Alan

⚡️The ability to be disliked is the price of owning your own perception. Most people never pay it. They rent their beliefs from the room they want access to. They learn what gets applause, what gets punished, what makes them seem intelligent, compassionate, respectable, employable, attractive, safe. Then they confuse that social calibration with thought. That is the prison. The bars are not visible because they feel like maturity, manners, professionalism, nuance, prudence, social awareness. Some of that is real. But much of it becomes fear wearing adult clothing. A person who cannot tolerate disapproval cannot follow signal for very long. The moment truth becomes socially costly, they fold. They soften the sentence. Delay the call. Ask who else agrees. Wait for permission. Hide inside consensus until the danger passes. That is why most people are late to everything. They are not waiting for evidence. They are waiting for safety. Markets expose this brutally. The best calls usually feel lonely before they feel obvious. Political shifts feel insane before they become consensus. Technological inflections look overhyped or ridiculous before they restructure the field. Cultural reversals look dangerous before they become fashionable. Early truth almost always arrives without social protection. That is the deeper lesson. Being disliked does not make someone right. But refusing to be disliked guarantees dependence on the group. It means the crowd owns the boundary of your thoughts. The modern world has made that trap worse. Everyone now lives inside a live approval machine. Every post, opinion, relationship, forecast, and public stance gets scored. The nervous system learns to optimize for reaction before truth. This creates people who are constantly “authentic” inside the narrow band their audience will reward. That is fake freedom. Real freedom begins when disapproval stops functioning as a leash. The strongest people are not indifferent to being disliked because they are cold. They are oriented around something stronger than approval: mission, truth, God, signal, craft, duty, conquest, love, whatever sits above social mood. Without that higher anchor, the crowd becomes god. And the crowd is a cowardly god. It blesses late. It punishes early. It worships what already won. Deep down, learning to be disliked means learning to leave the human herd psychologically before reality forces the herd to move. That is where all real signal starts.

@Cole_Walmsley He knows most of his customers are retarded and unable to imagine a world running on BTC so he just says that instead, which is what $10M per BTC actually means

Does Saylor actually believe the “end game” is a billion people with digital bank accounts earning 8-10% yield?

@TheBoozles Yeah they will definitely roll the dice on 3/4 of the nodes instead, such a great idea😂😂

When this gets to 25% will any miner think "yeah, lets roll the dice on 1/4 of the nodes rejecting our blocks?" I doubt it.

