessary. Finance Minister Satsuki Katayama said pension funds, including GPIF, the world's largest pension fund, should make substantially larger investments in Japanese assets instead of foreign ones. GPIF alone manages around $1.8 trillion. Hundreds of billions of dollars are now at the center of this shift. Japanese investors have already sold tens of billions of dollars worth of U.S. Treasuries this year. And the Bank of Japan's latest rate hike only gives investors another reason to keep money at home. This is the Reverse Carry Trade. And it's one of the biggest liquidity risks in the world. Because when Japanese money comes home... Someone else has to buy what Japan is selling. More Treasuries hit the market. Bond yields move higher. Liquidity dries up. And financial conditions tighten everywhere. That's how market stress spreads. Quietly at first. Then all at once. After decades of financing global markets... Japan is starting to finance itself. And that changes everything. More volatility. Less liquidity. That's not a good combination. Pay attention. Most people won't realize why markets are collapsing until it's already happening. I’ve studied markets for over a decade and called nearly every major top and bottom. If you want to survive the 2026 cycle, follow and turn notifications on. I warned you before. And I'll warn you again soon. A lot of people will wish they paid attention earlier.
0:33

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! Japan just hit the panic button. They will dump OVER $6 TRILLION of foreign securities, mostly U.S. Treasuries, stocks, and ETFs. If you hold any assets right now, you MUST be prepared for the biggest sell-off of the year: The BOJ is moving capital back into Japan. And the biggest carry trade in history is starting to unwind... This is NOT normal. Here's what's really happening: For decades, Japan kept interest rates near zero. That made the yen the cheapest funding currency in the world. Investors borrowed trillions of yen. And invested that money into U.S. Treasuries, stocks, real estate, crypto, and markets across the globe. That trade is now breaking. Japan is dealing with soaring debt. A rapidly aging population. Massive pension obligations. And years of pressure from a weak yen. Now policymakers want that capital to come home. By any means necessary. Finance Minister Satsuki Katayama said pension funds, including GPIF, the world's largest pension fund, should make substantially larger investments in Japanese assets instead of foreign ones. GPIF alone manages around $1.8 trillion. Hundreds of billions of dollars are now at the center of this shift. Japanese investors have already sold tens of billions of dollars worth of U.S. Treasuries this year. And the Bank of Japan's latest rate hike only gives investors another reason to keep money at home. This is the Reverse Carry Trade. And it's one of the biggest liquidity risks in the world. Because when Japanese money comes home... Someone else has to buy what Japan is selling. More Treasuries hit the market. Bond yields move higher. Liquidity dries up. And financial conditions tighten everywhere. That's how market stress spreads. Quietly at first. Then all at once. After decades of financing global markets... Japan is starting to finance itself. And that changes everything. More volatility. Less liquidity. That's not a good combination. Pay attention. Most people won't realize why markets are collapsing until it's already happening. I’ve studied markets for over a decade and called nearly every major top and bottom. If you want to survive the 2026 cycle, follow and turn notifications on. I warned you before. And I'll warn you again soon. A lot of people will wish they paid attention earlier.

0xNobler

1,627,761 views • 1 month ago

Robots will bring billionaire living to a lot more people. I had the blessing to eat with Guy Savoy several times. One of the best chefs in the world. He, and other top chefs taught me about the importance of getting fresh ingredients. Here is how robots and World Models will bring that and what do I mean by “everything as a service?” In three years I will have this conversation with my 1X Neo humanoid robot: “Hey Neo I want to upgrade our food to billionaire level.” “I can do that. Food as a service costs $500 a month. I will buy only hand grown fresh organic food and I will prepare amazing meals for you and your family.” Where is the supply chain for such food? Farmers’ markets where everything is fresh and organic. You gotta stop buying at grocery stores to upgrade your diet. “Hey Neo here are the keys to Tesla Robotaxi. And here is my credit card. Start up food as a service.” Neo will take an autonomous car to the market. “But Neo how do you know where to go?” “Well a guy on X did a video of the farmer’s market nearby.” “I watched it, and now know roughly the kinds of things I can get there.” We are too late to start today, the market is closed now, but we can start next week. Look at this video the way Grok does. I am playing humanoid today. In one visit my Neo will ingest all of this into its World Model. In the second visit it will get even better. In the third visit even better. World models are going to be real time by the end of next year from a variety of companies. فيصل Tesla Robotaxi already serves both our home and the market. Our Tesla drove us there and already knows where it is. Grok is already a world model. In a few minutes it can tell you what it learned by watching this video. It watches all my videos before distributing them to you. So it knows how not to overwhelm @jason’s feed with my prolific posting. It will get a lot better soon. But after three trips to this farmer’s market my robot will know everything about this market including the names of the farmers. Watch this video, you meet one. Grok can do a RAG search and learn everything about him, including that he doesn’t have a Website, and only posts on Facebook. Also that he takes Apple Pay. It already knows everything it sees. The names of the vegetables, fruits, nuts, and what is ravioli. One vendor sells fresh ravioli made early this morning. If you are freaked out by privacy have your Neo stay in the garage until it is time to do something for you. In three years I will be eating fresh food with my brother in law while football is on the TV. If you don’t have a robot you won’t eat as well unless you are a billionaire who can afford to pay the human to shop and cook for you. The Robotaxi network starts up next year (without humans). The world models get good next year. By 2030 every one of you will have a robot in your home, at least part time. Who has the best world model? Tesla. Who understands the real world better? Grok. (I didn’t give this video to anyone else). Who soon will have the best humanoid? Tesla. Which company already has a Robotaxi in my driveway? Tesla. Which company has the best video ingestion engine? Tesla. Which company is about to turn on a real time world model? xAI. Which company would you want to invest in? Tesla and xAI. Which is why, if you are a Tesla investor and you didn’t vote for Tesla to invest in xAI you hurting yourself.. Everything as a service is about to arrive. Everyone who can afford a $20,000 robot, which can be financed will have it next year. I will. Anyone worried about privacy has no idea how useful this all will be to make your lives better. And how much money it will make for a robot company to put it all together. And only Tesla has all the pieces to make the meal.
7:01

Robots will bring billionaire living to a lot more people. I had the blessing to eat with Guy Savoy several times. One of the best chefs in the world. He, and other top chefs taught me about the importance of getting fresh ingredients. Here is how robots and World Models will bring that and what do I mean by “everything as a service?” In three years I will have this conversation with my 1X Neo humanoid robot: “Hey Neo I want to upgrade our food to billionaire level.” “I can do that. Food as a service costs $500 a month. I will buy only hand grown fresh organic food and I will prepare amazing meals for you and your family.” Where is the supply chain for such food? Farmers’ markets where everything is fresh and organic. You gotta stop buying at grocery stores to upgrade your diet. “Hey Neo here are the keys to Tesla Robotaxi. And here is my credit card. Start up food as a service.” Neo will take an autonomous car to the market. “But Neo how do you know where to go?” “Well a guy on X did a video of the farmer’s market nearby.” “I watched it, and now know roughly the kinds of things I can get there.” We are too late to start today, the market is closed now, but we can start next week. Look at this video the way Grok does. I am playing humanoid today. In one visit my Neo will ingest all of this into its World Model. In the second visit it will get even better. In the third visit even better. World models are going to be real time by the end of next year from a variety of companies. فيصل Tesla Robotaxi already serves both our home and the market. Our Tesla drove us there and already knows where it is. Grok is already a world model. In a few minutes it can tell you what it learned by watching this video. It watches all my videos before distributing them to you. So it knows how not to overwhelm @jason’s feed with my prolific posting. It will get a lot better soon. But after three trips to this farmer’s market my robot will know everything about this market including the names of the farmers. Watch this video, you meet one. Grok can do a RAG search and learn everything about him, including that he doesn’t have a Website, and only posts on Facebook. Also that he takes Apple Pay. It already knows everything it sees. The names of the vegetables, fruits, nuts, and what is ravioli. One vendor sells fresh ravioli made early this morning. If you are freaked out by privacy have your Neo stay in the garage until it is time to do something for you. In three years I will be eating fresh food with my brother in law while football is on the TV. If you don’t have a robot you won’t eat as well unless you are a billionaire who can afford to pay the human to shop and cook for you. The Robotaxi network starts up next year (without humans). The world models get good next year. By 2030 every one of you will have a robot in your home, at least part time. Who has the best world model? Tesla. Who understands the real world better? Grok. (I didn’t give this video to anyone else). Who soon will have the best humanoid? Tesla. Which company already has a Robotaxi in my driveway? Tesla. Which company has the best video ingestion engine? Tesla. Which company is about to turn on a real time world model? xAI. Which company would you want to invest in? Tesla and xAI. Which is why, if you are a Tesla investor and you didn’t vote for Tesla to invest in xAI you hurting yourself.. Everything as a service is about to arrive. Everyone who can afford a $20,000 robot, which can be financed will have it next year. I will. Anyone worried about privacy has no idea how useful this all will be to make your lives better. And how much money it will make for a robot company to put it all together. And only Tesla has all the pieces to make the meal.

Robert Scoble

1,363,973 views • 10 months ago

After regrouping with our investors and the team, I’ve made the difficult decision to wind down Hike completely. Our US business, launched just nine months ago, is off to a strong start. But scaling globally would require a full recap, a reset that is not the best use of capital or time. The Big Question → We could raise the capital, but the real question is: is it worth it? Is this a climb worth pivoting for? For the first time in 13 years, my answer is no. Not for me, not for my team, and not for our investors. Why? 1. RMG was never the destination. It was a way to test unit economics and traction in India while working toward a bigger vision. In hindsight, starting in India locked us into the model and regulatory headwinds, turning a temporary path into a more permanent one. 2. The Gaming Nation vision is real, but we may be too early. The world will eventually move toward a Nation-type model in gaming and Web3 - Company 2.0. But crypto regulation is still developing globally, and we don’t want to repeat India, where we hoped for clarity that never came. 3. And most importantly, if doing a full reset, is this where I’d put my own capital and energy today? For the first time, the answer is no. The world has changed in the last decade - and so have I. There are more important problems to solve and bigger opportunities to deploy brilliant talent and capital. Looking Back & Lessons The last 13 years have been immense. Hike Messenger reached 40M MAUs and became the 35th most loved consumer brand in India at its peak. With Rush, we built a brand new kind of Casual PvP gaming platform and scaled it to 10M users and $500M+ in gross revenue in just 4 years. Our execution was super, but we could never quite make it stick. There are clear lessons to carry forward, especially on market selection: 1. Be careful with winner-take-all markets. To win, you need to go global. 2. Don’t build for today’s tech constraints. Build on the spring/summer of new technologies. 3. Regulatory clarity matters. Risk is fine; uncertainty is not. More importantly momentum is everything. And build what your heart and mind are deeply excited about. It’s the conviction that carries you through. This is both a disappointment and a hard outcome. But I choose to look on the bright side: the learnings are invaluable, and my conviction for what’s next is even stronger. To everyone who has been part of this journey - our users, our team, our investors, and our community - thank you. As a CEO, you’re only as strong as your team, and I want to give a special shout-out to mine - an incredible group of people who gave this everything. Hike This chapter ends, but the climb continues. Looking Forward I’ve always thrived at building at the forefront of technology. Over the last decade, in the little time I had to explore outside of Hike, I kept returning to the same three frontiers. And now, they feel like the great canvases for decades to come → 1. AI → For the first time, technology has both intelligence and memory. Imagine products that don’t just serve us functionally but truly know us - systems that adapt, grow, and partner with us. As a UX-first builder, this is the most exciting time to be building software. 2. Breakthroughs in Energy → Human progress has always been bound by energy. The world’s demand for energy is rising faster than ever. Breakthrough approaches, especially in physics are needed to power the future. The last century gave us mastery of fine matters and electricity, the next will move deeper, at the intersection of science and spirituality - into what yogis call divine magnetism and physicists call the quantum world or electromagnetism. From there will come technologies that today feel impossible to imagine. 3. Mastery of the Self → As AI takes on more of our work, a deeper question will rise: what now defines us? When productivity is no longer the measure of worth, humanity will turn inward. Man’s evolution will move from the intellect to intuitive attunement - a deeper connection with ourselves and the divine (which we’ll realise are one and the same). The tools, spaces, and guides that help us explore this inner world will be as transformative as any innovation in the outer one - unlocking the next level of humanity’s potential. If you put these together, a picture emerges: → the cost of intelligence trending to zero → the cost of energy trending to zero → and the cost of willpower falling lower and lower. Just imagine a future where willpower is infinite, energy is abundant, and intelligence is at our fingertips. This is the future I will help build — and it’s where I’ll be contributing in the decades to come. This new chapter will look very different from the last one 🚀 Video for perspective. Full substack post link below.
0:40

