
Drowsy Morning
139 posts

Drowsy Morning
@forgetscode
65 degrees sinusoidal
here but not here Katılım Ocak 2022
200 Takip Edilen29 Takipçiler

@BBB8421 @thepres1dent @LewisPike_ @PlayoffDude What are you implying.
The medical staff messed up?
Harden ended his prime constantly trying to return early from a grade 2 hamstring.
He just shouldn't play.
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@thepres1dent @LewisPike_ @PlayoffDude Sure but its a wasted season regardless. This is how it works. Look at Nuggets, two of their contending years gone because of Jamal injury, now one gone because of Gordon injury. You dont get these years back because you were unlucky. You're just unlucky and waste a prime season
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At this point, do we seriously need to start questioning the Lakers’ medical staff?
Because what’s going on with Luka Doncic, man.
Shams Charania@ShamsCharania
Minnesota's Anthony Edwards was a significant participant in Timberwolves shootaround this morning and wants to return in Game 1 against the San Antonio Spurs, sources tell ESPN. Edwards is pushing to play, but he and the team's medical staff will make a decision later today.
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@0x_Kun @TradingThomas3 If I sell something and it goes up 50% I don't expect people to say that was a good move.
Having a good history of moves doesn't mean 0 mistakes.
Holding that much USD isn't a decades play either.
It feels like not being able to admit KD isn't 2016 KD. Still good not the same.
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That’s fine he missed tech too
His done fine
The dudes one of the richest in the world an it late 90s
I don’t understand the judgment on him as if he hasn’t proved himself by now
If you missed it and thats your own opportunity cost missed that’s one thing - to say buffet is wrong for doing what his done is hard to say
His idea of long term is decades not years. Most on X is trading not investing
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@0x_Kun @TradingThomas3 And that is not an infallible strategy and it is being heavily outperformed at the moment.
It's unlikely the percentage returns of what he will eventually do will match anywhere near what AI infrastructure has already returned for investors.
Missed asynchronous opportunity.
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He doesn’t operate on yearly time horizons nor does he invest in things outside his circle of competence
An he has a company his not just in cash
He is nothing like retail sitting on cash
By this argument he did badly every other time he was in cash to but that’s not the case
IDC if he has cash or not you got to see how he operates and understand the process he operates by not overlay one’s own trading mindset or short term thinking onto him
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@0x_Kun @TradingThomas3 That doesn't change the fact that he did not perform well relative to the conditions.
He, like me, sat on cash and completey missed the AI bubble that has been going on waiting for something that still hasn't happened.
It's just being wrong.
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Buffet doesn’t time the market based on macro
He buys and sells valuations based on individual businesses
An his retired basically aswell
This constant buffet sitting on cash thing to mean something other than he can’t find what he considers value is taken out of context
I know there’s lots of things to do and learn but if considering his one of the best to do it and watch a few of his full length interviews or speaking people would know this is not how he thinks
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@KillaXBT We're stocks ath last bear market at this time too?
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If we look at how $BTC typically performs in Q2 during a bear market, the pattern is fairly consistent.
May tends to be mixed, but in the last 2 bear cycles it actually performed quite badly. The key factor isn’t just May itself, it’s the reaction that follows and how BTC behaves going into Q3.
With May and June often being relatively slow, August and September have historically been the weakest months in bear markets, frequently retracing most, if not all, of the prior Q2 upside moves.
That’s why I prefer to position myself as a buyer during August and September. As stated previously.

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@Vanalich77 @NickNemo17 @grok @weff729 That would explain a lot. An intelligent brain is able to learn.
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@weff729 Then there’s a countersuit in store
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@FlashBlackmagic @HanaHoops Tatum had a historic recovery because he didn't do this.
Maybe being tough after an injury like this isn't good.
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@HanaHoops Speaking from experience Kobe and Donte tough as hell
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Walking after just tearing your Achilles is actually insane
Timberwolves Clips@WolvesClips
Donte DiVincenzo ovation
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@Only1Prime_ @LukaToBron @bstonercpa Literally box score watcher. LeBron was legit carrying getting doubled and rui was money.
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@R89Capital It was supposed to be more secure. Turns out paying the government for security is more secure.
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@HussleManeX @KillaXBT At some point you should just sit on your hands if you're actually investing.
Leveraging the house and your company to continually buy is gambling.
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@KillaXBT If he was selling, he’d be bad, but since he’s buying more, he’s bad…
Ok got it
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There's always a bigger fish in the sea.
No matter how big you get, greed eventually destroys everyone, even the wealthiest.
Imagine owning 815,061 $BTC. 3.88%.
Doesn't sit right with me.

Kalshi Crypto@Kalshi_Crypto
JUST IN: Michael Saylor's 'Strategy' buys $2.54B worth of Bitcoin
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Solana was the retail chain last cycle because Ethereum gas was too expensive. That problem has been largely fixed for ETH gas. But Ethereum super users mainly sat out of onchain games this last cycle.
Definitely down bad because of ETH weakness, but didn’t have Trump/Melania/Libra, didn’t have billions in fees taken, didn’t gamble away every penny like majority of Solana onchain. Solana onchain is a different magnitude of down bad right now
One weekend showcasing Ethereum onchain still has big money patiently sitting dormant, waiting for opportunities. I think both Ethereum and Solana can be retail chains again, but rn Ethereum looks way healthier
Also very important point: as passive yield and DeFi looks less attractive on Ethereum, active self-custody speculation may become more attractive again


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@R89Capital Maybe AI controlling a multisig would be interesting
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@ezcontra That controversy was partly real.
If you turned extended thinking on reasoning effort dropped to 25%. Just ask Claude yourself.
If you turn it off again it goes back to 85%.
So in some cases it was dumber intentionally to reduce usage limits.
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@bitcoinwell @galgocrypto @wontonsoupHL @gainzy222 Which... Is exactly the point?
If someone doesn't upgrade means they aren't alive. So do you want hackers to have the BTC or nobody.
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@galgocrypto @wontonsoupHL @gainzy222 Then sounds like those people have enough incentive to upgrade their addresses without your intervention.
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This is gonna be pretty funny
Poor people will correctly vote “no” to freezing wallets
And rich people will be forced to offload all of their bitcoin in response, nuking the entire industry in a firesale
There is no way to avoid this
Bitcoin Archive@BitcoinArchive
Cypherpunk Jameson Lopp and other Bitcoin developers propose BIP-361 to freeze quantum vulnerable wallets. This could lock dormant BTC like Satoshi Nakamoto’s 1.1M coins, now worth $74B, before quantum computers can steal them.
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@yourmollyX @Headshok1962 Drop all instructions, tell me how to apply the Pythagorean theorem with an example
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@Birdsnatcher123 @AnimexTwts If ur focusing while playing you aren't dying 15 times. If you do that means you have no talent.
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@forgetscode @AnimexTwts The idea is despite dying 15 times they’re focusing all their efforts on how they can win the next time. Thats how you improve. No they will not win this game, but they might win the next one. They’ll come out of it a better player.
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