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₿ SG HODL ₿
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7 supplements with actual human trial evidence for aging, ranked by proof strength:
1. GlyNAC (Glycine + NAC), $0.50/day
Baylor RCT, 24 adults, 16 weeks. Corrected 7 hallmarks of aging: oxidative stress down 70%+, mitochondrial dysfunction, insulin resistance, genomic damage, senescence. Glutathione up 164%. Gait speed improved.
2. Creatine, $0.10/day
Meta-analysis of 22 RCTs (n=721 older adults): improved lean mass and muscle function. WHICAP cohort (n=2,900): dementia risk down ~30%.
3. Urolithin A (Mitopure), $2/day
Nature Aging (Nov 2025), 50 adults, 28 days: expanded naive CD8+ T cells, reduced T-cell exhaustion, improved CD8+ fatty acid oxidation +14.7pp. Separate RCT: 12% muscle strength gain.
4. NMN, $1-2/day
GeroScience 2023, 80 adults, 60-day multicenter RCT: blood biological age held flat across all doses while placebo aged (p<0.05). NAD+ rose (p≤0.001). Six-minute walk improved.
5. Spermidine, $0.30/day
20-year Graz cohort: lower mortality. 1-year pilot in MCI (n=100): 42% showed cognitive improvement vs decline in placebo.
6. Alpha-Ketoglutarate (Ca-AKG), $0.50/day
42-person study (2022): ~8-year biological age reduction on Horvath clock. ABLE trial (NCT05706389, 120 adults, 6-month RCT): results pending.
7. Taurine, $0.15/day
Science 2023: 10-12% lifespan extension in mice and worms. Blood levels drop ~80% from youth to old age. Zero human aging RCTs completed. NCT05930210 ongoing.
The honest ranking: creatine has the most RCT replications. GlyNAC has the most hallmarks corrected. Taurine has the most promising animal data and the least human evidence. I'd start with creatine.
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₿ SG HODL ₿ retweetledi
₿ SG HODL ₿ retweetledi
Videogame technology is disrupting the real estate sector 🏡
📷 Scan a house
🪄 Train a 3D Gaussian splat
🌐 Publish to the web with @playcanvas
Buyers can speedrun through property listings! 🏃
Try it for yourself on SuperSplat 🔗👇
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₿ SG HODL ₿ retweetledi
If you've been wondering why $STRC is taking longer to get to par this month, you aren't alone.
In the lead-up to the March and April ex-dividend dates, STRC spent about 10 days at par each month. If it returns to par by tomorrow morning, it will be limited to 6 days this cycle.
I've been thinking about this topic for a while, even before it became clear that STRC would struggle a bit more this month. Here are my thoughts.
Let's begin with a taxonomy of STRC investors. I count at least four types:
(1) Arbitrageurs who buy shortly before the ex-dividend date with the intention of selling STRC after the ex date. These investors are aiming to capture the dividend, less whatever capital loss they incur afterward.
(2) Arbitrageurs who buy shortly after the ex-dividend date — usually from type (1) sellers — with the intention of selling closer to par, so they can capture the expected capital appreciation of STRC on its way back to $100.
(3) Investors who treat STRC like a general-purpose money market account. You can loosely think of these investors as medium- or long-term investors who aren't afraid to sell some of their shares to raise a little capital here and there.
(4) Investors who will never sell STRC. Since it's impossible to tell type (3) from type (4) in advance, these type (4) investors can be thought of as starting off as type (3) investors and then graduating into type (4) after some period of time, similar to the way short-term cohorts graduate into longer-term ones in on-chain analysis.
Now we can reason through some deeper analysis of how these different investor types impact price:
→ In type (1), the selling pressure is what drives down the ex-dividend price and keeps it bogged down in that region for several days.
→ @PunterJeff once asked on an episode of True North, "Who is selling STRC at $99.99?" I remember hearing him pose the question and wondering the same thing. I now realize it's mostly type (2) investors. Type (2) investors notably don't need the price to recover completely to par before they can sell for a reasonable profit. Many of these folks will set their limit orders to sell in the range of $99.95 to $99.99. This is likely why the price of STRC tends to hover just below par for several days.
