Some Bitcoin Dude

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Some Bitcoin Dude

Some Bitcoin Dude

@SomeBitcoinDude

Liberty, Bitcoin, firearms, etc... I flew fighter jets for a while then management consulting

Katılım Ocak 2014
949 Takip Edilen1.5K Takipçiler
Thomas George
Thomas George@thomasg_grizzle·
Being short beer & pizza has been heck of a trade in the Ozempic / GLP-1 era.... retatrutide will be the grim reaper. 1yr return: $DPZ (-34%) $TAP (-21%) vs. $SPY (+28%) chart h/t @GodelTerminal
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Crémieux@cremieuxrecueil

Now that we have phase-3 results for retatrutide, it's time to revisit the question: What would happen to obesity if we gave every obese (BMI 30+) person the drug for just one year? Well, the obesity rate would fall by more than 80%! We'd be skinnier than the U.S. circa 1980!

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Quinn Thompson
Quinn Thompson@qthomp·
A question I can't shake: Has the Trump administration been deliberately blowing the AI bubble so these companies have cheap access to financing to reshore semiconductors before Taiwan loses its independence? Outside of national security, there aren't many great reasons to lever your entire economy to one cyclical sector.
Quinn Thompson@qthomp

x.com/i/article/2056…

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Blueprintsmb
Blueprintsmb@blueprintsmb22·
Jeff is very smart. Our firm would host him when he was at Goldman to share his thoughts on commodities with all the portfolio managers. His analysis is correct. The challenge is using his thoughts to make money. My gut says oil has peaked despite the supply deficit vs demand analysis arguing for $150+ oil. It’s all priced in. I remember seeing a fellow portfolio managers going from positive PNL to aggressively negative PNL and getting fired during COVID because they fundamentally believed no healthcare solution would happen overnight. Just feels like the second derivative of the Strait situation getting less bad makes it hard for oil to go higher. x.com/JoshYoung/stat…
Josh Young@JoshYoung

Jeff Currie said: "We're going to be out of oil going into the summer." What do you think?

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Some Bitcoin Dude
Some Bitcoin Dude@SomeBitcoinDude·
HAHAHAHA these guys are so out of their depth right now.
Treasury Secretary Scott Bessent@SecScottBessent

.@USTreasury is issuing a temporary 30-day general license to provide the most vulnerable nations with the ability to temporarily access Russian oil currently stranded at sea. This extension will provide additional flexibility, and we will work with these nations to provide specific licenses as needed. This general license will help stabilize the physical crude market and ensure oil reaches the most energy-vulnerable countries. It will also help reroute existing supply to countries most in need by reducing China’s ability to stockpile discounted oil.

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Treasury Secretary Scott Bessent
.@USTreasury is issuing a temporary 30-day general license to provide the most vulnerable nations with the ability to temporarily access Russian oil currently stranded at sea. This extension will provide additional flexibility, and we will work with these nations to provide specific licenses as needed. This general license will help stabilize the physical crude market and ensure oil reaches the most energy-vulnerable countries. It will also help reroute existing supply to countries most in need by reducing China’s ability to stockpile discounted oil.
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Some Bitcoin Dude
Some Bitcoin Dude@SomeBitcoinDude·
GenX is retarded because of lead poisioning, hahahah. But Moloch also
George Roush@GeorgeRoush

