midlevel_wineguy, CFA, DipWSET

@jacksdiningroom Tom Yum Soup and Spicy Minced Pork w/Basil

Trying to decide what is the best hangover food? There could probably be a class at Harvard around this topic. I could go so many different ways right now. Chipotle is my usual.

Saturday Night Tour of French Wine Regions

@EneaDenkt @BitStrategy21 While this income strategy has worked over the last year or so, ie when it became popular to monetize the volatility, what happens when volatility goes exponential during a bull market? These income strategies get taken to the cleaners and go bust? It works until it doesn’t.

Good Morning Treasurers, I'm considering launching a BTCTC Treasury company (like @BitStrategy21) - where you effectively stack BTC treasuries shares, run options strategies for income and re-investment and use intelligent leverage to scale your stack. I figured this is much more more accessible, flexible and tax efficient for a EU private company than stacking BTC. If you are interested I'd like to connect! Comment below and I'll get in touch.

@hillery_dan Depends on which part of the cycle? Over time I agree. But Less liquid and smaller mkt cap companies often outperform in bull markets because it’s easier to outperform. Less capital required and usually higher short metrics (higher DTC, higher Utlilization rate, etc) - squeeze it

Well articulated. This is the "DAT" trade in essence.

@jwalkermobile That pizza looks🔥 and solid pairing choice also

Dinner at San Morrello in Detroit tonight, in the Shinola Hotel. Had a starter and pizza. Asparagus ‘carbonara’ pecorino cremosa, guanciale, black pepper The “OG” (Wood-fired) pepperoni, ‘nduja, fresno chili Both well paired with the 2021 Domaine Leflaive Macon-Verzé ‘Le Monte,’ especially the pizza which has a lot of spice. Lower end Riedel glasses, but still, totally workable. Wine list small but some decent selections, all appeared about 3x retail. Food, service and ambiance really nice. The table next to me FaceTiming my entire meal and yelling into the phone… not so much. And the pregnant pause of 25-minute between my first course and entree maybe a bit much. Still, overall, enjoyed and would go back. I also give high marks for the Muscos they played, Depeche Mode heavy… both dishes were very solid, and I’d have again, pizza just a little under cooked and doughy, but still great flavor, asparagus 10/10

@jwalkermobile 🫶

Do you like this MerLOW or MerLOT?

@mikealfred @Melt_Dem 😂😂😂 this better:

@Melt_Dem That doesn’t look like Krug or Cristal. Are you sure you’re ready to celebrate boss?

early stage investing is a rollercoaster important to celebrate milestones with founders and teams, it’s such an incredible feeling when things fall into place crucible portfolio is growing up 🥹

@jwalkermobile I was going to ask if this place was new on your video post - guess you already answered my question!