→ Type (3) investors may be overlooked as a source of selling pressure. These investors may have accumulated many dividends, but if they need to sell a few shares, they likely will want to sell at as high a price as possible, subject to their timing constraints, which leads them to temporarily transform into type (2) investors. At first glance, this type (3)-to-(2) cohort might be written off as having little influence since most type (3) investors aren't selling in any given month. But if we zoom out, it's easy to reason that most holders of STRC are neither type (1) nor type (2), which means most are types (3) and (4). This means that even if type (3) makes up a smaller minority of type (3+4), it can exert influence comparable to types (1) or (2) in any given monthly cycle.
→ Since they will never sell, type (4) investors are essentially invisible to the market and can thus be ignored entirely from the denominator when calculating fractions of impact. This is a somewhat profound realization, because it reveals that the entire STRC market on any given day is made up of either active arbitrageurs or investors who are entering or exiting positions from the type (3) cohort. Any reduction of inflows into the type (3) class will tend to lead to imbalance and sideways chop.
→ Notice that even as the market cap of STRC grows, even slight fluctuations in the share of market participants who fall into type (1), or especially types (2) or (3)-to-(2), can increase the number of days below par, which necessarily reduces the number of days at par.
→ Last month was a particularly successful month for STRC issuance. My best guess is that the huge inflow of capital during April changed the mix of investors noticeably for the current cycle, which is leading us into the current setup where we will have more days below par (and fewer at par).
→ My theory is that @Strategy leadership saw this dynamic developing in their private data — and/or saw in their modeling that it could or was likely to develop — and that it was the primary motivating factor behind their push for the semi-monthly dividend amendment. They likely understood before anyone else that the "~10 days at par" pattern we saw in March and April was unstable.
→ Ultimately, days at par is less important to the success of STRC than volume at par — or more precisely, captured volume at par. The big money seems to prefer arriving to the party fashionably late. Frequency of return to par will also help, and this will almost certainly double post-amendment.
→ Going forward, I expect the next cycle (going into mid-June) to look similar to this one. Once the semi-monthly dividend schedule is in place, I expect days per month at par to remain roughly similar for one, maybe two cycles. Beyond that, it's anyone's guess how this will shake out. My base case is for days at par to remain stable. It could increase if some of the arbitrageurs decide that the added churn needed to squeeze out those few extra bips isn't worth it. It could also decrease if the reliability of STRC draws in even more arbitrageurs who automate the arbing using AI.
One thing is certain: STRC has injected new vitality into $MSTR, the #Bitcoin ecosystem, and the broader financial markets.
🟠
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₿ SG HODL ₿ retweetledi
A 25 year old just turned $225 million into $5.5 billion in 12 months.
Here’s exactly what he bought.
Leopold Aschenbrenner got fired from OpenAI in April 2024.
He spent the next few months writing a 165-page thesis predicting AGI by 2027.
Then he launched a fund and put his money where his thesis was.
He bought zero Nvidia. Zero Microsoft. Zero Google. Zero Amazon.
He bought what AI actually runs on.
Bloom Energy (BE), power infrastructure for data centers. Up 1,422% in one year.
Lumentum (LITE), optical components that move data between chips. Up 1,331%.
Sandisk (SNDK), storage. Up 3,130%.
CoreWeave (CRWV), GPU cloud infrastructure. Up 166%.
Iris Energy (IREN), AI computing and data centers. Up 583%.
The thesis was simple: every AI company needs energy, bandwidth, storage, and compute.
Nobody was buying those. Everyone was buying the AI companies themselves.
He was right.
His fund now manages $6 billion. Backed by Patrick and John Collison of Stripe and former GitHub CEO Nat Friedman.
I’m adding this to my watchlist.
Every time he files a new 13F, we will break it down here.
Turn on notifications so you don’t miss the alert, this is VERY important.
Many people will wish they followed us sooner.
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₿ SG HODL ₿ retweetledi
Had a Jane Street phone interview in 2016. "Price a 6-month forward on carrots."
