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Balaji· 2025-10-20 12:15
Health & Longevity Trends - Bro science is evolving into formalized self-experimentation, accelerating longevity research [1] - The industry is tracking the potential of specific compounds for health benefits [1] Potential Compounds of Interest - BPC-157 is being explored for repair and recovery properties [1] - TA1 is being investigated for its impact on immunity [1] - Retatrutide is under study for its effects on metabolism and inflammation [1] - SS-31 is being researched for its potential to boost energy and longevity [1] - Semax is being examined for its cognitive enhancement properties, specifically IQ and focus [1]
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Balaji· 2025-10-20 11:42
See also @biancoresearch and @AndreasSteno.Jim Bianco (@biancoresearch):Gold Warrants on the Shanghai futures exchange have nearly doubled since this chart posted a month ago. Up 25x since the beginning if the year.If anyone asks the question "who is buying gold?"Show them the updated chart and say "China."---What is a Gold WarrantA gold https://t.co/Q0DTth6x0L ...
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Balaji· 2025-10-17 11:08
When all else goes down, the Internet stays up. So, after a catastrophe, we restore from cloud.We're actually already used to this idea, and even have icons for it. We just need to scale it up from individuals to communities. Bitcoin is like v1 of that.https://t.co/ZHOsa7BAlo https://t.co/BR4NlvIdsoYishan (@yishan):As the trade war intensifies and geopolitical tensions rise, Balaji’s philosophy and his vision for the future becomes clear.Establishment midwits think of him as a crypto tech bro, but he has al ...
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Balaji· 2025-10-17 10:28
Geopolitical & Economic Analysis - The US is experiencing a relative decline that has been ongoing for decades and is likely irreversible [2] - The US's reliance on exporting dollars as the global reserve currency makes a gradual decline unsustainable, potentially leading to a significant economic downturn [2] - The push to maintain or expand US empire is nearing its end [3] - Dollar inflation is a form of global taxation [6] US Military & Industrial Capacity - China's hypersonic missile capabilities could neutralize US aircraft carriers rapidly [1] - US military is heavily reliant on Chinese manufacturing [4] - One Chinese shipyard's shipbuilding capacity exceeds the entire US Navy's capacity [3] - Decoupling from China is not feasible for companies like Raytheon [2] - The US military is reportedly withdrawing from China to focus on the Western hemisphere [5] Societal & Technological Shifts - A national insolvency, comparable to the end of the USSR, is approaching [5] - The shift from the West to the Internet is as significant as the shift from Christendom to the West [10] - 21st-century ideologies will be built on Internet-first principles [8][12]
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Balaji· 2025-10-17 09:58
Geopolitical Analysis - The report suggests that the US is undergoing a strategic retreat, focusing on homeland defense while asking European NATO to fend for itself [3] - The analysis indicates a shift in global power, with the world economy decisively moving to Asia [5][6] - The report posits that the world's dominant military power is no longer Western, marking a significant change in the last 500+ years [6] Economic Concerns - The document highlights that the US business model of money printing relies on a global empire, with dollar inflation acting as a global tax [4] - It warns that a shrinking tax base due to US troop withdrawals and tariffs could lead to a 67-90% drop in the tax base, causing a significant decline in American living standards [4] - The analysis points to a sovereign debt crisis underway in America, Western Europe, and Japan, leading to a simultaneous decline of all parts of the empire [5] Technological and Ideological Shifts - The report proposes that the Internet could be the seed for civilizational rebirth after the decline of the dollar empire [10] - It argues that China, while a goods exporter, is an idea importer, lacking a conceptual operating system for global adoption [14][15] - The document suggests that the Internet will generate universalist ideas that appeal to many, providing alternative ideologies to Chinese nationalism outside China [18] Future Balance of Power - The analysis envisions a future with a billion-person Chinese superstate alongside a thousand million-person network states, offering alternatives to China [19] - It suggests that the existence of these alternative societies wouldn't provoke China and that China wouldn't gain from conquering them [21] - The report concludes that the creation of alternative societies is one model for how the Internet may eventually balance China [18][22]
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Balaji· 2025-10-17 03:25
At first that may be what’ll happen.But think about how the US was balanced for decades by the USSR. And during that period, the US was a better actor than the USSR. West Germany was better off than East Germany, South Korea was more prosperous than North Korea, and in general the US strengthened its allies while the Soviets didn’t.However, once the USSR fell, the US gradually became unbalanced. After 1991, it invaded too many countries and printed too much money — both to its own citizens’ detriment and to ...
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Balaji· 2025-10-17 03:05
The Internet was built to resist a nuclear attack. So you can’t easily use physical force against it. Even cutting undersea cables can be thwarted by satellite internet. https://t.co/xoLeGgCjdyElliott Pearce (@IrishCowboy13):@balajis Perhaps. How is the internet supposed to deal with thousands of cruise and ballistic missiles? ...
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Balaji· 2025-10-16 19:39
China is more MAGA than MAGA.The Internet is more America than America.That is: China has the heavily armed, highly industrialized, culturally traditionalist, monoethnic society that MAGA wants.Meanwhile, the Internet is global equality and uniform rule-of-code. It’s free markets and free speech, and the next version of what America once was.At this late stage, I don’t think the ~77M in MAGA can realistically out-manufacture the 1.4B of China. But the 7B+ on the global Internet could eventually balance the ...