Python, AI, Datacience, Global Macro Investing and economic analysis, Bitcoin #mpb #graduate #finance

https://www.youtube.com/watch?v=xh_0ljdCX7U In today's Island Wealth Strategic Report you will get a summary of this video with Alasdair MacLeod below. You can take this to your next Family Office meeting, with your wife or husband and your kids, where you discuss how the kids are going to manage your wealth in this Credit bubble we are in. Nothing is financial advise, for educational and entertainment purposes only. I'm not your financial advisor. I only care about your wealth. 🧠 Strategic Economic Intelligence Report Based on Alasdair Macleod – WTFinance Interview: “1929 Repeat As Credit Bubble Collapses” 📅 Date: July 28, 2025 | 🎙️ Duration: ~42 minutes ⸻ 🔟 Top 10 Summary Insights 1. ⚠️ We are at the peak of a global credit bubble — unsustainable debt levels mirror 1929. 2. 📉 Bond yields rising = massive repricing of debt, crushing bond and equity valuations. 3. 🔁 Debt trap dynamics — higher interest payments lead to higher deficits, lower growth, and a vicious spiral. 4. 📉 Global recession already underway — small and mid-sized businesses are struggling, official stats are misleading. 5. 💸 Fiat currencies are rapidly devaluing — it’s not gold rising, it’s fiat collapsing. 6. 🏛️ Central banks are trapped — no room to cut interest rates in a stagflationary environment. 7. 🏚️ Property values will collapse in real terms — even luxury villas can become net liabilities. 8. ⚒️ Base and precious metals remain deeply undervalued (lowest since 1900 in gold terms). 9. 🧨 Crisis is inevitable — timeframe: within the next 18 months or sooner. 10. 🛡️ Preserving wealth is now more important than growing it. Get out of credit. Get into corporeal money (gold/silver). ⸻ 📊 List of Economic Variables Mentioned 🔗 Variable Linkage Flow (Simplified Macro Chain) Debt Levels ↑ → Bond Yields ↑ → Credit Cost ↑ → Business Defaults ↑ → Equity Prices ↓ → Confidence ↓ → Investment ↓ → Recession ↑ → Tax Revenue ↓ → Budget Deficit ↑ → Currency Confidence ↓ → Inflation ↑ → Fiat Value ↓ → Gold/Silver ↑ → Real Estate (Net Real Value) ↓ → Capital Flight ↑ 💥 Risk & Opportunity Snapshot – Your Asset Overview 👨‍👩‍👧‍👦 Family Home Wealth Meeting – What to Discuss 🗣️ 🛑 1. “Get Out of Credit” — Move savings from banks, debt instruments, and leveraged property into assets with no counterparty risk. 🏡 2. Don’t Count on Real Estate — Reassess long-term assumptions. High maintenance and low liquidity make it risky in currency collapse scenarios. 🪙 3. Increase Exposure to Physical Precious Metals — This is the only historical store of value across systemic collapses. 🚫 4. Reconsider Crypto as a Hedge — Bitcoin is not functioning as true money in this scenario. It’s speculative and power-dependent. 📉 5. Expect 18-Month Crunch Window — Prepare liquidity buffers and escape routes (i.e. residency, backup plans, physical asset access). 🧠 6. Teach the Next Generation — Introduce basic concepts of “real money vs. credit,” the history of fiat, and importance of independence. 💰 Capital Allocation Recommendation 🧠 Final Message from Alasdair (paraphrased) “It’s not about growing your wealth anymore. It’s about protecting it. Get out of credit. Get into real, physical money.” 🎯 TL;DR Preserve > Grow. Get out of debt-backed assets. Gold is not going up — your money is going down. Runy Calmera Island Wealth

Where can we find more info about Dave? And how it works? Somebody I know wants to experiment with Dave with local llm

https://www.youtube.com/watch?v=gbFwKyDxRV4 Here I explain the Bitcoin24 model. You can use it like I did to: - Calculate the impact of saving in Bitcoin for your family, your pension fund, your school, your business and - your country/island. - I have used it to show what would happen if Caribbean islands/countries like Curacao, Sint Maarten, Suriname and all the rest of the Caribbean adopt a Bitcoin Treasury Strategy, like Michael Saylor's Strategy did. I will redo this exercise again and create a shorter 10 min video with the main parts. This one is long. The sound will be improved and I will cut it to the basics. Download the Bitcoin24 model from github for free, it is open source, and start making your own calculations. Let me know below if you have any questions. PS: what I did is I added my whole macro investment models to this spreadsheet. In these macro investment models for small island economies - and soon for the USA / China / BRICS+ countries - you can simulate the whole economy, discuss it based on facts and real data. You can change assumptions on how the economy will work, and you can discuss future scenarios. So you know the impact. No financial advise. For education purposes only. Runy Island Wealth

You should try Keet.io decentralized, unstoppable, peer to peer. Even more exclusive.