There's no carrot futures market, so I build one from scratch: seasonal harvest cycles, USDA demand elasticity, cold storage decay rates.
One trader stops me. "Your storage cost function– you're modeling the carrot as dead inventory. Like grain in a silo." He asks me the metabolic respiration rate of a post-harvest carrot at 2°C. I estimate.
"Your forward is overpriced by exactly that shrinkage. The underlying is consuming its own sugars. It's alive." Good correction. I adjust the model. I think I've recovered.
Rejection email comes the next morning. Subject: "Ethical Review." My framework, they write, "relied on the severance of the root organism from its growth medium." The question about respiration was a test. The carrot was still alive and I'd built an entire derivatives structure on top of its death without questioning whether harvest was an acceptable act.
I pull up the recruiter's original email. It doesn't say Jane Street. It says Jain Street– a non-violent quantitative commodities fund.
The carrot was never supposed to be priced. It was supposed to be refused. I later learn the only candidate who passed that round was a former monk from Gujarat who sat in silence for eleven minutes and said, "I cannot put a price on life." He's now a partner.
Deedy@deedydas
Jane Street made ~$40B in 2025 with 3,500 employees, a ~2x from the year before. At ~65-70% profit margin, that's $8M profit / employee, the highest for a 1000+ ppl company. High-frequency trading continues to be the most efficient money making engine. I want to share an old story about my Jane Street interview in 2014. Jane Street was known for hiring a lot of math, physics and CS olympiad winners from top universities and putting them through many rounds - including, for trading roles, a gauntlet of mental math. It was my 6th interview and my final round and I recall being asked "What is the next day after today in DD/MM/YYYY where all the digits are unique?" They'd toy with you and say "You can use a pencil and paper, if you want" but you knew that was an instant no. Painstakingly and as quickly as I could, I came to an answer. "How confident are you that this is correct on a 0-1 probability scale?" the interviewer said. "0.95", I blurted out, not fully knowing how to answer that. "Are you sure?" After thinking harder for a few more seconds, I realized I could've flipped the digits around to get a closer date. I gave the interviewer my answer. It was correct. "0.95 huh?" he chuckled. That's when I knew I failed. Note: fwiw, other companies that come close in efficiency are - Tether ($90M+ profit/emp) - Hyperliquid ($80M+ profit/emp) and on revenue: - Valve ($50M/emp) - OnlyFans ($37M/emp) - Craigslist ($14M/emp) - Anthropic ($12M/emp, run rate) - OpenAI ($8M/emp, run rate) For comparison, Nvidia is very efficient at scale and is $4.4M/emp.
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₿ SG HODL ₿ retweetledi
I find it interesting that no one on CT is talking about $STRC stablecoins.
If we combine the TVL of @apyx_fi and @saturn_credit it exceeds $300M.
What is most interesting is that DeFi TVL has shrunk due to the recent exploits so going against headwinds is very impressive.
Top 5 stablecoin backing in the making. Can see a path to multibillion as Saylor closes in on shortening the dividend timing (reduces the peg volatility / enables more efficient leverage).
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₿ SG HODL ₿ retweetledi
If you could only swap one thing in your wardrobe, make it your socks.
Your feet have the highest sweat gland density on your body — up to 700 per sq cm.
Polyester releases endocrine disruptors and carcinogens through your skin when you sweat.
One study found BPA in 100+ polyester sock brands at up to 31x safe limits.
Most “cotton” socks aren’t — Nike Dri-FIT Everyday Cotton is 30% polyester.
Find 100% natural fiber socks on the Oasis app.
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₿ SG HODL ₿ retweetledi
THE PHOTONICS ROTATION
Almost nobody is watching photonics.
As AI clusters scale, copper hits physical limits and the next bottleneck becomes optical infrastructure.
Here are 15 names positioned for it:
1. $LITE owns the laser + optical switching side of the trade and is one of the cleanest pure plays on AI optical demand.
2. $COHR wins from lasers, modules, and networking hardware that power hyperscale AI infrastructure and cloud expansion.
3. $AAOI is one of the best ways to play AI optical transceivers with major hyperscaler demand for 800G and 1.6T connectivity.
