Nathan C. Perry

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Nathan C. Perry

Nathan C. Perry

@NathanCPerry

SIC SEMPER TYRANNIS

Alexandria, VA Katılım Kasım 2011
1.4K Takip Edilen1.8K Takipçiler
Nathan C. Perry
Nathan C. Perry@NathanCPerry·
I’ve wondered if it’s like the $50 you get for joining Polymarket. But each month. Like I regularly hit the limit in a session limit in Claude code. But man if it ain’t a dopamine rush. So you spend some money to get credits in real time because you’re still in flow and the dopamine hits are coming and you don’t want it to stop.
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Jakob
Jakob@jakob_btc·
@goodalexander i also think the subsidy is them playing the "lose money to become the default" game you get $200, build muscle memory, adopt their workflows, and build on their stack. by the time the prices go up, the switching costs are high but yeah, not your weights, not your ai
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goodalexander
goodalexander@goodalexander·
I just sort of assume the AI plans give you $10k of compute a month for free for $200 because they steal all your IP this seems obvious? and yet... people are so trusting
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Nathan C. Perry
Nathan C. Perry@NathanCPerry·
@CorySwan @saylor He’s also one of the best, if not THE best, living capital allocators. It’s also quite common that people with engineering backgrounds are great capital allocators.
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Nathan C. Perry
Nathan C. Perry@NathanCPerry·
@ChrisMMillas If they survive this bear market without missing a payment (I full except they will!), that will increase the confidence of a lot of credit investors.
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Chris Millas
Chris Millas@ChrisMMillas·
The entire $MSTR business model is now oriented around credit instruments. That changes the psychology of the investor base. Equity investors are willing to tolerate volatility because they are chasing long-term upside. Credit investors are different. The primary concern for credit investors is the confidence that dividends will continue to be paid, regardless of what markets are doing. Given the volatile nature of Bitcoin, that confidence cannot depend on the day-to-day price of $BTC or $MSTR. Instead, it must be derived from a larger USD Reserve. IMO, one that is large enough to fund dividends through a full typical market cycle.
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Nathan C. Perry
Nathan C. Perry@NathanCPerry·
I certainly think the desperation makes it more likely. But also, TACO. Also, he has lots of other things he could do before that. Plus as much as his cabinet is made up of subservient lackeys, I do think that might actually be a bridge too far. But if we end having to rely on them his cabinet we’re in an extremely scary and dangerous time and place.
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Nathan C. Perry retweetledi
Bitcoin Well
Bitcoin Well@bitcoinwell·
The most common way to lose your bitcoin isn't a hack. It's dying without a plan. Don't name a stranger from a podcast as your failsafe. Write it down. Run a fire drill with your family. Self-custody isn't just about protecting your bitcoin. It's making sure it survives you.
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Nathan C. Perry
Nathan C. Perry@NathanCPerry·
@trishtaylor @juliaccarreon Nah. This is too ordered of a theory for a disordered man who is continuously gritting further disordered as his dementia progresses.
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X@trishtaylor·
@juliaccarreon I don't know - I sort of think he's in cahoots with Iran. Like they got a deal going for this back and forth, because they're both getting rich.
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Nathan C. Perry
Nathan C. Perry@NathanCPerry·
I’m skeptical he’ll drop the nuke but the risk with him is the probability of him dropping a nuke has always been many orders of magnitude larger than any president in my lifetime. It’s gone from an effectively zero percent chance to plausible though extremely unlikely black swan event. I’ve always given it like 1-5% chance. Which is just insane.
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Frank Chaparro
Frank Chaparro@fintechfrank·
Bitcoin and Ethereum tweet volume falls to 12-month lows despite institutional crypto boom
Frank Chaparro tweet media
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J.D. Banker
J.D. Banker@DadInvest·
I saw a guy I follow tweet that he’s down 40% YTD. I can’t underscore this enough: that sucks. What you’re doing is not working, do something else or turn it over to a professional.
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Steven Lubka ☀️
Steven Lubka ☀️@DzambhalaHODL·
@resistancemoney In 2022 I gave a training session to the Swan sales team in defense of short, human written emails I concluded that automation made it so even the occasional typo was net positive because it made the reader not mentally bucket it as automated junk
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Andrew M. Bailey
Andrew M. Bailey@resistancemoney·
Applied for a post at a technology firm. I'm saying this in public, just in case anyone later doubts me: my application was entirely human-generated, and purposefully included exactly one (1) grammatical error to prove it!
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Nathan C. Perry
Nathan C. Perry@NathanCPerry·
There’s basically no hard econ though. Even if it’s measurable. People have thoughts about it and a lot of other stuff people know about actually does matter in a way that knowing about sociology or psychology or the humanities gives you zero insight into chemistry. And people actually think about it or things that directly impact it (finance, business, investing, banking, politics) which does in fact impact it. (George Soros reflexivity.)
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Mark S. Zaid
Mark S. Zaid@MarkSZaidEsq·
The difference between Trump's political sycophants who mouth off unprofessionally for their boss and the lawyers representing him (including at DOJ) is that the lawyers need their licenses to practice after this Administration ends (and eventually it will). They're on notice.
Adam Klasfeld@KlasfeldReports

