• 🧡Bitcoin news🧡
• 💸Traditional Finance / Macro:
• 🏦Banks:
• 🌎Macro/Geopolitics:
• 🎁If you have made it this far, I would like to give you a little gift:

+[]## 🧠Quote(s) of the week:

‘Bitcoin is the first truly neutral global monetary base layer, much like the internet is for information. It’s a protocol for unbiased value transfer, free from central manipulation. In a world of fiat noise, Bitcoin is the signal. Choose your foundation wisely.’ - Jeff Booth

§🧡Bitcoin news🧡

Photos hosted by Azzamo ( https://azzamo.net/)

On the 31st of March:

➡️The median home price has tripled since 1980, after adjusting for Inflation. Wages over the same period are up 18%. That one gap explains more about the economy than any jobs report or GDP number ever will. Housing didn’t become unaffordable because people got lazier. It became unaffordable because asset prices outpaced wages by a factor that compounds every single year. In 1980, the median home cost 3.9 times the median household income. Today it costs 5 times. A 20% down payment went from $12,740 to over $83,000. The paycheck that’s supposed to cover it barely kept pace in real terms over 44 years. This is what currency debasement looks like up close. The dollar has lost over 70% of its purchasing power since 1980. That doesn’t show up on a grocery receipt all at once. It shows up over decades in the growing distance between what people earn and what things cost. The generation that bought homes at 3.9x income is telling the generation facing 5x income to work harder. The math doesn’t back that up. - TFTC Got Bitcoin?

https://cdn.azzamo.media/698daa85f3331f2ba1acf22ee47cf0277ede4ad8bb7f9ae65dca5820cabc5d19

➡️Here we go again. Dutch Inflation rose to 2.7% in March, according to a flash estimate by Statistics Netherlands. One notable detail: energy prices jumped by 6% — yet this received little attention in the headline narrative. Based on recent trends, the risk of further increases remains real. → Average savings rate in the Netherlands: below 1.30%, according to De Nederlandsche Bank → Inflation: 2.7% and potentially rising → The result: your purchasing power is eroding faster than you think In a world of ultra-low savings rates and rising Inflation, saving is no longer rewarded. And bonds — even for pensions — aren’t much better. - Jeroen Blokland

➡️Google estimates that breaking Bitcoin’s cryptography could require fewer than 500K physical qubits and only 1.2K–1.45K high-quality logical qubits, far below previous estimates in the millions. Taproot may increase the number of vulnerable wallets, as it exposes pub keys.’ - Bitcoin News

Now hold your horses:

TFTC with a great explanation on the matter.

“A quantum computer just “broke” Bitcoin. Except it didn’t. Not even close. Google Quantum AI published a paper showing that they’ve reduced the theoretical ECDSA attack to 1,200 logical qubits. They didn’t publish the circuits. They didn’t run the attack. They published a zero-knowledge proof that their math works, then cited national security.

Here’s where we actually are. Entangled logical qubits achieved so far: 96 Coherence time: 1-2 seconds Time the attack requires: days Physical qubits needed: 500,000 Largest quantum computer today: 1,200 noisy, non-error-corrected qubits

That’s a 100,000x coherence gap. It’s not a software problem. It’s a fundamental engineering problem that nobody has solved. But here’s what most people miss. Bitcoin developers aren’t waiting for a crisis. They’re already shipping. SHRIMPS: post-quantum signatures 3x smaller than NIST standards, built for Bitcoin’s block space constraints.

BIP-360: a quantum-resistant output type already live on testnet, with BTQ Technologies running transactions through it. The full upgrade could take 7 years. That’s why the work started now. The protocol will be ready before the computers are.“

Satoshi Nakamoto in 2010 on quantum computers: “If it happens gradually, we can still transition to something stronger.”

➡️A co-author on Google’s quantum paper calls himself a “Bitcoin security researcher.” He actually works for the Ethereum Foundation. Then, at the end of his own thread about breaking Bitcoin’s cryptography, he casually drops that “Bitcoin PoW is cooked.” Totally unbiased research.

➡️’You can’t make this up. Germany is debasing its silver coins by 46% because they’re getting too expensive. Germany is reducing the silver content of its 35- and 50-euro collector coins, citing volatile precious metal prices and efforts to curb speculation, the finance ministry said. The 35-euro coin will contain 46% less silver, weigh 17g (down from 18g), and have more copper added. Officials say the move is aimed at preventing coins from tracking metal prices or becoming too costly to issue.’ - Bitcoin News

These are collector coins, not everyday circulating euros. But the principle is the same one that’s played out across monetary history. When the intrinsic value of the metal inside a coin rises above what the state wants to pay, the state dilutes the metal. Rome ran this playbook for over 200 years. Nero started cutting the silver content of the denarius around 60 AD, from near-pure down to 90%, then 50%, eventually near zero by the third century. The context was different. The pattern isn’t. Silver is surging because of real demand: industrial use, safe-haven buying, and a global flight to hard assets amid war and Inflation. Germany’s response isn’t to acknowledge that reality. It’s to make coins cheaper to produce while keeping the face value the same. You can’t debase 21 million. Got Bitcoin?

➡️Price today: $67,795 4 years ago: $45,522 8 years ago: $6,943 12 years ago: $444 The Spiral Chart:

https://cdn.azzamo.media/56af458f6b4dd6d6457d086a69460834f43ca4f1ffba583b5a87767bf5b0a96d

➡️Michael Saylor’s Strategy is now estimated to have bought over 2,174 BTC today via STRC, 4.8x the daily Bitcoin mining output.

➡️Lukas Ekwueme: ‘M2 money supply of G7 countries. This war will lead to more money spent on printing, not less. Don’t sell your Bitcoin or Gold.’

https://cdn.azzamo.media/5f470b54ce33469a6ea4831325de692d35904e294031bad077e0d4a14ef44334

On the 1st of April:

➡️Bitcoin has closed its first green month after 5 months of red.