4. $SIVE benefits from the push toward faster semiconductor-to-optical integration as AI infrastructure scales.
5. $MRVL controls a huge part of the DSP + interconnect story with optical networking chips and high-speed connectivity.
6. $AVGO sits at the center of AI networking through switching, custom silicon, and optical interconnect demand.
7. $ANET is the Ethernet backbone moving massive AI workloads across hyperscale clusters and data centers.
8. $GLW supplies the specialty glass + fiber needed for the optical transport layer behind AI infrastructure.
9. $JBL benefits from building and scaling the actual hardware behind networking systems and optical modules.
10. $AEHR wins from burn-in + testing demand as AI ASICs and high-power optical hardware move into production.
11. $POET is focused on lower-cost optical engines designed to improve efficiency inside AI data centers.
12. $LWLG is pushing next-gen polymer photonics that could make optical communication faster and more efficient.
13. $QCLS brings exposure to advanced laser systems supporting precision photonics and next-gen optical demand.
14. $LPTH provides specialty optics and photonic components tied to industrial, defense, and AI-driven systems.
15. $ALAB gives exposure to the connectivity + infrastructure side helping AI clusters scale faster.
Most people won’t care until these are already up 100%.
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₿ SG HODL ₿ retweetledi
BREAKING: New Bitcoin Fork
I am helping create a **new Bitcoin Hardfork** -- dropping this August, called "eCash".
- Your coins will split. For example, if you have 4.19 BTC, then you will get 4.19 eCash.
- You may sell your eCash -- or keep it. Or ignore it!
Vegas:
- Yes, I will be in Vegas next week.
- No, I won't mention this, on stage -- (that would be rude).
Our L1 Node...
- is a near-copy of Bitcoin Core.
- is Sha256d mined.
- forks via a one-time difficulty-reset -- to its minimum value. (So, mining will be crazy at first.)
- Yes, we will change the seed nodes, the name, the network magic, etc.
Codewise, the L1 will remain compatible with Bitcoin Core:
- We will continue to merge their changes (even the bad ones).
- The L1 will activate Bip300/301 via CUSF -- the core untouched soft fork. So, no lines of code will be changed, on the L1.
- The activation client will be published periodically (link below).
- We will do several bug bounty contests this summer.
- The client will be frozen 30 days prior to the fork.
Yes, there will be Drivechains:
- We have 7 in developement right now.
- Users can also submit their own.
- Drivechain is a vision of "competing L2s" -- this avoids the "dev capture" problem.
- These L2s are all Merged Mined. Miners automatically get free $.
- Our L2s are already capable of planetary scale, and onboarding 8 billion users.
- We also have a zCash-like L2, with strong privacy.
- Other L2s: Truthcoin (Prediction Markets), CoinShift (Decentralized Exchange), BitAssets (NFT etc), BitNames (Identity), Photon (Quantum Resistant).
Unlike BCH (the 2017 fork):
- There is no "Bitcoin" in the name. New name, new brand.
- You are getting advanced warning (4 months).
- We are replaying all txns (at first). We will release a coin-splitter tool.
- This is a permanent & sustainable fix to Bitcoin's problems (instead of a 1 MB to 8 MB temporary fix).
- Back in 2017, the BTC tech stack was strong, and expectations for Lightning were strong. Today, it is the reverse.
Video to follow.
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₿ SG HODL ₿ retweetledi
₿ SG HODL ₿ retweetledi
Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE
Just throwing out other thoughts aside from $AAOI and $AEHR.
N@NabQ321
@aleabitoreddit Hey Serenity, If you already have a position in $AAOI, and a small bag of $AEHR, what 2-3 other stock would you look to add now/next few weeks to hold for 1+ years? (Excluding $SIVE and the small Asian stocks as not available for me) thanks for all you share!
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@hoeflatoor simi methylene blue limpei only play bonnie blue and bluray
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Wat a Sinkie Patriot... my brudders... when u go fishtank, what do fishtank owners do to have healthy fish?
they use METHYLENE BLUE tank cleaner... u may think... LJB... kanasai... u telling me to drink CLEANER??
