Events in 2027 and 2028 are likely to be very confusing. As a consequence, CTH needs to establish datapoints in real time that can later be referenced and reviewed to make sense of things when CTH starts to put the data into a very difficult to accept storyline.
This process is similar to setting the 2012 election “splitter strategy” as a reference; that leads to the 2014 RNC winter meeting and rules changes; that led to the 2015 lineup of RNC candidates; that led to our ability to show how the ‘splitter strategy’ was being deployed for the 2016 GOP nomination.
The defeat of Jeb didn’t happen in New Hampshire 2016; his defeat was an outcome of assembling years of previous datapoints which proved the illicit roadmap and made the RNC scheme very clear from the outset.
Elon Musk purchased Twitter for $44 billion ¹($54.20/share) [April through October ’22]. He sold Tesla shares, leveraged more and assembled a $25 billion investment group to cover the remainder. When the financing dust settled Musk controlled Twitter and investors were in for around $25 billion.
Musk later created the ancillary company xAI and when the deadline terms of the Twitter investment were due, he essentially repaid the $25 billion debt by transferring the investors into $25 billion worth of xAI holdings.
[Key Point – the originating $25 billion investment was not repaid, just modified]
In 2026, Musk then did an IPO on SpaceX. This culminated in stock sales, valuations and generating $100 billion in cash on hand. A few weeks later Musk then sold 7 tranches of SpaceX bonds worth $25 billion to generate liquidity. He then used the $25 billion offering as the financial mechanism to repay the $25 billion remaining in investor debt.
Summary: Twitter’s $25 billion debt transferred to $25 billion xAI stock, then transferred to $25 billion in payout or bond holdings; the option is for the original Twitter investment group to take (cash out or hold SpaceX bond paying 5% annually).
[Key point – the originating $25 billion to purchase Twitter is now inside the SpaceX bonds]
This was a smart financial gameplay over the past roughly 5 years. This is how it developed and this is the reality in June of 2026. The originating $25 billion borrowed to purchase Twitter is now either: (a) fully repaid, or (b) sitting in long term SpaceX bonds (depending on investor choice).
Musk and his investment friends purchased Twitter for $52 per share. Current valuation is $12 to $15. Twitter investors, Musk’s friends and Musk himself, essentially lost 76% on the purchase (total loss -$33 billion). A loss isn’t a loss until it is realized. There was strong incentive to take each of the various repayment shifts. Twitter ⇒ xAI ⇒ SpaceX bonds.
[¹SIDENOTE: What’s the smartest way to get rid of a $33 billion loss without hurting the investors? ANSWER: Transfer the loss to someone else. How do you transfer a $33 billion loss? You IPO a larger holding, putting the depreciated asset in the hands of retail. SpaceX investors are now unwittingly carrying the loss.]
In the next few years people will argue with me about this. That’s why writing this now is important. What is outlined above is factual. Most of the money borrowed from investors to purchase Twitter is now resting inside SpaceX bonds. People will deny this, because people have a short-term financial memory for things.
The biggest Twitter investment holdings belonged to Saudi Prince Alwaleed bin Talal, Larry Ellison, Marc Andreessen and a host of investment funds including the sovereign state fund of Qatar.
♦ When Elon Musk bought Twitter, he initially permitted sunlight into the background operation of the company. That sunlight was known as “The Twitter Files“.
The files showed how the social media platform coordinated with various intelligence agencies within government on the approved information allowed to exist within the platform.
Three journalists were allowed to ask the Twitter legal counsel to run search terms and review the responses (if approved by the legal counsel). That’s how the research worked.
The three journalists were Bari Weiss, Matt Taibi and Michael Shellenberger.
Thanks to the Twitter Files and the public interest around them, Bari Weiss launched/expanded her online media network The Free Press. Bari Weiss was a Ron DeSantis supporter. Elon Musk was a Ron DeSantis supporter. Ron DeSantis 2024 campaign was launched on Twitter.
