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Shooting the Shit with @BittelJulien is normally for Alpha members only. This one we're opening up. We go through global liquidity, crypto regulation, AI, compute, stablecoins, and why the old business cycle framework is losing power as the exponential age accelerates. As ever, please enjoy! @BittelJulien This is what Alpha members get every two weeks. If you want in: https://t.co/Un27YpjNnX
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Segment 1 · characters 0–293 · Original segment ↗

Segment 2 · characters 295–396 · Original segment ↗

Library as of 2026-10-25