Todd Paul

@kevinrose What did you get?

got a new laptop, setting things up, what IDE should I go with? was vscode, just want minimal + tmux

@kepano I love a post on your current set up.

The email that started a revolution. #Bitcoin

@daylightco Curious if it will do speech to text or read aloud functions. A lot of dyslexics in my house. The combo of read aloud and the ai featured in the videos could be a game charger.

@toddppaul “making progress, should still happen later this year” says software!

@daylightco how is the AI reading coming along?

@robbielaney Shocking how straightforward this is and how few people think it is a good business strategy

You could takeover the world with great customer service

@cryptorbion Same. Started this morning.

🚨I sold 33% of my $ETH bag today Most will call me an idiot for what I’m about to do... But I've seen this setup back in 2017 and 2021 Here's why I will SELL everything by the end of October

I think once successful founders get liquidity they owe it to society to reinvest some of that capital into building hard, high risk, high potential things. I want to keep building cool new things that will accelerate human progress.

@chamath PC and PE are distinction without a difference. So much of the ecosystem is unitranche. PC has really disrupted banking the last few years.

Private credit is eating private equity. The implications are quite profound for the American economy. PE has had a very poor return profile over the past 5+ years. Very little DPI send back to LPs, including me! Meanwhile, Private Credit hums along and generates great returns that are the same or better than PE and gives me cashflow. But if money flows out of PE and into PC, where does PC invest as their PE customers retrench? My suspicion is they move aggressively to compete w PE and fund companies to stay independent vs financing PE firms to do go-private transactions. This is healthy and good for the US economy. Net negative for PE GPs and LPs. Net positive for PC investors. We will see more companies stay public longer vs the shrinking number on stock exchanges and we will see private companies stay private longer and not bother to go public at all. No crying in the casino! Good luck to all the players!

@AdamBLiv This only matters is the is external demand for Bitcoin. There are too many alternatives for its purpose and market dynamics to make this work. Ultimately, this is bad for future pricing if it works out this way.

Strategy is synthetically halving Bitcoin and will set the cost of capital for the next 100 years. Most people think the Bitcoin supply curve is sacred. Fixed. Immutable. Untouchable. They're wrong. Strategy is manually rewriting Bitcoin’s scarcity schedule right now with balance sheet firepower instead of code. After the 2024 halving, miners are producing ~450 BTC/day. That’s ~13,500 new BTC per month entering the global economy. Strategy, raising billions through ATM and convertible notes, has been aggressively outbidding the market for fresh coins. Every month, every quarter, they absorb a bigger % of total new supply. If they can consistently buy 30%, 40%, 50%+ of all new Bitcoin, they are synthetically cutting the available supply in half - or worse - ahead of schedule. THIS IS A SYNTHETIC HALVING. Not by protocol, but by acquisition. It’s a simple equation now: Real Bitcoin supply available = Newly mined coins - MSTR quarterly absorption. If the miners produce 13,500 BTC/month and Strategy buys 5,000 of it? The effective supply curve for the rest of the world is suddenly functioning like there’s another halving already happening. And not every four years... Every time Saylor pulls the trigger. You may think this is crazy, but what has happened in the past six months? Strategy has accumulated 379,800 in the past 182 days. That's 2087 BTC per day... FAR outpacing the miners. Now the brutal part: THE COST OF CAPITAL. When Bitcoin becomes this scarce: Access to Bitcoin will require paying a premium. Lending against Bitcoin will cost more. Borrowing Bitcoin will become a luxury business reserved for nation-states and corporate whales. Strategy will control the bottleneck. They’ll price the risk curve for everyone downstream: Your mortgage lender? Your sovereign wealth fund? Your university endowment? Your startup treasury? All of them will pay higher and higher interest rates for access to collateral because Saylor captured the float and created an artificial liquidity famine. Bitcoin's global cost of capital will no longer be set by "the market." It will be set by the gravitational policies of the first Bitcoin Superpower: Strategy. If you want Bitcoin, you’ll either: Buy MSTR equity (at a massive premium). Borrow Bitcoin (at crushing rates). Beg for liquidity from Bitcoin overlords. Or accept your fate as a fiat peasant. This is the most brilliantly devised method of monetizing scarcity ever conceived and executed. @Saylor has already won... but there are no signs of stopping accumulation at a breakneck speeds. He is forging an unassailable destiny of Strategy as the world's greatest financial superpower.

No one should be allowed to be an asset allocator until they are over the age of 65.

@DavidSacks Could be one of the best long cons ever.

Ben Horowitz Bill Ackman Cameron Winklevoss Doug Leone Elon Musk Eoghan McCabe Ken Howery Kyle Samani Marc Andreessen Jacob Helberg Joe Lonsdale Palmer Luckey Peter Thiel Shaun Maguire Trevor Traina Tushar Jain Tyler Winklevoss Come on in, the water’s warm.

@NaithanJones Text have become like emails. I get tons and it’s not possible to be 3min responsive or all I’d do is answer text all day.

Opinions and general content are too broadly available for free. To build a sustainable subscription model the ideas/ content have to be actionable and valuable. Creating real value in a subscription model doesn’t really make sense. It should have a better outlet to monetize.

Other ideas welcome!

@Casey I’ve cracked pelicans, Rimowa four wheels suck if you have to move through the airport quickly. I think this is the best hard case carry on. sterlingpacific.com/pages/about-st…

looking for luggage recommendations. anything but Tumi

@0xgaut My favorite thing is my eames chair. Bring joy.

you only get to pick one

@NaithanJones @JoshuaBaer @JuliaLipton @justindross @nickcandito Seems right. Don’t think it is intentional, just the networking fabric isn’t as robust.

@markettaker @FreedomGoat_ Old Landcruiser and a lot of Bitcoin

Which one is a better suburban mom SUV for the wifey goat?

👀 Watch @kate_griggs' incredible @TEDTalks: The Creative Brilliance of Dyslexia and find out why we need to nurture the creative brilliance of dyslexic minds in every school and every workplace. Full talk at: youtu.be/CYM40HN82l4.