“Long your longs.”
-David Bailey, January 18, 2025 View quoted note →
BoomTown
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scarcity requires trade-offs.
Breathe. Breathe. Breathe.
View quoted note →
Tenor
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Breathe. Breathe. Breathe.
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We’re on the edge of a bank run for the ages.
Waiting for that money printer to go brrr … View quoted note →
Chat GPT says that upon a bitcoin SBR announcement, bitcoin is $200k+ overnight… View quoted note →
Numb to it all. View quoted note →
Guilty of #3…in fairness, if we haven’t started the bull market yet, then it is (objectively) the worst bull market ever. View quoted note →
Bro … give maxi class of 2021 some empathy … waiting for that first sweet windfall. View quoted note →
100% this …
Even in their success case, tech bros and finance bros aren’t ready for the utility type returns. And that’s IF the regulatory world can protect it like utility infrastructure.
If open source wins then it’ll be akin to the shale revolution. Lowest cost producer wins…lots of bankruptcies. View quoted note →
It’s been a month since David Bailey advocated levered leverage. The price is down since that advice. View quoted note →
Coiling. Coiling. Coiling… View quoted note →
Make it a bot!! View quoted note →
WTF happened today?
Worst. Bull. Run. Ever. View quoted note →
Is @ODELL becoming a bitcoin/gold 80/20 maxi? View quoted note →
Hockey really is the most impressive *sport* humans play. Best overall “athletes” combining physical, mental from every angle. View quoted note →
And most social media content is *worthless* View quoted note →