@toly @udiWertheimer @peterktodd most people don't actually view bitcoin like this even when they pretend too on twitter for impressions.
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@Calhoun2rob
"It's not a pyramid scheme, you idiot. It's a buy the dip scheme."
United States Katılım Eylül 2013
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@udiWertheimer @peterktodd If you want an investment, use the ETFs. The whole point of an “oh shit coin” is to diy the cold storage and geek out on it and there is no point to treat it like an investment. It’s insurance.
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...meanwhile in the real world, the dice rolling worked fine.
Manually generated entropy is a really good idea for high value use cases. It's the easiest thing to audit: do dummy rounds to verify that the generated seed is what it should be, preventing backdoors and bugs.
Udi Wertheimer@udiWertheimer
anyone recommending coldcard users to roll dice for entropy in the year of our lord 2026 is a lunatic and should be removed from this app on the grounds of causing harm to themselves and others i cannot believe people are seriously recommending this. have you learned nothing
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In case you need it spelling out:
Coinbase are selling ETH and using the proceeds to buy BTC - it is effectively shorting ETH/BTC
Coinbase believe that BTC will outperform ETH and that is worrying
Not only is ETH a natural hedge to their business (DeFi is their competition) but it demonstrates that they are unable to be objective (most traders are expecting an uptick in ETH/BTC)
Whether it’s short term or long term, ETH is likely to outperform BTC
For posterity, ETH/BTC is currently 0.03
Etc.@ec265
As expected, Coinbase sold 100% of their sequencer fees and ETH holdings are flat at 150k All the while they added over $50M of BTC The strategy is clear, and unfortunately it is not a winning one: it is a big missed opportunity
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@PUNISHEDJINGTAO snx got hacked like weekly back in the day tho so not sure that's relevant to anything today
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@ContextCapper good way to announce non ball knowing and to mute and forget you exist
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Baker is better than comps such as Jordan Love ($55 million per), Lawrence ($55 million) and Purdy ($53 million).
Why Bucs tried to low ball after getting him for bargain bin money is telling.
They think Bradys grow on trees after hitting lotto once.
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@jbulltard1 SBF is still saying he was wrongly accused. EAs can never own an L
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I haven’t commented on leopold bc what he did is impressive. Leverage cuts both ways and he just didn’t manage it properly but it’s pretty disheartening to see someone who caused countless gamma squeezes blame short sellers.
Zay Capital@cap_zay
Up 490% ytd with massive leverage. Short sellers why did you do this to me.
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@0xPlish @cavemanloverboy maybe in 2014 have you paid any attention to this regime ???
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they even got the S&P trading like a memecoin now
The Kobeissi Letter@KobeissiLetter
BREAKING: The S&P 500 erases all gains and turns red on the day as the US 10Y Note Yield surges to its highest level since January 2025.
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@MarkOldacres Im agreeing with you . I just changed it slightly to fair criticism imo. They just need to be better in general
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@Calhoun2rob Okay but then at that point we’re basically just saying they should boat race every inferior team and win every close game against strong teams.
Would be nice but it’s a high bar 😂
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I think the “Packers can’t finish” thing has got a little out of hand.
They “can’t finish”, except for all the games they did finish.
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@MarkOldacres i think the fair criticism here is just playing good full games. because in your examples besides detroit those are team it shouldn't even be tight. And then in games they started strong well they didn't finish the same mostly
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They “finished” against the Cardinals, Lions on thanksgiving, Giants. Those were tight games that they found a way to win. It’s not like they failed at every opportunity.
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@Peter_Bukowski @lockedonpackers @fball_insights bet if you cut out the rodgers years its more inline with the rest of the tree
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Made this point on @lockedonpackers today: Matt LaFleur is not just doing Shanahan/McVay karaoke. He has his own distinct approach to offense.
(Chart via @fball_insights)
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I think the captains are pretty obvious this year.
Love
Jacobs
Kraft
Parsons
Franklin
McKinney
McDuffie
Zach Jacobson@zacobson
don’t be surprised if week 1 rolls around and there’s a ‘c’ on zaire franklin’s chest
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🚨#BREAKING: President Trump says Iran saw this and now "they want to make a deal".
R A W S A L E R T S@rawsalerts
🚨#BREAKING: President Trump announces the United States is going to "beat the fucking shit" out of Iran.
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@therealchaseeb my theory is the goldilocks period of the algo being back faded cause people scroll too much and it polluted the algo back into old form no actual back end changes is my guess
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@RyanPaganetti @ComatoseCaleb It’s also not a strictly bullish Caleb chart and I think a lot of people are missing that .
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fact that Caleb manages 1st down risk best is not even a bit surprising. Contrary to popular belief, he rarely throws INTs, and when he does, they generally are in spots where they matter less or a shot needs to be taken (like 4th)
Farve arm talent with Rodgers Iack of INTs
Ryan Paganetti@RyanPaganetti
Not all interceptions are created equal. An early down interception can kill a drive. A Hail Mary pick is essentially meaningless. And some deep interceptions function like punts, producing a major field position benefit. Here’s how the 2026 projected starting QBs with at least 400 adjusted early down attempts compare: ↓ Lower early down INT rate → More interceptions functioning as arm punts Tom Brady’s final 10 seasons are included as a benchmark.
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@RyanPaganetti @Peter_Bukowski Ya thats what i suspect i don't see the packers running less than 2 much based on the roster currently unless zaire is just cooked
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@Calhoun2rob @Peter_Bukowski off the top of my head this appeared to be a newer thing in Arizona
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Jonathan Gannon’s team leading the NFL in 5-1 looks. One of the things to monitor in camp. Plus who is the 1 LB going to be?
Ryan Paganetti@RyanPaganetti
The Unique Front Six Personnel Groups in Nickel Family Defense 2025 Full Season 4-2 personnel with four roster position DL/Edge players is the standard, but some teams are implementing 5-1 and 3-3 groups as well. Note: This is not how players aligned on each play, but their true roster positions. Many 4-2 teams use an off-ball LB to create a 5-1 front structure. Brian Flores and the Vikings used 5-1 Nickel Family groups on more than 300 snaps in 2024 but moved away from that approach this past season. Data via @SumerSports
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@RyanPaganetti @Peter_Bukowski was it similar in philly or maybe just a personal thing?
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@Peter_Bukowski really the most unique scheme in the NFL last year. Very unusual
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@Calhoun2rob Weeks 1-8:
46.5% MOF throw rate (12th)
0.56 EPA/play on those passes (1st)
Biggest drop in efficiency among qualifying QBs from Weeks 1-8 to rest of season.
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QB middle-of-field throw rate and EPA/dropback on those passes during 2025 regular season
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@dws1995 @DustyEvely less successful actually. on 4th down that extra 1.4% matters quite a bit so the ypa is kinda misleading
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@DustyEvely All I'm reading is that were more successful under center. I'll gouge out my eyes at another 4th and 1 HB zone out if SG
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Packers on 4th & Short:
Shotgun: 10 snaps, 6.7 YPA, 70.0% Success
Under Center: 7 snaps, 4.1 YPA, 71.4% Success
Cruz Oxenreider@TheRealCruzOx
When we line up in shotgun on 4th & 1
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@DustyEvely on 4th and 1 a lot of times that extra 1.4% matters more than the extra 2.6 ypa. but obv it's all very situational
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