16-PART 🧵SERIES

Not the headlines. Not the cable news panels. Not the crypto Twitter hype merchants.

Nobody is connecting all the dots the supply shock, the regulatory revolution, the private money infrastructure being built in plain sight, the payment rails cracking open under executive order, and the banking lobby that spent three years fighting crypto making a full, coordinated 30-day flip.

This isn't a bull market.

This isn't a cycle.

This is a financial regime change and it is being written right now, in real time, in documents and filings and executive orders that most people will never read.

This is your wake-up call. Read every word. Public companies now hold 5.47% of all the Bitcoin that will ever exist and the supply shock everyone keeps predicting has quietly, structurally, already begun.

Bitwise published its Q1 2026 Corporate Bitcoin Adoption Report.

The numbers are staggering in their implications 198 public companies now hold approximately 1.245 million Bitcoin on their balance sheets worth roughly $77 billion.

They added 50,351 BTC in Q1 alone, the highest quarterly accumulation ever recorded.

And they did it at the fastest pace in history during a quarter where Bitcoin's price actually fell.

Let that sink in. They didn't buy the dip opportunistically. They bought because they had to. Because their mandate is to accumulate. Because the structural logic of what they're doing doesn't depend on price.

America First… or America Financed?

How the Green New Deal Never Died It

It Just Learned How to Hide.
🧵

If anyone tells you, it dead or gone or even worse the positive changes are coming it takes time. It’s a non issue compared to the economy, housing and taxes.

They would be dead wrong because it’s literally the driving factor behind them all🤔

FY26 appropriations bills was just proved it. So… if this was just last week… 🤷‍♂️

The question we should be asking is how does any of this help Americans? 🧵🪡

⚡ The Grid Crisis OpenAI’s AI Boom Is Overloading America We Must Act Now ⚡

The simple truth ✅
America’s power grid is on borrowed time. Demand is exploding from AI data centers, but we’re not building fast enough. By 2026, spare capacity drops below safe levels in major regions. Blackouts could start next year.

Why⁉️ 🧵👇
1. THE DEMAND EXPLOSION

💥US electricity use
Flat for 10 years. Now? + we need 25% by 2030, +78% by 2050.

💥AI data centers
From 25 GW today to 80+ GW by 2030.

💥Texas (ERCOT)
Worst hit – +13.4% growth/year. Other regions average 4.4%.

💥OpenAI’s role
Their $1T+ deals lock in 26 GW of compute power. Stargate project alone 10 GW (powers 8 million homes). Texas phase: $100B, building now.

______Bottom line______

AI isn’t waiting. One company’s buildout = power for entire cities.

🧠 The Digital Farm Welcome to the Age of Sentient Simulation

Alright, let’s talk about the new world order nobody voted for but… it’s still the reality we’re already living in.

It’s not coming next year.
It’s not “AI is coming.”
It’s Here.

And it’s got your face, your heartbeat, your thoughts odds are it’s probably saving your next argument, saved on a cloud server somewhere in a deep dark room. ☁️ Then comes your “digital twin.”
Your virtual clone.
It’s already tracking your steps, heartbeat, spending, and sleep.

That Fitbit on your wrist❓
That “smart” fridge that nags you to buy milk❓
That’s data feeding your twin.

A perfect replica of you 💯 built for prediction, not protection. ⚙️

So when your phone knows you’re sad before you do, it’s because your twin already told them.

Thomas Nast the OG meme lord.

The “Father of the American Political Cartoon” used his pen the way we use memes today, to clown on politicians, shape public opinion, and even influence elections. 🧵cont. 👇
2/
Born in Germany in 1840, Nast immigrated to New York as a kid. By age 12, he was enrolled at the National Academy of Design.

By 15, he was drawing professionally. By 25, he was shaking up American politics with Harper’s Weekly.

