Howl the Wizard ✨🃏

the best bullish argument for Bitcoin is some variation of: "the market sucks and $BTC hasn't fallen off a cliff yet" that's not a very good argument.

JUST IN: OpenAI raises $122,000,000,000 at $852 billion valuation.

Since Feb I've been converting all of my trading profits into spot BTC. I plan on doing this the rest of the year.

markets often rhyme. next step: acceleration.

Funny how all we need to do is bet on history repeating the majority of the time to win consistently. I think the average human is geared up to worry about “what if this time is different.” And therefore plays for “this time is different” the majority of the time, when really the odds say you just need to play for “this time is the same.” The hard part is pattern matching the right part of history and conditions that match where you are today. Humans are predictable and will continue to exhibit the same reactions and behaviours to events just like they did in the past.

"Show me the incentive and I'll show you the outcome." History has shown us that humans can overcome any challenge given the right incentive. There is a massive incentive (quite literally all of their savings and future wealth) for Bitcoiners to solve the problems that quantum poses for both the network and older existing coins. If this paper doesn't light a fire under the Bitcoin core devs and community than nothing will. It will take herculean effort, but I believe they will get it done. I don't bet against smart motivated humans. Quantum is the final existential risk that Bitcoin faces, and quite possible the last great generational entry as a result.

Para cuando los 6,7 millones de BTC que Google dice que se encuentran en direcciones vulnerables a ataques cuánticos, tengan un riesgo real, toda la infraestructura tradicional estará aún peor. Si la criptografía está en riesgo, bancos, gobiernos y empresas lo están todavía más en términos de complejidad de migración, porque dependen de sistemas grandes, antiguos y difíciles de actualizar a tiempo.

El paper catastrofista de Google sobre el riesgo de las criptomonedas ante la computación cuántica que tanto está alarmando se resume en lo siguiente: - Los ordenadores cuánticos podrán romper la criptografía que protege Bitcoin y Ethereum en 9 minutos. - Eso abriría la puerta a ataques contra transacciones públicas: el atacante ve la clave pública, intenta romperla durante la ventana de confirmación y puede colar una transacción fraudulenta antes de que se mine el bloque. - Los 6.7 millones de BTC con clave pública expuesta son un blanco fijo. Los activos dormidos o con clave ya expuesta son especialmente difíciles de proteger y la migración a PQC llega tarde para parte de ese saldo. - Ethereum tiene 5 vectores de ataque distintos. Stablecoins, bridges, L2s, smart contracts, stablecoins… el ecosistema DeFi es vulnerable. Clave pública visible → clave privada calculable → fondos comprometidos → robo posible en minutos. El paper plantea una carrera contra el reloj: si los ordenadores cuánticos lo bastante potentes llegan antes de que se actualice la seguridad de las criptomonedas, los primeros en caer serían las wallets antiguas, los fondos olvidados, las cuentas activas de los exchanges y parte de los sistemas DeFi. En 2028 aparecen los primeros ataques, en 2029 defi es el objetivo prioritario y en 2030 llegan ataques a bitcoin. No hay fechas concretas según Google pero si urgencia inmediata: 6,7 millones de BTC se encuentran en direcciones vulnerables a ataques cuánticos.

Most people view times like these as unbearable rather than opportunistic. I’m running the same playbook as April 2025 tariff crash. Averaging in on strong names and S&P. The plunge protection crew shows up eventually. If you’re buying here with bullets for lower, you’re good imo

I wanted to share a bunch of my favorite hidden and under-utilized features in Claude Code. I'll focus on the ones I use the most. Here goes.

9/ Use /btw for side queries I use this all the time to answer quick questions while the agent works

Computer use is now in Claude Code. Claude can open your apps, click through your UI, and test what it built, right from the CLI. Now in research preview on Pro and Max plans.