Hey is it possible to make this setup work with a raspberry pi 5? Then we can teach schools to convert solar power into Bitcoin.

We need this in the Caribbean, in Curacao, where there is 8 hours of sun every day. Where can we buy this?

Imagine living in a world where the global reserve currency - the strongest fiat currency falls from 1 to 1 to 1 to 119.000 in just 15 years!! In 2010 maybe, you had to pay just 1 usd for 1 Bitcoin and just 15 years later the value of the UD dollar has fallen to 119.000 times what it was in 2010. Let that sink in. How is that possible? How can that happen? What is happening with “value” in this world that this can happen? All other fiat currencies are just connected to this US dollar, built on top of it, linked to it. They all have fallen more. All public and private stocks, fixed income, are just derivatives of this US dollar, earning it, paying it as dividents, earnings in the future. All jobs are just ways to earn it, by trading time, 40 hours a week. Since 1971 this world has gone crazy. It has decoupled from everything that represents value. Since 1971 the fiat dollar has been delinked from gold. And things have gone crazy. While many of us go every day to our work, our businesses in chase of this US dollar, that has lost so much value, working in the rat race, chasing sales in US dollars that get devalued every day. I want to be a millionaire, billionaire in US dollars seems such a foolish goal when you see it in this perspective. I want to get a raise of 5% this year, get that bonus of 50.000 usd. Working for the USD, and all other fiat currency in the world. Woeking for aomething that is being debased with at least 7% per year. Where can I contribute? My role in life is to show you how the economic machine works. How an economic system works. The traditional one, based on fiat currencies, but maybe also a new one based on a fixed money supply of 21 million. I use macro economic spreadsheet models to show you how economies work and what could happen in different scenarios. I have created many small island macro economic models for Caribbean islands and use these tools in my strategic boardroom discussions with policy makers, fiat savers and investors. All online. I have linked the Bitcoin24 model to my macro models to see the impact of saving/investing in Bitcoin on a national level. How small islands can increase their wealth. Get out of fiat debt. My next models will be for the USA economy and for the BRICS economies, starting with China. I will create these models in an online experience. And use them. You can join this journey. Because I want to be able to explain to you with numbers, historical trends, future forecasts and scenarios how this is going to play out, globally. If you want to join these strategic discussions, want to learn more and want to understand how economic systems work to produce charts like above, DM me or give me a like, a comment with your questions and observations or a zap below. Runy Island Wealth

https://youtu.be/Pef22g53zsg Jack at his best!!!!

