Just anecdotal but two things I think people are severally misunderstanding risk is with regard to Strategy and quantum. Not that they aren’t risk but a lot of people are giving them 50+ probabilities and in reality I think they are less than 10

Man my ear has been clogged for like 3 weeks. Just popped today and I can finally hear!

My excitement for strc is very real. Incentives drive behavior and a yield that’s 7% more than anything else is very appealing, especially knowing they have the cash to payout for 2 years

Rt but sub cards for subs View quoted note →

I got back from vaca last Sat. It’s been raining every day since until today. Sunny and 80 🙏🏼

Luke groman has gone full doomer. I used to subscribe to his newsletter back in like 21-22 but got tired of it bc he just predicted a crash all the time. He missed out on a lot of the stock market gains. That’s why he has a research service and doesn’t manage a fund

I really like Preston and think he’s a good dude but him taking a break from btc pods to do ai pods is a microcosm of what’s going on right now

Here’s what people don’t see coming besides a select few. One of the few things stablecoin and crypto had going for them was defi and the ability to hold a stable value with a pseudo usd. I think stables have value for that reason. But now strc and the structured products around that will Smoke any yield stables can provide, if it’s any at all. The gov is wants to proliferate stables growth as a way to find buyers of its short term debt. But what happens when a coin based upon strc and stablecoin holdings pays 10% and is backed by BTC and not the gov? People are SEVERELY underestimating strc’s TAM

It’s kind of insane that countries just bomb the fuck out of each other bc of differences

Disney cruise was awesome. If you have kids highly reccomend

The 4 year cycle people think they are geniuses and it continues to be one of the dumbest things I can thing of

Dubai real estate market just got nuked

Made it Orlando

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This is cool I wish they would change the tax laws. I guess you can always go non kyc View quoted note →

Ngl kinda getting tired of all the AI shit

When my kids leave the house I’m just gonna live on the slopes in the winter

College basketball rocks

On a snowboard trip I was talking to some guys. One guy can’t handle volatility of btc and therefore won’t invest, even tho I told him just invest a smaller amount and hold. Other guy just seemed interested in tech stocks. Idk I feel like I can argue the points but until ngu fast people just won’t be interested imo

Mfw btc dumped 20k over the weekend but I’m drinking and smoking on the mountain