🧵cont. 👇

🧵1-6
Alaskan Supreme Court’s Forfeiture Ruling ToDay is an Affront to Constitutional Rights ⚖️🚨

The Alaska Supreme Court’s decision to uphold the forfeiture of Ken Jouppi’s $95,000 💰✈️ Cessna U206D over a six-pack of Budweiser 🍺 is a grotesque violation of the Eighth Amendment’s Excessive Fines Clause 📜 amd a dangerous precedent for property rights nationwide 🏛️.

This isn’t just bad law ❌ it’s screaming government overreach 🚫👮, and it demands a U.S. Supreme Court reversal 🔄🇺🇸.

Let’s break it down with the facts and numbers. 👇📊 🧵2-6
In 2012, Jouppi, an 82-year-old Alaskan bush pilot 👨‍✈️❄️ with a spotless record 🧾✨, was convicted of a misdemeanor under Alaska Stat. § 04.11.499(a) 📜 for “knowingly” transporting alcohol to a dry village 🚫🍺.

The offense❓
A passenger’s visible six-pack of Budweiser 🍻👀, spotted during a pre-flight inspection in Fairbanks 🛫🔍.

The plane never left the tarmac 🛑✈️ zero miles traveled toward the destination 📏0️⃣.

Jouppi faced the statutory minimum ⚖️ a $1,500 fine 💵 and three days in jail ⛓️3️⃣.

His passenger, who also had three hidden cases of beer 📦🍺🍺🍺 (12 gallons total ), pleaded guilty to a misdemeanor ⚖️.

Yet, Alaska pursued forfeiture of Jouppi’s $95,000 aircraft 💸✈️ under § 04.16.220(a)(3)(C) 📜, which mandates seizure regardless of alcohol quantity 🍶 or offense severity 🚫⚖️.

1/🧵
After decades of being labeled “deniers,” climate realists just dropped a bombshell💥
DOE’s July report shreds the alarmist playbook.
CO2 warming❓

Less damaging than hyped. U.S. policies❓
Symbolic theater with zero global impact for centuries.

Time to celebrate facts over fear❓#ClimateRealism


2/🧵
Meet the dream team🤩Christy, Curry, Koonin, McKitrick, Spencer 💯 real scientists with creds in physics, econ, atmos research.

They say elevated CO2 is greening Earth, boosting crops, extending seasons, fighting drought.

Satellite data screams it 🤔Planet’s thriving!

Why ignore the upsides❓🌿🤔

1/🧵
I’ve just digging into the, hyping Trump’s so-called “game-changing” executive order to stuff Bitcoin, gold, and a laundry list of “alternative assets” like private equity into your sacred 401(k) plans.


2/🧵
They’re waving around flashy numbers

🤔 A portfolio with 10% BTC and 10% gold supposedly crushed it at 601% returns from 2015-2025, versus a measly 135% for the old-school 60/40 stocks-bonds mix.

1/🧵
Oh, Alaska, Crown Jewel or Captive State?

Let’s peel back the layers on this farce, because the data doesn’t lie, we’re a resource powerhouse being strangled by policy paralysis and federal overreach, all while the world, and especially China, laughs at our self-inflicted wounds. 2/🧵
We’re sitting on untold billions in gold, antimony, copper, coal, hydro potential, and even nuclear breakthroughs, yet our energy mix tells a tale of deliberate neglect.

1/
You ever look around and realize you’re being ripped off💥daily💥 by a law that’s been on the books for over a hundred years?

Yeah, I’m talking about the Jones Act.

Most folks have never even heard of it, but here in Alaska, we’ve been choking on its consequences since day one.

Officially, it’s Section 27 of the Merchant Marine Act of 1920.

Unofficially?
It’s a hundred-year-old racket designed to make Seattle shipping tycoons rich and leave Alaskans footing the bill. 2/
After World War I, the U.S. had a bunch of leftover ships, and instead of letting competition flourish, Senator Wesley Jones, backed by Seattle’s shipping elites slipped in a clause that forced all sea trade between U.S. ports to happen on American-built, American-owned, American-crewed ships.

