President Trump is expected to meet with U.S. senators on Thursday to negotiate the Clarity Act's ethics rules.
The talks will focus on a provision that could restrict senior government officials, including Trump, from having personal crypto business interests.
Democrats have pushed for the measure after Trump disclosed earning over $1 billion from crypto-related businesses in 2025.
Trump has urged Congress to pass the Clarity Act but has not said whether he would sign a version that limits his own crypto business ties.
The talks will focus on a provision that could restrict senior government officials, including Trump, from having personal crypto business interests.
Democrats have pushed for the measure after Trump disclosed earning over $1 billion from crypto-related businesses in 2025.
Trump has urged Congress to pass the Clarity Act but has not said whether he would sign a version that limits his own crypto business ties.
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✔ I believe that any new leader should bring in the best specialists they can find.
✔ Any central bank is pleased when macroeconomic data moves in the right direction.
✔ In my opinion, the latest inflation data is imperfect and does not reflect the full picture.
✔ In the near term, I believe that investments in AI will contribute to the creation of new jobs.
✔ In the long term, I believe that AI will help to increase wages and employment.
✔ However, during transition periods, AI can lead to significant changes and disruptions.
✔ I have requested access to a number of new AI models.
✔ The impact of AI on demand is being felt faster than on supply.
✔ A one-time price spike does not necessarily mean rising inflation.
✔ Whether AI will exacerbate inflation or not depends on the actions of the Federal Reserve.
✔ Wages have been growing at a moderate pace, but it is not yet clear when wage growth will accelerate due to increased productivity.
✔ The sharp rise in prices in AI is a reality, and I do not want to take this lightly.
✔ Business investment in equipment, technology, and other productive assets makes a huge contribution to GDP, and I believe this trend will continue.
✔ I believe that productivity growth will have a sustained disinflationary effect.
❗️ The Federal Reserve's balance sheet should be as small as possible (#QT) and should only expand in times of crisis.
✔ I would not hesitate if Trump tried to influence the Federal Reserve's policies.
✔ The labor market is in good shape, and I am not sure that the rate cut was the reason for this.
✔ Monetary policy has fueled inflation. Inflation will not be permanent.
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✔ We will review our tools – both the balance sheet and the interest rate – and assess whether any adjustments are needed to combat inflation.
✔ I expect to receive the first reports from the targeted working groups in early September.
✔ None of the inflation indicators are satisfactory.
✔ The labor market is generally balanced.
✔ In my opinion, there is no limit to the pace of economic growth.
✔ The situation with inflation, which is also within the mandate of the Federal Reserve, looks worse.
✔ Significant structural changes are taking place in the labor market.
✔ Perhaps we would have noticed the problem earlier in 2021 if we had been monitoring the money supply. If the Federal Reserve had considered this data, we might have seen the beginning of the inflationary surge sooner.
✔ If AI companies disappoint investors, the inflow of capital will dry up.
✔ The rapid growth of investment in AI and the valuations of AI companies deserve attention.
✔ The central bank is striving for broader economic growth and more targeted control of inflation.
✔ It appears that corporate profits are growing in various sectors of the economy.
✔ If AI does not live up to expectations, a significant portion of the investments in related infrastructure and equipment can still be used for other purposes.
✔ We are already seeing how the construction of data centers is affecting demand in the economy.
✔ Investors should understand what is happening in the economy.
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The first country to make energy, housing and automated labor extremely cheap will become the most powerful country on Earth.
Not through military conquest. Through making abundance irresistible.
Which country gets there first?
Not through military conquest. Through making abundance irresistible.
Which country gets there first?
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📙 Beige Book #FederalReserve:
▫️Economic activity is increasing slightly or moderately in 11 out of 12 districts. Growth is supported by manufacturing, services, tourism, and energy.
▫️Consumer demand has increased slightly, but is significantly constrained by high prices for fuel and everyday goods. Wealthy households continue to spend, while middle- and lower-income households are noticeably saving.
▫️Manufacturing showed modest to moderate growth in most districts. Key drivers include data centers, defense orders, machinery, and the aerospace industry. Supply chains have deteriorated, with longer lead times and higher costs.
❗️The labor market situation has improved: employment increased in 5 districts, while the previous report only noted growth in 1 district. In the remaining 7 districts, employment remained virtually unchanged. Technical specialists and skilled workers are in particularly high demand.
▫️Wages are increasing modestly or moderately. The main reason is competition for skilled workers and adjustments to account for the rising cost of living.
❗️Prices are rising moderately. However, business costs for energy, transportation, and raw materials remain elevated due to the conflict in the Middle East and tariffs. Companies are not always able to fully pass on these increased costs to consumers.