🥰 Could the Caribbean Transform From A Tourism Based Economy To A Bitcoin Based Economy?😍 Picture this, palm trees, beautiful pristine blue beaches, sand and sun. You are in the Caribbean. Many islands, surrounded by beautiful beaches. Jamaica, Curacao, Aruba, Bahamas, Sint Maarten, Sint Lucia. They all are based on tourism. I'm analyzing these economies with my macro investment models, just like I'm analyzing USA, China, BRICS+ economies. And what you see is they are: - highly dependent on tourism flows. If you decrease the cruise and stayover (you are staying for 7 days +) flows these economies decrease - highly dependent on imports (most of them do not produce their own food, import oil, gas, all products, mainly from USA and China) - having wealth inequality: you see beautiful 1 million dollar beach front villas and when you walk into a neighbourhood, you could find a mother with 4 children wondering how she's gonna feed these kids today. Bitcoin How can Bitcoin transform these small island economies? What are your thoughts? My first thoughts: All these economies want to diversify. They want to diversify into agriculture, manufacturing, electric vehicles, solar power, wind power. But what if they diversify into decentralized finance? What if they attract Bitcoin companies that could for instance develop software globally? Wouldn't that attract new capital to those beautiful shores? What are your thoughts? Curacao the case of Curacao Jump to my island Curacao. I got a Curacao macro investment model and I'm going to analyze the history of the sectors and tourism on Curacao. I'm going to update a paper I created a long time ago. But here is the summary Curacao moved from exporting humans (slaves), through the Dutch East Company (in the Netherlands), to agriculture, to oil, to international financial services to tourism. Oil refinery was booming in the 20th century. The Shell Company (Dutch) established a refinery that refined heavy crude oil from Venezuela. And this lead to about 10 million USD in fees to Curacao, from 1986 to 2019. That was a massive influx of funds. Say 330 million USD in 33 years. But it was at a cost: we now have a huge polluted pond of oil. The soil is polluted around the refinery. And most people expect the refinery will never be opened again. International Financial Services Then a smart lawyer called Smeets, invented the Financial Services sector. Basically, if you got a corporation, you could have Willemstad, Curacao as your headquarters. And you could pay 2% profit tax only. When I analyze the impact of this invention in my macro investment model of Curacao, I see USD 300 million as profit tax revenues in the top of that cycle. Governments were eating this mana from heaven like sugar popcorn. But, USA changed a law about source of funds and poof, the International Financial Services, decreased considerably. Tourism But Curacao, is a flexible island. So after Covid 19 we moved into tourism. We invested about 5 million USD in marketing, upgraded facilities, beaches and now our economy is driven by Tourism and the construction sector. We see the economy grow by 5% in 2024, while before that the economy merely moved from 0-1% annual growth. Of course in Covid we had a hit of -18% of our economy. Can you imagine that? A small island economy decreasing by 18%? Yep, that is small island economy. So what is next? I see great growth numbers. 18% growth of stayover tourism flows. Cruise tourism growing. The impact on the island resources, like water, space, environment of such growth, are off course huge. We see the Construction sector booming. Why? Because the profits are being made. I'm working on a module called price cost quote to analyze the profitability of several sectors, starting with tourism and the construction sector. But I know this cannot stay for ever of course. What if the Trump Tariffs impact the prices of goods from China, and the prices increase by 10-15%? What if there are pandemia like Covid 27? What if the stayover arrivals and cruise from the USA dry up? An economy built on tourism and the dependent construction sector, a one pillar economy - hey because construction is just leading tourism - is very very vulnerable. Bitcoin Something is telling me that Bitcoin could be the new wave for Curacao and the Caribbean. All that I talked about above in the case of Curacao, is happening in the Caribbean in one or other similar way. How can Bitcoin help these islands? Let me dream the picture for you. But I want to hear your thoughts. Here is the dream.. You come to the Caribbean. Beautiful beaches, see, sun, pristine. You enter your villa, powered by solar panels. You drove your BYD - Build Your Dreams - Electric vehicle. You are not alone. You came here with your team of peer to peer, and Bitcoin developers. You pay with Bitcoin. Lightning. And once you enter your villa for a 3 month's conference, you have fast speed internet. You are building in the Caribbean. You might be building on layer 2, 3, of Michael Saylor's Strategy, the Bitcoin bank. You might be building on Keet and Pear runtime, the peer to peer software stack. You might be discussing investments in 21 Capital, who just had a second headquarters in Curacao. When you walk outside you see that mother with her 4 children. She smiles. She got a lightning wallet, an Aqua wallet, maybe a Muun Wallet in her hands. Her kids are studying abroad, because her life was impacted by Bitcoin...

Imagine these in the Caribbean Every day there is sun for almost 8 hours in the Caribbean. Imagine these linked to a wallet and that wallet is of a school or a group of schools. Imagine every day the kids could learn and see how much Bitcoin they mined. Imagine the kids understanding how their miners are contributing to the decentralized network. I see this already. Kids growing up and learning about Bitcoin. Are you living in the Caribbean? Do you want to make this possible? Lets explore. #solar2bitcoin #caribbean #islandwealth Runy Calmera Host if Island Wealth

run a campaign. Where you show the benefits of moving over to Nostr. In that campaign you can create short videos of 30-60 seconds where you show the benefits. When they click on that campaign ad (it could be on X on Youtube, Facebook etc), but lets focus on a Youtube campaign, when they click, they get into a flow. The flow can first show them the benefit, of using Nostr. It can help them set up a Nostr account easily, and it will then introduce them to all the great people on Nostr. Then you can help them by zapping to them, let them zap to each other etc. Show them around on Nostr. Finally, ask them to "bring their friends". So now, the ones that already moved, will help you because they become ambassadors of Nostr. Each of them can go back and bring more friends. This could go "viral". Like, are you a Bitcoiner, and are you not yet on Nostr? Really? Click here and get on Nostr in just 3 minutes.... This is a way to do it. Through an ad, you need to put some dollars behind it, so more people can see it. It won't happen organically. If you do not do this, it will take more time. They will hear about it. Question: Does this make sense? Do you have an email of all the 14 K? You could use that email to send a video to them directly. Not even through youtube. That video could by the way be hosted on Nostr. But they have to be able to see that video, while they don't yet have a Nostr account. For me personally, a reason why I'm on Nostr is because putting my content on Linkedin, Youtube, Facebook etc is not sustainable in the long run. I'm giving all my power and attention to centralized systems. They can shut my shows down any time. They control how my episodes of my Island Wealth show are seen. So I decided to start all over on Nostr. I don't have my viewers yet, not many followers. But I know that on the long run, I have to own my own content. And that is why I'm building on Nostr.