Don’t be sad that Uptober is over… be thankful that it happened and you got to participate

UPTOBER was great while it lasted!

$NAKA below a buck!!

That bitcoin “breakout” was very on brand for this cycle

GM! It’s September 30th which means that $STRD, $STRF, $STRK have paid their quarterly dividends while $STRC paid its monthly. I received dividends totaling $4,845.

Quick! Somebody release a podcast where James Check talks about chopsolidation. For the love of Christ hurry!!!

Bitcoin was 107.6k at 12 am on 9/1 - meaning it’s still up MTD in what is historically the worst month for bitcoin

This snapshot from Niche details students self reported political beliefs at Harvard. 12% very conservative is really surprising to me - but maybe consistent with things I’ve heard about younger gen z kids who are pushing back hard on woke ideology. I need to look for other sources to see if Niche is an outlier…

Intel has been a monster in 2025, driven by recent investments by the US gov and NVDA YTD 2025 returns INTC: 54.4% GLD: 39.9% VT (Global Equities): 16.8% IBIT (Bitcoin). 16.3%

Sold some corn today to fund my office renovation. Maybe I’ll start a vlog too once it looks nice

The boomers are falling all over themselves to TOKENIZE real world assets on your favorite shitcoin blockchain (ethereum, solana, avalanche). Like it or not, there’s going to be a lot of headlines, activity, and (likely) money to be made on equities that touch the space.

Wow GLD is up another 1% premarket

I’m going to quit my job tomorrow because I’ve heard on podcasts that bitcoin is going to somewhere between $200k and $400k in Q4. Wish me luck!

I regularly see (digital) ink spilled on Americas Housing Supply Crisis. I think it’s about as real as the Bitcoin supply shock. There’s no cheap hosing available in certain wealthy/metro areas but this is a really big country. Lots of sub $300k homes available across upstate New York for example.

With these returns, AMZN proving itself to be a blue chip investment

The only stock I’ve lost money on in 2025 (maybe even the last year)) is a bitcoin treasury company stock.

Well what do you know?! Bitcoins price action is disappointing… but I’m sure we’ll go to 300k or 400k by years end anyway

I can’t tell you where the bitcoin price will go but I can tell you that people who use DoorDash or Uber Eats are lazy mother fuckers

A quick summary from an article in Ignites this morning. Good to have someone at Capital Group who is into bitcoin. Cap Group is one of MSTRs largest shareholders “Mark Casey, a veteran portfolio manager at Capital Group, is an outspoken advocate for Bitcoin. The longtime mutual fund company, which is known for its cautious investment style, has invested billions in companies that hold large amounts of Bitcoin on their balance sheets, including Strategy (formerly MicroStrategy), Metaplanet, and Mara Holdings.”