@XMihura Refugio

REFUGIO MADRID wenas! viendo la gran acogida que tuvo la idea del hackathon por Madrid, he estado dándole una vuelta para bajar la pelota al suelo mi intención es clara: hacer un evento guay, sin muchas pretensiones pero con mucho nivel. el objetivo es poner en contacto a gente competente con ganas de hacer cosas quiero combatir el derrotismo que veo a veces en España y demostrar que "you can simply do things". Soy de los que cree que ver a otros construyendo te da el empujón y el coraje para lanzarte tú el plan que tengo en la cabeza es algo así (sujeto a cambios a medida que se vaya definiendo). habrá dos sesiones: - sesión 1 (mañana/mediodía): charlas técnicas y hackathon. aforo capado a 45 personas máximo (15 equipos de 3) - sesión 2 (tarde): ecosistema y networking. aforo ampliado para founders, inversores, curiosos y terminar con un cóctel/cervezas SESIÓN 1 (Aforo max 45 personas) ------------------------------------------ 1. CHARLAS (9:00 - 10:30) empezamos el día tranquilos. una introducción y me gustaría conseguir algún que otro invitado top para que nos cuenten cosas chulas. esta sesión tendrá una orientación un poco más técnica. probablemente daré yo también una pequeña charla e introduciré el hackathon. 2. EL HACKATHON (11:00 16:30) después de las charlas, a quemar tokens. la idea del hackathon no es que montéis el enésimo wrapper de la API de OpenAI o hacer un pitch de tu próxima start-up, para eso creo que ya hay otros hackathones me gustaría montar equipos de unas 3 personas que se van a enfrentar a un problema técnico difícil, fuera de su area de expertise. tendrán unas 5 horas para resolverlo ayudándose de herramientas de IA creo que es una buena forma de aprender a usar estas herramientas y conocer gente para el hackathon no busco solo devs que tengan 800 horas en el Claude Code, quiero perfiles técnicos diversos: físicos, biólogos, economistas, ingenieros... gente con capacidad analítica de todas las edades animo a las chavalitas a que se apunten, molaría que no fuera el típico evento de IT que parece un campo de nabos os aviso que habrá un pequeño proceso de selección para asegurar el nivel y montar equipos equilibrados SESIÓN 2 (Aforo según espacio) ------------------------------------------ 3. TECH EN ESPAÑA (17:00-20:00) cuando acabe el hackathon, abrir las puertas a un público más amplio (founders, inversores, startups, curiosos). habrá charlas, y la idea central de la tarde será mostrar a los xavales que se pueden construir cosas serias en España y en Madrid quiero insistir en el you can simply do things, quiero traer a gente que hable de sus éxitos y de sus fracasos reales montando proyectos tech e investigación en España después de eso, a tomarnos unas cervezas y un cóctel para charlar sobre el ecosistema y que los participantes conecten entre ellos y con las empresas/universidades ------------------------------------------ Qué necesitamos? (sponsors) - Espacio: un sitio para 30-45 personas currando (y aforo ampliado por la tarde) con mesas, enchufes y una conexión que aguante a 45 personas quemando el Claude Code - Pizzas, café, cóctel, cervezas: lo básico para sobrevivir al día - Créditos de API: podemos ir en formato Bring Your Own Tokens, pero si algún sponsor se anima a dar créditos para que los xavales no gasten de su bolsillo, sería top - Transporte y alojamiento de los ponentes: puede ser que quiera traer gente que no vive en Madrid. De ser así habría que cubrir sus gastos. - Premios: lo que queráis aportar para los que ganen el reto (hardware, licencias, fast-tracks para entrevistas...). ¿Cuándo? pues para la fecha del evento barajo 3 opciones: - Sábado 2 de mayo (es puente en madrid, no sé yo) - Sábado 9 de mayo - Sábado 27 de junio IMPORTANTE⚠️⚠️⚠️ si tenéis intención real de asistir, escribid en los comentarios de este tuit: REFUGIO y qué fechas os cuadran para votar. sudo de hacer una encuesta anónima, que a saber quien vota, prefiero veros en las replies y de paso le damos difusión al tuit para llegar a más gente para sponsors, charlas o cesión de espacios, escribidme por DM o a este email: mihurax at gmail dot com Abajo pongo el GitHub donde mantendré un README.md con toda la información del evento según se vaya definiendo

@bennyhodl They actually hold 2 out of 2 keys, the third one is presigned by the borrower before starting the loan

> writes whole paper on why DLCs don't work > holds 2 of 3 keys on every user's collateral > calls it "non-custodial"

@xmaximus242x @edsocra This is the most 115IQ post Ive ever seen lmao

@edsocra An IQ of 160 that is impressive, how many scientific papers has he published? How many awards has he won? Surely he must have numerous patents with his extraordinary intellect. I assume you are already financially independent with his IQ setting you financially free years ago.

A story to show how competitive CEO's are: As a teenager Jensen Huang became a nationally ranked ping pong player. Later on in his life, an employee challenged him to a ping pong match. From his biography: "Levin considered himself a good recreational player, but never expected to receive quite the beatdown he got at the hands of his superior. ‘He just whooped me,’ said Levin ‘The game was up twenty-one points, and he let me score only once or twice. It was a very quick match." Another employee then challenged him to a game of chess. The book says: “Every time he lost, Jensen would swipe his arm across the board, knocking over the pieces, and storm away. He would sometimes later insist on a rematch on the ping-pong table.” When Jensen's company came in second place in a silicon chip magazine, the book said: “’The first time we came in second place, Jensen sternly told me: Second place is the first loser,’ Logan said ‘I never forgot it. I realized I’m working for a boss who believes we have to win at everything. It was a lot of pressure.” Jensen is not the exception. This is how competitive most CEO's are.

