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Seeing people dropping like flies. Settling, light gone behind the eyes, spark gone, mundane auto-pilot comfort seeking routines (with a good dose of escapism), dreams dead and passion gone. So sad. Need to Hold the line at ALL costs.

I'm personally expect we are T-5 years to massively different post-AGI world. Grind accordingly.

StoneX CEO says 2000 tonnes of gold has entered the US over last 2 months: “What we’ve seen in the past 7, 8 weeks in the market was probably one of the largest physical movements of gold from all over the world into the US. We estimate over 2,000 tons.” stonex.com/en/media-room/…

I never really understood women until I realized just how much they hate unattractive men. For a man, an unattractive woman is relatively simple to deal with. You just don't look at her through the lens of sexuality. Be polite, deal with her as whatever she is... work

South Korea is a giant black pill to a lot of right wing stuff tbf Compulsory military service AND a sword of Damocles in the north *should* make for pretty aggressive males. The population is physically skinny & in good health. Hyper homogenous …and yet! No kids!

Once you hit 27 there is a massive shift happening right in front of your eyes Most of your friends will settle down and start losing that fire in their eyes Being comfortable with mediocrity and getting into debt to please their other half Winners? Winners will keep winning

$BTC orderbook skew was simplest piece of analysis that "predicted" (check quoted post) Lesson here - Don't doubt it... I shared it 3+ times over the last month "Each time we have seen this, $BTC fell at least -30% shortly after..." (we just hit -20%) ✅ It's finally back to

Interesting turn of events. I didn't know this before, but not surprised either as they (FTX/3AC) were "close". I am curious if FTX had anything to do with the LUNA/UST crash/depeg in May 2022?

Has anyone gone from very low energy to very high energy? What did you change?

Honestly, I’m not a good trader, I just have a really in-depth understanding on how exchange matching engine mechanics work and a want to understand the reason behind every decision made in the logic to build this engine.

과거 예측한대로 저출산 고령화로 인해 서울 일부지역을 제외하고는 전 고점 돌파를 못하고 있다. (인플레를 감안하면 모든 지역이 전 고점을 돌파하지 못했다) 최근 국민연금 보험료율 상승에 따라 사회가 충격을 받고 있는 상황이다. 하지만 큰 붕괴 중 이제 서막에 불과하다. 과거 일본의 사례를

It is likely that we only have ~3 years remaining where 95% of human labor is actually valuable (i.e. earns you money) Most people haven't realized this yet. It is also likely that this will be the end of our current iteration of labor-based capitalism.

I've updated my AGI predictions and I want to leave a note (You can safely ignore this post) So, previously, I held the belief that scaling LLMs *would* eventually result in AGI, but that would likely require quintillions spent, which is simply not feasible currently. I thought

It’s crazy to think the entire real estate market is propped up by what is essentially the entire middle class being 100x long

1/8. Since much of my career was spent in Japan, the incredible shrinking nation, I'm a "demographics is destiny" kind of guy. Fascinating series of charts from CH showing a Japan-style inflection point now taking place around the globe. x.com/Econimica/stat…

This is the box I believe the S&Ps will remain within for the next 7 years. $ES_F

Over the past few weeks, I’ve seen some truly awful takes on $VIX. Most of them follow the same tired narrative: “volatility always comes down,” “it just spikes once and immediately collapses,” “VIX should be lower,” or “I’m selling vol because it never stays elevated.” These

The White House has put itself and the country in a bad situation but doesn’t realize it yet. Around April 10th China to USA trade shut down. It takes ~30 days for containers to go from China to LA. 45 to Houston by sea, 45 to Chicago by train. 55 to New York by sea. That

NASDAQ 2025 vs. 2018. Not quite the same, but not that different.

How I get 100% perfect sleep: - very cold bedroom 18-20°C / 64-68°F (colder better) - 9kg weighted blanket by CURA (adjust to your bodyweight) - separate duvet from gf (I do this for years this might be the biggest sleep improvement) - 3M ear plugs (I tried Ohropax wax but they