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supercycle (real)
Recorded: April 4, 2025 Duration: 4:00:39Space Recording
Short Summary
In a lively discussion, participants explored the volatility of the UVIX chart, the implications of potential tariffs on the economy, and the evolving dynamics of dating in the digital age. They highlighted the significant growth of UVIX, the impact of geopolitical tensions on market trends, and the challenges faced by individuals navigating modern relationships.
Full Transcription
now it's live it's we can continue with our discussions of macroeconomics now macroeconomics
we should open it up by looking at the uvix uh chart for the day it's... Oh, it's so nuts, actually.
Yeah, it was at $35 yesterday,
and it closed at $52.60 today.
Wait, didn't you buy... Didn't you buy puts? No, I didn't you buy
puts?
No, I didn't really buy
any puts. I just bought volatility.
So I bought UVIX and I bought UVXY.
And UVIX is up
48% today.
So it was
a sweet little treat for me.
Yeah, that's a pretty genius move.
Unfortunately, I was a little bit scared,
so the positions weren't that big.
So I didn't make a huge amount of money,
but I'm still net positive for the day.
It's the Lucas investing handicap.
High conviction, but still pussy.
2% net worth gains on a big win.
Now I'm coping.
It's going to go up tomorrow again, right?
You should double down, bro.
Yeah, I should have.
There's going to be even more volatility.
He's going to announce triple tariffs and then also remove all of the ones on Ukraine.
Oh, so true.
I'm buying right now.
$50,000. buying right now fifty thousand dollars okay can you hear now yeah can you put
up an off screen? So true.
See, it's been a while since I've used this computer for those.
My, uh, the Bitcoin price on the, you know how the thing times out if you leave a browser window open long enough?
It is at $85.598 right now. Uh, so let's see what happens when we refresh let's see where we gap to so within the flux for like the last few days it's actually not that bad
yeah we've just been in an infinite range
it may never end what if we were all wrong and bitcoin wasn't going to go up or down, but it was going to become a stable
coin at 100k like we all said, but
instead it's a stable coin at 82k.
It's a stable coin at 82
plus minus 2.5.
Yeah.
The world's first ever ranging
stable coin.
I mean, 85k is the key CZ level.
Someone's saying we need good aux bowl posters.
We definitely do.
How do you think we can get some good aux bowl posters?
Feels like that would help.
Just put all our life savings into ox it'll just turn us
incentively into bulls
wait you didn't
imagine reaching
ETH parity with silver
you talking about the ETH unit price with silver or the
market cap
ooh ETH is under 18.
yeah I have no idea what he's talking about with silver it's definitely not close to ETH
Bitcoin's honestly really strong given that um Nasdaq is below 18.5 yeah this has been
one of the few times when we've decoupled to the upside of equities.
Decoupling is always a really disturbing meme, though.
Historically, when there's a decouple, then you wait a few days and then Bitcoin just gaps down like 10%.
Yeah. so yeah why the delay do you think like historically i think i think you tend to see like okay if there's
like macro lead selling then stocks will fall first and then eventually someone some people
will be like okay i'd rather
sell some crypto and buy some of these stocks these stocks are cheap so you get that road rotation
and then people are like okay it's better to just sell crypto than to buy it
there's definitely more sellers than buyers and then it creates that
but you know bitcoin has the gme buying it has sailor buying it has some other buying so
i do also get why bitcoin is and it's also
it was not a productive asset which is its big favor is it because it's just like inert
so it doesn't it's not as impacted by tariffs right yeah that's an that is a really interesting angle
like in theory if there's a lot of global tariffs people should use crypto to do business right um
you know they're already using these third countries to do business to do like friend
shoring and like reshoring like reshipping people will use crypto for rails as well
it's probably really good for singapore really good for uae so it's really interesting that the uh the micro strategy
price doesn't really like exactly mirror bitcoins like micro strategy is down like 10 today
and bitcoin definitely did not fall by even close to that uh that amount yeah mstr is just a good
structure product on bitcoin right like sailor cares about the MSDR-E-T ratio.
If the ratio goes up, then he can buy more Bitcoin.
If the ratio goes down a lot, he may have to wait.
Yeah.
I definitely don't understand the instruments he's using, though.
Yeah.
Yeah, finishes off the ATM.
He's got...
He's got, like like three different methods now
to basically buy more.
yeah, I think real
pain from STR is until like
2029,
which is four years.
It's kind of a long time
why exactly 2029?
like a very precise timing
I mean just years in the future
when more and more of this stuff has to
like if you think about
MSTR liquidation risk
there's no liquidation risk right
it's just that the coins are owned
by the shareholders basically
it's not like he's it's
not like he's borrowing from people other than himself like other than his own investors right
yeah so investors have that same risk profile that they expect um he essentially will lose
control of the company like in some scenarios but the bitcoin won't be sold you know what i mean so
that was kind of his genius in that he found a lot of fixed income buyers that were willing to
buy like a higher yielding bond uh and that also gave them bitcoin upside because these guys are
like well this is a better bond than the other bonds i'm buying and it's an orthogonal risk exposure so i'll buy some
yeah this guy knows the numbers so 17 billion left of convertible bonds that he can issue uh 1 billion of atm out of the original 21 21. so bitcoin starts climbing again he can re-leverage
via convertible debt yeah i mean the beauty of what he's doing is that all this
convertible bond buying like he's tapping the fixed income markets he's not tapping himself
right it's not sailor max bidding with cash he finds under the couch um so just a genius
so naively it kind of seems like some sort of infinite money glitch i don't think it's
infinite money glitch i think he's just he's just he's like a you know there's like bitcoin etf
mstr is like fixed income bitcoin etf gotcha
and it's made more it's made even more attractive by his cult of personality around it because then
that gives it a retail volume and premium.
And the higher the volatility of MSTR, the more attractive these convertible bonds are also to buy.
Because think about convertible bond. What is it? It's a bond plus a call option, right?
So the higher the volatility, the more valuable that bond is so he he wants there to be tons of retail buying and
selling mstr um yeah mstr basically stole the entire alt season in my opinion if you want to
talk about who stole all season mstr stole because because now you get like leveraged bitcoin with no
liquidation risk and higher volatility and
great volume and you don't have to put it on like offshore exchanges or anything.
So we need to sell Michael Saylor on altcoin season is what you're saying?
That's actually like mission impossible type shit. Like you are not going to be.
yeah it's like ohm for for trap pie
Yeah. It's like OM for, for trash buy.
imagine imagine it's like you're trapped in a box by mr beast for seven weeks with michael
sailor and your one goal is to get him to endorse a cryptocurrency other than bitcoin
and you win 10 billion dollars right you're probably fucked like any other person you could probably
do it but you're probably actually with michael saylor if you fail to convince him then the uh
he leaves the box and then the box just crushes you yeah like it's like a box that gets smaller
every week until eventually like your your rib cage gets like uh just absolutely crushed imploding in on your uh lungs like three of your ribs spike
straight through you start just like gasping for air uh as michael say there sits there cackling
and the whole telling you how there is no second best
you have like one totally collapsed lung and the other one's like punctured and you're still trying to choke
out words to him like desperately.
It's like, no, please.
We should pray for Parabola.
Sifu is the
master CFO. Maybe, honestly. Maybe. So true.
I don't know. I don't know, guys. I keep asking around for smart macro people about what we're
supposed to do about these tariffs. And I keep getting back either highly confident answers
that rely on things that don't really make sense to me or we honestly don't really know
because in the past 50 years nobody's tried
tariffs this high maybe it's just one of those things you can do maybe we'll be fine or maybe
there's a good reason why no one's done it i know we're about to find out we will find out
i mean i mean it's probably sure that if there's a giant world war this is one of the steps leading
to that world war it's not guaranteed that there's gonna be a giant world war but this is one of the
key steps if there was it's necessary and that's sufficient well there also haven't been world wars
for a long time right like we had a period there where there were just world wars you know every
century or so and it's just been a long time we're definitely doing one yeah um we're it's the
same thing with like the the stock market right like it's been going up for so long like there
should be some down like we've been we've been in peacetime for so long i've been expecting a world
war like i mean look on the internet there's all these uh there's all these like conservative
libertarian prepper guys and they've been sitting been sitting there getting antsy because they're like, by all means, my circadian rhythm is telling us that
we're supposed to have massive global conflict by now, and we haven't had it, right?
So they're just buying a bunch of guns and ammos for the last 30 years, stockpiling
them in their wife's shed, and feeling like, what is the point of any of this?
Jed and feeling like what is the point of any of this like I have no world wars
I have no world wars.
but do you think Americans want to fight a world war right now
it depends uh I think basically nobody in America wants to fight for America uh but I think that
could be changed very quickly given like two or three big geopolitical mumbo jumbo like people
want to spectate a world war
but they don't want to fight a world war in the US.
That's very true but like
I think
that's actually kind of disproven by people's
attitude towards Ukraine now.
I think people in the US are fucking tired of Ukraine
and that's like the most spectatable war
of all time.
Yeah, well I think in the beginning they were pro-Ukraine
because they were like oh
cool cool new war and then later the day of war the same with the iraq right um so i don't know
i don't know i think things changed a lot with trump in office because like
there's basically no young man who wants to die for biden right yeah like
that person does not exist uh there are actually like there is like a bastion of like young white
psychopaths who like want to go out and go call of duty mode on like a bunch of random brown people
and now under trump i know a few i know a few in the in the military and they all joined under
biden and uh their attitude until trump won was i want to get out of the military and they all joined under biden and uh their attitude until trump won was
i want to get out of the military and now they're fucking all in and they love the military yeah
like i i also know a couple of these guys and i've watched them you can see like blood lusts like
flowing into their into their eyes as they're starting the conversation like they're now like
i might get deployed like, I might get deployed. Like, I'm going to get deployed.
I have one who his deployment is ending in like 40 days.
He's a little unhappy about it.
I only have 40 days left to kill someone.
Exactly. There's only 40 days left.
It's the best time of my life.
yeah i i really i really do think trump being in office changes like the world war calculus
quite a lot like i actually think that like uh under under biden it was basically impossible
for the u.s to start like a massive global war because i think we would have just gotten btfo'd
uh because nobody like the that same white psychopath guy,
when you tell him that he's going to war to like save like down and out minorities or something,
he will actually instead just kill himself instead of go to war.
Like he will literally just like live stream a suicide.
So like I think that having the situation be changed enough with Trump in office kind of does like, because those are the guys that make up the whole SOF, right?
Like, as you get higher and higher and more exclusive up the ranks of any military, like elite, whatever, like whatever squad or, you know, I'm not like one of those like ROTC LARPer guys, so I don't know all of my blah blahs.
But the you just get increasingly more and more like white sociopaths as you go up into the SOS forces.
And I think also now like this is just how most of war is handled.
I think also now, like, this is just how most of war is handled.
Like, it's very rare that you say, like, we're going to deploy 200,000 troops to, like, the shore of this country.
And then they're going to go, like, band for band with their 200,000 troops.
We're going to do an even trade, right?
Like, that doesn't really happen, I don't think.
So you really do need, like, the hyper freaks at the front line that just like blow up strategic power stations
yeah but they need to like be absolutely committed they need to completely believe
without compromise yeah like they're they actually cannot defect because any one of
those guys defecting is just like instant explosion for the whole thing yeah
it's like one of the funnier contradictions about the uh the lib world order let's say is that it
like nominally has like this huge interest in war and everything that it like denies and everything
until uh really until it becomes directly exposed to it like with ukraine or whatever and then it's
all and then just goes all in immediately and you see like the most hilarious uh reorganizations like dick cheney like
endorsing kamala or whatever and then uh turns out that like that same that same order that has like
a like a nominal interest in war and everything and like or like very powerful incentives for
these wars are just absolutely horrific at like actually engendering any like positive sentiments
required to like pursue a war in earnest i mean i i still think it's pretty unlikely that the average american wants a world war because
if you look at like ukraine yeah it's like isolationist now that they're like why do we
care about these things look at um china and taiwan now they're also trying to dial it back
a lot and be like why do we care so i think unless you like a
pearl harbor style thing where america actually gets attacked like a 9-11 it's very hard to
produce the catalyst for war however if you do get false flagged and you do get like an
like a 9-11 created on itself then they could use that to justify a war right yeah so um yeah the false flag attack
would probably be a catalyzing moment um yeah i was gonna say like it almost doesn't matter
because i'm pretty sure that everything is started at this point by false flags
and like everything is justified by laundering false flags at this point i think it's been like
that for years man like i think you can make a case for this about like, almost like definitely like our involvement in World War One and Two, like you can argue very strongly from the false flag angle for both.
like setting up the false flag is probably false, right? Like, yeah, I don't think if you go around
and say to like any American, like, do you want a world war? It's like, you're going to find someone
who says yes, but it's going to be a guy with like a concrete, like a bunker in his backyard.
That's filled with like peanut butter that doesn't expire for like 20 years or something. And he's
been preparing for this one scenario. And he he's like, this is is gonna be my time to shine right but it's like
that is like one out of a thousand people yeah so I I just don't but I I think the big thing is
just like whether or not you want the world war because again I don't think anyone does want it
uh would you actually side with your own country right and I think that number is probably higher
now than it was six months ago for America.
I mean, the crazy thing about American World War Two, like, is that and it's really poorly taught in the States. But like America was basically pro Hitler and pro Japan for like the vast majority of it, at least neutral, if not just actually pro.
Right. And so I think that like it's only later on that they turn.
So ultimately, it's about people...
Like, I think that's why Trump actually likes Putin, right?
Because he thinks that, okay, I have my realm
and you have your realm.
And, you know, he's now exerting a lot of influence
on his realm because you have this phenomenon
where, okay, Trump, you know,
sees opportunity to exert more influence in Greenland, take land that's great for his opportunity to exert more influence in like Greenland,
take land that's great for his legacy,
exert more influence on Canada,
make a 51st state meme,
we're bringing in the Gulf of Mexico,
you know, all that low-hanging fruit.
And China's not going to care, right?
Like no one's going to push back.
So I think he's kind of bending that,
that like rules-based system.
But I think the thing that people forget is like the reason why you build up
these like trade networks post-war, like post-World War II,
everyone was saying, you know what we need is we need a ton of global
cooperation, right?
We need tons of like free trade and stuff because then people won't go to
war again because the cost of going to war will be so high.
So when you have tariffs,
the reason why tariffs always precede large wars is because once you have
tariffs, you know, once you have tariffs um you
know or you have like draconian policy against a single country or a few countries as in the case
of treaty of versailles in germany in nazi germany like then the country's like well anyways i'm
isolated and anyways i've got this manufacturing capacity i don't know what to do with why don't
i just make a lot of guns and tanks right like china last few years is making a lot of ships
because like anyways i have a lot of the steel i can't sell it so i might as well make a huge navy
out of it so i think like the the kind of disturbing thing about tariffs is a bit if it
gets entrenched then you have this decoupling of economy like it actually makes no sense to
really decouple economies right from from a consumer perspective um from a war perspective yes you should decouple because it allows you to wage war better
right but if the goal is to wage war better it's just because you haven't had a world war in 100
years so you don't remember that war sucks right so but i but i kind of agree with you guys that
like i do think there's a segment of population both in china and in the u.s that's like you know
young inso mentality they're like what is the point of being against war like let's have a war right because war is
actually the great equalizer for guys because well i mean no no like i don't even think it's
that like they've forgotten that war is bad necessarily i think it's that like uh there is
a there's a part of the population that like war is actually bad for and then there's a part of the population that
like they actually are just like genetically predisposed to like actually enjoying war
like even if it involves like watching their like relatives get blown up uh like and it's like
there's been a bunch of like uh weird like evo psych studies on this that say like you basically
have to evolve these people in a population of men
or else your civilization just gets like raped and conquered by everyone yeah uh so like yeah
that that's my only like real uh clarification on that is i i don't think that they are thinking
that war is good because they just haven't experienced war and they don't know like i think
they actually will enjoy killing people oh yeah
absolutely right I mean if you look at if you look at um what what is war good for like who's
it good for it's good for the average man on the street right because let's say you win the war
you come back like now the average man is a hero right that's why you have a huge baby boom unlike
you know the the the soldiers returning because now, for the average woman, an average guy now looks attractive.
And then if you look at what else besides war can cause an average guy to seem to have value.
Capitalism doesn't provide the means for that anymore.
Capitalism basically says that this guy is a gamer, or this guy is like he drinks soda or this
guy watches netflix like it's like you're like you're defined by what you consume in in capitalism
now yeah let me just don't respect that this doesn't get them going it doesn't get them going
whereas like this guy you know he fought in like battle of normandy like damn okay or he fought
unlike the pacific theater like you know it becomes much more becomes much more masculine I I
think that you have a lot of this kinds of masculine energy in both great
powers right now and that's one of the disturbing thing I feel like in China
you have a lot of jingoistic generals ex-generals that will go on TV and
they'll talk about how like oh you know here this is screwed that here
that's screwed uh in terms of like you know we're you know we're dominating this theater we're
dominating that and so i think you know that really speaks to their base of like yeah country's awesome
and it's a great way to to distract as well from like you know job job market um can be tough but
you know nationalism is always like the opiate of the young men right
like war and nationalism is a is a really good opiate um because it makes you feel proud of
something that's not yourself that you you don't have to be like even though i'm not succeeding
per se my country is succeeding or like my my class of people is succeeding so i mean it's
also probably very likely to get everyone laid because uh
right now there's not a sense that the modal guy is capable of going out and like killing a bunch
of people uh it would actually sort of be laughed at as a notion right like you actually have like
five foot four women speculating that they can like beat up some ugly guy who asked them out
uh yeah exactly probably this changes with a bunch of like
war propaganda video of like random men just like uh using like cybernetic limb
augmentations to like rip some guy's spine out of his body
yeah so it's kind of disturbing
our descriptions of like uh the violence on this stream are they're getting increasingly more creative and
excitable.
I wonder what it means.
I will say this like.
There's there's a reason why men identify with violence, right? I think it's kind of reductive to say that it's, call it like, supplementary, I guess is the good way you said so it's like it's like oh like it looks like nationalism is an opiate in the sense it allows a person allows a guy especially to be proud of something that like he didn't make but like he actually like is kind of a part of like the thing that made it right it's
like yeah like englishmen are proud of the fact that shakespeare is english and like everyone is
proud of their national representatives and everything right like and it's not just like
cope it's like because like you ask any one of these guys
and they're like yeah i understand that like i'm not shakespeare like i didn't fight in world war
ii or whatever it's like a vague okay but it's like a vague it's a vague spirit that is is mostly
like historically not accurate but they'll but it's like a like a great example is in japan right
with the emperor like when when when they were starting to go very ultra-nationalistic, they basically had to make up a lot of stories about Japan and Shintoism.
So, like, a lot of the tokens of nationalism are literally made of stories.
They're narratives to get people going.
You can easily have narratives going the other way, too, right?
Like, almost all nationalist narratives have been produced in the last 150 too, right? Like almost all nationalist narratives like have been produced in the last 150 years, right?
And it's saying, we should be proud of like this guy
from like five years ago.
And then you really look like
look into that guy's background, it's like, okay.
Like, well, why are we proud?
Or like, how are we proud of it?
Like that's like the thing that I think is,
I mean, it was in the same sense, like the Roman Empire, right? You have
like Romulus and this stuff. And it's like, these are all myths, these creation myths of nations.
And it's used to justify great wars, right? Like nationalism, the wave of nationalism was
important to unify these like, you know, different provinces and like regions of Europe
during the late 19th century.
And then that leads up
into these giant world wars afterward.
Because now that we believe all this stuff,
we can totally just keep fighting more wars.
I don't know.
I think that
there's an underlying
trade-off that's made right here.
As you said, you can have
narratives that are broadly gener here and then like as you said like you you can have like two like you can have like narratives that are like broadly generative
and narratives that are broadly um demoralizing right like ones that kind of like ones that
kind of spur you to action ones that kind of do the opposite i think that you actually have to
choose like it like it's it's no it's no mistake that the average like american man's like
conception of himself is increasingly demoralized right it's it's not really it's no mistake that the average American man's conception of himself is increasingly demoralized.
It's not even necessarily because
someone is targeting him.
It's just that in a vacuum where there isn't
generative narratives to take up space,
just naturally, I'm almost leaning at this point
towards characterizing it like a quirk in
like human psychology like you just will have negative narratives that that uh take up the
space right so it's like at some point like if you're like a modal guy it's not even necessarily
that you you're you're choosing like you're choosing like some sort of like false like
supplementary narrative because like you have nothing else but rather you're making a more i i would i i would call it almost informed decision
to choose a worldview that either like chooses to see value in you between one that or one that
doesn't right because like again like we go back to uh we go back to the talk about like oh like
the average like five four woman thinks that like uh she can like take on any guy right like that's
just wrong right like that that's an absurd premise and like but like it's true like you
actually like talk to like the modal american woman she has like some genuine notion of this
right but like the actual meaning of that is that she has a very very powerful a very very powerful
dismissive and uh negative regard towards the men her life. Like that's actually what that means at a personal level. Right.
And I don't think it's,
I don't think it's really surprising that men are kind of waking up to that
and they will choose actively the, the exact counter narrative to that.
It's neither here nor there how true that narrative is necessarily.
that narrative is necessarily i think in this case it is very true but it's frankly neither here nor
I think in this case it is very true, but it's frankly, neither here nor there.
there it's just human human like politics and culture like relies on organizing around these
different polls and i think that for any given person you can you can only ever really think
about it in terms of like okay is the poll that they're identifying with one that will actually
like help them individually or even them as like kind of a category or like a type of person
on in the long run right uh is this where poly mix comes from yeah yeah polymix like you you
you're actually like choosing a poll to advocate to advocate for a poll to like
all to organize your like your thoughts and your rhetoric around rather than like an actual like
specific stance necessarily right stances are instruments of polls so when i say like too many people like this person
uh and like whether or not that's like maybe they're a fine person but it's like simply too
many people like them for the amount of good that they are right there should be some people who
dislike them and i decide like regardless of what does, I will oppose it just because there are not enough other big
accounts on Twitter saying that this person is scum. I mean, people do this with people do this
with stocks. They do it with with crypto. It's like it's like this thing is overvalued and like
I'm going to take a principled stance against it because it's I'm basically just taking like a
market dictated action. Yeah, basically. Pushing something towards like a pole that seems less delusional.
