No. But I'm happy to explain.
(1) First, you assume incorrectly that America is a valuable economy that everyone wants to get into, when it's unfortunately more like a bankrupt country that the smart money is rapidly getting out of. That's why BTC has appreciated by >100,000,000X against USD, why gold is at record highs, why yields are soaring, and why the DXY is crashing. I take no pleasure in pointing this out, but I do have to point it out.
(2) Second, you assume incorrectly that airgapping is censorship when it's actually more like digital borders. If X wants to retain both its American and Indian users, it might try to recommend American posts to Americans and Indian posts to Indians, rather than fomenting conflict where there was none before.
(3) Third, you assume incorrectly that airgapping is bad for getting your voice out there as an American. But recall that there are only 77M MAGA but 1.4B from India. In the absence of airgapping, you will eventually be overwhelmed on every thread by English-speaking Indians, who will soon represent the majority of English speakers online (if they aren't already). That will be extremely painful, for you.
(4) Fourth, you assume incorrectly that I'm advocating for continued immigration of tech to the US, when I actually tell global technologists to stop coming to the West and instead decentralize abroad because the system is about to go supernova.
(5) Fifth, you assume incorrectly that every Indian is dependent on the H-1B. But the H-1B is about as central to Indian talent today as the American market is to Chinese trade. That is: it's not so important that it can't be done without.
As context, after the start of the trade war in 2017, China rerouted most of its trade over the last 10 years to other markets, such that it only gets ~15% of revenue from the US. Like it or not, that means China is essentially indifferent to the 2025 tariffs.
Indians are similarly already rerouting talent flows to places like Dubai in the UAE, which has a higher GDP-per-capita and millionaire density than the US...and is rolling out golden visas even as the US is cutting back on H-1Bs. South Asians are >50% of the UAE, so Dubai is friendly to Indians in a way the US increasingly isn't.
That is happening simultaneously with the growth of the Indian home market. You might not know this, but India was the fastest growing economy in the world over the last 10 years, even ahead of China:
Finally, and most importantly, because Indians now have the TCP/IP visa, they don't really need the H-1B visa. An Indian engineer may be a second class citizen in America, but they are a first class citizen on the global Internet, and that's all they need.
Anyway: in the long run, I do think Americans and Indians will get along again. But for the foreseeable future I advise Indians to (a) not come to America, (b) not inadvertently boost anti-Indian threads, (c) build themselves up economically in India, in the UAE, and on the Internet, and (d) generally reduce their dependence on the US in every possible respect, especially with respect to the US financial system.
That's what airgapping means.
Bits + Bips: DATs Are Crypto's Biggest Trend. So Why Aren't They Boosting Markets?
🎧 This week on @bitsandbips w/ @HadickM @joemccann @steven_ehrlich @ramahluwalia:
📉 “The market is fragile.”
🧨 Trump’s tariffs.
🤖 AI eating Bitcoin mining.
💸 Everyone wants a stablecoin.
Timestamps:
🎬 0:00 Intro
🎭 2:05 Why Ram sees the tariff drama as more theater than substance
🎌 7:09 Whether Trump is leveraging tariffs ahead of Japan’s elections
📉 8:17 How low inflation is pressuring Jerome Powell and the Fed’s next move
⚠️ 12:06 Why Rob says the market feels “fragile” right now
🪙 14:52 Whether bitcoin has truly matured into a macro asset
🛡️ 22:16 How to hedge in an uncertain landscape, and what to make of Elon’s political pivot
💵 30:05 Whether Elon Musk is preparing to launch a stablecoin on X
📊 32:26 Why digital asset treasury companies are so volatile, and how these deals really work
🧱 39:44 How the tokenization race is unfolding, and whether innovation is keeping up
🧠 47:47 How to think about investing in the tokenized assets and stablecoin narrative
🕳️ 1:01:47 Whether tokenized equities have any real killer use
⛏️ 1:03:54 What the CoreWeave-Core Scientific deal signals for bitcoin mining
📈 1:13:08 Whether we’re still in a bull market, and if now’s the time to take advantage of dip opportunities
There is a dirty little secret the Silver bulls do not want to acknowledge
70% of Silver is mined as a by-product of other metals
Like all raw materials, price is generally driven by the producers with the lowest cost of production. Who cares what high cost producers tell you
The all-in sustaining cost (AISC) for the most efficient silver mining operations in 2024 varies by company, but top performers like SilverCrest Metals report AISC below the market average of $26.86 per ounce, potentially around $11–$12 per ounce. Exact figures for 2025 are not widely available, but posts on X suggest SilverCrest and others maintain low costs, with some operations like Boab Metals claiming negative AISC due to byproduct credits from lead and zinc.
Like I said, this is the dirty little secret of the "paper SIlver" conspiracy party.
Paper silver? Silver is delivered all the time at Comex. Paper Silver is real Silver.
