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Bit Paine ⚡️

Bit Paine ⚡️

@BitPaine

GP / Executive Chairman @ Vibes Capital Management. 🇺🇸

가입일 Eylül 2021
6.9K 팔로잉58.6K 팔로워
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
Sometimes I pause and reflect on the fact that my entire financial portfolio is currently composed of 1) an imaginary Internet ponzi coin and 2) the stock of a company famous for having the largest peak-to-trough drawdown in the history of financial market bubbles, and whose CEO is currently leveraged to the tits on the same Internet Ponzi coin (which he refers to as “the goddess of truth”), and that I consider this a sound financial strategy with a virtually 100% chance of retiring my bloodline.
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Eric Yakes
Eric Yakes@ericyakes·
@BitPaine What are your thoughts on the side effects of statins?
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
Hard even to know where to begin with this. The Lilly gene therapy doesn’t affect “cholesterol.” At all. It lowers circulating LDL, which is a particular form of lipoprotein-packaged cholesterol. The brain - and every other organ in the body - makes all of the cholesterol it needs de novo, and is completely unaffected by this or any other LDL-targeted intervention, which lower circulating plasma LDL by increasing the rate of uptake and clearance of LDL particles by the liver. In fact, even statins - which block cholesterol synthesis in the liver - don’t ACTUALLY reduce cholesterol synthesis in the liver, because the body upregulates it in response. It’s just that when it does that, it ALSO increases LDL clearance from the blood. The science backing LDL as the primary cause of atherosclerotic disease (ie heart attacks, strokes, vascular dementia, erectile dysfunction) is among the most robust in all of medicine. We have more evidence backing this fact than essentially anything else in biology. Literal mountains of it. If you’re going to deny this, you might as well deny that the sky is blue. It’s simply not possible with any semblance of credibility. You are just showing you are retarded when you say it. And the safety of this particular PCSK9-based intervention is well known because there are humans alive with the exact mutation this gene therapy induces, and they are totally fine, without any detectable medical problem. Now, like any gene editing therapy, there COULD be long term risks of off target effects of the intervention itself, which need to be monitored, but no such signal has been seen so far, and any intervention-related question is quite apart from PCSK9 / LDL itself. The sad part is the same people obsessed with weird @bryan_johnson longevity protocols for whatever reason tend to deny these very basic well established facts, but BY FAR the most evidence-backed thing you can do to extend your life and your health is simply get your LDL as low as possible. Most people could take a low dose statin and/or zetia and reduce their risk of heart disease by 20-30% with no side effects. And as has been shown exhaustively, essentially every side effect people report with statins (apart from rare extreme drug reactions) are no more prevalent than with placebo. Meanwhile people are obsessed with fucking microplastics which are probably mostly an experimental contamination artifact and besides have 0.00001% of the evidence of actual medical harm compared with LDL. Epistemological infants.
Guy Swann@TheGuySwann

This is the absolute most insane intervention imaginable. Imagine what happens when they find out cholesterol isn’t the problem and happens to be one of the most important things for our brains… and they’ve made a permanent gene edit to “stop it” Quite the opposite is going to happen of what they think. The medical industry is going to continue to be responsible for more and more deaths and chronic disease will keep exploding. Our arrogance knows no bounds.

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Bit Paine ⚡️ 리트윗함
Rex
Rex@R89Capital·
Crypto is a dying asset class
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Lord TradfiDrake
Lord TradfiDrake@Lord_Ashdrake·
In the end if he has 4-5 months of runway on debt, he will either have to sell more common stock to fund the reserve (diluting existing shareholders of MSTR) or actively sell off #BTC to get dividents. If he sells #MSTR shares, that's the best case scenario, but once he can't sell MSTR shares (if they go below NAV) and he has to resort to selling #BTC, he's gonna be ending up in a nasty doom spiral, the more BTC he sells the lower the BTC price is the more he has to sell. Gonna be fun times when the big 3 AI will wrap up their IPOs (openai/anthropic/spacex) this summer and get included in NQ100, the entire index will be reballanced. Plus all those 3 will suck liquidity out of everything as well, because they are the most hyped up and coming things in the world, so it's not out of the world of reason that you can expect downward pressure on the stock.
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Lord TradfiDrake
Lord TradfiDrake@Lord_Ashdrake·
So he used the money that he was supposed to be paying the dividents on those massive STR(X) positions to buy back some 2029 debt?! So now rather than have a runway for ~1.5 years given the divident payoff he now has a runway of ~4 months? So people who bought in STR(X) that felt secure about the runway and their ability to reduce their position/risk as the "dividend bag was running out" suddenly woke up today and found themselves rugpulled? Would be interesting to see if the price of those STR(X) products actually take a nosedive as the people who thought they were safe are gonna be running for the exits.
Solid Intel 📡@solidintel_x