After regrouping with our investors and the team, I’ve made the difficult decision to wind down Hike completely. Our US business, launched just nine months ago, is off to a strong start. But scaling globally would require a full recap, a reset that is not the best use of capital or time. The Big Question → We could raise the capital, but the real question is: is it worth it? Is this a climb worth pivoting for? For the first time in 13 years, my answer is no. Not for me, not for my team, and not for our investors. Why? 1. RMG was never the destination. It was a way to test unit economics and traction in India while working toward a bigger vision. In hindsight, starting in India locked us into the model and regulatory headwinds, turning a temporary path into a more permanent one. 2. The Gaming Nation vision is real, but we may be too early. The world will eventually move toward a Nation-type model in gaming and Web3 - Company 2.0. But crypto regulation is still developing globally, and we don’t want to repeat India, where we hoped for clarity that never came. 3. And most importantly, if doing a full reset, is this where I’d put my own capital and energy today? For the first time, the answer is no. The world has changed in the last decade - and so have I. There are more important problems to solve and bigger opportunities to deploy brilliant talent and capital. Looking Back & Lessons The last 13 years have been immense. Hike Messenger reached 40M MAUs and became the 35th most loved consumer brand in India at its peak. With Rush, we built a brand new kind of Casual PvP gaming platform and scaled it to 10M users and $500M+ in gross revenue in just 4 years. Our execution was super, but we could never quite make it stick. There are clear lessons to carry forward, especially on market selection: 1. Be careful with winner-take-all markets. To win, you need to go global. 2. Don’t build for today’s tech constraints. Build on the spring/summer of new technologies. 3. Regulatory clarity matters. Risk is fine; uncertainty is not. More importantly momentum is everything. And build what your heart and mind are deeply excited about. It’s the conviction that carries you through. This is both a disappointment and a hard outcome. But I choose to look on the bright side: the learnings are invaluable, and my conviction for what’s next is even stronger. To everyone who has been part of this journey - our users, our team, our investors, and our community - thank you. As a CEO, you’re only as strong as your team, and I want to give a special shout-out to mine - an incredible group of people who gave this everything. Hike This chapter ends, but the climb continues. Looking Forward I’ve always thrived at building at the forefront of technology. Over the last decade, in the little time I had to explore outside of Hike, I kept returning to the same three frontiers. And now, they feel like the great canvases for decades to come → 1. AI → For the first time, technology has both intelligence and memory. Imagine products that don’t just serve us functionally but truly know us - systems that adapt, grow, and partner with us. As a UX-first builder, this is the most exciting time to be building software. 2. Breakthroughs in Energy → Human progress has always been bound by energy. The world’s demand for energy is rising faster than ever. Breakthrough approaches, especially in physics are needed to power the future. The last century gave us mastery of fine matters and electricity, the next will move deeper, at the intersection of science and spirituality - into what yogis call divine magnetism and physicists call the quantum world or electromagnetism. From there will come technologies that today feel impossible to imagine. 3. Mastery of the Self → As AI takes on more of our work, a deeper question will rise: what now defines us? When productivity is no longer the measure of worth, humanity will turn inward. Man’s evolution will move from the intellect to intuitive attunement - a deeper connection with ourselves and the divine (which we’ll realise are one and the same). The tools, spaces, and guides that help us explore this inner world will be as transformative as any innovation in the outer one - unlocking the next level of humanity’s potential. If you put these together, a picture emerges: → the cost of intelligence trending to zero → the cost of energy trending to zero → and the cost of willpower falling lower and lower. Just imagine a future where willpower is infinite, energy is abundant, and intelligence is at our fingertips. This is the future I will help build — and it’s where I’ll be contributing in the decades to come. This new chapter will look very different from the last one 🚀 Video for perspective. Full substack post link below.

Kavin

24,481 views • 11 months ago

** Call to Action for Global Pioneers: Uniting Efforts to Stabilize the GCV Price in the Exchange Market** Dear Global Pioneers, We are currently at a critical juncture that may determine our ability to swiftly realize the GCV in the exchange market. As of now, we are in the Open Network phase, which serves as a preparatory stage for a fully decentralized network where all code can be activated. It is important to note that the Pi Network has not registered as a security because it aims to function as a digital currency rather than a digital asset. However, given recent list on the exchange market, compliance with the United States Securities and Exchange Commission (SEC) is now necessary for Pi Network, which subsequently require CT not to guide Pi's price in the exchange market. To address this situation, we urge all pioneers to unite in a call auction to ensure the GCV is stabilized as soon as possible. We implore you not to sell below the GCV price. Conversely, you are encouraged to buy if you have the means, as the current prices are significantly low. It is essential to emphasize that we are now in the Open Network phase, permitting both buying and selling. We have observed that many pioneers may be hesitant to make purchases; however, it is imperative that you do not let this concern deter you. We have surpassed the enclosed mainnet phase, where buying and selling were prohibited. Increasing liquidity in the exchange market is crucial for attracting external investors. At this stage, the combined strength of all pioneers is required to enhance purchasing power and to capitalize on lower prices. Please clarify your understanding of our current pricing situation. The existing market prices do not reflect Pi's value of our source code, which is derived from our blockchain record. Our efforts have previously focused on establishing Pi as a digital currency, culminating in the creation of the GCV blockchain record, which has indeed achieved success. For instance, the GitHub record indicates a GCV of $314,159, and Mr. Kasasih's code fork has now been integrated into the CT’s main bran code of the signifying its official status. The rationale for the current low prices in the exchange market stems, in part, from a lack of awareness among many pioneers, some of whom may be in financially constrained positions and require immediate funds for necessities. Such individuals may be misled by those who do not support GCV's potential, thereby selling their holdings at depressed prices. This underscores the importance of CT's control over KYC processes and migration procedures. Allowing all pioneers pass KYC and migrating Pi could lead to detrimental outcomes for the project, as uninformed pioneers may sell at significantly low prices. Just we see right now there are a lot of pioneers sell at very low price. So, CT only allow 10 million wallets migrated. It is important to recognize that the current low pricing is not the fault of the PCT or GCV CT, it is a consequence of a collective lack of proactive engagement from the pioneers. By promoting education on the true value of Pi as GCV, we can mitigate the prevalence of low-price sellers. While complaints about pricing may arise, it is essential to understand that we cannot prevent pioneers from selling. What we can do is purchase the available low-priced offerings from the market and collectively urge all pioneers not to sell below the GCV price. This remains a top priority for all involved if we aim to achieve the OM status swiftly. Additionally, it is vital to understand that the CT cannot announce the price of Pi in the exchange market, nor can they buy all the Pi in the exchange market. The price must ultimately be determined by the actions of our pioneering community and outside investors. Therefore, it is everyone's responsibility to refrain from complaints and instead focus on advancing the project collectively. We recommend all pioneers take the following actions: - Do not sell below $314,159. Please list selling price at $314,159. You should have confidence on GCV when it has been in the code already. Once the OM completed; all ecosystems will implement GCV. And you don’t need to wait long time and I estimate in one month or less. - Consider purchasing if you have extra funds available but ensure that you are not borrowing money or using essential living funds for these investments. Any amount such as $10 or $20 or $100 you choose to invest can contribute to increasing the visibility of Pi in the exchange market, potentially attracting outside investors. Also, many pioneers have locked three years with 100%, it is a good chance. You can acquire 6 Pi for just $10 right now. Once our pioneers warm up the market, you'll see outside investors becoming active, so there's no need to worry about how long or how much funding it will take to reach GCV. As soon as the low-priced Pi are being purchased, the price is poised to surge from just a few dollars to GCV in no time. We won't follow the traditional cryptocurrency path for growth because we have a strong community backing GCV.` It is crucial for all global pioneers to recognize that we are all collectively striving towards the successful realization of the OM. The CT shares this goal as well. However, if the exchange market price remains as low as $1 or $2, the likelihood of merchants joining the Pi Network diminishes. It is imperative that the gap between the ecosystem's Pi value and its exchange market price remain minimal. If the exchange price is low, it inhibits the CT's ability to fulfill ecosystem objectives. You need not worry about protracted timelines. With collective action, the path to achieving GCV can be expedited. While it would indeed be beneficial for the CT to manage arrangements efficiently, it is vital that we do not adopt a passive stance, awaiting resolutions. Delays could adversely affect both the reputation of PCT and the GCV CT. Lastly, I would like to address recent rumors suggesting that pioneers are unable to transfer Pi to or from the exchange market; this information is misleading. Pi Network is indeed open already, and the CT has verified five exchange markets for transactions. I have personally encountered challenges while attempting to purchase 1,000 Pi on the exchange market, with multiple platforms rejecting my credit and debit card payments. Nonetheless, I firmly believe that this represents a valuable investment opportunity critical for advancing our collective mission toward GCV unification in the exchange market. Your understanding of this message and prompt actions will be appreciated as we move forward together. Best regards, Doris Yin🪷🪷🪷 Founder, Global GCV Movement Feb.23rd, 2025
11:55

** Call to Action for Global Pioneers: Uniting Efforts to Stabilize the GCV Price in the Exchange Market** Dear Global Pioneers, We are currently at a critical juncture that may determine our ability to swiftly realize the GCV in the exchange market. As of now, we are in the Open Network phase, which serves as a preparatory stage for a fully decentralized network where all code can be activated. It is important to note that the Pi Network has not registered as a security because it aims to function as a digital currency rather than a digital asset. However, given recent list on the exchange market, compliance with the United States Securities and Exchange Commission (SEC) is now necessary for Pi Network, which subsequently require CT not to guide Pi's price in the exchange market. To address this situation, we urge all pioneers to unite in a call auction to ensure the GCV is stabilized as soon as possible. We implore you not to sell below the GCV price. Conversely, you are encouraged to buy if you have the means, as the current prices are significantly low. It is essential to emphasize that we are now in the Open Network phase, permitting both buying and selling. We have observed that many pioneers may be hesitant to make purchases; however, it is imperative that you do not let this concern deter you. We have surpassed the enclosed mainnet phase, where buying and selling were prohibited. Increasing liquidity in the exchange market is crucial for attracting external investors. At this stage, the combined strength of all pioneers is required to enhance purchasing power and to capitalize on lower prices. Please clarify your understanding of our current pricing situation. The existing market prices do not reflect Pi's value of our source code, which is derived from our blockchain record. Our efforts have previously focused on establishing Pi as a digital currency, culminating in the creation of the GCV blockchain record, which has indeed achieved success. For instance, the GitHub record indicates a GCV of $314,159, and Mr. Kasasih's code fork has now been integrated into the CT’s main bran code of the signifying its official status. The rationale for the current low prices in the exchange market stems, in part, from a lack of awareness among many pioneers, some of whom may be in financially constrained positions and require immediate funds for necessities. Such individuals may be misled by those who do not support GCV's potential, thereby selling their holdings at depressed prices. This underscores the importance of CT's control over KYC processes and migration procedures. Allowing all pioneers pass KYC and migrating Pi could lead to detrimental outcomes for the project, as uninformed pioneers may sell at significantly low prices. Just we see right now there are a lot of pioneers sell at very low price. So, CT only allow 10 million wallets migrated. It is important to recognize that the current low pricing is not the fault of the PCT or GCV CT, it is a consequence of a collective lack of proactive engagement from the pioneers. By promoting education on the true value of Pi as GCV, we can mitigate the prevalence of low-price sellers. While complaints about pricing may arise, it is essential to understand that we cannot prevent pioneers from selling. What we can do is purchase the available low-priced offerings from the market and collectively urge all pioneers not to sell below the GCV price. This remains a top priority for all involved if we aim to achieve the OM status swiftly. Additionally, it is vital to understand that the CT cannot announce the price of Pi in the exchange market, nor can they buy all the Pi in the exchange market. The price must ultimately be determined by the actions of our pioneering community and outside investors. Therefore, it is everyone's responsibility to refrain from complaints and instead focus on advancing the project collectively. We recommend all pioneers take the following actions: - Do not sell below $314,159. Please list selling price at $314,159. You should have confidence on GCV when it has been in the code already. Once the OM completed; all ecosystems will implement GCV. And you don’t need to wait long time and I estimate in one month or less. - Consider purchasing if you have extra funds available but ensure that you are not borrowing money or using essential living funds for these investments. Any amount such as $10 or $20 or $100 you choose to invest can contribute to increasing the visibility of Pi in the exchange market, potentially attracting outside investors. Also, many pioneers have locked three years with 100%, it is a good chance. You can acquire 6 Pi for just $10 right now. Once our pioneers warm up the market, you'll see outside investors becoming active, so there's no need to worry about how long or how much funding it will take to reach GCV. As soon as the low-priced Pi are being purchased, the price is poised to surge from just a few dollars to GCV in no time. We won't follow the traditional cryptocurrency path for growth because we have a strong community backing GCV.` It is crucial for all global pioneers to recognize that we are all collectively striving towards the successful realization of the OM. The CT shares this goal as well. However, if the exchange market price remains as low as $1 or $2, the likelihood of merchants joining the Pi Network diminishes. It is imperative that the gap between the ecosystem's Pi value and its exchange market price remain minimal. If the exchange price is low, it inhibits the CT's ability to fulfill ecosystem objectives. You need not worry about protracted timelines. With collective action, the path to achieving GCV can be expedited. While it would indeed be beneficial for the CT to manage arrangements efficiently, it is vital that we do not adopt a passive stance, awaiting resolutions. Delays could adversely affect both the reputation of PCT and the GCV CT. Lastly, I would like to address recent rumors suggesting that pioneers are unable to transfer Pi to or from the exchange market; this information is misleading. Pi Network is indeed open already, and the CT has verified five exchange markets for transactions. I have personally encountered challenges while attempting to purchase 1,000 Pi on the exchange market, with multiple platforms rejecting my credit and debit card payments. Nonetheless, I firmly believe that this represents a valuable investment opportunity critical for advancing our collective mission toward GCV unification in the exchange market. Your understanding of this message and prompt actions will be appreciated as we move forward together. Best regards, Doris Yin🪷🪷🪷 Founder, Global GCV Movement Feb.23rd, 2025