I think so.
That's funny.
Yeah.
That is mostly how I do things.
Like I do most of my takes are like not meant for like a vacuum, right?
Like they're explicitly like, well, okay.
The logic of this doesn't actually matter, but more people need to like or dislike this thing
yeah you can you can just choose a worldview actually yeah on the basis on the on the basis
of mere self-interest or on the basis of just equal just appealing to uh some hypothetical
equilibrium this was a whole like rhetorical thing that like uh the right wing sort of
i guess maybe pretended to or actually did forget for years and years when they were like, yeah, dude, like we need to just like pretend that like the far right.
Like they're all bad also.
Right.
And it's like, well, wait, that actually means you can never get anything you want.
Yes.
Like you have to you have to have enough directional like distance between like your stance and the one that you shoot for in order to get the thing, or else you never get it.
Yeah, it's like research Jonathan Bowden theory.
Like any movement always looks to its most extreme elements as forms for energy and sucker.
And sucker, that's another word I don't know.
S-U-C-c-o-s-u-c-c-o-r i i know the way that you spelled it but i i was like ah fuck i don't know how i don't know how that one is uh
supposed to be deployed also i haven't had my coffee yet today man i'm giga retarded i mean
suck anything that is sucker is like a source of comfort and strength basically is what it means
huh okay but it's like if you're
if you're like if you're a political movement and you cut yourself off from your extreme elements
you you end up kind of just cucking yourself because then you beat you basically become like
a you you basically become like a reactive parody of your enemies because that's really because
that's all you have left at that yeah yeah yeah because you don't actually have any directionality yourself right it's like uh
it's why like something like anti-feminism is like destined to just completely blow up as like a
movement because you've defined yourself as anti another movement yeah right like study uh study
john winthrop it's like i'm a contrarian which means instead of letting people tell me what to do and do uh just let play people tell me what to do i just do the opposite i had uh i had a bunch of people respond
with that tweet to my uh my tariffs tweet actually it's part of the canon and i was like well like
it's sort of it's sort of different right because like uh it's actually not just like being contrarian
that like because contrarian implies you're doing the opposite of what the masses do.
Right. You're doing whatever like the unpopular thing is.
Whereas it's like there are actually certain people that are like anti indicators.
Right. Like there are certain people who it doesn't matter what how popular or unpopular a take is.
They will find the wrong option no matter what in every situation
they will contradict themselves to do so they will like tie together 17 like rhetorical whoopsie
daisies in order to still be super wrong about everything this is the land shark leftist tweet
yeah yeah yeah it's like not necessarily like uh like you're not being contrarian by countering
these people you're actually cultivating a group
of people who provide like a very accurate indicator uh by just inverting everything
and it's like it's it's much easier to find these people than it is to find people who do everything
correctly because like people who do everything correctly like they'll still have periods where
they're off or they miss or stuff but like when somebody gets on the roll of just fucking they're wrong about every
single thing like it is damn near impossible for them to ever change that like they do just have
like a damn near 100 hit rate on being wrong forever about literally everything and you can
very reliably like i mean with the tariffs like uh do any of us honestly know what's going to go
on in tariffs sue might have some idea uh
i have no fucking clue what tariffs are going to do like at this point in like the american uh
like quantitative easing uh experiment right like so i i'm kind of like i can either do like one of
two things one is like become a macroeconomics expert in the next two days
based on studying data that doesn't exist because nobody's actually tried like global power tariffs
this high in the last like 30 years or i can just say well like i'm gonna look at the people who are
always wrong and assume that they'll keep being wrong yeah i mean at the end of the day like nasdaq worst day since covet dump uh bitcoin
green on the day so from a crypto perspective there's not that much to get too frustrated about
my opinion um just like not you know if you do own some of these like american exporters or
these american stocks that you know manufacture, like you are probably cooked,
right? Because like if you're Nike, you're doubly cooked because everyone hates America now,
so they're not going to buy Nike. On top of that, your own factories are going to get tariffed in
Vietnam massively. So you're like hit from both angles. Like some of these companies can go down
a lot over five years with these trends but you know
like the long run like that just shifts like maybe the idea of a nike that's manufactured in vietnam
and selling as like you know an american sports brand maybe that's unsustainable you know um
maybe they should manufacture in the us yeah exactly like like how much of what people are
scared about like dying as a result of these tariffs are themselves just like artificial constructions
of other policies. Yeah. Other dynamics that themselves aren't. Yeah. Like in some world,
like you shouldn't exist, right? You shouldn't be able to manufacture in like offshore and then
sell it as an American apparel. So it's not too crazy
i do think stuff like apple tesla like it can be a little bit cooked in the longer term because
the products aren't that good like they're okay but they're not amazing for their price
i keep seeing videos of the self-driving cars like uh like i saw one so like a viral post of
some guy being like elon there's
like a minor bug in your tesla self-driving protocol and then it shows a video of his car
like just like steamrolling this little one while it's trying to park itself uh and uh and then i
saw commenters saying like this isn't real like the self-parking only parks it in reverse he's
scamming but like uh i mean i i do assume that these self-driving things
didn't magically become perfect overnight like they probably do run over the little cars every
now and then so byd which is one of the bigger positions in warren buffett's brookshire hathaway
like has sold more cars last month than tesla sells in a quarter um and so i think that
there's danger to like some of the american consumer darlings because like you know when people buy an apple iphone in china in the past they did so because it's
aspirational it's like oh this is like a luxury product i i use an iphone like green ball you
know even though they don't use i message they'll be like oh you know apple is still like the best
and then you know samsung's a close second right
you know in in korea that's already flipped right like more people have samsung high-end phones than have um you know iphones but if you get like broad shifts where like people just buy different
phones like that can be super bearish for american companies right like well i mean the samsung
phones are better bro
i'm gonna yeah i totally agree i use android for 10 years i i have both now but i i mean
seven of those are just actually better in almost every way i think huawei phones are actually also
better than iphones yeah those have come up a lot too the main thing with huawei is just
a goofy camera modules like they just look so goofy from like an american design perspective
having that big circle quad sensor on the front like they should just not do that and they'll be
fine yeah so this is i don't know like samsung has successfully gotten away with like they're
literally releasing phones that are at a given price point more expensive than iphones now yeah like if i want to get a 512
gigabyte phone it's more expensive by like 80 to get like the samsung one than it is to get the
iphone right now yeah yeah if you get like proper big boycotting of american products
it can be like this pretty big sea change and how people view it um i think ultimately a lot
of the consumer behavior is driven by like women as well right like women like iphones so then they
get iphones and then they're like oh guys should get iphones like you know so that kind of enforces
it if people just said you know we don't want to buy this stuff anymore um it can be pretty
like there's a few
fashion brands that have been super cooked in china because they said something dumb or they
like had some bad marketing thing i mean it cooked for like two three years um
so you can have that that effect but on a global scale on some of these how do you think samsung
should target women in america what's the play
i think should be like kamala like get kamala and like hillary clinton and like some like aoc to use it and be like if you're a real feminist like you should be using samsung like if they could pull
that off because like i think korean like korean fem cell is kind of getting iconic now right in the US and that they've created a lot of like separatist like pro female writing and stuff so I
think like the there's some potential there to just be like if you're like a
working woman if you're like if you respect, then you get Samsung. If you don't respect yourself, then you use Apple.
I disappeared again.
That is a hard angle, I think, in the US especially.
Women are very weird about the green bubble, you said it yourself.
That's kind of going away to a little bit because now the...
Like, they opened up RCS, so now Android can do it too.
Oh, you can emulate the green... Yeah, I can do all the same reacts and stuff.
I can have red receipts and all that jazz.
But the bubbles are still green.
I had a few people commenting, like, oh my god, what's going on?
I've never
seen red receipts on a green bubble before how are you doing this and i was like the android
power is growing like you just don't understand
you know we should start as a like an incel phone company we can white label xiaomi or something
like not difficult to do we have the incel phone and the whole point is to infiltrate these like blue bubble circles.
And then you can like use your red text and use your crazy reacts.
Samsung is literally the incell phone, dude.
Like it's made by South Korea.
Like how are we going to make a better incell phone than South Koreans?
Like they're actually like at this point, like,
they're leading the frontier of incel technology globally.
But I mean, like, a special incel phone just to infiltrate, like, women.
Maybe the problem is that they wouldn't talk to the guy in the first place.
I think the problem is that the incel phone would would be designed not to infiltrate women but to keep
women out right yeah true well so it might have already been invented like that that again samsung
like they did it they like no there is no second best what if you have like the phone is like a
chat fishing like device like the whole like you you make chat fishy like a sport um like from what angle are we
pitching the chats like imagine you had competitive chat fishing uh where you you have the phone
and then the goal is to like like go on socials create like fake accounts whatever and then you're
you're like messaging people with your red like bubble map or your like whatever, and then you're messaging people with your red bubble map
or your blue bubble.
And then at the end,
when you set up a day
and you don't go,
then you say,
aha, I'm actually not using an Apple, motherfucker.
That would be pretty funny, I think.
You know?
Can you change the color of the bubbles? Is the question.
Imagine you text someone and they reply
and their bubble is red.
Or like purple or something.
How powerful would that be?
Because green and blue are very
overdone now. I don't think anyone cares about
those colors.
I want like a crimson, like blood red.
Scare the foids.
Yes.
A black bubble. Black is my heart.
Why does Lucas keep popping in and out like this?
I don't know, man.
He's been doing it for like an hour
even before the stream started.
We are, but I just keep living in connection.
Are you not in the office?
I started it because I was like,
well, if I go into the office,
we're going to have that weird thing
where you all hear the demonic headphones
for 20 minutes.
So I'll just like not do that until afterwards
we're getting cucked in another direction i woke up at like 9 0 5 today it was a
bizarre day only got 50 minutes of rem sleep too the worst sleep of all yeah
oh i'm retarded today i can actually like track now can actually track now my mental hiccups to the amount of REM sleep that I have achieved.
Yeah, I don't have a ring or a watch to actually track that shit for me, but I can just tell.
I'm going to get Suwon as a present, and he's not going to wear it because he'll think it looks gay.
get sue one i'm gonna get sue one as a present and he's not gonna wear it because he'll think
it looks gay and then i'm gonna make him look at the numbers one time and he's gonna be like i
don't care about these numbers also i think this is gay uh what is this it'll be like a whole the
whole stream of just me pestering sue who is yun he's the dude he he is the insult president the insult king so american spirit is saying they just impeached this guy
he's the one who he declared martial law
that's kind of a bold play right it's bold play i don't think it works in general but
there's a world in which it could work though and that world is one that's really fun to
entertain like if i was president of a country like the ruler in some capacity there's a large
chance of me declaring martial law just because it's seen like i mean of all the countries to do
martial law and i think south korea is probably the nut worst because you know technically the
south korean military belongs under the command of America.
A lot of people don't know this.
But because the Korean War technically never ended,
if the U.S. declares any war,
South Korea has to follow Washington's directions.
So it's not the greatest.
It's not the greatest. You need the the greatest like you need like you need the support of america to do that basically he might have gotten it if he had uh delayed it a few months when trump was in office it's true
yeah all he would have to do is say make men great again yeah every south korean president now they like it like impeach or like
convict the former presidents and then vice versa getting pretty nasty i'm trying to find a tweet that i saw
someone i saw someone claim that like there had just been another election in south korea
and the incels won again but um everything i'm finding like actually googling all this
stuff we're talking about right now seems to say exactly the opposite what is this I'm trying
I don't even remember the specifics
I'm trying to find it
it was an interesting claim though
looks like I didn't bookmark it though
it's over
but it's more talk
that ah here it is
yeah he's just he claims that uh they just like had an election but he's actually talking about
the martial law thing and he himself is kind of retarded it's all like a reaction to uh
the whole like crazy polarizing like the the gender polarization
in korea like how it's worse than
anywhere else by far so i believe that you're muted lucas
yeah the judge in the constitutional court rules that yun uh went beyond his powers so
yeah they successfully impeached him he's out of office now that's crazy
i think he's still officially in office but he's the first sitting president to be arrested and
incarcerated so it's kind of this weird thing.
Like, it would be like if the Supreme Court tried to, like,
like somehow you lost control, like Trump lost control of, like,
some state and then the state, like, incarcerated him and then the Supreme Court or something, like the state court
and the Supreme Court, like, upheld it.
So he'd still have the power of the executive branch.
But then, yeah, it was pretty nuts.
The footage from the martial law was really
funny. It seemed like
absolutely none of the military forces
were ready for it. They had just no idea
where their job was or anything.
I suppose there is
the military element as well but
like even like in confrontations on the street or something like they're like protesters like
wrestling with them like grabbing their guns and shit yeah it's a very funny debacle all around
yoon is also a shamanist i think um have you heard about the shamanists no i i i've heard a little
bit about like like some uh some meme stuff about how...
I think it was Korea's last president was some kind of feminist cult person or something like that.
But I don't know anything about Yoon himself.
A shamanist, you say?
Yeah. a shamanist you say yeah north korea should honestly just do more international pr now they should have like a refugee program
for south koreans they should have like a refugee program for South Koreans.
They should have like, set up like a university study abroad.
It would take so little for like America to just think
North Korea was awesome, I think, within like a year.
Yeah.
Cause it's just based, it's like, you know,
there's kind of a respect for the great strong man
of history now, right, with Trump.
And then, like, who's stronger than, like, Kim Jong-un, Kim Jong-il, Kim Il-sung.
That's like...
And then they can laugh about birth rates being two.
And how, like, you know, if you're a normal guy in korea in north korea you just have a family
you have a house you have a home you have a family
yeah i don't really know like what is the big hate against uh north korea now
like everyone sort of just has this broad sense like scammer scammer nation scammer nation like
bad uh but like what descriptively if you ask a Zoomer, like, what is wrong with North Korea, are they going to say?
I mean, I think the West calls it a dictatorship.
But if you study the North Korean, I mean, if you study the Korean War, I think the thing with the Korean War is that it was very it was very tense, but like America had just used nukes
and then they were like, now that we've used nukes, why don't we use more nukes, right? So
MacArthur thought about using nukes in the Strait of Taiwan as well around that time,
and he also thought about using nukes in north korea and in the north korea case he was
actually extremely close to just doing it um and so that's why kim yul song was diga paranoid about
not not having nukes he's like okay i like i need to get nukes um otherwise i'm cooked so
essentially essentially like then for 50 years they're like okay our only goal is to get nukes right but
obviously like obviously like china couldn't just give them nukes because china also doesn't really
want north korea to have nukes because no one wants to have like nuclear neighbors uh of like
you know a little bit politically volatile things so the irony so the irony of north korea is that
like they're like okay let's get nukes and China's like, can you just chill? Like, I don't think you need nukes, bro. And then, and then like, no, no, no, we need nukes. And then, but at the same time, they had this communist isolationist policy, which is that then Kim Jong-un himself then is studying overseas,
loves basketball, loves Dennis Rodman, loves American consumer products.
And so there was a window where America and North Korea had a relaxation, right?
That's where you had, you know, you could sell products into North Korea easier. but i mean it just it's a lot of history people forget like why they hate it's been like
cuba right like cuba for a long time was like this giga hate thing and then they're like wait
why do we hate cuba right yeah like same thing that's that's sort of what i was getting at is
that i think that we're at the point now with like north korean hatred where like uh when things
change enough uh i think people are willing to look back and say like wait what if I
only hated that old thing because of we were in that whole old bubble that we've now debunked
as gay now uh and like I think a lot of people would be like ah like wait didn't they call like
Trump a dictator too like I don't know bro and it's like even if he like Trump a dictator too? Like, I don't know, bro. And it's like, even if he is literally a dictator, I think that line is going to go far.
What a lot of people don't know too is like, so like Chiang Kai-shek, the ex-Taiwan leader, right?
He actually pursued secret nuclear weapons program in the 80s.
Because mainland China had nukes he also
wanted to get nukes and then actually the americans shut down the taiwan project they asked him to
shut down the nuclear project because they just thought there's no need to have this escalation
so nukes are crazy how soon do you think China invades us here over in Taiwan?
I mean, I think it's still unlikely.
I think that the default position is just strategic ambiguity.
I think that the main concern point was this idea of a clarification that 2027 somehow matters
or 2047 somehow matters as years.
So there was this idea of an urgency to it,
but I think in general,
the Chinese mentality around it is more just,
if you're a Taiwanese,
you can go to China and study,
right? And ethnically, they're almost all the same people. So if you just wait long enough,
it'll naturally unify. That's, I think, the standard Chinese view of it. So there's no need
to invade. Like, invading almost implies that you are taking it over.
Whereas if you just wait, they'll just reintegrate it.
So I think most of them think, okay, TSMC had its golden run Apple supply chain.
The semiconductor tech once kind of reverse engineers it, and then they have it.
Once America reverse engineers it, now you like not so much value in Taiwan but then America might not care as much because
keep in mind like Chiang Kai-shek kept wanting to reinvade the mainland from Taiwan after he
retreated there and America America kept mogging him like bro you lost her and you just chill
just like chill on this island you know so i think ultimately like there's i think there's
kind of this illusion of like okay like america supports anything taongan wants and i think it's
like this mixture it's like this is more mixed it's like ultimately neither china or us want to
have like huge conflict in this area um for a whole number of reasons. It disrupts supply chain massively.
And also, it just doesn't matter enough either.
It's ultimately a fight over a small island, but it has a lot of strategic,
it has a lot of symbolic importance to China.
It has very little strategic importance to the US.
That's why a lot of the US neocons have been saying,
why do we care about Taiwan?
Let's fast forward 15 years strategically like why do we care about taiwan let's fast forward 15 years like strategically what what do we care about make them buy more weapons at least right so yeah i think i think you know there was a wave in taiwan where like it was very you
know uh close to the mainland and you know you had all these malls getting built and all this
stuff getting built anticipating mainland people coming and buying, and now that's stopped.
So I think it's complicated.
I think that the younger people in Taiwan, they definitely pro-DPP and they want more
separatist and more independence minded.
And then I think a lot of the older generation, they're more like, okay, it's like East and
West Germany.
So I think the odds of military invasion are very, very low.
That's what everyone I've asked down here thinks.
They also keep repeating the 2027 thing.
I haven't heard anything about 2047, but if that's another like magic number, that would make sense.
But they keep saying like, well, it's just a meme.
But they keep saying like, well, it's just a meme.
They do this all the time.
Like it's sort of like, you know, there's many U.S. analogs to this where it's just like, oh, my God, like this thing is going to happen.
This thing is going to happen, bro.
I think everyone's just gotten used to like we're going to war with Iran on the behalf of Israel like every three months or something whenever Israel does its quarterly like thing that it just does.
And in the same way that everyone is just kind of like
it's not real like nothing's
going to happen the people down here
seem to say that when I ask
they seem
unworried but I also don't know like is that
just a cope because like
you can't really do anything about it so it's like
it seems like it would be best to just not be worried. Yeah. Like another interesting thing
that a lot, not a lot of people studied anymore, but was like the first Taiwan Strait Crisis in
1958 with MacArthur. And there again, MacArthur was like, why don't we just use nukes again,
guys? Like we have the nuke, it worked inapan uh you should have used it in korea and we would have won well why don't we use it here in straight of taiwan
um because basically what was happening then was that prc was like starting to shell like these
islands controlled by taiwan like these two islands like in the north uh near to the border
because i think they wanted to probe like like, okay, like, does America
actually care or not, right? Because
you keep in mind, like, the communists
had won the Civil War, and so
the nationalists basically retreated to Taiwan,
right? This is, like, their last
place to retreat to.
And so you have this question of, like,
okay, like, what
happens now, right?
Like, does America care if we actually just invade all like
we just go all the way and we just defeat them everywhere um and so um essentially there was
this idea of like okay why don't we create the threat of this and so what they, what America actually did was they, they sent the components for
the nuke to Guam. And so, you know, they informed them that, okay, it was necessary, you know,
this is like getting prepped. And then China, like, Joe and Lai at that time, he like, okay,
he says, he said to Mao, okay, let's back off on this let's like do we really care if we take the final island or not let's like leave it ambiguous right so um well a lot of people don't remember that
either so how we need history is kind of cool it's very they're very they're very uh they're
very scrappy guys very scrappy very very scrappy like the idea of stealing
all the crown jewels and running off to an island and declaring yourself capital is still just like
such a giga chat energy man you had to represent china in the un up until nixon right like that's
pretty chat too like imagine like you're it's almost like uh like you have like the two capital
situation and then at the un like you're
like yeah i actually don't control the country anymore but like i'll take it back soon don't
worry guys yeah yeah yeah so the funny thing about shanghai shek was that like when like during that
period like the p the propaganda against shanghai shek was really bad in mainland because this guy sucked so much. He lost first the Japanese. He treated into the suburbs in a bed in Shanghai in the war,
all this stuff. And now he's running a renegade fake Chinese government.
And then Taiwan was pro-Chang Kai-shek, like, oh, it's good. But then now the history's gone
reverse because now China's pro-reunification and the KMT, the nationalists, are pro-Chineseek, like, oh, you know, it's good. But then now the history's gone reverse because now, like, China's pro-reunification and the
KMT, the Nationals, are pro-reunification.
Now, you know, the PRC narrative of Chiang Kai-shek is like, Chiang Kai-shek was a true
Chinese hero.
We're all Chinese.
And he basically, you know, he did the best he could.
He fought.
Because the KMT viewed it as, like, they were never separatists.