The Twitter File research group was shut down by Elon Musk with no immediate public statement as to why.
♦ Billionaire Larry Ellison (Oracle) retained his Twitter holdings as well as his relationship with Musk. When Twitter was under attack from Democrats (’22, ’23, ’24) Ellison was the financial backstop and stabilizing force.
Larry Ellison then purchased the TikTok platform with Marc Andreeson. Larry and David Ellison then purchased CBS-Paramount. David Ellison then installed Bari Weiss as CBS News Editor in Chief and bought her company The Free Press.
David Ellison, the technology heir son to Larry Ellison who controls Paramount, the owner of CBS, is poised to complete a $111 billion purchase of CNN’s parent company Warner Bros/Discovery as soon as July 2026.
Billionaire Oracle founder Larry Ellison now directly or indirectly controls and influences: Twitter, TikTok, CBS and CNN.
As noted by Israeli Prime Minister Benjamin Netanyahu in September of 2025, control and influence of TikTok and Twitter was the #1 and #2 most important strategic geopolitical interests of the government of Israel. These were Prime Minister Netanyahu’s own words.
Billionaire Larry Ellison is a very strong supporter of the Netanyahu government.
PREDICTION: If Marco Rubio stays out of the 2028 race [big ‘if’], then all of the Larry Ellison holdings will be used to promote or position Florida Governor Ron DeSantis over Vice-President JD Vance.
The Israel -vs- Qatar narrative is based on an anti-Vance operation. Prepositioned politics.
[My ‘out there’ suspicion is political narrative control is the entire reason Twitter was purchased]
Talk about three dimensional chess!
Genius level finance!
I get excited on Thursdays as it is 20% of for seniors day.😉
Great stuff, and thank you for the education.
🥂
I believe you have nailed this one Sundance. This is essentially an Anti-Vance coalition. You can sense it on their media and broadcast platforms already. Either DeSantis or Rubio are their guy. If neither looks viable I would not put it past them to support a Democrat candidate. They are all essentially Liberals anyway, although Musk may be an outlier.
Hell fire and damn nation! I’m planning on supporting Tusi Gabbard for President.
Ditto
Nothing “they” do will make voters like and trust DeSantis. The more he campaigns the less that he is liked.
A not to be trusted person.
On edit…no true MAGA Trump supporter would ever vote DeSantis after he hid out during FBI raid
I’d like to remind everyone that Marco Rubio is an anchor baby and not qualified as such to become the President.
This was established here in NH the last time he ran for President.. that he knew this and ran anyway we felt really said a lot about him as far as his character.
Now, having said all this, he’s done an outstanding job in the Trump Administration but that doesn’t change all these facts.
It seems so strange to me that so few people today do their homework about where all these people in politics were born and then read their Constitution.
This is more critical to do than ever today.. I point you to Ugandan born Mamdani for example.
Rubio was Born in Florida
What is the definition of an Anchor Baby?
Of non citizen parents making him not a natural born citizen.
This has already been ignored with obumbler but rest assured that it will not be ignored when it is a republiCON.
But we’re his parents citizens?
They became naturalized citizens after he was born.
False, false, false.
Rubio fully meets constitutional requirements under Article II, Section 1 of the U.S. Constitution.
He is a natural-born U.S. citizen. His parents were Cuban immigrants and legal permanent residents (green card holders) at the time of his birth (they naturalized in 1975). Under the 14th Amendment’s birthright citizenship clause, anyone born on U.S. soil is a natural-born citizen (with narrow exceptions that don’t apply here).
Please keep up.
so if the supreme court says birthright citizenship stays.does that clear the way for rubio to run?
No, because the Constitution is clear as to what the requirements are to be the President and this has nothing to do with birthright citizenship.
Constitution is clear on a lot of things yet it matters not.
You are right mycroft but at the end of the day, who’s problem is this? or who’s fault is this?
