is golf low time preference or a shitcoin? stack sats, eat ribeyes, and play golf?

can’t tell. dont hate it honestly

$MSTR Convertible Notes - Conversion Eligibility Watch

And there you have it. Every single bond with the exception of the latest issued 2029 is now eligible for early conversion by the bond holders. This represents $4,263,750,000 in bonds eligible to convert and 24,694,649 shares (at current prices a potential boost of $9.3B in market cap).

No, this does not mean there is some massive sell pressure coming to the market imminently. These bonds are all in very different positions, so not all of them would be incentivized to convert early right at this moment.

Even if they were to convert early, it is likely that by the time it happens most of the selling would have been done along the way when the convertible arb shops put their shorts on (ultimately fully hedging out the equity risk) and receiving the shares would simply net out their short positions and be largely market neutral (convertible arbs have typically been ~80% of the holders of these bonds). So don't buy in to the fear about some massive market dumping of shares coming, it's just not reality.

What will I post about now? Nasdaq 100 tracking, done. Early Conversions, done. I guess I may be quiet for a bit 🤣

2027 Notes ($1.05B / 7,330,050 Shares)

Holder Early Conversion Eligible ✅

MSTR Cash Redemption Eligible ✅

2028 Notes ($1.01B / 5,513,489 Shares)

Holder Early Conversion Eligible ✅

MSTR Cash Redemption Eligible ❌

2030 Notes ($800M / 5,341,600 Shares)

Holder Early Conversion Eligible ✅

MSTR Cash Redemption Eligible ❌

2031 Notes ($603.75M / 2,594,310 Shares)

Holder Early Conversion Eligible ✅

MSTR Cash Redemption Eligible ❌

2032 Notes ($800M / 3,915,200 Shares)

Holder Early Conversion Eligible ✅

MSTR Cash Redemption Eligible ❌

Reminder: This is only tracking bonds in the early conversion eligibility countdown window. There is no obligation for the bond holders to convert or for MSTR to redeem for cash (2027 are the only notes eligible for cash redemption).

Always focus on your strengths. I have many many weaknesses, but I don’t spend any time ruminating on them. I just work around them.

My strengths are effortless and come natural to me. I suspect it is much the same for you.

Also always remember that ideas are worth nothing and execution is worth everything.

Figure out how you can execute using your strengths.

An expression I am very fond of and have thought about many times over the years is “do what you can, where you are, with what you have available to you”

Basically good execution is about doing the realistic things in front of you to the best of your ability. Not about reaching some lofty height.

Watch Michael Jordan, Kobe Bryant, LeBron etc… every single moment of the game is important to them and they go from moment to moment executing each opportunity to the best of their ability.

Idk who needs to hear this, but you can just change your life.

You can move to a new area.

You can meet new people.

You can make different decisions.

You can stop being lazy.

You can start putting yourself out there.

You can get comfortable with failure.

Comfortable with growth.

You can start to see yourself differently

You can tell yourself a different story about who you are in the world.

You can do it today.

Right now.

In this moment.

You can just be a new person.

You’re under no obligation to be the person you were 10 minutes ago.

You can have a new life.

Running nostr

Keep going

When I was 18, I was severely depressed. With good reason. I’d fucked up high school. Drugs and drinking had a hold on me. My grades were shit. My friends were addicts. My mother, a schizophrenic, was having a serious year-long episode. She was institutionalized. Wrapped her car around a telephone pole. Almost died. The cops were at our house a lot. My father was dead inside. Burnt out, and numb. Numb. There was severe emotional neglect and chaos throughout my childhood. I had no hope for the future. Completely lost, purposeless, and drifting. Purposeless. Drifting. I wasn’t fully suicidal. Like there weren’t any plans in place, but I thought about it a lot. A voice in the back of my mind told me there had to be a way out. I know now that it was god speaking to me.