They were like, we are the realt viewed it as like they were never separatists they were like
we are the real china it's like bitcoin cash like they they didn't make a new coin like i am the real
bitcoin basically so yeah so and then for the kmt they're like you know what like mainly china's
kind of mogging now like i don't really care like let's just like join back because like they want
and the system is relatively capitalist like we can make a ton of money so what do we care at the end of the day like they're businessmen like they're not like uh like they're not like
radicals basically right because nationalists were basically all people with land and with
with like companies uh that's what the like the kmt was it was like the wealthy landowner
party um and the communists were like the peasants basically right and the intellectuals
so yeah i'm uh i'm deeply worried now like my biggest fear is that uh the us does something
that makes like taiwan ukraine too and there's like an equivalent of like a bunch of like nafo
libtards like uh bull posting taiwan and taipei and like now when i tell people that
i live in taiwan uh they will assume that i went there to like fight in the war for like
gay freedom values and like spreading homosexuality across the world like that's my main concern at
this point that is one of the yeah yeah that is one type of like the american guy in taiwan
it's like very much like he's definitely like bi or gay so true yeah yeah one of my favorite
followers on instagram is this uh is this like guy he's an american guy speaks like really really
good mandarin and he impersonates the taiwanese girls when he speaks so he's uh he's got like 100 000 plus followers but uh he his whole shtick
is that he can talk like he's like a 15 year old talonese girl um but but he's like a 35 year old
like uh very tall like white dude we live in an age when skills like this are uniquely valued at their market price.
They're uniquely American.
Yeah, they're uniquely American.
Nothing else, nothing.
There's no other time in history when this man would have really had an outlet for this skill
that would have reached the global audience that needs it, I guess.
Yeah.
Needs it.
Desperately needs it.
The share of 15-year-wanese girl impression uh impressionist
genes are going up
what is what does this mean here why is why does any of this stuff that he's saying uh correlate
i see someone keeps bidding and then he ends it by saying pretty bearish
so that already has confused me bearish bidding i believe that bidding saying pretty bearish. So that already has confused me. Bearish bidding.
I believe that bidding can be bearish, though.
Sue's convinced me that selling can be bullish, so there must be bearish bids as well.
It's not about why you'll be bidding or selling, right?
I think he's trying to say it seems like seems like inorganic like why would bitcoin be strong
if risk is selling well yeah there's even like a microcosm of this this week like uh
yesterday uh markets were like slightly positive like then obviously today i like giant crash like
obviously that was like exit liquidity and people just like trying to cash out and everything.
Like, like, uh, just trying to do like a pre-crash pump.
I think that people tend to do that sometimes.
I guess I think that a lot of that was like a bearish signal.
Sidelined but bullish is the sentiment, I suppose.
Probably. sidelined but bullish is the sentiment i suppose probably this is now the part of the cycle where everyone is wondering like wait a second
should i have just switched all of my lps to usdc and rotated out the solana and ether because it's like you can actually have no sellers of your project and now you just wind
up with like a negative 30 candle on like a fucking soul candle right like your lp just goes
to zero yeah yeah i i do agree with arthur hayes thesis that like okay if you're if you're gonna have
money um trade deficits come in then that means that other countries aren't making as much
dollars now so there are fewer dollars to buy your bonds but then you want yields to come down
and you want to lower the cost of these things so the only solution is money printing at that point you have to buy your own bonds with fresh money so that's giga bullish for like m2 supply and it's very bullish for bitcoin
so i do think that's one of the reasons why like people are trying to front run that coming because
they know it's coming right they know trump wants to lower crush rates and he wants to fix the fiscal deficit while crushing rates.
So if he can do that and then the American
basically buys the bottom of bonds and then the bond yields collapsed,
then they can sell the bonds back later.
That's the dream, right?
He wants to basically positive scalp bonds at your size.
Because the Fed is the massively negative scout bonds because first they they like
you know bought their own bonds back at like zero interest rate and then they're
like selling off bonds at like four percent so yeah
yeah i think uh the the og bitcoin or strat was basically just like all paths lead to
Fed printing right like all paths must eventually lead to dollars being printed
uh so you can just be bullish because no matter what like the dollars will be printed
it will flow into our coins uh and it appears to still be holding strong
it appears to still be holding strong yeah arthur hayes track record is good i mean i think you can
evaluate the ideas independent of a track record like as well i think the like the logic of it is
relatively sound um you know like the covid dump was bearish but then very bullish because you had
money printing right so similar concept you Spurrier saying, you know,
we crash economy to lower our interest expense. I mean, he wants to restructure like what it
means to be an American, I think. Like before, like under neoliberalism, you have this idea that
America is a consumer economy. Everyone sells into it. Nothing is produced in America,
but every country views it as the dumping ground for products. And so Trump is saying that is wrong
because eventually we will have no ability to make anything. Our people will be basically fat
consumers and we'll be a weak country that way. So he wants to turn that on his head and say,
we'll be a weak country that way.
So he wants to turn that on his head and say,
why don't we
start manufacturing
things? Why don't we start
rejiggling the economy?
It's a very big directional change from
the status quo.
Honestly, it does make sense for America to do this if they're scared of world war in the future because if you can't manufacture stuff
you ultimately are kind of fucked in war you're like giga fucked yeah i mean it'd be like if
you're playing like starcraft and you just like literally don't mind any resources like you don't
have any of the real resources then you don't build any of the like army building like buildings
yeah you have or you i think more accurately if you actually just have 200 supply of workers
yes yeah yeah that's a good that's a good way to say it yeah you have 200 supply of workers
and they're just like not only are they not mining and making you money, like they're paying resources to watch TV or something.
Like five.
So, yeah, I don't know.
Like my my very retard brain understanding of the situation is that like he wants to change something in a large way.
And there's going to be like some amount of short pain.
But like I should just not care about this partially because i'm literally
not exposed to it and it does not impact me but also because like i've been wrong about like many
of these large restructurings and how they work so like uh i am not predictions guy
what are people bidding i mean campbell's soup philip morris people have to smoke they need to drink soup so
there's a campbell's uh tomato soup rocket in uh the office actually i don't know if you've
ever seen that one yeah there's also a trojan condom rocket in the office so yeah
is this bullish for ethereum though uh it's bullish for bitcoin ether versus bitcoin
ratio looks a little bit iffy but who knows maybe they'll figure it out
our daily eth bitcoin check-in. ETH is below 1800 now.
Wait, really?
Yeah, it is.
And low today was about 1750.
No, it's
at 0.21.
FPDC is not terrible.
It's not making new
lows. I mean, it's making new lows
almost every day, but the last day
it hasn't.
Heath is digital copper.
Dr. Heath.
The question, though, is, is this a level?
Let's see. Let's see.
Oh, we're not even at a level.
I guess you could maybe draw a level here
enzo would you draw where would you draw the level here or do you think that's fraudulent
i don't know man i get the feeling it's gonna go lower than that level i guess you can make a level
on those two bumps right there yeah but it's like the actual level would probably be like this or
like this maybe well i think we're i think we might well be outside of that market dynamic now
it seems like maybe maybe yeah maybe enough time has passed that it's forgotten about all of these
levels yeah i mean the other thing is like there is actually no level on the ETH Bitcoin chart that matters.
Because, like, nobody trades this pair.
Like, levels matter on pairs where there are liquidity, right?
So, like, when you chart two shitcoins against each other in ways that people don't actually trade them, you are literally just making things up.
Like, it's when people were like,
oh, like, what's Soleth at today?
Like, that is the fakest chart of all time.
Soleth must respect this level.
I don't know, dude.
What if it doesn't?
this is a truly goofy chart man
This is a truly goofy chart, man.
this is like inverse airdrop fractal with like a random like bullish accumulation breakout flag
another half pipe u-dump with like a sky launch that just nukes downward like it's just
how many different analogies can we fit in to explain this one yeah i know
but look it's at a level two see the level of this week and these weeks no it's a level it's
a level it's a level we're fast approach we're fast approaching levels from five years ago from
two years ago yeah the market we're hitting a market reset the reset button
yeah this is uh i don't know i think uh i think we're treading ground into new levels
new dimensions well we're getting to the point where like i mean even at the i don't know in
the midpoint of this like when when it was around here, I was like, I was like, oh, like, I think it's going to turn around here many points.
And then it went down there and did this.
And it came up to here again.
And I was like, ah, I really, I don't know.
I really don't feel too good.
And I started selling some here-ish.
But, like, it is actually crazy that this is over 2x higher than now like i don't know
so when you like bullpost ethereum uh are we like are we trying to make friends with someone
from the ethereum team like should i stop should i stop saying honest thoughts on it or like uh
i mean i think i think long term is all gonna be okay i think it's gonna be okay
souls gonna be okay okay in what sense like well i think they exist as networks like i don't think
they blow up and go away right like i think that's what we're saying here yeah like but
like if you're saying will ethereum trade at like 500 billion billion market cap again in the near future.
Tougher, tougher.
That's a lot tougher.
Yeah.
Can it go to 2000 again?
I think, sure.
I think it can hit 2000.
2000 is 10% higher.
I'll grant that.
Now, American Spirit is saying ETH is how performed soul recently hasn't it
it just needs a makeover honestly it actually shouldn't tariff l2s either
um it should just it just needs a makeover and a rebrand
a rebrand maybe they could uh have they considered like bridging that would be funny eth bridging would be very funny man migration
i don't think it's that bad though honestly like if you look at all coins in general versus bitcoin
that they're all kind of cooked aside from like a couple like xrp type coins yeah so
i don't think it's that bad honestly um
like we did say last fall that like max pain is that both even soul don't break all-time highs
this cycle so feels like that's happening now but um like i don't think now is the time to
capitulate coins in general i think you know
yeah i think we're far enough down that now is the point where it's like if you haven't sold you
you should uh you should probably just ride her out yeah yeah like it's all gonna go to 60
i really don't think so is he gonna go to like a thousand i mean either a thousand would be nuts right that's like 2022 levels um it's actually like 2016
like 2017 levels 2016 levels in versus bitcoin um so yeah but they've had trouble creating like
an institutional narrative i think that needs to be discovered and found.
If you can do that, you have all the pipelines.
I think the bears closing will also be big.
Etho's like a darling short for institutions.
People FOMO shorted it.
So you need that sentiment change.
All these on-wraps were so that they could short more.
We need more ways to short Eth, basically. That's kind of what happened. Like all these on wraps were so that they could short more.
We need more ways to short ETH basically.
That's kind of what happened.
Like we need more rehypothecation purely because it allows us to like short bigger,
right?
Like we need more size to short.
We need to leverage out the on-chain liquidity in as many ways as possible such that we don't
get slipped on our $7 billion ETH short.
Yes.
Yeah, I don't know.
This is kind of like the long-term thing that we've learned about all of crypto though,
right?
Is like the technology may be good and it may work, but the,
the short term price action,
is sort of disconnected from that.
And it makes building in the space very tricky because the incentives are
such that you want to make a lot of money quickly.
And it seems that you probably will not make a lot of money quickly by
holding the ether coins.
Yeah.
I spoke with a bunch of liquid funds in vcs the other day
and like they're still allocated to eat some of them have cut their like more liquid positions on
it but they're all allocated so there's this really uh like problematic thing now where like
they can't just all buy bitcoin because their lps don't let them right like this like this is not
tech you know i'll just buy bitcoin myself so but then they're like but your benchmark to bitcoin like they can't just all buy Bitcoin because their LPs don't let them, right? Like it's like, this is not tech.
You know, I'll just buy Bitcoin myself.
So, but then they're like, but you're benchmarked to Bitcoin.
So you can't buy Bitcoin, but you're benchmarked to it.
It's pretty tough to outperform, right?
In alts.
Yeah.
So like all you can do is buy MSTR, but you also can't do that.
They won't let you. So you need that like outperformance for people to justify putting money into these funds.
But then there is no...
The only instrument to do so would have been to literally short your coins.
It'd be like, you gave me money to invest in them.
Not only will I not invest, I will short them.
Then you could have outperformed.
But that's also not a very sexy pitch.
No, yeah, that's kind of a rough position.
Yeah.
I think it's like a game theory problem, too,
where it's like for each VC or fund,
it seems easier to make your own L2
and have more of the supply
than to buy someone else's
because you also know the cost of goods sold.
You know that it doesn't cost anything
to run up a new L2, right?
Yeah. So because you know the cost of goods sold you know that it's like it doesn't cost anything to run up a new all too right yeah so because you know the cost of goods sold you're not going to buy other people's l2s and then because you're not going to buy other people's the only way you get out is through the
public market through like dumping on retail and so there's just no way to get out of any of this
stuff because retail also has smartened up and they
also don't buy the stuff so like they they should all get together and pump the same l2
if they're going to do that um american is basically saying that it's going to be base
yeah i mean basic carry yeah pretty much
yeah pretty much
aerodrome feels a little bit cooked right recently yeah aerodrome has not been a place
where i've been hugely profitable on uh but i also haven't really moved my pools around
for a long time i still have i have some that are like sitting in there with like like 10% utilization.
So like that's my level of.
But, you know, the reason that they're sitting there like that is because it's like I'm going to change them from a pool with 10% utilization to like 90 and it's going to change my profitability by like four dollars or something.
So who cares in the end?
Yeah.
He's saying the whole unlock is causing the panic sell-off i don't know
i don't think it matters that's what i was gonna say like i just don't i no longer believe in like
you know the narrative causing any sort of a thing really i believe in the price doing a thing and then the narrative being grabbed by the uh market to justify whatever happens i've been thoroughly
convinced that's what happens also like there's just always soul unlocks aren't there like there's
like all of these l ones there's just like infinite like everything everything is just infinite it's just an infinite unlock of tokens and uh at some point like uh you know like the unlocks don't matter if it goes up they do
matter if it goes down uh this whole meme yeah soul unlocks are like infinite for years yeah i
mean many of these l ones uh are in a similar but I
mean like look at the soul the soul chart in Market Cap right like that's the most telling
is like oh my god like the supplies like tripled yeah
do we listen to new meme coins last couple days i don't think so i saw one yesterday
on my feed i gave her a like let's see it's the uh fat is still holding relatively strong
FAT is still holding
relatively strong.
I saw that Snoop Dogg posted FAT.
It was on the Joe Rogan show as well.
Shaquille O'Neal talked about FAT.
What was the one that I saw?
PAX G is still up there.
I think this was the one that i saw walrus or something oh that's a sweet that's
a sweet coin walrus is a very sweet name this is the final coin of sweet
is file coin of file coin good i remember there was a season where we had like a file coin change
or like i'm sorry there was there was a time where we had a file coin season and i was just sitting
the whole time in disbelief as like people in a group chat were telling me that they were like
making millions on file chain because i remembered file coin as being like uh
i remembered it as being like oh this is going to be like a decentralized file storage
service.
And then now I hear about people launching meme coins on it.
And I was just like, this doesn't make sense to me.
I no longer understand the technology.
Filecoin was like half the reason why crypto got banned in China, actually.
Because they just did these crazy MLM marketing pushes.
Because you know how file
coin my money works you have to own file to mine file coin so so it's like it's like proof of stake
of work yeah yeah exactly like you need the machines but you also need to own file to earn
more files kind of like how you need aux to be able to put in all p to earn more rocks similar
earn more aux similar so there's other ways too by the way for our listeners that's not the only way
yes you can also put ox in player vaults by the way for people complaining about ox price
we're still holding the ox to to uh to arrow ratio very well uh very well which is around one
well uh very well which is around one so you look at what arrow is at two dollars plus
ox is over two cents now 0.003 something arrows 0.33 so just arrow beta we're not even arrow
beta we're just arrow uh because like beta implies that we have some multiple on the
price action right like we're just arrow like one to one aerodrome we're just
aerodrome ox is the aerodrome of perfect changes ox is the aerodrome of bridges this arrow chart
looks pretty cooked no two two point two to point three seven in three months. Wait, Klaus Schwab stepped down today?
We lost the WEF King Soy Jack guy.
Can you guys explain to me why do Americans so scared of eating bugs?
Like, I don't eat bugs, but I also don't eat much seafood.
But I view seafood the same as bugs.
Exactly, yeah.
No, I've always felt – I mean, this was always my stance was like, like i will i think i will eat a lot of bugs if you cook them right like there's a lot of things
where like sometimes people post videos of those huge fucking grasshoppers and i just think like
hmm like i don't totally try that man they actually do not taste the same i have eaten
crickets by accident before and i've eaten like grasshopper by accident like
i think it was cambodia but they they serve it like it's chicken uh and i it was in a chinese
dish and i thought it was literally just chicken and then afterwards they're like oh yeah that's
like grasshopper they taste they taste more like meat than they do like uh shellfish because they're
they're not crustaceans yeah like i i would absolutely eat like a grasshopper, a bowl of grasshoppers has been cooked.
But like, I also generally avoid like shellfish because they do just seem like sea bugs to me.
Also, like I really like lobsters.
I don't know why, but I just really think that they're like, they're like a funny, cool animal.
And I always felt bad eating them as a kid.
Like as we grew up at some point it became
like if you go out with someone like and it's like a seafood place and they order lobster like i'm
not gonna not eat the lobster but like uh i feel bizarrely sympathetic to lobsters so i won't do it
crabs i don't think are like crabs are a little goofier like i feel like they deserve to be eaten
more but something about the lobsters with the tail how it can like i don't know i agree i agree i don't feel that comfortable
like i don't eat octopus for that reason either because i feel like it's a little bit too sentient
yeah and octopus is actually like they don't taste that good right so it's like it would be
one thing if this was like the most delicious animal on earth and i'm willing to like bend
my morals because it's so tasty.
But it's actually sort of like this is worse than almost all other seafood just because there's so much chewing you need to do.
Like you eat like an octopus sushi and you're like, fuck, like you're thinking of like the Ionis, like you must chew all of your food into a particle size of this small or else you will
not properly absorb the macronutrient content therein. And you're thinking about this while
chewing on this octopus. And it's just like 400 chews you have to do to get the little octopus
bits small enough that you think you can digest them. And that ruins like the whole experience
for me. And then you see videos of them and they like, like there's like videos of like octopi, like grabbing someone's kid out of the water when it
like jumps out of a boat and like bringing it back to them. Like they seem nice. They seem like a
helpful dolphin creatures. Yeah. Like Japanese people eat dolphins, they eat sharks, but like
that I understand a little bit, even though it's grotesque but bugs like i
just think like i wouldn't eat them but i don't see why you would like if you eat prawns you
should eat bugs it's the same thing yeah because because when you peel them too it's like you
literally feel like the bug you're like feeling the cockroach right yeah i don't know man that i'm always somewhat here but i there's way
more meat in shellfish you know like when you when you eat like a cockroach like the whole thing is
like cockroach you know have you tried cockroach though no i haven't i think they have that he
called you a larper dude i'm just no well i i've touched how do you know unless you've tried well i've stepped on them and i've just kind of just seen like a big goo explosion you know like
shrimp have those big meaty tails you know but then again i do love i do love like fried shrimp
heads and everything so i guess i am larping a little bit have you seen that funny meme which
is like like a girl posting like is this the right way to handle
cockroaches and then underneath it it shows her like holding a cockroach in her hand and then she
says i'm scared i'm gonna hurt him no i have no i have this thing cockroaches are actually like a
shockingly popular pet like uh here let's look this up yeah these oh man where are they the there's a lot of different
kinds of cockroaches there's the hissing cockroaches they're really popular i think the name of
cockroach is just a bit like gross i think they need to change the name yeah see see the picture
of the girl down there yeah she has uh yeah hissing cockroaches yeah those are the good pets
they're like not they're not like super fast and obnoxious you're your typical like western
like domestic cockroach like those are like actually kind of freaky but these i think are okay
yeah this is another one of those pets where it's like i feel like you know pets are a very uh
a very good representation of like your desire to be like normal versus contrarian i think uh and at a certain point you go out the wrist curve
to the point of having cockroaches as pets this girl's amazing i want to give her a big sloppy
kiss this girl is so not like other girls that it's going to be painful probably having a
conversation with her about anything i love girls that are not like other girls she's single can you
intro me why does it have to be a madagascar hissing
cockroach is there something about them that makes them domesticated more yeah they're they're just
generally nice like i actually have handled like a lot of these i used to be like a huge like bug
kid um and uh they are like so you're against you're against eating them because you love them
well i also would like to like care for i like i want like a big saltwater aquarium
and i'll like 100 100 put like shrimp in there even though i love eating shrimp right i i'm i
believe in animal husbandry but uh they're large size docile nature and ease of care yeah so they're
docile which is funny like yeah they're not very fine that other cockroaches are like uh
they're like aggressive yeah dude no like western cockroaches
like they're like actually like aggressive like they'll like run at you and shit um you know the
ones are like the black dots on their back they kind of like the transparent wings and everything
the cockroaches that everyone thinks of when you say cockroach cockroach just needs a name
rebrand as well it's one of the worst names yeah definitely
there is like there is a real thing with their palatability though of like different types of
arthropods because um like uh pill bugs like roly polies uh weevils like those things they're
historically referred to by like american frontiersmen as wood shrimp because if you
boil them they actually taste like shrimp because they're crustaceans. They're, they, they need, they,
in a way that like crustaceans need water, like they need like damp habitats, but they have like
very different body chemistries than like cockroaches or grasshoppers or whatever have.
So they just intrinsically taste a lot different. They don't have like that crustacean sweetness.
So they just intrinsically taste a lot different.
They don't have that crustacean sweetness.
I have eaten some bugs, by the way.
I've had scorpions and I've had grasshoppers.
And in neither case, I particularly enjoyed them.
I can understand eating them more, but they definitely not very good.