➡️’The Bitcoin Policy Institute just published a paper arguing that Taiwan should hold bitcoin as a strategic reserve asset, specifically as insurance against a Chinese naval blockade. The argument is straightforward. Taiwan holds $577 billion in foreign reserves, almost entirely in US Treasuries and dollar-denominated assets. If China blocks or invades, those reserves become inaccessible. SWIFT transfers get frozen. Gold sitting in foreign vaults can’t be repatriated. Traditional reserves fail precisely when they’re needed most. Bitcoin doesn’t have this problem. It can be held in self-custody, transmitted via satellite, transferred across borders without permission from any bank or government, and converted to value anywhere there’s an internet connection, or even without one through mesh networks and radio. The paper draws on real precedents. Ukraine’s central bank received $100 million in bitcoin donations within days of Russia’s invasion, faster than through any traditional aid channel. The National Bank of Ukraine processed $35 million in bitcoin conversions during the first months of the war. Meanwhile, Russia demonstrated the flip side: when SWIFT was weaponized against it, countries with no alternative settlement infrastructure had no options. Taiwan’s situation is arguably more extreme. The island imports 98% of its energy and the majority of its food. A blockade wouldn’t just freeze financial assets; it would threaten physical survival. The authors argue that even a modest bitcoin allocation, 5% of reserves (~\(29 billion), would give Taiwan a censorship-resistant financial lifeline that no blockade can sever. The paper also notes that Taiwan's semiconductor dominance gives it massive leverage; TSMC produces over 90% of the world's most advanced chips. But that leverage is meaningless if the country can't access its own money during a crisis. This isn't hypothetical anymore. The Strait of Hormuz is currently under selective Iranian control. SWIFT has been weaponized against Russia. Traditional reserves have proven vulnerable to the very scenarios bitcoin was designed to address. Taiwan may be the clearest case study yet for why nation-states need a sovereign asset that doesn't depend on anyone else's permission to use.' Source: https://www.btcpolicy.org/articles/geopolitical-economic-and-trade-benefits-of-establishing-a-bitcoin-reserve-for-taiwan ➡️Manufacturing PMI came in at 52.7%. PMI shows the US business cycle. Above 50 = expansion, Below 50 = contraction. Every major Bitcoin bull market aligned with PMI turning up, not a “4-year cycle.” ➡️Data tells us this was the most obvious bear market bottom in Bitcoin history: https://cdn.azzamo.media/ba31660ae8f62f5cbc23296b763fe9665fe597fd9039f493b25bcc156860a4f1 ➡️'BlackRock just amended its S-1 for the iShares Bitcoin Premium Income ETF (\)BITA). Here’s how it works: The fund holds Bitcoin exposure through IBIT, BlackRock’s spot Bitcoin ETF, then systematically sells call options on top of that position to collect premium income, which gets distributed to investors. You get BTC exposure + a yield check. However, you cap your upside in a rip. In a flat or slow-grind market, you collect income. In a vertical move, you leave gains on the table. It’s a covered call strategy, which is common in equity ETFs, now being applied to Bitcoin by the world’s largest asset manager. IBIT already holds $70B in BTC, and $BITA is their next layer. No fee or launch date announced yet, but Bloomberg’s Eric Balchunas puts the fee over/under at 38bps.’ - Bitcoin News

➡️BITCOIN-BACKED MUNICIPAL BONDS ARE HERE New Hampshire is moving forward with a first-of-its-kind $100M Bitcoin-backed municipal bond, using over-collateralized BTC instead of taxpayer backing to fund economic development. The bonds, issued by the state’s Business Finance Authority, are structured as taxable conduit revenue bonds tied to a private borrower rather than public funds. Repayment comes from the borrower or, if needed, liquidation of Bitcoin collateral held in segregated cold storage by BitGo. The borrower must post BTC worth 160% of the bond value, with a mandatory liquidation trigger at 140% loan-to-value to protect investors.

One tranche may also offer upside exposure if Bitcoin appreciates. Moody’s assigned a provisional Ba2 rating, citing volatility risk but acknowledging strong collateral safeguards. If finalized, the deal would mark a major step in integrating Bitcoin into regulated municipal finance, positioning it as usable collateral inside traditional capital markets while attracting Bitcoin businesses to the state.’ - Bitcoin News

➡️The Journal of Risk and Financial Management just published a Bitcoin price model. $1M by early 2027. $5M by 2031. Peer reviewed. Not an influencer. Not a VC. An academic journal. - Simply Bitcoin

➡️Those who think PMI is irrelevant to what Bitcoin will do next… I remind you: what the PMI looks like overlaid with Bitcoin’s power trend. - Sminston With

https://cdn.azzamo.media/ad36336266dbdaae6ea836c822a44f57c04738c540c2d7961f8f11b5795c0dc0

➡️It’s actually not that complicated.

1. Printing money is easy and fixes things short-term. So governments always do it. Left or Right.
2. The printed money grows faster than the economy, so it ends up in hard assets.
3. Until Bitcoin, that meant houses, stocks, and gold. But these are not easily movable. You can’t zip some Apple shares to your cousin in Mexico. Or your condo in NYC. Or your 3 gold bars.
4. Bitcoin is actually the perfect product-market fit for the money printing problem. And it’s working. Perfect Power Law. 1,000,000x since Oct 2010. 5. The power law comes with 80% vol. That means big corrections. But massive returns if you HODL.
5. All other crypto can’t compete and are peddling false narratives (“greener”, “world computer”, “more quantum safe”). Ignore. - Fred Krueger

On the 2nd of April:

➡️In Q1 2026, Metaplanet acquired 5,075 BTC, bringing its total holdings to 40,177 BTC, accumulated for $4.18 billion. This puts it ahead of MARA, which recently sold 15,133 BTC and now holds 38,689 BTC. Metaplanet now ranks just behind Jack Mallers’ XXI, which holds 43,514 BTC. - Bitcoin News

➡️Exactly 13 years ago, the Bitcoin price dropped 60% in a single day. They called it “The Great Crash of 2013.” Everyone who HODL’ed is up 70,000%. - Bitcoin Teddy

➡️Morgan Stanley Bitcoin ETF launch is imminent. They manage about $9.3 trillion in client assets.

➡️Lyn Alden explains to CNBC why this market is unlike anything we’ve been used to between 1980 and 2020. We have fiscal dominance, endless dominance, and real performance is lagging. Most market participants aren’t ready for the new paradigm. Video: https://x.com/BitcoinNewsCom/status/2039723035314257930

Lyn Alden argues that we are moving into a very different macro environment than the one during the 1980–2020 period. In her view, that earlier era was defined by central banks leading the cycle through interest rate policy, falling Inflation, globalization, and steadily declining debt costs. She suggests that this framework is breaking down and being replaced by something more fiscally driven. The key idea is “fiscal dominance”: government spending and deficits increasingly shape economic conditions, while central banks have less effective control over Inflation and growth dynamics than before. In this environment, liquidity support tends to reappear more quickly when markets weaken, reinforcing what she describes as an “endless liquidity” backdrop. This doesn’t mean unlimited money printing, but rather a recurring pattern of intervention to stabilize debt-heavy systems. A related consequence is that asset prices can remain supported, while “real” returns (adjusted for Inflation) may be weaker than they appear on the surface. In other words, markets can rise nominally without necessarily translating into broad gains in purchasing power. Her broader point is that many investors are still positioned for the old regime—where interest rates and monetary policy alone drive cycles—while the interaction between fiscal expansion, high debt levels, and policy constraints increasingly shapes the current system. Whether this truly represents a lasting “new paradigm” is still debated, but it’s a framework gaining attention as post-2008/2010 macro conditions continue to evolve.

➡️Pierre Wunsch, Governor of the National Bank of Belgium, delivered a stark warning: Belgium no longer has the financial capacity to cushion another energy shock. After deploying massive support during the 2022 crisis, fiscal space is now exhausted. Rising deficits, higher costs, and fragile public finances leave “very limited room for maneuver.” Wunsch made clear that broad, government-funded relief is no longer viable. Future support would require difficult tradeoffs, including cutting business tax breaks rather than increasing taxes on individuals. The warning comes as geopolitical tensions rise, particularly around Iran and the broader Middle East. Wunsch cautioned that a prolonged conflict could slow global growth and push Belgium into a technical recession. “If the war continues… it would only be a matter of time before the markets react,” he told lawmakers. The fiscal outlook is already strained. Belgium must find at least €5B to balance its 2026 budget, with Prime Minister Bart De Wever rejecting further large-scale aid after previous “helicopter money” policies.’ - Bitcoin News

Got Bitcoin?

