And you can see the duration of employment is also increasing. It's been at a high level and it now has gone from 20 weeks to roughly 25 weeks. And I think I said this on the last in the no.If you have to be unemployed, if that's just your lot at the moment, and if you think about it as an opportunity, not only to check out what's out there, what's available out there. I just showed you a chart saying there are some labor shortages, but also to start thinking about controlling your own destiny and learning ...

So you know earlier I mentioned that there's 26 million individuals that have aththeroscllerotic disease meaning they already have plaque buildup they're already at higher risk of future adverse events like heart attacks and 2/3 of them you know they have access to care but they're still not hitting guideline goals for their lipid levels. So that's about 17 million patients and so if you take 17 million patients and you multiply it by the value brace price of 165,000 what that means in terms of a total addr ...

And if you have a built-in battery in the device and you can run directly off of the battery voltage with a very close connection to the battery, you just have more power available to do stuff. And um you then don't have to resize all the legacy wiring in your house. You don't have to get permits. You don't have to really do anything.Like the device itself controls its own destiny from the power system basically. Um it can charge from the grid when it's cheap, clean, and abundant. And then the end user can ...

The big risk in the market's mind is that as the government both fiscal and monetary policy moves are towards easing will inflation take off again. That's the biggest question we face. We have a strong point of view on it.But the burden of proof is on us because inflation does seem to have been stuck in this 2 and a half to 3% range for a while now. So we have to answer that question and I think the biggest answer to the question is if uh real growth rates start accelerating now uh we believe inflation will ...

So you can see the impact on income levels here. So DPI is disposable personal income quarter quarter to quarter at an annualized rate. So without tax relief, Nancy and her team's estimate was that in the first quarter nominal disposable personal income, so that includes inflation was going to annualize in terms of growth at a 4% rate with tax relief.that will be a 10% annualized rate. And uh dropping down to the bottom line there, real disposable personal income. So that takes away inflation.What's the rea ...

As I've mentioned before, bull markets built on walls of worry tend to be the strongest and most durable bull markets. Of course, this year we had the trade turmoil and we've had another shutddter associated with the government shutdown and the lower liquidity in the system. But we've gotten past both both of those and we're hoping for a swish into the end of the year as many more people start thinking about what the economy will look like next year. ...

And what if I told you the biggest threat to Bitcoin is not regulation, but math itself. Can you break down what's at stake. If we look at the Bitcoin network today, there's around a third of the total supply.So that's around 6.7% million tokens that are in uh wallets that are vulnerable to quantum computing. And the risk of quantum computing here is that you can then reverse engineer the private key from the public key. Once you make a transaction or when you send something from this wallet, your public ke ...

If uh real growth rates start accelerating now uh we believe inflation will come down. Many people assume that growth means inflation. That's absolutely wrong.When real growth has picked up, inflation comes down mostly because of productivity gains. And as you know, we think that the productivity gains in this cycle are going to be outsized and sustainable. The convergence between and among those technologies we think is going to be highly deflationary.Deflationary in the good sense of the word word. When y ...

On the December episode of ITK, ARK CEO/CIO Cathie Wood explains why ARK believes we’re on the verge of a major liquidity turn from both fiscal and monetary policy – and why that could lower inflation over the next few years. She walks through the data on tax cuts, money growth, yields, and productivity, and explains why the market’s “wall of worry” may be setting up one of the strongest bull markets yet. Key Points: 00:00:00 Opening 00:02:00 Fiscal policy, deficits & tax relief (OB3) 00:08:30 Inflation, fo ...

Bitcoin & Quantum Computing Risks - 大约三分之一的比特币供应量（约 670 万枚）存在于容易受到量子计算攻击的钱包中[2] - 其中 19% 位于旧钱包中，这些钱包默认使用密钥地址暴露公钥，量子计算可能通过公钥反向工程推导出私钥[2][3] - 另外 47% 百万枚比特币位于重复使用的地址中，虽然风险较低，但交易时公钥会被暴露，从而可能被反向工程推导出私钥[4] - 比特币社区需要转向量子抗性签名方案，但达成共识和迁移代币到量子安全地址可能需要 6 个月到 2 年的时间[7][8] - 量子计算公司预计在 2028 年至 2033 年间破解 ECC 椭圆曲线加密算法[12] - 比特币为量子霸权提供了一个巨大的漏洞赏金[12] Digital Asset Treasury (DAT) Companies & Market Dynamics - MicroStrategy 通过出售股票筹集了 144 亿美元的美元储备，用于支付优先股，这稀释了股东权益，此前该公司通常会将筹集的资金用于购买比特币[44] - MicroStrategy 等数字资产国库公司被迫去杠杆化可能标志着加密货币牛市的结束[45] - 市场担心数字资产国库公司发行的优先股的收益来源，因为比特币本身不产生收益，而这些优先股却支付 7% 到 1075% 的股息[49] - 市场普遍认为，数字资产国库公司是本轮周期中杠杆作用最明显的领域，可能面临风险[56] Zcash & Privacy - Zcash 因其屏蔽池（shielded pools）功能而受到关注，该功能可以隐藏所有权，且不暴露公钥，从而在技术上具有量子抗性[39][40] - 一些人猜测，比特币 OG 可能正在出售比特币，并通过 Zcash 转移资金以规避税收[40][41] - 普遍的隐私叙事也推动了对 Zcash 的关注[42]