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“jerome, please…” WHEN THE WORLD NEEDED HIM MOST HE VANISHED “i know you resigned. but it’s different this time. we have a pandemic AND a recession AND inflation. just one more gig” “i won’t do it” “nobody else can land this damn plane, jerome!” THIS FALL, THE BLOCKBUSTER

weird netflix just emailed me saying im greenlit to start production?

man who’s entire personality is being afraid of death takes psychedelics

maybe the market is tired of things being annoying

I think this needs a more nuanced take - yes, bitcoin is a risk asset. But something being a “hedge against the dollar” is a different than a “hedge against inflation”. In 2021/22, bitcoin went down as inflation climbed to 40 year highs, but also as the dollar made 20 year

OUT NOW - Citrini on: - the "5th inning" (or 6th) for the AI Trade - Robotics & Teradyne $TER - Semis & $NVDA - "Robot fever" in China - Healthcare & rare diseases - much more! 1/4 Apple 🔊shorturl.at/Y4lqC Spotify 🔊shorturl.at/HQ97w

Going live on YouTube tomorrow. Citrini's update on Robotics & Teradyne: citriniresearch.com/p/robotics-upd… Citrini's first piece on (Humanoid) Robotics: citriniresearch.com/p/thematic-pri… Phase II of AI: citriniresearch.com/p/thematic-pri… Citrindex (new feature): citrindex.com 4/4

Jack is honestly a goated host, I always enjoy speaking with him even if I sometimes say dumb stuff (although my jack-track-record is pretty good so far).

My interview w/ Citrini on Robotics, Teradyne, Semis, and Phase II of AI is out now on YouTube: youtube.com/watch?v=uQZ5V-…

probably 3-6 more months of this part of the cycle, long enough for people to feel comfortable in bitcoin not being a macro asset, then some macro event will matter again for it

the brits have staged a comeback and now the aussies have become the laggard

fine print was actually that steve has to buy drinks for the entire citrini follower base