@shanaka86

Post by @shanaka86

@shanaka86 · Dec 3

72%

Credible

BREAKING: THE END OF NATO AS WE KNEW IT Tomorrow, December 3, NATO foreign ministers gather in Brussels. America’s seat will be empty. Secretary of State Marco Rubio is skipping the summit. First time in over two decades a U.S. Secretary of State has refused to attend. But here is what no one is telling you: Today, December 2, Trump’s envoy Steve Witkoff meets Vladimir Putin in Moscow. Read that again. The day before NATO convenes to discuss European security, America is in Moscow negotiating directly with Russia. Without Europe. Without consultation. Without permission. Who is Washington sending to Brussels instead? Deputy Secretary Christopher Landau. The same official who wrote “NATO is still a solution in search of a problem” before deleting the post. The message could not be clearer. Since 1949, NATO operated on one principle: collective decision-making. Thirty-two nations, one voice. That architecture died this week. The new hierarchy: Track One: Washington and Moscow decide. Track Two: Washington informs Kyiv. Track Three: Europe learns what was agreed. European diplomats are already complaining they have been “cut out” of Ukraine negotiations. The leaked 28-point peace plan was drafted by American and Russian negotiators. Brussels was not consulted. America funds approximately 70% of NATO’s operational capacity. He who pays, dictates. What happens next will define the next fifty years of global order. Either Europe accepts its new role as a funding mechanism for American-designed security arrangements. Or the Atlantic fractures. There is no third option. The post-1945 world order is being rewritten. Not in Brussels. In Moscow. While NATO ministers wait in an empty room.

Post by @shanaka86

@shanaka86 · Dec 1

78%

Credible

THE CHART THAT SHOULD TERRIFY EVERY PORTFOLIO MANAGER ON EARTH Japan’s 10 Year Government Bond Yield just hit 1.84%. The highest since April 2008. Up 11.19% in a single session. You need to understand what this means. For three decades, Japan was the anchor. Zero rates. Infinite liquidity. The foundation upon which global carry trades were built. Trillions borrowed in yen, deployed into US Treasuries, European bonds, emerging market debt, risk assets everywhere. That anchor is now breaking. The Bank of Japan held rates negative while every other central bank tightened. They defended yield curve control while inflation returned. They printed while others drained. They cannot hold the line anymore. Japanese institutions hold approximately $1.1 trillion in US Treasury securities. The largest foreign position. When domestic yields rise from nothing to nearly 2%, the math changes. Capital that flowed outward for decades faces pressure to repatriate. This happens precisely as the Federal Reserve terminates QT. Precisely as the US Treasury requires record issuance to finance $1.8 trillion deficits. Precisely as interest on American debt exceeds $1 trillion annually. Two of the three largest buyers of US government debt are stepping back simultaneously. The third largest buyer is China. When the world’s creditor nations stop funding the world’s debtor nations at artificially suppressed rates, the entire post-2008 financial architecture must reprice. Every duration bet. Every leveraged position. Every assumption about perpetually falling rates. This is not a Japanese story. This is the global story. The 30 year bond bull market ended. Most just have not realized it yet.

Post by @shanaka86

@shanaka86 · Nov 29

80%

Credible

JUST IN: THE SUN JUST GROUNDED HALF THE WORLD’S MOST POPULAR AIRCRAFT 6,500 Airbus A320s. Grounded. Effective immediately. Not terrorism. Not mechanical failure. Not human error. Solar radiation. The same star that sustains all life on Earth just exposed a fatal flaw in the computer that controls whether your plane pitches up or down. October 30: JetBlue Flight 1230 drops 100 feet in 7 seconds over Florida. 15 passengers hospitalized. Investigators trace it to the Elevator Aileron Computer. The sun corrupted its data mid-flight. November 28: Airbus issues the largest recall in its 55-year history. EASA Emergency Directive demands fixes before next flight. The cascade: American Airlines: 340 aircraft grounded ANA Japan: 65 flights canceled, 9,400 stranded Air France: 35 flights scrapped India: 250 aircraft affected Avianca: Ticket sales halted for 10 days This is 60% of the global A320 fleet. The aircraft that just overtook Boeing’s 737 as humanity’s most-delivered jet. Over 11,000 in service. 8 million seats departing daily. 2,000 takeoffs every hour. The brutal truth: 2025 is peak solar cycle. NOAA confirmed it. And we just learned our fly-by-wire civilization has a single point of failure nobody stress-tested against space weather. Most aircraft need a 2-4 hour software rollback. But 1,000 older jets require hardware replacement. They stay grounded for weeks. The fix exists. The question that should terrify every systems thinker: What else haven’t we tested against the sun? We built global aviation on the assumption that our star would behave. It didn’t ask permission. Check your flight status. Now.

Post by @shanaka86

@shanaka86 · Nov 20

37%

Not Credible

BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up. Here’s what they found. Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive. Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash. The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level. Here’s where it gets criminal. Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers. The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes. AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate. Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026. Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000. The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days. Fair value for Nvidia: $71 per share. Current price: $186. The math is simple. This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.​​​​​​​​​​​​​​​​ Read the full data driven deep dive article here - https://t.co/sDEf5Mdrtc

Post by @shanaka86

@shanaka86 · Nov 10

57%

Uncertain

THE QUANTUM COUNTDOWN: BITCOIN’S SILENT EXODUS While you slept, $500 billion vanished from quantum’s crosshairs. Bitcoin’s Taproot adoption didn’t just stall. It reversed. From 4-5% in January 2024 to 2-3% now. Witness outputs surged to 45%. This isn’t market noise. This is the smartest money on Earth running from an invisible predator. THE THREAT NO ONE TOLD YOU ABOUT 5-6 million Bitcoin sit exposed to quantum annihilation. Every Taproot transaction broadcasts your public key to the world. One cryptographically-relevant quantum computer, 2,332 qubits, Shor’s algorithm: your private key cracked in hours. NIST says 2030-2035. Google’s Willow hit 105 qubits last year. At 10x annual scaling, we’re staring down 1,000 qubits by 2028. Two years early. Zero margin for error. THE GREAT ROTATION BlackRock saw it first in 2024 filings. Chaincode Labs confirmed it May 2025. Long-term holders are migrating to hash-protected addresses where keys stay hidden until you spend. Nation-states holding Bitcoin as treasury reserves are quietly hedging. Institutions managing $2 trillion in crypto are recalculating survival odds. 70% of exchange addresses reused their keys. They’re sitting ducks. THE FORK IN REALITY Path One: Bitcoin activates quantum-safe protocols, forces migration deadlines, becomes the first monetary network to survive the quantum era. Price target: $500,000+. Path Two: Coordination fails, 25-30% of supply burns when quantum computers arrive, confidence collapses. Price target: sub-$50,000. Path Three: Governments weaponize quantum supremacy, seize vulnerable coins, regulatory capture wins. Price target: $200,000 ceiling. THE DECISION POINT IS NOW Rotate vulnerable outputs to P2WPKH addresses. Monitor qubit milestones. Watch for migration proposals hitting consensus. The survivors write history. The exodus started 22 months ago. Most holders still don’t know they’re exposed. Do you?​​​​​​​​​​​​​​​​ Full article here - https:// odus-how-bitcoins-smartest-holders-are-quietly-preparing-for-cryptography-s-endgame-53fccf359a62 …