write that down

Joined March 2022
fine, steady lads.
Buying at the power law floor price of BTC has never had a negative return outside of 2 months.
13
Three things I don't love about the current market set up: 1) Hyperscaler credit spreads have broken above their July (Leopold Liquidation) wides (chart below). 2) Index momentum has stalled and entered a consolidation. 3) Financials/Staples ratio falling apart.
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54
8
450
38,976
prediction markets felt like gambling but now it feels more like a market
8
🐐
This will never not be funny
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Seems pretty notable that despite all of the pivots to AI from miners, hash rate for bitcoin is quietly almost back at record highs
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158
25
1,842
87,235
fud
I should cause a credit event to get cheap GPUs
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wife wants landscaping worth $10k 🥲
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1
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Bitcoin stores it efficiently at scale.. that’s the whole thesis
Arguably the single best measure of real economic output is electricity production - it correlates nearly perfectly with real living standards, industrial production, & cannot be stored efficiently at scale. So how is China bigger than the US & EU combined?🤔
18
victory lappin passive is dead is crazy work
Well, well, well… maybe change is in the air…
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the nerds are circle financing quantum talks
13
Software is eating the world and AI devoured Crypto
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Cooper Flagg is a different breed.. didn’t even have to get mins against Indiana
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Monitoring the AI’s bent
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oh you thought you could make a crypto hedge fund?
1
18
no, it's not easy they're pitching them as preferred
9
it’s cheaper to gamble on the games than watch the games
1
47
👀
Replying to @modusbyte
$AKT is getting a hypenomics face lift
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throw $10k at these solid ROI back to ATHs
$dot and $atom running is interesting proof of stake was good tech
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$dot and $atom running is interesting proof of stake was good tech
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