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After America, China vs the Internet. After DC, Xi vs Satoshi. China is moving into Canada. Tech is moving out of California. And the world is moving out of the dollar. What that adds up to is Communist vs Maximalist. Because after the dollar ends, DC is out of money. So: Carney, Newsom, Walz, Mamdani turn to Xi. And MAGA, Elon, Texas, Miami turn to Satoshi. I agree that places like Alberta will be a battleground (and indeed are already battlegrounds; see Bessent's recent comments). This was an alternate map: https://t.co/aFdVOrmOEp https://t.co/HVczaoWBjp Communist America will have Chinese drones and robot dogs. And the abundance agenda will become the surveillance agenda. But I believe the free Internet can balance them. After all, the Internet is the one thing with economic scale comparable to China. https://t.co/aVgPhB2bB0 Except California and New York are quickly losing their best to Texas and Miami. They will retain NPCs, who are suitable for Communism. The big question is Big Tech. Can they relocate like Elon did? Or will they get disrupted by California, China, or AI? https://t.co/Lr9r2sTRh2 https://t.co/EPMsoSN6Sb To be clear: it is extremely unfortunate that our beloved Uncle Sam is passing away. But he is, and we need to prepare for what comes next. https://t.co/h77mjBKbda https://t.co/Ns0gAjyepG Let’s understand what time it is. Over the last few years, Blue America definitively lost control of speech (via social), media (via AI), and money (via crypto) to the Internet. They also lost the American state. Over the same period, Red America has now lost the trade war (to China), the proxy war in Ukraine (to Russia), and the cold war over Taiwan (again to China). They are also winding down the American empire. NYC finance is being driven out by Mamdani and Californian tech is being driven out by wealth taxes. US universities are getting devoured from the inside by wokeness and defunded by the outside by the MAGAs. The US military is withdrawing from Asia (and ceding it to China) and also leaving Europe to Russia, as outlined in the 2025 National Security Strategy. It is focused on beating up nearby countries in the Western Hemisphere only. This is exactly like the Soviet implosion, when Russia lost its far flung military bases and got embroiled in nearby border clashes with Chechens and Ukrainians. That is: it’s an American imperial implosion, a forced retreat. As opposed to a mere reassertion of the Monroe Doctrine. At home, the domestic US is becoming a battleground, nominally over states vs ICE, but really over blue vs red. It’s another BLM and J6, every day, on your feed, forever. Democrats drive around to seek out Republicans for physical confrontation, to finally print out the endless internet conflict into the physical world, to punch something. Blue states are using the visuals to argue for soft secession (and likely Chinese backup), while reds will use it to argue for a tougher crackdown. Abroad, the Biden sanctions and Trump tariffs mean no country has any incentive to hold US dollars, buy US treasuries, trade with America, or trust the US financial system. Similarly, the Biden chip ban and Trump trade war didn’t work to restrain China, which is now stronger than ever and has proven it can build everything domestically. The cutoff of tourist visas, student visas, worker visas, and researcher funding means the US no longer wants to be a hub for science or tech conferences. Whatever is there is legacy. The CA wealth taxes, NYC rent controls, US remittance taxes, DC equity seizures (such as the 10% stake in Intel), and attempted land seizures (most obviously Greenland, but also overseas holdings in America) mean that US-managed financial ledgers are no longer trustworthy. All of this is against the backdrop of escalating sovereign debt crisis, and the devaluation of the dollar against gold and digital gold. Both Western left and right feel desperate, because they perceive their relative pie to be shrinking. And they are actually right in that Blue America has been disrupted by the Internet and Red America has been disrupted by China. What they are wrong about is that this can be reversed with political extremism. There is no Building Back Better or Making America Great Again. Each extreme action by the left leads to an ever more extreme action by the right. Which is not the convergent equilibrium of a swinging pendulum, but the divergent equilibrium of a Galloping Gertie. You know, the Tacoma Narrows bridge collapse, where it swung wildly back and forth between left and right till it crashed to the ground? There are hundreds more graphs and links I can post, but when you see the big picture you can see that the American experiment is over. It’s sad, because Uncle Sam was a really great guy. But we need to prepare for his passing, and rebuild after his fall. Fortunately, when Rome fell, Christianity endured. And when America falls, the Internet will endure. The intangible persists even when the tangible has gone to zero. And from those intangible values we can rebuild. The Internet was after all built to resist a nuclear attack, to help rebuild after an apocalypse. But the first step is to accept that the apocalypse is now.