One thing that I didn't really touch on when I was describing the Putsch campaign was this: Lead. (and its effects on Gen X and the Boomers). Remember how I said that 50% of voters are age 50 or older? Well, when the staff were campaigning, we noticed a lot of emails from people aged 45-65, as well as in person interactions that came across as - intellectually disabled -incoherent (unable to string thoughts into a cohesive ideology) - drawing false equivalences / false pattern recognition / false associations - borderline schizophrenic behavior toward institutions These people were aggressive, and seemingly incompetent... lots of them. We were trying to understand if a large portion of our voting base were "cooked by media" as some of the zoomers put it, or if there was actually something else going on. We saw it in varying degrees from almost every Gen X / Generation Jones (late boomer). Some were atrocious: you couldn't explain simple topics to them, they couldn't follow basic reasoning, they couldn't focus on a conversation without interjecting with unrelated conspiracy nonsense (i.e. trying to explain data center zoning problems and they jump in with "it's all moloch" stuff). Explaining policy to about 1/3rd of our prospective voters seemed borderline impossible because they simply couldn't comprehend how systems function. Others weren't as bad, they were struggling to keep up with zoomers, but they were generally agreeable and open to policy ideas. And it showed up in our candidate. Our candidate seemed to display some form of impairment, which we couldn't clearly characterize, but although this impairment was offputting to Gen Z and millenials, the Gen X and Gen Jones people ATE IT UP. So, after I withdrew my support for the campaign, I regrouped with friends in Colorado and tried to understand "why". Our digging points to generational lead poisoning, on par with the third world, which also correlates to immigrants of the third world being seemingly insane (for reasons beyond busted cultures). It appears that a large portion of the voting base for the next 10-15 years will be severely intellectually deficient, with major personality disorders widespread in the voting population... people who think they are voting for "what's right" but because of lead toxicity, don't have the pathways needed to systematically approach problems- and as we replace existing Americans as part of the great replacement, we will see serious cognitive decline in younger voting bases, perpetuating the problem. You can draw this out to engineering and national advancement as well. Ever wonder why there's an advancement gap in most fields of engineering from 1995-2015? Look at the chart. Young engineers and retired boomers alike can point to a competency gap in Gen X, early millenial, and Gen Jones. This is when educational systems took their nose dive, when colleges grade-inflated to a point of absurdity, and when engineering progress slowed down. This isn't a problem with every single individual (in fact, at the micro scale, a lot gen X engineers are highly competent), it's at the macro scale, meaning that fewer individuals are *capable* of doing the work. This is applicable in current, elected politics. Looks at your party chairs and elected officials in this age range. Identify their competency. Gen Z staffers are quick to point out that these people have "brain rot" based on "closed door" performance. I also wonder if this contributed to the earlier boomers never really handing off society to Gen X. If 3.5 micrograms is damaging, we're looking at a generation with near 100% damage rate to some extent, a large portion of the population seriously damaged, and immigrants almost entirely severely damaged. This is going to be a major challenge for the United States, and we should start working on mitigation immediately. We need to adjust strategy and work to convince the damaged groups to support competency.