To me, it's like a thing where I can see if I was trapped if i was trapped in like some sort of bizarre jungle and well that's different that that's that's different i have
not i have not secured the boar for the week it looks like we're gonna have to go scrapping around
for the bugs like uh i could see like you know naked lucas out there in the trenches like trying
to collect grasshoppers uh to hit his like protein macros for the day i also okay so i gotta eat 5 000 cockroaches
i had a ton of these as pets as a kid they were all over uh in the prairie in my backyard
these are fucking awesome i had literally like 14 of these in different like glass uh glass like
aquariums and like every day after school i would come home and i i had this was so silly so i would
throw a soccer ball at these little dragonflies in the grass and it would stun them it wouldn't
kill them but you can't kill them because then the praying mantises don't eat them but i would
take them when they were stunned and put them in the thing with the praying mantis and eventually Yeah. massacre uh and then when you mate them together they also like kill each other and then they have
like 40 million babies and then the babies kill each other uh and it's just like brutal like
they're just a fucking brutal animal i yeah they're also blind too like they can see so well
like two inches in front of them right no? No, anything moves. I think they might get them confused with something else.
I'm pretty sure they have like this crazy, this crazy, like super, super tight focal plane vision.
Like they can actually see, okay, kind of far, but like it's incredibly tight.
Like it's literally like three or four degrees of like their total, like 360 POV.
Oh, they're like depth of field just locks
in on one plane or something yeah exactly like it's it's it's something like that might be getting
them confused with something else like there's other like there's other like mantid like predator
predators like a katydids are kind of like mantises if they didn't have the arms yeah
and they just like have giant mandibles there's so many like cool like mega like psychopath cannibal barbarian
bugs and mantises are the absolute peak of them they are they're well and the really annoying
thing though is like they can hurt you too in like uh it's not like a really but when these
little points here like get into your skin it's like you probably will get some minor infection
the next day uh and they also can bite you they can actually break
your skin if you give them the opportunity they will chew on you like if you just like stick your
finger and like give them your finger and kind of wiggle it around they'll grab it and they will
start chewing on it because that's how they eat they just if they if they manage to like grab
something and uh like exert like enough strength on it now actually they'll they'll just eat it
they'll just start eating like they'll have hummingbirds they'll do that to lizards they'll do it to little snakes they'll do it to other bugs obviously
yeah it's very hard to get them off without killing them also is the main thing yeah so like
you don't want to let them grab you not necessarily because it's so painful but because it's like uh
it's like a pit bull where like you can get it to like let go of you but it's usually by like
kicking it in the head with like a steel toed boot and like fracturing its skull into a million
pieces i way prefer these things to pitbulls well yeah i mean they're also genuinely like
100 times more aggressive yeah they're they're like they're just extremely aggressive like you
i would let them out of the thing all the time but it's like you have to wear like gloves and stuff. And, uh, cause they just attack everything. They try and get you like, uh, they don't know how big you are really either. Uh, they'll try and get like small parts of you. They'll eat your girlfriend's hair. Like they just fucking eat everything.
There's a great, uh, video of a praying mantis, like fighting like a giant, uh, like, like ais fighting a giant bucket arm
on an excavator?
That's funny.
You can probably find it, actually, if you just
Google that. Like, mantis
versus excavator.
Actually, let's just try this.
Dude, there's
entire channels run by
psychopaths. Yeah yeah like bug psychopaths
that just like fight them against each other
yeah yeah
yeah
yeah that's it
yeah like you gotta respect it you gotta like it is just huge balls on these things yeah it's like an evolutionary strategy that's just like max your aggression stat just like
make as many of you as you possibly can and then just every single one of you just kill absolutely
everything you come into contact with and let's see how it works out it turns out it's like not
that bad a strategy i mean pretty well the idea that you like you max your aggression stats so
much that it causes you to evolve like scythe like claws like it's probably one of the most
brutal instruments that like any animal has actually right like scorpions have a pretty like spooky thing with like the claws and then the tail
but like praying mantises actually get like hooked like scythe arms as like their only appendages
like they actually spec'd out of having like it's like you could have had thumbs and instead you got
like razor arms and don't forget like the mega like serrated have had thumbs and instead you got like razor arms
and don't forget like the mega like serrated uh mandibles that can like chew through absolutely anything yeah yeah that was the annoying thing to me is like you look at their mouth and you
assume it's probably gonna be too small to you up that good but like it's absolutely like able to
like chew through human skin yeah it can probably chew through your fingernail, actually.
Probably.
What do we think about this coin that we listed here,
the Sweet Walrus coin?
It's looking like it's at a level.
Wait, this is at 650 million market cap?
I don't know if that level is going to. I mean, yeah, it's sort of in between levels here, right? Like the real true level would be like, uh, down here, 3% lower.
That's a crazy market cap though. Bitcoin at this point just doesn't care about what stocks are doing.
So Tron is actually up today.
It looks like way up.
Jesus, look at that.
FAT doesn't care.
I bought a little bit of Tron yesterday after it was, or whenever, whenever Sue showed us the Tron chart and I was just like, oh my God.
whenever whenever Sue showed us the Tron chart and I was just like oh my god
this does look a little dangerous though this is one of these uh it's like it did this here also
too and then it did it here again too that's doing it again so I don't know I might hold off
on my big Tron buys might be a good time to sell what you already bought.
Yeah, solid 3%.
A sweet little treat.
Yeah.
This
staff.
This would be the Bloomberg of
Bloomberg Terminal.
Staff.
One of our friends uh
he uh he held quite a lot of this coin uh
he sold at the top i'm sure he sold closer to the top than the bottom, I think.
I mean, you could sell now and it would still be closer to the top than the bottom in many ways.
It's over.
We were never really huge bulls on the trading terminal idea, right?
I mean, I just thought... i actually never bought this coin i shorted it a couple times actually because i was just like i don't
get it like i would i went and read the feed and i was like this is clearly just like uh
curated llm aggregation of ct feeds uh there's no actual alpha here that's what their terminal
was supposed to be like i i only heard in passing it was like a terminal thing i figured they were like actually going to release like uh
like bloom like bloomberg terminal hardware and i didn't think called it like the bloomberg terminal
the future of the terminal everyone will have to buy a xpt to get access to this alpha
that was the thesis that's an insane thesis yeah like you will never be able to profit
in markets if you don't purchase my coin like that's like like why not just share the terminal
you could just like share it because the termos can't share as easily because they make all this
up but like yeah you can share very easily just ask your friends and ask yourself something right
it's all you need yeah i mean this is always what happens with any of these like gate kept like alpha channels too
right like you've only this is bro like my trading groups made like 20 million in the last four
minutes like uh you're you really want to be in here and then you just find some guy who's in
there and you say like okay what do you say and then they send you screenshots and then you're
like oh like i think it was luck that they made money.
This sounds retarded. And then you just go on with your day.
I don't know. That's like the, this, this is the sort of like fallacy of the paid group,
right? Is if you are actually a good trader, you can just trade to make money. You don't have to have
a paid group to make money. But I do think there's a truth in that there are a lot of people who
actually can explain trading really well, but they themselves are bad traders. And so there
is some type of person that actually would profit from a trading group. But the problem is that they
all say, oh, well, I personally have made $200 million in the last year. And it's like, well, if that were the case,
you just wouldn't want to deal with managing people's $200 portfolio sizes that they hold
you accountable for, right? Because that's actually very irritating. But like at this point,
like, you know, like I could explain to a random like normie retard, like the basic rules of
trading and like the axes along like what their personality type might like incline them towards.
And someone who like I sat down with for like six months and like did this every day with
would probably become a better trader than me after like maybe one or two months.
So maybe I should start a paid group.
You just program people
i i think a lot of it is honestly just like resource uh collection right like you need to
know which which of the like things are real and which of them are just like people trying to scam
you and like i've already done that like i've already found out which ones are scams but like
i mean mostly it's just like uh you should have a reason why you enter a position and then you should have a place where it's either invalidated or correct and then
you close the position and then you should like figure out whether this works or not when you do
it again as opposed to just like randomly clicking up or down uh and you should just draw horizontal
lines on things there's a lot of other indicators but they're all worse than a horizontal line
There's a lot of other indicators, but they're all worse than a horizontal line.
Sell me on levels.
I think Sue can probably sell you on levels better than I can.
But I mean, the basic idea is that if the price keeps closing and revisiting a certain area,
eventually enough people place their orders around that area such that it becomes meaningful or significant,
area such that it becomes like meaningful or significant uh both psychologically and because
of like the liquidity profile of the coin on exchanges and in like a dex or something like that
uh so like when bitcoin went to 69k last last cycle right uh there was a large cell wall at 69k
because a lot of people like bought 69k or a lot of people said okay well it's probably
going to retest this level uh so maybe someone would put like an order at like 68k or something
or maybe they would say oh it's going to overshoot a little by you know and it's going to go to 72k
but like everybody basically knew that like something significant was going to happen after
it broke 69k uh and it did basically what it always does which is it goes up and breaks the
level and then pushes a little bit past it and then just gaps down again uh but like
the levels just like because otherwise like why would 69k be meaningful right
so like it just adds some meaningful uh effect to what the price is going to do that is more
meaningful than like oh i i put like a fibonacci extension on this thing yeah it's like there's
like a lot of people around that level who like don't want to sell below it yeah because there's
enough people have bought into it at that point yeah there's other weird uh i don't know but if
you just go in the books and you look at like
the limit orders you can just see a lot about this i don't want to say it's just astrology
because astrology i think is actually like a measurement of like existing things whereas ta
is like uh mass psychology of some sort astrology is more technical than ta i actually think
astrology is like more legitimate than technical analysis by a lot.
Yeah.
My astrology friends are bullish now.
Yeah.
They're saying retrograde Venus.
Yeah.
Yeah.
I don't know what they're saying,
but I know that all of the people who are good at astrology
are saying that it's good for coins soon.
Yeah.
They're actually giving me like countdowns.
Like someone hit me with like uh 21 days lucas
like we have 21 days i was like oh that sounds a lot better than uh vague uncertainty markets
yeah exactly this guy gets it look study i don't even know if this is true or not,
but I repeat it all the time, like giga confidently. Billionaires all have astrologers.
Millionaires think that it's a scam. Are you a millionaire or are you a billionaire?
You know, in Hong Kong, there's like this huge market for feng shui masters and
the good ones can charge you like a quarter million dollars for a consult.
And they'll have like celebrity clients and they'll have like billionaire clients yeah i know
a girl who was making her uh her entire career was targeting uh like celebrities with like
astrological readings and stuff like that uh but at some point she did something that like crashed
out with like her one reference and now she just became giga blacklisted.
I mean, I think it's more like when you're a billionaire, there's more volatility often than if you're a millionaire.
If you're a millionaire, you could have gotten there being like a dentist and only like a chain of dental clinics.
Whereas if you're a millionaire, usually you got to take some big risk to get there.
So I think that astrology speaks more to people like that because
like okay like is it is it over is it back right yeah yeah like the over back cycle can be predicted
very well by like astrology uh but like you just don't care if you're it's like i don't know there's
like 10 of americans or like uh 12 or something are millionaires actually like it's not like uh
of Americans or like 12% or something are millionaires actually. Like it's not like
a, if you're a heart surgeon, do you care if it's over, if it's back?
Like you don't know, it's not even like, if you're a heart surgeon, it's like, if
you're like an accountant for like 15 years, you'll probably be a millionaire. Right? Like,
uh, I mean, I, like I wound up breaking seven figures off of like trad fi investments from
like my job and stuff. And like, there were like a couple like good punts in there but like uh that was like i think the average person who just uses like uh
robin hood can figure it out right
like study dogecoin like all my i had co-workers who became millionaires like 18 months into working off of Dogecoin,
investing like $300 a month in this stuff like this. I had someone yesterday asking me whether like Boeing or I don't know who is the other
some other air jet company was like a better bet long term.
I was just like, sir, Boeing is like giga cooked.
It's actually like weird, like incompetent Indian cabals in the entire company.
That's crazy.
Yeah, Boeing's not a good bet in my opinion. That was, that was the first company that I ever, that I ever worked with,
where I was like, uh, it showed me the effect of like the Indian, uh, like when they reached
They reached like some critical mass and they form like an Indian cabal in the company.
like some critical mass and they form like an Indian cabal in the company.
Yeah, it was like actually like a lot of measurable harm from it.
It's completely like ruined every incentive that the company
abided by in order to like become what it was.
Yeah, I was very like off put by the cabal of Indians.
Not necessarily like they didn't even really, it was just like very foreign.
And also like, if you're a white person or someone who maybe is Turkish, uh, sometimes,
but like you walk by them and like, they just like all stop talking and they just stare at you.
Yeah. That is fucking weird. I've experienced that. Yeah. Like, I mean, this is the thing
that happens at almost every job where you're doing like some sort of engineering work, right?
You'll have like, there will at least be one department where you have this experience
of being like the white guy. And then like, you start noticing like, wait, this guy just,
we got a new hire and it's like one of their cousins or something. And you're like,
this feels really gay. Indian guy becomes manager. And then all of a sudden, like the next few hires
are all H1Bs. Yeah. Like you get like four of them in a row and now it's like uh it's like you go from a position
of having like extreme political power in the company because like everyone knows and likes
you to being like they've actually just spun up like this entire like uh internal cabal without
like any of the existing players uh having. You're like, huh.
This is a little
bizarre. Yeah, it's really
fucking insane and bad and horrible.
Just
awful kind of thing to work into.
It's like you
putting aside any company
incentive. It just feels like dog shit too.
You're on people like that all the time.
No company dynamics feel real.
It's all like, you know, that basically you like,
there's a reason why like companies become extractive over time. Right.
Like, Oh,
like I would like to go to work and like believe in the company or whatever. Right. But
unfortunately it's been taken over by people who don't. And, and the actual fact is that
once a company gets taken over by that sentiment, it was actually like very, very, there's not much
of a reason for anyone else to try and make it reemerge. I should go, I guess you could say.
Yeah. Yeah. You have to be like really really anglo to be like
guy who's like i'm gonna change the system from within right yeah but you have to be like actually
like eternal anglo and beyond yeah but unfortunately it doesn't really work out too well
yeah especially when you're not playing the game like but like because that's the thing it's like
the the ethnic game is like so hard to play against
if you don't have like a similarly powerful cabal
to fall back on yourself, right?
Like it's...
There's almost no strategy that can summon
like that same degree of like internal commitment
and coordination.
Yeah.
It does appear that it's sort of happening in reverse now.
Like it does appear that white people are making
white people cabals.
Yes. It's just the, I mean, it probably existed before they
were just like, not like super, uh, like powerful in any capacity. And now it seems like they're
doing it again. So it's good. I think there's an argument to be made that they didn't exist
before. Like I certainly never noticed them. Hmm. There were always like there was always like a group of like a racist guys that I knew at every company that I worked with.
Like there was always like a handful in some in some group chat off somewhere.
Right.
I think there's a more interesting argument to be made about like white people like kind of unconsciously creating that strategy like
the whole like frat thing right there's a reason why like shit libs hate frats it's because they're
like implicitly like white guy like ethnic cabals yeah well i mean even even when you have like uh
like an ethnic minority starting frats they become like oh that's the indian frat or oh that's the
asian frat right or like you'll have like the Asian business frat.
But like the frats themselves are like the fact that you need like the fact that you
say that's the Asian frat as opposed to like that's the frat.
Like if you say that's the frat, that implies that it's white.
Right.
Which means that implicitly frats must be white.
Like it's an implicitly white form of organization. Greek life. Yeah. Yeah. Frats were fun. Frats were a fun thing.
Uh, I remember, I remember the Jewish, uh, the Jewish business frat, but it was actually like
a sorority, but you had to call it a frat because of some like university naming conventions or something like that. So it was like, it was like a female fraternity instead of a sorority.
But it was like the Jewish business frat more generally. So there are like Jewish guys in
there or something. No, no, no. It was all women. It was like, it was a sorority, but they had to
call it a frat in order to be like, you know, like the university only had a mechanism to recognize
fraternities.
I see.
So, but why was it the Jewish business one?
Just because it wound up being all Jewish people.
Otto Weininger spinning in his grave.
That particular university had a lot of Jewish people people most universities have a lot of jewish
people are jews more overrepresented in universities than like uh
than like random uh groups of blacks or indians or asians I don't know what the numbers look like anymore,
but like there is a time when they did.
Yes.
That makes sense to me.
They're definitely overrepresented relative to like their absolute,
like share of the population,
especially in Harvard.
Like it,
like they have the craziest representation,
Harvard in particular.
Yeah.
Brown, Yale, all the Ivy stuff like that. Yeah. Yeah. University was like
a really goofy bubble. I think you had, I think you probably had like a similar thing to, uh,
you probably followed like the, the, uh, right wing Twitter fractal with like employment pretty,
pretty consistently in terms of like getting out, going into the
workforce and being like, oh my God, this is amazing. Like it's actually real, like being
like meaningfully engaged in the job and in the company and like wanting to see it succeed and
stuff like that. And then eventually, eventually having like the idealization beaten out of you by
like weird bureaucratic processes and things that it was like, you realize like at a systemic level,
this actually cannot be what I want it to because of these immutable factors that like in order to
excise them, it would effectively be like dismantling the company or like entirely like
gutting all of its, like gutting all of its key players. And then you sort of just go in into
cog in the machine mode and it's very
soul crushing yeah that's uh kind of the state i'm at right now with it it's like in order to make
that make that company be what i want i like know what i want it to i'm not so married to it that i
actually have like ideation for it but like into something that would like actually be auspicious
to me um you you would have like at literally every level like even the level of uh
the c-suite you would have to completely gut i think yeah but then from there there's like another
issue in terms of like because you like you have like companies that are like competent and do well
and like they do blah blah blah xyz right um but the company just by the nature of like where it is
in the market will can almost never be anything but what it is. Right. It might be like,
it might have more dynamism.
It might be more interesting depending on how it's run,
but like fundamentally like it's still going to be making the same kind of
widgets. Yeah. And ultimately like,
I think that more informs like the incentives of a company than,
than maybe it its vision necessarily and
it not really is vision but definitely the incentives of its leadership
it does seem that there's enough guys that are all in this same position though that like uh
it's kind of bullish right like if we see like young guys feeling this specific way as like the
main motive for change for like everything that's ever happened historically uh something's gonna
give yeah something probably changes like that's that's why i'm kind of bullish on like the tariffs
even though i think we're looking at it right now yeah exactly it's like if if you're just like well this system appears to like
be founded upon like a system of incentives that like uh leads to something i don't like
it's like yeah i don't know what if you just toss a massive fucking wrench in the whole thing
right like uh maybe it blows up but like even that is like i don't know then you have a better
chance of remaking something good yeah even that's from what the remnants of a blow-up than you do
now right yeah it's it's better than subsisting in a blow-off than you do now right yeah it's it's
better than subsisting in a system that's anathema to you yeah it's like oh man the thing i hate
exploded oh fuck dude what am i gonna do yeah it's it's a very funny situation like do you
remember that tweet that i made where i basically said uh that like trump has an interesting
position now because this is the first time that like
we've had a president where like most people under the age of 35 literally have no assets.
Like they have no, they have no house. They have no stocks. Like they don't have like a 401k.
So like the idea of the stock market going down now for like a large portion of the actively voting demographic is like irrelevant.
Uh, and you're seeing that play out in a really funny way where like, you see people complaining
about the stock market and like lives will be like, but don't you see now the stock market is
down 4%. Like this is unprecedented. Uh, and, but they're saying this to people who have no stocks,
who don't even know how
to open like a brokerage account. And so it's like a very defanged argument. Yeah.
Or people who just like, frankly, want to see boomers lose all their money.
Right. Like that's a way, that's a way stronger motive. I think.
Yeah. Like these people are actually like, okay, well, like boomers have been assholes to me.
And like, it seems that the only people who own stocks are boomers.
So like, even if they get money, they often don't want to invest it in stocks because they're like fucking boomers.
This is boomer shit.
And now it's like, well, if the stocks go down, it's like, yeah, the boomers are just gigafucked because they have have the most exposure uh saying yeah until they start
laying off well i think that's the other thing i think a lot of these people literally got passed
over for like employment also right like this main group of people is people who said like uh
i have been like religiously discriminated against in the hiring process and so like they often just
don't have jobs anyway this is like a white guy who like went to med school and had to spend like
four years being like a scribe or something because, uh, he couldn't, or he went to pre-med,
he couldn't actually get into med school or something like that. Right. I think we were
talking about this yesterday. Yeah. And then he sees the people that actually did get admitted
into med school and he realized it's not because he didn't study enough or yeah it's like he'll have like a better mcat score by like uh by like a very like a 20th
percentile and they'll not get into the thing that his sister got into yeah uh and yeah i've
known guys like that it's a lot they tend to split very hard there's either the guy who like
understands what the deal is and he's basically exactly who we're describing or they have like this super slavish deference to
the processes that basically fuck them because like they're cowards basically i don't i don't
think you can really dress it up any other way they're simply cowardly about it so their only
reaction is like oh but like you know it's uh it's literally like that comic with uh the guy
who gets his bike stolen he's like yeah my bike, my bike got stolen, but I'm sure.
Yeah, the bike cock.
Yeah, it's like, yeah, you know, I might be like, like you said, like religiously discriminated against, like in the hiring process and the university selection process and basically everything, blah, blah, blah.
But, you know, at least I'm sure the guys that they're hiring in my place, the guys and gals they're hiring in my place are happier than I would be.
they're hiring in my place are happier than I would be. It does feel a little cucked to like,
I guess, complain about it in some way and say like, oh, well, like I should have been accepted
by the merit or whatever. Like the people that are in a much better position are the ones that
have like left and founded their own thing that has like proven itself to be successful and said,
like, I have just like done away with all of these like weird DEI hiring processes.
And that is the true pill.
Like that's the only freedom from it is just completely
just escape velocity, just
completely disentangle yourself from any of
these incentives, any of these people
and just be a fucking alien to them, right?
Like you're never real like like all
the boomers, right? It's like
it's in some ways it's
like hard to actually like confront a
boomer over these things.
Because the boomer is the one with the money and the prestige and the big house that he bought when it was worth a tenth of what it is, if less, right?
If not less.
So it's hard to actually do the status mog thing until you actually are just kind of an alien.
And you just show that you don't give a fuck about anything they stand for.