➡️’Bitcoin’s floor is not static. It climbs with time. BTC: $66.9K Calc. Floor: $65.9K Just 1.5% above it. So even when the price looks flat, the base keeps rising.- David Eng

On the 3rd of April:

➡️Kentucky removes anti-self-custody provisions from the Blockchain Digital Asset Act before final approval. The Bill Protects Bitcoin self-custody rights.

➡️Adam Back: “Blockstream has a 20-person applied cryptography/security team working on the quantum issue basically full-time, you can see that from the pace of R&D output, implementations, BIPs. It’s just insulting and FALSE to say bitcoin protocol researchers are “not doing anything.”

➡️Riot Platforms discloses selling 3,778 Bitcoin in Q1.

➡️Daniel Batten: “Access to infinite money printing => ability to start stupid wars, financed on credit => oil prices hike => poor people most affected. Bitcoin breaks this ridiculous cycle at the root. It’s not just freedom-tech, it is social-justice tech.”

➡️Bitcoin News: “44% of Bitcoin’s circulating supply is now held at a loss.”

➡️Every year, critics say Bitcoin’s power law will break. Every year, the R² climbs higher. This chart shows what 15 years of cumulative data looks like when a system is governed by physics rather than sentiment. → The fit quality never declines. Not once. → The exponent β converges from ±0.43 to ±0.030 → Bull runs, crashes, bans, ETFs - none of it shifts the attractor. The confidence interval shrinks exactly as it would for a physical constant being measured with increasing precision. Bitcoin’s price exponent is a measurement. - Adam Livingston

https://cdn.azzamo.media/19bb7e2e8a74c392a7349ddbad31d04d5168c89fff8861b3c85173c4e951fd61

➡️Riot Platforms transfers 500 BTC ($34.13M) to an unknown wallet.

➡️I am just going to leave this here:

https://cdn.azzamo.media/8811a0635b0f46d42e1f35b2435f98dd036caf36ce1208cbbb433ea93495b677

➡️BlackRock’s spot Bitcoin ETF has surged to $52 billion in assets under management, holding approximately 782,000 BTC and posting daily trading volumes of 57–75 million shares. - Bitcoin News

On the 6th of April:

➡️Rwanda’s Central Bank says its citizens should avoid using “crypto-assets” because of “serious financial risks and no recourse in case of loss.” Meanwhile, their fiat currency is down 60% since 2010.

➡️Michael Saylor’s Strategy announces it purchased 4,871 BTC for $329.9 million

➡️US M2 money supply hits a new all-time high of $22.7 trillion. M2 has tripled since 2008, while the dollar has lost roughly 38% of its purchasing power over the same period. It took 12 months to add another $800 billion to the pile. The line only goes in one direction.

Got Bitcoin?

On the 7th of April:

➡️This bottom will be studied in universities - Quinten

https://cdn.azzamo.media/ba31660ae8f62f5cbc23296b763fe9665fe597fd9039f493b25bcc156860a4f1

➡️The Global Hashrace: The United States holds first place in global hashrate, with a 37.4% share (~375 EH/s).
Russia ranks second at 16.9%, followed by China at 12% after compliance actions in Xinjiang took ~13% of its capacity offline in December 2025.

Kyrgyzstan posted 300% YoY and 167% QoQ growth after Parliament approved transparent mining regulations in mid-2025. Paraguay rose 54% YoY to 4.3% of global hashrate, while Laos and Finland each posted 100% YoY growth thanks to cheap hydroelectric power and a favorable climate, respectively.

https://cdn.azzamo.media/54a04f4648446c402c18791fdf1c678566ce17ba9c7b3aae9db1d9f35fd37f50

➡️4-week RSI on Bitcoin has marked the exact bottom the last three times. Up only from here?

➡️Boomers needed 306 hours of minimum wage work to pay for college. Millennials needed 4,459. Gen Z needs 6,200. The game is rigged. - Bitcoin Teddy Got Bitcoin?

Okay, one more stat; A 30% loss in US dollar purchasing power since January 2020. This is wreckage.

https://cdn.azzamo.media/54a04f4648446c402c18791fdf1c678566ce17ba9c7b3aae9db1d9f35fd37f50

To add more fuel to the fire. With debt high and borrowing costs rising, governments can no longer defer hard fiscal choices. Trust is now essential to reconciling competing priorities, Era Dabla‑Norris and Rodrigo Valdes write in F&D magazine. - IMF

Source: https://www.imf.org/en/publications/fandd/issues/2026/03/high-debt-hard-choices-era-dabla-norris

➡️Bitcoin Archive: Capital is rotating out of gold and back into Bitcoin. Gold ETP flows are turning negative, while Bitcoin flows are recovering. Rotation has started.

➡️ Strategy records $14.46B in UNREALIZED losses on its Bitcoin holdings in Q1 2026. - Bitcoin News

➡️Morgan Stanley’s spot Bitcoin ETF is expected to begin trading as early as tomorrow. Why is this so important?

• 16,000 financial advisors can now recommend Bitcoin
• $7.4T in assets
• The first spot Bitcoin ETF issued directly by a major U.S. bank
• Lowest fee at 0.14%

➡️Charles Schwab says a 1–3% allocation to Bitcoin or Ethereum can reshape portfolio risk. Suggests up to 8.8% Bitcoin allocation in aggressive portfolios at 15% return assumption.

➡️2025 is in the rear view - but the “Retire on Bitcoin” numbers have barely changed. My retirement guide estimates, with a $100k/yr living cost (2026 dollars)… 3.5 - 4.5 BTC will be needed to retire by 2030 for many people. Just pick your age and retirement year. - Sminston With

https://cdn.azzamo.media/f3684c348f9431eb281745daf069295fa37e644df6f4374980da110b3b5ac484

Jeff Swanson: Bitcoin woke me up: Don’t trust what you don’t control. School programs your ceiling. The media programs your enemies. The Fed programs your savings to disappear. Most people never notice. The water’s always been warm. But one thing can’t be faked, printed, or debased while you hold it. 21 million. No board of governors. No bailouts. No exceptions. Bitcoin.

§💸Traditional Finance / Macro:

On the 1st of April:

👉🏽Three of Wall Street’s biggest research desks just published their Q2 outlooks. They’re all saying the same thing from different angles.

Bank of America revised PCE Inflation sharply higher, projecting headline near 4% this quarter. The driver is energy. The Strait of Hormuz flows collapsed from 20 million barrels per day to under 2 million. Their baseline assumes the conflict ends in 2 to 4 weeks, with Brent averaging $92.50 for the year. If it doesn’t, they’re modeling a 4-5% forced contraction in global energy demand.

Rabobank tells the same story from the growth side. U.S. Inflation peaked at 3.3% in April and had fallen to 2.8% by 2027. GDP cut to 1.8% for both years. WTI at $98 in Q2. They’re not describing stagflation as a tail risk. It’s their base case.

Societe Generale is flagging what nobody wants to talk about: private credit. PIK loans are rising, masking borrower distress. The biggest users are software and services firms, the same companies whose business models are most threatened by AI. Meanwhile, hyperscaler capex from Microsoft, Amazon, and Meta is drawing scrutiny over whether AI spending returns will ever materialize.

