Infrastructure, Energy, and Onshoring Optimism

Discussion covers energy needs, factories, transformers, and a bullish view on infrastructure growth.

Play episode from 01:25:26

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Episode notes

- letter from keonne https://www.therage.co/letter-1-keonne-rodriguez/

- local freak oslo https://primal.net/e/nevent1qqs9yww4rvz8vqf5s6ps69wkyk8pqf5m7pjyykm0edmckx90y0035eq5lejqg

- silver squeeze? https://x.com/BullTheoryio/status/2004567040389198060

- United Arab Emirates | CBDC Rolls Out as “Free” Amid Expanding Financial Surveillance

The United Arab Emirates’ central bank announced that the first phase of its Digital Dirham central bank digital currency (CBDC) will be offered free to users and small businesses, framing the rollout as a cost-saving upgrade to payments. But “free” at launch does not mean neutral. As a direct central bank liability, the Digital Dirham gives the state full visibility into transactions and the power to impose future fees, conditions, or negative interest rates once adoption is established. The news follows the UAE’s first state-to-state CBDC transaction conducted via the multi-CBDC mBridge platform, which links the UAE with China and other authoritarian states in a shared, programmable settlement system. FinancialFreedomReport.org

- zeus v0.12.0 https://primal.net/e/nevent1qqs08j4ju90a4zx8qlnuztuyjel4gxk6tw3zacwrgyuw3x287z73y3qx8u32u

- zap store v1.0 https://primal.net/e/nevent1qqs8amepcej6w806da4z0ztrq03zdsnr5x6r4nphexnf39nax0wz2kqlmne06

- bitcoin optech year in review https://x.com/bitcoinoptech/status/2002038834003902502

- venezuela drone concern https://medium.com/@mcnai002/the-venezuelan-drone-crisis-313dad18497d

- chinese cargo ship convert https://x.com/rickjoe_pla/status/2004128671645458617

- trump fusion

- glyohosates https://x.com/wallstreetmav/status/2002253288495022376

3:59 – Merry Christmas, Silver squeeze

18:26 – Oslo airport bitcoin

20:44 – Dashboard

22:44 – Free Samourai

24:44 – Heatpunks