God gave us brains and the Founders gave us rights and the 2A and we’ve used neither- so here we are.
We get the government we deserve is a real thing.
The Constitution is clear……must be a citizen child of two US citizens.
This was completely ignored for installing Obama.
Thank you 👍
Twitter was losing a lot of money. My recollection is that Uncle Sam was covering some of it. Twitter was the bigger it gets the more it loses. There cannot be much that has changed. X has the same dynamic. There must be a lot of money to be made by forcing your candidate to be President. Space X lost money last year. GROK has to be a capital sink hole right now. Boring is underground and cannot be making money. It boggles my mind.
With No EOs turned into law, the minute President Trump is gone, we go back down the rabbit hole. DeSantis is poison.
But with President Trump gone and the SAVE ACT not passed. It will be over very quickly. It will just be a matter of a slow boil or the Big Ugly.
Bitcoin was created by a mystery man named Satoshi who has Trillions in the Early Bitcoin. If that mystery man is the Deep State funding X won’t be a problem.
Can you imagine the Social Score you have on X from what you read and what you post? I hopefully will be able to meet some of you in the gulag.
Twitter was losing a lot of money because Sundance we here telling us all about Jack’s Magic Coffee shop and people were dumping Twitter..
Looking back, people were really beginning to wake up back then because of the reaction to Donald Trump running and gaining momentum. The start of the #Walkaway movement had begun long before it was named by Brandon Straka and then became a movement.. Twitter and what Jack was doing with the enemy camp was a part of all that.
My point here is that Twitter did all this to itself because it went so far left, so totally unabashedly that we’d all be nuts to stay there, people were bailing in huge numbers.
MIGA masking as MAGA.
And enriching themselves along the way….
Warning to the sweet, curious bunny above…
Do not enter. Run, run away.
We have all ventured forth and know how dark it gets.
(Bookmarked.)
Is that the same as going Woke!
The deeper we go into the rabbit hole, led by our intrepid Treehouse landlord, and indersfand, the more terrible it is to contemplate
And now that we’re down here it is even more terrible to look around and see what’s down here with us…woke included.
Thank you, Miss B for your timely medicine!
I read Sundance’s post, and it REALLY hurt my head on this outing.
Given his track record, I am VERY not inclined to think otherwise on his contentions….
Ronald D is a fabulous governor. He was born for that role, but he, and just about everyone else in the stable, comes with strings attached at the national level
If we can’t trust an African-American like Elon, what do we have left????? 🙁
Yet another interesting promotion.
Good deep dive, Sundance. I remember your previous deep dive, (2020?) on Desantis and how he was connected and funded by the Sea Island Group and all those billionaires. And we know it’s his wife who was measuring drapes for the White House; she’s the push behind the man. It will be another BIG NO on Desantis.
And why do they prefer DeSantis over Vance?
Vance is a scary unknown unknown. He came from nowhere. He is manufactured, just like Obama was. He has divided loyalty because of his India connection. MAGA will disintegrate if he is the candidate. He is a charlaton. He is preachy without having the gravitas to be preachy. He gives off a Sunday morning televangelist vibe. He hated Trump/MAGA then loved Trump/MAGA.
He’s team Thiel. There appears to be a rivalry
among the technocrats
Sea Island doesn’t like maga.
Ah – Duh?!
There is nobody out there with Sundance’s amazing brain power to figure out all this high finance and connect the dots. Even at that, I confess that my own mind is boggled by the sheer immensity of these transactions- talk about 4-D chess!
There are authors on Substack (Elizabeth Nickson is one of them) and American Thinker (Andrea Widberg) who write about politics and they do credit Sundance for doing the research and deep digging that only he seems capable of doing.
I have always felt privileged to be part of the fellowship of the Tree House because there are so many amazing and wonderful people who come here to share their experience, strength, hope and information.