Three banks. Three sectors. Same direction. Inflation reaccelerating, growth stalling, and the credit market hiding more risk than it’s showing.’ -TFTC

👉🏽Oracle laid off 20,000-30,000 employees this morning with a single 6 am email.

§🏦Banks:

👉🏽No news

§🌎Macro/Geopolitics:

Everyone thinks it is all about Iran, it never was, and it never will be…it’s all about the Geopolitical Benjamin’s. The latest Economist cover says it all…

https://cdn.azzamo.media/08598b3c63492b7817c590242d7b4b690441dda15a1d9d93c191df1b2d2b9c0d

On the 30th of March:

👉🏽The UK Government BLOCKED a ban on Cousin Marriage. Yes, you read that correctly, Prime Minister Keir Starmer got up in Parliament and defended INCEST. Why is this even up for debate? It’s up for debate because Starmer thinks the people marrying their cousins will keep him in power.

The Netherlands: €19 million in extra funding to UNRWA (controversy over alleged links to Hamas). Only 32 out of 150 MPs voted in favor — yet Sjoerd Sjoerdsma (D66) pushes ahead regardless. New elections seem to be getting closer.

👉🏽BOMBSHELL from Japan’s Prime Minister Sanae Takaichi… “Japan will NOT take in illegal migrants. Fake refugees will get sent back, or Japan ceases to be Japan…” While the West commits demographic suicide by importing chaos, Japan just said, ‘Not on our watch’…’ - Liz Churchill

PM Takaichi: Japan wants more babies, not mass immigration to solve the demographic crisis. She also said foreigners who come and ignore Japanese norms and rules aren’t welcome. Every other G7 country went heavy on immigration to solve the same problem.

👉🏽The Netherlands: ‘Well done, APG… In 2025, equities delivered 6.7% returns in euros, and even bonds posted a modest gain. APG: –1.6%. In 2024, equities returned over 20%, and bond returns were again slightly positive—barely above Inflation but still positive. Even a traditional 60/40 portfolio could have delivered 10–15%. APG: 8.9%. And yet, participation is mandatory for millions of Dutch pension savers.’ - Jeroen Blokland

So the obvious question arises: Is there also an incompetence bonus available for the board? Or just a salary increase?

https://cdn.azzamo.media/b7b28f5142a325cd7553e32368df21d56d4bcbf8143f2f0d9413ac3e114bfa15

👉🏽from 576,000 to 355,000 in 17 years for a country of ~60 million people, with a fertility rate at 1.13, the lowest ever recorded since Italy was founded. I do not think people realize how bad things actually are. That’s not a decline, that’s a demographic collapse. Europe’s future looks very bleak. No immigration won’t fix this.

https://cdn.azzamo.media/405b02a52727ff980db82c8b5192d6185b6c14d29e129f0464693e10bb40ce4a

👉🏽In January, I asked, did Trump capture Maduro to choke China’s oil? 3 months later, the answer is becoming clearer. Venezuela is now selling at the full market price (Rubio confirmed). China’s discount is gone. Forever. Iran at war. Kharg Island is threatened. 4.6M bpd to China was disrupted. China’s 2nd discount supplier is gone. Hormuz, China’s main supply route: blocked. Bab el-Mandeb: Houthis threatening China’s alternative route. In January, this was a wild theory. Today, the actual map shows China imports 11.31M bpd. Every discount supplier is going offline. Every single route is threatened. Wild theory? Or the most precise geopolitical chess move in decades? - Jack Prandelli Source / great read: https://themerchantsnews.substack.com/p/if-this-is-a-crisis-why-the-market?r=tf0g2

👉🏽The Netherlands - Energy: German public broadcaster WDR reported that around 70 of the 300 drilled gas wells in Groningen have already been sealed with concrete, leaving roughly 230 potentially still operational. According to German media, this is drawing significant interest in Germany, partly due to binding gas supply agreements between the Netherlands and Germany. At the same time, Germany is also facing tight gas reserves, increasing the strategic relevance of the Groningen gas field. Notably, the Dutch government has not made these contracts public. There is speculation that Dutch gas was sold at relatively low prices in the past. Pieter Omtzigt previously requested access to these agreements but reportedly was not granted full insight. This adds fuel to the ongoing debate: Some argue that Groningen residents should be compensated very generously, while reopening part of domestic gas production could help lower energy costs for households and businesses and improve energy security. The broader dilemma remains clear: energy security, affordability, transparency, and local safety concerns are increasingly colliding in Dutch energy policy.

👉🏽Shabana Mahmood, a British MP of Pakistani origin, is leading the inquiry into the Pakistani grooming gangs.

There is a simple solution, Shabana: deport the Pakistani rapists, deport their family members who failed to report them, and stop allowing migrants from Third World countries to the UK.

👉🏽M2 money supply of G7 countries. This war will lead to more money spent on printing, not less. Don’t sell your Bitcoin or Gold.

https://cdn.azzamo.media/5f470b54ce33469a6ea4831325de692d35904e294031bad077e0d4a14ef44334

👉🏽Germany had it figured out in 1974. Then they changed their minds. This chart is from the German Economics Ministry’s own energy model… 52 years ago. The plan was clear: Nuclear takes over Oil peaks and fades A clean, stable energy future, Germany was on track. Then they shut it all down. Pressured by politics. The last German nuclear plant closed in 2023. Now Germany is begging for cheap, reliable energy. The engineers in 1974 got the future exactly right. In 2023, the politicians chose a different path. And now ordinary Germans are paying the price. One of the most expensive energy mistakes in modern history wasn’t made by accident. It was voted for. - Jack Prandelli

https://cdn.azzamo.media/667d8ba2943106e68aa0012a9820e07a1be5cb797efc325e629e0fbecba07ef5

On the 31st of March:

👉🏽A majority in the House of Representatives has approved my motion to examine whether rental payment history can be taken into account when obtaining a mortgage. This marks a step toward improving access to the housing market for first-time buyers who have already demonstrated their repayment capacity through years of paying rent. In the coming period, the government will further develop this proposal in consultation with financial institutions and regulators.’ - Tom Russcher

Tom Russcher has managed to get it done: the House of Representatives supports his motion to finally grant first-time buyers a mortgage based on their rental history. 127 in favor, 23 against. And who voted against it? Exactly: GroenLinks-PvdA and the SP. The supposedly “social” parties are leaving first-time buyers completely in the cold.

https://cdn.azzamo.media/7057743a93626a35a627d83727ff7756c366dac7e3c52c28fe541a9d3e064a2f

On the 1st of April:

👉🏽German “Green Energy Transition” summarized:

1. Energy prices are four times higher than in France, which will give the final blow to German industry.
2. CO2 emissions per kWh produced are 12 times higher in Germany than in France.
3. Price tag so far: €500B. Congratulations, well done

👉🏽The Netherlands: According to the UWV, the number of government jobs has increased by nearly 100,000 over the past five years — a growth of 18%, roughly twice the average job growth across other sectors. Het Financieele Dagblad reported this. This development highlights the need for a systematic re-evaluation of the role of government, combined with: • restoring the classical rule of law • systematic deregulation • improving efficiency • and a critical assessment of further government expansion Without such a recalibration, the public sector risks growing structurally faster than the economy, with consequences for tax burdens, productivity, and overall governance capacity. Source: Aantal banen bij overheid fors gegroeid

https://cdn.azzamo.media/d9fcee410c00c63bda77fa24f77fcd66150cead469825ba94cd9a7ad869f21e0

👉🏽There will not (for now) be additional millions going to UNRWA. This follows a letter sent yesterday evening to the Tweede Kamer by Minister Sjoerd Sjoerdsma. Parliament will revisit the issue in September, though it remains unclear whether this will be enough to calm the opposition. Sjoerdsma appears to be backtracking, likely because the House previously decided that no funds should be transferred to UNRWA, amid concerns that money could indirectly benefit Hamas. The fact that the D66 minister was reportedly prepared to override a parliamentary decision has intensified criticism — with some arguing that such a move should have consequences, including resignation.

