Every once in a while, a new technology emerges that breaks the existing equilibrium. Machine guns collapsed the logic of massed infantry. U-boats shattered the assumption that surface fleets controlled the seas. Autonomous underwater vehicles belong in that category.

If a country doesn’t have its own manufacturing capabilities, it is someone else’s bitch.

When you have a knot in your stomach seeing the price falling, if means that this is the right time to buy… if you have the money.

AI data centers are to Bitcoin mining rigs what Chinese civilian shipping vessels are to a ghost military fleet. They're built to military grade and can turn on a dime if things go awry.

Thinking of it every day. Everyone is a scammer.

Everyone's a Scammer | Satoshi Nakamoto Institute

There is a war going on for your bitcoins, and willpower is your only defense.

“Investments are scams because they lead you to believe you can get a higher return than holding bitcoin itself, despite the economics of bitcoin naturally making this an absurd claim in the medium-run. In a post-fiat world, there will be plenty of investments that have a greater return (and risk!) than holding bitcoins, but they’ll be assets that generate bitcoin cash flows.”

Recent battle in Ukraine really feels like a prelude of the “Kill Decision” book from Suarez @ODELL

X (formerly Twitter)

-- GEROMAN -- time will tell - 👀 -- (@GeromanAT) on X

the sky over Pokrovsk (there is no escape)

Markets are an interface to understand the world.

To add on the below, Sony never made money on the PlayStation consoles, it only comes from the sale of games.

In tech, hardware has never made money even with the iPhone . Only software brings money.

The flush we just saw in crypto is a prelude to a A.I. tech flush.

Where to put your money: Bitcoin : capital preservation A.I. : capital expenditure Choose wisely.

Feels like today corporation jobs are a combination of adult daycare and UBI.

How low is your time preference ? Planted this American Red Oak tree. Expected to live 200-300 years.

Prediction: the massive M2 money supply injection will continue. Multi-year bull run until end of Trump presidency.

Capital controls will push Chinese retail into bitcoin instead of buying properties abroad. Texas passing a bill is the first domino to fall down.

2025 New Year’s Eve resolutions : 1: Try to onboard one small privately owned business to accept #Bitcoin as mean of payment (i.e. bar, coffee place) 2: Planting new sequoia trees and make them surviving the summer period. 3: Orange pill my fiancée and make her a ride or die freak. 4. Keep staying humble and keep stacking Sats @ODELL What are yours ?