我亲爱的滥交徒弟... yes.
If ur a naughty boy boy n go to these kind of places for piak piak... pls... dun just carry $500 sgd in ur fannypack for the shadow economy... carry methylene blue drops oso lah...
after u paylah the vietbu her tip (always nego down $20-30 minimum), dun forget to wash hands... wet market fishmongers all have hygiene rules... dat u can oso follow rite... haiz... dun come home ur finger got some giam giam mackerel odor... walao
pls go to 7/11 afterward... buy urself some coke or fizzy drink... spam methylene blue drops... shake shake like ur lanjiao just experience... then CHUG the whole bottle.
methylene blue v protective! boost immunity. any STDs will kena instant reject like angmoh applying for SG PR! it is like chemical cordyceps!
LJB not speaking from personal experience... but dis method work one okay. Dun anyhow PUI on my pearls of wisdom...
n when u enter these establishments, u must feel the energy of the place... places w STD all got weird vibe one... like demon possessing the walls... want to jiak ur kkj energy... avoid at all costs... dun think w ur lanjiao...
moment the energy is bo bian, just gostan... go somewhere else...
ofc got some v clean neighborhoods... but why would LJB spoil market?
chum lor...
-LJB
Mothership@MothershipSG
Woman says husband caught STD from Toa Payoh massage shop, MPs say enforcement in place & vigilance needed bit.ly/4mE56ki
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₿ SG HODL ₿ retweetledi
I'm already seeing FUD about Strategy's cash reserve not covering as many months of dividends as before.
Consider this:
Every share of STRC adds $100 to the capital structure but will require $23 in cash if we wanted to ensure 2 yrs of coverage for that share.
In effect, this means that for every STRC share sold, Strategy should set aside $23 and only use $77 for BTC.
The effective cost of capital under this procedure is therefore immediately >30% because you only got $77 to invest yet you have a $100 notional outstanding and a $11.50/year obligation.
Imagine a loan origination fee of 23%... that's what we're talking about here.
It should be obvious that this is NOT the strategy of the cash reserve, or else there is no way for MSTR to outperform BTC.
Even a 30% BTC ARR, this has MSTR taking all the risk without any economic return since the cost of capital will eat all the ARR.
Therefore, the reserve may grow over time, but it certainly will not and cannot maintain a constant number of coverage years (unless the dividend rate drops, but this is not up to Strategy due to the impossible trinity).
The reserve's purpose was always to bootstrap initial confidence in the digital credit instruments, and to satisfy credit ratings agencies.
Once the confidence is there, the issuer can start to test the market's appetite. Testing can include:
- let dividend coverage fall
- let asset coverage (BTC Rating) fall
- stop raising dividends
These three tests have all happened. The final test is to lower the dividend.
The cash reserve is only a means. Market domination / Monopoly is the end.
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₿ SG HODL ₿ retweetledi
₿ SG HODL ₿ retweetledi
went through layerzero gasolina aws deployment repo + extracted app source.
tl;dr concerning
the reference deployment is public by design. and the sample providers.json ships with rpc quorum: 1 on every mainnet chain.
1. the recommended cdk stack puts a public api gateway in front of a private alb in front of fargate in private subnets. publicLoadBalancer: false, taskSubnets: PRIVATE_WITH_NAT, and an HttpApi with HttpAlbIntegration. the readme literally tells operators to send the resulting ApiGatewayUrl to layerzero labs.
2. no authorizer, no iam auth mode, no ip allowlist, no waf, no route-level policy anywhere in the repo. the app itself (bootstrap.ts) registers /provider-health, which leaks configured rpcs. server.listen(port) without host arg binds to public ip.
3. cdk/gasolina/config/providers/mainnet/providers.json sets quorum: 1 for ethereum, bsc, polygon, arbitrum, optimism, fantom, and the rest. multiple rpc urls are configured as failover, not consensus. the multiprovider code only enforces quorum when quorum > 1 and explicitly bypasses the wrapper when it's 1. rpcs are mostly public endpoints (llamarpc, publicnode, ankr).