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George Roush
George Roush@GeorgeRoush·
One thing that I didn't really touch on when I was describing the Putsch campaign was this: Lead. (and its effects on Gen X and the Boomers). Remember how I said that 50% of voters are age 50 or older? Well, when the staff were campaigning, we noticed a lot of emails from people aged 45-65, as well as in person interactions that came across as - intellectually disabled -incoherent (unable to string thoughts into a cohesive ideology) - drawing false equivalences / false pattern recognition / false associations - borderline schizophrenic behavior toward institutions These people were aggressive, and seemingly incompetent... lots of them. We were trying to understand if a large portion of our voting base were "cooked by media" as some of the zoomers put it, or if there was actually something else going on. We saw it in varying degrees from almost every Gen X / Generation Jones (late boomer). Some were atrocious: you couldn't explain simple topics to them, they couldn't follow basic reasoning, they couldn't focus on a conversation without interjecting with unrelated conspiracy nonsense (i.e. trying to explain data center zoning problems and they jump in with "it's all moloch" stuff). Explaining policy to about 1/3rd of our prospective voters seemed borderline impossible because they simply couldn't comprehend how systems function. Others weren't as bad, they were struggling to keep up with zoomers, but they were generally agreeable and open to policy ideas. And it showed up in our candidate. Our candidate seemed to display some form of impairment, which we couldn't clearly characterize, but although this impairment was offputting to Gen Z and millenials, the Gen X and Gen Jones people ATE IT UP. So, after I withdrew my support for the campaign, I regrouped with friends in Colorado and tried to understand "why". Our digging points to generational lead poisoning, on par with the third world, which also correlates to immigrants of the third world being seemingly insane (for reasons beyond busted cultures). It appears that a large portion of the voting base for the next 10-15 years will be severely intellectually deficient, with major personality disorders widespread in the voting population... people who think they are voting for "what's right" but because of lead toxicity, don't have the pathways needed to systematically approach problems- and as we replace existing Americans as part of the great replacement, we will see serious cognitive decline in younger voting bases, perpetuating the problem. You can draw this out to engineering and national advancement as well. Ever wonder why there's an advancement gap in most fields of engineering from 1995-2015? Look at the chart. Young engineers and retired boomers alike can point to a competency gap in Gen X, early millenial, and Gen Jones. This is when educational systems took their nose dive, when colleges grade-inflated to a point of absurdity, and when engineering progress slowed down. This isn't a problem with every single individual (in fact, at the micro scale, a lot gen X engineers are highly competent), it's at the macro scale, meaning that fewer individuals are *capable* of doing the work. This is applicable in current, elected politics. Looks at your party chairs and elected officials in this age range. Identify their competency. Gen Z staffers are quick to point out that these people have "brain rot" based on "closed door" performance. I also wonder if this contributed to the earlier boomers never really handing off society to Gen X. If 3.5 micrograms is damaging, we're looking at a generation with near 100% damage rate to some extent, a large portion of the population seriously damaged, and immigrants almost entirely severely damaged. This is going to be a major challenge for the United States, and we should start working on mitigation immediately. We need to adjust strategy and work to convince the damaged groups to support competency.
George Roush tweet mediaGeorge Roush tweet mediaGeorge Roush tweet media
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αΩ - OPERATION FREE DALTON 'Chud the Builder'
I pulled every murder and attempted murder case from Montgomery County's public court records under DA Robert Nash. 16 cases. Not one exceeded $250,000 bail. Nash never requested no bond for any of them. Then Dalton Eatherly was charged with attempted murder where nobody died, in self defense, Nash requested complete detention, and the judge set bail at $1,250,000. Every case number is verifiable. The data is below.
αΩ - OPERATION FREE DALTON 'Chud the Builder' tweet media
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⳩ Баseд Тzarisт ⳩
⳩ Баseд Тzarisт ⳩@Basedtzarist·
A word of advice to the men in the church: Go bring a girl from outside the church and convert her. At this point, trying to network within the church in the west has proven fruitless.
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Ted Darling
Ted Darling@tdarling1·
@qthomp Central Command says 10% on missiles and defense systems. How do we square that circle?
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Quinn Thompson
Quinn Thompson@qthomp·
I believe Xi stonewalled Trump on Iran. The administration thought by keeping the Strait of Hormuz closed they achieve negotiating leverage over China for these talks. The problem with this that I haven't heard anyone talk about is that China has ~4x the crude reserves of the US and is depleting them at a fraction of the rate. In 2025 alone, China grew its oil in storage by more barrels than the entire amount of the US's reserves. Credible reports say Iran has rejuvenated missile and defense capabilities to 70% of prior levels and they are happy to keep oil prices sky high. Trump is in a bind. The infrastructure scar tissue from the Strait of Hormuz closure grows by the day. The 6-12 month outlook for oil prices is becoming more and more baked in the cake regardless of what Trump does in the short-term.
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Some Bitcoin Dude
Some Bitcoin Dude@SomeBitcoinDude·
@parkeralewis @jameslavish @BTCsessions @DoombergT H had some crazy theory about Australian economy collapsing because they would run out of DEF for their diesel trucks, and the govt just like waived the DEF requirement for a few weeks or something. Not great analysis. Many many such cases.
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Parker Lewis
Parker Lewis@parkeralewis·
@jameslavish @BTCsessions @DoombergT Does he still think money is what the government says money is? I stopped listening when he made that comment on an old podcast (TFTC i think).
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TankerTrackers.com, Inc.
TankerTrackers.com, Inc.@TankerTrackers·
Based on what CENTCOM is detailing in terms of today's (2026-05-08) actions, we can now specify that both NITC's SEA STAR III (9569205) and SEVDA (9172040) had actually infiltrated the blockade perimeter two days ago; 2026-05-06. SEA STAR III was seen 162nm (300km) west of the line. Third tanker was HASNA (9212917); yesterday (2026-05-07) off Shinas, Oman.
U.S. Central Command@CENTCOM

