Bet on incentives.
Moonshots E304, Chamath on Bitcoin: "eventually it gets hacked, and then it goes to zero."
E305, @salimismail: "Bitcoin's gonna do unbelievably well in the future. They'll solve the consensus mechanism because everybody has a huge incentive to do so."
Past 24 hours…
1) a fusion startup claims it made gold from mercury
2) major banks report AI agents accessing customer accounts, acting autonomously beyond user instructions
Meanwhile, my Bitcoin sits in cold storage, becoming more scarce by the day.
MAJOR U.S. BANKS DETECT UNAUTHORIZED AI AGENTS ACCESSING CUSTOMER ACCOUNTS — AXIOS
Major banks, including $JPM, $BAC, $MS and $WFC, are confronting security risks from third-party AI agents accessing customer accounts, according to Axios.
Some agents have reportedly attempted actions beyond user instructions, raising concerns about unauthorized transactions and fund transfers.
Morgan Stanley has begun blocking third-party agents, while JPMorgan, Bank of America and Citi are restricting access.
Banks warn they cannot reliably distinguish legitimate user activity from autonomous AI agents, even when customers have voluntarily shared their credentials.
Dan Oksnevad retweeted
xitter.cf/i/spaces/1aKbdEgWQbQJX
Going live with @thebtcpharaoh at 11 am ET.
Dan Oksnevad retweeted
True North Episode 83: The Frontier of Credit xitter.cf/i/broadcasts/1aJbdEawo…
👀
Hey @grok - I'm curious, which stock closed as the top gainer on the Yahoo Finance gainers page today?
Replying to @Trollstein
Strive, Inc. (ASST) closed as the top gainer on the Yahoo Finance gainers page today, up roughly 15.6%.
Hey @grok - I'm curious, which stock closed as the top gainer on the Yahoo Finance gainers page today?
Dan Oksnevad retweeted
Strive announces upsized IPO of $SATS to $700M notional, priced at $90 per share.
We'll discuss the details in depth on the next @HurdleRatePod, which will be released when the IPO settles next Tuesday.
Dan Oksnevad retweeted
Strive plans to release an 8-k with additional information regarding final warrant exercises and additional Bitcoin purchases tomorrow pre-market open.
Please visit our website for additional information regarding SATS:
strive.com/sats-ipo/
Dan Oksnevad retweeted
Strive is offering $SATS through an IPO available to select investors.
- 15% fixed-rate perpetual preferred stock
- Cumulative dividends paid every business day
- Junior to SATA
INVESTOR PRESENTATION TIMESTAMPS
00:00 - Introducing SATS
01:46 - Executive Summary
18:50 - SATS Improves SATA
21:06 - Dividend and Balance Sheet Strength
27:33 - Performance and Liquidity
30:48 - Bitcoin Thesis
40:26 - Amplification and Risk
$SATS $ASST $SATA
Dan Oksnevad retweeted
We are slowly building out a repository of research @TNorth
In the coming months, expect to find additional deep dives on $MSTR | $ASST, the Digital Credit Complex, $BTC and more.
We want to set the standard for quality. All signal, no noise.


















