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Replying to Avatar jb55

Are you suggesting this is not the case with most professions and is unique to dev? Genuine question, thanks.

Category 3: “Believes bitcoin core devs have demonstrated their ability to unilaterally make unproven, unjustified, controversial changes by knowingly taking advantage of software default settings in the most popular bitcoin reference implementation that exists today, for their own questionable motives that no longer align with what bitcoin was made for - money!” Running Knots is a way to message the disapproval of bitcoin core devs’ entire corrupted handling and poor communication for this mess that they are responsible for.

Just read both as well. Read Genesis first, easy read and fascinating. Hazlitt is also fairly easy to read, but very thought provoking, you’ll want some time to digest. Amazing books.

6 has no defined right front paw. 8 has a smooth head.

Bob Burnett. @boomer_btc on X. Tons of podcasts too. Long history of tech that the older gen can relate too than tech bros of today.

Replying to Avatar Trade Signal

Today Signal (2/6/2025):

🟢⬆️ Long *FICO*

▶️ Buy to Open (Stop Loss): `1895.94`

└─📈 Sell to Close

├─🛑 Stop Loss: `1670.31`

└─💰 Take Profit (Limit): `1918.33`

🟢⬆️ Long *FI*

▶️ Buy to Open (Stop Loss): `231.96`

└─📈 Sell to Close

├─🛑 Stop Loss: `217.94`

└─💰 Take Profit (Limit): `233.35`

🟢⬆️ Long *CDW*

▶️ Buy to Open (Stop Loss): `223.39`

└─📈 Sell to Close

├─🛑 Stop Loss: `204.39`

└─💰 Take Profit (Limit): `225.28`

🟢⬆️ Long *NXPI*

▶️ Buy to Open (Stop Loss): `214.38`

└─📈 Sell to Close

├─🛑 Stop Loss: `204.27`

└─💰 Take Profit (Limit): `215.39`

🔴⬇️ Short *MKTX*

▶️ Sell to Open (Stop Loss): `196.04`

└─📈 Buy to Close

├─🛑 Stop Loss: `212.85`

└─💰 Take Profit (Limit): `194.38`

🔴⬇️ Short *IEX*

▶️ Sell to Open (Stop Loss): `195.35`

└─📈 Buy to Close

├─🛑 Stop Loss: `213.76`

└─💰 Take Profit (Limit): `193.53`

🔴⬇️ Short *GOOG*

▶️ Sell to Open (Stop Loss): `189.55`

└─📈 Buy to Close

├─🛑 Stop Loss: `203.90`

└─💰 Take Profit (Limit): `188.13`

🔴⬇️ Short *GOOGL*

▶️ Sell to Open (Stop Loss): `187.66`

└─📈 Buy to Close

├─🛑 Stop Loss: `202.45`

└─💰 Take Profit (Limit): `186.19`

🟢⬆️ Long *EA*

▶️ Buy to Open (Stop Loss): `130.83`

└─📈 Sell to Close

├─🛑 Stop Loss: `123.26`

└─💰 Take Profit (Limit): `131.58`

🔴⬇️ Short *TROW*

▶️ Sell to Open (Stop Loss): `109.60`

└─📈 Buy to Close

├─🛑 Stop Loss: `114.30`

└─💰 Take Profit (Limit): `109.14`

🔴⬇️ Short *AMD*

▶️ Sell to Open (Stop Loss): `106.24`

└─📈 Buy to Close

├─🛑 Stop Loss: `116.72`

└─💰 Take Profit (Limit): `105.20`

🟢⬆️ Long *JCI*

▶️ Buy to Open (Stop Loss): `89.13`

└─📈 Sell to Close

├─🛑 Stop Loss: `79.77`

└─💰 Take Profit (Limit): `90.06`

🔴⬇️ Short *DAY*

▶️ Sell to Open (Stop Loss): `62.90`

└─📈 Buy to Close

├─🛑 Stop Loss: `69.88`

└─💰 Take Profit (Limit): `62.20`

🟢⬆️ Long *MDLZ*

▶️ Buy to Open (Stop Loss): `57.63`

└─📈 Sell to Close

├─🛑 Stop Loss: `54.72`

└─💰 Take Profit (Limit): `57.92`

🔴⬇️ Short *FMC*

▶️ Sell to Open (Stop Loss): `33.60`

└─📈 Buy to Close

├─🛑 Stop Loss: `49.75`

└─💰 Take Profit (Limit): `32.00`

***

I am testing something new, but I need your collaboration. Reply this message with up to 3 Stock Market Symbols, I will try to comment on each stock if I am Long, Short or Neutral, and why.

Try me!!

1. ARM

2. COIN

3. F

I really want to agree with but. But here’s the reality of how this works:

1. Like it or not, CrowdStrike are still leaders in the cyber security space still.

2. Contract terms can be really hard to cancel, require legal intervention that more often than not, is more expensive than any benefit gained by replacing a problematic solution to begin with.