Anything that remotely benefits
them
like escape velocity
is what scares them more than anything
yeah I mean
it it's like
the main reason why Elon is just like
giga fucking
irritating to them also right
because like
the system by all rights should have said like no
you're not allowed to do this and then he was just like well i don't know like there's probably a way
yeah like by the time the system cared to like try and put its foot down with him he had already
like reached that escape velocity right he had like enough yeah he was like super critical mass
like far before the point where they could actually do anything about it yeah that same script plays out interpersonally it's like
you're dealing with like uh because a lot of it like this process we're talking about like is
like strongly interpersonalized you know like people like you you talk to like your average
like you know like white like right-wing twitter guy and he like he typically has a lot of pathos for the boomers in his lives not unjustifiably I think and the way that he can actually like kind of
get one over on him I mean on them I should say is just like completely
escaping like every every single little institution or incentive that these
people enjoy that like leads them to
constrict you in the way that they try to yeah it's like the way that uh like if i if i was like
unable to ever get a girlfriend it would have been impossible to tell my parents like the dating
market is fucked right yeah, you just don't.
But if you find a way to make it work anyway,
but then you say, like, okay, well, like... Like, you can still make that claim,
but, like, it requires, like, another title.
It loses much of the zing, right?
There's a way to put zing into it.
You have to actually stand on a kind of principle
at that point.
Like, the line is something like listen
like my interpersonal circumstances can be whatever like i could get my good job my dick
like i'm getting my dick sucked right now she's rimming me too um i still believe what i believe
because i think i'm just right you know um that level of conviction actually can go a very long
way in scaring someone into cowing them because they don't really have a way to react to it right
like if you show that like you don't really have a lot of deference towards the things that they're
basically using to hold over you to like invalidate your position and then from there that you still
that uh you you you divorce your position your like your your positionality from status like
those two things combined people actually really do not know how
to react to it. That is a really like, uh, cause I mean, everything, everything on the internet at
this point has been framed as like a form of a cope, right. Or a bait, like it's just, oh,
every stance must not, uh, like the idea that somebody is developing a viewpoint sort of like
a bodybuilder because you're gay, you're always hell because you're gay yeah yeah yeah like everything everything is because of some other
thing uh and so when you find someone who like believes something that is like uncharacteristic
of the thing that like their demographic normally believes uh this is i mean this is also actually
what it is doing when you're like saying i have a problem with xyz things even though i've succeeded
along those axes or even
if you believe something that like is quote-unquote characteristic of your demographic but you don't
allow but but you you don't show deference to all the the like the the kind of like corresponding
value judgments that people put onto that it's like like the incel thing it's like oh i think
the dating market's fucked like i may be a virgin but i still think that and i think that in a
principled way and i don't care that you think that i just think that because i'm a virgin it's like oh i think the dating market's like i may be a virgin but i still think that and i think that in a principled way and i don't care that you think that i just think that because
i'm a virgin it's like i could be xyz it doesn't matter i still think what i think
yeah like but it's easier to disregard as just like if it's the stereotypical response from a
demographic than it is uh if not i think i think there's a i think there's a secret like path to the like path to
the sun with it honestly the secret path to the sun yeah yeah i don't i mean i've watched this
play out with people in my family where it's like you'll have one of the younger people say like uh
oh like the uh like the the market is fucked like it's actually too expensive to live right now and then like someone will be like well like lucas figured it out and it's like like that's not like an actual response right like
that's yeah okay like lucas like a guy who has like an entire like uh grocery store supply chain
line built out by utilizing like amish like organic farmers who like deliver him food and like, uh, has like the
inbuilt, like multi water filter system.
And it's like, I'm not like, I, you, you cannot say that Lucas is an example of any system
functioning or not functioning because nothing that I'm doing is like the prescribed systemic
thing.
And like, you can say, oh, well, like Lucas found a way to make it work.
And that may be true, but it's like, you're now saying that in order to like live the life that you are
prescribing, the modal person must recreate their own system entirely independent of like the one
that the country has set up for them, which is just saying the system doesn't work.
Yeah, exactly. It's making the same point.
Yeah. Like you're, you're now arguing for this all being the case, right?
Uh, like saying, oh, Lucas like found a way to get healthy food in America.
So like American food must not be broken.
Yeah, exactly. But like, the thing is, is that like, if like this, uh, this hypothetical kid
we're talking about, it's like, oh, the market's fucked. I can't buy a house.
Oh, well, Lucas figured out how to do it. Um, like the, like that kid isn't actually going to reply with like what we're talking about
right here. It's not going to say like, because like,
he's basically the most immediate way that that,
that like a normal person will hear this argument is as like, Oh,
so you're just not as good. You're just,
you're just like a gay bitch and you can't, you can't hack it. Right.
It's like, it doesn't, it doesn't matter.
Like because they'll just insist that they're right anyways.
Yeah.
So like they, they kind of, they kind of just immediately read that status conceit and they go like, okay, well, like, I feel like I have to stop here or else I'm admitting to being a loser.
I mean, it's a lot easier if you have examples of things that like, I think you've tried and
haven't worked. Uh, even then, cause like, I don't know guy who is a guy who is in the kitchen is a
guy who is in the arena usually has more anecdotal experiences of why things work.
It's like when like a business owner comes out and says why the DEI hiring practices actually like meaningfully like tank the efficacy of his business, it's usually like a thread that goes viral, right?
Like or you'll have like the rare like red pilled HR worker talk about like how the system actually works, even if there is no like, even if like the law doesn't necessarily say something like they lay out the system of incentives such that they have allowed, uh, they have allowed hiring practices to completely decay
and start preferring things that are not like, uh, going to lead to like higher unit value of
product, right? Higher, uh, capitalistic efficiency. Uh, I don't know. But yeah,
like, I mean, basically, basically, I to step away for like five minutes.
I think I got an issue over here.
I'll be right back.
Okay.
Looks like it's just you and me, VV.
The foids spent more
libidinal energy
inventing financial instruments
instead of radical feminism.
We wouldn't be in this tariff situation.
What is the tariff situation, VV? Tell me what your view on this is, because
my own view of the tariff situation is sort of like, I mean, I've laid it out here. It's sort
of like, I don't know what's going to happen. And so I can't really get that mad one way or another,
right? Like, I don't actually have a mental model for how this goes. Like maybe in two months, market is down 10%, 12%. Uh, maybe in a year, everything is exactly the same. Like that's kind of how I assume
it's gonna go out. He says his misogyny is leaking. I've been pronouncing misogyny multiple
times here. Yeah. Nothing ever happens. I'm still,
I'm still not sure how I feel about the nothing ever happens thesis because COVID felt like
something kind of happened, but like, even when it was like, you know, like something
much more should have happened during COVID. Uh, and it didn't. So maybe nothing ever happens
again. Yeah. Like, I don't know, maybe stuff moves around in ways that you
can't tell things get on or offshored. Uh, who fucking knows, sir.
I was kind of enjoying reading through the replies on that, uh, the tariff post I made
because everyone was like, uh, you are, it was like, oh, you're coping because these tariffs
are bad. And my response to that is kind of like, I don't actually need to be coping because
nothing's happened. Right? Like if something bad bad happens to me i can cope and make it like better in my brain right but like uh if nothing happens i don't
actually need to cope like i can i can just say whatever you know like if you wake up on a day
and it's exactly the same as every other day you don't need to cope about it uh yeah that's kind of my thought it's like i don't know throw a wrench and shit see what happens
maybe it's bad they can roll it back maybe it's good they can keep doing it uh who knows
like as far as i know tariffs of this uh of this caliber have just not been tried by a
global player in the last 30 years. I don't really rely on anything that economists are
going to tell me about a thing that hasn't happened ever before. I'm excited to see.
So I'm excited to see.
What if they dump again?
Do you care if your bag's dumped again?
I just don't know if we know what happens in this specific case.
Like, has America tried like giga tariffs?
You can point to examples of like other countries
doing stuff. And, uh, but like America actually has like a very unique, like
manufacturing and import environment now.
Yeah, that also like, I mean, it, it's all just just like so intertied with like a bunch of like second, third, fourth order effects that I don't feel comfortable saying that I have any idea to predict directionally what happens as a consequence of the tariffs really.
reduce growth, but it may do some other secret
thing that winds up improving
growth. Or maybe it just
prevents us from getting drone striked
by China, which
also probably improves growth
in a secret way.
What did he say there?
... Hmm. That might be real.
That might be real.
I think overall like the meme with American products, at least when I was doing like any
like purchasing an industry was always like, okay, you can spend like 10 times more on the thing and it will like work or you can get like, like bolts are like a classic variation of this.
Like if you're going to purchase fasteners for like any sort of industrial machinery, right, there will be like a spec and the spec will be written by like SAE or like the Society of American Engineers or something like that.
written by like SAE or like the Society of American Engineers or something like that.
And you have, you have like a spec that says like, it must have like this tensile strength,
like bolts specifically have like a rating for tensile strength, right? But they do not actually
have a rating for the cyclical loads that that bolt can hold. And often a bolt is under a cyclical
load, right? So maybe you purchase two
bolts. One is American, one is Chinese. Chinese bolt costs like one-tenth as much. American bolt
costs 10 times more. They're both rated for exactly the same tensile strength in terms of
their like absolute tensile strength. However, if you cycle the Chinese bolt like 100,000 times,
it winds up shearing. And if you cycle the American
bolt 10 million times, it doesn't shear. You'll have some like difference like that, that isn't
actually like built into the specification of things because a lot of these specs are still
sort of like, uh, archaic. Uh, and they were, they were written when things like this didn't happen,
uh, or we didn't have ways to like quantify this, or they just weren't variables that could exist
between manufacturing products because everybody was using the same steel mills.
And it was, it was always really hard to convince the buyers at the company that it's like,
no, we should use this. Right. And they would say, well, okay, but they're the same spec.
Why should we pay more for this thing if it's the same spec? And then you have to dig through a bunch of test data and say, no, we've tried this before
from this Chinese foundry, and it has not worked. But then the other really annoying thing with
Chinese foundries is they will actually just relabel the front end wholesaler for it.
So now there's a new Chinese company that is offering a new product that is identical to the
old product, but you cannot necessarily prove this.
But now you have to go and retest all of this to reprove to the buyers that this new Chinese Bolt will fail in exactly the same way as the old Chinese Bolt did, right?
And this is like something that happens all the time with Chinese electronics too. Like,
I think like the Ender 3 printer is like a great example of this. It's like, it's something that
you could get for like, I don't know, like one eighth, one 10th, the cost of like an American
3D printer. However, they always have like one or two massive fuck ups in the design.
Like with the Ender 3, the original one, the fuck up was
the power supply. It was a power supply that was not certified by, I forget whatever it is. It's
like the, the U S regulatory, uh, agent or the U S regulatory body for, uh, like power supplies
and electricals and all of this stuff. And when you plugged it in, it would have some,
some percentage of chance of just either blowing up or
frying the shit. Uh, and so they eventually released a version that had like, uh, like an
American source PSU that was like up to code. It worked all of this stuff. Uh, however, now they've
marked the price up by like a 60% on this version. Uh, and so this is like, this has always been the
meme is like, you can get something that's Chinese for like a fraction of the price.
Like if I wanted to go and buy like a, uh, like a vibratory, vibratory ball mill or something like that, I would just get a Chinese part.
And then it would go in the forums and I would review, I would look at like what parts need to be changed out to make this not explode after like a hundred hours of use.
Uh, and then you can have a very good product, but like they usually need some sort of after work after the initial purchasing and setup in order to get
them on par with an American product. And the American version is just like you pay 10 times
more, but it works out of the box. Or at least it should be if the product is good.
Yeah, there's some people it's very difficult to get them to think about like the actual effect
of the cost cutting that's resulting in some
products being cheaper than others.
Especially if they're buyers and they're
always sounds very weird when you make the value
proposition because you take the Chinese product and
you're like, okay, so like I
you're telling me that this is 10 times
cheaper, but
it has two parts that are broken and
are you cut out? Uh, but it has two parts that are broken and if.
Are you cut out?
But it's like, if you're gonna actually like, uh, set this up in the supply chain such that it gets fixed on site, somehow it manages to increase the cost by like a factor of like five X.
Uh, three. It's always very tricky. So it is actually like a hard, uh, risk benefit to make. Yeah. It's just a hard picture to paint for people.
A lot of engineering stuff is like, especially because engineers are like world historic,
bad, like self advocates. Uh, you see this also in their pay, right?
Like when you have an industry of people who have like, why do you think engineers are such bad
self advocates? Like that, like that's the most interesting statement of that whole thing. I think
you don't think that's true. No, I think it is true. But, but I think the reason, I think the
reason for it is, uh, I don't know. I could talk forever about this because I think it,
I think I'm one of those people as well. Well realized this uh when i was engineering i realized i'm in a field of people
who like uh they're all also sort of content getting what they get and so like i i also wound
up hanging out a bunch with the product and sales guys and realizing like these guys actually for
the amount of value that they produce the company they get a much larger share of it because they they go in and it's like if you're a salesman
your job is like being pushy and getting in people's faces and like uh you know like closing
right and engineers just never do this like the engineering meme was like you're you're going to
get like some percentage of arrays every year and it will have some
fluctuation based on like some performance number. And like, they tell that to you. And then there's
no like salary negotiation. It's literally just like, okay, that is that. And then you move on.
Right. Whereas the sales guys would go into their like year end reviews and they're like ready to
like make the fucking case that they should get like four X the raise, or they should get like a
double promotion or like
something like this. And the net result is that after like 20 years of this, they're always in
just like so much better of a position. Right. Yeah. And you see the same thing, honestly,
with a lot of surgeons, like this is why this is, this is a big part of why you've seen the
increase in like admin in, uh, in hospitals, as opposed to the increase of surgeons and surgeon pay is because surgeons
are really fucking bad self-advocates. Like the good OG surgeons basically were just eternal
Anglos who cared about like staying up all night to like try and improve the odds of their patient
not dying. And now, uh, now it's just like, if you have people who go in, it's changed a little
because like the new breed of surgeons are like people who Google searched like high paying jobs and found like orthopedic surgeon
on the list and went into orthopedic surgery. So like they are, they are advocating more for
themselves, but they are also worse surgeons. So it's like a weird, uh, it's like a weird,
like supply demand off shit. Yeah. It's, it's like a, it's like a weird like supply demand off shit yeah it's it's like a it's like a jobs like peter
principle thing like you know like you tend to like fail upwards to like your position of like
least competence uh as well as like the jobs thing like you know you have like especially like like
tech i don't mean tech companies in like the like silicon valley tech but like any like technical
company right that has like an engineering core that like became what it is because of like
products it had to like actually engineer um the engineers are the ones who like make the products
the engineers are the ones who make the great products if it's a great company right and then
like eventually like as the company becomes like you know the great engineered product company then
the product is essentially done and then like the like the return on investment that the company
puts into labor begins to shift towards like
marketing and finance versus engineers, because like you, at some point, like you can't really
iterate more in your product if it's like completed in some sense. Right. Right. Yeah.
And I think that like there, I think that the last, uh, last like five years, almost like with,
uh, with like a lot of, of uh tech companies now i'm using
the more traditional central like it's uh like twitter especially is one that actually like
kind of started it like how musk like fired 75 of the engineering staff like silicon valley like
seemed to try to like square the circle a little bit just by like never firing their engineers or
whatever um but then the the like the incentive like rears its head one way or another right it's like
ultimately if you are a company and like you kind of are doing like this one thing and like the
thing that you are doing like the engineers made and it's basically finished now like it doesn't
matter if you decide just to like keep those people on or like like be an engineer first company
like at some point they just will not be useful anymore. And then like,
you can also, you can also like survive a really long time off of existing products.
If you're in an industry that's like slow enough, right? Dan Foss is like a really good example of
this with their, with their hydraulic products. They basically had a like lock on all of the like
industry black magicians who knew like that. Okay. If we put like this cross hatch pattern on, uh,
this on this like motor cylinder, and we put this cross hatch pattern on this motor casing,
it is going to, for some reason that I know because I've empirically tested this over
like 30 years of industry, uh, just like random, like experimentation. Uh, it is going to allow
these components to last like 300,000 times longer
than any other cross hatch. Right. Uh, so you have, you have people like this that come in
and it's like, once you extract that sort of knowledge, you can sort of just keep recreating
the same things. Uh, a lot of these people wound up leaving Dan Foss and you had this situation
where like, they basically closed down like a new product division and they just shifted to rework of existing motors where they would just like, uh, like motors pumps other, like, you know, like, like any sort of hydraulic component.
And they would just go and, uh, rework the existing things that they'd made for customers and keep producing the same things, uh, and say like, well, the marginal efficiency gains on any given like new hydraulic component or like, uh, you know, like the industry has been around for a long time.
Hydraulics is old.
Uh, there cannot be that much marginal improvement in like, you know, the, the efficiency of
like an actuated piston pump.
Yeah.
Uh, maybe you can like lower the latency to like response or something like that.
But again, it's like, these are all things that are controlled by like fucking solenoids
with a direct electrical circuit it's like it's really it's like a really really uh like micro code
optimized system right yeah yeah so like uh i don't know like at a certain point the engineers
kind of do out mode themselves and uh then you wind up in a situation where like all marginal gains
and profitability basically come from like increasing market share with existing product,
right? You know, it's like when you, when you have a really good product already,
you basically just need to get more people to convert to using your product. You don't actually
need to. And then what people do is after, they have gone on so long, well, with like a reduced engineering team, what they instead start saying is, okay, well, now,
now that our product is starting to actually sort of like suck, we but we still have this
market premium, we can instead pivot to being really good at support, right? We can be known
as like the company that gives you like white glove support to help you deal with your products when they break on you.
Yeah.
It's just like the long and the short of all of that, though, is that I think if you're kind of a canny engineer, you kind of understand that there's a point at which you can't really – you, like you will just out mode yourself. It's like, I make a product that's so good. Like, okay. Like how long should this company keep me on for like this product
that like solves all our problems? It's like, that's like the hypothetical, like best case
scenario for an engineer. I solve all your problems. Therefore you have to like pay me
forever for a, you have to, you have to pay me infinite amount of money forever.
Yeah. And now you're in the position where you have to convince them that you're necessary to
like maintain some like a infrastructure like back end database or something like
that.
Yeah, and I know like engineers, engineers are useful when you need engineers.
Yeah, but like they're not useful when you don't need it.
Like if you're a company that's always doing ongoing product, product design, but like,
then it's a weird thing to like, I also realized that a lot of what I thought engineering was,
is actually product. It's actually product design. The engineers, especially in like
industrial manufacturing, they're actually very boxed in like between all of the regulations
and like materials constraints and like the buyer decisions and preferences.
There's actually a very narrow band of choices that you can make.
You can't really ball out as much as you would think. Uh, just because yeah, like physical
constraints also too, but like, if you're making like a new, uh, like a new trencher, right? Like
let's look up. I mean, this process you're describing of like, even understanding like
the incentives you have and like how you're boxed into like creating a physical system that like needs to work and needs to be like internally consistent.
This selects for a type of person who's like kind of like at the risk of sounding a little bit too pretentious, like honest, like they're just too earnest about like what they're doing and the problems are trying to solve. And I don't think this kind of person is intrinsically the type
of person who thinks too hard about like advocating for
themselves no matter what. Right? I think they kind of walk into
a walk into something and they're like, OK, well, like how much do
I actually merit here more than thinking about how much I can
actually get? And I these were fun. These were fun ass things to, uh, to work on. They're,
they're very like, uh, you know, these are like the type of things that, uh,
Trump's first term, he contracted a bunch of these boys, uh, to go out and like dig the,
uh, grooves for the original like slat border wall that they were making.
Yeah. Uh, so you get this like massive, like dirt
chainsaw thing. Obviously these, these tip heads have to be like, uh, there's a lot of
engineering that goes into making a specific like design for these because you have to
like account for different like soil types and like how much like roughage there's going
to be. Uh, you don't want to be like using like a given head when there's rocks, uh, if that head
is optimized for like soft dirt or something when you, cause you can pull out more softer
per scoop.
Uh, so yeah, just fun optimizations going on with stuff like this.
Uh, but this is again, one of those things where like at a certain point, every, uh,
every single one of these manufacturing companies is going to be in a position where like they
have a rough design for like the main frame of this machine per horsepower
of the machine.
Uh, and then the only thing that really changes is there will be additional engine regulations
every year.
And so they're going to need to add like new, like, uh, exhaust after treatment or stuff
like that to the, uh, to the, the inners.
Right.
And they're going to lose some space and they're going to
have to do some redesign, but like in general, they'll have like a spec for like the width of
these, uh, the width of these tracks. And then they're going to have a design that they'll have
like all these track designs, right? Cause they have many, many machines that they'll use up and
down the production plant. And so it'll be like, okay, are we going to use like the 16 inch tracks?
Are we going to use the 18 inch, the 32 inch tracks? Uh, and then they
slap those on, uh, maybe after 10 years, they find, okay, we've had a lot of, uh, we've had a lot of
complaints about like the rollers on these tracks. Like maybe one of the bearings is coming loose.
Uh, and there's a bunch of dirt and shit that's getting in there. So we need to change that out.
So there might need like a minor redesign or something, but at a certain point,
like you've basically designed every product, right.
Or like you, you have a, every one of these made out and there only need to be like minor
iterations that go on with all of this.
Phones are a similar thing, obviously at this point too.
And then you get into that sort of like horrifying, like market product land until you have like
the, the Steve jobs guy who comes in and says like,
I like I took LSD and last night I invented an entirely new product vertical that we must
embark upon. Right. But this doesn't happen to most companies. Yeah. This is a very sort
of like esoteric thing that happens to rare companies.