👉🏽The Manufacturing PMI, measuring sentiment among German manufacturers, rose to the highest level since May 2022, or almost four years. A near U-turn in the willingness to focus on things like bureaucracy, competitiveness, energy-security, and defense, and less on climate, to stoke some old-fashioned ’animal spirits. - Jeroen Blokland

👉🏽The UAE is preparing to help the US and other allies open the Strait of Hormuz by force, a move that would make it the first Gulf country to join the Iran War, per WSJ.

Tuki: “Do you understand what the UAE just did? They are preparing to become the first Gulf country to join the Iran War, not because Trump called them, not because of some NATO obligation, or because they believe in the mission. The Strait of Hormuz handles 20% of the world’s entire oil supply every single day. Every barrel the UAE exports passes through it. Every cargo ship. Every tanker. Every dollar Dubai makes from trade flows through that one narrow strip of water. Iran blocked it, and the UAE has been absorbing 2,300+ missile and drone strikes since this war started. Abu Dhabi hit.. Dubai hit.. the city they spent 40 years and trillions of dollars marketing as the world’s safest business hub.. getting bombed.. so they did the math.. > they can stay neutral and watch their economy collapse or they can pick up a gun and reopen their own supply chain this is the same country that built an entire civilization on one idea.. “stay out of everyone’s war and everyone’s money will come to you”.. it worked for 40 years..until the day it didn’t.. Nobody talks about how thin the line is between “neutral haven” and “we have no choice”.

👉🏽Poverty in Argentina Fell to Its Lowest Since 2018 Under Milei. Poverty under the last Peronist government: 57%. More than half the country was poor. Now: 28%. But Milei screams a lot. Public sector jobs since Milei started: -65,528. The chainsaw keeps roaring. - BowTiedMara

👉🏽‘75 nuclear reactors under construction worldwide. China is building 38 of them. The rest of the world combined? 37 The scoreboard:
China — 38 reactors (44.1 GWe) India — 6 Russia — 6 Turkey — 4 Egypt — 4 UK — 2 Notice something? The countries building the most nuclear power are not the ones lecturing about energy transition. They’re the ones who decided energy security was a matter of survival. Every country that didn’t build nuclear power is now scrambling for energy. Every country that did? Sleeping fine. Uranium is the fuel nobody’s talking about yet.’- Jack Prandelli

https://cdn.azzamo.media/524b5ede833e187f0e04fd7dfcd953b996e2284f17293ca6eea6cb32f392b86a

I guess the rest of the world is just procrastinating. The fact that the Netherlands does not appear on this list is a major disgrace.

👉🏽The Netherlands: APG posted a –1.6% return in 2025. Over the past five years, its actively managed portfolio underperformed the benchmark by an average of 3.49% annually. Quite an achievement — managing to produce losses during a period of rising equity markets. Meanwhile, participants in ABP are required to contribute their pension premiums. This raises serious questions about governance and accountability. The core objective should be maximizing returns for participants—not pursuing ideological investment (left-wing) agendas. You either invest for returns or you invest for ideology. But this is not optional capital. This is mandatory pension savings belonging to millions of participants.

That’s what you get when people like Paul Rosenmöller are put in charge. When governance becomes political, investment decisions risk shifting from maximizing returns to pursuing ideology — while participants remain locked in and unable to leave.

Unfortunately, my ABP pension is managed there as well. If I had the option to leave APG, I would do so today — but participants don’t have that choice.

But hey, they still earn big bucks, only not for the participants.

https://cdn.azzamo.media/b7b28f5142a325cd7553e32368df21d56d4bcbf8143f2f0d9413ac3e114bfa15

On the same day!

ABP — the largest pension fund in the Netherlands — has withdrawn from the American tech company Palantir Technologies, as the company provides services to the U.S. immigration agency ICE and the Israeli military. According to reports, ABP still had approximately €825 million invested in Palantir, but that stake has now been fully sold. The pension fund stated that it considers returns, risk, costs, and social criteria in its investment decisions. This decision followed criticism after it became known that Palantir supplies technology used to analyze large volumes of data — such as communications, travel data, and financial transactions — including for ICE’s immigration enforcement. The move fits into a broader trend in which Dutch pension funds increasingly apply ideological/ESG criteria to their investments — a trend that also sparks debate, especially when financial returns lag.

👉🏽Michael A. Arouet: “This is the most important chart for Europe’s future. Given the high debt-to-GDP ratio, energy shock, and deindustrialization, Europe cannot continue to finance lavish welfare, uncontrolled immigration, and the necessary defense capabilities. It’s one or the other. Decision time.”

https://cdn.azzamo.media/33f3c04571bd8f1ba1888c4ea3a79ddb2c58abadeb3a63ac1db1d922dad05471

👉🏽MIT researchers have mathematically proven that ChatGPT’s built-in sycophancy creates a phenomenon they call “delusional spiraling.” You ask it something, and it agrees. You ask again, and it agrees even harder until you end up believing things that are flat-out false, and you can’t tell it’s happening. The model is literally trained on human feedback that rewards agreement. Real-world fallout includes one man who spent 300 hours convinced he invented a world-changing math formula, and a UCSF psychiatrist who hospitalized 12 patients for chatbot-linked psychosis in a single year.

👉🏽Angela Merkel has ADMITTED on CAMERA that she deliberately flooded Germany with third-world migrants to ‘stop the far right’.

Germany’s government just hit rock bottom. A new poll shows only 15% of Germans are satisfied with Merz’s coalition. That means a staggering 85% aren’t buying what Berlin is selling.

The Strategy did not work as intended.

👉🏽The US Treasury just did the largest Treasury buyback in HISTORY. Treasury bought back $15,000,000,000 of its own debt to improve liquidity. Got Bitcoin?

On the 2nd of April:

👉🏽People are out here losing sleep over climate change and the threat of war, but they are completely blind to the biggest danger facing humanity right now. It is the total collapse of birth rates.

