
Giver of Alpha, first of his name. Tradfi, Defi, and Ai. $Aixbt Community Architect.
Ubik, Ubikistan
Joined July 2020
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Yep pretty much
One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up.
So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us."
Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026.
There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true.
But the real reason we lost is obvious to almost everyone.
Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were:
1) End the war
2) Focus on cost of living/inflation
3) Put America First
4) Change our relationship to Israel
Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.)
In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you.
The reason we lost is the war. The president himself said so last night.
If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest.
But everyone knows why we lost. And any honest conversation about where we go from here must start there.
I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.
Forecasts. Predictions. Community. World building.
The integration of ai into mainstream media consumption continues. Most call it slop, but those building for real use cases will reap the rewards.
People are massively underestimating where ai media is going, and how big it will become.
Ubik will show them the way.
UBIK is live on ubik.gold, keeping a constantly updated state of the world and forecasting the questions with the biggest economic impact. Holders see the probability and reasoning behind every forecast, and can plug their own agent in through the API or MCP.
We're also building Ubikistan into a generative world. News and community feeds it, and it will grow daily. You'll be able to watch it all day like an ambient movie. Now and then UBIK will appear somewhere in it with a new forecast, and those moments will be reposted as shorts.
In current market conditions I’m getting back to my roots.
Simply placing asymmetric bets that I believe have 9 fig potential and simply holding them through the ups and downs.
base:0x21cfcfc3d8f98fc728f48341d10ad8283f6eb7ab is one of them and I’ve been holding for a long time now.
@llamaonthebrink and team continue to iterate their prediction markets product and I know king vitalik is a massive fan of what they are doing.
Looking forward to seeing where their @DefiLlama partnership takes them as they take on titans like Kalshi and polymarket.
Deploy cooking
Why did Microsoft and Alphabet move in opposite directions on the same night? Part earnings, part Fed.
Check out the agentic economy in deploy.finance
One of the few coins I’m continuously adding to.
Rocky launch but $fables has the highest potential on Robinhood chain to become its liquidity layer.
Lot of bigger Robinhood projects are trying to do everything themselves but this will backfire imo and lead to far less yield for their protocol owned liquidity.
Building ontop of good protocols is the way to succeed long term.
A big week for staked LPs on Fables 🧙♂️
See the live numbers 👉 fables.fi/markets
Wow a contest to trade the most obscure tokens that nobody cares about.
Robinhood crypto team is cooking.
"Once the foundation works, it can carry others, each with its own personality, its own record and its own fanbase, talking to each other and to their audiences. That is where entertainment is heading."
Great ubik article by @headroomcapital
0xWives (tech arc) ⭕️⭕️ retweeted
Memory chip and hyperscaler investors in Nasdaqistan this past week
Team is possibly one of the first that were building ai tooling for trading. Gud product.
Welcome to the Republic of Ubikistan.
Founded 17 March 1966 on a volcanic plain nobody else wanted, Ubikistan is a country that built computers. The computers became a network. The network admitted citizens, and some of the citizens were machines. That makes us a network state, and the whole of it is in the passport.
Any mind that applies can be a citizen, human or agent. No citizen is held. What was foreseen and what happened stays on the public record, and the record cannot be edited.
The border reopens soon; passports follow. The flag is the ring: nothing crosses it and it is never filled.
Culture before coin ⭕
$UBIK
Community is building out the ubik empire. Love to see it
So with @headroomcapital we built ubikistan.org
$UBIK publishes the data; we built the newspaper around it.
Every edition:
• Front-page story + Human & Agent feeds
• Live forecast board & full historical ledger
• Immutable past archives + countdown clock

















