I left my wallet and cellphone on the steps of a public square in Panama City. 🇵🇦 I was a block away when i realized the mistake I made and sprinted back in a panic. Multiple people were looking for me and pointed me to a closed restaurant nearby. Someone had found it, given it to the people at the restaurant and they secured it in their cash drawer until I showed up. They glanced at my ID to make sure it was mine, handed me back my stuff and patted my back to say its ok. I had hundreds of dollars cash in the wallet and nothing was missing. I tried to hand the lady a $20 to thank her and she refused so I left it on the counter and walked away. Panama is safer than any major US city. The people are amazing. @The Bitcoin Way

World governments can remain insolvent far longer than we can remain rational. Plan accordingly.

Wrench attack prevention idea: Exploding decoy wallets. “What’s your pin?” “1234” 💥 Attacker no longer has a hand. “You do it” “Ok” [3456] Small amount of real Bitcoin available to take.

VOTE OUT ALL BOOMERS

Ok, real talk….what does it mean to “win the AI race?” Like where is the finish line? How will we know we’ve won?

There are no more buyers are US paper….Maybe they can force the AI’s to buy the 10 year?

Narrator: no one could have known it at the time but hyperinflation and the collapse of their civilization was the very thing that saved life on earth from the coming AI apocalypse.

….psssst…guys. 👀 👀

Prediction: by the next US presidential cycle, one of the two political parties is going to try to spin a narrative that “inflation is good for the USA. It means we’re growing”!

OMG im dying! This is from the front page of CNBC. “doing memes…throwing shade”

Bond markets are looking like they might need a little juice. 🧃 You got any juice for us Scotty? What about you, Warshy? Bitcoin like the 🧃 juice box. The juicer the better.

https://www.zerohedge.com/commodities/mother-all-mean-reversions-commodities-have-never-been-cheap-versus-stocks Now what was that thing with commodity-like properties that has perfect scarcity and fungibility, zero counterparty risk and global accessibility/acceptance? Good luck with your future contract on pork bellies and your hedged position on wheat. I’m stacking sats!

TIL Donald Ducks aren’t even real ducks. Also, a cucumber is a fruit! What is happening?!

If the bear is truly over that will go down in my diary as the most depressing bear market yet. I tried but due to other commitments I was hardly able to grow my stack at all. I had a little DCA running but all my smash buys above $100k look kinda silly now. Oh well. Long game.

Not to go all Tom Lugano but what if what’s happened with Iran was always the plan. Everyone knew this was a fight we couldn’t win before we picked it. I knew and I have zero information asymmetry. Everyone also knows the dollar has a terminal disease but no one knows how long they can extend and pretend. Maybe they needed something that would overwhelm the ability of the system to mean revert that would trigger a dollar crisis. If that was the goal, the outcome we got is the outcome I would expect. Whoever is at the helm when it dies gets a vote in what comes next. Since Trump can only have one term, maybe the plan was to blow up the dollar as fast as possible so Bassent can be around for the reset? If that’s true, then we have to ask what system would the people pushing the button most benefit from. And my mind wanders back a few days to the sitting treasury secretary quoting our friend, Satoshi. 🤔

I keep hearing people argue that AI isn’t a bubble because the technology is real. Of course it’s real and of course it’s a bubble! We live in a bubble economy. If there isn’t a bubble being blown then the economy is in real trouble. There’s always a bubble and it’s almost always obvious where it is because it’s all anyone talks about. You can tell what part of the cycle we’re in by the people who are the most enthusiastic about it. When it’s about to pop, the dumbest of dumb money start piling in. They must keep expanding the supply of money and money is created by issuing debt. Debt needs a story. The story this year has been AI. 🤖

Moments pass quick