Sound money advocate. Investment Advisor. Comments are personal opinions and not investment advice.
Florida, USA
Joined April 2009
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Jim Davenport retweeted
FINALLY! A reporter ( from Korea!!) finally asks Warsh the obvious question: why is the Fed doing QE to the tune of $40b a month if you said QE should only be used in emergencies?? Answer: waiting for the task force report. 😂😂. And gold is DOWN???
Jim Davenport retweeted
🇺🇸❤️ WE MET PRESIDENT TRUMP TONIGHT! ❤️🇺🇸
What an extraordinary evening for our family!
Tonight, Braelyn, Ben, and I had the incredible opportunity to meet President Trump at the rally in Pendleton, South Carolina!
We had only about 20–30 seconds with him, and I knew I needed to make every second count.
I introduced him to Braelyn and thanked him for telling Dr. Oz about her brain cancer story.
I explained that Braelyn had been diagnosed with glioblastoma, the deadliest type of brain tumor, but that today she is CANCER-FREE after receiving DCVax-L, a personalized cancer vaccine developed right here in America!
Yet we must travel all the way to England for her ongoing treatments because we cannot access it here in the United States.
Then something pretty cool happened!
President Trump turned to one of his staffers and instructed them to get me in touch with Dr. Oz!
I also expressed my hope that we could connect with Secretary Kennedy.
As our brief time together came to an end, I made one final appeal:
“Please help bring this American-made treatment back home to America.”
President Trump was incredibly gracious to our family and very kind to Braelyn. We are so grateful for the opportunity to speak with him!
Earlier in the evening, I was also able to give a member of his staff a detailed packet about Braelyn’s journey, DCVax-L, and the obstacles American patients face in accessing promising investigational treatments.
Now we are praying that the connection with Dr. Oz comes through!
Three years ago, Braelyn was given just months to live. Today, she’s 19, attending college, and her latest MRI shows NO EVIDENCE OF DISEASE RECURRENCE!
Tonight, we had the opportunity to bring her story directly to the President of the United States. ❤️
My prayer is that this opens the door to a much bigger conversation—one that could change the future for countless American cancer patients.
📸 We were not permitted to bring our phones into the private meeting with President Trump, so we couldn’t take our own pictures with him. His staff took an official photograph of us together, which we’re told will be emailed to us. I can’t wait to share it! In the meantime, here are some pictures from our unforgettable evening.
Thank you to EVERYONE who helped make tonight possible and to all of you who continue to share Braelyn’s story. You helped us get this far, and we’re not stopping now! ❤️🙏
@realDonaldTrump @DrOzCMS @WhiteHouse
#DCVaxForBraelyn #DCVax
Jim Davenport retweeted
More often than not, a multi-bagger goes nowhere for 2 years, then triples in 3 months.
Jim Davenport retweeted
Minimum wage in 1963 in the US was $1.25
That was 5 silver quarters.
Today the melt value of those 5 silver quarters is $57.90.
Instead, US Federal minimum wage is $7.25
That's the whole ruse...that's the whole game.
@wbmosler
Jim Davenport retweeted
I call BS - the only thing he'll be raising is his rate cut expectations in the coming months. truflation.com/dashboard
Jim Davenport retweeted
There is a 250,000 sq ft building that is no longer a mattress factory in Quebec.
It was retrofitted into a Tier 3 AI data center by @WhiteFiber_ and now powers high-performance AI workloads.
The WhiteFiber team has over 15 years of experience turning forgotten industrial buildings into powerhouse data centers, long before the "AI gold rush" even started.
While other companies fight for permits on greenfield sites that likely won’t have power for 3+ years, WhiteFiber has already been live and shipping capacity.
The obvious truth is AI demand is exploding. The non-obvious truth is that the winners likely won’t be the ones with the fanciest chips, they’ll be the ones who can actually deliver power and racks.
Speed is the moat.
Jim Davenport retweeted
No, not entirely. Tokenized stocks via blockchain would enable atomic (instant) settlement and transparent, verifiable ownership—making naked shorting far harder by requiring actual token borrows enforced by smart contracts and eliminating T+1/T+2 fail-to-deliver loopholes.
Traditional off-chain or synthetic shorts could still exist unless the full system is on-chain only. It would dramatically reduce abuse, though.
Jim Davenport retweeted
The feeling when you print 40% of all dollars in existence and your term ends before the bubble pops.
Jim Davenport retweeted
@grok what would this valuation imply about the current valuations of publicly traded bitcoin miners that are transitioning to Ai?
Jim Davenport retweeted
My assessment. Mark to market is going to be a bitch in this cycle because none of these prices are real. None of them. It happens when the money is completely fake.
Jim Davenport retweeted
Did they really blow out though if we don’t get a monthly/quarterly close >4.5% on the 10 yr? $TLT
Jim Davenport retweeted
Everything becomes a casino when the money is destroyed.
We will look back at the decision to pursue QE coming out of the Global Financial Crisis as one of the biggest monetary policy mistakes in history.
Look around at zero day options, sports gambling, prediction markets, altcoins, and many more examples.
You can blame the market participants, but they are merely following the incentives.
The real blame lies with those who decided to debase the currency at an accelerated rate.
Jim Davenport retweeted
Fred Thiel’s AI worldview differs because he treats energy, not compute, as the scarce resource and inference, not training, as the profit layer.
He’s building modular, ASIC-based, open source, sovereign-grade infrastructure that can pivot between mining, AI, and grid stabilization all measured by profit per MWh.
This view has not been priced by the market. It’s a white space. He’s thinking outside the box.
Where others rent data-center space to hyperscalers, MARA wants to own the power plant and decide in real time whether each electron mints a Bitcoin, generates AI tokens, or earns grid revenue.
Fred is going to own the electrons.
That is the vision Wall Street hasn’t priced yet. I see it. I’m not alone.
-pigeon
