In 2022, I told a hardcore liberal Canadian I worked with that we should consider Canada’s ESG “policies” through a lens that Trudeau would be ousted in a couple of years and Pierre Poilievre would be in position to replace him. He acted as if I was insane and just laughed me off with, “no, that will NEVER happen.”

Needless to say that company made some very aggressive ESG-related moves in the last 2 years…

If I feel “good” I’ll do a strenuous walk … but water/salt fasts longer than 48 hours are no joke (at least for me) … I don’t push my body beyond the fasting.

https://youtu.be/dJUrK1ghZic nostr:note1ckjy5pd2zys9aclwjjym4yllay0mmx03lxzfe9pq7m6tt2j496zs4ceu6z

I’m bullish that -eventually - nation states will be FORCED to spend or earn their bitcoin because of POW … Bitcoin is going to bend them into being high-end service providers or bankrupt. And they don’t even know it yet.

Freedom! nostr:note1jkjwdmhk0v0jl448rnz8r20ufrjh3savce8umxy5try9uum9kr5qvd9emq

This resonates a ton for me right now … I made more money than I ever could working a fiat job last year. This year could be even better from a wealth perspective. And I woke my kid up every morning with a smile on my face and love in my heart. nostr:note1r4958gaw5xwvkhgka80autglnxmpx2xuc9uaweyx8l8lfjf3umesyr0lcv

Trading hours in Dubai have started…

That changes the cost angle … but the potential of open source developers to be even better than closed source products in certain specific applications is going to be interesting to watch.

For example, I just don’t think ChatGPT wins, at the end of the day. They are trying to try the Microsoft model — target mass corporate adoption. I could be wrong but I think high(er) interest rates break the scaling trend we’ve seen in large corporate products and require that companies pursue the best products not the most convenient for middle managers.

100% agree on bitcoin.

But - a contrarian view - the current bullish view of AI’s impact is overconfident. The constant energy cost of processing to “learn” will keep the industry from being profitable like other technology products that benefited from compounding network effects. Also, there are open source competitors that will drive profits down.

When’s the next rip up?

Over / Under Jan 21

Rowing with the Fitness+ app is a game changer! nostr:note150dy7z4c7phzp6lun6jct6lu6gu2ltnxuprhw44jrwrm524sf06qw46skp

That’s gonna be the cope for the normies this cycle…

“Well if Trump didn’t support bitcoin it would have failed.”

Normies NGMI … they’ll HFSP nostr:note1pp7dxjry268jctvymchjpsylg4guatr7mn0x3mj002uxc2q0pxdqt332h4

No

Since bitcoin is accessible to everyone, globally, it will be the benchmark for every investment (alternative capital allocation). MSTR is just a shitcoin with idiosyncratic risk. Some people will want that risk BUT it should be compared to bitcoin. And all other companies will come up with some other risk allocation that is differentiated from bitcoin in its return, return type (i.e. appreciation vs. dividends), timeline of return, and volatility.

4-year HODL, 50% CAGR realized via appreciation, 3-5% volatility is the benchmark.

Let’s at least get to nostr:npub1k7vkcxp7qdkly7qzj3dcpw7u3v9lt9cmvcs6s6ln26wrxggh7p7su3c04l $475k this cycle … my life changes forever at that level from a stress perspective. Then I just hodl on … through every 4 year cycle until hyperbitcoinization.

At $250k (ish) there are still some stresses I could see during the next bear.

Because there is a market for dividends.

Works great unless you’re expecting to be contacted 😂 then turn it off for a bit.

Jesus Christ is God … that’s the difference.

If NGU it will be used as money. The biggest threat the states/corporations bring is the ability to fractional reserve bank bitcoin which will keep the price suppressed.

Let’s run it again … 39.42T

When it comes time the 3rd & 4th seasons are the best.