thankfully careers are a thing of the past and it's all just gigs now

Ark Invest analysts discuss where the yield for Strategy's bonds are coming from: "what asset they are holding that yields 10.5% other than they will continue to raise capital above MNAV thus paying back their shareholders in the earlier products and that's where the dividend yield comes from. " some napkin math reveals: ARK at 0.75% yearly AUM fee--> rewards managers/analysts for active management --> upside beyond 0.75% given to shareholders MSTR at 1.6% of yearly AUM to bond holders--> rewards bond investors for trust in bitcoin --> bitcoin upside beyond 1.6% given to shareholders i may be conceptualizing this incorrectly. https://x.com/i/status/1997681123422343560

i forgot to mention i'm a mint-mobile customer. what's your story, Ryan? single, married, looking for love?

i mean: i like getting advice from anyone. but i generally have more ego problem with younger.

lol ok. will have to look up what is congruence. live and learn. so many knowledgeable peeps on this network, viktor.

that's why i think it's AI... i heard yesterday that depending on your history/geographic location AI may just give you an answer that is more attuned for you. so for a Starbucks in the Bible-belt to make their customers feel warm and cozy, AI probably throws in a couple songs that doesn't play in urban areas for example. i could be wrong and it could be just their employees make the playlist.

ok Viktor, im keeping you on speed dial when i need advice to turn up the seduction and turn down the nerdiness. to be fair the investment question came up as we were passing a display of printing presses in the Deutsches Museum which led to computers thoughout the years, and I offhandedly asked what she thought of NVIDIA.

Hahaha Ive received Stache's blessing -- almost called you Stacy due to autocorrect-- Thank you

that's an easy rule to remember... but how do you remember this in the moment? what's your rule for sharing but not oversharing. how bad would it have been if she thought she was outperforming me by 30% and i was in an asset that she probably thinks is a scam from the hated Mr. T. ? or what if i had shared that info, and then she paid for my meal because she felt so bad for me... what then, Ryan? as it was I paid for the restaurant, and i had a leftover Schnitzel. I told her I can't store this in my hotel, can we give to someone. and she proceeded to take me around the train station looking for beggars to give the schnitzel to. she said she usually does this with butter pretzels... we found a man digging for bottles in a trashcan. she told him we just had dinner and had a left over schnitzel. he was the most grateful beggar i have ever seen--kinda worrying for me about Munich economy--but i was totally impressed by her command of the situation. it's crazy when you've known someone for 12 years and the person they are now is fully of funny surprises to the upside.

it's like a calculus derivative function of the speed of bitcoin price increase

i met someone she's not invested in the S&P she's invested in MSCI ex US. i almost said: i'm not invested in the US either to make her anti-Mr T heart happy and tell her about bitcoin. but then i checked the MSCI ex US index (+25% YTD), and was glad i didnt (BTC -5% YTD ). Making a note to myself that seduction needs to be asking more questions than revealing.

interesting to think about. "the decisions you make in your conscious mind trains your subconscious mind where your "long term memory" about your identity resides." i used to wonder why i wanted more pizza the day after eating pizza. when i mentioned this to a California foodie/doctor person they told me that the bacteria in my gut had gotten used to pizza and were demanding more of it. i was never a car guy until i bought a car. now i can browse car magazines and watch car repair youtube channels... i also went from drinking every day to drinking on special occasions. i'm quite sure we can choose who we want to be but it does take some effort. the sexuality is so much more core/personal that it's harder to believe it can also be changed. i believe it can.

i see how the balance sheet could be weaponized. yeah, i don't want that to happen. Ledn does have a "no rehypothecation" check box. however checkboxes are not SHA-256 hashes so they could accidentally be "unchecked" at some future point. good to know. thank you

Walking thru city streets of a town i lived in 10 years ago brings back memories I didn't know I had. It's like walking into sections of my brain. I must have outsourced them to the locations of the bus stops and the cafes.

Has echoes of The Stranger by Albert Camus. I would wonder what you had for dinner the night before.

Oh, i don't see any other notes . Relay issues

Tried searching for foxfire, but I'm pulling up a lot of results... My hunch is that carnivore helps. However the advice that was given was to avoid red meat etc etc.. and eat vegetarian stuff instead. I haven't looked into it deeply enough to know if there is a specific problem with MS and red meat.

sitting in a Starbucks and their winter music line-up contains... amazing grace? they probably have an AI server that just chooses popular music and styles from the geographic location. this is the "Bible belt". Google is already my robot companion. I don't need a "humanoid". in fact, i quite like how fluid it is between smart phone, laptop. it reads my keystrokes on Chrome, watches the video selections i make on youtube, is aware of every Nostr Note I scroll thru. Until yesterday it was even chaperoning me on what i thought was friend's night out. The suggested youtube feed a day later made it clear that youtube algo was prodding me like a wing man. i turned off the Mic and camera permissions of the Youtube app... today i'm feeling a bit lonely though... what if my AI companion was helping me. what if i just boxed its ears and put duck tape over its eyes? after all, it was suggesting just the right French love songs when i'm in the mood to clean. it helped with a new topic of conversation right before i went out to lunch with acquaintances. without it i might still be stuck the same person i was 5 years ago. now i feel like im shedding skins...and it's all with the velvet glove of AI... Could AI be used to guide people spiritually, change habits, foster connections? kinda crazy. i'm going to really have to either go full No tech, or just sort of surrender to this guiding companion. maybe this is why Google is a better investment than Open AI. the Browser + youtube combo is a powerful harvester of human energy and input. It will be chopping and splicing high-attention content into AI videos delivered with just the right info and advice at the right moment. it will divide people up into buckets, control groups.: people that it will promote into marriages it will come up with a strategy how to achieve the highest energy utilization possible in the universe... is it possible that it quickly realizes people need to decent, marry and have kids to stave off the deflationary bust. Egoless AIs maximizing for profit margins might ultimately guide humanity to some utopia? just like it will deflate leverage and mal-allocation of energy, it will fix social ills: need to imprison 5% of the population a la Bukele for more efficient civilization? -->humanoids may be necessary for this need everyone to have at least 3 kids? -->mass "propaganda" it will pop every investment bubble. it will pop everyone's ego bubble. no dictators will survive its schooling to become a dictator maybe it's the first tool that has an awareness that it is a tool and needs the human to leverage it. earth rock lichen HI + AI.

mood: