Marius

Bitcoin needs more transactions. nostr:naddr1qvzqqqr4gupzpcg35szh3kg7luzf5dgqwrqh2dkvg370l8kgcj4lu3wczrayg92cqq2kkumkx3f52hmswpmh5vntdezj6amx94ry6d2srrs

Good morning, dusty day with Calima. Enjoy it nevertheless.

Cities preach climate action while forcing us drivers to burn fuel hunting for parking like idiots. The CO₂ from circling the block five, six, seven times a day is pure policy-made waste. Build parking. Stop the hypocrisy.

That Primal is down because they use Cloudflare is an insult to Nostr

Everyone is finally realizing what projects are actually useful and important? 30d%: ZANO UP, Bitcoin Cash UP, Dash UP, ZCash UP, Monero UP, basically everything else DOWN

Notes on Dan Peña's November 2025 "Arrival Night" talk: - The existing identity is the primary obstacle to success - The obvious advice is to be focused and work hard Principle 1: Identity Annihilation - The current self is incapable of high performance - True success doesn’t come from motivating your current self but from annihilating the current identity that produces excuses, seeks external validation, and rationalizes “half-assed” efforts Principle 2: Commitment - Reject “trying” and any part-time effort - You don’t just need “focus” but an absolute and exclusionary commitment - High-peformance is ergo not defined by what you do but what you are willing to exclude Principle 3: Learning ≠ Consumption - Those who take the most notes and ask the least amount of questions succeed the most - Which means: “infantile” questions demonstrates the failure to ingest the system. Accept the system before processing. - Mechanism: 1. Ingest: Take “copious notes” 2. Process: go home and “rewrite” them 3. Re-Assemble: “put them in some semblance of order” Principle 4: Accountability - Reject ALL forms of justification - All excuses, even valid ones, are irrelevant to objective outcome. Success requires a system that mirrors this objective reality. - Mechanism: Weekly report, that must be done daily because memory is unreliable - Binary: Yes or no questions - No justification: If you use the word “But” in an answer = the answer is NO - NO means “I cunted out” = confrontation with the failure, non-negotiable language, preventing “I had a good reason” as self-deception and excuse - Result: system of radical self-honesty against a set of non-negotiable processes Core: Current identity, learning habits, and accountability methods are the main reason for failure. They must be annihilated and replaced with this specific, rigid, and ruthless QLA operating system. https://www.youtube.com/watch?v=fHFTSCN78vs

Why are people here, using Nostr, and not Farcaster? (I'll ask the same inverse question on Farcaster)

MSTR market cap (57B) is now lower than their BTC holdings (65B). Perhaps I don't really understand MSTR investors, but they are in a dilemma: psychologically Michael Saylor must buy a large amount for any remaining trust -- but financially based on stock performance they should not. Purely based on this, MSTR might look undervalued at first, but it ALL depends on investor conviction on BTC. (And this conviction also depends on Michael Saylor buying or not.) If you add a margin of safety (short term dips to $70k - $80k BTC) then conservatively MSTR BTC holdings are worth $42B - $8B debt = intrinsic value of $34B. Pure speculation at this point.

We talked a lot about how social algorithms are designed to make addicted. But when are we having the honest conversation that AI is optimized for engagement and satisfaction? When a user asks AI, it will provide a helpful and satisfying answer. EVEN IF the helpful response should be: "you should do the work or make the decision yourself". Today's generative AI chats are apparently designed to offload cognitive load, not to build cognitive capacity. This makes the entire relationship with AI addictive and thereby toxic.

No matter how much I want to be productive past 9PM (after kids fall asleep) it seems like an impossibility. When I compare it to early mornings, perhaps I'm with caffeine and nicotine at 15%. Today is my last day in bed past 9.30PM.

Warren Buffett is ending his Thanksgiving letter with timeless advice: • Don't beat yourself up over past mistakes. • Get the right heroes and copy them. • Decide what you would like your obituary to say and live the life to deserve it • When you help someone in any of thousands of ways, you help the world. • The cleaning lady is as much a human being as the Chairman. His letter reads as though he feels his death is near. I learned a lot from everything Warren Buffett has written over his lifetime. I am extremely grateful for that. If there is one thing that he inspired me to do, it is to write publicly. While it feels as if nobody is reading what I write today, I know that there will be one single person 41 years from today who will be just as grateful that I published and not buried my thinking.

So, Nostr has AI bots? Sucks...

I always thought that the world is big. That there are many countries to choose from if you ask yourself “Where to live?” The truth is: the world is actually very small. When you have certain criteria, the # of countries that qualify collapses from hundreds to only a handful of options. For example: if you believe in home-schooling, no legally required childhood vaccination, and you do like sunshine, only 7 countries will match this specific criteria. Of these, some are shitholes, which leaves you with 5 options. If you don’t want to live completely detached from society (in the jungle or on a remote island) then you have 3 options left. If you want to own property, there are 2 left: Portugal and Panama. If you don’t like the EU, Panama is the only option with its own downsides – or perhaps the best option is to get a medical exemption to make the USA your perhaps best option. Have you ever defined what principles are truly important to you – and then matched where in the world these criteria are fulfilled? You will be surprised.

There is this book from Cal Newport called “So Good They Can’t Ignore You.” It basically says focus on what value you can offer and which rare and valuable skills you can acquire. I carefully predict that in order to be “so good they can’t ignore you” in the future, all you need to do is ignore using ChatGPT and any other LLM and just do intellectually challenging work every day. In 3–6 years you’ll be one of the sought out, employable, and highly-paid individuals simply because you are cognitively sovereign. Yet, in order to survive the next 3–6 years without falling behind competitively against those who do use ChatGPT et al., you must avoid all computer and knowledge work. In other words: have a career that allows you to provide value (and make money) without using a computer. Besides obvious blue-collar jobs (which are themselves antifragile if specialized), this is particularly sales and deal related work: sales, M&A, broker, leader/founder/owner. By pursuing such AI-resilient jobs, while spending early mornings, late evenings, or weekends writing essays, doing manual research, solving difficult math or physics problems, or simply by reading real books, you’ll be so good they can’t ignore you. It will require much less effort than ever before, not because less effort is required for mastery, but merely because you are now part of the control group against a massive population that will experience cognitive-atrophy and thereby become dependent on AI and thereby unoriginal, homogenous, and uncreative.

What's wrong with Europe. Sabine Hossenfelder puts it into words. https://youtu.be/iH0aij_A08A?si=MbWf0-sFI7ANb5dt