Rachi

When quantum threat becomes consensus it is probably time to buy

Lads, and I say this earnestly, I do believe we are on the cusp of the greatest ponzi known to man.

When your working life rewards you, it’s easy to ratchet up the complexity: homes, cars, travel, possessions etc. I have found that all that complexity comes at the sake of your most fleeting asset: your time. Instead of building things, all of a sudden you’re dealing with minutiae and logistics. Instead of talking mostly to engineers, you’re talking mostly to non-engineers. The building stops…the business of managing self inflicted complexity begins. It’s worth noting that the best players in the game (Buffett, Elon) have kept their life extremely basic, almost monastic/nomadic, as success ratcheted them ever higher. I think it’s the biggest secret hiding in plain sight: When the world upgrades your status, downgrade your complexity.

1/ Welcome to the Circle $USDC files. $420M+ in alleged compliance failures since 2022, including fifteen cases of the US-regulated stablecoin issuer taking minimal action against illicit funds.

"It takes character to sit with all that cash and to do nothing." – Charlie Munger.

Ensuite je creuse sur les entreprises qui se positionnent le mieux dans le secteur. Je commence alors à me constituer un portfolio virtuel. Après cette étape seulement, j'ouvre les graphiques.

Getting February 2022 vibes here.