More Braves thoughts: heading to Atl with a 1-1 split and a rested Sale going in game 2 is about all you can ask for. We’ll still have to earn it, this Dodgers team is murderers’ row. So you’re telling me there’s a chance…

Been a while since I’ve written a Braves note. This Phillies series has been so tight, so heart wrenching. Hoping they can hold on and get some luck vs the dodgers. I don’t think anyone is getting past the Brewers this year, though #MLB #baseball #Braves

I miss @npub10uth...xdlq @ODELL @MartyBent

@Jeff Booth @Lyn Alden Jeff and Lyn, would love to connect on OJ venture. I literally penciled out the same strategy after 15 years in middle market IB / PE and never pulled the trigger. Your AI efficiency angle and collective brand / name recognition were the missing pieces. I’d be interested to connect with you all to see if I can help

Gold is clearly a massive beneficiary of central bank buying. It’s the right asset for the current time: history of monetary use, embedded in the existing system, large market cap, easily and demonstrably controlled in the past. Bitcoin may never receive the same benefit. But it’s clearly a huge upgrade for the sovereign individual: easily transferred, divisible and verified, not easily seized or controlled. For these reasons, central banks may never buy and accordingly we may continue to trail gold in market cap for a long time. But who cares?! We have a near-perfect currency for humanity that will protect us from government debasement and theft. That’s more than good enough for me.

I am not an ultra-high-net-worth individual, but I spend a lot of time with this community given my profession. I have about a dozen instances in the past month of such folks finally getting off zero, or substantially increasing existing bitcoin positions. Mostly ETFs, but about 1/3 self custody. A key theme has been unsustainable govt debt and increased distrust from the recent shutdown. But I think there’s also a feeling that Bitcoin is about to get started on a run. Interesting times.