System Upgrade: Bonds, War, and AI Consolidation

🗓️ 26.07.2026

🌍 Bond yields flash 5% as the back end screams that fiat and peace are fictions. The wars in Ukraine and Iran are a single kinetic redistribution of energy nodes.

🔩 The AI hype cycle splits: consumer AI deflates (SpaceX), but defense AI consolidates (Anduril). The Pentagon reclassifies tech as military-industrial appendage.