Love it :)

My new office pieces. A daily reminder from the masters — you only need a few right decisions in life, but you have to size up when they come. I don’t care about the cycle top — not now, not in 3 months, not in a year. Just be ready when it’s time to bet big. #buffett #munger

Top signal🤣

People cry “crash” every time the market exhales. What I see right now? A polite consolidation. Zoom out: this isn’t even in the same galaxy as 2022 — inflation was ripping, USD on steroids, stables depegging, biggest insolvencies, regulators speed-running hostility, yields

Some DePIN networks are set up for a spectacular comeback. Most L1s won’t. Network dynamics make it obvious: real usage compounds when there’s a clear buyer of the service. Most L1s still sell highly abundant, mostly non-valuable blockspace—a commodity with near-zero

Crypto tokenomics needs an upgrade. The “Bitcoin vs. altcoins” taxonomy is a legacy UI anad does not fit any longer. It makes people treat everything that isn’t BTC as a shitcoin (understandable tbh)… while forgetting a token is just a wrapper. The underlying businesses are

Sentiment in crypto swings like a pendulum. Most people have a long-term thesis (often correct), then look for proof within 6–12 months, don’t see it, and conclude they were wrong. That’s not analysis — that’s impatience with a price chart. Bitcoin is the cleanest example: it’s

Disagree. Capital efficiency to grow the business is rational—but blaming “the market” for token price isn’t. If buying pressure is real, growing and sustained, price follows math, not sentiment of other marcet participents. Buffett framed it best: we don’t need a market to

Everyone has a strong opinion on #China. Almost nobody is willing to underwrite the spread. From a first-principles lens, the setup is simple: price is what you pay, value is what you get — and the China vs US gap still looks structurally mispriced to me. I said this publicly

One of the most important things for investors — and I don’t see many doing it — is this: spend a lot of time thinking through and writing down a strong long-term thesis. Because of short-form videos and “finance entertainment,” people tend to pick up ideas they hear, without

I still think DePIN is one of the cleanest ways to scale physical infrastructure versus fully top-down models — but only if contributors participate in the economics in a credible, enforceable way (fees, burns, distributions, or explicit revenue-share). Empirically, value

If the fiat system were flawless, Bitcoin would be irrelevant. But money is simply a ledger of collective belief, and our current ledger is being systematically corrupted by its administrators. We are living through the slow, undeniable decay of the Bretton Woods order. When a

More of this culture is needed in crypto land

Watch and bookmark this. Worth your time! Warren Buffett & Charlie Munger on how to value businesses. Investing is simple, not easy! #buffett #munger #berkshire #investing

The sun was free. They sold you SPF 50 and a vitamin D deficiency. Sleep was free. They sold you an app, a pill, and a wearable that tells you your sleep was bad. Walking was free. They sold you a treadmill, a fitness tracker, and a £180 pair of trainers. Fasting was free.

Funny how people call #BerkshireHathaway “boring” and fixate on Warren Buffett stepping down. To me, it’s one of the few businesses I’d actually feel comfortable owning in size. Reason is simple: It’s not one company — it’s a collection of businesses people rely on every day.