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RT @SantiagoAuFund: The hegemon uses propaganda on the world, a lesser pole uses propaganda on its region, a national gov uses propaganda on its country, a state gov uses propaganda on its residents, corp govs use propaganda on its shareholders, colleges use propaganda on its students… https://t.co/cSH5YciUaU
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RT @SantiagoAuFund: The hegemon uses propaganda on the world, a lesser pole uses propaganda on its region, a national gov uses propaganda on its country, a state gov uses propaganda on its residents, corp govs use propaganda on its shareholders, colleges use propaganda on its students… https://t.co/cSH5YciUaU
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EndGame Macro
Just for some context Lance Vitanza is a senior analyst at TD Cowen, and covering MicroStrategy is literally his job. But the more important context is TD Cowen’s vested interest. The firm hasn’t just analyzed MicroStrategy; it has helped finance the strategy by underwriting equity and convertible debt offerings used to buy Bitcoin. That creates a natural incentive alignment where bullish research supports valuation and liquidity, which keeps capital markets open, which sustains the Bitcoin treasury flywheel that generates underwriting fees and franchise credibility. None of that makes the research invalid but it does mean the call reflects a broader capital markets machine, not a lone analyst seeing around corners.
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Just for some context Lance Vitanza is a senior analyst at TD Cowen, and covering MicroStrategy is literally his job. But the more important context is TD Cowen’s vested interest. The firm hasn’t just analyzed MicroStrategy; it has helped finance the strategy by underwriting equity and convertible debt offerings used to buy Bitcoin. That creates a natural incentive alignment where bullish research supports valuation and liquidity, which keeps capital markets open, which sustains the Bitcoin treasury flywheel that generates underwriting fees and franchise credibility. None of that makes the research invalid but it does mean the call reflects a broader capital markets machine, not a lone analyst seeing around corners.
FACT: Wall Street analyst Lance Vitanza has reiterated buy rating on #Bitcoin treasury company Strategy $MSTR with a price target of $500 for 2026.
He knows what's coming 👀 https://t.co/tABpXPUb3C tweet
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EndGame Macro
Just a Thought Experiment…What If 2026 Already Has Its Excuse?
*This is a 3 page Hypothetical To Wargame A Possible Scenario*
It is starting to look like we’re on the cusp of a major turning point in the US economy, and odds are it’ll sync up with some big crisis to shift the blame. What makes this moment especially fragile is that the global economy is already sliding into a quiet deflationary phase with weak demand, falling goods prices, tightening credit, long before any headline shock. I’m convinced an escalation in the Russia-Ukraine conflict will become the prime distraction, drawing attention away from the real culprits like massive debt piles, exhausted growth, and lousy policy decisions fueling the slide. So strap on your tin foil hats with me, and let’s dive into why this Ukraine flare up is my top bet for the 2026 economic alibi. It’s a blend of military ramp ups, deflationary stress beneath the surface, grim outlooks, and covert setups that could let the powers that be pin the blame on global drama, dodging accountability for their shaky foundation with runaway debt, puffed up asset values, and central bank tinkering that’s simmered too long.
Europe’s War Preps
Europe’s going all in on prepping for a clash with Russia this year. Generals are outright telling folks to prepare if Ukraine buckles. Germany’s kicking off new recruitment now in 2026, quizzing teens on service potential, while their intel flags Russia’s forces ballooning to 1.5 million, with troops stacking up near Finland. France’s got leaked memos directing hospitals to gear up for massive NATO casualties by March. Lithuania’s installing WWII era tank barriers, NATO’s flipped to operational mode focusing on the Baltics as potential flashpoints. Even surveys are asking, “Would you defend EU borders?” as dangers mount. On X, people are tying it to “Operation Deutschland” for fast troop movements. Russia’s Zapad 2025 exercises felt like an invasion warmup, and NATO chief Rutte’s warning we’re on the edge of WW3 if Russia links arms with China. This isn’t mere show; it’s shaping a tale where trade, energy, and growth shocks get chalked up to foreign foes, not Europe’s already weak demand or structural stagnation.
Russia’s Strain Leading to Escalation
Russia’s war fueled economy is red hot on paper but brittle underneath, and it’s poised for a 2026 bust as oil revenues soften, banks strain, and households feel the squeeze. Local polls suggest most Russians figure the war ends this year, but that’s hopeful thinking, Putin’s cranking up covert hybrid tactics like cyber strikes and sabotage to split the West. X is alive with talk of phony maps and coordinated pressure with China and North Korea. Lavrov’s slamming the EU for war readiness, and sanctions stretched through 2026 are throttling growth that already looks artificial. CEPA’s warning of intensified shadow conflicts hitting European infrastructure, prime for sending energy costs spiking. Zelensky’s calling out Russian operations across Europe, including sabotage of Ukraine supply routes. Flip the lens, and this rising pressure could push Russia into riskier moves creating global supply disruptions that conveniently mask deeper issues like US Treasury refinancing risk or a tech led asset unwind already underway.
