Amit
165 posts


@tha_Real_Kumar He will be one of our most dangerous/ creative players as usual
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Gio Reyna has been on the bench for a month since returning from injury. If/when he plays for the #USMNT this camp it’ll be over 2 months since his last appearance for Gladbach. Very interesting to see how he’ll do
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@PrestonPysh no new Bitcoin fundamentals or infinite tech? Everything ok?
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@PrestonPysh @TIP_Network @JeffBooth You should make a TIP album on Spotify and upload these outros. They just hit different.
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This week, @JeffBooth and @PrestonPysh, together with Jack and Nick, present a groundbreaking paper exploring how Bitcoin's discrete block structure may redefine our understanding of time, energy, and entropy, bridging the gap between computational and thermodynamic physics.
Watch here: youtu.be/s7-l7gzm_PE

YouTube

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@CalvinandNOBS They know it's really not illegal, but they don't want to be feeding the habit.
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@davidsenra @patrick_oshag @patrick_oshag himself has stated he was born on 3rd base. His father must have also been born on 3rd base. How did they both turn out so well? Upstanding productive members of society? Instead of the opposite.. What's the secret sauce?
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My conversation with Patrick O'Shaughnessy (@patrick_oshag), founder and CEO of Colossus & Positive Sum.
0:00 The Joy of Championing Undiscovered Talent
2:21 How One Tweet Changed David's Life
5:07 The Upanishads Passage That Shaped Patrick's Worldview
8:34 Growth Without Goals Philosophy
10:40 Why Media and Investing Are the Same Thing
28:41 The Search for True Understanding Through Biography
31:04 The Daniel Ek Dinner That Launched This Podcast
34:28 Making Your Own Recipe From the Ingredients of Great Lives
39:11 The Privilege of a Lifetime Is Being Who You Are
48:25 Bruce Springsteen's Battle With Depression and Self-Worth
53:21 Clean Fuel vs Dirty Fuel: The Source of Your Ambition
57:03 Professional Learners: The Unfair Advantage of Podcasting
1:00:18 Relationships Run the World
1:06:30 The Origin Story of Invest Like the Best
1:08:05 Building Colossus: Why Start a Magazine in 2025
1:14:01 People Are More Interested in People Than Anything Else
1:17:32 Finding Jeremy Stern and Hiring Through Output
1:23:40 Learn, Build, Share, Repeat
1:30:07 The Daisy Chain: How Reading Books Led to Everything
1:30:32 Red on the Color Wheel: Sam Hinkie's Observation
1:37:13 Finding Your Superpower and Becoming More Yourself
1:42:57 Repetition Doesn't Spoil the Prayer: Teaching as Leadership
1:46:02 Life's Work: A Lifelong Quest to Build Something for Others
1:49:51 The Ten Roles Game and What Matters Most
1:57:03 Husband, Father, Grandfather: The Roles That Endure
1:59:48 The Kindest Thing: Tim O'Shaughnessy and Meeting Lauren
2:05:11 Conclusion
Includes paid partnerships.
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The more people keep leveraging long, the more they'll get wrecked.
Watcher.Guru@WatcherGuru
JUST IN: $200,000,000 worth of crypto longs liquidated in the past 60 minutes.
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I believe the market will take either MSTR (enterprise value) below 1x or MSTR stock below its Bitcoin cost basis.
Once MSTR proves to the market AGAIN that nothing happens—the first put date for the convertible note is 18 months away—both Bitcoin and MSTR will rally hard.
Even though I believe the bottom is in, the market will feel max pain in one of those two scenarios.
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All I’m saying is every single time I’ve ever locked into a time duration option I’ve been fucked. The market does weird things and it’s very difficult to predict on any time frame. In nearly all instances, the direction was correct but timing was off. And that’s a bad situation to be in. Buy the underlying and be patient.
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@Bank__28 @_ChaitanyaJ Why are you always so mad? No one is forcing shareholders to hold. They can sell if they are unhappy with leadership.
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₿525 acquired
25.9% BTC Yield
Michael Saylor@saylor
Strategy has acquired 525 BTC for ~$60.2 million at ~$114,562 per bitcoin and has achieved BTC Yield of 25.9% YTD 2025. As of 9/14/2025, we hodl 638,985 $BTC acquired for ~$47.23 billion at ~$73,913 per bitcoin. $MSTR $STRC $STRK $STRF $STRD strategy.com/press/strategy…
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@ProspectsUsmnt You could have a top 3... you could even have a top 1... because right now, we don't have a more in-form player, playing better than him right now.
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@g_rockets @TaylorTwellman @USMNT @stuholden It wasn't our A team out there either, Spanky. We played well.
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@TaylorTwellman @USMNT @stuholden That was Japan’s B team at best. Let’s not get ahead of ourselves here
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For the 1st time under Poch (not against CONCACAF) the @USMNT looked in control, confident of what they wanted to do. It is also no coincidence that for awhile now @stuholden and others (me) have said that 3 CB with 2 🐶 in the MF will help the team balance. The wingbacks as well will thrive. Stay with this and see players in this system until the World Cup. LFG!!!
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Hear me out—
If a large contingent expects the stock to rise on inclusion, then by symmetry, the probability of a decline on exclusion is non-trivial. My informal 50/50 poll supports this; even a 30/70 split still represents meaningful skew imo if the odd is closer to 0/100.
So if you anticipate non-inclusion but remain bullish on the stock, there’s optionality in waiting for the event itself to identify a potential technical low determined by the marginal trading balance from those selling into the panic vs short-covering that occurs around the announcement.
And if there’s enough people thinking like me out there (and that’s a big if)…well you just never know!
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