Over the next couple of weeks, I’d like to try to start doing group live streams on my channel, similar to Twitter Spaces (but with video) and Macromind discussions (a la nostr:nprofile1qqsg2zqd8wkhpnxu6lm5c2dyfa2mhpwte57apjae2ldp6g2mmwf3ypqce0wa2 ).

We could talk about anything, but I’d favor #macro, #Bitcoin, #investing, finance, fund management, etc.

If you know of guests you’d like to hear from for these casual, yet informative discussions, please tag them below.

The live stream format (on both @zap.stream and YouTube) would allow for real-time questions from listeners.

🎉🎉

Today is the 11th birthday of Vailshire Partners LP hedge fund.

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It’s wild how much it has changed over the past 11 years.

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It began as a value-oriented healthcare and technology fund.

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After approximately five years of a suboptimal performance, I started to grok Bitcoin.

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And the rest is history.

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Here’s to the next 11 years!

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A problem with most pets is you outlive them. Dogs, cats, etc.

The problem with parrots is if you don’t plan right, they outlive you.

When I was little, like 9 years old, my main dream was to have parrots. I pushed my father to get them, and he did. And I took great care of them for a decade. I kept their cages open so they could go inside or outside as they pleased. I pet them, played with them, etc.

And then I went to college. My father got a new girlfriend, and they got a cat, which they named fucking Paris Hilton (girlfriend’s idea).

And it was a Bengal cat. An aggressive, energetic type. Paris was actually really cool on her own, but not with the parrots. You have to be careful with cats and parrots standing atop open cages. The parrots are happy to say hi and the cat is happy to play a predator. Can’t have that.

So my father started to lock the parrots in their cages. The macaw became noticeable unhappy first. The amazon was stoic for longer. But I was like “I’m in college, and then I’m going to live in a small apartment, and they can’t stay here or anywhere.”

So I did a ton of research and found them new homes that had the expertise to take care of them. Parrots are often snappy toward people they don’t know, and both of these parrots would bite people other than me. So they needed a lot of resocialization.

I loved them so much, but I would be so careful to advise parrots as pets unless one was *really* equipped to have them.

nostr:note1sthuw0v8uvnudldcv8g06mv3y9ukntda8jv763uaqrt4uw7cxplqqlryvs

The path has been chosen...

🤡 🌎

1. Over-exuberance on government hope, as if this time is different

2. Reality check hits: It’s not different, we have liquidity problems, the dollar is too strong… DUMP IT. (we’re probably here now)

3. Stack the dip while everyone feels emotional, rekt, betrayed, and confused.

4. Bitcoin rips to $250k+ because it’s the best expression of currency debasement. The dollar has to weaken, inflation is coming, and nothing stops this train.

Reminder: Bitcoin didn’t close above $2,500 until June 2017. The all time high that year was $20k.

History rhymes. Anyways, I’m back to work. Stay focused! 🫡

GM AND MERRY CHRISTMAS #NOSTR FAMILY! ☕️

I’M THANKFUL FOR EACH OF YOU WHO IS READING THIS.

GM.

Take life by the horns today.

Also, don’t skip leg day.