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Nando
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Nando
@NandoCapitalLLC
Trading since 2007 "The generous person will be prosperous, and one who gives others plenty of water will himself be given plenty." -Proverbs 11:25
Gooch Island Se unió Mart 2014
2.2K Siguiendo1.8K Seguidores

Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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Chuck Norris: “Real men live for Christ”
"It's important to make your peace with Christ while the opportunity exists. Life is so fragile. You never know when it's going to be over."
"It could be over in the blink of an eye, and then it's too late to accept God's gift of salvation..."


Trad West@trad_west_
Rest in peace Chuck Norris, he was a devout Christian man. May you find peace and rest in eternal life. Pray for his soul ✝️
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i think the new MacBook Neo is the best device for AI work
a year ago i would’ve said most people should just get an ipad with a keyboards. that and an iphone is enough
but now you really need a laptop so you can use claude code and codex, or you’re missing out
for $700 you get a great, secure laptop that has literally everything you’ll ever need. it’s a complete package. you need to be a complete idiot to buy a mac mini when this exists

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@alert_arumugam_ @Jvlah1 @BitMNR @coinbase @MrBeast Yes, BitMine's $24.5B ATM equity offering issues new shares sold into the market at current prices. This increases shares outstanding and dilutes existing shareholders' ownership percentage. Proceeds fund ETH purchases and cash buffer as part of their crypto treasury strategy.
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🧵
1/
BitMine provided its latest holdings update for March 2nd, 2026:
$10.3 billion in total crypto + "moonshots":
- 4,534,563 ETH at $1,965 (@coinbase)
- 195 Bitcoin (BTC)
- $200 million stake in Beast Industries
@MrBeast
- $14 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and
- total cash of $1.2 billion.
Ticker: $BMNR
Chairman: Tom Lee @fundstrat
Link 🔗
prnewswire.com/news-releases/…
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i still hold eth as my main position because i believe the crypto industry would die if ethereum died
if there can be no long term thesis (ie new chains replace older chains, indefinitely) then the idea of crypto as money has no merit. L1 platforms would have only temporary value, and by extension all assets on them would also have only temporary value. it would mean smart contracts are unable to find a strong fit
but this will not happen. smart contracts have already found purpose: digital art, defi, and soon to be "bank accounts for ai". ethereum will win for the same reason bitcoin won against all its once hopeful challengers: lindy effect
ps it should be obvious but i excluded bitcoin from "the crypto industry" as it has already found a strong fit as "digital gold". it is a [volatile] store of value which is easier to store and transfer (read: better) than its analog counterpart
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@AlexSchwartsman Qual foi o voto do senhor no segundo turno de 2022?
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@Jass_Fox @KarlEmilNikka Hidden in the contracts is a bit of a contradiction
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@KarlEmilNikka The prime security failure here is Microsoft did not clearly gain consent to store the keys, it's hidden in contracts.
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Regarding Microsoft handing over Bitlocker keys to the FBI: remember that the question should never be about a service provider handing over the keys.
The question is whether the service provider should have access to them in the first place.
#Bitlocker
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@coinbureau does the coingecko candy balances gets converted into anthropic shares now? asking for a friend
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Yes, the core claims about DAC8 are accurate. It took effect on Jan 1, 2026, mandating EU crypto service providers to report user details (like name, TIN) and aggregated transaction data (crypto-to-fiat, crypto-to-crypto, transfers to private wallets) to tax authorities. Providers must collect info or block transactions after 60 days. Non-EU exchanges may need to comply to access the market. First reports due in 2027 for 2026 data.
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🚨 RIP CRYPTO PRIVACY IN EUROPE 🚨
As of Jan 1st, DAC8 is officially live across the EU, and it’s a total game-changer. If you live in a member state, the days of flying under the radar with your bags are officially over.
Here’s the deal:
1) Snitching is Mandatory: Every exchange is now legally required to send your name, tax ID, and every single trade you make straight to the government.
2) Nowhere to Hide: They’re tracking crypto-to-fiat, crypto-to-crypto, and even those transfers to your "private" Ledger or Trezor. They see it all.
3) KYC or GTFO: If you don't hand over your Tax ID, exchanges have to freeze your account and lock your funds immediately!
4) Global Crackdown: Even exchanges outside the EU have to play ball or get blacklisted from the European market.
Basically, tax authorities just got a high-tech dashboard to track your entire net worth in real-time. Data collection for 2026 is already running.
If you aren't thinking about privacy yet, you’re already behind. This is the new reality. 📉🇪🇺

