LynxGM 🪙

Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

Incredible advice from Claude

In adults, limiting smartphone functionality to texting and calls and blocking all social media and mobile internet for 2 weeks significantly improved attention, self-reported well-being and mental health. 90% of participants experienced a benefit.

I believe in socializing basically 24/7. This has made me more money than anything else. High energy levels and constant social interaction.

it is an unwritten rule of life that after every prolonged period of hardship and uncertainty, there is going to be a period when you are going to achieve quantum leaps across multiple areas of your life. the only requirement is that you do not give up on yourself

easiest places to find a gf/bf in DC: - longworth cafeteria starbucks line - protest in lafayette square - tune inn at 2am - the e barrett prettyman federal courthouse - making eye contact on the dirksen line electric monorail - arlington national cemetery - pentagon security line - dulles people movers - the burned out rubble of rfk stadium - tatte bakery - any random sit down political dinner at the capitol hilton - desert 5 - rave at vera on saturdays - the basement of capital hill club at 2pm on a weekday

@Jac614297 @JTAlexander @CaesariteJoseph Answer this now @JTAlexander , do you reject?

Non-Catholics constantly misunderstand the nature of Catholicism and the Papacy. To be clear: 99.99% of the time, the Pope’s opinions are just his opinions. We aren’t bound by them and often disagree with them—especially over the past 20 years. The current gap between the laity, the other laity, and the Senior Clergy is primarily one of age. Catholics over 65 are virtually all relatively liberal. Catholics over ~45 are virtually all mirrors of their local politics. Catholics between ~35 and ~45 lean hard in favor of Trump. Catholics under 35 are virtually all praying for a Pope to order a Crusade against Congress and California. The Pope and USCCB are all over 65. It’s not hard to see what’s going on.

If I had to learn system design fundamentals from scratch, I would read the following 16 curated articles (links below): ↓

I have never seen a man: -Eat 3–4 eggs every morning -Eat 1 avocado daily -Eat bananas and fresh fruits during the day -Eat spinach or green vegetables regularly -Eat salmon or fatty fish twice a week -Eat a handful of pumpkin seeds and nuts daily -Use olive oil instead of processed oils -Drink 2–3 liters of water every day -Sleep 7–8 hours every night -Exercise 3–4 times a week -Do squats, walking, or running for blood circulation -Get 15–30 minutes of sunlight daily -Avoid smoking, too much alcohol, and constant junk food …and still struggle with weak erections. Its impossible.

4 minerals most people are chronically low in (and the richest food sources for each): 1. magnesium.

If it bothers you, just get it done. I had a Norwood 1, Turkeymaxxed that shit. I had yellow teeth, bought a teeth whitening kit. Bottom row of my teeth is crooked, made an appointment with an orthodontist. If it bothers you, just get it done. Investing in yourself is smart and always worth it.

Anthropic just launched Anthropic Academy Totally free — 13+ official courses, complete with certificates, and zero subscription required. Some highlights: → Claude 101 (perfect starting point) → Claude Code in Action → Building with the Claude API (seriously in-depth, 8+ hours of content) → Intro to MCP + Advanced MCP → Agent Skills → Claude on AWS Bedrock & Google Vertex AI anthropic.skilljar.com

Building a routine Learning how strong personal systems operate Working on myself mentally and physically Reading more Learning about financial literacy before making money Asking questions and actually acting on the advice received Not remixing high probability outcomes

“Most people don’t want be pushed that hard. They want to be pushed to their level of comfort. You need coaches that push you outside your comfort zone because that’s how you grow and that’s how you develop self confidence and self esteem. They push you to deal with failure,” Tom Brady 🎥 @dc_mma

would recommend anyone looking to enhance their problem solving / system thinking skills to download and play factorio. Playing it has completely rewired by brain and changed how I see the world. It teaches you how to think and solve problems when your brain is at max capacity. the game is actually mandatory for employees at some tech companies.

I'm Boris and I created Claude Code. I wanted to quickly share a few tips for using Claude Code, sourced directly from the Claude Code team. The way the team uses Claude is different than how I use it. Remember: there is no one right way to use Claude Code -- everyones' setup is different. You should experiment to see what works for you!

If you listen to a song over and over, or perform the same prayer every single day for years, it becomes hardwired into your brain. The structure of your brain is encoded in your epigenetics, and passed onto your children. When your children hear that same song, or recite that same prayer, the neural pathways they inherited light up in a familiar way. We pass on our spirits, not just our DNA.

Most engineers using Claude Code are shipping faster while learning slower. You get the working code. You merge the PR. You move to the next ticket. But the reasoning that made it work? Gone. The bugs you avoided because Claude caught them? Never internalized. The architectural pattern Claude chose? You couldn’t explain it in an interview. This CLAUDE.md hack flips the dynamic. You’re forcing the AI to teach you what it just did. Technical architecture. The “why” behind technology choices. The bugs and how they got fixed. It’s documentation that compounds. Six months from now, you have a personal engineering wiki written by an expert tutor who watched you build everything. The engineers who figure this out will learn 3x faster than their peers running the same tools. Same AI access. Completely different trajectory.