THE FIRST テレビ
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2025.11.23 12:00
:0% :0% (40代/男性)
人気のポスト ※表示されているRP数は特定時点のものです
STARGLOWのTAIKI、THE FIRST の時から知ってるけど、博士ちゃん出てたのは知らなかった。昔も今も顔はまんま大人になったって感じだった。ラップが上手いとは思ってたけどガチのラップ好きなのは知らなかった。 November 11, 2025
ありがとうGROKに読ませて文章化を頼んで出力されたものがこれです
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Trump's gambit. The quiet war between the White House and JPMorgan. A monetary power struggle is erupting in plain sight, and almost no one understands the stakes. Here is my highly speculative take.Over the past few months, a pattern has emerged across politics, markets, and media. Scattered headlines suddenly connect, market anomalies look less accidental, and institutional actors beneath the surface.This is not a normal monetary cycle. This is not traditional partisanship. This is NOT market volatility! What we are witnessing is a direct confrontation between two competing monetary regimes: the old order, centered around JPMorgan, Wall Street, and the Federal Reserve. And the new order, centered around Treasury stablecoins and Bitcoin-anchored digital architecture.This conflict is not theoretical anymore. It is live. It is accelerating. And for the first time in decades, it is spilling into public view!First: JPMorgan steps out of the shadows. Most people think of JP Morgan as a bank… that is a mistake. JPM is the operational arm of the global financial establishment. It sits closest to the Federal Reserve's core mechanisms, influences dollar settlement worldwide, and acts as the primary enforcer of legacy monetary https://t.co/ksbkUVAqXu when Trump posted about Epstein networks—and explicitly named JP Morgan—it wasn't rhetorical flourish. He pulled the institution most embedded in the system.Meanwhile, JPM is aggressively shorting MicroStrategy (MSTR) at a moment when Bitcoin's macro narrative threatens legacy monetary interests. Clients trying to transfer their MSTR shares out of JPM report delivery delays—hinting at custody stress. The kind that appears only when internal plumbing is used to counter the market.Second. The Administration's Silent Pivot: Return of Monetary Power to Treasury. While media fixates on culture war distractions, the real strategic agenda is monetary. The Administration is quietly working to pull the center of monetary issuance back toward the U.S. Treasury using Treasury-integrated stablecoins, programmable settlement rails, and Bitcoin reserves as long-duration collateral.This shift doesn't tweak the existing system. It replaces the system's core power center. Right now, the Fed and the commercial banks (led by JPMorgan) intermediate virtually all dollar creation and distribution. If Treasury plus stablecoins becomes the issuance and settlement backbone, the banking system loses authority, profits, and https://t.co/H2IDQCYPH2 Morgan understands exactly this. So they fight—not with press releases, but with liquidity choke points, narrative suppression, custodial delays, and political influence. This isn't a policy dispute. It is an existential struggle.Bitcoin: The Unintended Battleground. Bitcoin is not the target… it is the terrain. The Administration wants quiet strategic moves toward a Treasury-anchored digital settlement system. A premature squeeze announcing Bitcoin would create velocity and make accumulation problematic.The old system is using gold-style suppression mechanisms to crush the Bitcoin signal: perceptive warfare, shorting at technical levels, JPMorgan bottlenecks at major prime brokers. These techniques worked on gold. Now they're applying them to Bitcoin. Not because Bitcoin threatens banking profits, but because it threatens the Fed's monetary architecture and strategic choice.JPM continues to face a brutal public quiet on Bitcoin remains. Because they don't understand it too well. But because they understand it too well.Both Sides Are Fighting on a Fragile Foundation. This entire struggle is occurring atop a monetary regime built over six decades of asset-first growth, reserve concentration, and institutional cartelization. Historical correlations are breaking. TradFi pundits who treat this like a normal cycle fail to grasp that the cycle itself is