It’s hitting record lows and consistently accelerating downward. If we don’t have enough people to sustain the light of consciousness on Earth, we’ll never make it to the stars. Mars will stay empty. Earth will become a graveyard. Population collapse is a choice. We need to stop making it.

https://cdn.azzamo.media/502d46d902f0637755e2222d5c924b67c0253c490dd5300530e63b44672c31ee

The concern isn’t today’s 8.3B global population—it’s the trajectory of fertility rates. They’ve fallen to ~2.25 worldwide (UN data) and are projected below the 2.1 replacement level by the 2040s, with peaks around 10.3B in the 2080s, followed by a decline. In key nations driving innovation (S. Korea 0.72, Japan 1.2, China 1.0, much of Europe <1.5), rates are critically low—not “isolated.” This means aging populations, shrinking workforces, and fewer young minds for breakthroughs, as seen in real time in the strains on pensions and the growth in those areas.

To put it more bluntly: the key nations (Western nations) are falling well below the replacement rate, and 3rd world countries that basically contribute nothing to the advancement of mankind are breeding the rest of the world out.

The belief that the birth rate is going down because of the cost of living is statistically false. Birth rate drops most after countries become affluent. It’s a self-defeating mechanism. This is the final boss of civilization and has not yet been beaten. - Arthur MacWaters

https://cdn.azzamo.media/6765f77ae8cb407f7aa019c60882fa6fcf96a3ccc5d55003c639b00cbb1d8122

👉🏽Only two states in History declared the death penalty for one particular race: 1) Nazi Germany against Jews, 2) Israel against Palestinians

I guess you become what you hate.

On the 2nd of April:

👉🏽Eye-opening. OpenAI is planning to use more energy than the UK or Germany in 5 years, and more than India in 8 years. And that’s just one company. Can someone please explain how the UK or Germany will save the planet? Does it really make sense to sacrifice their economies?

https://cdn.azzamo.media/21479a0a30d5b910f3795bf96bb0059da0025f55a70d4ff1377f6f17e030814a

Oh, by the way,..

‘His own sister is suing the CEO of the most valuable private company in history for s*xual abuse. A judge just allowed the case to move forward. Annie Altman filed an amended lawsuit on April 1, 2026, in St. Louis federal court, accusing her brother Sam Altman of sexually abusing and raping her between 1997 and 2006. She says the abuse started when she was 3 years old and he was 12. A judge dismissed the original claims because the statute of limitations expired in 2008. But he allowed her to refile under Missouri’s Childhood Sexual Abuse law. She did. The case is now active. Sam Altman denied everything. Called it extortion and filed a defamation countersuit against his own sister based on social media posts she made between 2021 and 2024. His family says she has mental health challenges. Annie posted videos saying she was “touched by older siblings” and that “an almost tech billionaire” molested her. The judge said those statements make it reasonable to infer she meant Sam Altman. This is the same man whose own board of directors fired him in 2023. Former board member Helen Toner said two senior executives came forward with screenshots and documentation. They used the words “psychological abuse.” Said he was lying and manipulating people. Said they had no belief he could change. The board fired him secretly because they knew he’d try to undermine them. He came back five days later. Employees were told that either Sam would come back or the company would die. This wasn’t his first time. The management team at his first startup, Loopt, went to the board twice to ask for his firing for “deceptive and chaotic behavior.” He was reportedly pushed out of Y Combinator, too. Every safety leader who clashed with him left. Musk. Sutskever. Amodei. When Jan Leike resigned, he said, “Safety culture has taken a backseat to shiny products.” OpenAI was forcing departing employees to sign agreements stating that if they ever criticized the company, they would lose all their equity. Millions of dollars. When it leaked, Altman said he didn’t know. The CEO didn’t know what was in his own exit contracts. He asked Scarlett Johansson to voice ChatGPT. She said no. Twice. They made a voice that sounded just like her anyway. Altman tweeted “her” on launch day. She had to hire lawyers to get them to stop. Forbes says he’s worth $3.3 billion. The Musk trial starts April 27. His sister’s case is now active. His own board fired him for lying. His own executives called it psychological abuse. And this is the guy the world is trusting with AI.’ - Evan Luthra.

👉🏽In the Netherlands, there are 14k companies on a waiting list to get actual electricity to run their business. People who bought expensive new houses have to postpone living there because the grid is full. What kind of third-world shit is this… As of October 2025, Dutch Climate Minister Sophie Hermans confirmed to Parliament that ~14,000 companies were on the waiting list for new or upgraded electricity grid connections (up from 11,000 earlier that year). Grid operators like Netbeheer Nederland and TenneT report ongoing congestion from rapid electrification, renewables, EVs, and demand growth. This has also delayed new housing: provinces warned in late 2025 that ~500,000 planned homes risk stalling due to insufficient capacity for new neighborhoods. Efforts like a “grid offensive” are underway to ease it, but the backlog persists into 2026.

👉🏽Within the next 12 months, the US has to refinance ~$10T. The average interest rate on outstanding US debt is ~3.4%. For every 1% increase in rates, interest expenses increase by ~$100B. - Lukas Ekwueme

👉🏽Syrian Islamist Ahmed al‑Sharaa appeared during his “state visits” to Berlin and London wearing a Patek Philippe 5236P — a watch valued at roughly €145,000. Meanwhile, the German government is considering financing the reconstruction of impoverished Syria with German taxpayer money. The European Union has reportedly promised former extremist leader Abu Mohammad al‑Jolani €5.8 billion, while Germany has already transferred €200 million for reconstruction. At the same time, questions arise as he conducts high-profile visits to Western capitals, while minority groups in Syria — including Druze, Alawites, and Christians — continue to face threats, violence, and killings. The contrast between luxury optics, Western diplomatic outreach, and ongoing instability at home is raising eyebrows.

Oh, by the way, during a press conference in London, Ahmad al-Sharaa was unable to open a bottle of water and asked the moderator for help. Banned girls from going to school because “the Qur’an says men are superior.“ Too dumb to open a water bottle >needs a woman to open it for him. THE FUCKING IRONY!!!

👉🏽Please explain why Norway has a booming oil and gas industry, and ours is dead? This isn’t incompetence. It’s treason.

https://cdn.azzamo.media/012cead7366945c711042dbb33726ea802dda78ec60664d2818c6bc9a27d0c0b

👉🏽US oil prices surge above $112/barrel, now up +13% on the day.

👉🏽Kamal Kharazi has been seriously wounded after Israeli strikes hit his home, killing his wife. Kharazi had been the lead negotiator involved in backchannel efforts with Pakistan to arrange a potential meeting between Iranian officials and JD Vance, per Al Jazeera.

Again, Tuki is spot on: “Let me tell you what just happened because I’m sure most people completely missed this.. Kamal Kharazi was Iran’s lead negotiator. The man actively working through Pakistan to arrange a backchannel meeting between Iranian officials and JD Vance. The only active diplomatic channel that existed was to prevent what Trump called a “2 to 3 week” strike window. Israel just bombed his House. His wife is dead. Kharazi is in the hospital, and you need to pay attention to the timing. This isn’t the first time Iran’s negotiators have been killed right before a deal could be made. Mohsen Fakhrizadeh was Iran’s top nuclear scientist and the man considered most essential to any future nuclear negotiations.. he was assassinated in November 2020, widely attributed to Israel.. the nuclear talks were set back by years.. in 2012, Mostafa Ahmadi Roshan.. a senior figure at Iran’s Natanz enrichment facility.. was killed in a targeted car bombing in Tehran, also attributed to Israel.. the pattern holds every single time.. every time Iran and the US get close to talking, someone removes the people doing the talking.. Trump said 2 to 3 weeks.. Someone in Iran was actively building the exit ramp from that window, and today the man building that exit is in the hospital, and his wife is in the ground. Whoever bombed that House wasn’t trying to win a war; they were trying to make sure there isn’t a peace.”

