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Notes by telluride | export

 Only a Full degen would have MSTX / MSTU on there.

Good on you
🤣🫣😬
🍻 
 it feels like its time to watch Firefly again. 
 13 hours of bliss… 
 Thats pretty cool.  The melty plastic taste is better than dysentery 
🍻🧡👊🏻 
 No i just meant the taste. Ha 
 $MSTR is the only trade in the world that is simultaneously long global carry and short global ca... 
 “Suck and blow” as @fossgregfoss  would say. 
 Bitcoiners love to over-analyze 

Why is MSTR ripping higher than bitcoin?

CONVENIENCE. 
 Yup. 
Not everyone can buy ibit or BTC directly.
No fees to own and it rips and dips twice as hard so the gamblers love it. 
 Awesome! 
Listening now.  Im strict carnivore so Im curious.
🍻🧡👊🏻🥩 
 What’s better than bitcoin pumping? 

MSTR pumping even harder of course 
 Try #MSTX… dayum 
 Trading #bitcoin and $MSTR is for the lesser intelligent. 
 I Dont trade btc.  No-one should.

…No comment on my behavior regarding mstr (or mstx🫣) 
 This is the way 
 MSTR has been even more bullish than usual. Wonder if there is something not yet publicly announc... 
 Suspect that its front runners filling their bags before mstr gets added to sp500.  
—Speculation but @PunterJeff has a great pod covering this. Quant Bros episode 3 
 Performance since January 10th, 2024 — the day Bitcoin US ETFs began trading:

272% - MSTR
35% ... 
 Honestly the only risk with #MSTR is if btc hits a 20-30% drawdown, microstrategy will Suffer 2-3X.  Some folks cant hang with that kind of beta.

Me? Im a degenerate and I love it. 
 Months and months ago... I see the worlds best HF manager buy MSTR options, I think: "I've got an... 
 @DrJeff  definitely had an influence on my mstr habit. 
Dumped grayscale thank god. 
 Even the shitcoiners are buying MSTR now 
 Better bet without question.
🧡🍻👊🏻 
 60/40 portfolio 👎
80/20 btc/mstr 👍
times are changing.
nothing is gonna stop this train. 
 Damn.  Love it.
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 MSTR = Trojan horse. 
 MSTR is not a buy and hold.  
BTC is buy and hold. 
 #MSTR 
All time high today. 

I wish I knew if this move today was a front run by some people that know something that I don’t know…

🍻🧡👊🏻🥩 
 I watch virtually zero television but I binge watched Tulsa King season 1 during a flight yesterday and I gotta say it’s pretty solid television.  

Happy Friday!

🍻🧡👊🏻🥩 
 If MSTR gets included in the sp500 its gonna be nuts.
If anyone thinks this is unlikely, listen to Episode 3 Quant Bros. They give a meticulous breakdown of the likelihood.
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 The fact the Bernstein Private Wealth is even talking to Saylor imo is HUGE. 
I have a family member that still works for them, and this news BLEW
HER
MIND.
🍻🧡👊🏻 
 #CrypticPosts

200 to 1000 
 Yeah baby. 
🍻🧡👊🏻 
 Lfg
🍻🧡👊🏻 
 When it 10x again
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 Behind us forever Laura 
 Someone explain MSTR and how it's valuation is so detached from ETFs, let alone BTC, please.  Lik... 
 Listen to Quant Bros episode 3
@PunterJeff does a really exceptional explanation on the valuation. 
 UPDATE: Bullish. 🐂 
 Lfg
🍻🧡👊🏻 
 Free BTC stickers. 

I sent then to my work address for obvious OPSEC but free to spread the good word. 

nostr:note1gl8ylj378l35v6lvn8f0sa6nuc0lshdnlgqgs5qqm2u2mcg7f54qvxlk3k 
 So everyone flipped bullish again on #Bitcoin. Get your emotions together. 
 How about MSTX?? 
🤣🫣😬 
 “The company trades at a 50% premium, with more volatility and ARR, we can build a company that... 
 Are you in mstr and btc or just one? 
 He has such a great way of communicating.  Huge fan of St Onge
🍻🧡👊🏻🥩 
 PSA: you should never write the word “millisatoshis”.  12msats is 0.012 satoshis 
 TIL:

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https://m.primal.net/LSVy.png 
 Most people compare millionaires and billionaires like they’re the same thing.
Our minds struggle with large numbers that aren’t relevant.  The number of pine needles on a tree, the quantity of sand particles on a beach etc. 

