closing section of buffett's final letter: "One perhaps self-serving observation. I’m happy to say I feel better about the second half of my life than the first. My advice: Don’t beat yourself up over past mistakes – learn at least a little from them and move on. It is never too

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Everyone is wrong about Bitcoin, Quantum, AI, & Zcash. BTC: it's not a fully-adopted sov, and it's also not just nasdaq beta Quantum: not gonna be 5yrs, & not gonna be never AI: not gonna be digital-god, not gonna be useless ZEC: not gonna flip BTC, not gonna sit at $30 again

There’s so much pessimism and short-term thinking on cryptoassets these days that the R/R is tilting towards optimism and long-term, sized, high-conviction positions in distressed, public, cryptoassets. That said, the time isn’t yet now, imo. I shared my view @ $109K that $BTC

Heisenberg I probably shouldn’t be saying this, because I’m a Fundstrat customer and their research isn’t public, but I feel the way this is being framed on X is unfair and misleading so I want to clear it up. I’ve seen people point to screenshots and clips and say:

Coinbase CEO Brian Armstrong on Fox Business: Big banks are lobbying to kill competition in the CLARITY Act.

How about...screw it, good bill or no bill. Banks demanding yet more government protection from competition is just too offensive. Crypto industry has had to chew glass for a decade; can do it again. Trump should tell *the banks* to get in line ffs.

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I think the entities buying gold (sovereigns, particularly China) have a very long time horizon and it's the right move for a 5-15 year forward facing "end of the long term debt cycle" scenario. Meanwhile it's really hard to convince sovereigns and fiduciary institutions to buy

Palantir CEO prediction of AI impact on jobs, companies and governments: "The revolution that's coming is going to expose the actual market value of what you are doing." - Alex Karp, WEF 2026.

Tim has been much more right than wrong about macro and Bitcoin over the last 5 years I've followed his research. He speaks what data tells him, regardless of consensus. Not always what we want to hear but it leads to alpha.

If you’re a $BTC, $ETH, $MSTR, $BMNR, $ASST holder you should read this. I won’t sugarcoat it. It really sucks to be writing a message like this again, especially after doing the same last week and the week before. Crypto has been getting hit hard. Again. Markets hit new

So you're really "over the hill" by 30. High probability you're at the bottom by 80. Run your race accordingly.

In the age of AI, "be the most hyper curious person" in your work.

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2026: became clear that agents are white collar robots 2030: will be clear that humanoids are blue collar robots Same function, a few years delayed. The masses don't love working in cubes or ditches. Will be as freeing for humanity as the industrial revolution.

The ChatGPT moment for robotics is going to arrive within the next 18 - 24 months. We are going to need a lot more chips and a lot more commodities.

Halving everyone’s wealth will reduce inequality. Doubling everyone’s wealth will increase inequality.

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