And the poor little engineers don't really know how they fit in until they're asked
to make something. Yeah. I mean, and even like, it's, it's very fun to get to go and talk to like
customers and say like, okay, like, uh, what would you like about this? And they'll, they'll come
back with some feedback. Like, well, I don't know why this fucking handles here. Like, what the fuck
am I going to hold on to? Like, I'm'm never standing around this area why is the move this handle
over here i stand over there you engineers are fucking retards uh and you know you get a lot
of feedback like that and eventually someone explains to them that the reason the handle is
there instead of there is because there's a regulation that says there must be a support
member traveling through like this part of the frame for like safety reasons.
And then the emissions module is over here.
And so like they had feedback that they liked the handle.
So they kept the handle.
But realistically, we can't put it over here.
So they just said, like, I hope this handle is good enough.
And then they're like, ah, that's retarded.
Just take the handle off then.
And then you're like, OK, right.
Like that's kind of fun.
But even that is not really like engineering, right? Like that's kind of fun. But even that is not really
like engineering, right? Like that's totally product design. That's what the product team does.
So this guy from back in the tariff conversation was saying tariffs are going to reduce growth
and that's very bad for stocks in the economy. Maybe true. Probably true, I i guess i don't know maybe some other thing happens though
who knows maybe it's bad and then it's good or it's good and then it's bad uh maybe maybe he
makes the tariffs and then he undoes the tariffs like yeah because there's also like i i don't
think trump wants uh wants to just kill stocks right he doesn't just want to kill the economy right like
yeah i do i do have a sense that if he's doing something that's going to damage stocks he has
something in his back pocket uh probably money printing i mean unkill it sue even kind of i
can't remember the whole picture that sue painted exactly like did like with a degree of detail he
did but he laid out this case earlier it's like there's like a there's like a like golden goose
scenario for trump here wherein like he he does all this stuff and then like there's like a there's like a like golden goose scenario for trump here
wherein like he he does all this stuff and then like it triggers like a bunch of rate cuts and
everything um money gets cheaper blah blah blah and like people positive scalping bonds yeah you
can kind of get like uh you can kind of have your cake and eat it too so like they're like maybe
like there's a world in which like we kind of both, but I'm pretty sure that the number one thing that's being
done here is waving a gun around
and proving to everyone
and demonstrating that you will use it.
I will use it.
Yeah, I'm not a LARP. I really will shoot you, bro.
Yeah.
Yeah.
We are an aggressive, powerful country, but we've never done anything to make you think that
we are until now and then all of a sudden the uh geopolitical situation changes
we might also just be coping but it's also like uh i feel like coping in the direction of like nothing ever happens is like
the least coping cope of all because uh that's actually just directionally been true right it's
like we have like infinite seasons of nothing ever happens uh and we have very few seasons of
something happening so like can it really be called a cope at this point i'm a little bearish
on nothing ever happening theory because like a lot has happened now like over the last five years like all like and like
from covid and we should do a poll on this like have things happened like have things started
happening again because i also said that something happened during covid but then a lot of people
were like well i mean what do you mean something happened like study now like is anything different
and it's like i don't know that's actually kind of i think i think things are a lot different like i said like it's just that things don't like happen and meet
like like that's like the theory that like nothing ever happened i mean uh the mistake that nothing
ever happens theory of makes is it assumes like okay like this thing just happened and then like
everything didn't immediately realign in reaction to it so therefore nothing happened actually
it's like actually like the covet realignment really happened like just now.
Like the 2016 alignment that like the, the, the, the Republican realignment that was like promised or implied by 2016 only just happened eight years later.
Right.
Like that's like the actual like arc of history things tend to take longer than you think people get into their head
like yeah there's that kind of true is of that people like to say like oh you
know there's decades or nothing there's decades where nothing happens and then
there's like days where decades happen right and that's like their their
framework for kind of assessing like the happen like the happening level of like a given.
You're basically saying there's a disconnect between the happening and the trigger of the happening.
Yeah, exactly.
Causing everyone to become retarded in some capacity because they're trying to say that, well, something didn't happen immediately after the thing.
So nothing happened.
Yeah.
Because like I said, like the biggest thing that has happened in my view is the Republican realignment, right?
And that was...
Yeah, I agree.
I mean, you join like right-wing Twitter and you find all these guys like posting about this stuff.
And then like after one year after reading any of it, you're like, oh my God, like the entire geopolitical system hasn't like reshifted to realign with these obvious truisms.
It's over.
It's over.
It's over forever.
Yeah. In reality, it's like they're way ahead they're way ahead of the curve i mean fuck like the republican realignment has been teased
for for decades at this point right like in more attenuated forms like you cannot you can legit go
back to like the paleocons or like the 90s uh for like when it first uh for for when it really
started to like actually become a thing that people were talking about.
And it only just happened in a meaningful way, right?
This guy, this guy says this channel is AIDS.
It is.
This channel brought to you by AIDS.
This channel brought to you by AIDS.
Yeah.
Can we look at the AIDS chart?
Yeah, let's actually check it out.
This channel.
Hey, honey, change the channel.
channel. I'm tired
I'm tired of these guys.
of these guys.
There has to
be an AIDS coin.
All coins are
AIDS coins.
Ethereum is the AIDS coin, actually.
It's like...
It's pretty hard to argue
that one.
Say, there's a coin called aid coin
us aid aid us aid coin charity
heard by charity stars oh this is like a horrifyingly uncomfortable position to lie in
should have just got a fucking chair what am i doing
this channel really is choosing the right silica gel breather for a hydraulic reservoir yeah
there's a lot of there's a lot of goofy shit going on with the breather caps too
there was a period where uh we we changed all of ours out and we had a bunch of like tanks like
popping tops and shit it was just like it it's always, always something going on. Hydraulic oil, like
temperatures also, this is one interesting thing that has actually sort of innovated a lot over
time is like, uh, hydraulic oil pressure, the, the average pressure of the operational circuit
has started increasing over time because you can get more power and more efficiency out if you have
higher pressure circuits.
So you actually do have some components that are being changed out just because it's like, okay, well, if the operational PSI goes from 1500 to like 6000.
Now, yeah, there's a lot of shit that will just blow the fuck up because 6000 PSI is actually really like it's a lot of pressure.
Yeah.
And like, are you familiar with like the meme of like hydraulic injection?
Not particularly.
So like if there's like a pinhole in one of these hydraulic lines, because it's at 6,000 PSI,
it will shoot out a stream of hydraulic fluid that is at like such high pressure that it can actually just pierce into your skin and uh go in into you right and because it's like uh hydraulic fluid is just oil so you don't feel it immediately right
like maybe there's just a little bump or a little swelling on your hand however hydraulic fluid over
time actually does break down like your muscle and connective tissue in your in your hand oh bro
i'm looking at pictures on Google.
This is fucking gnarly.
Yeah.
Yeah.
I was, I was going to put it up on the screen and then I was like,
we probably shouldn't put this up on the screen.
It might be like Gore or something.
Yeah.
These are horrific.
Yeah.
Like it really, it really fucks you up and you don't notice it until like a
day after.
And by a day after it's already fucked you so bad that like you're going
to need a debridement
surgery and a debridement surgery is when a surgeon comes with like a scalpel and they
fucking uh they fucking cut open every muscle belly and every link every single like uh connective
pouch on your hand or whatever limb you got this shit on and they cut out all of the necrotic tissue
uh and so now it's like your hand is supposed to be like pretty mobile, right? If you go and you cut that shit all open and then like, sew it up again,
like you lose like 60% of the mobility in your hand at like best case, worst cases, it's like,
now your hand just gets cut the fuck off. So like working on hydraulic equipment is actually
somewhat horrifying. Uh, also because like, okay, so if you have you have uh if you have this hydraulic circuit and you turn the
machine off uh there's many parts of the machine that are still pressurized like you have to hit
the relief valve before they dump pressure yeah uh so like you can think you can have the average
operator that thinks well the machine is off so it's not pressurized right uh it's just not
fucking true at all yeah and uh they're not like out here. You know, it's like, these are like guys in the field.
They're like, these are like random operator contractor guys. They don't have like a good
understanding of like hydraulic circuit design and like which part is like before or after the pump.
So like which part is going to, which part is going to meaningfully be dangerous to touch.
And so, yeah, they can just get into some really not great situations.
A lot of hydraulic design is trying to mitigate the danger of these people.
And the other thing is, imagine trying to connect a fitting or disconnect a fitting
when it's under this much pressure.
That shit just blows out everywhere.
Now it's like maybe you get hydraulic injections in your eye and it's just over
yeah i'm like traumatizing myself these are some of the most horrifying like
gore pictures i've ever seen in my life and this is like a super common like industrial
like happening actually it's very bizarre that like it's as uh like i actually wanted to do
like a thread for like right wing twitter about this for like a while uh just because it's very bizarre that like it's as uh like i actually wanted to do like a thread for like right-wing twitter about this for like a while uh just because it's like this is a very common
place everyday thing in which you can experience like nightmarish levels of horror
dude these debridement images are insane yeah holy fuck man vv is begging us to put them up
but it's like i just don't know know, man. No, this violates
Twitter content policy, probably.
It's really, really
bad.
I wonder if I can just like...
High pressure injection
injury with molten aluminum.
Oh, that might be
bass. That might be real bass.
It just straight up looks like ash.
Like this guy's arm is done.
BTFO.
Yeah.
Just blow the whole fucking thing up.
High pressure injection injury with sewer waste.
This guy got shit sprayed into his fucking foot
oh god yeah he's saying i regret looking this up too yeah man sorry you guys haven't had your like
your brains destroyed by the internet hard enough yet this is like my go-to man
there's like other words like other words like degloving injuries.
I remember when I...
Oh, God.
These ones are horrific, dude.
Hemifacial avulsion.
Degloving in 25-year-old female patient.
I guess she lost her face.
How about that?
I need to get like a suitcase
to put the screen on so I can see it.
This is horrible.
This guy lost all the skin on his hand.
put them through a ghibli filter
i think we'll hurt open ai i think we'll hurt chat gpt training it on these images
oh this guy degloved his whole foot how about that
oh this guy degloved his entire leg how do you even maybe we shouldn't bring no yeah dude this
is the thing bro like uh there's actually it's actually damn near impossible to make, like, factory labor safe.
Like, you see this with welding, too, where, like, it's like, yeah, it's obviously not great to, like, inhale vaporized metal slag, right?
Like, micro, micro particles of, like, metallic vapor going into your lungs is never going to be, like, great.
vapor going into your lungs is never going to be like great uh but the way you mitigate this
is with a fume hood that's like constantly kept over the weld material as you're welding however
like think about like a conventional supply line and you're trying to weld like uh like let's say
you're making a large frame of like one of these big uh those big trenchers we were seeing before
right it's a very complex piece uh that involves welding in a
bunch of bizarre positions like uh i mean you'll you'll have guys like fucking like leaning up
against a wall or like upside down or something for some parts and uh it's literally just not
possible to get these made in any like reasonable amount of time if you're going to be doing that
with a fume hood the whole time like it just doesn't work so uh
osha be damned like the boys are gonna get it done but like also study like the life expectancy of a welder right like even with all these regulations like uh you go and you get hired
at this place and like you're gonna say okay you you need to follow this rule you need to do it
it's mandated by osha and then you're also going to have someone saying like
why is your weld taking five times longer than everyone else and if your weld takes five times
longer than everyone else they're going to say like you got to find a way to make it work man
or you're out right yeah it's an unfortunate incentive but guys are willing to do it like
that's the kind of the cool thing about it it's the same deal with like uh modern military conditions like like uh uh gunners for instance
like if you if you're a guy who's like uh you you basically get slated to be a member of like a
gunship crew on like an ac-130 or something like that like your life sucks like your life actually
sucks like there's a good chance you're going to develop Parkinson's at like 40,
that you're going to get like some kind of like crazy cancer.
Like it isn't even really necessarily a way to predict what you're going to get.
Because it turns out like being in a pressurized compartment
where you're just constantly breathing in vaporized lead from the-
Yeah, it's like you're fucked.
There's no way around it.
You're fucked.
The military has many positions like this also, where it's like you're you're fucked there's no way around it you're the military
has many positions like this also where it's just like it oh should be damned like you're fucked
and turns out the guys kind of enjoy it like the the weirdest thing i've heard was like
like i learned like everything i just said about gunship crews i learned from an interview of a
that i watched of a guy who was in a gunship crew and he was like yeah it sucks but it's like i think i'd do it again like that was like that's like the line yeah yeah they all
they all trauma bond over it to some extent too right yeah exactly it's like this is the cool
thing about guys is that you actually can just like ask them to do like insanely dangerous like
self-destructive shit and they'll kind of like it it's like there's this uh like i like how this
sucks like that's yeah yeah i mean like it's like the welder thing right it it's like there's this uh like i like how this sucks like that's
yeah yeah i mean like it's like the welder thing right like all these like there's many career
welders who if they like listen to me saying like anything about fume hoods they're like
they call you a faggot they're like yeah they're like this guy is gay dude what the hell like uh
and like it is it is sort of gay but it's like uh i mean i'm saying this not as the perspective of
like a welder right like i actually i liked when you Like I actually, I liked when you get to go out and, uh, when you get to go out on the line
and like weld shit up, uh, every now and then. So like, I, I wound up, uh, picking up welding
when I worked at like a company that made like a bunch of big industry shit. Uh, because there's a
lot of times where like some welder or some assembler will come out and say like, bro,
I can't fucking make this part that you designed
you dumb bitch engineer and like uh if you can just go out and put the thing together instead
of them and say like that's how you do it like you just insta mog them in front of everyone to
the extent that they like you super gain the respect not just of them but of everyone else
on the line yeah because uh their assumption is that like you're an engineer who cannot do this thing that they do and like uh you don't understand what their job is like
but if you can come out and say like no actually like i can show you how to do your own job
right like now it's like i was being nice to you i designed it like he's competent like yeah
yeah and it was especially easy for uh because i mean most of this big stuff they put
they just make it together and like the line assemblers are not like uh they're not god tier
like the prototype boys the test boys those guys are actually like fucking wizards uh and they will
do they will do like straight up magic to get like a prototype built uh the guys on the line are
usually fairly like mediocre uh and so you
can actually stunt on the line boys you just get giga mogged by any of the prototype guys but also
like they'll let you use their equipment to like test on it and stuff uh and like the optimal
position with welding is to be like uh you're a guy who can do it like once every like two weeks
when you need to show someone how to put something together or you need to like show that you if you need like the way that i like doing it was like if you make
a design update to uh something on the line and you can just go out and pull everyone aside for
two minutes and say like okay like instead of doing like this we've realized you can actually
just do a stitch weld and you wind up saving time and now uh we get this done faster right
and you just like demo it for them and then go back in. So like if
every now and then you're doing some sort of like field demonstration or something, but you weld
like once every two weeks, that's awesome. Cause it's like, yeah, sure. You're breathing in like
vaporized metal fumes and maybe you like, uh, it's not great, but like, it's very different
than when you're out there all day, uh, for like eight to 10 hours at all the time. Yeah. Inhaling
just like, it's like, you're not even breathing air at this point you're breathing in like uh like manufacturing byproducts
and yet they still probably enjoy it you tell them this shit and they tell you to fuck off
oh yeah they're good boys welders are pretty cool actually weld Welders like as like the weld crew, you know, like the weld boys.
There's like definitely like a welders like welders boys club.
And then you got the girls who are in the welders boys club.
Those are funny ones also.
The prostitutes, you mean?
I won't quite say that, but it's very much so like women in the military, right?
Yeah.
Yeah.
The prostitutes, you mean?
Yeah. Yeah. The prostitutes you mean? Yeah. The big problem there is like you actually do, uh, you do need to be able to muscle the
work around. Uh, there's so many, dude, we should just look up welder memes. Actually
this guy is saying, uh, okay, keep the filter the masculine phenomena of edging the primordial death drive.
There's literally an infinite amount of value in edging the primordial death drive.
Yeah, you can you can extract almost infinite energy like infinite free energy out of edging
as like a concept. Welders are passionate as fuck. the gayest blue collar worker
hvac
it might be hvac hvac and it's not even close
it's very into the dark the dark depths of the mind of a welder i didn't realize it was pango at
first it's a lot of stuff like this yeah but what the fuck is he even in i mean this looks like some
sort of uh i mean pipeline welding is actually crazy because there's a lot of like uh people
going out in the field and doing like they're sticking up uh like infinite just like extrusions
of steel uh not usually they're not usually uh uh, extruded. I'm lying there.
Uh, they're flat rolled and then they're seamed together.
Uh, but like, this looks like some sort of a support member, uh, here.
So it's like, presumably this is not, uh, pipelines.
Uh, so I don't know.
I think it's kind of, I think it's kind of shaft.
I only know.
Definitely.
Yeah.
Definitely interesting. I don't actually know what that is
lucas lucas mode no i don't know i i got into tig for a little while but tig is weird because you actually
have to maintain like uh you have to maintain tig It's like handguns versus rifles.
Mig, you sort of have, like, a lasting skill.
It's pretty easy. I mean, once you figure out how to get, like, proper penetration and you dial in your settings, it's pretty hard to fuck mig up.
You can fuck it up in the sense that, like, you can look like you have something that is a good weld, but it will actually be, like, a cold joint.
Or there might be, like, trapped. I'm forgetting on the technical term for like the trapped air bubbles uh like
intrusions or something uh but like after you've been after you've been like tested on x-ray on
mig uh people usually don't like regress out of like knowing how to do that
tig though it's like if you go like three months without taking anything, you're like horrible now you're like dog shit at it. Uh, and also it's like so fucking
slow and like much of the benefit of Tig is that you can make like these really pretty welds. Uh,
but if you're making like some massive fucking industry pile driver, uh, there's almost nobody
that's sitting there going like, like i wish i wish first of
all they're not using an aluminum subframe anyway so nobody like you know you're not you're not
taking this anyway uh you can still do this with like steel i guess but it's uh um it's it's more
of a flex to do with aluminum aluminum is a very hard material to weld uh and uh nobody is sitting
there buying the thing and saying like i god damn it like
19 000 extra could have bought me those fucking nice welds like i fucked up right
like they just want the thing to hammer yeah
don't understand this one definitely like a woman these are these are like the uh the shitty uh like in general
you're not gonna be welding anything super big with like uh with like a 120 volt machine
like they can only penetrate like a given uh a given thickness of material and they're probably
not going to be able to get the work hot enough uh so there's like a lot of these like starter
welders that like if you're if you're going to get like a 15 volt machine you should probably
or not a 15 120 volt machine uh 15 amp machine sorry uh you should probably just get like one
of the stick machines because at least they can get more penetration per uh per power than a lot of the uh the wire feeders can so true
this is like uh this is like what my uh my starter welds looked like when i was trying
to figure stuff out you're just like oh my god like this is uh you've really gone haywire with the more material removed from in that well than there is added
yeah well it's probably added but it probably dripped down into the pipe here and it's resting
here and it might have blown through the bottom also that's a good that's a good point yeah
yeah like stuff like this is like when you're uh starting and it's like you've you can you can
really tell how much they've fucked up by like uh you have the heat affected zone that's like
randomly like you know this should all be like a very consistent thing uh a common way that like
early welders can fuck things up is when they have like they have an inconsistent heat affected zone
and if you have something like this now there's like an unusual stress pattern throughout this member because there's this change and like when you weld on a material you're effectively heat treating it right so like all of this weld material is much harder and much less ductile than the material out here and there's a gradient of how much this changes based on like the ferrite arrangement as it goes farther away
from the center of heat.
And so you have you just assume that, right?
Like when you're simulating this, you like model this in as like a constant heat affected
zone.
And now this person has introduced like a random, not necessarily corner, but I mean,
it's close enough to a corner.
This one certainly looks like a corner and this one's just fucked. Uh, yeah. He's like, I have to find a way to expose my son to the same amount
of like vaporized metal carcinogens as I was. He doesn't understand me.
I was, he doesn't understand me.
Electricians.
So electricians can sometimes be like a huge pussies,
but they can also be gigabased.
Like I know many electricians at this point who will be like,
they're like, I've abandoned voltage testers.
Like if I need to see if a wire's live, like I'm just going to grab it.
My fingers are numb to it by now
like uh again i'm not promoting that i'm not promoting the finger test method but i'm just
saying uh there are some boys who make it work right and these boys work fast
all the electricians i've known have been very, very based.
Oh, the deal with HVAC is I haven't really.
I was an electrical engineer or not.
I haven't really typed HVAC guys like like systemically, like I can't explain why they are the way they are, but more so than any other blue collar type, I've I have found
HVAC guys who are into like internet, like cartoon porn and like,
are like tranny chasers and everything like very,
very like kind of characteristically degenerate,
like a blue collar weirdo stuff.
Yeah.
That's not necessarily great.
No idea why HVAC in particular,
but the,
the sample rate that I have is it just biases them so much that I can't
imagine it being anyone but HVAC.
I will say this guy has a point here about the CDL semi guys.
That's Pango, by the way, an Enzo Chad alumni.
Oh, yeah.
I mean, he's saying this also.
Like, I do know a lot of these guys who are good.
I know a lot of good guys, but it is a trade that is filled with a little bit of mumbo jumbo.
If I'm being honest, a little bit.
I don't know what CDL is.
I'm not super familiar with it.
Commercial driver's license.
Oh, commercial.
So like the guys who are driving semis, basically.
Yeah, yeah, yeah, yeah.
I agree.
I never heard it referred to as a CDL before.
There's a lot of the blue-collar trades where when they develop the affectation of being like blue-collar trade guy, they become like giga insufferable.
Welders do this to a high degree, but they do it in a way that's like sort of like self-aware and endearing.
So it's not like as grating as it could be. When you have trucker
guys, they don't usually
have the same degree of self-awareness
for whatever reason.
I think that
spending that much time behind
a wheel just fries your brain, honestly.
How much enculturation can you have
driving a truck for
10-12 hours a day? Cultural enrichment. like how much enculturation can you have driving a truck for like 10 12 culture cultural enrichment
the market will yearn for pump fund welders coin honestly yeah dude if someone's like
laying dimes down in the pump fund stream like i don't know i don't know dude
it's probably gonna send that
welders are hard men hvac getting typed as sissy hypnos maybe i don't know what it is about hvac I'm going to say the, the, the truck, the, sorry, truck guys, uh, truck drivers.
