ish
520 posts
What does the dream Bitcoin company look like?
Today you have:
- High profits, low Bitcoin conviction (crypto companies)
- High conviction, low operating income (treasury cos)
I want to build a Bitcoin company that executes the best of both worlds. That’s my vision for $XXI.
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Have said this for a year now. But if you aren’t trading stocks you’re doing yourself a huge disservice.
There’s going to be a few big boom and bust cycles. It’s going to be volatile so be warned. but AI is going to revolutionize every part of our lives. From agriculture and health/medicine, to general businesses , space travel, defense, robotics and anything you can possibly imagine. We are only in year 2 of this. It’s like finding crypto in 2014 in some ways.
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@TryMapleAI I really want to use Maple but the format is so difficult to use on my phone. Has anything changed?
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A personal note. After years of public discussion/work: the podcast, social media, venture capital, everything — I'm stepping back to focus on my family.
My kids are growing fast. My wife deserves the best of me. To everyone who listened, read, grew, and built alongside me — thank you. What a blessing you all have been!
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Supercharged Recurring Buys have been a phenomenal way to stack maximal sats during this choppy sideways market. ⚡️
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@LOGOinvestor @luke_broyles No. You benefitted at the expense of another. Bitcoin violates the ancient rule of proportionate requital that is the basis of the American tradition of fair dealing. At best, #crypto participants are playing poker. If that makes you proud, then have a nice day.
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If Bitcoin is $1,000,000 in the 2030s while global assets are $1.5 quadrillion.
Bitcoin would be 1.4% of global assets.
$1 million Bitcoin is not absurd.
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Has anyone found a golf ball better than the Pro V1?
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@rettlerb @cryptoquick @grok @matthew_pines @dallairedemers @RokoMijic @giacomozucco @dr_orlovsky @dr_ukolova @resistancemoney @thetrocro So sycophantic it was nauseating
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@cryptoquick @grok @matthew_pines @dallairedemers @RokoMijic @giacomozucco @dr_orlovsky @dr_ukolova @resistancemoney @thetrocro “Yes”. “Exactly”. “Hell yes.” “Dude, you nailed it.” “YES!” Grok never once responded with “No” or even “not quite”. It’s a sycophant.
Reminds me very much of this:
torontolife.com/deep-dives/man…
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couldn't sleep, may have uncovered the meaning of the universe with @grok
gonna tag some smarter people than me if they want to dive deeper
grok.com/c/75b9edb3-20b…
@matthew_pines @dallairedemers @RokoMijic @giacomozucco @dr_orlovsky @dr_ukolova @resistancemoney @thetrocro
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What's the probability a drug gets FDA approval? A clinical trial succeeds?
These questions matter enormously for healthcare investing — and now you can see what the crowd thinks.
Excited to have contributed to the new medicine markets on @Kalshi's platform as part of this @ARKInvest partnership.
Prediction markets are a new source of signal for investment research — the wisdom of crowds, priced in real time.
What healthcare and medicine-related markets would you want to see next?
Tarek Mansour@mansourtarek_
As institutional adoption of prediction markets grows, Kalshi is seeing increased demand for a formal market request pipeline to help investors leverage the wisdom of the crowd. @ARKInvest is now working with Kalshi through this pipeline to list markets used in investment analysis. A few of these are already live on Kalshi, including non-farm payroll markets, deficit-to-GDP ratio markets, business KPIs, and more. These markets produce valuable signal for the world's most important institutions to make better decisions. Great to be working with ARK to make this a reality. More to come.
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Hello Jeff. I hope this message finds you well.
Inflation and hoarding are ticking time bombs, as is excessive hereditary wealth and poverty. Bitcoin acquisition and accumulation in large concentrations by a single corporation using leverage and bragging special connections with the government is antithetical to the cause. I will admit to having been involved in profiteering using the options market of MicroStrategy early on, but I still maintain a commitment to Bitcoin and aspire to use coins for the betterment of society.
Bitcoin is fruit that should be shared, else let it die on the vine! It's meant to be spent. Some of us have to give it away to keep it. You know who you are.
Jeff Booth ⚡️@JeffBooth
Abundance is the natural outcome of technological progress—if we let it happen. By embracing deflationary tech, we unlock prosperity for all. The challenge? Overcoming a system addicted to inflation and debt. Choose to align with the future, not fight it. #AbundanceMindset
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Hey @SashoMacKenzie!
I made the switch to heads up putting and in two practice sessions with @TheStackSystem putting I hit 0 SG: Putting against tour.
I tried on course today for 9 holes and basically hit the same level.
I’m a convert!
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@kayosports_help favourites not showing in feed on tv. My feed has zero of what I am interested in. Where are latest replays? Can I change fast forward default back so it isn't 10 secs? Way too short. Any help?
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Hey @kayosports what's going on with the new tv interface? My favourites don't show up, the feed has nothing that works for me and the thumbnails give you no information. Also why is the skip now 10sec? Takes way too long. Please go back
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@4ammemewarrior It should let you unlock a post for free
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For those who missed it, a few days ago I posted an article on the highest ROI skill in golf to practice.
The skill that is responsible for dropping the most strokes is probably not what you think it is.
You can read the article below 👇
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Islamic scholar in the UK says:
"We will transform the UK into an Islamic state and impose humiliating laws on Christians and other non-Muslims to make them want to convert to Islam."
Terrifying.
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Comment your favorite thing about Bitcoin mining and we’ll run a 200 TH/s miner for you for 7 days free.
You choose the pool
And yes, if you’re wondering what the odds are:
At 200 TH/s for 7 days, your chance of solo-finding a Bitcoin block is about 1 in 4,300
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@willywoo I think @_Checkmatey_ 's probabilities are a great way to frame price expectations
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This bearish sell down by investors seems to have exhausted, which gives price a repreive to consolidate sideways for maybe a month, even a rebound to mid 70s, which would likely to be rejected.
This is because the broader regime is heavily bearish with both spot and futures liquidity deteriorating. I've never seen BTC rally when both sources of liquidity are bearish.
If I was to make an educated guess, I'd say Q4 would be good timing for the end of the bearish trend and Q1 or Q2 2027 for bullish momentum to return,.
~45k would be a typical bear market bottom.
BTC has only ever existed in a secular global macro bull market 2009-2026. If global macro breaks down, then 30k is the fall back level of support, 16k as the final line to maintain BTC's bull trend.
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