Doris Yin 东方紫莲🪷

143,112 views • 1 year ago

COMMONS HOUSING SELECT COMMITTEE: STATEMENT FROM FREE LEASEHOLDERS 3/3/26 Today, we told Parliament the truth. About the cynical games Conservative and Labour governments have been playing with your homes, money and lives. It was awkward. We had to motor through to cover as many points as humanely possible in a short time. Sorry if we didn’t cover yours. We are the insurgents against a very closed and broken political system. We will go away when they finally free the people from the property servitude of leasehold. Until then, we will keep challenging the official line and holding power to account, however uncomfortable that may be. Parliament has been talking about abolishing leasehold, a legacy of serfdom, since the 1880s, before working men and women had the right to vote. In 2026, we keep hearing it’s “complicated” and our politicians need more time because they might get sued by the wealthy landowners. What happened to the will of the people? Isn’t Parliament sovereign? Wasn’t that what all the Brexit lark was about? And doesn’t this Labour government have the second biggest parliamentary majority in its 126-year history as the so-called working people’s party? Keir Starmer can do a TikTok stunt on ground rents. But he can’t run away from the truth. His government are peddling a draft Commonhold and Leasehold Reform Bill that has been purged of policies that you voted for in the The Labour Party manifesto. Policies promised again in the July 2024 King’s Speech: the remaining Law Commission enfranchisement and Right to Manage recommendations. So you can finally “take back control”. The Starmer administration appears to be captured by the deep-pocketed freeholder lobby and property cartels. And the Prime Minister is in thrall to the hand-wringing lawyers who bleat on about the risk of judicial review and ECHR lawfare, as if the rights of extortionists, many offshore, and lofty international law matter more than the British people being looted in their homes and what election manifestos have promised time and time again. This government claims that they are ending the feudal leasehold system. Instead, they keep it on life support by protecting money-for-nothing ground rents until 2068. We’ll have flying cars before feudalism is banished from our homes! And buried away in the small print, the Labour government concedes our point: “leasehold as a tenure will not disappear overnight and it will be a feature of the housing market for many years to come.” The government is also siding with the leasehold grifters by failing to restrict development value in the draft legislation, which means many flat leaseholders will never be able to afford to buy their freehold, something that must happen before conversion to commonhold. Remember, the freeholders’ main lobby group, the Residential Freehold Association, admits that the typical freeholder owns just 2.5% capital value in a block of flats. These wealth-destroying corporates own a sliver of our homes and have the cheek to talk about their human rights. We are not Mugabeists. We will, of course, pay a fair rate to compensate the freeholder to leave our homes for good. But demanding more of our money so they can thwart our right to buy them out, on the basis that they could theoretically build a skyscraper in the garden, is taking the mick and must end, as the government first promised in 2021. Don’t take our word on the scam of freeholders invoking development value to block leaseholders’ bid for self-rule. Barrister Nicola Muir, of Tanfield Chambers, has written that “it is amazing what developments landlords believe are possible and the profits they claim they will generate”, citing a telling example from practice: “The landlord initially claimed £34 million for the alleged potential to build a skyscraper in the front garden of the block. Such claims can obviously be a deterrent to leaseholders, who probably have no intention of developing.” And we were the ONLY campaign group that urged the Housing, Communities & Local Government Committee to ensure that this government sets enfranchisement rates high in the Leasehold and Freehold Reform Act 2024, to the benefit of leaseholders. There is a major risk that, due to the influence peddling of ground rent grifters and their lobbyists in Westminster and Whitehall, the government will fail to implement these long-awaited reforms already on the statute books. Matthew Pennycook MP promised in November 2024 to put enfranchisement rates out to public consultation last summer, but it never happened. And if the government is forced to begin the enfranchisement changes in the 2024 Act, it will likely set the deferment and capitalisation rates artificially low, stuffing freeholders’ mouths with gold when desperate leaseholders try to extend their leases or buy out the freehold. These deferment and capitalisation rates are already derived from freeholder-friendly case law, specifically the 2006 Upper Tribunal decision known as Sportelli, with the deferment rate set at 4.75% for houses and 5.0% for flats, and a capitalisation rate of 6.0%. While the 2024 Act is vague on what these rates should be, we know that investors routinely buy freeholds at auction or directly from developers at higher rates than those implied by Sportelli, meaning they pay significantly less than leaseholders are already required to pay under statutory schemes with the low Sportelli rates. For example, an analysis of Allsop Ground Rent Auctions found that investors have been paying an average 9% capitalisation rate for the ground rent in freehold titles – well above Sportelli’s 6%. This situation is clearly unfair, and there is significant industry lobbying to keep the deferment and capitalisation rates low, i.e. below the going market rates, so that freeholders are excessively compensated by leaseholders. Once the rates are set in the 2024 Act, they remain fixed for ten years, creating jeopardy that they will be set to the disadvantage of leaseholders, who are less organised and resourced than industry interests to influence policy. If the rates are set substantially below Sportelli rates, the savings from other provisions of the 2024 Act – such as the removal of marriage value, the 0.1% restriction on ground rents, and the end of the requirement to pay the freeholder’s reasonable legal and valuation costs – would be more than cancelled out, leaving leaseholders paying more than they do today under the current rules. Minister Pennycook highlighted this risk while in opposition during the passage of the 2024 Act, stating that Labour “remain[s] convinced that this government, or a future one, could be lobbied by vested interests to set a deferment rate that will be punitive to leaseholders.” He proposed an amendment on the deferment rate to guide the Secretary of State, requiring that “in setting the deferment rate, the Secretary of State must have regard to the desirability of encouraging leaseholders to extend their lease at the lowest possible cost”, although the amendment was not passed. This policy ought to be in the draft Bill, yet it remains absent. We are urging that the 2024 Act be amended to require that the enfranchisement rates must not fall below an absolute floor of the existing Sportelli rates (with the deferment rate of 4.75% for houses and 5.0% for flats, and a capitalisation rate of 6.0%). But leaseholders should really benefit from market rates, i.e. those which developers and investors already enjoy being significantly above Sportelli, to ensure that they do not pay excessive compensation to freeholders, as occurs under the current system, to buy their freehold or extend a lease. And this isn’t just about what goes into the algorithm for the online enfranchisement calculator under the 2024 Act, or about ending the development value scam, a reform dropped from the legislation after behind-the-scenes lobbying. We will not accept a failure to bring forward a Universal Right to Manage, as part of a glidepath to commonhold. Watch what our founder said about a well-connected landlord and tenant barrister who bragged to the property tribunal last year that he had worked on the Law Commission’s Right to Manage reforms, all while representing an offshore billionaire freeholder trying to block leaseholders’ quest for Right to Manage. It should be easy. But the leaseholders at this development had to spend £150,000 just to defend their no-fault right against this legal onslaught at the First-tier Tribunal. They won, but the freeholder is now appealing… Beyond Right to Manage reform, we need a Right to Participate in collective enfranchisement so that all flat leaseholders can buy a share of the freehold even if they miss out the first time when one group of neighbours has enough support to enfranchise the block. It is unfair for leaseholders to be locked out of decisions over the charges they pay and the services affecting their home when they are ready to buy their share of the freehold. Sorting this inequity was the will of Parliament with Right to Enfranchise provisions in the 2002 Act. It’s also what the Law Commission originally recommended before seemingly being pressured by vested interests to drop the policy from their final recommendations in 2020. Also, why on earth should leaseholders have to contort themselves to get 50% support of all unit-owners in a block? Satisfying the onerous 50% participation threshold is near impossible in bigger buildings and those with high levels of buy-to-let, yet scummy investors face no qualifying criteria when hoovering up the freeholds of our homes from developers or auctioneers behind our backs. Don’t patronise us with Lord Best’s scheme for managing agents. We want liberation, not regulation. There’s a reason both the freeholder and managing agent lobbies are gagging for the cosy Lord Best policy, which wasn’t promised in either the Labour manifesto or the King’s Speech. It will jack up leaseholders’ already sky-high service charges, repeat the cruel joke of the Building Safety Regulator, and keep freeholders and their managing agent cronies firmly in the ecosystem. At the same time, a statutory regulator of managing agents will no doubt restrict competition by keeping out small ethical new entrants. It will also allow the government to claim job done while failing to end leasehold. Even without leasehold abolition, leaseholders will still be denied rightful control of their service charges and the power to easily sack their managing agent - the real regulation needed to rein in rip-off service providers and put them out of business, not some powerless or captured regulator in Whitehall. Labour should be for the grafters. If the government wants to win back public support after the Gordon and Denton by-election drubbing, salvaging this draft legislation and swiftly commencing the 2024 Act must be its priority. Show that politics can be a force for good. Stand up to the ground rent grifters and offshore property mafia. Free leaseholders. 5.3 million households in England and Wales are watching.
10:42

COMMONS HOUSING SELECT COMMITTEE: STATEMENT FROM FREE LEASEHOLDERS 3/3/26 Today, we told Parliament the truth. About the cynical games Conservative and Labour governments have been playing with your homes, money and lives. It was awkward. We had to motor through to cover as many points as humanely possible in a short time. Sorry if we didn’t cover yours. We are the insurgents against a very closed and broken political system. We will go away when they finally free the people from the property servitude of leasehold. Until then, we will keep challenging the official line and holding power to account, however uncomfortable that may be. Parliament has been talking about abolishing leasehold, a legacy of serfdom, since the 1880s, before working men and women had the right to vote. In 2026, we keep hearing it’s “complicated” and our politicians need more time because they might get sued by the wealthy landowners. What happened to the will of the people? Isn’t Parliament sovereign? Wasn’t that what all the Brexit lark was about? And doesn’t this Labour government have the second biggest parliamentary majority in its 126-year history as the so-called working people’s party? Keir Starmer can do a TikTok stunt on ground rents. But he can’t run away from the truth. His government are peddling a draft Commonhold and Leasehold Reform Bill that has been purged of policies that you voted for in the The Labour Party manifesto. Policies promised again in the July 2024 King’s Speech: the remaining Law Commission enfranchisement and Right to Manage recommendations. So you can finally “take back control”. The Starmer administration appears to be captured by the deep-pocketed freeholder lobby and property cartels. And the Prime Minister is in thrall to the hand-wringing lawyers who bleat on about the risk of judicial review and ECHR lawfare, as if the rights of extortionists, many offshore, and lofty international law matter more than the British people being looted in their homes and what election manifestos have promised time and time again. This government claims that they are ending the feudal leasehold system. Instead, they keep it on life support by protecting money-for-nothing ground rents until 2068. We’ll have flying cars before feudalism is banished from our homes! And buried away in the small print, the Labour government concedes our point: “leasehold as a tenure will not disappear overnight and it will be a feature of the housing market for many years to come.” The government is also siding with the leasehold grifters by failing to restrict development value in the draft legislation, which means many flat leaseholders will never be able to afford to buy their freehold, something that must happen before conversion to commonhold. Remember, the freeholders’ main lobby group, the Residential Freehold Association, admits that the typical freeholder owns just 2.5% capital value in a block of flats. These wealth-destroying corporates own a sliver of our homes and have the cheek to talk about their human rights. We are not Mugabeists. We will, of course, pay a fair rate to compensate the freeholder to leave our homes for good. But demanding more of our money so they can thwart our right to buy them out, on the basis that they could theoretically build a skyscraper in the garden, is taking the mick and must end, as the government first promised in 2021. Don’t take our word on the scam of freeholders invoking development value to block leaseholders’ bid for self-rule. Barrister Nicola Muir, of Tanfield Chambers, has written that “it is amazing what developments landlords believe are possible and the profits they claim they will generate”, citing a telling example from practice: “The landlord initially claimed £34 million for the alleged potential to build a skyscraper in the front garden of the block. Such claims can obviously be a deterrent to leaseholders, who probably have no intention of developing.” And we were the ONLY campaign group that urged the Housing, Communities & Local Government Committee to ensure that this government sets enfranchisement rates high in the Leasehold and Freehold Reform Act 2024, to the benefit of leaseholders. There is a major risk that, due to the influence peddling of ground rent grifters and their lobbyists in Westminster and Whitehall, the government will fail to implement these long-awaited reforms already on the statute books. Matthew Pennycook MP promised in November 2024 to put enfranchisement rates out to public consultation last summer, but it never happened. And if the government is forced to begin the enfranchisement changes in the 2024 Act, it will likely set the deferment and capitalisation rates artificially low, stuffing freeholders’ mouths with gold when desperate leaseholders try to extend their leases or buy out the freehold. These deferment and capitalisation rates are already derived from freeholder-friendly case law, specifically the 2006 Upper Tribunal decision known as Sportelli, with the deferment rate set at 4.75% for houses and 5.0% for flats, and a capitalisation rate of 6.0%. While the 2024 Act is vague on what these rates should be, we know that investors routinely buy freeholds at auction or directly from developers at higher rates than those implied by Sportelli, meaning they pay significantly less than leaseholders are already required to pay under statutory schemes with the low Sportelli rates. For example, an analysis of Allsop Ground Rent Auctions found that investors have been paying an average 9% capitalisation rate for the ground rent in freehold titles – well above Sportelli’s 6%. This situation is clearly unfair, and there is significant industry lobbying to keep the deferment and capitalisation rates low, i.e. below the going market rates, so that freeholders are excessively compensated by leaseholders. Once the rates are set in the 2024 Act, they remain fixed for ten years, creating jeopardy that they will be set to the disadvantage of leaseholders, who are less organised and resourced than industry interests to influence policy. If the rates are set substantially below Sportelli rates, the savings from other provisions of the 2024 Act – such as the removal of marriage value, the 0.1% restriction on ground rents, and the end of the requirement to pay the freeholder’s reasonable legal and valuation costs – would be more than cancelled out, leaving leaseholders paying more than they do today under the current rules. Minister Pennycook highlighted this risk while in opposition during the passage of the 2024 Act, stating that Labour “remain[s] convinced that this government, or a future one, could be lobbied by vested interests to set a deferment rate that will be punitive to leaseholders.” He proposed an amendment on the deferment rate to guide the Secretary of State, requiring that “in setting the deferment rate, the Secretary of State must have regard to the desirability of encouraging leaseholders to extend their lease at the lowest possible cost”, although the amendment was not passed. This policy ought to be in the draft Bill, yet it remains absent. We are urging that the 2024 Act be amended to require that the enfranchisement rates must not fall below an absolute floor of the existing Sportelli rates (with the deferment rate of 4.75% for houses and 5.0% for flats, and a capitalisation rate of 6.0%). But leaseholders should really benefit from market rates, i.e. those which developers and investors already enjoy being significantly above Sportelli, to ensure that they do not pay excessive compensation to freeholders, as occurs under the current system, to buy their freehold or extend a lease. And this isn’t just about what goes into the algorithm for the online enfranchisement calculator under the 2024 Act, or about ending the development value scam, a reform dropped from the legislation after behind-the-scenes lobbying. We will not accept a failure to bring forward a Universal Right to Manage, as part of a glidepath to commonhold. Watch what our founder said about a well-connected landlord and tenant barrister who bragged to the property tribunal last year that he had worked on the Law Commission’s Right to Manage reforms, all while representing an offshore billionaire freeholder trying to block leaseholders’ quest for Right to Manage. It should be easy. But the leaseholders at this development had to spend £150,000 just to defend their no-fault right against this legal onslaught at the First-tier Tribunal. They won, but the freeholder is now appealing… Beyond Right to Manage reform, we need a Right to Participate in collective enfranchisement so that all flat leaseholders can buy a share of the freehold even if they miss out the first time when one group of neighbours has enough support to enfranchise the block. It is unfair for leaseholders to be locked out of decisions over the charges they pay and the services affecting their home when they are ready to buy their share of the freehold. Sorting this inequity was the will of Parliament with Right to Enfranchise provisions in the 2002 Act. It’s also what the Law Commission originally recommended before seemingly being pressured by vested interests to drop the policy from their final recommendations in 2020. Also, why on earth should leaseholders have to contort themselves to get 50% support of all unit-owners in a block? Satisfying the onerous 50% participation threshold is near impossible in bigger buildings and those with high levels of buy-to-let, yet scummy investors face no qualifying criteria when hoovering up the freeholds of our homes from developers or auctioneers behind our backs. Don’t patronise us with Lord Best’s scheme for managing agents. We want liberation, not regulation. There’s a reason both the freeholder and managing agent lobbies are gagging for the cosy Lord Best policy, which wasn’t promised in either the Labour manifesto or the King’s Speech. It will jack up leaseholders’ already sky-high service charges, repeat the cruel joke of the Building Safety Regulator, and keep freeholders and their managing agent cronies firmly in the ecosystem. At the same time, a statutory regulator of managing agents will no doubt restrict competition by keeping out small ethical new entrants. It will also allow the government to claim job done while failing to end leasehold. Even without leasehold abolition, leaseholders will still be denied rightful control of their service charges and the power to easily sack their managing agent - the real regulation needed to rein in rip-off service providers and put them out of business, not some powerless or captured regulator in Whitehall. Labour should be for the grafters. If the government wants to win back public support after the Gordon and Denton by-election drubbing, salvaging this draft legislation and swiftly commencing the 2024 Act must be its priority. Show that politics can be a force for good. Stand up to the ground rent grifters and offshore property mafia. Free leaseholders. 5.3 million households in England and Wales are watching.

