on the bright side if crypto goes -80% from here I think we might be at fair value.

The Andrej Karpathy interview 0:00:00 – AGI is still a decade away 0:30:33 – LLM cognitive deficits 0:40:53 – RL is terrible 0:50:26 – How do humans learn? 1:07:13 – AGI will blend into 2% GDP growth 1:18:24 – ASI 1:33:38 – Evolution of intelligence & culture 1:43:43 - Why self

we are here

A lot of people are expecting a level of euphoria synonymous to what they experienced last cycle. Which is likely going to trap an insane amount of capital.

I simply only trade in markets where I am near certain will grow in size When the pie is getting bigger everyone wins When the pie is getting smaller everyone loses Wait patiently for obvious signs that a segment is about to expand (bubble forming) then pounce on it early

Selling is way harder than buying

In reality if you can make "retirement" level money in your 30s you won't want to retire. Most people who make "fuck you" money have built a personality that enjoys the pursuit. A perfect day for pixel is 4-8 hours of staring at charts and thinking about what to invest in.

another day of nasdaq ATH and crypto under performance

Bringing back Up Only was just the warm up. We’ve acquired echo, the leading onchain capital raising platform. → Joining builders with community capital → Giving investors access to new opportunities → Growing economic freedom worldwide

Seeing Cobie sell echo for $375m makes the builder in me feel fomo.

The reason why OpenAI will win is they’re building an ecosystem around your data. Less about the product being the best and more about how their AI knows you. It’s the same playbook that Apple has. Lock them into an ecosystem that’s hard to leave.

It’s funny how most of ya’ll have no pulse on which direction the market will go. So you just wish for up because you have no confidence on when to sell. If you’ve never been publicly bearish are you signal or just permabull noise?

What games will you be playing this bear market?

make sure you accumulate 21 BTC before the end of q1

- the $PADRE token will no longer have utility on the platform with no further plans for the future. more evidence a companies equity is valuable and its tokens are worthless

we have regulatory armies to come after you if you don’t bring value to shareholders. No army to stop you from rugging token holders.

until tokens legally represent ownership of a company they’ll continue to be one shotted by equities 99.9% of tokens have a company with shareholders behind them who are making the decisions on what to do with the token Tokens are a product Shares are the ownership

It only took 25 years to go from horses&carriage to cars. Probably takes less than 20 years to go from the first humanoid robot in houses to replacing all physical labour.

some post analysis on my trading over the last 12 months. capital gains: $4.34m capital losses: $1.98m total gains: $2.36m assets traded: 527 profitable assets: 126 unprofitable assets: 401 biggest loss: $PIPPIN $87k biggest gain: $AI16Z $2.14M Only a 24% hit rate 10 of these