Scroll Down…
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Just a Thought Experiment…What If 2026 Already Has Its Excuse?
*This is a 3 page Hypothetical To Wargame A Possible Scenario*
It is starting to look like we’re on the cusp of a major turning point in the US economy, and odds are it’ll sync up with some big crisis to shift the blame. What makes this moment especially fragile is that the global economy is already sliding into a quiet deflationary phase with weak demand, falling goods prices, tightening credit, long before any headline shock. I’m convinced an escalation in the Russia-Ukraine conflict will become the prime distraction, drawing attention away from the real culprits like massive debt piles, exhausted growth, and lousy policy decisions fueling the slide. So strap on your tin foil hats with me, and let’s dive into why this Ukraine flare up is my top bet for the 2026 economic alibi. It’s a blend of military ramp ups, deflationary stress beneath the surface, grim outlooks, and covert setups that could let the powers that be pin the blame on global drama, dodging accountability for their shaky foundation with runaway debt, puffed up asset values, and central bank tinkering that’s simmered too long.
Europe’s War Preps
Europe’s going all in on prepping for a clash with Russia this year. Generals are outright telling folks to prepare if Ukraine buckles. Germany’s kicking off new recruitment now in 2026, quizzing teens on service potential, while their intel flags Russia’s forces ballooning to 1.5 million, with troops stacking up near Finland. France’s got leaked memos directing hospitals to gear up for massive NATO casualties by March. Lithuania’s installing WWII era tank barriers, NATO’s flipped to operational mode focusing on the Baltics as potential flashpoints. Even surveys are asking, “Would you defend EU borders?” as dangers mount. On X, people are tying it to “Operation Deutschland” for fast troop movements. Russia’s Zapad 2025 exercises felt like an invasion warmup, and NATO chief Rutte’s warning we’re on the edge of WW3 if Russia links arms with China. This isn’t mere show; it’s shaping a tale where trade, energy, and growth shocks get chalked up to foreign foes, not Europe’s already weak demand or structural stagnation.
Russia’s Strain Leading to Escalation
Russia’s war fueled economy is red hot on paper but brittle underneath, and it’s poised for a 2026 bust as oil revenues soften, banks strain, and households feel the squeeze. Local polls suggest most Russians figure the war ends this year, but that’s hopeful thinking, Putin’s cranking up covert hybrid tactics like cyber strikes and sabotage to split the West. X is alive with talk of phony maps and coordinated pressure with China and North Korea. Lavrov’s slamming the EU for war readiness, and sanctions stretched through 2026 are throttling growth that already looks artificial. CEPA’s warning of intensified shadow conflicts hitting European infrastructure, prime for sending energy costs spiking. Zelensky’s calling out Russian operations across Europe, including sabotage of Ukraine supply routes. Flip the lens, and this rising pressure could push Russia into riskier moves creating global supply disruptions that conveniently mask deeper issues like US Treasury refinancing risk or a tech led asset unwind already underway.
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memenodes
Me looking at everyone's X payout while my post get reach of 69 impressions. https://t.co/DJAnb1MsBH
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Me looking at everyone's X payout while my post get reach of 69 impressions. https://t.co/DJAnb1MsBH
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God of Prompt
The guy who built Claude Code shares tips on how he uses it
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The guy who built Claude Code shares tips on how he uses it
I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code, so I wanted to show off my setup a bit.
My setup might be surprisingly vanilla! Claude Code works great out of the box, so I personally don't customize it much. There is no one correct way to use Claude Code: we intentionally build it in a way that you can use it, customize it, and hack it however you like. Each person on the Claude Code team uses it very differently.
So, here goes. tweet
X (formerly Twitter)
Boris Cherny (@bcherny) on X
I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code, so I wanted to show off my setup a bit.
My setup might be surprisingly vanilla! Claude Code works great out of the box, so I personally don't customize it much. There is…
My setup might be surprisingly vanilla! Claude Code works great out of the box, so I personally don't customize it much. There is…
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memenodes
Girls will look at you like this and expect you to know everything https://t.co/OyAJVU3sYJ
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Girls will look at you like this and expect you to know everything https://t.co/OyAJVU3sYJ
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