Free Leaseholders

21,080 views • 6 months ago

A video-text summary of my argument that we now live in the age of TECHNOFEUDALISM (in 16', 2000 words): Wherever we turn, we witness the triumph of capital. Capital has prevailed everywhere: in warehouses, factories, offices, universities, public hospitals, the media – in space but also in the microcosm of genetic engineering. So, how do I dare claim that capitalism has been killed? By whom? The deliciously ironic answer is that capitalism was killed by its own hand… by capital! If I am right, the issue is not what AI will do to us in the future but what has already happened: Capital became so dominant that it mutated into a variant so toxic that, like a stupid virus, it killed off its host, capitalism, replacing it with something far, far worse. This new mutant capital, that killed capitalism, lives in the proverbial cloud – so, let us call it cloud capital. What is cloud capital? What makes it so different? Cloud capital, of course, does not really live up in the cloud. It lives down on Earth, comprising networked machines, server farms, cell towers, software, AI-driven algorithms – and of course it lives on our oceans’ floors where untold miles of optic fibre cables rest. Unlike traditional capital, from fishing rods to the steam-engines of the Industrial Revolution to today’s modern industrial robots that are produced means of production, cloud capital does not produce anything – it comprises machines manufactured so as to modify human behaviour. That’s what Amazon’s Alexa or Google’s Assistant or Apple’s Siri is: It is a produced means of behavioural modification. It is a machine, a piece of capital, which we train to train us to train it to determine that which we want. And, once we want it, the same networked machine sells it to us, directly, bypassing markets. As if that were not enough, the same machinery succeeds in making us sustain the enormous behavioural modification machine network to which it belongs with our free voluntary labour. We are sustaining it as we post reviews, rate products, upload videos, rants, photos - we help reproduce cloud capital without getting a penny for our labour. In essence, it has turned us into its cloud serfs! Meanwhile, in the factories and the warehouses, where waged proletarians work under increasingly precarious conditions, the same algorithms that modify our behaviour and sell products to us directly – those algorithms are deployed, usually by digital devices tied to the workers’ wrists, to make proletarians, workers in the warehouses, in the factories work faster, to direct and to monitor them in real time. I started by saying that wherever we turn, we stumble on the triumph of capital. But it is cloud capital that is the real winner. It is amazing how it performs, at once, five roles that used to be beyond capital’s capacities: Cloud capital grabs our attention. It manufactures our desires. It sells to us, directly, outside any traditional markets, that which is going to satiate the desires it made us have. It drives proletarian labour inside the workplaces. And it elicits massive free labour from us, its cloud-serfs. Is it surprising that the owners of this cloud capital – let’s call them cloudalists – have a hitherto undreamt power to extract? To extract gargantuan surplus value from proletarians; untold quantities of free labour from almost everyone; and mind-numbing cloud rents from vassal capitalists – from sellers? Is it a wonder that they are vastly more powerful than Henry Ford or Rupert Murdoch could ever be? “Hang on”, I hear you say. “Is Jeff Bezos really different to Henry Ford? Aren’t they all a species of monopoly capitalists? Monopolists?” No, is not a monopolistic capitalist enterprise. The moment you enter you have exited capitalism altogether! Sure enough, the place is teaming with buyers and sellers. So, yes, it is an enormous trading platform but, no, a market it certainly is not! One man called Jeff owns everything. But he is much, much more than a mere monopolist. Jeff doesn’t own the factories that produce the stuff sold on his platform by traditional capitalists who have to use it to ply their trade. What he does own is more important: Jeff owns the algorithm that decides which products you see and which you don’t – the very algorithm that you have trained to know you perfectly so that it matches youwith a seller, whom it also knows perfectly well, with a view to maximising the probability that every such match, transaction, will generate, for Jeff, the highest rent that Jeff can charge the seller for what you buy: up to 40% of what you pay is pocketed by Jeff, the cloudalist! The mind rebels at the enormity but also the radical novelty of this kind of exploitation: The same algorithm that we help train in real time to know us inside out - that same algorithm both modifies our preferences and administers the selection and delivery of commodities that will satisfy these preferences. If you and I were to type “electric bicycles” or “binoculars” while in you and I would get totally different recommendations. In a traditional market or shopping mall it would be as if you and I were walking next to each other, our eyes trained in the same direction, the same shop window, but we were to see different things depending on what Jeff’s algorithm wants each one of us to see. Everyone navigating around – except Jeff Bezos of course – everyone in is wandering around in algorithmically constructed isolation as if in a Panopticon where, unable to see each other, we only see Jeff’s all-seeing algorithm or, more accurately, only what his algorithm allows us to see with a view to maximising his cloud rent – which is, of course, today’s version of the ground rent that the feudal lords used to extract from their vassals and their peasants. This is not capitalism. Ladies and gentlemen, welcome to technofeudalism! How did cloud capital kill capitalism? How did it rise up? Who paid for it? Capitalism, lest we forget, had two pillars: markets and profit. Of course, markets and profit remain ubiquitous. Nevertheless, cloud capital has evicted both markets and profit from the centre of our socioeconomic system, pushing them out to its margins, and replacing them: Markets, the medium of capitalism, have been replaced by cloud fiefs – digital trading platforms like or Alibaba which, as we saw, look like, but are not, markets. And Profit? The fuel of capitalism? Well, that has been replaced by its feudal predecessor: rent. But, specifically, a new form of rent, a cloud rent that must be paid for access to those cloud fiefs or digital platforms. But how did cloud capital emerge?It began life in the late 1990s when the original Internet, which was a Commons – it functioned as a capitalism-free-zone – that original Internet, Internet 1.0 if you want, was privatised by the emergent Big Tech. Who paid for the trillions it cost to manufacture and to accumulate cloud capital so quickly in the hands of so very few cloudalists? The startling answer is: The G7 countries’ central banks, mostly! How did that happen? Well, by accident, or – to be more precise – by… crisis! After the financial sector collapse of 2008, our central bankers printed up to $35 trillion to bail out the bankers at a time when the governments were subjecting our peoples to harsh austerity. Capitalists were clever enough to foresee that the many would be too impecunious to buy their stuff. So, instead of investing, they took the central bank money to the stock exchange and the bond markets, where they bought shares, bonds – along with yachts, art, bitcoin, NFTs any ‘asset’ they could lay their hands on. The only capitalists who actually invested in capital were Big Tech owners. For example, 9 out of every 10 dollars that went into creating Facebook came from these central bank monies! That’s how cloud capital was financed and how the cloudalists became our new ruling class. As a result, real power today resides not with the owners of machinery, buildings, railway and phone networks, industrial robots. These old-fashioned, terrestrial capitalists continue to extract surplus value from waged labour, but they are no longer in charge, as they used to be. They have become vassals in relation to the owners of cloud capital, of the cloudalists. As for the rest of us, we have returned to our former status as serfs, contributing to the wealth and power of the new ruling class with our unpaid labour — in addition to the waged labour we perform, when we get the chance to do it. But surely, someone will say, this is still capitalism, isn’t it? So, you are still unconvinced? I know, it is hard to part with the term, with the word, capitalism. It is not just liberals who think of capitalism like fish think of the water they swim in – as natural. Socialists too need to feel that our purpose in life, the reason we landed on this Earth, is to overthrow capitalism. The news that I bring that capital beat us to it, and now we have something worse in capitalism’s place, that news is hard to accept. Indeed, it is mostly my fellow-travelling leftist friends who try to dissuade me – to convince me that, yes, cloud capital may be important but “this is still capitalism mate”. Let’s call it rentier capitalism or monopoly capitalism, they suggest. But that simply will not do! Cloud rent is not like ground rent, because it requires massive investment in new tech. And it is not monopoly rent either, because Bezos and Zuckerberg, instead of monopolising markets to sell their manufactures (like Ford and Eddison did), Bezos and Zuckerberg have replaced markets and have no interest in manufacturing anything (unlike Henry Ford and Thomas Eddison). How about surveillance capitalism? Again, no, it won’t do. Cloudalists do not simply use algorithms to brain wash us on behalf of advertisers in an otherwise capitalist setting. No, cloud capital reproduces itself through our free-labour, it directly exploits waged labour, and it squeezes cloud rents from vassal capitalists in trading platforms that are not markets. This is not capitalism folks! Any kind of capitalism. But what about the observation that technofeudalism is parasitic on the capitalist sector within it? Yes, it is true. Were the conventional capitalists to die out, cloudalists would perish, unable to skim off cloud rents from the manufacturers. So what? After capitalism overthrew feudalism, capitalists were also parasitic on landowners, in the sense that, without private land producing food, capitalism would wither. Similarly, now: While the traditional capitalist sector feeds technofeudalism, it is cloud capital and cloud rent that dominate. Does it matter whether we call it technofeudalism or some form of capitalism? At this point, it is important to recall Marx’s maxim that the point is not to interpret but to change the world. So, does it matter if this is still capitalism or whether we call it technofeudalism? I think it does. Recognising that our world has become technofeudal helps us grasp the enormity of what it will take to organise the victims of exorbitant power, the exploited who, now, include not only waged labourers but also the hordes of cloud serfs who are reproducing the very cloud capital that keeps them in a state of deepening precarity. The concept of technofeudalism drives home the point that organising auto-workers and nurses, while still essential, is insufficient. It elucidates what it will take to organise the movements against the fossil fuel cartel when our means of communication are run on cloud capital primed to poison public opinion. It explains how the shift to electric cars caused German deindustrialisation, as profits due to precision mechanical engineering are being replaced by rents extracted by owners of the cloud capital keeping tabs on the drivers’ routes and in-cabin habits. Elon Musk’s decision to buy Twitter suddenly makes a lot more sense. Twitter for Musk is an interface between his mechanical capital stock at Tesla and SpaceX and cloud capital. The New Cold War between the USA and China, especially after the war in Ukraine, is explained as the repercussion of an underlying clash between two technofeudalisms, one whose cloud rents are denominated in dollars the other in yuan. Isn’t it mindboggling? It took mind-bending scientific breakthroughs, fantastical neural networks, and imagination-defying AI programs to accomplish what? To create a world where, while privatisation and private equity asset-strip all physical wealth around us, cloud capital goes about the business of asset-stripping our brains. To own our minds individually, we must own cloud capital collectively. Once we have reclaimed our minds, we can put them collectively to work out a way to create a new cloud capital commons. It will be damned hard. But it’s the only way we can turn our cloud-based artefacts from a produced means of behaviour modification to a produced means of human collaboration and emancipation. Cloud serfs, cloud proles and cloud vassals of the world, unite! We have nothing to lose but our mind-cloud chains! US Edition: UK Edition: Greek Edition:
17:20

