Published 5 Sept 2026, 17:24 UTC · fetched 3 Nov 2026, 13:36 UTC
Luke Gromen
@LukeGromen
In reply to · 5 Sept 2026, 17:17 UTC · context given to the AI
@LawrenceLepard @LukeGromen This private credit / re-insurance ponzi is the next AIG. Houston, we have a balance sheet problem. On every level.@dotkrueger @LawrenceLepard Yes And unless they preemptively print, 1st first step whenever it bursts is EVERYTHING other than USD (& maybe gold...maybe) falls to levels so low most cannot comprehend...including BTC. IE - owning BTC today is a bet this Ponzi never busts or that they preemptively print.View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 79741.18 / 80064.71 − 1 = -0.4%d × r = +0.4% (neutral only if the price is unchanged) → correctOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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