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Nemonium Island
Joined February 2021
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I haven't been broadly bullish on the crypto side of things all cycle (minus a short stint of late '22 assuming we'd see a more snubbed cycle across the scope)
Now that everyone is disintegrating & imploding, it's finally my turn to be bullish from yesterday until Oct/Nov! ✊️
Unlimited Abundance
BREAKING: Executives at an Alaska gas venture tied to a Trump family friend have left after raising concerns about hidden Russian financing, per The New York Times and Financial Times.
The company, Polar LNG, has sought US approval to buy equipment from a sanctioned Russian gas project owned largely by Novatek. One of its investors is Gentry Beach, a friend of Donald Trump Jr.
Beach also said he separately signed a deal with Novatek last fall to develop gas in Alaska.
According to the reports, Novatek allegedly concealed its financial involvement through a UAE-linked intermediary. CEO Joel Riddle, who raised concerns about the financing and possible sanctions violations, left in September, followed by other executives, who urged the administration to investigate.
Vladimir Putin reportedly discussed Alaska energy cooperation with Trump envoys Steve Witkoff and Jared Kushner during Russia–Ukraine talks. The White House says the project came up only briefly, and there’s no evidence Witkoff or Kushner knew of the alleged financing.
Polar LNG denies wrongdoing.
VivaLaCoin retweeted
BREAKING: Executives at an Alaska gas venture tied to a Trump family friend have left after raising concerns about hidden Russian financing, per The New York Times and Financial Times.
The company, Polar LNG, has sought US approval to buy equipment from a sanctioned Russian gas project owned largely by Novatek. One of its investors is Gentry Beach, a friend of Donald Trump Jr.
Beach also said he separately signed a deal with Novatek last fall to develop gas in Alaska.
According to the reports, Novatek allegedly concealed its financial involvement through a UAE-linked intermediary. CEO Joel Riddle, who raised concerns about the financing and possible sanctions violations, left in September, followed by other executives, who urged the administration to investigate.
Vladimir Putin reportedly discussed Alaska energy cooperation with Trump envoys Steve Witkoff and Jared Kushner during Russia–Ukraine talks. The White House says the project came up only briefly, and there’s no evidence Witkoff or Kushner knew of the alleged financing.
Polar LNG denies wrongdoing.
VivaLaCoin retweeted
Oh, NOW Wall Street is worried about the AI boom collapsing….well, this is a bit awkward. TS Lombard is wargaming a 30% US equity decline, $20 trillion in lost market value and a wave of tech defaults.
Time to really watch the workforce.
As companies delay or abandon data-center projects, watch their contractors, engineering firms, equipment suppliers and construction partners.
The first cuts may not come from the AI giants. They may come from the companies hired to build their ambitions - and yes, I’m already seeing a change of hiring.
If infrastructure hiring keeps deteriorating across suppliers while hyperscalers keep announcing record spending, the workforce will expose a gap between capital commitments and actual execution.
Wall Street can watch the spending announcements. I’ll watch who stops hiring.
Five days ago the credit market was pricing CoreWeave and Oracle.
Now it's pricing Meta and Nvidia.
Meta's 5-year CDS: 108 bps, a record.
Nvidia: 101, a record.
Alphabet and Amazon at all-time highs.
Even Microsoft is climbing.
AI-linked CDS trading went from under $2B a week in July to $9B+ in September. AI debt raised this year is $466B, against $101B at this point last year.
And Goldman's prime book shows hedge funds cutting tech at the fastest pace since 2016.
When the "safe" names need default insurance, it isn't a neocloud problem anymore….. it’s straight up a funding problem.
And funding problems always end up on the headcount line.
Listen for "efficiency" on the Q3 calls. H127 looks to be bad for the workforce.
The senator who got $100mil+ from a single chud donor is already going after their competition 😂
Idk what's funnier;
Blantantly begging foreigners to help us do more regime change while failing the nation & suffocating our own population in slopaganda
Or the fact that he incorrectly used "discrete" instead of "discreet"
VivaLaCoin retweeted
You're not in private practice and Kusher is a private citizen.
WTF are you talking about?
"The Party told you to reject the evidence of your eyes and ears. It was their final, most essential command."
Trump on Amy Acton: "If what the mother said about the daughter is half right, she has no right even running for the governor of Ohio..."
KC: What about what the daughter said about the mother?
TRUMP: "I don’t know what she said."
KC: "That the mother remained married to her stepfather who sexually abused her when she was 12 years old."
TRUMP: "When did she make that statement? Was it just recently?"
KC: "Years ago. He was charged with it."
Unlimited Abundance
JUST IN: Palmer Luckey's genetically modified military dog startup, Warhound, comes out of stealth, aiming to create enhanced canines for the U.S. military.
Readers added context they thought people might want to know
This is NOT Palmer's company at all, his company Anduril is only supplying the tech for the dogs, and this is a wholly owed Collosal entiity
x.com/palmerluckey/s…
VivaLaCoin retweeted
Aside from the shocking substance of this story, what's amazing is how it was unearthed by Cole. The short version: The Russians were able to penetrate Jared Kushner's iPhone and extract screenshots and data. Then, a Russian intel official was captured by Dutch intelligence (!) and flipped. The Dutch believed Kushner may have been acting on behalf of Russia, so pursued him as an intel target and were able to get into his phone.