A video-text summary of my argument that we now live in the age of TECHNOFEUDALISM (in 16', 2000 words): Wherever we turn, we witness the triumph of capital. Capital has prevailed everywhere: in warehouses, factories, offices, universities, public hospitals, the media – in space but also in the microcosm of genetic engineering. So, how do I dare claim that capitalism has been killed? By whom? The deliciously ironic answer is that capitalism was killed by its own hand… by capital! If I am right, the issue is not what AI will do to us in the future but what has already happened: Capital became so dominant that it mutated into a variant so toxic that, like a stupid virus, it killed off its host, capitalism, replacing it with something far, far worse. This new mutant capital, that killed capitalism, lives in the proverbial cloud – so, let us call it cloud capital. What is cloud capital? What makes it so different? Cloud capital, of course, does not really live up in the cloud. It lives down on Earth, comprising networked machines, server farms, cell towers, software, AI-driven algorithms – and of course it lives on our oceans’ floors where untold miles of optic fibre cables rest. Unlike traditional capital, from fishing rods to the steam-engines of the Industrial Revolution to today’s modern industrial robots that are produced means of production, cloud capital does not produce anything – it comprises machines manufactured so as to modify human behaviour. That’s what Amazon’s Alexa or Google’s Assistant or Apple’s Siri is: It is a produced means of behavioural modification. It is a machine, a piece of capital, which we train to train us to train it to determine that which we want. And, once we want it, the same networked machine sells it to us, directly, bypassing markets. As if that were not enough, the same machinery succeeds in making us sustain the enormous behavioural modification machine network to which it belongs with our free voluntary labour. We are sustaining it as we post reviews, rate products, upload videos, rants, photos - we help reproduce cloud capital without getting a penny for our labour. In essence, it has turned us into its cloud serfs! Meanwhile, in the factories and the warehouses, where waged proletarians work under increasingly precarious conditions, the same algorithms that modify our behaviour and sell products to us directly – those algorithms are deployed, usually by digital devices tied to the workers’ wrists, to make proletarians, workers in the warehouses, in the factories work faster, to direct and to monitor them in real time. I started by saying that wherever we turn, we stumble on the triumph of capital. But it is cloud capital that is the real winner. It is amazing how it performs, at once, five roles that used to be beyond capital’s capacities: Cloud capital grabs our attention. It manufactures our desires. It sells to us, directly, outside any traditional markets, that which is going to satiate the desires it made us have. It drives proletarian labour inside the workplaces. And it elicits massive free labour from us, its cloud-serfs. Is it surprising that the owners of this cloud capital – let’s call them cloudalists – have a hitherto undreamt power to extract? To extract gargantuan surplus value from proletarians; untold quantities of free labour from almost everyone; and mind-numbing cloud rents from vassal capitalists – from sellers? Is it a wonder that they are vastly more powerful than Henry Ford or Rupert Murdoch could ever be? “Hang on”, I hear you say. “Is Jeff Bezos really different to Henry Ford? Aren’t they all a species of monopoly capitalists? Monopolists?” No, is not a monopolistic capitalist enterprise. The moment you enter you have exited capitalism altogether! Sure enough, the place is teaming with buyers and sellers. So, yes, it is an enormous trading platform but, no, a market it certainly is not! One man called Jeff owns everything. But he is much, much more than a mere monopolist. Jeff doesn’t own the factories that produce the stuff sold on his platform by traditional capitalists who have to use it to ply their trade. What he does own is more important: Jeff owns the algorithm that decides which products you see and which you don’t – the very algorithm that you have trained to know you perfectly so that it matches youwith a seller, whom it also knows perfectly well, with a view to maximising the probability that every such match, transaction, will generate, for Jeff, the highest rent that Jeff can charge the seller for what you buy: up to 40% of what you pay is pocketed by Jeff, the cloudalist! The mind rebels at the enormity but also the radical novelty of this kind of exploitation: The same algorithm that we help train in real time to know us inside out - that same algorithm both modifies our preferences and administers the selection and delivery of commodities that will satisfy these preferences. If you and I were to type “electric bicycles” or “binoculars” while in you and I would get totally different recommendations. In a traditional market or shopping mall it would be as if you and I were walking next to each other, our eyes trained in the same direction, the same shop window, but we were to see different things depending on what Jeff’s algorithm wants each one of us to see. Everyone navigating around – except Jeff Bezos of course – everyone in is wandering around in algorithmically constructed isolation as if in a Panopticon where, unable to see each other, we only see Jeff’s all-seeing algorithm or, more accurately, only what his algorithm allows us to see with a view to maximising his cloud rent – which is, of course, today’s version of the ground rent that the feudal lords used to extract from their vassals and their peasants. This is not capitalism. Ladies and gentlemen, welcome to technofeudalism! How did cloud capital kill capitalism? How did it rise up? Who paid for it? Capitalism, lest we forget, had two pillars: markets and profit. Of course, markets and profit remain ubiquitous. Nevertheless, cloud capital has evicted both markets and profit from the centre of our socioeconomic system, pushing them out to its margins, and replacing them: Markets, the medium of capitalism, have been replaced by cloud fiefs – digital trading platforms like or Alibaba which, as we saw, look like, but are not, markets. And Profit? The fuel of capitalism? Well, that has been replaced by its feudal predecessor: rent. But, specifically, a new form of rent, a cloud rent that must be paid for access to those cloud fiefs or digital platforms. But how did cloud capital emerge?It began life in the late 1990s when the original Internet, which was a Commons – it functioned as a capitalism-free-zone – that original Internet, Internet 1.0 if you want, was privatised by the emergent Big Tech. Who paid for the trillions it cost to manufacture and to accumulate cloud capital so quickly in the hands of so very few cloudalists? The startling answer is: The G7 countries’ central banks, mostly! How did that happen? Well, by accident, or – to be more precise – by… crisis! After the financial sector collapse of 2008, our central bankers printed up to $35 trillion to bail out the bankers at a time when the governments were subjecting our peoples to harsh austerity. Capitalists were clever enough to foresee that the many would be too impecunious to buy their stuff. So, instead of investing, they took the central bank money to the stock exchange and the bond markets, where they bought shares, bonds – along with yachts, art, bitcoin, NFTs any ‘asset’ they could lay their hands on. The only capitalists who actually invested in capital were Big Tech owners. For example, 9 out of every 10 dollars that went into creating Facebook came from these central bank monies! That’s how cloud capital was financed and how the cloudalists became our new ruling class. As a result, real power today resides not with the owners of machinery, buildings, railway and phone networks, industrial robots. These old-fashioned, terrestrial capitalists continue to extract surplus value from waged labour, but they are no longer in charge, as they used to be. They have become vassals in relation to the owners of cloud capital, of the cloudalists. As for the rest of us, we have returned to our former status as serfs, contributing to the wealth and power of the new ruling class with our unpaid labour — in addition to the waged labour we perform, when we get the chance to do it. But surely, someone will say, this is still capitalism, isn’t it? So, you are still unconvinced? I know, it is hard to part with the term, with the word, capitalism. It is not just liberals who think of capitalism like fish think of the water they swim in – as natural. Socialists too need to feel that our purpose in life, the reason we landed on this Earth, is to overthrow capitalism. The news that I bring that capital beat us to it, and now we have something worse in capitalism’s place, that news is hard to accept. Indeed, it is mostly my fellow-travelling leftist friends who try to dissuade me – to convince me that, yes, cloud capital may be important but “this is still capitalism mate”. Let’s call it rentier capitalism or monopoly capitalism, they suggest. But that simply will not do! Cloud rent is not like ground rent, because it requires massive investment in new tech. And it is not monopoly rent either, because Bezos and Zuckerberg, instead of monopolising markets to sell their manufactures (like Ford and Eddison did), Bezos and Zuckerberg have replaced markets and have no interest in manufacturing anything (unlike Henry Ford and Thomas Eddison). How about surveillance capitalism? Again, no, it won’t do. Cloudalists do not simply use algorithms to brain wash us on behalf of advertisers in an otherwise capitalist setting. No, cloud capital reproduces itself through our free-labour, it directly exploits waged labour, and it squeezes cloud rents from vassal capitalists in trading platforms that are not markets. This is not capitalism folks! Any kind of capitalism. But what about the observation that technofeudalism is parasitic on the capitalist sector within it? Yes, it is true. Were the conventional capitalists to die out, cloudalists would perish, unable to skim off cloud rents from the manufacturers. So what? After capitalism overthrew feudalism, capitalists were also parasitic on landowners, in the sense that, without private land producing food, capitalism would wither. Similarly, now: While the traditional capitalist sector feeds technofeudalism, it is cloud capital and cloud rent that dominate. Does it matter whether we call it technofeudalism or some form of capitalism? At this point, it is important to recall Marx’s maxim that the point is not to interpret but to change the world. So, does it matter if this is still capitalism or whether we call it technofeudalism? I think it does. Recognising that our world has become technofeudal helps us grasp the enormity of what it will take to organise the victims of exorbitant power, the exploited who, now, include not only waged labourers but also the hordes of cloud serfs who are reproducing the very cloud capital that keeps them in a state of deepening precarity. The concept of technofeudalism drives home the point that organising auto-workers and nurses, while still essential, is insufficient. It elucidates what it will take to organise the movements against the fossil fuel cartel when our means of communication are run on cloud capital primed to poison public opinion. It explains how the shift to electric cars caused German deindustrialisation, as profits due to precision mechanical engineering are being replaced by rents extracted by owners of the cloud capital keeping tabs on the drivers’ routes and in-cabin habits. Elon Musk’s decision to buy Twitter suddenly makes a lot more sense. Twitter for Musk is an interface between his mechanical capital stock at Tesla and SpaceX and cloud capital. The New Cold War between the USA and China, especially after the war in Ukraine, is explained as the repercussion of an underlying clash between two technofeudalisms, one whose cloud rents are denominated in dollars the other in yuan. Isn’t it mindboggling? It took mind-bending scientific breakthroughs, fantastical neural networks, and imagination-defying AI programs to accomplish what? To create a world where, while privatisation and private equity asset-strip all physical wealth around us, cloud capital goes about the business of asset-stripping our brains. To own our minds individually, we must own cloud capital collectively. Once we have reclaimed our minds, we can put them collectively to work out a way to create a new cloud capital commons. It will be damned hard. But it’s the only way we can turn our cloud-based artefacts from a produced means of behaviour modification to a produced means of human collaboration and emancipation. Cloud serfs, cloud proles and cloud vassals of the world, unite! We have nothing to lose but our mind-cloud chains! US Edition: UK Edition: Greek Edition:

Yanis Varoufakis

1,817,109 views • 2 years ago

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you. Let me walk you through why this IPO is built to separate retail investors from their money: SpaceX has NEVER turned a profit and lost close to $5 billion last year. At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x. 30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right. But listen closely, because the valuation is not even the real story. The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price. Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more. The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week. Now watch what happens next, because this is the part they ain't explaining to you: The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it. In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report. Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October. Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time. Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%. All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%. This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out? Early holders are already loading up on puts to lock in what they have. First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high. When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account. And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion. Serious fair value work lands around $30 a share. Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print. I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative. Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it. SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR. This is the most grossly overpriced stock at scale that I have ever seen.
2:11

The largest IPO in history is also shaping up to be the largest exit liquidity operation in history SpaceX went public at more than 90x revenue, and the insiders who bought in at a fraction of today's price are about to start selling their shares to you. Let me walk you through why this IPO is built to separate retail investors from their money: SpaceX has NEVER turned a profit and lost close to $5 billion last year. At the offering you were paying more than 90x revenue and at the peak the market briefly valued it near 140x. 30 years ago the head of Sun Microsystems explained in detail why paying even 10x revenue almost always ends in tears, and he was right. But listen closely, because the valuation is not even the real story. The scarcity is what CREATED this valuation in the first place, and the calendar that kills the scarcity is what kills the price. Less than 5% of SpaceX shares were actually available to trade at the IPO. Then the index committees REWROTE their own rules to fast track the stock into the Nasdaq 100 just 15 trading days after listing, which forced every passive fund and index ETF in the country to buy at the exact moment the float was at its tightest. The Nasdaq inclusion alone forced an estimated $4.3 billion of buying, and the Russell reweighting added roughly $3 billion more. The supply was minuscule and the buying was mandatory. That's a manufactured squeeze, and it is why the stock went above $225 in its first week. Now watch what happens next, because this is the part they ain't explaining to you: The lockup was staggered on purpose, and the entire schedule is sitting in the prospectus for anyone who bothers to read it. In early August, right after Q2 earnings, 20% of the locked shares come free. Another 10% unlocks early if the stock trades 30% above the $135 IPO price going into the report. Then tranches of 7% hit the market at 70, 90, 105, 120 and 135 days after the IPO, which means fresh insider supply lands roughly every 2 to 3 weeks from late August through late October. Q3 earnings triggers the single biggest release of all, another 28%, roughly 1.3 billion shares. On December 8 the 180 day lockup expires entirely. And on June 12, 2027 comes the final wave, when Musk's own 6.4 billion shares, 42% of the whole company, become sellable for the first time. Add it all up and insiders could be free to sell as much as 44% of the company by early September, which would balloon the tradable float by roughly 900%. All of that supply lands on a stock the company deliberately packed with retail, because SpaceX reserved close to 30% of the offering for individual investors vs the usual 10%. This deal created over 4,400 paper millionaires inside the company. You think none of them are looking to cash out? Early holders are already loading up on puts to lock in what they have. First they keep the float tiny. Then they let the index rules force the world to buy at the top. Then they release a flood of insider stock into a crowd of retail buyers who were handed the shares up high. When the price finally breaks the offering level, the people who got in years ago at pennies on today's dollar will hit the bid, and the exit liquidity is your retirement account. And what are you actually left holding? Strip away the science fiction and the only business inside SpaceX that reliably earns money is Starlink, which produced $1.2 billion of operating income last quarter. A wonderful business worth hundreds of billions on its best day. NOT $2 trillion. Serious fair value work lands around $30 a share. Nobody has been a bigger bear on this deal than me. I called it out the moment it started trading, and it is already playing out on schedule as the shares have given back the entire squeeze and slipped below their opening print. I was Peter Lynch's auto analyst back in 1981 and I have watched every disaster since, and I am telling you this is one of the great wealth transfers of my lifetime packed into a fancy narrative. Tesla was the biggest misallocation of capital in the history of stock markets. SpaceX may have just surpassed it. SPCX goes straight onto my short list, and the beauty of this setup is that the catalyst is not a guess or something, it is literally a PUBLISHED CALENDAR. This is the most grossly overpriced stock at scale that I have ever seen.

