I definitely lost the plot and my way back to nostr. Glad to be back, thanks for sharing
I got distracted and neglected NOSTR. Please forgive me.
Happy to be back
Sharing my primer on $XXI/$CEP
https://docs.google.com/document/d/1JW4I1Wz_DAzvqpQTMx7e4BkZ9dWsYH_5/edit
$XXI / $CEP: What happens when the market trades float, not fundamentals?
This is a live case study in SPAC reflexivity raised to the power of BTC. Today, CEP was trading 3–4× its fully diluted NAV — before the S-4 has even dropped.
We’re watching a float illusion play out in real time.
Scarcity + speculation + Bitcoin proxy demand = mania conditions.
The thesis evolves as the tape teaches.
The exit plan matters more than the entry thesis.
PDF summary below. Use it. Don’t become the bag.
Never Financial Advice. Educational and Informative Use Only.
#XXI #CEP #SPAC #FloatMath #Bitcoin #BTCtreasury #NAVpremium
Be careful. Dilution is coming. Can ride the mania wave for now but it’s not going up forever
Be present. Know God. Do good. Keep going.
#familyvalues
I zap things I feel were informative and I wouldn’t have seen otherwise. Reposts get a heart. Value gets zaps.
Problem is, when first joining and holding strictly this view, I zap more than I get zapped while I build a following. 😂
Awesome pod, really enjoy you doing this “from scratch” live with us and showing us the process of making a livestream. Things don’t have to be perfect to provide value.
I still mine fiat in the healthcare arena so especially early in this podcast I may not make all of them live.
I have a general thesis on energy I wanted your take on next episode. The simplest take is that renewables (wind/solar) were a noble experiment but don’t work big scale for long term. Like you mentioned, it can be a great way to be more self sustainable for an individual. Maximizing efficiency or oil/LNG is the bridge to nuclear in my opinion.
Similar to bitcoin being a near perfect money, I see nuclear power as the answer for energy that people aren’t ready to accept and won’t accept willingly. People will fight it until they realize their power bill trends towards zero.
I think bitcoin is a long bet on all efficient energy moving into the future so if I wanted to invest long in efficient energy, bitcoin is the answer and I could stop there.
I also think nuclear energy is an investable thesis because it will be so much more efficient once it gets going and it’s currently so “hated” that people are going to be so late to the party on it once it starts.
Do you have any investing insight into nuclear? I personally have a small percentage of my otherwise BTC/MSTR dominated portfolio in NUKZ etf just to diversify into the “theme” while the political/economic picture clears a little bit to see who emerges with an edge.
You don’t have to comment on that portfolio but my question is: how do you balance your investments with what you personally believe should be a winner versus what the society/market makes a winner. One side of coin sees my view on nuclear as a significant edge/alpha to establsh conviction early and ride it out on a longer time horizon. The other side of me says, you can believe in the benefit to society all you want but investing in it as an individual doesn’t make the outcome more likely.
This post got much longer than anticipated and I hope you don’t read it all on next live but if you could address some aspect of it on next show I’ll be watching or rewatching. Zapping you anyway for making it this far.
Thanks Doc
Is anyone working on banning wrenches?
Great episode. I know this pod is “for millennials” but I want to thank you Bram for being a key player in orange pilling my dad who is solidly a “boomer”
I cannot imagine reading this when it was released and then living through the events since 2000. It’s wild enough reading it to interpret the last 25 years of American history.
Afternoon reading. Can’t really call it light.
The Fourth Turning: an American Prophecy;
By William Strauss & Neil Howe
I’ll nest some key quotes/ideas I find interesting. more for my own repository but if you find something equally interesting, let’s talk about it!
nostr:nprofile1qqs2zqnq524z7zfdsh3vpwpwjh4vt7xxp6sec68y3xr3ndvve23ru0sucudy7 idk by it didn’t link in the note
Good Afternoon Nostr
Block height courtesy of:
@THEBULLISHBITCOINER #bullishapps
If the establishment was honestly trying to win with the ultimate winning technology and free market this is what they would do. The problem is the urge to line their own pockets with whatever transition is just too great. I wish the above would happen but I don’t think “they” would allow it
If you saw politicians start stacking iBIT maybe it gains more traction?
Bootstrapping #askdocstr
I’m a licensed US based anesthesiologist. If I can provide value to you as you get ready for an upcoming procedure, please reach out!
Modern anesthesia has become extremely safe due to advances in medications and most importantly continuous monitoring.
Anesthesia in the US is somewhat of a just-in-time model. We get notified last about the surgery schedule so unfortunately don’t usually get to meet you, the patient, before the immediate preoperative area. If I can provide any reassurance or answer specific questions I would be happy to help.
#VFV #docstr #askdocstr #anesthesia
nostr:npub1e86g54jj76spnjlyx272e65hlrl2jup4jr6xcx9xpr22vg6pztfqgr5ump
To find your U.S. House Representative:
https://www.house.gov/representatives/find-your-representative
To find your U.S. Senators:
If you’re reading this, write your representative and senators to investigate Ripple/XRP and their corporate greed and lobbying efforts against SBR and freedom for the American people. Their grift on the freedom that bitcoin can bring is not welcome here. At least make someone in their office read your opinion on the issue. Use grok, chatgpt whatever. It takes 5 mins.