Why "Simulation Theory” is bullshit or worse. View quoted note →

Feel like the counter narrative sense-makers have now fallen into a stale consensus too. Better to think for yourself and be in doubt.

Was taking nicotine via lozenges and pouches for the last month, ran out last night, havent had any for last 14 hours, feel fine, maybe better even. Had expected some withdrawal symptoms.

Some of the most skeptical people in some areas can be strangely credulous in others. It’s almost as though they can only tolerate so much uncertainty before they cave and grasp hold of *something.*

Was thinking about how it’s clear having a reliable store of value will demonetize real estate to the value of its utility, but what about stocks? How much of AAPL is SOV and how much is investment? Or the S&P, how much of it is SOV (no longer needed) and how much is investment? What is the difference between SOV and investment? Imagine in a hyperbitcoinized world, someone says, I’ve got a business idea that can earn profits on the bitcoin you invest. You don’t need to invest because you have a SOV but you might want to invest to increase your stash. But in the fiat world, it’s a lot more murky the extent to which AAPL is an investment vs a store of value. That’s because most “investing” is really just SOV in disguise. Not that many people would really invest if they had a sound SOV. Remove the SOV component from real estate and it might be worth half. But remove it from stocks, and instead of treading at 30x earnings, maybe AAPL would be at 5?

curate for earnestness and clear thinking, not ideological confirmation bias

Don't fall for the narrative, but also don't fall for the counter-narrative.

sorry, the highlight seems to imply that prose is mine, when of course it’s W.B. Yeats’ first three lines of “The Second Coming”, the perfect anthem for a Fourth Turning: View quoted note →

Another interesting read. And also Nawaz’s Substack post:

LA Riots, Musk, Thiel, JD Vance & Palantir - A Failed Palace Coup Against Trump

Plus the WARRIOR CREED podcast

Things might not be what they seem.

This is also an interesting read — this guy has been right about almost everything so far.

Seems like Netanyahu sees the regional balance of power shifting after Trump's trip to the gulf states, just threw up a Hail Mary to try to drag the US into a war and halt this shift. Don't think it will work. If anything, it'll push Trump away, isolate Israel further. Similar to the astroturfed riots in LA. That side is losing, so they try and bait Trump into an overreaction, stoke widespread civil unrest. Again, don't think it'll work.

New podcast:

Fountain

The Chris Liss Podcast • Water • Listen on Fountain

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Thoughts on the Fourth Turning View article →

Imagine other people using this protocol might relate: View article →

If you think everything is a psyop, you are a conspiracy theorist. But if you think everything is a conspiracy theory, you’ve been psyopped. I’m a conspiracy theorist AND there’s no doubt I’ve been psyopped.

have also done this, came to the same conclusion View quoted note →

Never gaslight Paranoid people Who got everything right

Had a dream about a post I was going to make. Wasn’t sure whether to put it in prose form, or line by line like a verse. But I can’t remember a single word or what it was about.

Don’t be a purist. But also don’t be a pragmatist. View quoted note →