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Degens Deteriorating
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MAJOR BREAKING: US Appeals Court gives Trump the GREEN LIGHT to send the National Guard into Portland, Oregon to quell anti-ICE riots outside the federal facility

LET’S GO!

SEND IN THE TROOPS, 47!

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Gold is casually up another +$170/oz today without any material news at all.

Gold can see the future.

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More investors are betting on a 50 basis point Fed cut this year:

Open interest for Secured Overnight Financing Rate (SOFR) call options, which trade on Fed interest rates falling to 3.50% by year-end, jumped to 926,000 contracts, the highest on record.

This suggests the market is pricing in a 75 bps of cuts from the current 4.25%.

Open interest for SOFR call options on this bet has TRIPLED since July.

In other words, investors increasingly expect at least one 50 bps rate cut at either the October or December Fed meeting.

Is the Fed set to cut rates more aggressively?

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ZION CRE office portfolio: $1.7BN, 13% of total CRE exposure (24% UT, 19% WA, 18% CA, 15% AZ, 10% TX)

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Trans β€œpees” into glasses with wine?

What the f**k is that? Kids are there too … are they fully insane now?

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Israeli Harvard professor Avi Loeb is warning everyone to take their vacations before October 29th, saying the approach of the Manhattan-sized interstellar object 3I/ATLAS β€œcould change everything.”

Loeb still believes 3I/ATLAS could be an alien spacecraft and claims NASA isn’t telling the full truth about it.

Experts insist the object is nothing more than an interstellar comet.

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NEW: SOLANA CO-FOUNDER rajgokal ASKS sandeepnailwal "CAN YOU IMAGINE IF WE TEAMED UP" - AFTER THE POLYGON FOUNDATION CEO REVEALED THAT HE STARTED QUESTIONING HIS LOYALTY TOWARD ETHEREUM

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Vibe coders all switching from Claude Code to OpenAI Codex

GPT-5-high just dominates everything else out there rn

Huge leap in AI

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Many such cases, GPT-5 dominating

Took OpenAI long af, YEARS of nothing decent after GPT-4

But GPT-5 is indeed a massive leap

Realization slowly hitting

Huge AI wave inbound

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Gold is doing what Bitcoin will do next

You can clearly see a Euphoria in chart of gold while BTC is just consolidating.

Historically, gold tops and then bitcoin starts its parabolic run like we saw in 2017-2021.

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Media is too big
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BREAKING: Europol just shut down 49 million fake accounts created through a SIM farm-for-hire platform for global fraud

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Media is too big
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Anti ICE riots funded by a man who β€œActually shares an office in Shanghai with a propaganda firm of the Chinese Communist Party”

β€œHe identifies as a communist”

Liz Wheeler β€œWe traced the organizers of those anti-ice riots. We traced who organized this β€” Singham uses his wealth to fund violence in the United States, channeling his money through a complex network of shell organizations, including NGOs and political activism groups

β€œWe traced the organizers of those anti-ICE riots, investigating who orchestrated them, how they came to be, who’s paying for them, and who the people behind them are. We specifically looked into where they’re getting the money, and our investigation led us to Roy Singham.

Neville Roy Singham is an American citizen and a tech entrepreneur, often referred to as a tech billionaire because he sold his tech company, ThoughtWorks, for three-quarters of a billion dollars. After selling his company, he moved to Shanghai, China, where he currently resides, with permission from the Chinese Communist Party (CCP), because he identifies as a communist.”

β€œHe has openly admitted to being a communist and even shares an office in Shanghai with a CCP propaganda firm. Singham has been seen at propaganda conferences in China, writing in a red notebook adorned with a hammer and sickle, and he has publicly praised the Chinese Communists”

β€œSingham uses his wealth to fund violence in the United States, channeling his money through a complex network of shell organizations, including NGOs and political activism groups.

This tangled web of funding is deliberately vague and confusing, but the result is clear: his money supports violent riots like those we’ve seen in the U.S. He is an operative of the CCP, though he claims he’s not paid by them.

However, his ability to live and operate a business in China, coupled with his echoing of CCP talking points, raises questions. He is actively engaged in what the CCP has described as their primary tactic for undermining America as the world’s dominant superpower: funding domestic unrest and violence.

As an American citizen, Singham is used as a patsy by the CCP, who can claim he’s simply spending his money as he sees fit. This is precisely what Roy Singham does”

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2025 year-to-date returns

Gold: 65%

Bitcoin: 18%

Nasdaq: 17%

SPX: 12%

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