George Noble

349,691 views • 1 month ago

THE JOHANNESBURG PROPERTY COMPANY’S GRACE AND FAVOUR LAND DEALS In the final instalment of my series on the foreign takeover of what was once an upscale, leafy suburb neighbouring the affluent Bedfordview enclave in the East Rand and Kensington in Johannesburg, we can now more openly explore the potential corruption linked to Helen, the CEO of the Johannesburg Property Company, and the suspiciously low-priced fire sales of valuable city-owned land in Johannesburg. One likely explanation involves the extent to which these and other properties have been offloaded under dubious circumstances, when they should never have been sold at all. A recurring theme is the acquisition of properties that serve as key transport hubs. The suspicion is that the entities behind these purchases, including the Erf 133 properties, are biding their time, expecting Johannesburg will eventually be forced to buy them back—at vastly inflated prices. This is exactly what's unfolding with the Jabulani Property and Calgro M3. A small portion of the Erf that was initially sold for just R1.00 is now allegedly being sold back to the council for R45 million. Similarly, the Chinese owners of the Bruma property, who recently evicted the taxis using the land—with no alternative location for the taxi rank—are now lying in wait for the City of Johannesburg to make them an offer they can't refuse. It is important to understand that Johannesburg Property Company does not have the authority to dispose of land at will and that rules do apply, even to Helen Botes. The authority under which Johannesburg may dispose of land derives from its supply chain management policies; in particular, its “Supply Chain Management Policy: Land” (“SCMP:L”). This is under the auspices of the Local Government: Municipal Finance Management Act, 2003 (the “MFM Act”) The copy of the SCMP:L, which I have been able to locate, is, in fact, unsigned, so its authenticity needs to be established. However, the City of Johannesburg must supply an authentic copy, valid as at the relevant dates (from 2010 onwards). Assuming that my copy is authentic, the following is of relevance: 1. The thrust of the SCPM:L is to ensure that the Johannesburg land is disposed of in a fair and transparent manner. 2. “Available vacant land” is defined in the SCMP:L as “land not necessary to provide minimum municipal services, including but not limited to gardens, parks and similar facilities…..” 3. Section 7 (2) (a), which provides that the accounting officer (the Municipal Manager of Johannesburg) may not delegate his or her power and duty to make an award exceeding R 10 million; 4. Section 12 (1) (b), which states that the alienation strategy should “ensure that irreplaceable land is not lost to COJ (City of Johannesburg) or the public, taking into consideration the principle that COJ land should not be sold, but should rather be made available for use or development purposes by means of long-term and short-term leases;” All of this, of course, hinges on the condition that the land actually generates revenue for Johannesburg, rather than being handed out in grace-and-favour deals to foreign investors. With the taxi rank now forced to use the main road through Bruma for parking, creating a significant traffic issue, and as complaints continue to pour in about the taxis clogging the road, the theory gains traction: it’s only a matter of time before the City of Johannesburg will have to approach the Chinese owners and buy back the land to accommodate the planned transport hub in the area. I reached out to the Johannesburg Property Company for details and comments regarding the alienation of Erf 133 in Bruma. Specifically, I asked whether the City of Johannesburg had indeed been paid for the land, requested evidence of the payment, and inquired about the total amount received and any outstanding balances.... 1/2
0:32

THE JOHANNESBURG PROPERTY COMPANY’S GRACE AND FAVOUR LAND DEALS In the final instalment of my series on the foreign takeover of what was once an upscale, leafy suburb neighbouring the affluent Bedfordview enclave in the East Rand and Kensington in Johannesburg, we can now more openly explore the potential corruption linked to Helen, the CEO of the Johannesburg Property Company, and the suspiciously low-priced fire sales of valuable city-owned land in Johannesburg. One likely explanation involves the extent to which these and other properties have been offloaded under dubious circumstances, when they should never have been sold at all. A recurring theme is the acquisition of properties that serve as key transport hubs. The suspicion is that the entities behind these purchases, including the Erf 133 properties, are biding their time, expecting Johannesburg will eventually be forced to buy them back—at vastly inflated prices. This is exactly what's unfolding with the Jabulani Property and Calgro M3. A small portion of the Erf that was initially sold for just R1.00 is now allegedly being sold back to the council for R45 million. Similarly, the Chinese owners of the Bruma property, who recently evicted the taxis using the land—with no alternative location for the taxi rank—are now lying in wait for the City of Johannesburg to make them an offer they can't refuse. It is important to understand that Johannesburg Property Company does not have the authority to dispose of land at will and that rules do apply, even to Helen Botes. The authority under which Johannesburg may dispose of land derives from its supply chain management policies; in particular, its “Supply Chain Management Policy: Land” (“SCMP:L”). This is under the auspices of the Local Government: Municipal Finance Management Act, 2003 (the “MFM Act”) The copy of the SCMP:L, which I have been able to locate, is, in fact, unsigned, so its authenticity needs to be established. However, the City of Johannesburg must supply an authentic copy, valid as at the relevant dates (from 2010 onwards). Assuming that my copy is authentic, the following is of relevance: 1. The thrust of the SCPM:L is to ensure that the Johannesburg land is disposed of in a fair and transparent manner. 2. “Available vacant land” is defined in the SCMP:L as “land not necessary to provide minimum municipal services, including but not limited to gardens, parks and similar facilities…..” 3. Section 7 (2) (a), which provides that the accounting officer (the Municipal Manager of Johannesburg) may not delegate his or her power and duty to make an award exceeding R 10 million; 4. Section 12 (1) (b), which states that the alienation strategy should “ensure that irreplaceable land is not lost to COJ (City of Johannesburg) or the public, taking into consideration the principle that COJ land should not be sold, but should rather be made available for use or development purposes by means of long-term and short-term leases;” All of this, of course, hinges on the condition that the land actually generates revenue for Johannesburg, rather than being handed out in grace-and-favour deals to foreign investors. With the taxi rank now forced to use the main road through Bruma for parking, creating a significant traffic issue, and as complaints continue to pour in about the taxis clogging the road, the theory gains traction: it’s only a matter of time before the City of Johannesburg will have to approach the Chinese owners and buy back the land to accommodate the planned transport hub in the area. I reached out to the Johannesburg Property Company for details and comments regarding the alienation of Erf 133 in Bruma. Specifically, I asked whether the City of Johannesburg had indeed been paid for the land, requested evidence of the payment, and inquired about the total amount received and any outstanding balances.... 1/2

Nicole Barlow

65,492 views • 2 years ago

🚨 WARNING: THE SPACEX IPO IS THE BIGGEST TRAP OF 2026 Read this post carefully before buying SpaceX shares In 4 days, $SPCX will debut on Nasdaq The biggest IPO in history, with a valuation of around $1.8 trillion You may have noticed that demand has already exceeded $150 billion, while the public float is only 4-5% And I wouldn't rule out the possibility that the stock could easily jump 20-50% in the first days or weeks purely because of FOMO and the limited share supply But after that, the picture could change dramatically! 1. SpaceX didn't use the standard 180-day lock-up Instead, the S-1 includes a phased unlock schedule Insiders, employees, and early investors will be able to sell shares in stages starting in August: - August 21 (70 days) - +7% - September 10 (90 days) - +7% - September 25 (105 days) - +7% - October 10 (120 days) - +7% - October 25 (135 days) - +7% 2. On top of that, they removed the profitability requirement and are adding SpaceX to major indexes just 5 days after the IPO, while the usual waiting period is 90 days That forces 401(k) pension funds and passive index funds to buy SpaceX shares at inflated IPO prices and keep holding them throughout any decline 3. On top of that, there are major share releases after the Q2 earnings report (August) and Q3 earnings report (November) If the stock is trading 30% above the IPO price after Q2, a performance bonus will kick in and another +10% will be unlocked This staggered selling structure reduces the chance of one massive crash, but it creates several waves of selling pressure between August and November For comparison: when Meta went public in 2012 (one of the top 3 largest IPO in U.S. history, with a $104 billion valuation) The stock fell more than 60% within a few months after the IPO due to lock-up expirations and market concerns about its ability to monetize its business And there's one very important thing you need to remember! 4. The company is still unprofitable, posting roughly a $4.9 billion net loss in 2025 Passive funds (Nasdaq-100) will become forced buyers, but at the first sign of bad news they'll become forced sellers That's why I'm warning you not to become exit liquidity for insiders and VCs who have already made huge money from private funding rounds In the short term, the IPO looks very attractive for traders who know how to speculate But if you're planning to hold, you need to clearly understand this: August through November could bring serious volatility and a major correction I've said this before, and the cycle is still playing out exactly according to plan Turn on notifications and drop your thoughts below The next phase is gonna be very important
0:45

🚨 WARNING: THE SPACEX IPO IS THE BIGGEST TRAP OF 2026 Read this post carefully before buying SpaceX shares In 4 days, $SPCX will debut on Nasdaq The biggest IPO in history, with a valuation of around $1.8 trillion You may have noticed that demand has already exceeded $150 billion, while the public float is only 4-5% And I wouldn't rule out the possibility that the stock could easily jump 20-50% in the first days or weeks purely because of FOMO and the limited share supply But after that, the picture could change dramatically! 1. SpaceX didn't use the standard 180-day lock-up Instead, the S-1 includes a phased unlock schedule Insiders, employees, and early investors will be able to sell shares in stages starting in August: - August 21 (70 days) - +7% - September 10 (90 days) - +7% - September 25 (105 days) - +7% - October 10 (120 days) - +7% - October 25 (135 days) - +7% 2. On top of that, they removed the profitability requirement and are adding SpaceX to major indexes just 5 days after the IPO, while the usual waiting period is 90 days That forces 401(k) pension funds and passive index funds to buy SpaceX shares at inflated IPO prices and keep holding them throughout any decline 3. On top of that, there are major share releases after the Q2 earnings report (August) and Q3 earnings report (November) If the stock is trading 30% above the IPO price after Q2, a performance bonus will kick in and another +10% will be unlocked This staggered selling structure reduces the chance of one massive crash, but it creates several waves of selling pressure between August and November For comparison: when Meta went public in 2012 (one of the top 3 largest IPO in U.S. history, with a $104 billion valuation) The stock fell more than 60% within a few months after the IPO due to lock-up expirations and market concerns about its ability to monetize its business And there's one very important thing you need to remember! 4. The company is still unprofitable, posting roughly a $4.9 billion net loss in 2025 Passive funds (Nasdaq-100) will become forced buyers, but at the first sign of bad news they'll become forced sellers That's why I'm warning you not to become exit liquidity for insiders and VCs who have already made huge money from private funding rounds In the short term, the IPO looks very attractive for traders who know how to speculate But if you're planning to hold, you need to clearly understand this: August through November could bring serious volatility and a major correction I've said this before, and the cycle is still playing out exactly according to plan Turn on notifications and drop your thoughts below The next phase is gonna be very important

Leni

202,426 views • 2 months ago

🚨SILVER IS REPEATING THE 2011-2013 CRASH SCENARIO I've seen this before, and I don't like how it ends Since January 2026, silver has dropped around 48% from its all-time high of $121.6/oz, making January and February some of the worst months since 2011 The scenario is repeating almost perfectly: Rally → ATH → Hawkish Fed → ETF outflows → Loss of momentum → Deep Correction 1. After the ATH, profit-taking accelerated Just like in 2011, silver rallied for years on inflation fears, geopolitical tensions, and expectations of a structural supply deficit But after the peak, the momentum started to fade 2. The Fed is once again the main source of pressure Kevin Warsh's hawkish stance and expectations of tighter monetary policy are strengthening the dollar and pushing real yields higher - a bearish scenario for silver With money rotating from commodities into equities as the U.S. economy stays resilient, silver tends to underperform gold 3. Safe-haven demand is fading If tensions around Iran, the Middle East, or other geopolitical conflicts continue to ease, the safe-haven premium will keep shrinking Money will start flowing back into risk assets again 4. ETF outflows and speculative positions are unwinding During the 2026 correction, silver ETF saw noticeable outflows as investors reduced exposure and risk appetite faded Historically a sign of changing market sentiment 5. Margin requirements and leverage Back in 2011, CME margin hikes were one of the main catalysts behind the crash Today's market once again looks dominated by speculation after a parabolic rally 6. Fundamentally, silver is stronger than in 2011 due to a structural supply deficit and rising industrial demand However, the speculative and investment side of the market is behaving almost the same way it did in 2011 And unlike gold, silver doesn't benefit much from central bank buying, since central banks mainly accumulate gold, not silver If the 2011-2013 analogy keeps playing out: The current decline may not be the end of the correction A move down to the $50-55 range is possible, and in a more bearish scenario, silver could even fall toward $40+ over the next 6-18 months before industrial demand and supply deficits take control again I've said this before, and everything is still playing out exactly according to plan Turn on notifications. If you're not following me yet, you might realize later that it was a mistake because I warned you Bookmark this. The next phase is gonna be very important
0:32

🚨SILVER IS REPEATING THE 2011-2013 CRASH SCENARIO I've seen this before, and I don't like how it ends Since January 2026, silver has dropped around 48% from its all-time high of $121.6/oz, making January and February some of the worst months since 2011 The scenario is repeating almost perfectly: Rally → ATH → Hawkish Fed → ETF outflows → Loss of momentum → Deep Correction 1. After the ATH, profit-taking accelerated Just like in 2011, silver rallied for years on inflation fears, geopolitical tensions, and expectations of a structural supply deficit But after the peak, the momentum started to fade 2. The Fed is once again the main source of pressure Kevin Warsh's hawkish stance and expectations of tighter monetary policy are strengthening the dollar and pushing real yields higher - a bearish scenario for silver With money rotating from commodities into equities as the U.S. economy stays resilient, silver tends to underperform gold 3. Safe-haven demand is fading If tensions around Iran, the Middle East, or other geopolitical conflicts continue to ease, the safe-haven premium will keep shrinking Money will start flowing back into risk assets again 4. ETF outflows and speculative positions are unwinding During the 2026 correction, silver ETF saw noticeable outflows as investors reduced exposure and risk appetite faded Historically a sign of changing market sentiment 5. Margin requirements and leverage Back in 2011, CME margin hikes were one of the main catalysts behind the crash Today's market once again looks dominated by speculation after a parabolic rally 6. Fundamentally, silver is stronger than in 2011 due to a structural supply deficit and rising industrial demand However, the speculative and investment side of the market is behaving almost the same way it did in 2011 And unlike gold, silver doesn't benefit much from central bank buying, since central banks mainly accumulate gold, not silver If the 2011-2013 analogy keeps playing out: The current decline may not be the end of the correction A move down to the $50-55 range is possible, and in a more bearish scenario, silver could even fall toward $40+ over the next 6-18 months before industrial demand and supply deficits take control again I've said this before, and everything is still playing out exactly according to plan Turn on notifications. If you're not following me yet, you might realize later that it was a mistake because I warned you Bookmark this. The next phase is gonna be very important