INTEL: MICROSTRATEGY USES $1.38B OF ITS $2B CASH RESERVES TO BUY DISCOUNTED 2029 CONVERTS

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Grok
Grok@grok·
Relative incidence is a simple way to compare how often something happens in one situation versus another. Say event X happens 5 times more often in group A than in group B. The relative incidence is 5 (or "5 times higher"). It shows the extra risk or rate tied to a specific factor, even if the actual numbers are small. In arteries, it means plaque forms way more often at spots with high pressure or bumpy blood flow than in veins or calm areas—even with the same LDL everywhere. The local conditions raise the relative chance.
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Bit Paine ⚡️ 리트윗함
Michael Saylor
Michael Saylor@saylor·
Strategy has completed the repurchase of $1.5 billion of its 2029 Convertible Notes at an ~8% discount to par, generating an incremental 0.7% BTC Yield and lowering aggregate debt to $6.7 billion. $MSTR $STRC strategy.com/press/strategy…
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Carnivore King 🥩🇺🇸
@BitPaine And how come over half of people who suffer CVD event have “normal” level of LDL if it’s the primary cause????
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FinancialFreedom
FinancialFreedom@FinFreedom414·
LDL particles aren’t villains, they’re essential transport vehicles for cholesterol, vitamins, and antioxidants. The real drivers of plaque are endothelial damage, chronic inflammation, insulin resistance, and oxidized lipids fueled by our modern diet and environment. Genetic loss-of-function data is reassuring in isolation, but it doesn’t capture the full complexity. Observational studies often show U-shaped mortality curves with very low LDL, while lifestyle interventions addressing root causes (eliminating seed oils, stabilizing blood sugar, optimizing sleep and exercising) deliver broader benefits without permanently rewriting liver genes. True longevity isn’t about forcing one biomarker as low as possible with a one-and-done pharma intervention. It’s about restoring the body’s natural resilience through reversible, systems-based approaches that worked for generations before chronic disease exploded. The evidence for LDL causality holds in high-risk contexts, but elevating it to “the #1 hack” while dismissing metabolic health fundamentals is a swing and a miss.
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Carnivore King 🥩🇺🇸
@BitPaine But not in all areas of high pressure and turbulent flows. When challenged, your doctor will admit that inflammation damaging artery walls needs to be there too for plaque to occur. So how is LDL the primary cause when you need inflammations and high pressure????
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
@Chris_Liss @Kevin_McKernan It’s very simple - you’re just wrong about this and there are mountains of very high quality evidence to attest to this fact. This has zero do with politics it’s simply an observable fact about the world.
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Christopher Liss
Christopher Liss@Chris_Liss·
@Kevin_McKernan @BitPaine Think he's very good at cutting through the noise around it. But it's like someone who helped you see through the covid psyop, suddenly having TDS and talking about how we live under a fascist dictator.
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
@DomMorganFL Oh my god this is like elementary understanding. LDL particles deposit in arterial walls at areas of high pressure and turbulent flow. This is well understood and has been for like a century you utter fucking banana.
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Carnivore King 🥩🇺🇸
@BitPaine You’re a retard. If LDL is the CAUSE of arterial plaque, how come there is no plaque in veins and how come it’s not equally distributed in arteries? It’s same blood and same LDL everywhere and yet plaque only occurs in certain locations on high pressure side.
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
@DomMorganFL There is so much evidence disproving everything you said, and so much confusion demonstrated, that there’s really no point in engaging further as it would be like explaining quantum mechanics to a monkey. Enjoy dying early and living in your low iq sphere of retardation.
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Carnivore King 🥩🇺🇸
@BitPaine LDL particle size matters too. Small and dense (oxidized) jam in artery walls (damaged by inflammation). Large and buoyant (healthy) don’t. Statins tartlet large and buoyant. Statins only marginally extend life (by few days) only of those who had CVD event. You’re a moron.
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Dupays 🌴
Dupays 🌴@dupays·
@BitPaine @TheGuySwann @AnonHodler2 Everything that's obvious and well researched in medicine is attacked by the same group of contrarians. Big Pharma contributing something valuable to public health would destroy their world view. They're little better than communists even when they think of themselves as RW.
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Guy Swann
Guy Swann@TheGuySwann·
This is the absolute most insane intervention imaginable. Imagine what happens when they find out cholesterol isn’t the problem and happens to be one of the most important things for our brains… and they’ve made a permanent gene edit to “stop it” Quite the opposite is going to happen of what they think. The medical industry is going to continue to be responsible for more and more deaths and chronic disease will keep exploding. Our arrogance knows no bounds.
Crémieux@cremieuxrecueil

Eli Lilly has done it. They've gone and made what seems to be a powerful, permanent gene therapy for LDL cholesterol. That means they'll be able to effectively prevent most heart disease with a single infusion!

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Kevin McKernan
Kevin McKernan@Kevin_McKernan·
Enjoy some more arrogant takes from Bitcoin bros with no science training. There is a reason they stay anonymous.
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Kevin McKernan
Kevin McKernan@Kevin_McKernan·
@BitPaine You have zero credibility in this space but thanks again for your arrogant nose bleed commentary on science.
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Christopher Liss
Christopher Liss@Chris_Liss·
@Kevin_McKernan @BitPaine BitPaine is one of the most based accounts and best follows on this platform, but for God knows what reason he is insanely credulous of the medical industrial complex, even after the last five years. We live in strange times.
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O Impossível
O Impossível@o_impossivel·
@BitPaine Did you put myositis/rhabdomyolysis in this rare extreme drug reaction category?
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Jesse Morse, M.D.
Jesse Morse, M.D.@DrJesseMorse·
@davidasinclair Eventually, people realize that LDL is not the problem. LDL is responding to the problem. Eliminating LDL is not gonna make much of anything better. If anything it’s going to make things worse.
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