At some point, they actually went from being like a conservative, like MAGA hat wearing
like rednecks to being like these weird sort of like, uh,
poverty lib cucks. I, it was, it was sometime around like 2017. It became more and more common
that you would have like, uh, a guy who was like literally like bisexual meth addict, like, uh,
unlike a bunch of, uh, like weird stimulants all the time as he like bitches about
trump on facebook while driving sounds like a meta change rather than a type change like i don't i
don't think truck drivers themselves change i think it was probably some kind of uh like within
these communities like a bunch of them realize like hey like we might have be dropouts at everything
but like we can just like drive a we could just like drive a car around all day.
Well, and also during COVID, it was possible to be like, if you had a CDL, you could start
like a trucker company, you could start a trucking company and like, uh, actually make
like 300 K in like six months.
Uh, so there was a very weird, there was a very weird period there where people who hit
the arb good really, really ate.
Uh, I don't know. I think that...
Hmm. Where am I going with this? I think that the guys who are like... If you grow up with a really
conservative family and you're poor and you're low class and you grow up with a poor family. They're usually like conservative. And like, there was a lot of
these people who wound up like sort of rubber banding into being really liberal, uh, because
they saw it as like a rejection of their like a low class. Right. Yeah. They, we call these
Hick libs. There's like that. Okay. For this. Okay. So it's exactly what you described. Yeah.
There were actually a couple of these at like, uh, working at like the big industry manufacturing
companies where like, uh, you would usually have work.
These engineers would be very, uh, generally like conservative, but then you would have
like a designer or something who would come in and they would be like one of these Hicklip
types, uh, who just like,
they would always be really intrusive about their beliefs too. Like they would literally be in a
company. It's like, they found the one company in the one place where they're actually outnumbered,
like nine to one in political beliefs. And they would still come in and complain about like, uh,
y'all like the Trump did or the Republicans or like the, and then he's like talking about like jerking off all the time and everyone
is just sitting there like fucking horrified.
Yes.
These are very,
these are very common types.
Like it entirely originates from the insecurity thing,
right?
Like they,
they,
they infer from like media or whatever.
They're basically just like the former type,
except like they're overexposed to media. They realize from like media or whatever. They're basically just like the former type, except like they're overexposed to media.
They realize that like,
like all like the cool people in society think that I'm a loser for XYZ
reasons.
So I need to affect as strongly as I can in the opposite direction to
prove that I'm not,
I'm not like those people because they're very,
they're very sensitive to it for one reason or another.
I think at that point you really are talking about like personality
conceits,
but I think like the, the original, like the originating
like incident for these people is like basically getting like mugged by like the media industrial
comp, like the, the lib ship media industrial complex.
Speaker 2 Who is this Pango? Yeah. Follow Pango. Did he, did he like get banned again?
This is, this always happens. They always get banned and then they're like, Lucas, you've abandoned me.
Panda's like, no, I just I cannot look at my notifications now. It's a shithole.
I have no idea who follows or unfollows. And if I see you, this is the other thing.
If I see you again on a new account, I assume that you are the same account that I have been
mutuals with before. Right. Because like,
it's not normal that somebody like dies and then reappears with the same
name.
It's an,
it's an unusual occurrence.
so someone will like follow you back and then assume that it's like Lucas
knows he doesn't want to follow me back now.
He's,
he hates me now.
And it's,
it's actually just that like,
if you get followed by like hundreds of people in any given day and unfollowed by hundreds of people, it becomes something that's untrackable in totality.
And then if you see the same name that already followed you, you just assume that it's the same person and that you still are in the same state as you were always with them.
And actually, a more common assumption, because this happens more often than someone dying and respawning, is you assume that they soft blocked you at some point and then refollowed you because they un-got
mad at you. That's usually, that's much more likely than someone respawning on a new account.
So I would actually assume, oh, this person got mad at me and now they followed me back.
And they think everything is okay, even though they've abandoned me.
And then they message you like hey man we're cool now
like oh i didn't realize i'm like i haven't gotten it over it like i'm still
this is probably true yeah but uh this is true even in small immigrants also like if somebody
immigrates from a country uh like, like Indians specifically actually have developed like really, really high, like libtard affectations as like a sort of like class conceit, right?
Where they see, uh, they, they come to America and they want to do the thing that like they
perceive the high class people doing. And it's, it's usually not like, uh, being a Trump supporter,
right? Yeah. So now it's like, they just go as hard as possible in the other direction. Uh,
Yeah. So now it's like they just go as hard as possible in the other direction.
Probably a reason why the left has lost a lot of its cultural cachet over the last few years, actually, is like immigrants, like, like just deferentially aping the libtard stuff and not really like doing it properly.
Yeah, like it wasn't gatekept. Yeah. Like, it sounds stupid because you don't really want to gatekeep politics.
But like the elite cannot be the elite if it's like you have random truck drivers now fully on board you know yeah like um there's also
like another thing like especially with like the immigrant like ethnic angle like you straight up
cannot have uh you you cannot have like an enlightened um middle way party if people have
the perception that like you're basically like an ethnic, ethnic patronage network,
or that like,
do you like your party politics within like a city or whatever is going to
be dominated by just like different,
like sub,
like,
like sub zones of that party,
like competing over their,
like ethnic grievances.
Like,
like,
this is like the,
like,
I'm like the,
there's a huge scandal over this recording recording that was taken of like the like
la city councilman uh la city council members and they were like all the mexican ones and they were
talking about like literally like how are we gonna like gentrify out like uh excuse me uh gerrymander
out the blacks how are we gonna gerrymander out the whites like like as explicitly as you possibly
can right like once you let that in um you you basically can't be you basically
can't brook like uh uh content not character uh vibes anymore in the party like because people
are just gonna see you for what you are yeah yeah that's kind of funny like uh death by immigrants
once more i guess yeah even if you advocate for them,
because the basis upon which you advocate for them
is not something that they themselves are on board with.
It's like, I mean, the right has like,
especially like the online right has pointed this out
for years at this point.
It's like, it's like, okay,
like you are progressive and everything.
To what degree are the people that you are letting
into the country going to upload, upload,
uphold your values? Like less so than even I would, right? Yeah. Yeah. degree are the people that you are letting into the country going to upload up upload uphold
your values like less so than even i would right yeah yeah i mean it's yeah your own people are
going to destroy you more thoroughly than i can and like you're not even gonna hear you there's
literally nothing you're gonna be able to do about it i mean this is also like the criticism of like
uh the weird like u.s is Israeli support of like Palestine or something.
Yeah.
Right.
Like that.
That is also another super goofy one where you're like.
I don't understand what like American Jews are doing, like going full on supporting of these Arab people that actually want to like skin them alive.
It seems like it's going to end badly for them.
Yeah, it's very much a divide between...
Because Martin has talked about this, for instance,
and he's completely correct in the sense that
basically all of American liberals,
all American liberals who are on board with Palestine over Israel
nowadays are doing it because they view Israel
as a white colonial like settler
state yeah yeah yeah that they view america um so like you basically like that's kind of the split
it's like either you're like a lib and you like either you're like a lib and you hate israel and
you love palestinians for like the same reason like you love blacks in this country and hate whites
or you are you're basically just on board with
Israel, basically like out of either, um, ethnic or ideological patronage, uh, loyalty, I should
say, or just because of incentive. It's like, there's like, I think there's like a lot of,
uh, like nominal Zionists, uh, not nominal, excuse me, pragmatic Zionists in the Trump
administration now who aren't necessarily Zionists as a result of ethnic loyalty or, or, or loyalty or ideology or whatever. And just because of the
fact that like, okay, because of like the, the divide that I just, that I just elaborate on.
Yeah. It's like you accidentally wind up supporting Israel because all of the people
who oppose Israel also just want to kill you. Yes, exactly. Exactly. And that, that's just
what politics is. It's like you, it's like you,
if you were to like try and like maintain a principled sense,
be like,
like I'm against both.
I'm against both.
It's like,
okay,
so now,
but like,
which,
which are you against more?
Are you against Israel more or are you against people who want to kill you more?
Yeah.
You just instantly reproduce the third party problem.
Right.
It's like,
it's like,
it's like why I hate people who like get like anger about like,
like the United States is like corrupt because of the two party system. Right. It's like just I hate people who get angered about, like, oh, the United States is corrupt because of the two-party system.
It's just two parties, bro.
You can't represent everyone with two parties.
Look at this meaningless European country.
Yeah, look at this European country
with 17 parties that have to form coalitions
to elect someone who's mediocre across all metrics.
Yeah, it's like, oh, they have 500 parties
and they're all completely useless
except like they managed to form like they managed to form like a polar like a dipolar coalition
every single election cycle uh and that's uh different and better than what we have it's like
no like they actually have the same thing it's just that they they choose to like play their
party politics out in like these sub parties instead of just in larger party organs but like
you can actually like like genuinely genuinely, like the Republican realignment
that we've observed in the United States recently
is actually a way more impressive
and totalizing realignment
than any of these multi-party states have managed to do.
Look at Germany.
It's like Germany has 12 parties
that are all kind of like quote unquote active
players in the elections and everything.
And nothing has changed.
Same with France. It's like France is even
so bad that the
leaders of their underdog opposition
parties are getting actively
sued and
then disbarred from participating in
politics. Yeah, didn't
Le Pen just get tossed in prison or something? yeah she's like in prison and she's not allowed
to she's like actually not allowed to run anymore like like genuinely like how many parties you have
doesn't matter because like like parties are the they're they will all like from like from however
many parties you have will always emerge like two fronts against each other because that is the most
like fundamental and like irreducible form of like human of like uh like human opposition right it's
like right yeah it's like the lowest number of teams that you have to form to have like a war
game is two and so it will always be two and it's not even it's not even like necessarily like just
because it's like the lowest like path of least resistance it's actually the most powerful like in every sense numerically but also like also like rhetorically
and energetically i mean i talked about schmidt a couple uh like like like last week or something
like that like it follows from the schmidtian logic it's like politics like is and also follows
from like the enmity between enemies like it turns out it's actually much easier to like align
yourself with people and align yourself like align yourself with people and against other people.
If the number of groups happens to just be two, like once you have like, like back to like the, like the US Israel thing, it's like, okay, I'm going to be principled.
I don't, I don't want to be involved with Palestine.
I want to be involved with Israel.
Fuck them both.
So I'm going to make my own thing.
Well, then all of a sudden, like you're getting fucked by two people and you're trying to fuck two people like you just
don't have enough hands you just can't like put you just can't put yourself around that many things
um and also like you're again going to like reproduce even internally like the same uh like
the same argument and like trying to like like align your own people because there's going to
be people who thought it was a mistake to do that because they're going to instantly realize it like oh well we could have
just like stuck with the larger like more powerful and like organize like organizational coalition
um and even like an angrier coalition right
yeah i mean i honestly don't think the le pen thing could have happened in the u.s because like uh
you now have 50 of the country
that's like you just fucking raped our side right whereas like with with le pen it's like only uh
like 20 or 30 percent yeah right yeah i mean i mean genuinely like this last like eight years
at the very least have been such in american politics have been like such a thorough BTF owing of like the multi-party, um, political proposition that like, it just, I don't, I don't see how anyone can
advocate for it in earnest anymore, unless you're like a lib who's angry. Right. It's like, it's
like, yeah, it's like you're, you're, you're advocating for just, it's like, you're taking
the lib approach to like me just saying like, I don't know, maybe tariffs are good. Just toss a
wrench and shit. See what happens. Uh, you're, you're doing that. You're saying like i don't know maybe tariffs are good just toss a wrench and shit see what happens uh you're doing that you're saying like ah well it appears the
two-party system elects people i fucking hate so like maybe with the uniparty system we can like
uh throw them in jail or something i don't know
yeah i'm also seeing a lot of people say like i am no longer a neoliberal which is like confusing for me
because i don't know what a neoliberal is in the first place really uh i always i always sort of
said like oh it's like uh look it's a new liberal as in like this is the new breed of libtard like
the most old libtards are now the most succinct way to like sum up the neoliberal proposition
is uh actually something that sue said earlier in this stream as basically uh like emerge out of
like the post-world war ii consensus where people where we like we realized or think we realized that
you can actually just like bind up the whole world and like these very uh advanced um reciprocal
trade agreements basically and you can just you can disincentivize war that way it's basically
like you can have like a you can have like an equitable world order that's based upon like free
trade and everything.
And also like certain like norms and every certain norms and value
propositions and judgments that basically reduce the friction between
societies and cultures necessary to like enable these like movements of
people and goods and everything such that you can basically create world
peace. Like that's kind of like the neoliberal proposition.
Yeah, it seems bad yeah it's like it's like what kind of values do you have to have in order to have like free trade in order to and like maximum immigration everything maximum into maximum
entanglement of every country with every other country
such that they can't reasonably fight each other anymore.
It's like, boom,
we've just solved the Cold War and World War II.
Yeah, you solve all game theory by just saying,
what if we tied strings to everything
and then said that if you ever are bad,
then it also has to impact you because of all the strings.
It's like it works to some degree
until people get tired of it and then
turns out people are willing to just like pull and they just rip off all the strings like yeah
exactly what trump is doing is he's saying like i fucking hate strings like he's going like
godzilla mode just like rampaging through all the strings saying like ah like fuck your strings
bitch and everyone's like no like you can't do this like this string like this is the string that
like makes growth happen and one and one of the no not that string not that string no it's like
okay we can cut some of the strings but stay away from this one i'll even i'll even put a put red
tape on it but it's like imagine you're godzilla in that scenario and someone is telling you like
you can cut every string but this one right which? Which string do you now have to cut? Like which string is the most appetizing string? Like I'm eating the growth string instantly if I'm Godzilla.
And neoliberalism has also enjoyed like, because like, think about like, in school, right? It's like the it's like the it's like the most like insane, like, unmanageable anti social kids are the ones who like flip out first over like, like all like the, the awful like longhouse like treatment, everything that all the kids get from the teachers. So like, there's actually like this unfortunate perception that a lot of people generated results as a result of that like that yeah it's like oh well you deserved it like you
are like a weird spurg yeah exactly there's exactly the same thing with like uh with like
earlier like 20th and even 21st century politics where the people that like spurred doubt first
about like this giant system of this giant like web but like a resting web of strings
um were kind of like freaks and weirdos and everything
so therefore i mean it's the same thing with like the incel shit like you have like uh
you have the supreme gentleman going out and killing women who won't have sex with him and
everyone's like ah dude like that's kind of weird like it's a bad look uh but but at some point it's
like random random giga chad saying, no, he had a point though.
Like he had some points.
And now it's like, like, what did I tweet yesterday?
It was like, it was something about, there we go.
This one. Yeah. Yeah. there we go this hate one yeah yeah uh i tweeted this and i was like this is like obviously a joke
right like it's obviously like andrew tate did not make you know like there was obviously like
a pre-existing sentiment that men had towards women and then andrew tate was someone who like
emerged as a result of that sentiment needing like
some sort of like an outlet right yeah like he capitalized on an existing market share andrew
tate did not create market share for like hating women uh it was already there uh and i thought
everyone would understand that but then like uh everyone responding to this is just like uh
there's also a lot of no i already hated like i already hated women or
like this guy saying nah women do a good job of making men hate them all on their own and it's
like yes like that's what i was saying like it wasn't for no reason that's not real nothing has
ever happened for no reason like if it happened there must be a reason to their credit there's a lot of people who say
like literally exactly your tweet but unironically like exactly i realized that and then i i was like
uh we added the addendum so like what's required here is people like kind of knowing you to go to
see like oh he's probably kidding like i i see the point he's making right because i just haven't
seen this genre of tweets where people say like uh like i've only seen for no reason used in a
mocking sense so i assume someone must have at some point used it seriously or else the mockers
wouldn't be mocking the thing that had never happened there's that you know that you know
that adolescence film have you seen like have you seen like posts about that i've is this the one
that's about like uh they had like some crime thing
where it was like a classic,
like black person kills white person,
but then they just like reversed
all the races and roles and said,
actually like white people are serial killers now.
Yeah, yes, that's exactly what happened.
And like, it's also like a mega psyop.
This is all in Britain, right?
It's like a mega psyop too,
because it's a TV series on netflix and
like a dot where the fuck it's a netflix series right and uh it basically got made and then like
it got showed in like parliament or something and now they're like generating like policy
and like this giant like media like initiative like get people to watch this fucking uh this
fucking series um but it's all like totally fake and gay right but like if you actually like watch like bbc coverage
of this film for instance they say exactly this like literally they say like i can't believe that
andrew tate is making all of like our nation's like young white boys hate women for no reason
like it's it's like it's actually like a bbc like talking point that's so funny like like straight
to me it was absurd because like the
notion that andrew tate is able to like you know like it's already like bizarre like it's like okay
mr goofy like tiktok guy was able to like sway the uh the nation's youth single-handedly like i
thought the word single-handedly made this a really funny like obvious joke it's basically a
a position of policy on the part of the british government
at this point like literally like if you're like a rant if you're like a random like british person
and you come across this tweet you're going to think oh like the government is saying right now
like actually that's extremely funny yes it's absolutely nuts okay, I guess it's cooked then. I don't know.
I mean, it is a little bit like...
It is a little bit silly that Andrew Tate has gotten any blame at all for things, really.
I mean, they chose him specifically, right?
It's like...
Right, yeah.
It's like we're gonna find like the most we're gonna find the most retarded hypocritical d like dubious idiot to
like to basically like be the controlled opposition avatar of like this particular like unsavory thing
that we don't want people thinking um like like classic co-entail pro move right that's exactly
what it is it's also why i think that like andrew tate is like like there's some people who are like oh andrew tate is like a top signal he's a top signal for
incels but i don't know and it's like he's not a top signal he's he's the indicator that like
there is now an immune response against it which is like the opposite of a top signal this is
actually just confirmation like you're buying confirmation
see vv i don't know i'm still bullish incels like they've uh the incel model has like largely proven to be more correct than all proposed other models of social dynamics and arrangements
well it's kind of like the engineer it's funny like it actually like the the whole enumeration
we just went on like for like for why engineers are not like very good at advocating for themselves
is actually kind of the incel problem right because it's like the like uh at least when
you're talking about like a certain subset uh subset of the incels i would call them like noble
incels right um like in incels who kind of have like an ideological proposition, right? It's like they're kind of extremely honest
about like the system of incentives
and like an attitudes that people have.
And then they just make judgments based on those.
And then they try, and then from there,
they also like trying to extrapolate
like for like the reasons why those like incentives
and judgments exist and everything.
And then for that reason,
like that degree of earnestness,
like required to
like embark on that process probably like unlike like predispose or anti-disposes you from being
the type of person who um gets what they can as opposed to gets what they think they deserve you
know because like that's the thing like with a lot of like a lot of uh incels is that like
if you talk to them like because like the the the the typical like mainstream
like line that is typically that is summoned against uh against these types of something like
oh like you like think you're entitled you think like you're entitled to sex or or romance or
something like that and that's like actually a very big misunderstanding it's like very few
especially the type of incels that like i'm bullish about think that they're like entitled necessarily. It's like, in fact, they like, they, they,
they relegate themselves, you know, because like they're kind of, because in some sense they're,
they, or they're trying, they think they are, or they're trying to be, think they are
honest about like why the, why the world looks in the way it does.
why the why the world looks in the way it does
they don't really seem to be super entitled they actually seem to assume that it's all over uh yeah
yeah the black pill thing vv they're actually like i mean incels largely like they come from
a very different perspective than i think the average person does because like the reason that
everybody assumes everything on the internet is cope is because most people are out there putting
themselves in this situation and like having feedback based on that situation.
Right.
But incels, when they're commenting on these things, are largely commenting on like observed social dynamics.
So they're like, they're sort of like watching a safari.
They're like safari observers as opposed to like them trying to like justify their own like behaviors.
There are a lot of guys who are just like, oh, like i'm not getting laid because like women are evil but those are actually like sort of like
second uh second wave buyers like the the original true cells were never like
they didn't create insolism out of the thought that like we deserve sex it was more of like
why is everything happening this seems to be Like this seems to be like a retarded system.
And then from there, just extrapolating why.
Yeah.
And that's like where all the state, like the underlying staying power comes from.
I mean, the thing is just that it's really hard to actually disagree now that especially we have dating app data that basically says that like it was right about xyz things uh and like there's a lot of like the conservative accounts that like
to say well both men and women are bad now or something but like well there's another type that
also tries to like they basically agree and amplify they're like yes like hypergamy is actually good
and like it's good that you're a loser and getting deselected and like hooray victory for the human race and so forth um but we can actually just like uh we can we can actually just like step over that
like it's not true that like this is just like the women's preferences are eugenic theory again
right it's like oh well like if women don't want to fuck you then you must be worthless right it's
like like that like that's like at a meta level,
like one of the arguments that's actually taking place.
And like, you can extrapolate like almost everything
about like a given person's position,
whether like they agree fundamentally
with like that value judgment.
Well, so I actually found a very easy way
to debunk the women's preferences are eugenic theory
after we had our last conversation about it,
where I basically argued in favor of it. But I realized that it's like, I can actually just like, get a bunch of
people to like, if I know a girl, and I know three of her friends, and I have three of her friends
say, like, you should start talking about how hot this guy is. I within like one month, this girl
also will think that this guy is super hot and probably try to have sex with him right so it's like now it goes from women's preferences are eugenic to
women's preferences are hyper malleable and something that is hyper malleable cannot really
be eugenic yeah women's preferences are sufficiently fluid that they can uh basically
that they can basically find a niche like a protective niche within any situation like
that's actually what it is yeah yeah yeah like i mean you there's all those studies about like uh like porn where you like
it's like you show guys uh porn of a thing and it's like they actually have like some sort of
principled response to it whereas like at some point you can condition women to be attracted to
any type of porn uh much more quickly than guys right and. Right. And that's like a, that's like a meta,
that's like a meta extrapolation of like a more fundamental kind of study. I don't know if you've
seen these, there's a lot of studies that are done on like, like basically like genetic drift,
like genetic drift between populations. And you can actually like through like gene sampling of
like, like gene sampling of like population demographics,
you can actually figure out like, okay.
