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joe
6827ef2b75ee652dcc83958b83aea0bc6580705b56041a9ee70a4178e1046cdb
copper miner, atom pusher

$mara

they have 16,000 bitcoin

220 million shares at $38

= 8 billion/16,000

=

350 million in debt as well

a nonsense stock

2024 colours

Bitcoin play in 2024

(90 days after in-kind bitcoin etf)

"we pinpoint weaknesses and inconsistencies in Dr. Satoshi Nakamoto’s paper–strengthening our belief that he is (or was) a competent scientist but not a combinatorialist...At last, despite the inherent theoretical limitations of consensus in distributed computing as illustrated in [FLP], bitcoin’s ‘consensus’ computes at a market capitalization of > 100billion USD." https://sites.math.rutgers.edu/~zeilberg/mamarim/mamarimPDF/bitcoin.pdf

Equities yield 4%

Bonds 4%

Inflation 4%

Alas…

Gold/bitcoin zero opportunity cost

Gresham’s Law

long/short fund strategy:

all-in short $nvda against $arkk long

this year’s fab 7

ELI5 the #OpenAI drama using a Feynman diagram:

It's pretty straight forward - OpenAI spontaneously emits @sama and @gdb, producing a short-lived @miramurati that converts to an @eshear via @bradlightcap decay.

@sama and @gdb undergo @satyanadella-catalyzed fusion with @MSFTResearch in a temporary bound state.

Since @eshear is a gluon he can mediate color-charge exchanges among board members: the @hlntnr exchange with @LHSummers preserves DC charge, and @TashaMcCauley exchange with @btaylor preserves SV-charge.

@adamdangelo is his own antiparticle and so remains in place, but traveling backwards in time.

The first half now plays out in reverse-time: the @MSFTResearch superposition collapses, @bradlightcap is re-absorbed along with @sama and @gdb into a new stable bound state.

The slight mass difference between exchanged board members adds 501(c) KeV of energy, causing net acceleration of the OpenAI ensemble.

https://x.com/Andercot/status/1727225674266800162?s=20

A smart bot: You grew up in a fly-over state and you’re still trying to figure out why your daddy (brothers, too, if you have them, who were abused by priests) would tuck himself into your bed at 2am.

You have >$12k cc debt.

You’re a waitress at Denny’s.

Fentanyl is in your future.

You’re just a simple statistic of the uneducated.

Ah, high school educated! I like brains, too.