Adam Butler Michael Harris ∀p(p→◊Kp) Agree. The moat is in the physical world, building physical things faster and cheaper than anyone else. Still think Elon Musk wins the AI race though, because its driven by physical things, ie power generation capacity. He is the best at that by far.

One big difference between this bear market and the last is we have a whale permanently taking big blocks of Bitcoin off the market. What is amazing (and surprising even to me) is he's still raising significant amounts of capital to do this despite sentiment being at historic

Remember this: the P/L of your trade may depend on whether some ballistic missile finds or misses its target. This is the current state.

1. Understanding and generating videos are mutually beneficial. They are the training materials for physics and embodied AI, e.g. Optimus. 2. Real-time video generation is the most direct and flexible AI-native user interface. It's possible that it will subsume all frontend UIs.

🇺🇸🇺🇸🇺🇸🇺🇸

⚡️Iran issued two statements. One real, one for domestic propaganda. The real one accepted the ceasefire and agreed to coordinate Hormuz passage. The propaganda one claimed total victory, said the US accepted all 10 points, agreed to lift sanctions, accepted enrichment, and

When Elon Musk announced Giga Berlin, legacy media ran endless hit pieces to convince half of Germany the factory would drain the region dry....just like they always do It became one of the biggest propaganda campaigns against a factory that was actually meant to bring some of

⚡️This makes the picture bigger than Iran. Hormuz on one end. Malacca on the other. Those are the two chokepoints that China’s entire energy supply depends on. The US now has operational control or leverage over both. The blockade controls Hormuz. The Indonesia defense

Exactly

'If anybody looks at the data, there is an alpha advantage to doing Trend Following on individual securities relative to trend on stock indexes.' ~Cole Wilcox, CIO $ES $NQ $RTY $NVDA $MRVL

The Garden Route has officially been ranked the world’s best road trip Scoring 90.6/100, it beat iconic routes like Route 66 and the Amalfi Coast. A big win for South African tourism!: capetownetc.com/things-to-do-c…

lmfao

It’s incredibly obvious that agents will all trade on open, permission-less markets. They’re not going to register and sign up for a CEX.

Most Bitcoiners think BTC is a safe haven asset but the truth is nuanced. It has the properties of a safe haven asset. In times of war you can take your seed phrase, cross borders and start afresh without losing your wealth. It should be independent of the system and thrive

Why the majority of traders fail:

🐋 WHALE WATCH: Everyone is staring at the $BTC chart but the real alpha is in the divergence with the Nasdaq. We are seeing a decade-low correlation print right as ETF inflows are stabilizing. This isnt a decoupling its a delay. When the rotation hits its going to be violent.

⚡️Schmidt is a former CEO. He talks like one. He selects which truths to speak based on what is institutionally permissible for someone in his position to say in public. The actual conversation inside the labs and inside the small circle of people who understand what’s being

"The systematic trader’s advantage is not superior knowledge or faster computation. It's the inability to be persuaded."

Hours vs. Iterations

Called it!