DeSantis realizes he doesn’t have MAGA creds – but he’ll have rino support from the repuke party along with anti-DJT voters.
Vance will not carry the MAGA banner.
Jeb Bush lost in NH because Maine is our neighbor that we border, that we all know well here -and the Bush RINO family has been a pox on the state since the crooks came to town over a century ago.
Look at the results of the most recent election in Maine Sundance, once again Mainers just crashed and burned another scumbag Bush trying to get his foot in the door.
In 2016 we were seeing up close and personally what was to become the fall of Maine because of the Democrat takeover that we all can see clearly today, it’s all been downhill from there- we knew this was happening because of the RINO problem.
Because of the Sununu Dynasty that NH has been plagued ourselves with, which is ALSO connected to the Bush Dynasty, we CANNOT STAND these people.
Never Sununu is a thing here and that extends into Maine with Never Bush.
I can tell you precisely why Jeb lost: Because we work so hard to rid ourselves of this friggan deeply rooted RINO Trash which we’ve known about since before it was a thing.
Hello NHnative. I recognize you from your postings at granite grok. I moved from NH to Maine and we sadly are regretting it. It will be interesting to see if the people elect a nazi and a DSA congressman here in the second district. Great location. Few jobs and an overwhelming taxed state to fund the somali land pirates.
Good News: with the Twitter debt swap, Elon can never lose ownership of Twitter via Bankruptcy and controls it entirely.
Bad News: Elon controls Twitter entirely.
Still, better the devil you know then the one you do not.
I don’t trust him any further than I can throw him, but others would certainly be far worse.
👁️👁️ Does he really…? 🤔
Elon Musk has always been a liar and a fraud. Free Speech was never the purpose of Twitter/X.
So, without Rubio in the race our pre-positioned illusion of choices for ’28 are going to be Rob DeSantis, or James Donald David Bowman Heller Vance.
Lovely…
Elon may not pass our purity test but the President wouldn’t have won without him and he’s been of great help to the right.
Elon is the wealthiest man on the planet, do we want to work with that or against it ??
“Never look a gift horse in the mouth” comes to mind here.
For the eleventieth time… There exists exactly ZERO evidence that Elon Musk had anything to do with President Trump’s win. It was only after the internals showed the Trump campaign easily winning over Kamala, that Musk hopped onto President Trump’s coattails.
His wealth is irrelevant, and I look at everything before I accept it. “Gift horse” or not.
Thanks for this analysis. I met Ellison one time. He looked me in the eye and said “Who the f#ck are you, and what do you want from me?” I said “nothing,” and got up and walked away.
Too bad he can’t recall his beginnings. Got paid to develop d base for government and government let him keep ownership!! That’s our federal government.
Next he was virtually losing his company and met a man down the hall who arranged $500k funding.
Luck has been good to him and he should remember that fact and try a little humility.
“If Marco Rubio stays out of the 2028 race [big ‘if’], then all of the Larry Ellison holdings will be used to promote or position Florida Governor Ron DeSantis over Vice-President JD Vance.”
Good grief.
Can’t it be Rubio/DeSantis, if anything at all. UGH!
I can’t get with JD at this point. He’s a cuter version of that smart mouth Sen. from LA, Kennedy, same shtick.
Both very “FOX’ified, if you get my drift, which makes them both fake political actors.
DeSantis is 100% Foxdified and totally with the establishment. I know him and worked on his campaign. He WILL run but shouldn’t be our candidate. It will be interesting to see who President Trump backs…maybe none of this pack.
But God…..
DeSantis has the stink of losing once, and badly. Not sure that will work. He’s not likable, and the “competence” argument can’t overcome that.
But he looks good in cowboy boots…
Very interesting. I wonder how the current political storm brewing between the Trump administration and Congress will play?
Too bad the VP’s fraud unit won’t investigate the financial holdings of our corrupt Congress critters.