Sounds patriotic, right❓
Wrong. It was a hit job on Canadian competition that served Alaska better and cheaper.

A full-on protectionist power grab dressed up like national pride. The thing was written by William L. Clark of the Pacific Steamship Company, yes, the actual competition, and it got rammed through Congress in twenty minutes.

🤷‍♂️Nobody read it.
🤷‍♂️Nobody asked what it meant for the Last Frontier.
💯It was always about the money. 💯And we were always the target.

Thread please read 1/- 4/ 🧵🪡🧶

If you’re not following Kassie you’re missing out.

👩‍🎓Kassie Andrews is an energy expert on Alaskan politics and resource development. A lifelong Alaskan, her career in energy has involved project management, construction, and finance.

By @AndrewsKD49
Renewable Portfolio Standard is back in Alaska—for the third time.

For decades, Alaska’s energy policy has been shaped not by the will of the people but by outside influence. It has been a long, forced march led by climate activists and their NGOs.

Back in 2010, the legislative intent of our energy policy quietly embedded renewable energy targets, laying the groundwork for today’s Renewable Portfolio Standard (RPS) push. Most Alaskans don’t realize that much of this policy wasn’t just influenced by NGOs. It was written for and by them.

The same activist networks that roamed the halls of Juneau back then never left. These groups continue to steer Alaska’s energy future toward their own agenda, co-opting our representative republic in the process. None of this is organic. It’s the result of calculated pressure from groups that have little concern for Alaskans, but plenty of appetite for power.

A Renewable Portfolio Standard is back in Alaska—for the third time. Gov. Mike Dunleavy backed the original version in 2022, and now Republicans are out of the majority. 2/ thread 🧵🪡🧶 read 1/, 3/, 4/
BY @AndrewsKD49

Renewable Portfolio Standard is back in Alaska—for the third time.

Background

House Bill 153 was introduced by Rep. Ky Holland (I-Anchorage) on March 24, 2025. Per his presentation, “An RPS is a requirement on retail electric suppliers… to supply a minimum percentage or amount of their retail load… with eligible sources of renewable energy. HB 153 sets the following targets: 40 percent by 2030, 55 percent by 2035.”

The 2023 RPS was proposed at 25 percent by 2027, 55 percent by 2035, and 80 percent by 2040.

Currently, the Railbelt is only at 15 percent renewable, where this bill is explicitly targeted. Hydropower dominates the renewable total. Hydropower supplied ~90 percent of the renewable electricity statewide in 2023. According to the sponsor, 40 percent by 2030 from 15 percent today is “modest,” and 55 percent is a “realistic” cap.

Although the legislation allows for hydropower, activist backers of the bill have simultaneously called for the removal of the Eklutna Dam, which provides about 14 percent of the Railbelt’s total renewable share. With that, it becomes obvious what sources the co-ops will be forced to adopt: intermittent sources like wind and solar. Holland (then as a candidate) was provided with information on just how unreliable wind can be when Alaskans need it most. During the 2024 cold snap, wind at Fire Island fell to zero for a prolonged period, with the average at just 20.3 percent for the week—100 percent unreliable.

The legislation penalizes member-owned co-ops who fail to meet the targets with fines of $45/MWh shortfall, adjusted annually for inflation. The fine, as proposed in 2023, was $20/MWh, and while co-ops couldn’t technically recover it through rates, there was no realistic way for them to pay it otherwise. But this bill is completely different, and they don’t even try to hide it.

When asked by committee member Rep. George Rauscher about who pays the price, Shaina Kilcoyne, Holland’s staffer, admitted that “ultimately the ratepayer would pay.”

In a scenario of a larger scale operation such as a hospital—10,000-15,000 MWh/year, the fines at just a 20% shortfall would be more than $100k annually. For residential homes, it is in the hundreds, and it only escalates for both as the push to electrify everything—heat pumps, EVs, public transit, industrial process heat—accelerates. This does not include the intermittency factor or the higher cost of renewables themselves that the co-ops will undoubtedly need to increase your base rates to account for.