dissolving.MSTR: The Conversion Bridge Under Direct Assault. MicroStrategy is not just another corporate Bitcoin holder. It has become the conversion mechanism—the bridge between legacy institutional capital and the emergent Bitcoin-Treasury monetary architecture.MSTR's structure and its preferred equity product effectively convert fiat credit and Treasury assets into long-duration Bitcoin exposure. In doing so, MSTR has become a de facto on-ramp for institutions and retail who cannot (or will not) hold spot Bitcoin directly.Which means: if the administration envisions a future where Treasury-backed digital dollars and Bitcoin reserves coexist, MSTR is a crucial corporate conduit toward that transition.And J.P. Morgan knows that. So when JPM facilitates heavy shorting, introduces delivery delays, pressures MSTR liquidity, and fuels negative market narratives, it's not simply attacking Michael Saylor. It's attacking the conversion bridge that makes the admin's long-term accumulation strategy viable.There is even a plausible scenario where the U.S. government eventually steps in and takes a strategic investment in MSTR. That could come in the form of receiving MSTR ownership in return for the injection of U.S. Treasuries. Such a move would carry risk—but it would also send a signal the world could not ignore: the United States is defending a critical node in its emerging monetary architecture.The Critical Window: Control of the Federal Reserve Board. Trump needs functional control of the Fed's governance before Powell leaves the stage. Right now, the balance is against him. Several choke points now collide at once: Lisa Cook's Supreme Court challenge, the February 2025 Fed Governor vote, the coming midterms.If the administration loses Congress, Trump becomes a lame duck, unable to restructure the monetary regime. The clock is real. The pressure is immense.The Broader Strategic Picture. When you stand back, the pattern becomes unmistakable. J.P. Morgan is waging a defensive war to preserve the Fed-banking system where it is the primary global node. The administration is executing a stealth transition to restore monetary primacy to Treasury through stablecoins and Bitcoin reserves.Bitcoin is the proxy battleground, MSTR is the conversion bridge, Fed governance is the chokepoint, political timing is the constraint.Trump's Gambit. The administration strategy: Let J.P. Morgan overplay its hand on suppression. Accumulate Bitcoin quietly. Defend—and potentially empower—the MSTR bridge. Move quickly to reshape Fed governance. Position Treasury as the issuer of digital dollars. And wait for the right geopolitical moment to unveil.This is not a gentle reform. It is a full inversion of the 1913 order. If the gambit succeeds, the United States enters a new monetary era built on transparency, digital rails, and a hybrid Bitcoin collateral framework. If it fails, the old system tightens its grip, and the window for transformation may not reopen for another generation.Either way, the war is already underway. And Bitcoin isn't just an asset anymore. It's the fault line between two competing futures. Expect the unexpected as these two behemoths battle for control. Stay safe out there. Maryland HODL.
Uncle Dividendsさんいつもありがとう🙏 November 11, 2025
U.S. Banks are now sitting on 5 Billion in unrealized losses as of Q2 2025
New House Prices have dropped below Existing Homes for the first time in history
流動性がなくなり、倭国国債を吐き出すから見ててみ…笑
ゔぉぇえ〜笑
Bitcoin…
ドル円…
https://t.co/QxP2I5GiJW https://t.co/1a7dXs2LJg November 11, 2025
Yay! #screenshotsaturday
Working on inventory and menu atm ˋ( ° ▽、° )
Quite changed from the first design, but hope this is ok...
#indiegamedevelopers #indiedev #indiegame #roguelite #インディーゲーム https://t.co/0ylHL8Lc02 November 11, 2025
[映画]劇場版 ATARU THE FIRST LOVE & THE LAST KILLを映画館で上映しよう!
上映候補に加わってから257日目です!
ドリパス https://t.co/Q8uK6LNAWP @dre_passより November 11, 2025
Juice=Juiceの盛れ!ミ・アモーレのTHE FIRSTATAKEがなんとデイリーミュージックビデオランキングの2位に!こんな日が来るとは、、願ってはいたけど想像以上に勢いがすごい! https://t.co/ecWZtF5JdS November 11, 2025
@damare_905 BE:FIRSTのSOTAくんです。
綺麗でかわいいお顔ですよねෆ˚*
TAIKIくんともTHE FIRSTというオーディションからの仲ですよ☺️ November 11, 2025
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