Along with Or’Esh, Ambassador’s Clubhouse are the top two new openings in NYC I am most excited about. AC is the NYC outpost from JKS Restaurants, which also includes in their portfolio the amazing 2 Michelin Star Gymkhana from London, and now in Las Vegas as well. AC’s kitchen is helmed by Chef Karan Mittal, Karan was kind enough to help me in advance of dinner with menu recommendations for my visit. Doors open at 5pm and had a good crowd outside by then. The restaurant decore itself is grand in a very polished Colonial Indian way. High end yet comfortable. Discussed with the Somm and both agreed either a Spatlese Riesling or White Burgundy based on the menu Chef Karan and I planned, and opted for the later, the 2023 J. L. & F. Chavy Folatieres Puligny-Monitrachet which worked well across all dishes. Our selections Beetroot Raj Kachori Chaat
Semolina Puff, Tandoori Beets, Lentil Sprouts, Masala Yogurt, Tamarind Chili Cheese Pakode
Hudson Valley Cheddar & Green Chili Croquettes, Tamatar Chutney Wagyu Beef Keema Naan
Mishima Reserve Beef, Bone Marrow & Caramelized Onion Masala Shrimp Nargisi kofta Original BBQ Butter Chicken Chops
Crystal Valley Chicken Thighs, Cashew Nut & Ghee Masala, Cilantro Kotkapura Royal Atta Chicken Palmetto Farms Stuffed Poussin, Saffron & Egg Pilau, Butter Naan Masaledar Lamb Biryani
Braised Lamb Shank, Saffron, Caramelized Carrots, Sultanas, Almond Nibs Banana, Peanut & Dark Chocolate Kheer Basmati Rice Pudding, Banana Ice Cream, Caramelized Peanut & Popcorn Citrus Fruit & Frozen Lassi Chaat
Nounó Yogurt Ice Cream, Grapefruit Murrabba, Pistachio Chikki Every dish was a 10/10 for flavor and visual, all served expertly by a friendly and well informed staff. There isn’t one dish we had that I wouldn’t wholeheartedly recommend. If I was forced to pick my two favorites, they’d be the Shrimp Nargisi kofta, which is reminiscent of a perfect scotch egg, and the Banana, Peanut & Dark Chocolate Kheer which h is now in my very few top desserts in NYC. It’s clear to me that AC and Chef Karan will receive a Michelin Star very soon. I rated 9.9 on Beli, putting it in my Top 4 restaurants in NYC, and on par with Gymkhana London. The food is super flavorful, without being overly heavy and laden with Ghee and Cream, my recommendation is go with a group, and share as many of the amazing dishes as possible. While we enjoyed the white burgundy, AC does have a fantastic list of creative cocktails, with and without Alcohol.

@jwalkermobile Wow looks spectacular.

Ambassador’s Clubhouse NYC

@jwalkermobile @_we_love_food I used to love grilling Cauliflower steaks - was a speciality of mine in HK during the pandemic.

@_we_love_food Love it

Easily the worst Veggie … right?

@markjeffrey Probably need better PR than just this?

Fish (another major subnet operator) also weighs in:

Const on the Covenant departure:

@jwalkermobile Chicken shawarma all day with generous amount of chili sauce 🌶️

How do you feel about Shawarma?

@jwalkermobile Looks fantastic. Bottle of vintage champs with that please.

The Corner Store’s Chicken Tenders and their Caesar Salad, the best in NYC

@willywoo So a deeper bear following a weaker bull? Seems unlikely with network effects increasing. Like you said, with only a few data points it’s hard to extrapolate a path with high probability. Previous cycles didn’t have billions of dollars of support by TC prefs & insto demand.

Finally, IMO there's a very good chance we get a deeper bear due to a breakdown of the secular bull market in global macro.

Old school onchain models suggest a BTC bottom between 46k-54k. Also hints at how much time we have to wait. Orange line correlates to the capital stored in BTC and it has been leaving since November. CVDD Floor Model has the advantage of climbing over time, 45.5k right now.

@JC_ParetsX Unfortunately, I’ll be arriving stateside from HK in late May so will miss it. Interested to check out the NYC wine scene though - moving back after 7 years trading at a HF in HK. And will launch a wine platform upon arrival 🚀🍷

@ML_wineguy there aren't in nyc. yes CMS workshop. You going?

Are you a certified sommelier or somm candidate and going to the deductive tasting in chicago in May? I kind of want to go. Let me know if you're in and convince me.

@TheStalwart The sad part is…if that wasn’t true the war might be over already? We keep getting served appetizer nachos when we need a TACO

Still true (this was about the S&P)

@Dennis_Porter_ Better or worse than the Gov of Cali candidate?

I just got off a phone call. It happened. This is huge for Bitcoin. Something that will be first of its kind. More details coming tomorrow!

Balaji might seem out there at times, but he’s almost always just 6 months and 60% ahead of the consensus

@jwalkermobile That’ll do!

@ML_wineguy Or…

Butter poached lobster, 🦞 who’s in?