x.com/i/article/2052…

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Joseph Sneddon
Joseph Sneddon@XlancerTheGreat·
I think you're underestimating the capabilities of an A-10 to sink small boats without getting hit by return fire. Regardless, the AC-130 can easily sink those boats from a stand-off distance. The IRGC is already having a problem with desertions, 95% casualty rates would completely devastate moral.
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TankerTrackers.com, Inc.
TankerTrackers.com, Inc.@TankerTrackers·
The VLCC supertanker you see in the video below is BARAKAH (9902615). She is owned by UAE’s Abu Dhabi National Oil Company (ADNOC); the country’s state-owned oil & gas producer. BARAKAH was struck by Iranian drones on 2026-05-04, which is when we found her in this state on satellite imagery for clients. She’s empty of oil cargo following a secret transfer she had to conduct east of UAE to another tanker. She was struck once heading back west to fetch more oil. ADNOC condemned the attacks.
Soar@SoarAtlas

Satellite imagery appears to show a large oil tanker in the Strait of Hormuz leaking a trail of oil following a possible strike. Intense small speedboat activity can also be seen nearby. Explore and Compare: tinyurl.com/mt5vzhch #StraitofHormuz #Iran #MiddleEast

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Some Bitcoin Dude
Some Bitcoin Dude@SomeBitcoinDude·
@XlancerTheGreat @TankerTrackers Cuz the A-10s would get shot down like what happened 3 weeks ago. Also, the US could get 95% of the targets but the 5% that get through would do extensive damage. "Quantity has a quality all its own" - Joseph Stalin
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Joseph Sneddon
Joseph Sneddon@XlancerTheGreat·
@TankerTrackers I wonder what it would take for the USAF to set up regular A-10 or AC-130 combat air patrols to eliminate the IRGC's small boat swarms with $100 worth of ammo?
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Sama Hoole
Sama Hoole@SamaHoole·
The Ground Beef Mastery Ladder. Tier 1: Buys 5% lean. Drains the fat. Pats it with kitchen roll. Adds a splash of olive oil to "make it healthier." Tier 2: Buys 10%. Still drains it. Briefly considers keeping the fat but loses nerve at the last moment. Tier 3: Buys 15%. Stops draining. Stirs the fat back in. Tastes the food again for the first time in years. Tier 4: Buys 20%. Notices the bag is cheaper than the lean stuff. Notices it tastes better. Notices a pattern. Tier 5: Cooks the mince in butter on top of its own fat. The pan is now a small pond. The pond is the point. Tier 6: Stops adding herbs, spices, sauces, garlic, onion, and tomato paste. Discovers it was the meat they liked all along. Tier 7: Forgets the salt one evening. Eats it anyway. Realises halfway through that it didn't need the salt either. Sits with that for a while. Tier 8: Eats 500g in one sitting. Is full. Is not hungry until tomorrow lunchtime. Quietly suspicious of the last twenty years of breakfast advice. Tier 9: Buys mince for breakfast. Cooks it in tallow. Eats it with three eggs. Goes about their day. Tier 10: Asks the butcher for 70/30. The butcher nods like a man recognising one of his own. The journey is not from lean to fatty. The journey is from being afraid of food to being fed by it.
Sama Hoole tweet media
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