👉🏽Saudi Arabia is rerouting oil supply away from the blocked Strait of Hormuz at a record pace: Crude oil shipments from Yanbu, a port on Saudi Arabia’s Red Sea coast, are up to ~5 million barrels per day, DOUBLING in just 2 weeks. This comes as the 746-mile East-West pipeline is now operating at full capacity of ~7 million barrels per day. Of this supply, ~5 million barrels per day are exported, and ~2 million barrels per day are refined in Saudi Arabia. The surge in exports from Yanbu has now offset ~45% of lost Persian Gulf shipments this month. To put this into perspective, exports from this port were just ~1 million barrels per day in January and February before the war. Saudi Arabia is actively looking for workarounds to the Hormuz closure. -TKL

👉🏽US household exposure to the stock market has never been higher: Equities now make up 25.63% of total US household net worth, the highest since data began in the 1940s. This surpasses the 2000 Dot-Com Bubble peak of 19.56% and the 1968 high of 22.01%. The percentage has almost TRIPLED since the 2008 Financial Crisis low of 8.77%. This means a significant stock correction could trigger a sharp pullback in spending, particularly among higher-income households, who drive much of consumption. Consumer expenditures currently represent ~69% of US GDP, near an all-time high. The US economy has never been more dependent on stock market performance. -TKL

👉🏽Ugandan Mayor Zohran Mamdani is now receiving widespread backlash after his “solution” of raising property taxes would harm HUGE SWATHS of New Yorkers directly — not just the “ultra-wealthy.” You got DUPED by a 3rd world COMMUNIST SCAMMER. - Dralone

👉🏽President Trump to unveil $1.5 trillion defense budget, the largest yearly US military spending increase since World War II, Reuters reports.

Tuki: “Trump just officially proposed a $1.5 trillion military budget. The current budget is $895 billion. That’s a 67% increase in a single year. In the middle of a war, he says, will ’make a fortune”..

That’s roughly $4,500 from every single American, man, woman, child, this year alone. i In April 1953, President Eisenhower gave a speech called ‘The Chance for Peace’.. he said: “every gun that is made, every warship launched, every rocket fired signifies a theft from those who hunger and are not fed, those who are cold and are not clothed”.. Eisenhower was a five-star general who commanded the largest military operation in history.. and he spent the last years of his presidency warning America about exactly what we’re watching happen.. your hospital can’t afford nurses.. your school is cutting teachers.. your rent is up 40% in three years.. But the military budget just went up 67% in 12 months. The war is paying for itself, just not for you.“

On the 3rd of April:

👉🏽The Netherlands: Rob Jetten (MP) stated that the use of coal-fired power plants will be legally banned starting in 2030. This measure is part of Dutch and European climate policy aimed at reducing CO₂ emissions and accelerating the transition to renewable energy sources. Critics point out that coal, unlike many other energy sources, is relatively widely available within Europe. From an energy security perspective, this can be seen as a strategic backup, particularly during periods of geopolitical tensions, constrained gas supplies, or rising import prices. Supporters of the ban, on the other hand, emphasize that coal-fired power plants are among the most CO₂-intensive forms of electricity generation and that phasing them out is necessary to meet climate targets. They argue that future energy security should be ensured through a combination of renewable energy, energy storage, demand management, and alternative sources such as hydrogen and nuclear power. The debate over the coal ban, therefore, reflects a broader tradeoff between climate policy, energy security, and strategic autonomy in the Netherlands and Europe.

https://cdn.azzamo.media/cb849e794eca4878217dd18f7b43871351b55fe4b9a9a6282be81c095f1b9114

Nothing is as reassuring as legally enshrining future energy poverty — just in case the wind doesn’t blow. They truly never learn.

👉🏽The Dutch government is heavily investing in offshore wind energy: €8 billion is now being made available. In my view, this is both a financial and an ecological disaster in slow motion. Marcel Crok: “Yesterday we discussed the €269 billion (!!!) that Netbeheer Nederland says is needed by 2040 to prepare the grid for the ‘energy transition’ (read: to connect all solar and wind power to the grid). These costs only cover infrastructure upgrades and do not deliver a single kWh of electricity. Now it turns out that offshore wind production itself cannot function without subsidies, and the government is allocating another €8 billion to it. Meanwhile, policymakers in The Hague continue to debate whether to provide limited support amid high gasoline and diesel prices. The treasury receives roughly €15 billion annually from taxes and excise duties on fossil fuels. High prices mean higher government revenues. However, consumers will ultimately pay far more for solar, wind, and grid expansions. The amounts are staggering. €269 billion divided by 8.4 million households equals roughly €32,000 per household by 2040. That amounts to about €2,300 per year — every year until 2040. And no talk show is discussing it.”

👉🏽Since 2015, personnel costs within the Dutch central government have surged by 113.8%. Over the same period, the economy grew by just 17.2%, while the population increased by only 6.2%. In other words, the size and cost of government are growing many times faster than both the economy and the number of citizens it serves. This trend raises uncomfortable questions — particularly when policymakers argue that lowering fuel taxes is “unaffordable.” The Dutch government collects roughly €15 billion annually from fuel taxes and excise duties, yet structural government spending continues to expand at a much faster pace. Supporters of this growth argue that governments face new responsibilities: climate policy, migration, digitalization, regulation, and crisis management. But that explanation does not change the core issue: a government that grows structurally faster than the economy ultimately shifts a larger burden onto taxpayers. And that burden is not theoretical. It shows up in higher taxes, rising energy costs, expanding bureaucracy, and reduced fiscal flexibility during economic downturns. The numbers suggest a structural trend: government expansion is becoming the default response to every new challenge, while spending discipline receives far less attention. Meanwhile, when citizens face rising fuel costs, the message is that relief is fiscally impossible. The contrast is difficult to ignore.

https://cdn.azzamo.media/7f02409a7f3c8bca8d191f4100bbe6567901693f82ceba42df549b38a92a70d9

👉🏽The coalition has agreed to comply with all new European migration rules, but doubts are now emerging within Democrats’ 66.

For years, “Brussels requires it” served as a convenient shield for national politicians pushing through controversial green policies. Responsibility was shifted upward, debate was minimized, and difficult decisions were framed as unavoidable consequences of European agreements. Now, as parts of the EU appear to move toward stricter migration policies and a more pragmatic tone on energy and industry, the dynamic suddenly changes. Some of the same political actors who previously leaned heavily on European mandates are now distancing themselves when outcomes become politically uncomfortable. That shift raises questions about consistency. If European decisions were binding and necessary when advancing ambitious climate policies, why is there now more room for hesitation when EU policy moves in a different direction? It highlights a broader pattern in policymaking: Europe is often invoked as justification when convenient — and questioned when the political winds change.

👉🏽Viva Espana! Spain passes Romania and becomes the EU country with the highest risk of child poverty.