BREAKING A federal judge NULLIFIES the purported “settlement” behind Trump’s $1.776B slush fund, finding there was never a “case or controversy” — and referring his attorney for possible professional discipline. Doc storage.courtlistener.com/recap/gov.usco…

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Nathan C. Perry retweetledi
Nathan C. Perry retweetledi
George Conway ⚖️🇺🇸
No, no, no, Rick. Our ever-handy and powerful president fixed the gash by himself in the middle of the night—because only he could fix it. Big strong men, with tears in their eyes, pleaded with him: “Sir, please let us help—this is too much for any one man to do, and we are here to serve you.” Our supremely masculine president declined their help, saying that “this is far too manly a male task for any man other than me to do. I must do it alone.” And he did. In record time, like no one had ever seen before. And he saw that it was good. And thence, with the strength of many manly men, he cranked a valve open and drained the reflecting pool of all the foul algae that had been planted there by the evil Barack-Hussein-O'Hillary-Sleepy-Joe-Kamabla Communist Dumbocrats. And so the sun, rising from the East, now shines gloriously on the beautiful American-flag blue polymer lining of the pool. And the president saw that it was good, like he is.
Rick Wilson@TheRickWilson

Weird, right? It's almost as if...and ride with me here...Trump is a lying liar who lies.

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Joshua Reed Eakle 🗽
The same "Never Comply" crowd that won't change their thermostat, wear a mask, or use a paper straw turns into "comply or die" the second masked federal agents start gunning down people on American streets. Don't let them gaslight you into thinking they stand for liberty.
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Nathan C. Perry
Nathan C. Perry@NathanCPerry·
Woot! Freddy’s back!
Freddy🇩🇪@FreddyLA7

Hello again. We’re currently in Clemson, South Carolina. I’ve decided to come back here to document the final part of our road trip. The main reason I deactivated my account two weeks ago was that things became increasingly toxic. For some people, it’s unfortunately unfathomable that a good story can exist without some kind of hidden agenda behind it. There was even a Reddit group going through my entire account trying to find anything they could use to reveal my identity. I know this was only a small percentage of people, but after a while it became exhausting. During the last two weeks, I received so many kind messages on Instagram, and they really made me realize how many people genuinely enjoyed following the trip. Some people even told me that their grandparents regularly ask them, “What are the Germans up to today?” I think that’s really cool. I decided to continue because I realized that the overwhelming majority of people loved following along. A small group of very loud people shouldn’t be able to ruin something that brought so many others joy. I also want to clear something up, as people who follow me on Instagram already know. I’ve been to the United States before. This is not my first visit, and I’ve never claimed that it was. The last time I was here was in January 2022, when I visited New York and Philadelphia. A lot of people shared my Raising Cane’s post from November 2025 to make it look like I was secretly American. That post wasn’t from the United States, it was from my trip to Saudi Arabia. This is my first time back in the U.S. in more than four years, and apart from Boston, I’d never visited any of the places we’ve been to on this trip before. That’s probably why many people assumed it was our first time in America, because for all of these places, it actually was. And let me tell you, Ohio and Alabama are very different from New York City or Los Angeles. If you have any questions, feel free to ask. Thanks for reading.

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