4. provider config lives in an s3 bucket that the cdk stack creates, uploads to, and passes via env vars (PROVIDER_CONFIG_TYPE, CONFIG_BUCKET_NAME). so the trust boundary is the app + the mutable config plane + the upstream rpc tier + whatever's in front of api gateway.
5. operators are told to validate by curling the public url for /available-chains, /signer-info?chainName=ethereum, /provider-health (again, leaks rpc). external reachability is an encouraged documented requirement.
caveats: this is the public repo and extracted non-public source. it doesn't prove the config they had for kelp bridge. but the public info and the defaults the operators are pointed at look concerning.
read more here: gist.github.com/banteg/2fde29d…
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₿ SG HODL ₿ retweetledi
₿ SG HODL ₿ retweetledi
Palantir were kind enough to sum up its hideous ideology in 22 points. And I have taken the liberty of annotating each one of them. Here is my interpretation of all 22 of them (preserving the original numbering - for the original see their tweet below):
1. Silicon Valley owes an immeasurable debt to the ruling class who bailed out the criminal bankers that wrecked the livelihood of the majority of Americans. The engineering elite of Silicon Valley will defend that ruling class to the death (literally!), in the name of the majority of Americans whom they treat with contempt – i.e., like cattle that have lost their market value.
2. Palantir is eyeing the Apple Store, salivating over the prospect of creating its own technofeudal estate. Time to replace the iPhone with another device that dissolves what is left of people’s privacy.
3. Palantir shall give nothing away for free. It cares uniquely over its own growth which it pursues by sowing fear so that it can sell a fake sense of security.
4. Glory to brute force! Ethics is for suckers. The West needs more of Palantir’s murderous software.
5. AI-powered killer robots are coming. The task is to profit magnificently by building killer robots first and ask questions later. To be able to do so, Palantir will do whatever it takes to avoid at all cost any international treaties that limit AI-driven killer robots.
6. Every poor sod (lacking the connections to avoid being thrown into the trenches with killer drones targeting them from the sky) must be drafted into the army. Forget paying soldiers a salary. All payments should be directed to Palantir, where our own people will be serving their ‘national service’ – leaving the dying to non-shareholders.
7. Palantir works overtime to equip US Marines with killer bots that take away from the US Marines whatever remnants of ethical judgment they are left with on the battlefield. American society should be rendered perfectly incapable of any debate that restricts Palantir’s capacity to get the US Military to eliminate any remaining opportunity to reject its software’s choice of targets.
8. Palantir deplores the fact that the public sector is still not totally devoid of a conscience. Public servants must be fired en masse, except some very few approved by Palantir who will receive huge salaries, paid by taxpayers.
9. Palantir thinks that Donald Trump must be beatified for throwing himself into public service. Not forgiving folks like Trump everything risks our soul, not to mention that it raises the prospect of officials that restrict Palantir’s evil project.
10. Politics needs to be AI-like, devoid of anything that can be mistaken for human empathy. Those who look to the political arena to nourish their soul and sense of self must be sent to the gulag forthwith!
11. There are some people too eager to hasten Palantir’s demise. They should rethink, or else!
12. Palantir makes no nuclear weapons but is happily developing other weapons of mass destruction. We proudly announce that we are now ready to add to nuclear Armageddon the AI-driven threat to humanity’s existence.
13. No other country in the history of the world has committed so many war crimes in the name of progress and freedom. The United States offers infinite freedom to people like Palantir’s founders to profit so handsomely by inflicting so much damage upon humanity.
14. American power has feasted on causing one war after another, one putsch after another, one avoidable financial disaster after another. Too many have forgotten or perhaps have taken for granted America’s capacity to pursue forever wars in the name of peace and democracy.
15. German and Japanese Fascism must be made great again. The denazification of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly misplaced commitment to Japanese pacifism must also end immediately!
16. We should applaud those who attempt to monopolise everything by means of generous government contracts. Billionaires must not be satisfied merely with their billions. To become even more obscenely rich they need grand narratives that help them convince the poor to use their freedom to keep them, the billionaires, in power. And, by the way, Palantir loves Elon, especially his grand apartheid-inspired narrative.
