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preston
85080d3bad70ccdcd7f74c29a44f55bb85cbcd3dd0cbb957da1d215bdb931204
Bitcoin & Books. GP at Ego Death Capital @PrestonPysh on Twitter.

Very pumped to be going to Riga in August. If you’re attending, would love to meet ya!

nostr:note1st6hcft4t7ft37lu995ysyy4n0hrne6n50ree90h7yswzgkd8t0qajs3nr

Massive! Way to go nostr:npub1sg6plzptd64u62a878hep2kev88swjh3tw00gjsfl8f237lmu63q0uf63m !

nostr:note1gzy3ys09yx2l2a0twkw5p5gerjqdg5l0c8se3250pq4cew6fa5fs3wmrm7

This seems to be a good take. Curious if anyone disagrees or has a counterpoint.

nostr:note1ehrxlha9j407dd23ge6cwzksh8yez40sza6zd0qw760egwfz6nesxaye35

At least nostr:npub1nw5vdz8sj89y3h3tp7dunx8rhsm2qzfpf8ujq9m8mfvjsjth0uwqs9n2gn can always put a smile on our faces.

nostr:note10ythdga04jz48gwn5pgz3wyp2n8xgux5gewfncyv5ltwvem7d4tq3vvgag

I think his Bitcoin only (personally owned) position size is drastically undersized. I have a very big concern for a 6102 style attack on MSTR, therefore the Kelly criterion math tells me a 5% or 10% position size should be the max based on the risk assumed for potential out performance. This math would be the same whether it’s me or Michael. So I would imagine it’s likely because of that. Now he will never get his position size down to those levels, but it’s the idea of balance that risk out of his overall portfolio positioning.

Ooohhhhhh SNAP!

nostr:note1m78l8yq4svjzerf7ga4muapn6awwp8ld4rc426yvurz5glh84yvqrq6hnp

🤣🤣🤣it’s Miljan. nostr:npub16c0nh3dnadzqpm76uctf5hqhe2lny344zsmpm6feee9p5rdxaa9q586nvr

🤣🤣🤣🤣!!! I’m so conflicted, but in this situation I have to stick with my gut and say nostr:npub1797h37mc98f6363m5nysxd0t2swuz7nxq4z83saw77em3czld6xqvuar68 remains the Pittbull of Bitcoin (very 305 kind of vibe to that guy) and nostr:npub1j8y6tcdfw3q3f3h794s6un0gyc5742s0k5h5s2yqj0r70cpklqeqjavrvg is the Vin Diesel of Bitcoin (he always seems to be moving in slow motion like he needs an explosion or something happening behind him).

It’s a complicated answer. nostr:npub1atn7mlwt08erz4ap47gef92xfey65a4z9ed9vec53u5kc9v94pusl6h4x3 can give you the 4 hour dissertation.