Larry Ellison is downright evil. His dream is an AI surveillance state & he’s working hard to create it here.
One rather important outcome of Musk buying Twitter was that it removed Twitter from operational control of whoever on the Left was pulling Jack Dorsey’s strings.
When the Left lost the ability to control Twitter, it lost a huge leverage asset.
True. But I’m not convinced the other end of that Twitter pipeline changed ownership yet.
[Enter, Palantir] 🙁
I might be getting trolled, but I do like Marco Rubio. Vance I would settle for , of course, but I’m not sure a “nice guy”, albeit competent, is what the electorate is seeking rn. Me thinks Trump knows this. He will put them both in the cage to fight….my money is Rubio wants it more, this is just my impression.
My ultimate fighter is Steve Miller, that would be amazing, so I’m extreme in nature. Love trump, we so need more fight, not “lock them up”, that shit is boring, I just want access shut down. Announce “no income tax if you elect the GOP”, something that will change the game. Fight for it.
We can win, but damn, so many fair weather friends, if I were Trump I’d be going all in on a “f you” agenda.
Vance is not qualified for President. The only qualification he has is he’s Trump’s VP, which is a flimsy reason. Few VPs have been President and those that have have been terrible. His background et al has been tailored to meet so called conservative principals. He’s the Republican version of ‘Obama’ in many ways.
As for DeSantis he is the choice of the Bush wing of the Republican party. DeSantis makes favorable news when tackling ancillary cultural things like DEI, working with ICE or restricting AI data centers in Florida. Items which register with the voters but the more important items that will effect Florida residents are not discussed. DeSantis took office in 2018 and starting in 2019 Florida DMV was required to follow the Motor Voter law where voter registration was given out to anyone getting a driver’s license or ID. At the time getting a DL or state ID only required proof of where one lived, a utility bill sufficed. This law was not curtailed until 2023 when DeSantis signed into law stricter ID requirements for people getting drivers licenses. Coincidently DeSantis was planning on running for President in 2024, self dealing here by chance? Speaking of running in 2024. Florida had a law that if a state politician, like the governor, was going to run for another office they had to resign in order to run. DeSantis and the RPOF changed the law to allow DeSantis to run for President in 2024. More self dealing? DeSantis is proposing abolishment of property taxes in Florida which is a great idea. but he isn’t addressing a financial mess lurking in the shadows. A mess DeSantis nor any Florida politician wants to discuss, the $40 billion unfunded liability for optional pensions offered to state employees. That is a pension in addition to their regular pension. DeSantis recently signed into law tighter voter ID laws, but the kicker is they don’t go into effect until January 2027. They will not be in effect in the 2026 midterms. And who is planning on running in 2028, when the new law is in effect? DeSantis. More self dealing legislation?
And remember on February 28, 2023 DeSantis was at a Books a Million book signing event and had security escort all Trump supporters off the premises.
DeSantis is positioning himself for another run for President in 2028, he has created a good facade for the party base, but behind the scenes he has shown that he is another career politician willing to bend the rules or change them for self advancement.
IMO neither Vance nor DeSantis are the best choices for President in 2028. Another candidate can come out and run for President in 2028. We should not allow the usual players such as corporations, large donors, the political class etc. pick candidates for us. More reason we the voters need to get involved with our local and state elections. The 2028 election is not the important one at this point, the 2026 midterms are.
I think Rubio should get his legality to run for President established early before entering the ring and get it officially recorded. I would like him to run and win if he does. I do not see anyone else but Rubio and Tulsi Gabbard at the moment to carry on the work President Trump has started.
Perhaps there is a dark horse in the wings that we do not know who will throw their hat in the ring and is America First. Much like President Trump was in 2016. Rubio is the only person I see that has the same energy as President Trump right now.
Sundance must have some amazing whiteboards to track all this.
How about Tulsi/ Sundance 2028? 😃🎉 just dreaming.
All this high finance stuff is making my head hurt.