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Shawn
4.8K posts
Shawn
@thisgatekey
Dread Pirate Roberts Researchooor. Sharing thoughts into the void.
Beigetreten Eylül 2011
863 Folgt438 Follower
High performers are rare. In most rooms, they feel out of place. Too intense. Too hungry. Too much. But when you put them around others like them, they come alive. Not because they need competition. But because they finally feel understood. Ambition multiplies in the right environment.
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The international energy agency is warning people should take fewer flights, fewer cars and more remote work.
They reckon this disruption is going to be historic.
#news
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Shawn retweetet
Friendly reminder that AI will never be worse than it is right now.
If you assume any rate of improvement over any reasonable period - learning how to use it becomes your #1 priority.
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@TylerDurden Gemini is solid for images, Grok for research
Claude is just a different beast entirely
Simple answer: If you have a business it will enhance it, same with life optimisation just a fantastic product
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@DudeWhoInvests Gold purchasing is future hedging
Gold selling is present hedging
Depends on your timeframes
If you buy gold (or any hard asset) when it’s unloved you will do well over time
End of story
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Makes LITERALLY ZERO sense. GOLD the hedge for geopolitical instability is crashing in the face of geopolitical instability. Can’t make this up.
The Kobeissi Letter@KobeissiLetter
BREAKING: Spot gold extends its selloff to -$400/oz on the day, now trading at $4,500/oz for the first time since February 2nd.
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QAM
1/ Announcing the winners of the @Solana Agent Hackathon! 🤖
1st ($50,000) Prize | @DegenDomeSolana
2nd ($30,000) Prize | AgentOS by @0xbraindeds
3rd ($15,000) Prize | @blockhelix
4th ($5,000) Most Agentic Prize | @cludebot
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@thisgatekey Good shout we can definitely do this
I’ll make that the next one
Maybe just a generic business idea could work
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accessibility to information is SPEEDING UP
never before has so much been push down our throats
you may find yourself spending considerable time CONSUMING so much and yet still feel like you are behind on what is ESSENTIAL to know
INFO FOMO
discard it
you have everything you need, all information you need comes to you at exactly the right time
DO more than you READ/WATCH/LISTEN with a ratio of 4:1
PRODUCE before you CONSUME
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How to make winning easy:
→ Go to the gym.
→ Walk more + HIIT workouts.
→ Eat real food.
→ Be an eternal optimist.
→ Get more sunlight.
→ Buy Bitcoin.
→ Take more risk.
→ Become energetic (improve metabolic health).
→ Have irrational self-confidence.
→ Never stop trying.
→ Stop caring about others' opinions.
→ Start doing breath work.
→ Never doom.
→ Know your worth.
→ Put real effort towards achieving a goal.
→ Be honest with yourself.
→ Don't take life too seriously.
→ Be more spontaneous.
→ Stop watching the news.
→ Find something you truly enjoy.
→ Use Notebooklm + Gemini to do deep research.
→ Take action.
→ Stop having limiting beliefs.
→ Believe you're the luckiest person in the world.
→ Follow @hooeem to learn more about AI, going viral, and how to turn screen time into cash flow.
→ Follow @digiii to become a delusional optimist.
→ Follow @conductr_ to improve your mindset.
→ Follow @rektdiomedes for crypto/macro updates and gym/lifestyle advice.
→ Follow @basedethos for breath work.
→ Follow @metabolic_print for metabolic supremacy.
→ Follow @NEVERDOOMPRO so he can brainwash you to believe in yourself.
→ Follow @vivereveritas to become a white-pilled giga chad.
→ Follow @thebeautyofsaas for a blueprint to becoming successful.
Congrats! You're ready to receive an unlimited amount of W's.
WE'RE ALL GONNA MAKE IT BRAAAAHS
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@rektdiomedes It gets worse before it gets better
Logic prevails in the markets in the end
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Just got done with my daily steps-maxxing...
Found myself ruminating on three main things re: markets over the next 6 months:
1) Does the Israel-Iran thing continue?
and become an ongoing issue like Russia-Ukraine did?
Or does it just quickly recede and be forgotten like so many other similar events over last few years?
2) Does Warsh actually come in and slash interest rates dramatically in May?
This is what Trump says Warsh is supposed to do, and the anticipation has been building up for almost a year now...
But who knows man...