INTEL: SENATOR LUMMIS TO INTRODUCE BIPARTISAN "MINED IN AMERICA ACT" WHICH PROMOTES BTC MINING IN USA, INCLUDING MINERS SELLING TO GOVERNMENT FOR CGT RELIEF

Using machines, computers, or AI improves your productivity. But your body softens, your memory weakens, and your intelligence decays.

pretty significant trend breakdown for stocks bounces moving forward will be 'bearish retests' by default I imagine we see a deeper selloff into 200 Weekly MAs over the next few months just running the same playbook as March 2025 (3rd picture)

Claude vs. Claude Code vs. Cowork. If you've been confused about which one to use and when, this post will clear that up in under two minutes. Anthropic now offers three distinct ways to interact with Claude, and each one targets a fundamentally different workflow. Think of it as: Chat for thinking, Code for building, and Cowork for doing. Here's a quick breakdown: 1️⃣ Claude Chat This is the conversational AI assistant most people already know. You type a prompt, Claude responds, and you iterate together. - Turn rough ideas into structured plans through conversation - Write emails, reports, essays, and long-form content - Research and summarize complex topics in minutes - Analyze documents, PDFs, and images - Build interactive prototypes through Artifacts The key here is that everything happens through conversation. You're thinking with Claude, not delegating work to it. It's available on every device, has a free tier, and supports persistent memory across sessions. The tradeoff is that it has no direct access to your local files (upload only), and it can't generate raster images natively. 2️⃣ Claude Code This is a terminal-native coding agent. You describe what you want in plain English, and Claude reads your codebase, writes code, runs tests, fixes errors, and ships the result. - Build and debug entire features across the full codebase - Write, run, and fix tests automatically - Manage git workflows and create pull requests - Spawn multiple parallel agents working on different parts of a task simultaneously It handles the full development cycle end to end, from planning to execution to testing. With the CLAUDE(.)md configuration file, you can teach it your project's conventions, patterns, and constraints so it writes code the way your team expects. The tradeoff is a steeper learning curve compared to Chat, and token costs can add up during heavy sessions. 3️⃣ Claude Cowork This is the newest addition. Anthropic describes it as Claude Code for the rest of your work. It's an agentic desktop assistant that automates file management and repetitive tasks through a GUI. You describe an outcome, and Claude plans, executes, and delivers finished work: formatted documents, organized file systems, spreadsheets with working formulas, and synthesized research. - Direct local file access and editing (no upload/download cycle) - Schedule recurring tasks automatically - Assign tasks remotely via Dispatch from your phone - Computer Use lets Claude control your screen directly It runs inside a sandboxed virtual machine on your computer, so Claude can only access folders you explicitly grant. You don't need to know how to code to use it. The tradeoff is that your computer must stay awake for tasks to run, and it's still in research preview. Here's how to think about choosing between them: → If you need to think through a problem or get writing/research help, use Chat → If you're building software and want an autonomous coding partner, use Code → If you have a clearly defined deliverable that involves local files and desktop workflows, use Cowork All three are included in the same subscription starting at $20/month, which makes it one of the highest-leverage subscriptions in productivity software right now. I've put together a visual below that maps the workflow of each product side by side. If you want to go deeper into Claude Code specifically, I wrote a detailed article covering the anatomy of the .claude/ folder, a complete guide to CLAUDE(.)md, custom commands, skills, agents, and permissions, and how to set them all up properly. Link in the next tweet.

Se huele el miedo. Oportunidades generacionales en ciertos activos. Long term.

I remember trading last bear cycle. 12+ hours a day, 7 days a week and thinking to myself 'will this ever end? What if there's just no bull market again'. ... And then one day it did end. And all the 'locking in' during the bear market was worth it. All you need to do is stick around long enough and have money left to trade with by the end of it.

Remain of the opinion that the markets have not accepted the reality that this is a prolonged conflict. Nothing to do but wait for more panic. This doesn’t end with orderly selling.

My dad was a primary school teacher and a huge internet nerd very early on We had a PC and a dial-up connection in the 90s As a kid, I remember him spending hours doing random stuff like coding or learning new software He never made any money from it and never even tried His best financial move ended up being passing that obsession on to my brother and me We eventually made it in crypto and sent him into retirement few years ago