To put this in perspective, roughly ~11.5 days is 1 million seconds.

A billion seconds is ~31.7 years

A Trillion seconds is ~31,700 years. 

The US debt increased by a trillion dollars in the first 100 days of this year yet there’s no money for FEMA. 

Think about that for a minute. 
 When did I give all these political campaigns to send me countless text messages? 
 Omg same. 
 USA 🇺🇸: "Support from Black men for Trump is unacceptable," declares Barack Obama.

Barack ... 
 Obama pretending he’s a regular black man cracks me up.  
The guy has made hundreds of millions on DNC corruption. Kamala intends to do the same. It late stage capitalism.  Loot the system before its gone.
History repeats over and over. 
 Hey HODL,  nostr:npub1rtlqca8r6auyaw5n5h3l5422dm4sry5dzfee4696fqe8s6qgudks7djtfs

Is there a ciru... 
 MSTR isn’t a longterm hold imo.
Im bullish af atm  but I stand by my statement. 
 Another visual representation that really helped me. 
🍻🧡👊🏻🥩
https://m.primal.net/LRKX.jpg 
 Global warming is nonsense.  

It doesn’t take a lot of research to realize it.  I think the reason it has so much life is just because people recognize how destructive we humans are on the environment around us.  Were polluting the fuck out of it. 
The narrative takes on a life of its own for the wrong reasons.
Just my 21 sats
🍻🧡👊🏻

Steven E. Koonan on Rogan a couple years back shed some really interesting light on this subject for anyone interested.  Its a worth while listen.

https://open.spotify.com/episode/76RdMG5Tne7H9jaP7mhkdk 
 You and I are in 100% agreement on that. 
 Kisin not liking Bitcoin because he thinks it’s a scam is really all you need to know about him. 
 This kind of statement is called a Logical fallacy.  

Dismissing someone out of hand because of a single opinion he has is absurd. Kisin gets things right and he gets things wrong.  

You and I probably agree he’s wrong on bitcoin, but he’s a good dude.  
He has flaws, as we all do. 
🍻🧡👊🏻 
 Okay, ill bite. 
Your example is super polarizing but my point still stands. 
If you discovered that Albert Einstein or Stephen Hawking was a pedo, you’d be disgusted but it wouldn’t undermine their contributions to science.
One has nothing do with the other.
My only point. 
Normally I wouldn’t have bothered to reply at all but my hope here, is to enlighten a fellow bitcoiner.
🍻🧡👊🏻 
 Kissin has plenty of valid ideas but
His take on bitcoin is incorrect. 
 Doing your part means supporting these alternatives and ignoring the legacy media.  Creating a parallel economy is the only way out. 

-Think about that every time you watch a YouTube video or go to a Disney film. 
🍻🧡👊🏻 
 Who else has heard of Doomberg the green talking chicken? lol 
 Hes a smart guy.  His pod with Peter McCormack was amazing.  Usually the fiat guys piss me off but he’s right on soooo much.  Just not bitcoin.  In time he will.  He’s got the right instincts. 
 My kind of breakfast!
🍻🧡👊🏻🥩 
 Dude. You are not Jack Dorsey. Please quit your non-legit $%!+
because it tricks #plebs who may n... 
 Yep.  Just use your brain.  Easy to spot them. 
Lyn doesnt send dms like that
No followers, etc🙄
-Just ignore, mute, report and move on. 
 GM ☀️

rest today

black coffee 
 ☕️🧡👊🏻 
 #asknostr

**Have you had experience when you consume carbs eg pasta, you feel bloated?**

Or is ... 
 Totally agree.  Couple thoughts. Totally anecdotal with our family. 

Keto wasn’t sustainable for me long term and impossible to implement at a family level.   
When we just made large portions of protein available, we all found that we weren’t longing for more food as often. As a family we’re down to two meals a day mainly because no-one is hungry for more.
Things like a big slab of meat and a side of broccoli or asparagus.  Nothing starchy.  We don’t skimp on butter, gravies/sauces or salt so everything is really tasty. 
 I've tried pretty much every form of milk over the years for my protein smoothies and eventually ... 
 Coincidentally, Rogan has a great episode on this exact topic.  
Listen to 15min and if you’re not at least curious what they’re talking about, nothing will change your mind.

https://open.spotify.com/episode/14XV2p3zAYVWPt7F2hpP9Z?si=2PNAFM-aRVGmlhU2e59CJw&context=spotify%3Ashow%3A4rOoJ6Egrf8K2IrywzwOMk&t=651