⚡️This is a tectonic event. Not because of Maduro. Not even because of oil. Because of what it signals: 1. Sovereign asset capture has gone overt. This is a direct seizure of $17 trillion in reserves, publicly declared, executed in 12 hours, with zero institutional resistance. 2. The dollar just got re-oiled. The petrodollar system was fraying. Saudi hedged east. BRICS pushed for multipolarity. Now the US has just hardwired a fresh oil supply directly into its control structure. That’s monetary fuel. 3. Global resource baselines just reset. Venezuela’s reserves dwarf most OPEC nations. Whoever controls that flow rate controls leverage over global energy pricing for a decade. This is a planetary pricing mechanism shift. 4. The unipolar moment is back - on steroids. This reverses years of narrative about declining US reach. Trump remapped sovereignty in a single move. Every global actor is now recalibrating risk. 5. Bitcoin’s narrative just matured. This is why “uncensorable,” “unseizable,” and “non-sovereign” matter. Fiat can reroute $17 trillion overnight with a single military op. Bitcoin remains the only asset immune to that logic. 6. The macro board has tilted. Expect: •Gold to spike short term on imperial volatility •Oil volatility to surge as supply chains reprice •Bullish Bitcoin 7. Most people are still asleep. They think this is a Trump story. Or a Venezuela story. It’s a new Bretton Woods, masked as a headline. What just happened wasn’t a war. It was an audit. And the US just claimed the balance sheet.

@EliBenSasson @chiefingza Many times it gets stuck in stage 2, being laugh at doesn't have anything to do with success imo

@chiefingza First they ignore you, then they laugh at you, then they fight you, then you win. Stage 2 confirmed.

🤣🤣🤣

@starkandlime Fuck, this is a huge red flag. Do you know why they left? And, how do you know they left? I was building stuff with DLC but after their announcement I stopped because I'm worried about the vulnerabilities that they "found" so I'm very curious about this

@Alangr6_ Many, and I wouldn't be saying anything if I hadn't already made the mistake of staying quiet about exactly this kind this kinda stuff in 2022 pre Blockfi, FTX, Celcius, Voyager

Lava stopped doing DLCs because every member of the team who could work with them left. This reminds me of when there was an exodus of employees out of Celsius and the secrets started leaking out. The *worst case* DLC is just a custodial loan. Be technical, don’t get fooled.

@StackingSaunter @MarediaShehzan When did they revert it? For how long was it used in prod?