DC and the Trump admin are both such a mess that one can really see all sorts of things happening at this point...
And then...
3) Does polling for the mid-terms get increasingly worse for the GOP?
And does this spook markets?
My supposition has always been that rates move markets uber alles- and if Warsh does slash rates that almost guarantees a bull market for risk assets...
Since it will 'un-freeze' the $38T in US home equity...
and every 50 year old 'Cardano dad' will suddenly have an 80k HELOC or 200k cash-out refi to throw into the markets...
HOWEVER... if it looks like Elizabeth Warren and Maxine Waters and AOC and co are going to be in charge of the House (and maybe even Senate)....
Then I could see stonks getting positively rattled and not performing that well...
And that negatively hurting crypto as well...
So yeah...
Anyway...
Exciting times to be sure lads :)
What do ya'll think?
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@bowtiedstocks A friend of mine who works there told me in a State of the Union address the coal isn't making any money and the copper and silver offshutes of the production are barely making the business profitable
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A mate in the know tells me the BHP Brisbane office is now a zoo full of DEI hires and women gossiping about garbage
Not that there’s anything wrong with that
BHP will continue to print cash zoo or not - commodity super cycle !!
BowTiedStocks@bowtiedstocks
Apparently 43% of all BHP $BHP.AX staff today are female Good or a bad thing ? Does it matter and do the shareholder returns care ?
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@failuredril556 I appreciate the honesty of this post Failure
People are not sitting with the second order effects here and that is apparent
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Trump is writing like a man who is not fully committed to combat.
The IRGC knows who they are at war with, and at a glance, the observer can tell they are fully committed to winning.
These back-to-back destructions of critical energy infrastructure sites are fucking diabolical. It will take an amount of time that is difficult to fathom to recover and rebuild. The world has forever changed in 18 days of combat. Prices are irrelevant during shortages, and the amount that this is not priced in is.... quite frankly... infinity.
As an American, it is difficult to announce that we will lose this war. But the opponent our leaders selected was an expert and fully committed, unlike our leadership. It is unfortunate, but the next war will be to throw the chains off that dragged us into this mess. And it is now unavoidable, and due time will prove this to those who hold doubt.
This sucks.
QatarEnergy@qatarenergy
QatarEnergy Statement on Missile Attacks on Ras Laffan Industrial City QatarEnergy confirms that Ras Laffan Industrial City this evening has been the subject of missile attacks. Emergency response teams were deployed immediately to contain the resulting fires, as extensive damage has been caused. All personnel have been accounted for and no casualties have been reported at this time. QatarEnergy will continue to communicate the latest available information. #Qatar
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I hate to break it to you, but what is about to happen with this energy crisis is the exact type of reason why world wars actually start.
If you don't have enough energy for your economy to run, nor enough food to feed your population, you will fight to fix that out of sheer necessity.
This entire situation with the Iran War is a mess, and extremely dangerous.
Nina Schick@NinaDSchick
Very bad for Britain, which is uniquely susceptible. 1/ The Iran war sent British wholesale gas prices surging — up nearly 90% in a month. This hits Britain with unique force because the nation remains 75% dependent on fossil fuels for its primary energy needs. 2/ As gas sets the marginal price for all electricity, a spike in the Middle East becomes an immediate, unavoidable tax on every British business and household. 3/ The reality is crushing. Analysts warn of household bills hitting £2,500 if the Strait of Hormuz remains closed for more than six weeks. 4/ As energy-driven inflation surges, hopes for interest rate cuts have vanished. Britain is now servicing a £2.9 trillion debt mountain with £114 billion of interest expected to be paid this year. That’s nearly double the nation’s entire core defense budget. 5/To make matters worse, Britain has no supply buffer. Westminster based its storage needs on optimistic assumptions of frictionless global markets. It has a maximum gas storage capacity of just twelve days. Compare that to Germany’s 89 days, France’s 103, or the Netherlands’ 123. 6/ Unable to stockpile, Britain is forced to buy gas at the worst possible moment. European gas futures have already surged above €60 per megawatt-hour, roughly six times the US price. 7/Britain’s main gas provider, Norway, is at maximum capacity, and Qatar (the UK’s swing supplier) had already declared force majeure, halting shipping after the unprecedented shutdown at Ras Laffan. Now, missile attacks on Ras Laffan, and threats by Trump to pull out of the Strait of Hormuz.
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