And the worlds best GP has allocated some into your 401k just in case it takes off. Thanks Satya Nadella

Welcome to liquidity games 2025

Reminder that BTC is simply "one of the last functioning smoke alarms" of liquidity. What BTC has done since October 6 is simply warning that another 3q22, 1q23, & 3q23 has begun (DXY up, stocks down, bonds down, until more liquidity comes once UST market dysfunctions again.)

Don't try to trade the end of a 100-year debt cycle & massive currency system shift

Treasury Companies are starting to sell their coins. This is good to see. The forest fire of bad ideas needs to sweep through and clear out all of this dead wood.

The rational move is to sell NYC real estate and buy BTC.

Zohran is many things (and imo his policies will not work). But good lord, at least he's not old.

Boomers with 17 paid off properties watching you take a 50-year mortgage

Alaska State Troopers recently helped briefly shut down the Alaska Highway after a small plane made an emergency landing on the highway. The plane was able to take off a short time later. Just a normal day in Alaska

Happiness is temporary

Slowly, then all at once: • Nancy Pelosi announces her retirement • Warren Buffett says he'll no longer write the Berkshire annual letter • Michael Burry announces closure of his fund • The White House says last month's job report will likely never be released • Bitcoin

.Jordi Visser’s Bitcoin IPO moment thesis can be understood as Bitcoin losing its illiquidity premium

I need goals and direction. Tell me the hardest things you do in your daily life.

Wonder why ZCash is showing up EVERYwhere all of a sudden? 👇

I think the majority of societal problems right now are all downstream of housing affordability.

.The Wolf Of All Streets bags are filled. Max pain is…

A truly private asset cannot have a total stock audit and therefore we cannot ever know its true inflation rate. A perfect store of wealth HAS TO BE transparent. If you create the private asset with limited supply, in time it will be coopted and debased. #Bitcoin #Zcash #Monero

Overfit

“Tech” as we know it might not understand how to operate in a non-zero marginal cost environment