▫️The banking sector is generally stable. Lending volumes have increased slightly. Lending standards have remained largely unchanged or have tightened slightly. Delinquencies on consumer loans have increased slightly due to the burden on households.
❗️Forecasts for the coming months: Continued slight or moderate economic growth is expected. Optimism has increased slightly in some districts. The main risks are high fuel prices, geopolitical uncertainty (the conflict in the Middle East and tariffs), pressure on consumers, and supply chain problems.
▫️Economic activity is increasing slightly or moderately in 11 out of 12 districts. Growth is supported by manufacturing, services, tourism, and energy.
▫️Consumer demand has increased slightly, but is significantly constrained by high prices for fuel and everyday goods. Wealthy households continue to spend, while middle- and lower-income households are noticeably saving.
▫️Manufacturing showed modest to moderate growth in most districts. Key drivers include data centers, defense orders, machinery, and the aerospace industry. Supply chains have deteriorated, with longer lead times and higher costs.
❗️The labor market situation has improved: employment increased in 5 districts, while the previous report only noted growth in 1 district. In the remaining 7 districts, employment remained virtually unchanged. Technical specialists and skilled workers are in particularly high demand.
▫️Wages are increasing modestly or moderately. The main reason is competition for skilled workers and adjustments to account for the rising cost of living.
❗️Prices are rising moderately. However, business costs for energy, transportation, and raw materials remain elevated due to the conflict in the Middle East and tariffs. Companies are not always able to fully pass on these increased costs to consumers.
▫️The banking sector is generally stable. Lending volumes have increased slightly. Lending standards have remained largely unchanged or have tightened slightly. Delinquencies on consumer loans have increased slightly due to the burden on households.
❗️Forecasts for the coming months: Continued slight or moderate economic growth is expected. Optimism has increased slightly in some districts. The main risks are high fuel prices, geopolitical uncertainty (the conflict in the Middle East and tariffs), pressure on consumers, and supply chain problems.
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POV: my portfolio trying to defend any remaining YTD gains
🇨🇭 Global One SI - Prompt
Shield AI has unveiled the X-BAT, a fully autonomous jet-powered aircraft that can take off and land vertically without a runway. The aircraft can fly at altitudes of up to 50,000 feet and has a range of around 2,000 nautical miles. Powered by Hivemind AI…
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X-BAT is on the way.
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Jeff Bezos just described AI in three words that make most of the economy temporary.
Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.”
Horizontal enabling layer.
Not a product. Not a platform. Not a feature.
A layer. Underneath everything.
Everyone is asking which AI company wins.
Bezos is telling you that is the wrong question entirely.
A horizontal layer does not produce winners. It produces a new floor. Everything standing on the old one either gets rebuilt or gets erased.
This has happened exactly twice in modern history.
Electricity. The internet.
Both times the same pattern.
The new layer appeared. The old economy kept running above it. Revenue held. Careers continued. Everything looked normal.
Then quietly and permanently the entire structure reorganized around the new substrate.
The people who did not move were not outcompeted.
They were made structurally irrelevant.
Not because they were wrong. Because the ground they stood on stopped being ground.
Bezos is telling you it is happening a third time.
Not with a product. Not with a platform.
With intelligence itself becoming infrastructure.
A horizontal layer does not compete with the expert. It makes expertise free.
It hands a 22 year old with zero credentials the same cognitive output you spent a decade and a quarter million dollars learning to produce.
For $20 a month.
That is not disruption. Disruption replaces a product with a better product.
This dissolves the scarcity your entire career was priced on.
Not because the work disappeared. Because the wall around it did.
Every profession that exists because knowledge is hard to acquire.
Every company that profits because analysis takes time.
Every industry that survives because complexity locks outsiders out.
All of it rests on a single assumption.
That cognition is scarce.
AI does not challenge that assumption. It retires it.
The people who understand this are already rebuilding. Quietly. Deliberately. While everyone else argues about whether the thing underneath them is real.
Bezos did not give you a prediction.
He gave you a position on a map.
You are either above the new layer or beneath it.
Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.”
Horizontal enabling layer.
Not a product. Not a platform. Not a feature.
A layer. Underneath everything.
Everyone is asking which AI company wins.
Bezos is telling you that is the wrong question entirely.
A horizontal layer does not produce winners. It produces a new floor. Everything standing on the old one either gets rebuilt or gets erased.
This has happened exactly twice in modern history.
Electricity. The internet.
Both times the same pattern.
The new layer appeared. The old economy kept running above it. Revenue held. Careers continued. Everything looked normal.