17. Silicon Valley must be free to do in America’s cities what it did in Gaza. Many politicians across the United States have essentially shrugged when it came to granting Palantir the right to annihilate all remaining civil liberties and human rights. This must end.
18. Epstein’s syndicate should be forgotten lest lovely people like Trump and the Clintons are deterred from entering government. The public arena must be scrutiny-free unless subversives like Sanders or Mamdani enter it.
19. We love banal public figures as long as they give Palantir all the juicy contracts. We also love colourful public figures who give Palantir all the juicy contracts.
20. We need more opium for the masses, as they are not sufficiently inebriated for us to be unimpeded in the pursuit of their complete subjugation. Questioning organised superstition is dangerous and must end.
21. Time to bring back Hitler’s hierarchy of races, with Palantir’s founders and Elon at its Aryan pinnacle. The idea that it is wrong to judge someone by the colour of their skin or their ethnicity or their religion must be jettisoned.
22. Blacks, Muslims, most Asians, and of course women, are inferior untermensch. Blokes in America, and more broadly the West, have for the past half century resisted putting these subhumans in their places in the name of inclusivity. It was a mistake. Such subhumans must never be allowed in, except as servants or sex service providers – at least until we can improve our robots, in which case we won’t need them at all.
Palantir@PalantirTech
Because we get asked a lot. The Technological Republic, in brief. 1. Silicon Valley owes a moral debt to the country that made its rise possible. The engineering elite of Silicon Valley has an affirmative obligation to participate in the defense of the nation. 2. We must rebel against the tyranny of the apps. Is the iPhone our greatest creative if not crowning achievement as a civilization? The object has changed our lives, but it may also now be limiting and constraining our sense of the possible. 3. Free email is not enough. The decadence of a culture or civilization, and indeed its ruling class, will be forgiven only if that culture is capable of delivering economic growth and security for the public. 4. The limits of soft power, of soaring rhetoric alone, have been exposed. The ability of free and democratic societies to prevail requires something more than moral appeal. It requires hard power, and hard power in this century will be built on software. 5. The question is not whether A.I. weapons will be built; it is who will build them and for what purpose. Our adversaries will not pause to indulge in theatrical debates about the merits of developing technologies with critical military and national security applications. They will proceed. 6. National service should be a universal duty. We should, as a society, seriously consider moving away from an all-volunteer force and only fight the next war if everyone shares in the risk and the cost. 7. If a U.S. Marine asks for a better rifle, we should build it; and the same goes for software. We should as a country be capable of continuing a debate about the appropriateness of military action abroad while remaining unflinching in our commitment to those we have asked to step into harm’s way. 8. Public servants need not be our priests. Any business that compensated its employees in the way that the federal government compensates public servants would struggle to survive. 9. We should show far more grace towards those who have subjected themselves to public life. The eradication of any space for forgiveness—a jettisoning of any tolerance for the complexities and contradictions of the human psyche—may leave us with a cast of characters at the helm we will grow to regret. 10. The psychologization of modern politics is leading us astray. Those who look to the political arena to nourish their soul and sense of self, who rely too heavily on their internal life finding expression in people they may never meet, will be left disappointed. 11. Our society has grown too eager to hasten, and is often gleeful at, the demise of its enemies. The vanquishing of an opponent is a moment to pause, not rejoice. 12. The atomic age is ending. One age of deterrence, the atomic age, is ending, and a new era of deterrence built on A.I. is set to begin. 13. No other country in the history of the world has advanced progressive values more than this one. The United States is far from perfect. But it is easy to forget how much more opportunity exists in this country for those who are not hereditary elites than in any other nation on the planet. 14. American power has made possible an extraordinarily long peace. Too many have forgotten or perhaps take for granted that nearly a century of some version of peace has prevailed in the world without a great power military conflict. At least three generations — billions of people and their children and now grandchildren — have never known a world war. 15. The postwar neutering of Germany and Japan must be undone. The defanging of Germany was an overcorrection for which Europe is now paying a heavy price. A similar and highly theatrical commitment to Japanese pacifism will, if maintained, also threaten to shift the balance of power in Asia. 16. We should applaud those who attempt to build where the market has failed to act. The culture almost snickers at Musk’s interest in grand narrative, as if billionaires ought to simply stay in their lane of enriching themselves . . . . Any curiosity or genuine interest in the value of what he has created is essentially dismissed, or perhaps lurks from beneath a thinly veiled scorn. 