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The Digital Dollar Is Already Here. It Just Isn't a CBDC.

The War Premium Is Back
Iran and the United States are trading fire again. Hormuz traffic is slowing, oil is rising, and the inflation trade is back before it ever really left.

New Jersey just signed the Power NJ Act, launching a competitive procurement process for at least 1,100 megawatts of new nuclear generation. Governor Sherrill signed it today with unanimous bipartisan support from both chambers of the Legislature. This is the same state that lifted a 50-year moratorium on new nuclear development just three months ago in April. In six months in office, Sherrill has gone from freezing rate hikes on day one to actively procuring new nuclear plants. The bill has real ratepayer protections built in. No costs passed to consumers until a plant is built and delivering electricity. Projects must secure federal financing, shifting construction risk away from ratepayers. Every project has to demonstrate a net benefit. That matters because the last major US nuclear build, the two reactors at Plant Vogtle in Georgia, came in seven years late and more than doubled its original budget to over $35 billion. Nuclear already provides over 40% of New Jersey's total energy. These plants run at 90-95% capacity. Nothing else comes close to that combination of reliability and density. The backdrop here is AI-driven electricity demand. New Jersey also just rolled out what it calls the most comprehensive data center plan in the nation. The energy demands of the next decade require baseload power that solar and wind simply cannot provide at scale without nuclear filling the gap.
"El-Erian frames everything Bessent laid out as permanent and systemic, not ad hoc. For this headline to be in the Times, there's some ideological pump priming going on." - @JohnArnoldTen31
PlebLab has been awarded an ElevenLabs Grant to expand PlebTV with AI-powered voice, video, and creator tools.

The guy your dad warned you about meeting the guy your other dad warned you about.
"What's interesting about both Strategy and Strive is they have dollar reserves that can hold them over from a dividend perspective without having to sell the Bitcoin. That should give folks more comfort." - @APompliano on CNBC
"The charts are not looking great. You didn't get the same retrenchment anywhere close to pre-war levels and now we're back up moving much more meaningfully toward recent highs." - @JohnArnoldTen31

Palantir co-founder Joe Lonsdale on the AI race with China: "We are significantly ahead. In a world where agents are doubling capabilities every few months, that's a very, very large gap." Says it's up to companies, not government, to stop IP theft.
A robotic glove with 2048 tactile sensors that records exactly how humans touch and manipulate objects. Not just the motion. The contact forces, the pressure, where each finger actually meets the surface. Then feeds it directly into robot learning. This is how robots learn dexterity. x.com/lukas_m_ziegle…

"The ceasefire is dead, and there's no off ramp until one side blinks. The incentives on both sides are to keep this going and now Trump wants to be paid to guard the strait." - @JohnArnoldTen31 We discuss: ⚡ 3 ships hit in 24 hours ⚡ The MOU is over ⚡ Nobody wants it to end
Former OpenAI researcher @DKokotajlo on what happens when your AI timelines collapse. "I used to be known as a pretty chipper and optimistic person." Then GPT-3 hit and he realized super intelligence was plausibly coming by end of decade.
"People believe what they need to believe in order to think that they're good people and that they need to keep doing what they're doing." @DKokotajlo on whether AI CEOs think there's a chance of extinction.
OpenAI's exit paperwork said @DKokotajlo couldn't criticize the company or tell anyone about the clause. He refused to sign, nearly lost 80% of his net worth. Sam Altman said he was "embarrassed he didn't know."

New Jersey just signed the Power NJ Act, launching a competitive procurement process for at least 1,100 megawatts of new nuclear generation. Governor Sherrill signed it today with unanimous bipartisan support from both chambers of the Legislature. This is the same state that lifted a 50-year moratorium on new nuclear development just three months ago in April. In six months in office, Sherrill has gone from freezing rate hikes on day one to actively procuring new nuclear plants. The bill has real ratepayer protections built in. No costs passed to consumers until a plant is built and delivering electricity. Projects must secure federal financing, shifting construction risk away from ratepayers. Every project has to demonstrate a net benefit. That matters because the last major US nuclear build, the two reactors at Plant Vogtle in Georgia, came in seven years late and more than doubled its original budget to over $35 billion. Nuclear already provides over 40% of New Jersey's total energy. These plants run at 90-95% capacity. Nothing else comes close to that combination of reliability and density. The backdrop here is AI-driven electricity demand. New Jersey also just rolled out what it calls the most comprehensive data center plan in the nation. The energy demands of the next decade require baseload power that solar and wind simply cannot provide at scale without nuclear filling the gap.
"El-Erian frames everything Bessent laid out as permanent and systemic, not ad hoc. For this headline to be in the Times, there's some ideological pump priming going on." - @JohnArnoldTen31
PlebLab has been awarded an ElevenLabs Grant to expand PlebTV with AI-powered voice, video, and creator tools.

The guy your dad warned you about meeting the guy your other dad warned you about.
"What's interesting about both Strategy and Strive is they have dollar reserves that can hold them over from a dividend perspective without having to sell the Bitcoin. That should give folks more comfort." - @APompliano on CNBC
"The charts are not looking great. You didn't get the same retrenchment anywhere close to pre-war levels and now we're back up moving much more meaningfully toward recent highs." - @JohnArnoldTen31

Palantir co-founder Joe Lonsdale on the AI race with China: "We are significantly ahead. In a world where agents are doubling capabilities every few months, that's a very, very large gap." Says it's up to companies, not government, to stop IP theft.
A robotic glove with 2048 tactile sensors that records exactly how humans touch and manipulate objects. Not just the motion. The contact forces, the pressure, where each finger actually meets the surface. Then feeds it directly into robot learning. This is how robots learn dexterity. x.com/lukas_m_ziegle…

"The ceasefire is dead, and there's no off ramp until one side blinks. The incentives on both sides are to keep this going and now Trump wants to be paid to guard the strait." - @JohnArnoldTen31 We discuss: ⚡ 3 ships hit in 24 hours ⚡ The MOU is over ⚡ Nobody wants it to end
Former OpenAI researcher @DKokotajlo on what happens when your AI timelines collapse. "I used to be known as a pretty chipper and optimistic person." Then GPT-3 hit and he realized super intelligence was plausibly coming by end of decade.
"People believe what they need to believe in order to think that they're good people and that they need to keep doing what they're doing." @DKokotajlo on whether AI CEOs think there's a chance of extinction.
OpenAI's exit paperwork said @DKokotajlo couldn't criticize the company or tell anyone about the clause. He refused to sign, nearly lost 80% of his net worth. Sam Altman said he was "embarrassed he didn't know."
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