So at one point we had like this one population that lived in this one area.
And then like all the men died and were replaced by like another group of men,
but like all the women reproduced.
So like what that actually means is that like you,
So like what that actually means is that like you is that like it's a it's an it's a not uncommon thing in like in like evolutionary time's a selection pressure what psychological fundaments will
is that like, it's a, it's an, it's,
result from that and like one of them is exactly what you just described like exactly what like
like exactly that yeah it's just a hyper malleability uh it's like an adaptable
sexual attraction yeah so then the game becomes like oh like can i win like the hyper malleability
and then you kind of get back to like that conservative thing or like oh bro like you should just like
like you can win in any environment it's like you actually like like yes you can win in any
environment but like the the principled like uh like like uh the principal cell stance has
really like tries to like transcend like the winning versus losing thing it's like entirely
predicated upon like it like entirely predicated upon
like it's entirely predicated upon a certain conception of dignity and then like that well
it's funny actually because a lot of the time it approaches like the country as a company
in which you're saying like what is the way in which you can like allow all uh constituent
employees to both have like a high level of like self-dignity and also to be happy and feel that they have like fulfilled
themselves. Right. And, uh, and like approaching it from this angle winds up leading you to the
conclusion that like, well, the modern system is clearly broken. Right. Like, I mean, there's
basically nobody at this point who is like, uh, a huge fan of like, I shouldn't say nobody. It's
like, there's like 4% of the population that thinks like the modern like swipe model of dating apps is like good.
But like for most people, they see it as like a demeaning thing.
Like, I mean, even even women who get like a ton of matches on there, they no longer like extract like any sort of like validation out of it necessarily because they've also at this point all talked to all of their friends and they've realized that like, oh, well, like actually, like Ashley gets more matches than I do. So like, even though I match with like half of the people
that I swipe right on, like she matches on everyone. And like, she matched with this guy,
she matched with this guy. And he was the only one that I wanted to match with. And I didn't
match with him. So like, so they feel bad. And then you have guys sitting on there swiping for
hours. And it's like, you know, like what, like 50 plus percent of guys on tinder will will just like get like i don't know like two percent match rate so like you're actually swiping like all day
to get like two matches and like average match rate for a guy on tinder is about two percent
average match rate for a woman is about 30 yeah so like i just don't think anyone enjoys this
dynamic i think they all see it as sort of like a demeaning thing and they wish for like an alternative method for selection uh like i don't think we need to go we need we don't
need to go into like explicitly why tinder selects for like retarded things uh everyone knows why but
like i actually kind of disagree that like i don't know my people trade happiness for victory all the
time right like in any competitive like like a really
common saying with like competitive games nowadays is that like like the players will
optimize the fun out of the game because they want to win more than they want to have fun right
yeah um like it's just an emergent it's just an emergent preference every single time right
so like i think that the only reason why tinder would ever die is if all the guys opt out, basically.
And because like women themselves, like I very bearish on the prospect of women opting out of dating apps for exactly that reason.
Because like, yeah, like like like they will say like they will claim that they're not.
Yeah, like it's demeaning and blah, blah, blah.
But they're not.
Yeah.
Yeah.
But it still does give them some degree of like additional head pass that they can't get from like uh instagram or something like that yeah
exactly they're they're not going to trade it for like another for like another operational mode that
they're just frankly not as powerful in right like the actual way to like defeat it is to like to
prove to them in like some emotive way i i guess i guess it's like the actual approach you'd have
to take um you'd have to prove to them that like, listen, like you're not powerful on here.
Like if anything, like the power you have is like kind of like synthetic in the sense that like Tinder understands like Tinder, Hinge or whatever, whatever dating app they are.
They're all owned by the same people and operate under the same incentives, same incentives, especially financially.
Like that, like they understand like your perspective and they understand that like, in some sense you are their product.
So they're going to do everything to keep you attached to it, including like basically like, like delusioning you.
You have to like, you have to break them out of the frame basically.
Yeah. I mean, it'll even toss you like fake matches, like to try and like jack your shit up.
If you're, if you're, you're like Tinder gooning is not succeeding, but like all guys will actually have to leave to make it work but i don't think that'll ever happen because like i mean it is
literally just male male order pussy if you're like not hideous uh and like this i think tinder
actually is a large part of the reason you don't see like co-ed gatherings uh as much outside of
parties anymore because like it has actually just outmoded this like the guys the guys who just like want
girls for sex uh they now they don't have to deal with fucking talking to these people uh they they
can just go out and get like uh uber eats pussy essentially and the girls i think prefer this more
also because in a party setting they're all sort of competing for the same guys whereas like on
tinder they can do like a weekly rotation where like they all they all get it and they don't
have to necessarily see like oh fuck like i lost to this girl tonight it's just like last night like
she always wins like you know like yeah i i don't think they like that either so it's created a
dynamic that has enabled like a total separation of the genders outside of like what both parties
need the other four which is like uh you, like girls like having like dates and special events
so they can post it on their Instagram and guys like sex. It seems the amount of actual like
talking to each other that goes on. It seems that there's a very small population of either gender
that actually enjoys doing this. But for the most part, men and women probably don't actually enjoy
spending that much time together versus like guys hanging out with the boys or girls hanging out with their
friends. Yeah. I think that it's like, we're definitely at a low point for the sexes enjoying
each other also because like, like there's another element to like the, the, this tenderization,
I guess you can call it beyond just like, you know, like the incentives of time allocation.
There's a very, very strong disillusionment that follows from this.
Right.
To both the people that benefit from it and the people who don't,
especially the people who don't benefit from it. Right.
Because they're just going to, they're just going to go, Oh,
I fucking lose with this shit. You know, like, like,
like the lesson that like every like average guy learns from Tinder is that
like, Oh, well, I guess women don't really want to be around
me like that's like invariably what they pick what they take from it you know um yeah so like
and like that's not really something that you can like divorce from tinder like the average guy
isn't going to go like okay like i can't win on tinder apparently like almost 100 of women think
i'm disgusting i can't imagine them being excited to see me approaching.
So, like, why would that be different at, like, this party, you know?
Yeah, like, it's, like, instead of, like, a buffered system, it's now created, like, a reflexive system that, like, spins itself apart, like, increasingly faster as it propagates.
Yeah.
It literally has taught a lesson that was not meant to be learned and i don't know if it's like you know because like you were saying like all guys basically
have to leave in order to make this uh roll back right but like how do you actually like
put this one back in pandora's box like how do you undo it yeah because like the thing is that
like like when i when i said that i only meant in terms of like
killing tinder itself but like you you actually can't kill the lesson right it's like every guy
it's like okay like every guy leaves tinder except actually no i just debunked myself like every guy
leaves tinder except the fucking uber eats pussy guys right because they because like they can
because it's it's never going to stop being useful to them for that purpose, right? Yeah. But those are all the guys that the women are selecting off of Tinder.
So therefore, there would never be any...
Therefore, all the other guys leaving actually just makes a nicer user experience.
Yeah, I was going to say, it actually makes...
There's going to be a sinusoidal effect, whereas men might leave this one app,
except for, air quotes good guys uh and so more women
are going to flock to that one which will then lead to more guys flocking to that one also uh
and then it will become shit and then they will go somewhere else but it's just going to be this
constant like cyclical action yeah like there used to be some notion that like like that on the part of everyone
that tinder was like free sex it's like oh you just like just like anyone can go on tinder and
get free sex or something like that like that is like hilarious now like that's actually like a
punch line almost in and of itself that like someone could think that. Yeah. See, this is how I know I'm like, uh, like outmoded or too old for this market because
like, I remember Tinder very much as being like comically free sex.
Yeah.
You like early Tinder was actually retarded.
Yeah.
That that's, that's fucking before time shit, man.
Like no one, no one thinks that now.
Yeah.
I, uh, like I, I know like legitimate, like grotesque fat asses getting like door dash
pussy on like early Tinder by like spamming random girls being like, I'm so lonely.
Like the most like beta of all beta game.
And then winding up with some like decent six out of ten just showing up at the dorm room there was one there was this one like fat guy i knew who ran like the most insane loser game i've ever seen in
my life but he like he he brought back more girls from like random dating apps and shit than almost
anyone i knew now there were guys who like did better in person and in real life but like this
guy just spent like when he was like hounding, he would literally just go blow up every fucking matches phone with like this, uh, like, like weird, like emotional blackmail stuff and come over.
And he'd be like, I don't, I don't even want sex.
I just want to, I just want to cuddle.
Like, uh, and then she gets over and he keeps whining.
Like you hear him from like the room
next door you hear him like oh like you're making me so horny like
and then like the girl like leaves the next day with this like defeated expression on her face
and you're just like holy shit he did it again that's like you would like make fun of this guy relentlessly and he'd be like
doesn't matter bro had sex and you're like i don't even like how do you respond
he got what he wanted.
You're making fun of him for winning his own game.
He's like, did you get laid last night, bro?
And I'm like, no, I was trying to fucking go to bed at 11 p.m.
And I heard you, like, whining about your balls to this bitch.
Whining about how you haven't seen your penis in months.
Holy shit. in months holy shit there were so many of these so many of these examples that like uh they actually just teach you like you know when people on the internet will respond like oh like you saying this
just proves that like you've never actually gone outside or something they almost always say it in
the wrong situations because it's like if you've gone outside you've seen just about everything right yeah like you've seen just about everything play out so when you're when you're like
saying oh like this just proves you've never had a girlfriend or something it's like no actually
like what you saying this proves that you've only had one girlfriend like yeah and that you actually
think that all girls can be modeled by a combination of your one girlfriend and like, uh, whatever, whatever, like downstream heartiest posts you've read, because actually there is a
very high, like a variability of things that work because even in the most like failing of all meta
strategies, there is some guy that has found a way to make it work. Right. Like it's the same
thing in video games. There's always like the guy that's like, you know what? Like, meta be damned.
Like, I don't like being, I don't like playing the fucking FAMAS, right?
I'm going to play the dog shit.
Yeah.
Like, I'm going to play the dog shit, and I'm going to learn to play the dog shit goddamn better than anyone's ever played the dog shit before.
And that is the fat guy running the loser game and getting laid more than everybody else on the dorm floor by like just whining really hard right like
at that point you hit like a real like dignity curve and like most guys just like don't want to be that guy
they just don't want to just don't want to play that game but that that's the other thing
is like when when you have guys looking at this there were many guys who were sitting there that
were not getting laid that are looking at fat guy's loser game and they're now thinking like
wait like how much do i actually care about dignity like you know because like dignity is
sort of the thing that you use to explain why you're not going to succeed if you think that
the undignified thing also won't work anyway right but like people are rarely faced with a decision
where like the undignified thing they can prove actually does work you know like that's rare
all those people saying like oh i would never resort to doing that to making money it's like
you actually just don't think that thing would make you money also because like if i if i actually
gave you a
button that said like well like you can either abandon your dignity and make like 10 million
dollars by pressing this button or you cannot do that like many of those people would easily
press the button like i've seen it happen right once you prove out to someone that the undignified
thing makes money to them many people just instantaneously switch sides yeah
it's just like a matter of uh to them. Many people just instantaneously switch sides. Yeah.
It's just like a matter of, uh, I get, I guess getting a bugged by reality to the point where you're willing to actually like drop the dignity affectation. Yeah.
Yeah. I mean, there's always some cope for like why you are uh you know it's like saying like oh i'm
not winning now because like the jewish social strategies of like rhetoric and financial
manipulation are so pervasive throughout society that like my specific character build cannot
function right i would only i would i would be like the king of all vikings but now i am homeless
in america uh and it's just almost always never true
like the people who are like good in like a given meta tends to also be pretty good in other metas
like it's rare that you're like a total loser drop i agree with you but i think i chose your
example a little poorly like i think the guy who would be the king of all vikings like tends to
actually be homeless in america like the most homeless guy that i know is also a guy who like i'm certain
would be like an excellent excellent viking berserker like i guess homeless is homeless is
a bad but like uh you know like it's like if you have no friends that's really the one right like
if you have no friends in current meta you'll have no friends in all metas yeah yeah that that's
that it's too it's too general of a skill to uh basically fail for any but anything but like
a fundamental reason yeah i don't know it's a lot of interesting things college was like i really
because i basically got like the cusp of like uh the transitory period from like millennial to gen
z like college experience and so like uh it was just really bizarre watching it all happen. And then like,
I've, I've continued being like active enough on like university campuses, talking to like old
professors or stuff like that, or just visiting when I go back. And like, I always just ask the
students what's going on. Right. So I've been like focus grouping random college students for years
and years at this point. And, uh, things are just so genuinely kooky now when you ask them stuff like,
uh, I mean, we've talked before about how like dating no longer exists in the capacity that
like millennials had it. Like you have like a girlfriend in some sense, but it's not like,
uh, it's not like this person that you include at like, uh, you know, like root access in your life. It's like
this person that you see maybe once every week or two and have some form of date and a sex.
And then otherwise you don't like, it's like, you know, like, it's not this like, oh, like I
introduced them to my parents and like, like they don't know each other's friends. I like the
friends. It's like maybe they're dating air quotes for like six
months like off and on and the friends have like heard their name and seen their instagram but it's
like uh the instagram is a thing that's shown they don't like meet each other you're saying this is
how it is now or this was like the prior millennial model no no this is how it was now like before it
would be like this is my college boyfriend like mom like i want to here it is and like uh then when like facebook started
getting to be a bigger thing it got like a little uh like that tied things together a lot more there
was a period where like people would always do these secret college relationships where like
they wouldn't broadcast anyone that they were doing this because they were just cheating like
mad that changed with facebook because of like the relationship statuses and stuff like that
yeah uh where people were like, well,
if you're not cheating on me, then why does your thing say you're not in a relationship? Uh, and,
uh, cause it was just like rampant cheating. It was like, I think the first like year of college,
like every single time I wound up like, uh, going back with like a random girl,
it was like, there was like a solid streak of like six in a row where
I wind up finding out after the fact that they just had secret boyfriends. Uh, and like, that
was probably like my most misogynistic period, like of all time still, like I have yet to reach
those peaks. Uh, even though we're like, we're approaching them, but, uh, it just kept happening
over and over and over again. And you get into the argument too about
like whether guys or girls cheat more also. And like, it just seems retarded because it's
unmeasurable. Yeah. Because like girl cheating can actually just be like totally like invisible.
Guy cheating is usually like much more visible because guys just brag about having sex with
everyone.
Yeah.
Women don't talk about it.
Like they just don't talk about it.
I mean, this is the same thing.
Like, like, like my, like my characteristic, like moral, my characteristic, like sexual
moral excess framework, right?
It's like, what do like, like, what kind of like things do women do that
are like bad or like kind of characteristically
female versus like the converse, right?
It's like, it's very easy to point
out like the bad things that men do, right?
Like we have a lot of like a lot of like
well understood laws and norms
designed to like defeat them, right?
It's like, this is like violence and like rape and shit
like that, right? So like,
but like women don't really like commit a lot of murder.
They don't really like do a lot of rape necessarily.
So like, are they just like better than us?
Are they just like better people?
Is that like, is that, is that the lesson to learn from that?
Like surely not.
Like that, it definitely is not right.
So like what you, what that should clue you into is that like the things that women do, um, that like, are,
that are like their forms of like, uh, of moral excess are more understated. They're more subtle
there. They might in fact be more common, right? They're, they're less identifiable.
Um, I think this is proven out very, uh, very easily by how exactly we talk about like,
I mean, even, even within this conversation, it's like, it's like talking
about, uh, talking about like why a given thing that a given girl does is wrong or,
or is bad or something like that.
Right.
Like imagine trying to explain, um, like to like a typical soy Jack or something, why
exactly like a girl, like hanging out with a guy that she's not like fucking necessarily but
is like a little bit too close with when she has a boyfriend why this is like a very like underhanded
and like and like bad thing of her to do right um he's just not gonna get it like he like he has
but he has both personal and social bro you can't you can't handle your girl having friends exactly
exactly bro yeah because when he says that then all of a sudden he's not the insecure one.
He's cooler than you.
Therefore, all right.
Like, that's what that means, right?
That's what he thinks.
But he's also the one trying to hang out with a girl.
Exactly.
Yeah, that's another angle of it.
It's almost always like the weird like beta ankle biter guys that are like specifically doing this to like your girlfriend.
like beta ankle biter guys that are like specifically doing this to like your girlfriend
there was an annoying period in there from like average age of girlfriend being like 18 to 22
where like the girls would like side with these sort of weird betas but now after a certain age
they're all like no he's obviously doing the thing yeah because he's pretty clearly doing the thing
at the time um they probably liked it too much.
This is the fundamental reason why this happens is because girls are commodities, basically.
Everyone understands this.
Every guy acts like they are because it's not necessarily a joke.
This is one reason why I hate the whole objectification.
You're objectifying.
It's like objectification isn't actually like a value judgment.
It's a mo it's it's an operative strategy.
Basically, it is it is it is a corollary of like a particular way of like navigating life to like get something that you want.
Right.
And turns out that like either there's there's multiple ways to benefit from this on both sides of the equation.
out that like either there's there's multiple ways to benefit from this on both sides of the
equation women when they're like this is this is just like really like typical like red pill like
like uh 101 ship it's like women when they're younger they both have like a they have like
like like partially like a lower estimation of themselves such that like they're willing to like
kind of you can say compromise themselves for the sake of like easy validation everything even from losers um but also in the sense that just like they can right so they will
um and like but at some but the the corollary of that is that at some point they'll uh they'll hit
the wall and then they can't so then they're more willing to uh they're more willing to lionize their
kind of degree of the kind of a degree of alienation they have as a result from just not getting as much attention from hitting from hitting the
wall as they used to. So they now cast like all the guys that they would otherwise give a time
of day as losers. Right. So like all this. So they're reclaiming some of their dignity in that
way. Hmm. It's like, oh, when I was younger, I would have given this guy the time of day it's like okay we'll
question oh yeah like I've grown and my self-worth is now such that I am too much of a gig of Stacey
to be doing this or something yeah exactly but the actual reason why is because no one interested in
them in that way anymore so they now have to have a they now have to have some kind of affectation to like yeah the narrative
for why uh it's like the surveys about like uh you ask guys like uh why are you not married or
something and they say like well presumably it's because i like am too ugly and like don't make
enough money or something and you ask the girls and they say it's because i haven't met anyone
who i love yeah presumably it's because i'm ugly it is really truly rare that you meet like uh i mean and you don't really think about how absurd
this is but like if i think about my guy friends like uh who are single like uh they're never like
doing the thing where they're like i am such a catch like it doesn't make any sense like
but there's there's actually like a lot of girls that i know that a catch like it doesn't make any sense like but there's there's actually
like a lot of girls that i know that are even like fairly like well adjusted otherwise that will say
this without realizing how like absurd it sounds like and these are like the same type of people
that say like all the incels are so entitled right and it's like you're sitting here uh explaining
why you're like such a giga catch or whatever and you're like single also like uh you know like such a giga catch or whatever. And you're like single also like, uh, you
know, like the market has debunked your thesis.
Like the free market knows all, I don't know.
Uh, there are, there are certain delusions that are just like, you know, it's much more
easy to attack a guy for having a delusion because if you find like a delusional guy
above age 25, it does like elicit like a disgust response in you because if you find like a delusional guy above age 25 it does like
elicit like a disgust response in you like you are like dude like you gotta you gotta fucking
grow up man like you gotta snap out of this shit uh you're you're not like a child uh but then when
you find like a delusional girl guys frequently still just want to have sex with the delusional
girl and it's it's extremely rare that the best way for a guy to have sex with the girl is to like crush her delusions, right?
Yeah. Extremely, extremely rare. Uh, so now there's like a little bit of a misalignment
of incentives here. Cause like the guy is actually like incentivized to play into whatever delusions
she has like, Oh my God, your nose job looks so great like wow like
no wow like the filler looks awesome babe like uh and so you just have this like fucked up spiral
of uh guys who otherwise think like if all guys are not confident enough that they can have like
sex with women being honest they become dishonest yeah like they just become fundamentally
dishonest and they start answering all of these void questions with just like absolute bullshit
that they think will like get them late or maybe it's not even because they're trying to get late
maybe it's just because it's mean like maybe it's like well the girl already got the plastic surgery
what point is there to me saying your plastic surgery looks fucked up and it makes you uglier like i might as well help her cope right uh so there's there's a very there's a
very low level of understanding from i think do your good deed for the day and gas up a busted
hole yeah like i think there's a very bad understanding of like when what you're doing
and the thing that you're asking people is like an
invalid survey question because you're effectively like in order for someone to give you their true
answer they have to be willing to be honest with you and like do you know anyone in your life
actually willing to do that like it's actually fairly rare that the average person has like
more than five people who will give them honest answers about anything yeah
like I would say probably more than three like even parents will not do this anymore like I
have seen fathers lie to their daughters about like how their plastic surgery or specifically
lip filler looks because they're worried about like getting cut out of the family or something
like that so like I think I think women don't realize that they're worried about like getting cut out of the family or something like that so like
i think i think women don't realize that they're like accidentally sort of holding a gun pointed
at the world uh while asking all these questions it's like do i look pretty like
i've been feeling really down lately do you like my filler like i hate myself by the way, I've been feeling really down lately. Do you like my filler? I hate myself, by the way.
By the way.
I hate myself, by the way.
Now you're like, I don't know, man.
This isn't the optimal conditioning wherein I should.
Oh, fuck.
I'm realizing.
Okay, we have a team meeting in one minute. So I'm just going to like hard shut this down. It's been awesome. Uh,
I love you all. I will see you tomorrow. Take care. Uh, all hail, uh, all hail in cell King.