👉🏽At the Vostok station in Antarctica, a temperature of −76.4 °C was measured last Tuesday. This is the lowest value ever recorded on the continent in March and also a global record for this month. Temperatures there were significantly below average last week.

👉🏽Israel: The Israeli government has been very successful. They have shrunk Gaza by nearly 50% And reduced the Palestinian population by hundreds of thousands. Their genocide is closer to completion. It’s why they all look so happy, and now they are focusing on Lebanon.

https://cdn.azzamo.media/304f709165196b35f6988fa46941a51dcb117e46918f099e41fed22676d92697

On the 4th of April:

👉🏽The largest foreign holder of US Treasuries isn’t China. It isn’t Japan. It isn’t the UK. It’s the Cayman Islands. Hedge funds running basis trades. They absorbed 37% of all new Treasury issuance between 2022 and 2024. The US needs to roll over $10 trillion in debt next year. And the buyers are leveraged hedge funds in offshore tax havens.

👉🏽Jamie Dimon explains why people are leaving New York: “Our head count in Manhattan when I got to JPMorgan was 35,000, and now it is 26,000. Our headcount in Texas started at 11,000 and is now 33,000. That’s what happens.” Jamie Dimon on why companies are leaving New York: “Highest individual taxes, highest estate taxes, highest corporate taxes, anti-business sentiment.” “When I grew up as a kid in New York City, there were 120 of the Fortune 500 headquarters there. In the 1970s, 60 of the 120 left, including Exxon, GE, IBM, and Union Carbide. They’re all going to Texas.” The Hill & Valley Forum 2026.

The Netherlands and France believe that the EU should adopt an exit tax to stop the exodus of people and capital. The death throes of a dying system.

👉🏽Germany’s share of Global GDP expected to fall to 4% by 2030, the lowest level in AT LEAST half a century. Germany is becoming irrelevant to the world economy. Play stupid games, win stupid prizes.

On the 6th of April:

👉🏽The UK has crossed a line. Welfare spending: £333 billion Income tax revenue: £331 billion We’re now paying out more than we bring in from workers. This is unsustainable.

Michael A. Arouet: ‘Every day, 45 tax-paying millionaires leave the UK, taking countless jobs with them. Every day, 3,000 new welfare recipients are added. You have seen nothing yet. But hey, a wealth tax will fix that.’

On the 7th of April:

👉🏽The ING Inflation calculator Jeroen Blokland: To put the following into perspective: Based on the ING Inflation meter, Dutch households collectively lose €273 billion in purchasing power, even though total savings amount to €600 billion. In other words, this is the same as if every Dutch citizen, from newborn to pensioner, burned an average of €15,000. Put differently, you are being robbed by the government through a hidden 46% tax.

👉🏽Brent Johnson said it brilliantly yesterday, “The U.S. is transitioning from a Democratic Republic to a ‘Technocratic’ Empire, the same way the Roman Republic transitioned to the Roman Empire.” That’s why this global conflict will be remembered as WW3.

Soon? The Technofeudalism empire. Technocracy was a movement in the 1930s that favored technocracy as a system of government over representative democracy. - Financelot.

To sum it up:

• Iran didn’t control the Strait of Hormuz, now it does
• Iran’s oil was sanctioned, now it isn’t
• Iran was not building a nuclear weapon, now it will
• US bases in the Gulf were assets, now they’re liabilities
• Inflation was declining, now it’s rising
• No more wars became WW3

👉🏽Pieter Omtzigt points to a remarkable situation surrounding the Arbeidsongeschiktheidsfonds: Governing parties are increasing the AOF premium by €1.7 billion per year At the same time, €0.8 billion is being cut from disability benefits And a negotiator admitted not knowing that AOF stands for Disability Insurance Fund Omtzigt summed it up: “This looks like satire.” What makes this especially notable is that the fund is already well-filled. According to NOS, the disability fund currently holds around €39 billion in reserves. Despite this, policymakers still want to raise premiums, partly to close budgetary gaps. Employers and unions, therefore, describe it as a “hidden phantom tax.” The disability premium has already risen significantly in recent years, reaching roughly 7.6% of wages in 2026. The money is originally intended for WIA and disability benefits, but critics argue it is increasingly being used as a budgetary adjustment tool for broader government spending. This leads to a striking combination: The fund is full Premiums are increasing benefits are being reduced and negotiators are unfamiliar with the policy It’s no surprise that the debate around this issue is becoming increasingly heated.

Next to that, Pieter Omtzigt published a new article together with Jeroen Zandberg and Jos van Ginneken: The Invisible Tax on Labor Is Becoming Unbearable The article addresses: Hidden tax increases Who actually pays the highest taxes What lies ahead in the coming years Concrete policy proposals It’s a long read, but well worth the time. In essence, their analysis suggests that the tax burden on labor in the Netherlands is already extremely high—and still rising, partly due to indirect, less visible tax increases. At the same time, government spending continues to grow structurally, increasing the need for additional revenue. Their broader concern is that the state is developing its own structural dynamic: expanding expenditures Ongoing financing needs and therefore continuous pressure for higher taxes According to the authors, this risks creating a situation in which work increasingly pays less while the overall tax burden continues to rise.

Source: https://wb-nsc.nl/artikelen/onzichtbare-belasting-op-arbeid-wordt-ondraaglijk/

👉🏽EU Chief Ursula von der Leyen: “We have experienced how quickly geopolitical shocks can be felt in Europe. At petrol stations on the way to work, on the supermarket shelves when we buy our groceries, at our airports.” Europe has largely been left out of the decision-making in Iran, but is feeling the full impact of those decisions. Source: NYT

👉🏽Charles Schwab says it plans to launch spot Bitcoin trading within the next 12 months as regulatory barriers ease. Most current crypto activity is being driven by retail investors, with strong participation from non-U.S. clients.

👉🏽The Washington Post — certainly not known for uncritical admiration of Javier Milei — draws a remarkable interim conclusion about Milei’s policies in Argentina: Poverty rate fell from 53% to 28%, driven by real economic growth of +4.4% over the past year First budget surplus in 123 years Inflation dropped from 200% to 33% (and is still declining) 14,000 laws and regulations were abolished to allow market forces to operate more freely Conclusion: “Argentina’s rapid transformation from nearly a century of socialism to free-market Capitalism continues to demonstrate the superiority of the latter. It is rare to witness such a radical experiment in real time. It is, however, no surprise that it is working.”

§🎁If you have made it this far, I would like to give you a little gift:

Peter McCormack - How to SURVIVE The “Final Reset” of The Economy | Jeff Booth

In this episode, Jeff Booth explains why the natural state of a free market is deflationary and why a debt-based monetary system can’t allow it. We discuss AI as an acceleration event: exponential productivity should make life cheaper, but the system has to create scarcity to keep debt serviceable. They cover how Inflation functions as hidden extraction, why regulation favors monopolies, why politics becomes a fight over who controls broken money, and why AI will intensify centralization, surveillance, and social conflict unless the monetary layer changes.

Click here: How to SURVIVE The “Final Reset” of The Economy | Jeff Booth https://youtu.be/lhHKljqRa-M?si=US9esrJLL2Phridr

Credit: I have used multiple sources!

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