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gojiberra
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figuring it all out I appreciate your humor, insight, and your post whether or not I agree

I did that last year and now I owe $8000 to the IRS.

I vibe coded a Monte Carlo python simulation of $100k for 3 years. take it with a grain of salt bc i'm not a statistician. but you can see there's a significant benefit you might leave on the table.

99% BTC/1% MSTR

50%BTC/ 50% mSTR

i'm going to have to look into this some more. i definitely don't like having sacred cows.

sometimes i look at Tesla investors on twitter, and I don't know how they have kept up so many years. "just pivot to bitcoin/MSTR already" i wish i could tell them.

so i'm going to try to look at MSTR with a critical eye. the Josh Mandell character was complaining about Saylor's ATM usage, so there is some room for criticism of the strategy.

hah, you're right. posting random thoughts is prob never a good idea

i just called two of my favorite public figures ornery and the other too likeable.

all the people who give him suboptimal advice

thx. it was just a random thought that popped into my head

i've seen a bunch of interviews of Saylor where he gets a little ornery and impatient. I have a feeling he's a bit autistic to the point where he can't not do the thing that should be done.

Jack just seems a little too cool kid for me. Maybe i'm just an insecure male, bristling at someone who's so young, successful and good looking. but the concern is that his personality (if he really is more agreeable) has a bigger influence/attack surface for him for doubts, bad influence, etc.

Saylor has also already been derisked from ladies, liquor, leverage etc.

yet another day of work done and notes taken:

https://youtu.be/YfDfkz0y_vk

my response to worries about people hoarding hard money:

i've never had more business ideas than i have now. as the price of bitcoin goes up, instead of being incentivized to hoard, i actually feel a desire to start real world stuff.

for example, i just discovered the bird that looks at me from a branch in the morning is an emerald Toucan.

so i live in an emerald Toucan reserve. Instead of cutting down trees and building more housing to earn more bitcoin, the value of this land just skyrocketed to me personally. I love the luxury of drinking coffee and looking eye-to-eye with an emerald green toucan, and I'm willing to part with Bitcoin to do so.

bonus if you can find the toucan in my early morning photo

i dont think Jack Mallers has the Disagreeable trait in the quantity necessary to take on MSTR... but it's fun to have another company to look at.

No desire in this case. But a conviction that it's the highest use of time.

I've been hearing that we should all do ivermectin once a year just to get rid of them. A lot of sickness is just parasites

Yes, I tried to witness to him about the glories of trying his algorithms out on Bitcoin but he said he would stay in his lane with obscure European currencies

so backed by and pegged to are interesting concepts that i hadn't really differentiated before.

i assume "backed by" would be the BitBond idea. if i understand correctly this means the Treasury takes on Tether's business model to an extent (but with their treasury bill product, not stable coins).

and "pegged to" would be like an reverse stable coin. the dollars would be pegged to, let's say, 10 satoshis per dollar. that would be an upside-down world

I guess I'll survive if Amtrak privatizes, but what about porta-potties in city parks.

I'm so tired of public restrooms being "closed for maintenance" and contracts given to some porta-john provider ("Honey Buckets" in Texas).

And all the portajohns were probably all at the Coachella event last week and sprayed out and installed at the kite festival this week

And I will use one next week at the ride-a-retired-train festival next week.

Meanwhile the umbrella portajohn company is buying Bitcoin on their balance sheet.