2025 is a bear market
Vero
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Former MD student 🥼. Wildland Firefighter Medic 🌲.
Solus Christus ✝️ ⚜️Hálfsterkur. ΔG = ΔH-(T•ΔS)
I am the lightning bearer. I seek volatility; it is vitae.
A master crafted story about garbage human beings:
The Sopranos
Without justice there can be no civility
“The son of a sunless world”
When they give money to themselves it’s needed liquidity injections. When they give you money it’s a threat of inflation.
It’s a joke.
It’s very difficult to monetize an easy solution.
Genius only grows in civility.
Genius turns to cunning & brutality in the savage lands, and never takes flight.
It is my way or the highway
Did you… did you even watch it?
Lost a friend but keep the memories
Movies rob you of the revelation of text, but it takes a long while to see the eureka moments, and there lies the engineering trade off in story telling medium.
“You gonna drown without the outboard. There gonna be water everywhere. You hear, Charlie? God be with you.”
The Mosquito Coast
Richard Jewell (2019) is a great film
“Break a sword and it shatters into many sharp pieces”
I hate people who live in books
The mNAV of bitcoin companies priced in bitcoin cannot fall below their bitcoin holdings, that being 1.0
Other companies without bitcoin can & will have mNAVs trending to zero when priced in bitcoin.
The Lich’s phylactery
Grand Master Storytellers
William "Billy" Lundy , Johnny Reb
107 years old.
1955
This is my favorite photo of all time. It illustrates what I believe about the future.
