1. I think so. I don't think the issue are plans. The issue is that the ability of our govn't to function-to create & enact policy- has been seriously abridged the past decade to the point where it can't function. We've seen virtually no legislation this past decade & pretty

1. When I hear @clairecmc talk about Dems learning to talk to the Piggly Wiggly crowd, I hope she'll want to join/help w my moderate messaging electioneering overall for Ds effort. BC its CRUCIAL to understand- Ds & outside groups tried already to cater to these voters on the

2. persuasion. That in fact, this cycle was the product of a very concerted effort of that strategy driven by high profile data firms on the D side (many of which who've been critical of my work) & it was a complete and total failure for 2 reasons. The main 1 is that it wants

3. to ignore the effect that polarization is having on voter behavior & the limitations that is placing on certain electioneering techniques that USED TO BE EFFECTIVE and are now not. I want to make something really clear- it is only in places where at least 1 element of the D's

4. operation "went rogue" that Biden pulled out wins: GA, where Abrams made electioneering about turning out the new coalition, AZ, where the AZ state party did the same, but with Latino voters, MI & WI where the state parties put into effect base-centric voter turnout strategies

5. at odds w the party's conventional playbook to focus on turnout, and/or places where concentrations of the D's new coalition: college-educated whites + minority voters (and young voters) are so high (like NE 2) that sub-par strategy doesn't matter, turnout surges are naturally

1. IMP ANNOUNCEMENT

I want to let you know when I made the decision to launch @StrikePac & directly get into electioneering I realized I wasn't going to continue issuing "race ratings" & "forecasts" each cycle- OBV that's a conflict of interest!

The hostility & sexism of

2. that world, I have to be honest, makes it very easy to walk away- the misogyny in the top tier of the election analysis community outside of @Center4Politics folks who are awesome & also more accurate than anyone else is intolerable. I'll still analyze politics, political

3. events, issue commentary, write articles, run the pod, go on TV, and generally succeed in ways that drive those men nuts but no, I won't be putting out ratings or "forecasts" anymore. Now, lots of people are asking me "what's going to happen in 2022?" The Midterm Effect, the

4. the long standing pattern of the president's party losing seats in the Midterm happens virtually every single cycle. I believe there are 2 recent exceptions: post-9/11 in the 2022 midterms and 1998 post-Lewinski gate. What I'm trying to do in building @StrikePac is completely

5. redesign/overhaul/modernize & reshape the way that Dems currently approach electioneering. I want to build a new organization with the funds capable of coming into cycle's like VA's 2021 cycle and the 2022 midterm cycle and start to deploy these new methodologies into the

1. From convo on @Morning_Joe today about @DrIbram's new article which asks that progressive policy not be blamed for D losses/underperformance.

One of my main concerns is intraparty factionalism/fighting. Everything a "moderate" & "progressive"

2. D fights- a R gets a vote. Certainly radical (and yes, defunding police departments IS radical) policy proposals that fall on the outside bands of the distribution are less attractive to this idealized "swing" voter who is, in our minds eye" always a high info, high reasoning.

3. I guess you'd call them a "fine dining" type voter. But we KNOW that actually, most swing voters are NOT like this. Don't believe me- check out @axios Swing Voter Project, which ran focus groups with Obama to Trump voters through the whole cycle.

4. Indeed, what @richthau learned about America's "deciders" is likely to haunt his sleep for ever as it personified a sticker I keep in my office which is a quote from George Carlin: "Never underestimate the power of stupid people in large groups." (K.I.M. when we talk "stupid"

5. on my threads about people, we're not talking IQ, or overall stupid. We're talking civics. We're talking about political literacy. Very smart, successful people can't name their senators or their governor & are thus, civically stupid. And I'm sorry, not sorry for labeling them

Story time. There will be a couple crypto wallet addresses at the end of this one.

You follow this account, you know that I straddle the terminator - one foot in light, one in shadow. Good-ish bad guys, bad-ish good guys, I've never belonged anywhere else.

Right before the election, I was shown some things. How it started, it was worth following. Caution was indicated. *extreme* caution.

Given the starting context, the amount of time, the volume of information, the veracity of the parts I can check without triggering suspicion ... it's real and I think there'd be some advantage to getting it all.

This is going to require some bare metal in a facility outside the U.S.

This is something that will stay up, maybe clear till the midterm election.

And it needs a significant amount of disk space, for unpacking and sorting and such.

Some thoughts on this super inaccurate piece.

tl;dr: this is not a defence of Tether/ iFinex, who I would like nothing more than to see disappear into irrelevance. However, most of the conclusions here show zero understanding of crypto market

1. First up: it’s completely inexcusable that Tether refuse to have a 3rd party audit. I can’t find a single good faith reason for this.

Bitfinex GC recently did a superb job of sidestepping that question on WBD:

2. For better or worse, USDT (tether) started as a way for people to move fiat between exchanges (a major problem) in the absence of the ability to onboard banking partners, none of whom wanted to touch crypto. USDT is now the dominant stablecoin by mkt cap & liquidity.

3. As a result of the difficulty of having a fiat on/off rail, many exchanges, like Binance, chose to be ‘crypto only’, using stablecoins in lieu of fiat. This is why the majority of inflows into BTC (article says 70%) is via USDT

4. Unbanked exchanges are in aggregate larger than banked ones. This is true, but it’s not because of a giant conspiracy to steal your BTC. Being unbanked = real regulatory arbitrages (lower cost + ability to innovate fast), and lower barriers to entry means there’s more of them.