3. It’s difficult (and very expensive) for most companies to rip & replace endpoint security solutions quickly. Think system integrations, staffing, training, all the downstream cross-sell products, etc, etc…that is not trivial to replace.

4. There’s not many players in this space that can meet the demands of enterprise customer requirements anyway. Think of the security and industry compliance that many companies (by law, or by contract), MUST have in place (SOC, GDPR, ISO, HIPPA, and more). CrowdStrike helps achieve these certification requirements…and theres not many others (handful at most).

5. CEO’s of big clients are ‘friends’. See you on Saturday for 10AM tee-time! Drinks at my place afterwards. This is just how its done.

6. Investment funds have built-in risk tolerance levels for tech firms, knowing there will be a ‘bug tax’, or flaw that could temporarily be disruptive and impact equity valuations. It’s tech…shit breaks, and they know this.

In short, while Crowdstrike f’d up, who’s to say that couldn’t happen to any security endpoint solution. They f’d up, they owned it…thats the risk you take with any technology. Technology isn’t perfect. Nothing in the space is.

I’m not defending them; poor QA controls, poor pre-testing on this one. 100% agree. But Crowdstrike still has an excellent record, and theres not many readily - and easily replaceable - alternatives that any company can pivot to at the first sign of any issue.

Endpoint security tends to be sticky. Especially for large scale enterprise accounts. They’re not going bankrupt any time soon. Not until there is a considerably cheaper, easily replaceable solution that meets feature parity of Crowdstrike. I really do hope to see CrowdStrike and SentinelOne become irrelevant with emergent decentralized open-source alternatives that meet 80% of feature parity at a 90% discount to average enterprise cost-per-client. This is 5yrs out at least.

Don’t be surprised if CrowdStrike could be the come-back story of the year.

Hope my explanation makes sense. It’s s good question.

Interesting!

1. Can we get a side-by-side listing of trade-offs DATUM compared to StratumV2? I’d like to know more about what the differences are in more detail, and what led to the decision to really create something new instead of building off V2.

2. Are there any other specific aspects of mining centralization that DATUM still leaves unresolved? Where are there still decentralization risks theoretically assuming if this is largely adopted over the next 3-5yrs? Curious to know what Ocean thinks looking forward on this.

3. Are there plans for Ocean to push / advocate for knots? Or is that not the scope of the business plan? Knots could use some marketing / documentation help, maybe there’s an opportunity to do this with Ocean’s efforts. If knots has real advantages over core, this has not been well communicated. Convince more people why knots is better, why doe is advance the decentralization ethos over core, broaden the dev resources & interest in the project, etc…Ocean might be able to help.

4. What are the payout changes/fees etc.. that Ocean pool can set expectations for? Assume this will change as you’re still in bootstrap-mode, so it would be good to really be transparent to what those fee/changes may be in the future (if any). Don’t make people think this is a bait-switch tactic!

Looking forward to seeing how this plays out in the market, exciting stuff! It’s great that Ocean is really taking this mining pool centralization seriously and taking steps to deliver real alternatives with real incentives. And thank you to Jack and others with the funding support to make this a reality. Great work by the team!

1. YouTube: Bitcoin University, by Matthew Kratter. Excellent channel, tons of content, just search any topic about bitcoin and Matt’s made a presentation on it. Matt is also on NOSTR.

2. YouTube: What Bitcoin Did, by Peter McCormack and Danny Knowles. Both are on NOSTR.

3. YouTube: TFTC. Marty and Matt have such an awesome vibe, great content to listen to. Relevant, no b.s. and both are very active on NOSTR.

4. Book: Broken Money, by Lyn Alden. Macro through the lens of an engineer. Lyn is very active on NOSTR.

5. Book: Bitcoin Standard, by Saifedean Ammous. Saif is very active on NOSTR.

6. YouTube: Robert Breedlove. Philosophical, and really thought provoking content.

7. YouTube: Natalie Brunell Coin Stories. Awesome bitcoin content, brings complicated topics easy to understand.

Also, check out:

1. James Lavish, the Informationist. Hands down the best way to understand complicated economic concepts. And why bitcoin is so important. On NOSTR.

2. Preston Pysh, YouTube. He does a great job of explaining current economic issues and has great guests on. Very active on NOSTR.

3. Matthew Mežinskis & ‘The Rational Root’. The best data, best charts, best analysis.

This should get the rabbit hole started. And Welcome! Be patient, its a lot to absorb, but will change your life on how you understand economics, money, incentives…ask questions, challenge others and yourself.

How exactly does DNS become un-used? I have a hard time believing that there’s not one dependency that requires a domain lookup call in some form or fashion. Thanks in advance, really interesting.

Need to research more on MM. I believe its just another branch of Joe Lubin and Vitalik’s empire. This is not what is needed. Also, there’s data/articles on how MM collects all user IP addresses.

Infura -> Consensus -> Joe Lubin.

Hard pass on MM.