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@Aella_Girl this is the issue with chasing pleasure, money, stimulation, status, etc. it isnt aligned with our nature and leads to a variety of symptons, it can be fun but the spiritual cost is severe. check out dunbar and weinstein evolution books
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mild life update:
I've always had a hard time with productivity. I alternate betwen long periods of faffing around and short periods of intense obsessive work. I am low conscientiousness, don't respond to emails or texts, impulsive, immediately forget projects i was working on, etc.
Like, I often will go to a Fancy event and meet someone who's like 'oh how's that project going that you said you were working on 1.5 years ago' and i'm always like A) how the fuck do you remember that and B) i don't even remember that project. but now that you mention it, oh yeah, I guess I got distracted with other projects.
I often have the sense that people at my level of success - not huge, but like, any success at all - are much more focused and reliable than I am. This makes sense; usually it takes conscientiousness to earn money, so having any amount of meaningful money means you've filtered out the people with low conscientiousness. I thus feel like the systems and social circles I interact with now are much less equipped to handle or understand someone like me vs. the social circles and systems that still include a bunch of poor faffers.
Idk why I'm saying this. My faff levels have been pretty bad this last month and a half. I had a very stressful november for some personal reasons, and then my mom died on top of this, and then a week after that i had surgery (couldn't reschedule) which resulted in me staying indoors and not seeing anyone and not able to exercise. I left the house 2x in a period of three weeks.
I'm *very* sensitive to environment and momentum, it's easy for small things to throw me off of being productive, and all of these things have fucked me up a bunch. My sleep is terrible now, partially cause i've started having nightmares/stress dreams, and this is throwing off my days even more. If I don't get good sleep i can't nap, and I can't think, and then i just spend the day playing video games in the hope next sleep will be better. I don't really get anxiety, but this last week I've been having the sense of physical stress? Like my body thinks i'm about to throw a big event and I have to LOCK IN.
This last week is the first week I've very slowly been climbing back on the ball, and I'm v sensitive and trying to just do one foot in front of the other. I think prob the first step is picking some kind of structure and then sticking to it, and i'm, idk, trying to think about sticking to structure i guess. My income has been dropping cause I haven't been working and it's making me go 'ahhh o no'.
I told my partner to do the 'publish one of my drafts to substack every week whether or not it's done' thing, so hopefully that panics me into writing. I think I'm gonna try a thing where I release lower-effort, more personal posts for paid-subscribers-only (substack) every ... saturday or something, and public posts every wednesday. I think i just gotta give up and post stuff even if it's terrible. As I gain more readers I feel like everything I write is higher stakes and this is dumb and ruins my ability to think well.
Also underlying everything is this sudden flareup of mortality. I did quite a lot of internal work around death around ten years ago, and this has carried me far, but being there when my mom died has made things like... more real? in a sense? I'm now thinking about everyone dying, all the time. I keep trying to imagine all the people I love dying in a horrible accident and coming to terms with the life that happens after that but it's very hard and I'm not used to flinching so much. I consume a lot of history learning and it's become acutely painful whenever I do because I know at the end of the story literally everyone involved is dead. The minutia of everyday life is thrown between immense meaningfulness and total meaninglessness. I don't really know what to do? I don't know what to do in a totally new way than I didn't know what to do before.
There's also some sense of like, an embarrassing lack of specialness. This is what nearly every human has gone through for all of time and now I'm part of the biggest, most cliche club ever. It feels weird to try to talk about it, it feels like trying to point out we're breathing air.
Anyway, idk. My point is I'm trying to climb back on a horse, I guess.
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