Sharing ideas about AI, equities, Bitcoin, real estate, and bond markets. Not giving out any financial advice, just my opinions.
Mississauga, Ontario
Joined April 2017
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The 34-50 EMA ribbon acts as very strong support/resistance for $BTC. We have just retested the support from above, let's see what happens next.
It's pretty obvious that Elizabeth Holmes isn't as neurodivergent as she is pretending to be, or else her Theranos device (Edison) would've worked.
The other founders on the spectrum got their ambitious ideas working (Elon Musk, Dario Amodei, Alex Karp, etc.)
As SpaceX continues to accelerate technological progress, this will become obvious to everyone.
Gold will be impacted my asteroid mining long before Bitcoin is impacted by AI or quantum computers. Moreover, Bitcoin can always be patched, unlike gold.
This is the hill I am willing to die on:
Asteroid mining will be a bigger threat to the price of gold than quantum computing will be for bitcoin.
The entire fiat system depends on cryptography. $BTC just needs the network consensus to copy what the fiat system does.
There is no way to protect gold deflation from asteroid mining abundance.
AI Power Rankings - October 13, 2026
1. Claude Opus 5.5
2. GTP-6 Astra
3. Gemini 4 Argon
4. Muse Wonder Full
5. Kimi K3
6. Grok 4.7
7. GLM-5.3
8. Qwen 3.8
9. Deepseek V4.1
10. Mimo-V2.6
Muse Wonder Full has great benchmarks, but it doesn't stack up to the top 3 in my tests.
Anthropic stated that it has made it much more difficult to distill it's models. The Chinese open-source models are slated to be released before the end of the month, let's see if the barriers to distillation have any impact on their performance.
AI Power Rankings - September 2, 2026
1. Fable 5.1
2. GTP-5.6
3. Kimi K3
4. Grok 4.6
5. GLM-5.3
6. Qwen 3.8
7. Gemini 3.7
8. Muse Spark 1.2
9. Deepseek V4
10. Hy4 (Tencent)
Kimi K3 had the biggest jump on the latest list, as they went from 10th to 3rd in the rankings. Keeping that in mind, Hy4 by Tencent debuts at rank 10. Let's see what the future holds for them.
There are a ton of releases set for September. It will be interesting to see where the rankings stand a month from today.
OpenAI's 700+ math solutions didn't have a single one pertaining to cryptography.
Cryptography has implications for banking, passwords, and cryptocurrency. I wouldn't be surprised if Uncle Sam told them not to publish any cryptography related solutions.
The same day $BTC drops 3% and the US government moves half a billion dollars of Bitcoin.
I am still long Bitcoin, but keep an eye on AI progress on cryptography.
The U.S. government continues to move funds, transferring another $566M over the past 10 hours, including 4,632 $BTC($384.5M), 119M $USDT, and 750 $WBTC($62.34M).
teapawt.org/lookonchain/status/210…
I used to be a huge fan of TMZ. Even though they were labelled a tabloid, they were able to get us reliable news before anyone else.
Now, all they put out is nonsense like this and AI histeria. I can no longer support them. I can't wait for them to join Gawker Media.
People have 2022 fresh in their minds. The reason the market slumped while rates went up in 2022 was due to the rate at which Treasury yields went up. Historically, rising rates indicates a booming economy.
If you compare the $SPX to the US 10-Year yield from the mid-50's to the mid-60's you will see that the stock market went up long with the yield.
As such, current yields are a terrible indicator for the state of the economy. There are other recession indicators that are more useful like consumer expenditure.
One of the best robotics company will soon be releasing Hark. Everyone should keep an eye on this.
Hark launches this week. The first 100,000 sign-ups get a paid plan for free
I don't do anything without Hark anymore. The team has obsessed over every detail, and it shows. Can't wait to see how you all use it
Join the waitlist: hark.com
McDonald's will try everything except lower their prices. That CEO who doesn't know how to bite a burger needs to be fired ASAP.
McDonald's pushes AI tools that suggest Big Mac prices based on 'customer willingness to pay' trib.al/iX55aTV
I don't remember Canada voting Conservatives to power, but I'm not complaining.
Lavan Pathmanathan retweeted
Canada is making ~66% of capital investments immediately deductible through a “Productivity Mega Deduction”
This makes Canada’s average Marginal Effective Tax Rate (METR) for companies a third of what it costs to do business in the US
So let me get this straight: Google achieves RSI first, and now the leadership of OpenAI, Anthropic, and xAI care about the pace of AI progress?
AI Power Rankings - September 2, 2026
1. Fable 5.1
2. GTP-5.6
3. Kimi K3
4. Grok 4.6
5. GLM-5.3
6. Qwen 3.8
7. Gemini 3.7
8. Muse Spark 1.2
9. Deepseek V4
10. Hy4 (Tencent)
Kimi K3 had the biggest jump on the latest list, as they went from 10th to 3rd in the rankings. Keeping that in mind, Hy4 by Tencent debuts at rank 10. Let's see what the future holds for them.
There are a ton of releases set for September. It will be interesting to see where the rankings stand a month from today.
Sometimes the charts speak for themselves. Zoom out to see the big picture. What do you think bitcoin:native does from here?
Somethings in life are stupidly genius. This is one of them.
My friend might legitimately be Type C. I watched her type a bunch of random letters as a new password and said, “You’re never going to remember that.”
Her: “I’ll just hit forgot password.”
Turns out she only uses suggested passwords and does not know a single one of her passwords. Just “forgot password” and vibes 
Conservatives want to hate Carney just because he is the leader of the Liberal Party. In reality he is the best Conservative politician Canada has had since Harper.
This is the thing about constructing your entire self-worth on your intelligence.
If you are not that clever to begin with, you will be wrong a lot, and you won't be able to come to terms with the cognitive dissonance.
