It's still one of my favourite tracks of all time. Love it to death.
The KLF - What Time Is Love? (Pure Trance 1)
Music does not get any better than this. The KLF made history with this one. 🙌
Made some small purchases today:
Bitcoin $BTC
Strategy $MSTR
Mara $MARA
Bitfarms $BITF.TO
CleanSpark $CLSK
Bitdeer $BTDR
Why now? The culture!
DJ Hooligan - The Culture
Rooting for you Jeff!
NEW EPISODE DROPPED... Lawyer and Bitcoin advocate Freddie New joins me to discuss how bloated government, the civil service, tax policy and institutional rot are driving Britain into Roman-style decline and why localism and Bitcoin may be our only way out.
Links to full episode - https://linktr.ee/PeterMcCormack
https://blossom.primal.net/63f1b1ef6a5bc31e485a4e63218c153629e5895c37d9de68184ff71c2edffd67.mp4
Going to tune in for sure!
Sparrow v2.2.0 released with:
• Recent Blocks view
• Improved camera support
• Dark mode improvements
And much more: https://github.com/sparrowwallet/sparrow/releases/tag/2.2.0
Love Sparrow man! It’s the best one out there. Thank you!
I haven't received any crypto related question for many many months, but today it happened. This is while Bitcoin is hovering around $104 k. Is retail entering?
It was about something called: M3 MarsVerse. I don't know what it is and have no intention of finding out either. Told him to stay away. Don't think he'll listen. ☹️
Running Qwen3-30B-A3B
Boy is it good, insanely fast and has both reasoning/non-reasoning modes in one. Thank you to the Qwen team at Alibaba $BABA
Celsius CEO Alex Mashinsky sentenced to 12 years for crypto fraud.
A Conversation with Nvidia $NVDA CEO Jensen Huang | Global Conference 2025
New interview with Jensen. 30 mins. Not the most interesting interview. I watched it so you don't have to. Lets wait for Computex.
Gucci desperate? $KER.PA
Gucci and Kering not doing very well. Stock price is one indicator, this is another one. Almost a desperate move.
Lets see if newly appointed creative director Demna Gvasalia can turn things around.
I'm not a fan of Demna's clothes by any means, but there's no denying his massive impact on fashion the last 10 years. More so than any other designer during this period.
His work at Vetements and Balenciaga will written about in books.
Starting Vetements and taking it from nothing to the biggest hype in fashion in such a short period of time was an amazing feat. I don't think I've witnessed anything similar before nor after.
And then taking Balenciaga from a sleeping brand no one was paying attention to to the most hyped one, surpassing even Vetements.
The Kering group consists of more brands than Gucci of course, but Gucci's share of the revenues is above 40%. If Demna is successful here, Kering will probably be out of the woods.
Not buying the clothes and not buying the stock.
Speaking of, the only Gucci I care about, Gucci Mane! Legend! ❤️🙌
Strategy $MSTR - Q1 2025 Earnings Call
This was interesting. Watched the whole thing yesterday. Yes, the complete two hours. Not only that, I think I'll have to rewatch it because it was packed with so much info it was a lot to take in. Especially if you were doing something else at the same time.
The company is doing exactly what it should be doing: finding fiat money wherever it can in order to buy bitcoin. All fine and dandy. I don't really care if they show a profit or loss in the short term, new FASB accounting standards.or not. Even though the software part of Strategy is more or less a side business these days. I would have liked the software revenues to not decline 3.6% year over year as they did. No biggie though.
I say this as a shareholder of Strategy. Where it gets a little more worrying is the concentration of bitcoin within one entity and with such a fierce pace. From an ideological perspective I'd prefer less concentration.
How are they even able to buy such large amounts pf bitcoin outside of the open market (I'm guessing here), who are these people selling it to them and why? I sure ain't.
When I bought the stock for the first time I could never have imagined the company would have acquired over 550 000 bitcoin some years later. It's truly astonishing how many they have now.
During the last quarter Strategy have mostly been diluting shares in order to raise funds, taking on debt not so much. All things being equal I'd prefer more of a balance between the two. I'm guessing raising debt to buy more bitcoin is harder than anticipated.
All in all I'm very happy with the company's performance. It has grown to become my largest stock holding by far. It passed Hermès $RMS.PA October last year. Hats of to Saylor and the rest of the company.
Source:
Reuters: "Footwear brands including Nike and Adidas ask Trump for tariff exemption"
It's tough out there for sure. I'm not sure the average person can absorb the higher prices without breaking a sweat.
76 footwear companies signed this. Hopefully this will all be sorted out in the near future.
$NKE
Source:
Lana Del Rey - Live at Stagecoach 2025
She's the voice of an angel! Haven't seen her live yet and she doesn't seem to be coming around here anytime soon. Bummer!
Amazing Lyn! You deserve it, it's a fantastic book! 🙌
I bought three copies in order to give away two to of my closest friends. Hopefully they'll read it as well. God knows they need to even though they might not realize it themselves.
Oh nice! I should take up fishing again. I like doing it, but haven't for a couple of years.
How the tides have turned. A beautiful sight indeed. One brand versus seventy five.
Wasn't that long ago, early 10s, when Bernard Arnault and $LVMH tried to do a hostile takeover of $RMS.PA Everyone, including Arnault, knows Hermès is the crown jewel. 🙌