I listened to that voice. I stopped doing drugs. I drank less. I began to hike every day in the mountains by myself. The sun, the air, the solitude. I loaded up an old iPod. I listened to the Beatles, a lot of classical music, and audiobooks. I didn’t hang out with my friends anymore. I just hiked every day by myself. I got a shitty fast-food job. I used to stay late to clean and just think about my life. I enjoyed the structure. Soon, they made me the assistant manager. I was the only one who was dependable, I guess. I went to community college. I actually applied myself for the first time ever. I got straight A’s. I hooked up with a lot of girls, that was helpful for my mood and self-esteem. I used my grades to get into a good college. I wanted to get across the country. To get away from it all. I went to Chicago.

College was fun. There were lots of girls, lots of parties. I was in film school and actually interested in what I was learning. Everything was amazing. My family is from rural Illinois. I used to visit my grandfather on the weekends sometimes. He was one of my favorite people. In the winter, he got sick. We found out he had leukemia. I got depressed again. I stopped going to college. I spent a lot of time out in the country. It felt more important to be with him as he died. I was there when he passed.

I came home for the summer. The great financial crisis was going on. My friend got one of those Obama new home buyer loans, so we spent the summer having parties and playing beer pong in his garage. One night, the girl I was going to marry walked in. I knew it right away. I didn’t feel like going back to Chicago. So I stayed and went to state school. I started dating the girl that would one day become my wife. I still was partying too much. Binge drinking. I couldn’t escape the feeling I was wasting my potential. Fucked around and did DMT one day. Blast off. Full-on cosmic panic attack. The overarching message: “Your time here on Earth is temporary. So get to work.”

Fuck, okay. So I got serious about my life… again, and I changed everything… again. I had been lazy and unmotivated. I began to focus intently on my craft. I attended every lecture. I made connections. I worked on everyone’s sets. I won the school film festival. I started a production company with a friend while still in school. It took off. We were making good money. We dropped out and did the business full time. I asked the girl to marry me. She said yes.

I found Bitcoin. I took all the profits from the business and put it into Bitcoin. I convinced my fiancé to put her salary into Bitcoin too. We were frugal to the point of being weirdos. We bought a little condo, and we got married. Bitcoin went up like crazy. We had a kid. Bitcoin went down like crazy. My father got sick. We took care of him when he died. I assumed responsibility for my mother. We had another kid. My wife’s parents got divorced, and my mother-in-law was left penniless. I assumed responsibility for her as well. My mother had another multi-year schizophrenic episode. Cops, hospitals, chaos. Then she got cancer. We had another kid. After a short battle with cancer, my mother died.

Then Bitcoin crashed 80% again. We had our fourth kid. For the first time in a long time, nothing happened. It was quiet. Bitcoin steadily rose. I spent time with the kids. There was no chaos. Just peace.

When Bitcoin hit 100k. I took a look around at my loving wife, our warm home decorated for Christmas, my four beautiful children, and I felt that it had all been worth it.

Whatever you’re going through…

Keep going.

my nostriches, it's been an absolute fun evening. we created memes. we posted GIFs. we created shitposts. we shared laughs. most importantly, we sent a little bit of freedom to one another without having to ask anyone for permission. keep zapping. you all deserved this. im head to bed. goodnight and wabi sabi, nostr.

Family over Fiat

After years in academic medicine, I’m closing one chapter and starting another. My work has been deeply meaningful—caring for the sickest patients and tackling the toughest cases. But it came at a cost. I’ve missed milestones and moments with my family—dinners, bedtimes, and the simple joys that add up to a lifetime of memories.

I’ve made the decision to step into a new role as an anesthesiologist at a practice that offers an incredible amount of balance. It’s a rare opportunity to continue doing the work I love while also gaining the time and space to focus on what matters most: making memories with my wife and kids and exploring other passions such as mission work.

One reason I’m able to make this choice is because of Bitcoin. It’s not just the best savings technology that exists—it’s also a mindset. Bitcoin has taught me to think with a low time preference, to value what truly matters in the long run: family, time, and the things fiat can’t buy.

I’m grateful for the lessons learned in my career and the new opportunities ahead. Most of all, to building a future that prioritizes what really counts.