Replying to @saylor
Yes.
One cannot spell:
“crosS The chasm from laboR to Capital”
“STRategiC”
Without STRC.
Replying to @MisterLeeHODL
“The Hormuz Letter” from Europe.
(An obvious copy of @KobeissiLetter)
Replying to @timber001
It only takes 250 years to go from Washington to Trump.
Replying to @Polymarket
This is the 1 full time job I would take @PalmerLuckey
Genetics, food science, work.
Replying to @AlScott1998
I was 15 rows behind home plate that night. Was epic to see this robbery & 2 home runs from Tatis, live.
Retail Ry 🏧🟧 retweeted
Replying to @bleighky
Yet, neither the Optimus robot nor the flying Roadster will be given away for free.
Nor will the US *stop taxing citizens* in dollars. That’s a fact.
Replying to @bleighky
Yet, neither the Optimus robot nor the flying Roadster will be given away for free.
Nor will the US *stop taxing citizens* in dollars. That’s a fact.
Only energy. “Insurance” is always and everywhere a scam, especially after the crisis, for physical insurance (fire, floods, storms, etc).
Life insurance & certain annuities are a sound way to underperform SPX.
Retail Ry 🏧🟧 retweeted
The big idea, for everyone, is to cross the chasm from labor to capital.
One has to have a burning passion to pursue the path of a fully blocked out Outlook calendar.
Especially, now that the easy money has already been made in BTC.
Look, here’s the reality:
The easy money has already been made in $BTC.
Planning one’s portfolio around a worldview of a massive price shock that re-prices BTC by order(s) of magnitude rapidly, or worse, expecting a complete collapse of the USD (which greatly overlooks the power and influence of NATO), is ill-advised.
Given this, the only ways for a 20 or 30 something year old to have the optionality of escaping the corporate lifestyle, is to (1) study and implement Options Theory or (2) Found a startup and own a material amount of equity.
That’s it.
And the massive benefit of number (1) and (2) above, is the repeatability of both of them, in both absolute and in relative terms to this perceived $BTC scenario.
The big idea, for everyone, is to cross the chasm from labor to capital.
One has to have a burning passion to pursue the path of a fully blocked out Outlook calendar.
Especially, now that the easy money has already been made in BTC.
Look, here’s the reality:
The easy money has already been made in $BTC.
Planning one’s portfolio around a worldview of a massive price shock that re-prices BTC by order(s) of magnitude rapidly, or worse, expecting a complete collapse of the USD (which greatly overlooks the power and influence of NATO), is ill-advised.
Given this, the only ways for a 20 or 30 something year old to have the optionality of escaping the corporate lifestyle, is to (1) study and implement Options Theory or (2) Found a startup and own a material amount of equity.
That’s it.
And the massive benefit of number (1) and (2) above, is the repeatability of both of them, in both absolute and in relative terms to this perceived $BTC scenario.
Acquisitions are an option, but my firm opinion is that the best outcomes reside internally with a new arm of the business: Strategy Energy™.
Farm sized lots of batteries, trading energy, especially at ERCOT (TX)
While being paid to provide energy in places like CA.
The highest conviction bet one could make today is on the increase in electricity demand.
The key part though, and where energy overlaps beautifully, is the anti-correlation of the cash flows vs the price of bitcoin.
Replying to @GrainofSaltSF @chowcollection
Direct financial advice to others.
Of course, no QA/QC within TN.
That’s me putting it mildly.
If a PT Barnum style circus comes to town, who is the bad guy?
The carnival barkers, or the guy explaining the work?
Retail Ry 🏧🟧 retweeted
It’s very innovative how @ColeMacro, the “chief executive officer” of the work from home crew of grossly overpaid Twitter users, copied word-for-word the only thing I’ve been thinking about for years.
It’s very innovative how @ColeMacro, the “chief executive officer” of the work from home crew of grossly overpaid Twitter users, copied word-for-word the only thing I’ve been thinking about for years.