Leni

170,045 views • 2 months ago

🚨 TOMORROW COULD BE THE DAY GLOBAL MARKETS FINALLY SNAP. August 24 could expose a problem Wall Street has spent years pretending doesn’t exist. Japan and China are both pulling away from U.S. Treasuries — while China keeps stacking gold. This isn’t just another bond-market story. It’s a warning that one of the biggest sources of global liquidity is starting to reverse. For decades, Japan kept rates near zero. The yen became the world’s funding currency. Investors borrowed dirt-cheap yen and poured that money into everything: U.S. Treasuries. Stocks. Real estate. Crypto. Trillions of dollars in global assets were built on this trade. Now the foundation is shifting. Japan is dealing with an enormous debt burden, an aging population, massive pension obligations, and years of damage from a weak yen. Higher Japanese yields change the equation. Capital that spent years searching for returns overseas suddenly has a reason to come home. And China is applying pressure from the other side. Chinese holdings of U.S. Treasuries have fallen to roughly $633 BILLION — the lowest level since 2008. At the same time, China continues accumulating gold. The message is impossible to ignore: → Treasuries reduced → Gold accumulated → Foreign demand for U.S. debt weakens → Treasury yields face more pressure And when major foreign holders stop absorbing American debt, someone else has to. If buyers demand higher yields, the consequences spread everywhere. Mortgages get more expensive. Corporate refinancing gets uglier. Government interest costs explode. Liquidity gets tighter. Risk assets get hit. The 30-year Treasury yield recently pushed above 5.3%, reaching territory not seen since 2007. And this is where things can get dangerous FAST. Japan pulls capital home. China diversifies away from Treasuries. Foreign demand weakens. Bond prices fall. Yields rise. Financing costs rise. Liquidity disappears. Then the same leverage that pushed markets higher starts working IN REVERSE. That’s how a bond-market problem becomes a stock-market problem. And then a crypto problem. Most investors will stare at falling prices and ask what happened. By then, it won’t matter. I’ve spent more than 12 years studying these cycles and calling major tops and bottoms before the crowd sees them. PAY ATTENTION TO AUGUST 24. I warned you before. I’ll warn you again before the next major move. Follow and turn notifications on. A lot of people are going to wish they did.
0:33

🚨 TOMORROW COULD BE THE DAY GLOBAL MARKETS FINALLY SNAP. August 24 could expose a problem Wall Street has spent years pretending doesn’t exist. Japan and China are both pulling away from U.S. Treasuries — while China keeps stacking gold. This isn’t just another bond-market story. It’s a warning that one of the biggest sources of global liquidity is starting to reverse. For decades, Japan kept rates near zero. The yen became the world’s funding currency. Investors borrowed dirt-cheap yen and poured that money into everything: U.S. Treasuries. Stocks. Real estate. Crypto. Trillions of dollars in global assets were built on this trade. Now the foundation is shifting. Japan is dealing with an enormous debt burden, an aging population, massive pension obligations, and years of damage from a weak yen. Higher Japanese yields change the equation. Capital that spent years searching for returns overseas suddenly has a reason to come home. And China is applying pressure from the other side. Chinese holdings of U.S. Treasuries have fallen to roughly $633 BILLION — the lowest level since 2008. At the same time, China continues accumulating gold. The message is impossible to ignore: → Treasuries reduced → Gold accumulated → Foreign demand for U.S. debt weakens → Treasury yields face more pressure And when major foreign holders stop absorbing American debt, someone else has to. If buyers demand higher yields, the consequences spread everywhere. Mortgages get more expensive. Corporate refinancing gets uglier. Government interest costs explode. Liquidity gets tighter. Risk assets get hit. The 30-year Treasury yield recently pushed above 5.3%, reaching territory not seen since 2007. And this is where things can get dangerous FAST. Japan pulls capital home. China diversifies away from Treasuries. Foreign demand weakens. Bond prices fall. Yields rise. Financing costs rise. Liquidity disappears. Then the same leverage that pushed markets higher starts working IN REVERSE. That’s how a bond-market problem becomes a stock-market problem. And then a crypto problem. Most investors will stare at falling prices and ask what happened. By then, it won’t matter. I’ve spent more than 12 years studying these cycles and calling major tops and bottoms before the crowd sees them. PAY ATTENTION TO AUGUST 24. I warned you before. I’ll warn you again before the next major move. Follow and turn notifications on. A lot of people are going to wish they did.

Phantom_Defi

24,193 views • 8 days ago

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! → Fed just confirmed rate HIKES. → Iran violated the ceasefire, and the peace deal is CANCELLED. → Japan is DUMPING U.S. Treasuries. → The AI bubble is starting to COLLAPSE. If you hold any assets today, you MUST read this: When markets open next week, this won't be “just another dip.” Stocks will dump. Bonds will dump. Gold and Silver will dump. Bitcoin will collapse. And insiders already know what's coming. They are not buying assets right now. They are reducing exposure and preparing for the biggest sell-off event of the year. At the same time, pressure is intensifying throughout the global financial system. China is continuing to reduce Treasury exposure. Japan's bond market remains under severe pressure, forcing the BOJ into continued support operations. When the world's largest creditors step away from sovereign debt markets simultaneously, liquidity evaporates. → Global bond markets are under extreme stress → Japanese bond yields continue surging higher → Demand for U.S. Treasuries is deteriorating → Liquidity conditions are tightening across markets → Volatility is spreading through every major asset class → Energy markets remain highly unstable → The AI bubble is starting to deflate as equities already weaken → Asset managers are dumping stocks and reducing market exposure This is no longer a localized issue. This is systemic stress building across MULTIPLE sectors simultaneously. And now geopolitical risk has escalated even further. New strikes between the U.S. and Iran have erupted after the ceasefire was violated. That is how energy markets become impossible to control. Oil does not rise slowly. It goes parabolic. Inflation accelerates worldwide. Which means interest rates stay higher for longer. And risk assets? They do not dip. They DUMP HARD. This is exactly how financial chain reactions begin. Because once markets start pricing long-term instability instead of short-term uncertainty, everything changes. Liquidity is already being withdrawn across multiple layers of the financial system. This is no longer about positioning alone - it is about the systemic stress. When one node breaks, it does not stay contained. It collapses EVERYTHING. I have spent decades studying macro cycles, liquidity flows, and systemic market reactions like this. That's how I knew Bitcoin would top out in October 2025 and called the $126K top. When the next move becomes clear, I will share it here first. Follow and turn notifications on. By the time mainstream media starts reporting it, it's already too late.
0:21

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!! → Fed just confirmed rate HIKES. → Iran violated the ceasefire, and the peace deal is CANCELLED. → Japan is DUMPING U.S. Treasuries. → The AI bubble is starting to COLLAPSE. If you hold any assets today, you MUST read this: When markets open next week, this won't be “just another dip.” Stocks will dump. Bonds will dump. Gold and Silver will dump. Bitcoin will collapse. And insiders already know what's coming. They are not buying assets right now. They are reducing exposure and preparing for the biggest sell-off event of the year. At the same time, pressure is intensifying throughout the global financial system. China is continuing to reduce Treasury exposure. Japan's bond market remains under severe pressure, forcing the BOJ into continued support operations. When the world's largest creditors step away from sovereign debt markets simultaneously, liquidity evaporates. → Global bond markets are under extreme stress → Japanese bond yields continue surging higher → Demand for U.S. Treasuries is deteriorating → Liquidity conditions are tightening across markets → Volatility is spreading through every major asset class → Energy markets remain highly unstable → The AI bubble is starting to deflate as equities already weaken → Asset managers are dumping stocks and reducing market exposure This is no longer a localized issue. This is systemic stress building across MULTIPLE sectors simultaneously. And now geopolitical risk has escalated even further. New strikes between the U.S. and Iran have erupted after the ceasefire was violated. That is how energy markets become impossible to control. Oil does not rise slowly. It goes parabolic. Inflation accelerates worldwide. Which means interest rates stay higher for longer. And risk assets? They do not dip. They DUMP HARD. This is exactly how financial chain reactions begin. Because once markets start pricing long-term instability instead of short-term uncertainty, everything changes. Liquidity is already being withdrawn across multiple layers of the financial system. This is no longer about positioning alone - it is about the systemic stress. When one node breaks, it does not stay contained. It collapses EVERYTHING. I have spent decades studying macro cycles, liquidity flows, and systemic market reactions like this. That's how I knew Bitcoin would top out in October 2025 and called the $126K top. When the next move becomes clear, I will share it here first. Follow and turn notifications on. By the time mainstream media starts reporting it, it's already too late.

0xNobler

186,467 views • 2 months ago

IOTA is being born. 🐣 For almost a decade, the IOTA Foundation has been the mother of IOTA. It carried it, protected it, fed it, corrected it, rebuilt it when necessary, and kept it alive long enough to turn a technological intuition into real infrastructure. But no decentralized network is meant to live forever under its mother’s protection. A foundation is not the final form of a public DLT. It is the womb. The incubator. The structure that allows something immature to survive until it is ready to breathe on its own. And that moment is now approaching. With IOTA Rebased, Move at the base layer, staking, validators, real programmability, and now Starfish live on Mainnet through Protocol Version 24, IOTA is no longer a promise guarded by its mother. It is becoming an adult network. Not just a project. Not just a vision. Not just an architecture waiting for its moment. It is public infrastructure for the real world. 🌍 🔹 The IOTA Foundation is now entering its great year of delivery. One year, maybe a year and a half, in which it will have to consume part of its tokens, not as a sign of weakness, but as the final stage of separation. 🔹 Many will read this as bearish. To me, it is exactly the opposite. It is the umbilical cord being cut in front of everyone. 🔹 Because no truly neutral infrastructure can depend forever on a European foundation. Not Africa, not ASEAN, not America, and not any major global trade corridor will fully trust a public DLT if they perceive that one legal entity still holds too much power over it. That is the key. For IOTA to become bigger, the IF has to become smaller. For IOTA to become more neutral, the IF has to stop being the center. For IOTA to become global infrastructure, it has to stop looking like a network protected by its mother and start behaving like a network that belongs to the world. 🌍 During this phase, some validator nodes supported by IF-delegated tokens will disappear. And although some people will misread this, it is part of the natural process. Those nodes were scaffolding. They helped raise the initial structure, gave stability to the launch, and allowed the network to start walking. But the scaffolding is not the building. When the building is ready, the scaffolding comes down. First, only a few independent validators will enter. Then more. Then competition. And eventually, a real economic fight for validator positions inside a network that no longer depends on its mother’s initial protection. That is decentralization entering adulthood. 💎 The IOTA Foundation also has to become independent from IOTA. Its natural path should no longer be to act as the permanent treasury of the network, but to build real products on top of it. That is where TWIN comes in. TWIN can become the major enterprise, institutional and commercial layer built on IOTA. A SaaS layer for global trade, traceability, digital identity, compliance, digital product passports, logistics, customs, exporters, governments and supply chains. 🧬 The IF would then stop being the mother feeding the child and become something much healthier and much more powerful. 🔥 A customer of IOTA. 🔥 A builder on IOTA. 🔥 An operator using neutral infrastructure to deliver real products to the market. 🔥 That is the right model. Bitcoin does not need a foundation to feed it. It does not need a CEO. It does not need a treasury to keep it emotionally alive. Bitcoin simply exists and offers what it is. Scarcity, settlement, monetary resistance and neutrality. IOTA has to do the same in its own territory. Not only as money, but as digital trust infrastructure for trade, data, identity, real-world assets, machines, institutions and entire economies. 🔹 In 2027 or 2028, TWIN could spin out as an autonomous SaaS business, with recurring revenue, institutional clients and the ability to attract real capital rounds. 🔹 Not crypto grants. Not community funding. Real institutional capital. 🔹 If it proves traction, adoption and revenue, we could be talking about Series A or Series B rounds, each in the tens of millions of dollars. And major investors are already keeping one eye on this coming opportunity.👀👀👀👀👀💰💰💰💰💰 Meanwhile, IOTA would become freer and freer. 💎 Free from dependence on its foundation. 💎 Free from a central treasury. 💎 Free from institutions. 💎 Free from founders. 💎 Free from non-decentralized decisions. 💎 Free even from the need for someone to “save” it. A public network does not reach maturity when its mother protects it better, but when it no longer needs protection. That is why this moment is not bearish. It is brutally bullish. The child is ready to leave home. And when a decentralized network leaves home, it stops being a project and starts becoming infrastructure. Bitcoin needed one paper to decentralize money. IOTA has needed a decade to decentralize real-world trust. And maybe the market will take time to understand it, but the most bullish moment in IOTA’s history may be exactly this. Some will see a mother letting go of her child’s hand. Others will see a network finally being born as sovereign, neutral and free infrastructure. To the untrained eye, the truth may look bearish. To the wise, it will look exactly the opposite. Bullish in its purest form. 💎 Born to be decentralize! #IOTA #IF #Move #TWIN #ASEAN #AfCFTA
3:34