Then quietly and permanently the entire structure reorganized around the new substrate.
The people who did not move were not outcompeted.
They were made structurally irrelevant.
Not because they were wrong. Because the ground they stood on stopped being ground.
Bezos is telling you it is happening a third time.
Not with a product. Not with a platform.
With intelligence itself becoming infrastructure.
A horizontal layer does not compete with the expert. It makes expertise free.
It hands a 22 year old with zero credentials the same cognitive output you spent a decade and a quarter million dollars learning to produce.
For $20 a month.
That is not disruption. Disruption replaces a product with a better product.
This dissolves the scarcity your entire career was priced on.
Not because the work disappeared. Because the wall around it did.
Every profession that exists because knowledge is hard to acquire.
Every company that profits because analysis takes time.
Every industry that survives because complexity locks outsiders out.
All of it rests on a single assumption.
That cognition is scarce.
AI does not challenge that assumption. It retires it.
The people who understand this are already rebuilding. Quietly. Deliberately. While everyone else argues about whether the thing underneath them is real.
Bezos did not give you a prediction.
He gave you a position on a map.
You are either above the new layer or beneath it.
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Be so delusional that reality has no choice but to bend to your vision.
Be such a psychopath that you believe anything is possible for your life.
Be so obsessed that people think you've completely lost your mind.
Be so relentless that giving up doesn't even cross your mind as an option.
Be so committed that your worst-case scenario is still better than average.
Be so focused that distractions physically can't penetrate your attention.
Be so ambitious that mediocrity becomes your biggest nightmare.
Be such a psychopath that you believe anything is possible for your life.
Be so obsessed that people think you've completely lost your mind.
Be so relentless that giving up doesn't even cross your mind as an option.
Be so committed that your worst-case scenario is still better than average.
Be so focused that distractions physically can't penetrate your attention.
Be so ambitious that mediocrity becomes your biggest nightmare.
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🇺🇸 President Trump is reportedly leaning toward expanding U.S. military operations in Iran after days of briefings from top aides
Options include stepping up airstrikes, sending ground forces to seize Iranian islands near the Strait of Hormuz and bombing a fortified site that could be used for covert nuclear work - WSJ
Options include stepping up airstrikes, sending ground forces to seize Iranian islands near the Strait of Hormuz and bombing a fortified site that could be used for covert nuclear work - WSJ
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We’re one step closer to getting CCA - Collaborative Combat Aircraft to the warfighter with this live fire test!
🇨🇭 Global One SI - Prompt
Loop engineering is the biggest shift in AI prompting we've ever seen. Pair it with Fable 5, and you'll have AI agents working for you while you sleep, building anything you could think of. Every good loop has six working parts: 1. Trigger (Automations)…
99% of people are sleeping on the biggest money-making opportunity in AI.
In the AI era, distribution is the only moat left - and this guide teaches you everything you need to master AI distribution.
How to build a money-printing content machine with AI (full guide)
In the AI era, distribution is the only moat left - and this guide teaches you everything you need to master AI distribution.
How to build a money-printing content machine with AI (full guide)
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🇨🇭 Global One SI - Prompt
$AMPG - Massive bullish signal for all shareholders!
$AMPG WILL RING OPENING BELL TOMORROW AT NASDAQ!
If people did not yet know AmpliTech, they will tomorrow!
We might get some big news tomorrow!
There is no better PR than this! 🔥🚀
If people did not yet know AmpliTech, they will tomorrow!
We might get some big news tomorrow!
There is no better PR than this! 🔥🚀
🇨🇭 Global One SI - Prompt
🇺🇸 President Trump is reportedly leaning toward expanding U.S. military operations in Iran after days of briefings from top aides Options include stepping up airstrikes, sending ground forces to seize Iranian islands near the Strait of Hormuz and bombing…
➠ According to the Wall Street Journal, Trump is leaning towards expanding (❗️) military operations against Iran. At yesterday's meeting, the possible seizure of Khark Island, a key center for Iranian oil exports, was discussed. Axios also reports on preparations for a large-scale campaign that will go beyond strikes in the Strait of Hormuz area.
➠ Donald Trump: When the conflict with Iran is over, we will have oil at $55.
➠ The US Central Command announced the start of a new wave of strikes against Iran. The Iranian agency Mehr reported explosions in Ahvaz and Chabahar. The targets of the US military remain air defense systems, radars, missile complexes, and drone facilities.
➠ Reuters, citing three US officials, reports that the current strikes are simultaneously clearing the way for more complex military operations in the event of further escalation.