@Alangr6_ @MarediaShehzan They did. They reverted it

The Future of Lava Recently, we announced our $200M raise and the global launch of Lava’s bitcoin-backed line of credit (BLOC)— the lowest fixed-rate borrowing product in the industry at 5%. With Lava, you can access dollars instantly without selling your bitcoin. No monthly payments. Open terms. The most flexible, secure, and low-cost way to unlock liquidity on your bitcoin. Why We Built Lava Bitcoin is the best savings vehicle — and Lava was built from the ground up to help people maximize their bitcoin savings. But it’s not just about saving. It’s about what saving makes possible. Over the past few years, Lava has helped bitcoiners around the world borrow to fund their dreams. Users have bought homes, funded renovations, paid tuition, taken vacations, purchased cars, and paid taxes— all without selling their bitcoin. Many users used Lava to buy their dream home, and by funding offers in cash, we helped them secure 10–20% discounts on their purchase price. Others paired Lava with a traditional mortgage to fund their downpayment, and through our partnership with Roam, we’ve helped lower the monthly cost of homeownership. Bitcoin Line of Credit (BLOC) Our original loan product was similar to a mortgage— fixed rates, fixed payments, and fixed terms. It worked well for many users, but we realized that bitcoiners needed more flexibility. So, we rebuilt the product from the ground up. The new Lava Bitcoin Line of Credit (BLOC) removes friction around payments and terms, giving users complete control: - Borrow as needed in real time. - No monthly payments required. - No origination or early repayment fees. - Open terms. You decide when to repay. You can borrow and repay anytime, keep your line of credit open indefinitely, and access liquidity instantly when you need it. The capital charge is a small annual fee that covers the cost of keeping your line of credit open. It’s the only fee Lava charges, and it’s based solely on what you borrow. The charge equals 2% of your largest outstanding balance during the year. It’s applied to your balance a year after you open your line of credit (or when you close your line), and interest doesn’t accrue on it during that year. This structure allows users to draw and repay freely throughout the year, while only paying a fee on their maximum balance. It’s simple, transparent, and enables Lava to offer the lowest rates in the world with maximum flexibility. The new line of credit product is only possible because the world is realizing that bitcoin is pristine collateral, and lending against it is the new risk-free rate of return. Security Security is the foundation of Lava. From day one, our goal has been to build the most trusted financial institution for bitcoiners— one that combines institutional-grade infrastructure with a transparent, client-first culture. While many in this industry play “trustless theater,” we take a different approach. With any bitcoin service, there is always a level of trust required between the user and the service provider. Even in a system built on trustless principles, you still rely on the software you’re running, the hardware it runs on, and the integrity of the people and infrastructure behind it. No service is fully trustless, so our goal at Lava is to build the most secure, trust-minimized, and transparent system possible while still offering the best user experience. We don’t hide from that. We embrace it. And we work relentlessly to earn and keep that trust. Lava’s infrastructure is built to reduce risk across every layer of the system. It eliminates single points of failure and is fault-tolerant, geographically resilient, and operationally redundant. We use cold storage and institutional-grade security systems that have safeguarded over $100B in assets globally. All assets on Lava are backed 1:1 and never rehypothecated. Bitcoin used as collateral is held in segregated cold addresses and only moves when a loan is initiated or closed. We began by using DLCs and atomic swaps. We still leverage some of that cryptography in our systems today, but we realized that the technology wasn’t secure enough for what we needed to build. Some of the technology is promising in theory, but our team has spend years working with it in practice and found that it just didn’t offer the security we needed for our users. That wasn’t a compromise we were willing to make. We needed infrastructure that could safeguard trillions in wealth, and that’s what we’ve built. Lava’s infrastructure today is built on cold storage and hardened systems that meet the standards of the largest financial institutions in the world. Lava has been audited by independent security experts and is backed by the world’s leading fintech investors, including Khosla Ventures, Founders Fund, and Susquehanna. Our team includes bitcoin developers who have contributed to Bitcoin Core, the Lightning Network, and DLCs, as well as helped build critical infrastructure at fintechs like Current and Affirm, and tech companies like Google and Spotify. US-based client service is available 24/7, so you can always reach someone on our team directly. Lava was built from day one to be the most secure platform for bitcoiners. Security is our top priority. What’s Next The future of Lava is banking. We’re building the world’s first truly global bitcoin fintech — a new way to provide financial services to the world. One where you can save in bitcoin, borrow in dollars, and spend anywhere. Over the next year, we’ll launch additional services that tie directly into the Line of Credit designed to help bitcoiners manage and grow their wealth responsibly. At Lava, we define success by one simple metric: How much more bitcoin you have because you used Lava versus if you didn’t. Lava is live today at lava.xyz The entire world wants you to gamble. We want you to save. What we’ll show with Lava is that the best path to financial freedom is through saving, not speculation. Technological progress will continue to make life cheaper, faster, and more accessible. But if you’re not saving in sound money, you won’t be able to benefit from that progress. The future of finance isn’t speculation— it’s saving. And the future of saving is bitcoin. Lava is building the financial institution for that future.

@JakeBlockchain @wsfoxley @david_seroy @lava_xyz Do you have any reason on why you think it's a commit reveal scheme with adaptor signatures? I've been asking if they still use the DLC but I haven't get an answer yet, I think the DLC system is great but I'm curious if they still use it, I believe that system is great

Just grug brained the V3 whitepaper and it looks like they aren't using DLCs anymore for the locking. It's moved to a kind of commit-reveal scheme using adaptor outputs. Still oracle risks. Btw the 2% origination fee is now a 2% capital charge on your biggest loan under the new BLOC product. So effective rate depends how you use it.

