Minted - The Rise (And Fall?) Of The NFT Watched this documentary today. Worth a watch if you're interested in the crypto space. I don't own any NFTs, I don't even understand why anyone would buy these as pieces of art on blockchain X or Y, except for making money. I guess I have the same mindset as some people have when it comes to #Bitcoin I could see NFTs being used for other purposes though like tickets and what not. That I could probably get behind and actually use, but art no. I've never bought an MP3 but I have loads of vinyl which I still buy from time to time. Maybe I'm just old. I don't hate on people who are into those things and it's hard not to feel for the Cuban artist in this documentary. The world isn't just black and white.

BlackRock $BLK and #Bitcoin They once again seem to know what they're doing. Presented their earnings this Friday. Strong net inflows, revenue up, higher performance fees, operating margin up. All sunshine and rainbows. Did they mention #Bitcoin You bet! Larry Fink: -"the successful launch of our Bitcoin product, which has now grown to $23 billion in its first nine months" Impressive numbers! Hopefully they won't backpedal on their "commitment" to this. My personal belief is they're bullish on everything and anything they can make money on. BlackRock (BLK) Q3 2024 Earnings Call Transcript

BlackRock (BLK) Q3 2024 Earnings Call Transcript

Jensen back in a leather jacket! I'll sleep well tonight. For the record, I still think he should call Rick Owens, Boris Bidjan Saberi or Carol Christian Poell. Jensen shows up in... RO: $NVDA jumps to $180 BBS: stock to $200 CCP: we fly to $300 It's that simple!

X (formerly Twitter)

Bg2 Pod (@BG2Pod) on X

BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, https://t.co/WMMJ4J...

Laura hits just as hard as a Angerfist kick! Great questions. This Ryan/FTX fellow wasn't ready for this. The whole FTX situation is just sad on many levels.

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Laura Shin (@laurashin) on X

FTX's Ryan Salame Is Going to Prison. Here’s What He Has to Say On the day he’s headed to prison, Ryan Salame (@rsalame7926), former executive...

Fashion Neurosis with Rick Owens When I see something with Rick Owens, I post it. It's simple. A new interview where they talk about life, children, training, design and a bunch of other things.

MicroStrategy just overtook Hermès as my largest stock position. Amazing! I'm giving Michael Saylor a hug if I ever see him, whether he likes it or not. Giving Axel Dumas one as well! My largest asset by far is still #Bitcoin $MSTR $RMS.PA $BTC W&W - Lift Off!

VNTM: -"I don't really have a plan B, this is the plan and this is what I'm going to do" From an interview 4 years ago. The conviction! 🙌 He's consistently been putting out some amazing music. A somewhat recent set.

Nike $NKE - down on all fours The company presented their latest earnings this Monday. I just finished reading the earnings call transcript. Not going to say the dive the stock took was an overreaction. It wasn't. I only read transcripts related to stocks I own and I've been doing it for about 6-7 years. This is probably the saddest earnings call I've ever read. Nike Direct down, Nike Digital down, China down, classic footwear franchises down, I could go on. Nike has more things going down than the average rain cloud. How can this be? As if that's not enough the resigning CEO John Donahoe wasn't even present. What!?!? Embarrassing both for Nike and even more so for John. I don't care how bad it is, considering the position you have and amount of money you're paid, you show up! You show up in business and you show up in life even during dark times. This behaviour is so unlike Nike's ethos or at least what it should be. Could it have been the boards idea? Sure, doesn't make it any better though. Instead poor Matthew Friend, who is CFO, has to handle the presentation and questions alone. Respect to Matthew! New CEO Elliott Hill, who returns to Nike, has 32 years with the company. The guy started as an intern and is soon to be CEO. Mad respect! Hopefully he can turn this around. I think it's still possible to do. It's a great company in many ways with numerous great innovations and franchises. They did it before, they can do it again. Not selling! Massimo Giunco - "Nike: An Epic Saga of Value Destruction" Definitely worth a read not only if you're interested in Nike. Lots of lessons to be learned here which can probably be applied to other companies as well.

Nike: An Epic Saga of Value Destruction

A month ago. June 28th, 2024.

Bloomberg - "The Man Who Made Nike Uncool" (paywall) Good article on Johns stint at Nike. https://www.bloomberg.com/news/features/2024-09-13/nike-nke-stock-upheaval-defines-ceo-john-donahoe-s-tenure Yahoo Finance & Motley Fool - "Nike Q1 2025 earnings call transcript" One for the history books.

Nike (NKE) Q1 2025 Earnings Call Transcript

Hermès Spring/Summer '25 Women's $RMS.PA

Rick Owens Spring/Summer '25 Women's - Hollywood Music by Richard Wagner

Curare - Schneller Pfeil Love this classic on the Harthouse label. They released some amazing music back in the day. #trance

6EJOU & Dion - Face 2 Face at Rotterdam Rave Nobel prize going to these guys for solving nuclear fusion! So much energy here. #techno

#YearOfTheDragon

$META Zuck, Yann and everyone involved do it again!

Llama 3.2: Revolutionizing edge AI and vision with open, customizable models

Today, we’re releasing Llama 3.2, which includes small and medium-sized vision LLMs, and lightweight, text-only models that fit onto edge an...