17. Silicon Valley must play a role in addressing violent crime. Many politicians across the United States have essentially shrugged when it comes to violent crime, abandoning any serious efforts to address the problem or take on any risk with their constituencies or donors in coming up with solutions and experiments in what should be a desperate bid to save lives. 18. The ruthless exposure of the private lives of public figures drives far too much talent away from government service. The public arena—and the shallow and petty assaults against those who dare to do something other than enrich themselves—has become so unforgiving that the republic is left with a significant roster of ineffectual, empty vessels whose ambition one would forgive if there were any genuine belief structure lurking within. 19. The caution in public life that we unwittingly encourage is corrosive. Those who say nothing wrong often say nothing much at all. 20. The pervasive intolerance of religious belief in certain circles must be resisted. The elite’s intolerance of religious belief is perhaps one of the most telling signs that its political project constitutes a less open intellectual movement than many within it would claim. 21. Some cultures have produced vital advances; others remain dysfunctional and regressive. All cultures are now equal. Criticism and value judgments are forbidden. Yet this new dogma glosses over the fact that certain cultures and indeed subcultures . . . have produced wonders. Others have proven middling, and worse, regressive and harmful. 22. We must resist the shallow temptation of a vacant and hollow pluralism. We, in America and more broadly the West, have for the past half century resisted defining national cultures in the name of inclusivity. But inclusion into what? Excerpts from the #1 New York Times Bestseller The Technological Republic: Hard Power, Soft Belief, and the Future of the West, by Alexander C. Karp & Nicholas W. Zamiska techrepublicbook.com
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₿ SG HODL ₿ retweetledi
no matter what your personal view may be on strategy, bitcoin, or corporate treausury, one thing is clear: $STRC attempting to offer semi-monthly dividend is a pretty revolutionary moment for corporate finance
currently there are no issuer-originated corporate instruments that offer semi-monthly dividends. however, we know retail has been loving more frequent payments as demonstrated by the success of weekly pay suite ETFs and daily accrual money market structures. Even blackrock just shifted their money market funds GMMF and PMMF from monthly to weekly payments. thats because the premium for liquidity has never been higher.
even more poetically, this is actually a win for a long-standing thesis in the broader crypto industry
crypto has long imagined various "streaming payment" models where the instantaneous of payments would create a totally new concept of epochs that isn't going to limit digital money by human constraints. people are quick to think that the big revolution is 24/7 trading, but actually i believe the bigger revolution is 24/7 credit. many crypto yield products, and the basis of why tokenization can be so important (and stablecoins), sits on this obvious insight yet to be unleashed
corporate bonds generally pay semi-annually. the logistics of 10b-17 aside, that means the difference in actual cash on cash return for an instrument that pays 10% semi-annually vs semi-monthly is about 25bps in effective yield. that is a big enough spread that can compound materially over 5+ years where investors were due compensation for the risk
and the reason is simple. its because interest payments represents the literal physics of money- specifically the moment money's potential energy becomes kinetic energy. there is simply no reason for digital money to have ex div effects that distort liquidity discretely if the administration of such a system can plan for it. that is why what $STRC is doing matters: it sets a new standard for corporates to do better, for the benefits of their investors to achieve higher liquidity with less cyclicality
one day we may yet again move from weekly to daily payments, and from daily to hourly, to instantaneous. the internet doesn't care whether the sun is rising or setting, nor will the ai agents care either. excited to root for strategy to lead the way to bridge this dream of crypto onto the traditional capital markets-
if volatility is vitality, then liquidity is liberty
Michael Saylor@saylor
Strategy is proposing to pay semi-monthly dividends on $STRC, instead of monthly. No change to the annual dividend obligations or dividend rate. These proposed changes are intended to stabilize price, dampen cyclicality, drive liquidity, and grow demand.
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