➠ US Vice President James D. Vance stated that Washington will not (❗️) conduct a ground operation to change the government in Iran.
➠ Donald Trump stated that representatives of Iran want to meet, but he refused to set a deadline for negotiations: "They are better off behaving well."
➠ At the same time, the Iranian Foreign Ministry stated that negotiations with the US are not planned – Tehran is focused on defense.
➠ The Speaker of the Iranian Parliament, Mohammad-Baqer Qalibaf, called on government agencies to unite and stated that the country should not be afraid of either war or negotiations. He called the situation in the Strait of Hormuz a matter of national security.
➠ Iran is signaling that it may attempt to block the Bab-el-Mandeb Strait with the help of the Houthis, creating a second strategic front against the US and its allies.
➠ US military forces stopped and turned around two Iran-linked ships that were attempting to violate the renewed maritime blockade.
➠ The US is studying options for a military operation against Cuba (❗️), including a large-scale airborne operation involving thousands of soldiers from the 101st Airborne Division (CBS).
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🇨🇭 Global One SI - Prompt
Netanyahu is flying to Washington, DC on Saturday night July 18th and staying until Tuesday. Netanyahu visited Trump on Mon Dec 29, 2025, the Venezuela invasion began 1:30am Sat Jan 3, 2026
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President Trump "Sometimes you need ground troops."
🇨🇭 Global One SI - Prompt
Video
The Iran US Israel Europe conflict isn't over... it's about to begin.
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Russia lost its LAST untouched refinery.
SALAVAT, deep in Bashkortostan, survived every Ukrainian strike this year until last night.
Drones flew 1,500 km to reach it, hitting both primary processing units and setting the plant on fire.
It handles 10 million tons of oil a year.
The same night, Ukraine also hit the Afipsky refinery in Krasnodar (6.25 million tons/year) and an oil transshipment hub at Gelendzhik that feeds Russia's military logistics.
Local officials confirmed both fires. Russian air defenses stopped none of it.
The message: there's NO REFINERY LEFT in Russia that's actually out of reach anymore.
SALAVAT, deep in Bashkortostan, survived every Ukrainian strike this year until last night.
Drones flew 1,500 km to reach it, hitting both primary processing units and setting the plant on fire.
It handles 10 million tons of oil a year.
The same night, Ukraine also hit the Afipsky refinery in Krasnodar (6.25 million tons/year) and an oil transshipment hub at Gelendzhik that feeds Russia's military logistics.
Local officials confirmed both fires. Russian air defenses stopped none of it.
The message: there's NO REFINERY LEFT in Russia that's actually out of reach anymore.
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
India is the world's biggest buyer of Russian crude.
Now Russian oil companies are asking India for gasoline instead.
Rosneft, Gazprom Neft, and Lukoil have all approached Indian refiners.
At least 1 cargo already sailed, moved through ship to ship transfers near Egypt to obscure the paper trail.
Nearly 40% of Russian refining capacity will not come back for at least 2 months.
The country that sells Russia crude is now the country Russia buys fuel from. That is what the refinery campaign actually broke.
Now Russian oil companies are asking India for gasoline instead.
Rosneft, Gazprom Neft, and Lukoil have all approached Indian refiners.
At least 1 cargo already sailed, moved through ship to ship transfers near Egypt to obscure the paper trail.
Nearly 40% of Russian refining capacity will not come back for at least 2 months.
The country that sells Russia crude is now the country Russia buys fuel from. That is what the refinery campaign actually broke.
🛢WTI, Brent Crude Oil, NGAS Trading 📊
India is the world's biggest buyer of Russian crude. Now Russian oil companies are asking India for gasoline instead. Rosneft, Gazprom Neft, and Lukoil have all approached Indian refiners. At least 1 cargo already sailed, moved through ship to ship transfers…
India just nearly doubled its windfall tax on diesel and jet fuel exports.
Diesel duty from 8.5 to 15.5 rupees a liter. Jet fuel from 7.5 to 14.5.
At the same time, the petrol export duty was cut, from 4 to 2.5 rupees a liter.
That is not a blanket tax hike.
It is India taxing the products in the tightest global supply, diesel and jet fuel, while leaving petrol exports comparatively unbothered.
New rates apply from July 16.
Diesel duty from 8.5 to 15.5 rupees a liter. Jet fuel from 7.5 to 14.5.
At the same time, the petrol export duty was cut, from 4 to 2.5 rupees a liter.
That is not a blanket tax hike.
It is India taxing the products in the tightest global supply, diesel and jet fuel, while leaving petrol exports comparatively unbothered.
New rates apply from July 16.
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