The incentives in this bill include a pseudo carbon tax of Renewable Energy Credits where co-ops can buy credits instead of building renewable projects, a wind energy bonus multiplier of 1.25x for large wind and a fine reinvestment option to force renewable projects. This is a mandated energy transformation with sharp, big sticks aimed directly at ratepayers’ wallets. It locks Alaskans into unreliable and politically favored renewables, whether the market (or the people) like it or not.

1/ Thread read below 1 of 8 🧶🧵🪡

😡Alright, let’s dive into Sunday Rant about Governor Dunleavy’s push to ditch Alaska’s single-party consent law for recording conversations and events, specifically targeting Senate Bill 85, which he introduced in February 2025. 

This bill📝 wants to drag Alaska into the government controlled speech of dual-party consent, and frankly, it’s a move that reeks of overreach, undermines individual freedom, and throws a wrench into practical accountability. 🚫🇺🇸

Here’s why this shift is a terrible idea, and why we should fight tooth and nail to keep single-party consent alive. Thread keep reading 2/🧶🪡🧵

First off, let’s talk about the sheer absurdity of requiring everyone in a conversation to agree to a recording. Alaska’s current setup, where only one person needs to consent, works because it trusts individuals to protect themselves. 

🤔If I’m in a heated exchange with someone shady, I can hit record to cover my own back without begging their permission. 

Under Dunleavy’s SB 85, I’d have to pause the argument, politely ask, “Hey, mind if I record this?” and watch them smirk and say no, leaving us defenseless. 💯

Single-party consent empowers people to document truth in real-time, whether it’s a scam, a threat, or just a boss being a jerk. Dual-party consent flips that on its head, shielding the ruling class who’d rather their words vanish into thin air.💨

@AndrewsKD49 By KASSIE ANDREWS
🔥Catch her sub-stack drops to get the facts 🔥

🧵follow the thread 🪡- 1 / 8🧵

When Alaska, a state synonymous with rugged independence and self-reliance, began aligning with the United Nations Sustainable Development Goals (SDGs), it may have been seen as a step toward modernizing and protecting its natural beauty. 

However, the unintended consequences of adhering to this globalist construct have left many local communities grappling with the fallout. From an exploding homeless population to rising energy costs and diminished economic opportunities, the promises of the SDGs have often clashed with the realities of life in America’s Last Frontier. 

To understand how these things have wreaked havoc on Alaska, brief summaries are provided to illustrate the direct connection between SDGs and state policies. 

The UN’s 17 SDGs are nothing more than the latest iteration of a long-standing agenda to impose centralized control under the guise of “sustainability.” Rebranded roughly every 15 years —Agenda 21, the Millennium Development Goals, now Agenda 2030—this construct repackages the same regulations whenever public skepticism grows. Sold as virtuous and noble, the SDGs are, in reality, a vehicle for global governance, economic manipulation, and land control.

Compliance is enforced through corporate complicity, ESG mandates, the Paris Agreement, and digital surveillance, all while masquerading as progress.


🪡-2
Homelessness: A Crisis Out of Control🏠

SDG 1, which claims to “end poverty in all its forms everywhere,” beginning as early as 2005, housing first policies were introduced to address homelessness in Anchorage, Alaska. These seemingly well-meaning initiatives have had the complete opposite effect. Anchorage has seen its homeless population explode in recent years, partially due to lenient plans that prioritize “equity” over accountability. Programs are designed to house the homeless without addressing underlying issues.

The Housing First model, long championed as a solution under UN SDG-aligned policies, guarantees housing without requiring sobriety or participation in recovery programs. Intended to provide stability, this approach has created communities where substance abuse flourishes, straining law enforcement and social services.

The Anchorage Assembly appears to be following the UN plan, down to using the same language—to “solve homelessness“—no matter the cost to taxpayers