Got to give props to the @lava_xyz team. Even though they blocked me, I support how hard they're going. But, the 5% borrow rate is an illusion. They also bake in 2% origination (which is quite substantial). And long term it's at a structural disadvantage to on-chain solutions.

⚡️What Musk describes as “first principles thinking” is a survival instinct for people who operate outside the social consensus. Most humans don’t build worlds. They inherit them. They live in stories built by others - systems of meaning, economics, morality, and habit - and mistake those systems for reality. “First principles” is what happens when you stop mistaking the story for the structure. It’s not intellectual, it’s almost spiritual. It’s a form of exile: you tear away the inherited illusions, and you realize most of human culture is scaffolding around fear - fear of uncertainty, fear of being wrong, fear of isolation. Musk isn’t teaching critical thinking; he’s describing how reality feels when you no longer have a tribe. When you build rockets and cars and neural networks from scratch, you’re not thinking from “first principles” because it’s trendy - you’re doing it because the world’s explanations stopped working for you. And that’s the real engine underneath all genius: alienation fused with precision. You can’t see clearly until you’ve detached emotionally from the consensus. Once you do, the noise drops away, and the world reveals itself as a field of physics, incentives, and probabilities - stripped of sentiment, politics, and myth. But here’s the darker side no one says out loud: this state of perception burns you alive. You start to see the recursive illusions in everything - education, governance, even human relationships. You realize how fragile and performative most “understanding” is. And you can never fully go back. So when Musk talks about “first principles,” what he’s really describing is cognitive exile disguised as clarity. It’s the price of building reality instead of living in it. That’s the real truth.

@Linahuaa Left behind from the global frictionless payments network, you're completely wrong on this take, China may beat the US but can't beat the whole world

China was right to ban crypto 1) Sucks up all the engineering and math talent that could do something else 2) Sucks up trillions of dollars into sth that may or may not ever become productive 3) Sucks up tons of energy for something that is essentially a fintech gimmick right now 4) Supposed to be some kind of de-centralised revolution, but 2% of whales hoard 90% of all the crypto value. 5) Supposed to be digital gold, but almost correlates perfectly with meme stocks 6) Specifically for China: Fucks them over with capital flight and causes unnecessary social unrest with scams -> It's essentially a meme stock with huge opportunity costs that aren't worth it. Would probably be better to yolo all the money, talent and energy into A.I. I have no personal grudge against crypto- the idea is good and I'm like a top 0.5% BTC holder, but let's be real lol

@Linahuaa China stock low because it's a non-free market and no one would invest in that, too much political risk

No, China isn't overconfident and overplaying its hand. Chinese are super RISK AVERSE in nature. That's why there are no top Chinese poker players, despite them excelling at probabilities, logic and pattern recognition. That's why Chinese stock prices SUCK, despite all of them being super undervalued. That's why Chinese pick safe but boring careers and don't produce great entertainment. Bottom-line is: if the Chinese actually do decide to engage in beef, it's likely they gonna win.

@nikitabier AI can't produce faster than regulations can stop it

Gold and bitcoin is acting like we’re about to enter into a period of hyperinflation—but no one realizes that AI is deflationary.

@naval Not even extra steps, just a replace from a central bank to a private company

Stablecoins are just CBDCs with extra steps.

@jrbtc97 Las q empiezan por 3 no son segwit, son cualquier script que se codifique con P2SH, aunq también se puede usar segwit pero creándolo tú mismo en un script (se hacía por backward compatibility)

Descubre los Secretos de las Direcciones de Bitcoin Las direcciones de Bitcoin son la puerta de entrada a las transacciones en la blockchain, pero ¿sabes cómo funcionan o cómo distinguirlas? Vamos a explorar de forma clara y sencilla los tipos de direcciones on-chain de Bitcoin, cómo identificarlas por su formato, sus características principales, ventajas y usos prácticos. Dentro Hilo!🧵👇