Tired of AI? ... then the latest episode of ColdFusion is for you. It covers real world applications like regeneration of kelp plants, AI powered prostheses and different kind of assistance within healthcare. Exciting stuff! There's more to this than some funny images. $NVDA #ai #healthcare

Broken Money by @Lyn Alden Almost done with this excellent book. Highly recommend it! Especially enjoyed the third and fourth part. In fact it's so good I bought 2 more copies for 2 of my closest friends. Hopefully they'll both read it. We're very lucky to have Lyn.

Salesforce launch AI agents $NVDA $CRM Salesforce had their Dreamforce conference a couple of hours ago. Do you care? Me neither, but Jensen showed up to talk AI. This due to Salesforce launching Agentforce which is a platform for creating AI agents. Agents for assisting in customer support, sales and other areas. Marc Benioff and Jensen talk Yahoo finance on Salesforce's AI Agents Main keynote

Why don't more charities accept #bitcoin ? About 1,5 months ago I realized most charities don't accept bitcoin. Why is that? Shouldn't this be something they could do with little effort with the possibility of getting more funds for their operations? I got the tip the British Red Cross accepts bitcoin and other crypto. I made a donation that same day. Worth noting, The Red Cross in the country I live in doesn't accept crypto so I guess it's up to each country office. In any case, I decided to write an email to two charities I've donated fiat to before. First one is a national one with a couple of hundred people working for them. They have dedicated people doing the finances, IT and so forth. They are known by more or less everyone. Second one is a local one in my city, I'm guessing about 10 people run the whole operation. Not very known even in my city. I sent both of them the same email. It was professionally written signed with my real name. I asked them how come they don't accept bitcoin for donations. If it was a policy or if it was due to them not having enough time and resources to implement such a solution? If time and resources was a factor, would they accept help pro bono implementing it? I was thinking they could use BitPay, or something similar, since they probably won't get an actual bitcoin wallet and learn all ins and outs of self custody. I could help them implement it. The national one answered after about a month: * They haven't thought about this before. I'm the first one who have asked * They asked if I could donate the bitcoin to a regular brokerage account * Sent me their document on donations where it says stocks, land and other assets are OK to donate but will be sold for fiat money when received. It also included some environment policies. * Need to check with their finance and legal people * Didn't answer or comment on the offer to help them implement Bitpay * I wrote a reply where I expanded on how they could accept bitcoin and how this could lead to more donations * Haven't received any reply after the above one The local charity answered after 6 weeks and one reminder: * Politely turned down the offer for a bitcoin donation due to them not having resources to handle it * Didn't answer or comment on the offer to help them implement Bitpay Unfortunately this is the current state of affairs. I don't think these two examples are unique in any way. I did a similar thing some months ago where I mailed a political party about #bitcoin.

anubisSonOfRa

Getting answers from politicians

3 weeks ago I decided to email the political party which got my vote in the latest election. I wanted to ...

As a bitcoiner I think it's good to keep asking these questions now and then even if the answers are more or less known beforehand. One day they'll come around, I'm sure of it!

We Study Billionaires - Hermès Stock Deep Dive Yesssir! This just dropped. One of their best episodes and I'm not saying that just because $RMS.PA is my largest stock position. Yes, larger than $NVDA $NKE $H $META $MSTR etc. Guest Shree Viswanathan talks about Hermès' history, what luxury principles they've implemented, what makes them unique, growth opportunities, potential risks and much more. Shree has deep knowledge about the company and it shows. I agree with almost everything said. In fact, it could've been me talking, but I'd like to add: Positives * CEO Axel Dumas. Shree touches on this, but it can't be stressed enough. Axel is one great CEO. Listen to an interview or earnings call. He doesn't just do this, he lives this. He won't mess this up. * Small product portfolio given their size. Less risk of excess stock. * Small marketing budget and no celebrities for ad campaigns. They don't pay or give clothes to celebrities to wear on red carpet events. Everyone pays for their Hermès pieces. * Extremely tight control on supply and distribution chain. Risks * Shree mentions reputation as a risk which I agree with. The example mentioned refers to the scandal with a certain crocodile farm which applied horrendous practices. It was later shown this farm had nothing to do with Hermès, but this is the kind of stuff that could change people's perception of the brand. Hermès buys leather from producers so it is a risk. I'm not worried about child/slave labour. I might be I'm naive, but this should be a non issue here. * Losing the aura of exclusivity due to increased sales. If anyone can buy an item it's not longer exclusive. It's as simple as that. The pressure on Hermès to keep growing sales is a real one. So far they've managed to balance this perfectly, but who knows what the future holds? Good luck! Source

The Investor

Hermès Stock Deep Dive w/ Shree Viswanathan

TIP659: HERMÈS STOCK DEEP DIVE W/ SHREE VISWANATHAN 12 September 2024 On today’s episode, Clay is joined by Shree Viswanathan for a st...

Rick Owens designs a mobile studio for rapper Travis Scott. Interesting, didn't know having a designed studio when on tour was a thing. I guess it helps the artist feel comfortable at different locations. Still don't have any furniture from Rick Owens. I need a bigger home and bigger wallet. Not the best photos from Nick Knight but you get the picture of how it's supposed to look. https://www.architecturaldigest.com/story/travis-scott-rick-owens-backstage-sanctuary