IOTA is being born. 🐣 For almost a decade, the IOTA Foundation has been the mother of IOTA. It carried it, protected it, fed it, corrected it, rebuilt it when necessary, and kept it alive long enough to turn a technological intuition into real infrastructure. But no decentralized network is meant to live forever under its mother’s protection. A foundation is not the final form of a public DLT. It is the womb. The incubator. The structure that allows something immature to survive until it is ready to breathe on its own. And that moment is now approaching. With IOTA Rebased, Move at the base layer, staking, validators, real programmability, and now Starfish live on Mainnet through Protocol Version 24, IOTA is no longer a promise guarded by its mother. It is becoming an adult network. Not just a project. Not just a vision. Not just an architecture waiting for its moment. It is public infrastructure for the real world. 🌍 🔹 The IOTA Foundation is now entering its great year of delivery. One year, maybe a year and a half, in which it will have to consume part of its tokens, not as a sign of weakness, but as the final stage of separation. 🔹 Many will read this as bearish. To me, it is exactly the opposite. It is the umbilical cord being cut in front of everyone. 🔹 Because no truly neutral infrastructure can depend forever on a European foundation. Not Africa, not ASEAN, not America, and not any major global trade corridor will fully trust a public DLT if they perceive that one legal entity still holds too much power over it. That is the key. For IOTA to become bigger, the IF has to become smaller. For IOTA to become more neutral, the IF has to stop being the center. For IOTA to become global infrastructure, it has to stop looking like a network protected by its mother and start behaving like a network that belongs to the world. 🌍 During this phase, some validator nodes supported by IF-delegated tokens will disappear. And although some people will misread this, it is part of the natural process. Those nodes were scaffolding. They helped raise the initial structure, gave stability to the launch, and allowed the network to start walking. But the scaffolding is not the building. When the building is ready, the scaffolding comes down. First, only a few independent validators will enter. Then more. Then competition. And eventually, a real economic fight for validator positions inside a network that no longer depends on its mother’s initial protection. That is decentralization entering adulthood. 💎 The IOTA Foundation also has to become independent from IOTA. Its natural path should no longer be to act as the permanent treasury of the network, but to build real products on top of it. That is where TWIN comes in. TWIN can become the major enterprise, institutional and commercial layer built on IOTA. A SaaS layer for global trade, traceability, digital identity, compliance, digital product passports, logistics, customs, exporters, governments and supply chains. 🧬 The IF would then stop being the mother feeding the child and become something much healthier and much more powerful. 🔥 A customer of IOTA. 🔥 A builder on IOTA. 🔥 An operator using neutral infrastructure to deliver real products to the market. 🔥 That is the right model. Bitcoin does not need a foundation to feed it. It does not need a CEO. It does not need a treasury to keep it emotionally alive. Bitcoin simply exists and offers what it is. Scarcity, settlement, monetary resistance and neutrality. IOTA has to do the same in its own territory. Not only as money, but as digital trust infrastructure for trade, data, identity, real-world assets, machines, institutions and entire economies. 🔹 In 2027 or 2028, TWIN could spin out as an autonomous SaaS business, with recurring revenue, institutional clients and the ability to attract real capital rounds. 🔹 Not crypto grants. Not community funding. Real institutional capital. 🔹 If it proves traction, adoption and revenue, we could be talking about Series A or Series B rounds, each in the tens of millions of dollars. And major investors are already keeping one eye on this coming opportunity.👀👀👀👀👀💰💰💰💰💰 Meanwhile, IOTA would become freer and freer. 💎 Free from dependence on its foundation. 💎 Free from a central treasury. 💎 Free from institutions. 💎 Free from founders. 💎 Free from non-decentralized decisions. 💎 Free even from the need for someone to “save” it. A public network does not reach maturity when its mother protects it better, but when it no longer needs protection. That is why this moment is not bearish. It is brutally bullish. The child is ready to leave home. And when a decentralized network leaves home, it stops being a project and starts becoming infrastructure. Bitcoin needed one paper to decentralize money. IOTA has needed a decade to decentralize real-world trust. And maybe the market will take time to understand it, but the most bullish moment in IOTA’s history may be exactly this. Some will see a mother letting go of her child’s hand. Others will see a network finally being born as sovereign, neutral and free infrastructure. To the untrained eye, the truth may look bearish. To the wise, it will look exactly the opposite. Bullish in its purest form. 💎 Born to be decentralize! #IOTA #IF #Move #TWIN #ASEAN #AfCFTA

Salima

20,546 views • 3 months ago

EBS Protocol. Imminent. This will ensure everyone is safely placed in their home, able to witness the historical moment that reveals all truths, cover ups etc. through the E B S which is imminent. * There must be a test and then a review of all occurrences and activities. The possible implications on a National and Global level can be quite complicated so things must be in alignment to the protocols. Yes there are many consequences if things aren’t done with precision and perfection. This is the practice run before the real one folks to see responses and accuracy to what is forthcoming which changes humanity. We hear the schedule is now finally firm, but again I’m just the messenger. Be ready to adjust if needed in regards to possible time changes. Only select few know the moment of exact, precise timing of events. For security and other obvious reasons, must be properly kept private. * The E B S is going to air playing an 8 hour video. It will be replaying 3 times a day for 10 days Communication Darkness. During those 10 Days of Communication Darkness the following things will happen. We will receive 7 “Trumpets “ aka E B S text messages on our phones alerting us to tune into our TV at this time. Our phones will only work for 911 and we are informed the Signal App, which is military encrypted will be available. * Our internet will not work during that time. Our ATM’s will not work. After the 10 days of Communication Darkness, we will connect to a new quantum internet. People are urged to stock up on at least three weeks of food and water. Be prepared with food, water, toilet paper, generators etc. for this great awakening reveal. We are promised the new Star-link Internet System by the end of the month. As we speak the teams coordinating this important historic event are revamping the E.B.S to ensure the utmost security for all involved so remain patient as things get finalized. They want to make certain there are not any interferences of any sort at all. Those making the plan want no one to panic whatsoever because it’s simply the release of the truth. After the E B S and we’ve gone through the 10 days mainstream media blackout and sat through all the 24/7, (eight hours long movies), do we go back to normal like business as usual? Answer is: After E B S and the 8 hours long 24 7, movies all will change. The, life support, attached to the old and evil systems will be pulled. Humanity, and planet Earth simultaneously move to quantum reality consciousness system (Peace and Prosperity). End of Financial and Human consciousness enslavement. Old systems of Government, Education , Finance, Health, Trade and Commerce etc., will all be dismantled and replaced. We will have new currency called the USN US NOTE and gold backed. The time is now to alert as many who will listen. Do not have too much pride. Go warn those you love even though they think you’re crazy. Your goal for others is truly to help absorb the shock of what is coming. Stay updated on these events at 17PLUS with Daily Intel, Truth and Information. A Truth Aggregate site built to connect you with The Plan and Real News!
1:04

EBS Protocol. Imminent. This will ensure everyone is safely placed in their home, able to witness the historical moment that reveals all truths, cover ups etc. through the E B S which is imminent. * There must be a test and then a review of all occurrences and activities. The possible implications on a National and Global level can be quite complicated so things must be in alignment to the protocols. Yes there are many consequences if things aren’t done with precision and perfection. This is the practice run before the real one folks to see responses and accuracy to what is forthcoming which changes humanity. We hear the schedule is now finally firm, but again I’m just the messenger. Be ready to adjust if needed in regards to possible time changes. Only select few know the moment of exact, precise timing of events. For security and other obvious reasons, must be properly kept private. * The E B S is going to air playing an 8 hour video. It will be replaying 3 times a day for 10 days Communication Darkness. During those 10 Days of Communication Darkness the following things will happen. We will receive 7 “Trumpets “ aka E B S text messages on our phones alerting us to tune into our TV at this time. Our phones will only work for 911 and we are informed the Signal App, which is military encrypted will be available. * Our internet will not work during that time. Our ATM’s will not work. After the 10 days of Communication Darkness, we will connect to a new quantum internet. People are urged to stock up on at least three weeks of food and water. Be prepared with food, water, toilet paper, generators etc. for this great awakening reveal. We are promised the new Star-link Internet System by the end of the month. As we speak the teams coordinating this important historic event are revamping the E.B.S to ensure the utmost security for all involved so remain patient as things get finalized. They want to make certain there are not any interferences of any sort at all. Those making the plan want no one to panic whatsoever because it’s simply the release of the truth. After the E B S and we’ve gone through the 10 days mainstream media blackout and sat through all the 24/7, (eight hours long movies), do we go back to normal like business as usual? Answer is: After E B S and the 8 hours long 24 7, movies all will change. The, life support, attached to the old and evil systems will be pulled. Humanity, and planet Earth simultaneously move to quantum reality consciousness system (Peace and Prosperity). End of Financial and Human consciousness enslavement. Old systems of Government, Education , Finance, Health, Trade and Commerce etc., will all be dismantled and replaced. We will have new currency called the USN US NOTE and gold backed. The time is now to alert as many who will listen. Do not have too much pride. Go warn those you love even though they think you’re crazy. Your goal for others is truly to help absorb the shock of what is coming. Stay updated on these events at 17PLUS with Daily Intel, Truth and Information. A Truth Aggregate site built to connect you with The Plan and Real News!

MR. Q-17

35,759 views • 1 month ago

🚨 TOMORROW COULD BE THE WORST DAY OF 2026 FOR MARKETS. You need to understand what’s happening before August 24. Japan and China are both reducing exposure to U.S. Treasuries while China keeps accumulating gold. This is much bigger than one bond trade. For decades, near-zero Japanese rates created one of the biggest carry trades in history: Japan and China are forcing capital back into their countries. And the biggest carry trade in history is now starting to unwind. This is NOT normal. For decades, Japan kept interest rates near zero. That turned the yen into the world's cheapest funding currency. Investors borrowed trillions of yen. Then they poured that money into U.S. Treasuries, stocks, real estate, crypto, and markets around the world. That trade is now breaking apart. Japan is facing soaring government debt. A rapidly aging population. Massive pension obligations. And years of pressure from a weak yen. Now policymakers want that capital back home. And now China is adding another layer of pressure to the U.S. Treasury market. China has been steadily reducing its holdings of U.S. Treasuries. Chinese Treasury holdings just fell to $633 BILLION, the lowest level since 2008. At the same time, China continues to build its gold reserves. → U.S. Treasuries get reduced → Gold holdings increase → Demand for U.S. debt weakens → Pressure on Treasury yields increases Japan and China were both among the major sources of the latest decline in foreign Treasury holdings. And when two of the world's biggest holders reduce their exposure at the same time... Someone else has to absorb that supply. That means higher yields are required to attract buyers. And U.S. bond yields are already surging. The 30-year Treasury yield recently pushed above 5.3%, reaching levels not seen since 2007. The U.S. Treasury is now forced to buy back its own debt because no one else wants it. Read that again. This is the part most people are missing. Japan is pulling capital toward Japan. China is reducing Treasury exposure and increasing its strategic gold position. → Foreign Treasury demand weakens → Treasury prices fall → U.S. bond yields rise → Borrowing costs increase → Liquidity tightens This creates another feedback loop. Higher U.S. yields increase the cost of financing the enormous U.S. government debt load. Higher Japanese yields make Japanese assets more attractive. And China's continued diversification adds another structural source of pressure to the Treasury market. Pay attention. Most people won't understand why markets are collapsing until it's already happening. I’ve studied markets for over 12 years and called nearly every major top and bottom. If you want to survive the 2026 cycle, follow and turn notifications on. I warned you before. And I'll warn you again soon. A lot of people will wish they paid attention earlier.
0:20

🚨 TOMORROW COULD BE THE WORST DAY OF 2026 FOR MARKETS. You need to understand what’s happening before August 24. Japan and China are both reducing exposure to U.S. Treasuries while China keeps accumulating gold. This is much bigger than one bond trade. For decades, near-zero Japanese rates created one of the biggest carry trades in history: Japan and China are forcing capital back into their countries. And the biggest carry trade in history is now starting to unwind. This is NOT normal. For decades, Japan kept interest rates near zero. That turned the yen into the world's cheapest funding currency. Investors borrowed trillions of yen. Then they poured that money into U.S. Treasuries, stocks, real estate, crypto, and markets around the world. That trade is now breaking apart. Japan is facing soaring government debt. A rapidly aging population. Massive pension obligations. And years of pressure from a weak yen. Now policymakers want that capital back home. And now China is adding another layer of pressure to the U.S. Treasury market. China has been steadily reducing its holdings of U.S. Treasuries. Chinese Treasury holdings just fell to $633 BILLION, the lowest level since 2008. At the same time, China continues to build its gold reserves. → U.S. Treasuries get reduced → Gold holdings increase → Demand for U.S. debt weakens → Pressure on Treasury yields increases Japan and China were both among the major sources of the latest decline in foreign Treasury holdings. And when two of the world's biggest holders reduce their exposure at the same time... Someone else has to absorb that supply. That means higher yields are required to attract buyers. And U.S. bond yields are already surging. The 30-year Treasury yield recently pushed above 5.3%, reaching levels not seen since 2007. The U.S. Treasury is now forced to buy back its own debt because no one else wants it. Read that again. This is the part most people are missing. Japan is pulling capital toward Japan. China is reducing Treasury exposure and increasing its strategic gold position. → Foreign Treasury demand weakens → Treasury prices fall → U.S. bond yields rise → Borrowing costs increase → Liquidity tightens This creates another feedback loop. Higher U.S. yields increase the cost of financing the enormous U.S. government debt load. Higher Japanese yields make Japanese assets more attractive. And China's continued diversification adds another structural source of pressure to the Treasury market. Pay attention. Most people won't understand why markets are collapsing until it's already happening. I’ve studied markets for over 12 years and called nearly every major top and bottom. If you want to survive the 2026 cycle, follow and turn notifications on. I warned you before. And I'll warn you again soon. A lot of people will wish they paid attention earlier.

DANNY

187,057 views • 8 days ago