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Balaji· 2026-01-18 17:11
RT Balaji (@balajis)Unfortunately, it's obvious that China will reach out to Canada.https://t.co/r3RLBwf5cK ...
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Balaji· 2026-01-13 09:58
Even in 2013, it was clear we'd have to leave.The collision between the rising network and the failing state was all too obvious. And much has played out as foreseen.Fortunately, we've already globally decentralized.That's what the Internet means.https://t.co/FSRE6vbCz1Balaji (@balajis):Remember, technology is global.There are 420+ cities with unicorns.Crypto has decentralized out of the US.And AI is decentralizing too.You can advance technology from anywhere. https://t.co/KGSrkjEGmo ...
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Balaji· 2026-01-13 09:54
Silicon Valley's Ultimate Exit. https://t.co/R61vGf6Gc4 ...
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Balaji· 2026-01-11 22:11
They’re just going to destroy every Western fiat ledger. Anything stored on any fiat ledger, from currencies to stocks to bonds, will be first exorbitantly taxed and eventually simply seized. Or simply inflated to zero. That is the logic of the sovereign debt crisis. ...
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Balaji· 2026-01-11 22:07
The end of Western Keynesianism will be even bigger than the end of Soviet Communism. ...
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Balaji· 2025-12-22 14:58
Economic Comparison - The report draws a parallel between a hypothetical country experiencing deindustrialization and dedollarization and Russia in the 1990s [1] - Russia in the 1990s faced globally uncompetitive factories, devalued currencies, and a loss of imperial identity [1] Geopolitical Analysis - America experienced economic success in the 1990s, while Russia faced significant challenges [1]
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Balaji· 2025-12-22 14:06
THE REAL VALUE OF AMERICAN REAL ESTATEMolson asks: what's safe when fiat fails? A great question. We unfortunately have more films on alien invasions and killer robots than we do on fiat failures, so relatively few have thought through this scenario. But given that decades of accumulated borrowing is now finally coming due, it's worth modeling what happens when the dollar is debased to pay the unpayable debts:We'll focus on the question of whether real estate is really safe in the event of an American fiat ...
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Balaji· 2025-12-22 12:03
To be clear: I will always be an Elon supporter, and of course Tesla pioneered modern EV technology, but the Chinese companies in this space are highly competent and not to be underestimated.BYD announced their charger earlier this year, in March: https://t.co/GS3zVqavJk https://t.co/dWAjIttIvBDominic Lee 李梓敬 (@dominictsz):BYD's charging station in China, 400km in 5 minutes!Gasoline what? https://t.co/WgWGc5Nd3q ...
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Balaji· 2025-12-22 11:57
This is the EV flippening.Electric vehicles now fill up roughly as fast as gas. The new BYD chargers add 400km of range in just five minutes. https://t.co/bw6Yg4jElc ...
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Balaji· 2025-12-21 14:37
RT NS (@ns)THE FRACTAL FRONTIERWhen David Friedberg visited Network School, we talked about how the next frontier might not be in the West. Perhaps it's actually on the Internet.Perhaps what comes next is the fractal frontier.4:14 - The fractal frontier7:45 - Network vs state12:16 - The state as a metaorganism19:50 - They always want more29:40 - America was built on rugged individualism34:50 - FDR as the least-bad communist dictator40:47 - In the West, network > state48:10 - Consensual moderation53:12 - Sav ...