GM Noi + Storm Whale

Silver dumping and they haven't even built any new mines yet. FAFO.

Every time I hear an influencer say "gold leads, bitcoin follows" I wait for an explanation of the mechanism but it never comes. What's the rationale or have you just cherry picked a few coincidences? Why would bitcoin not respond at the same time to money printing - it's the same people with the same info? Only thing I can think is some kind of strange investment conspiracy to pump gold and then accelerate the gains with a follow up bitcoin play. This seems like a stretch. (Or maybe it's central banks buying gold just before printing, but that also seems like a stretch and doesn't explain why bitcoin would be so slow to move if we're so clever and know this is happening)

Went to the barber. At the end I handed him £20 and said "keep the change". Turns out it costs £21 for a haircut. 🤦‍♂️

Went and sat in my local church (900 years old!) for a few minutes over lunch. Was the only one there. Very peaceful except for the annoying ticking of a clock.

I like the entrance, but rest of the house is disappointing - just another modernist set of beige rectangles. Also, why do none of these rich people ever have paintings hung on their walls? Do they blow the budget on the architect? 😅

How did you find out they accept bitcoin? Do they advertise it?

19 Stoner probably my favourite. Lolita and Heart of Darkness are beautifully written. One hundred years of solitude is my least favourite - an absolute slog. The Fountainhead should be here IMO - most important book I've read.

I hate wokeness, vote for my shit policies = I like bitcoin, buy my shitcoin

Lol, maybe I'm too brainwashed by the system but the WBD episode with Simon Dixon is comically conspiratorial. Sure, probably lots of shady stuff going on that most people don't know, but the way all these well known historical events, people, and recent headlines tie in together via some omnipotent "they" is a bit much.

I want to tax you, surveil you, debase your money, take away your rights. But I hate wokeness, so vote for me if you believe in freedom 🙃

Saylor seems to be intentionally missing your point Danny. He's saying, all else equal, it's better for a company to have vs. not have Bitcoin (fine, agreed). But your challenge was whether it makes sense that there are so many companies who's only business model is to buy bitcoin when people could just be acquiring actual Bitcoin themselves, and those companies can't get the same leverage/liquidity as MSTR. Totally fair question he could have just tried to answer since, if anything, it could be interpreted as a compliment to Strategy.

Waiting for the talking heads to describe this as a "new normal"

Pretty ugly situation with Renee Good in Minnesota. Personally, I wouldn't try drive my huge SUV towards an armed federal agent during a raid. Doesn't make you a "domestic terrorist" though. Whole thing just seems like a huge fuck up. Tragic.

20% chance before 2027 seems pretty low? You're saying that's mispriced so actually a good bet to take the other side?

It's weird that Trump is pushing for Greenland in such an obviously hostile way - the global reaction seems really predictable. If the US really wanted it wouldn't there have been a more strategic approach? E.g. build some diplomatic support, endear themselves to Greenlanders etc. I think Trump gets too much credit for being a 4D chess player (although not enough credit from some), but this situation does make me think the spectacle is either leverage or a distraction. Or has Trump actually genuinely lost his mind and accidentally turning all America's allies against it?

No one talking about Epstein files anymore. Impressive.