They did not find any evidence of Russian collusion, instead they watched him moving hundreds of millions of dollars from slush funds created by Saudi Arabia and the UAE, one of them housed in Israel's central bank.
Incredible reporting, and if Democrats have any sense, they will pull on these threads and learn a lot more about this money.
Explosive story many years in the making, now out in Vanity Fair by Matthew Cole (who will be on Breaking Points next week, and publishing soon in @DropSiteNews):
Saudi Arabia and the UAE set up multi-billion slush funds for Jared Kushner to use.
Iran-Contra 2 here (except with Iran-Contra, at least the US got some hostages released. Not clear what we got out of this one.)
VivaLaCoin retweeted
Amazon withdraws plans for four data centers on the 122-acre former GWU Ashburn campus in Loudoun County after buying it for ~$427M
#MacroEdge
VivaLaCoin retweeted
“In late spring 2020, a source I knew to be reliable called me with a story,” writes Matthew Cole. “The Dutch government had hacked into Jared Kushner’s phone and monitored him as he accessed a Dubai-based bank account. What was odd, the source said, was that the money in the account—hundreds of millions of dollars—had come from a bank in Azerbaijan. Most importantly, Kushner appeared to have transferred significant amounts of money from the Dubai account to other individuals, including a warlord, a mercenary and a one-time hit man. The story sounded preposterous, I told my source. And yet.
Six months later, I found myself speaking with someone else about the UAE government and their use of mercenaries in conflicts around the Middle East and Africa when I asked, on a whim, whether they knew anything about Kushner and bank transfers from a UAE account. My acquaintance grew quiet. Then they replied, ‘Yes.’” Kushner’s lawyer denied the bank account existed.
Read an exclusive excerpt from Cole’s book, ‘Princes and Thieves: Jared Kushner and Mohamed bin Zayed’s Secret Plot to Remake the Middle East’: vanityfair.visitlink.me/Q5_W…
VivaLaCoin retweeted
Average US family health insurance premium...
1999: $6k
2002: $8k
2005: $11k
2008: $13k
2011: $15k
2014: $17k
2017: $19k
2020: $21k
2023: $24k
2026: $28k
That's a 387% increase since 1999 (6.0% per year).
(Note: US CPI inflation has increased 2.6%/year)
Man... timing is a funny thing, huh?
Can't be any closer to the button when starting to look for downside on the ponzi that is $crwv considering it peaked literally 2 days later 🔍🎯
Situational Awareness had them as their largest holding before they imploded their fund in July
Definitely not advice, bc markets are psychopathic atm, but if there was one company I'd look to for downside potential, it would be $crwv 🫧
Essentially, just a $75bil shell company to roundtrip funds for $nvda, rushed through an IPO for max extraction
xitter.cf/JG_Nuke/status/1931101…
VivaLaCoin retweeted
NEW AD: Have you seen these anti-Talarico attack ads?
Elon Musk paid for nearly all of them.
The world's first trillionaire knows if he drags the most corrupt politician in Texas across the finish line, Ken Paxton will owe him everything.
@ElonMusk: Texas is not for sale.
Should be a $3tril IPO instead
Unlimited Abundance
This is the most serious 48 hours in cybersecurity history.
"Black October" they're calling it
It seems every *hour* there's a new incident, that in a typical year, would be one of the biggest incidents of the *entire year*
SUMMARY OF THE LAST 48 HOURS:
YEAR-LEVEL INCIDENTS (In a typical year, these would be among the biggest incidents of the year):
1. PHP2Shell: a hole in the software behind ~70% of websites. Governments took sites offline.
2. eMudhra: the master keys that prove websites are real were cracked. One was the number 4.
3. California: data on every public school student since 2023 stolen, including disability status
4. Railway: hackers stole customers' secret keys from a hosting platform used by millions of developers
5. Zeabur: 321,810 accounts breached. The company is shutting down.
6. LiteLLM: an AI tool downloaded 3.4 million times a day was poisoned with a password stealer
7. GitLab: a 10-out-of-10 severity hole in every version since 2014
8. Cairn: criminals used an AI hacking tool to break into 100+ companies
9. Ahold Delhaize: hackers knocked the owner of Food Lion and Stop & Shop offline
10. Onamae: malware planted on up to 26,739 customer servers in Japan
MONTH-LEVEL INCIDENTS (In a typical month, these would be among the biggest incidents):
11. Signal: a bug could leave your mic and camera on after you hang up
12. NGINX: 3 critical holes in software running ~1/3 of websites
13. HTTP/3: a single connection can crash 7 of the 10 web server types tested
14. Plex: hackers breaking into home media servers
15. SafePay ransomware: FBI warns it has hit 600+ critical infrastructure organizations
16. Palo Alto: ransomware gangs breaking in through company firewalls
17. Bullhorn: platform used by 10,000+ companies knocked offline
18. Medi-Cal: 970,000 patients' data stolen
19. WordPress: hackers stole a plugin maker's keys and used them to plant backdoors on websites
20. AOMEI: backup software's update server handed out a backdoor
21. Meta Muse: Meta's AI agent exposed users' personal and business secrets
22. Tor: 333 relays hijacked to steal logins
23. TiDB Cloud: database company's cloud breached
Also serious:
24. State Bank of India: India's biggest bank confirms a data breach
25. OVHcloud: hackers slipped a password stealer into a cloud company's official tool
26. Siemens: a software hole being used to spread malware
27. North Korea: state hackers launch a new attack campaign on South Korea
