Oddbean new post about | logout

Notes by telluride | export

 America and UK are now 100% at War with Russia. Really dumb. I hope Trump and Putin are actually ... 
 Propaganda during wartime goes up a notch (or 10x)
I was listening to Tom Luango (Gold, Goats, Guns Pod) on this topic and there are many that think this is just a desperate cash grab laundering opp on the way out.

Putin fckn sees what’s happening with this mf on his last 6 weeks of office.  He’s not going to escalate IMO
👊🏻🧡🍻 
 ☕️ 
 The MSM outlets have so few viewers, they are essentially captured by “advertisers”.  
You are watching in realtime, their demise do to irrelevancy.
🧡👊🏻🍻

nostr:note1qx08ssppl7jcw4l98dxshkla47xd70cs0pz3egceywdstjt38w7snh89nt 
 FOX NEws really wants to keep the Ukrainian war going, regardless of what the American voters want. 
 The MSM outlets have so few viewers, they are essentially captured by “advertisers”.  
You are watching in realtime, their demise do to irrelevancy.
🧡👊🏻🍻 
 I was bullshitting with some options traders just last night about this. TA analysis looks broken on this stock.

Relevant:
https://m.primal.net/McQu.jpg 
 Buying #MSTR stock means you're dependent on Saylor and #MicroStrategy   

Buying #bitcoin means ... 
 Yeah, if saylor got hit by a bus, Id be fuxxed. 
My 90/10, BTC/MSTU allocation is working atm so until that proverbial bus comes. 
Cha-ching.  Then Ill buy more bitcoin 
😎

🧡🍻👊🏻 
 Nobody should be selling BTC to buy a different investment vehicle.  
I trade #MSTR with a small fraction of my portfolio.
👊🏻🍻🧡 
 Thats like 2k worth of btc in march.
😎 
 I enjoy being underestimated. 

That’s where my edge comes from. 

This is why I act like a bro... 
 Mornin Tuvok
☕️ 
 Really interesting… I tried to connect with someone on LinkedIn to message them but I couldn’... 
 Oh dear, Jaguar gone completely woke 🤡 
 Amazing to me how these publicly traded companies get captured by activists that cost them market share. Look at #DIS stock over the last 5years… look at #BUD.
Jaguar has a largely boomer customer base and they’re thinking this bs will gain them market share?  With who?? Woke baristas that live at home?  
-Madness.
🧡👊🏻🍻 
 Man I fckn love this.  Maybe this should be my new hobby… 
 Love it.
🧡👊🏻☕️ 
 GM!

“Your fears of the consequences of a bold action are way out of proportion to reality, and in fact the consequences of timidity are worse.

Your value is lowered and you create a self-fulfilling cycle of doubt and disaster.”  —48 Laws of Power

☕️🧡👊🏻 
 GM #coffeechain ‘ers! Stay stackd and humbL sats! 
 ☕️ 
 “Primal & Moderation?”
-A brief conv I had with a retarded redditor in the Nostr subreddit.
🍻👊🏻🧡


https://m.primal.net/McGG.jpg 
 Reddit is the worst.  I only visit the Nostr sub to try and help new users.  That subreddit is pretty tame usually.
🧡👊🏻🍻 
 Just set up my Futurebit miner/node! It's downloading the entire blockchain now 💥🧡💥 LFG 
 Btw, whats the turnaround time from your live stream to Spotify?  The only way i can listen at work is Spotify atm :/

Either way, your show has replaced simply bitcoin for me.  Your show is MUCH more to the point.  
🍻👊🏻🧡 
 Love it.
🧡🍻👊🏻 
 Some of these mstr tards are getting so annoying. We get it, you like fiat bucks. 
 “Your fears of the consequences of a bold action are way out of proportion to reality, and in fact the consequences of timidity are worse.

Your value is lowered and you create a self-fulfilling cycle of doubt and disaster.”  —48 Laws of Power

🍻🧡👊🏻 
 Yeah but I’ve also watched him lose his shit over the Twitter trolls that follow and fuck with him.  
He’s a flawed human like the rest of us.
☕️🧡👊🏻 
 Perception=reality
🍻🧡👊🏻 
 The “Credit crunch” spring is building tension in the way the housing bubble was in 06-07.
👊🏻🧡🍻 
 Cheaper in fiat
More expensive in btc 
 Wonder how long it will take before we’re no longer adding it country wide 
 NEW: The NFL says it won't punish players who do Trump's signature dance as touchdown celebration... 
 Its been easy for me to give up watching sportsball. 
Go touch grass instead. 
I watched an NHL game last year that had a woke amazon commercial with a tranny and I was out.  Haven’t been back.
🧡🍻👊🏻 
 I went low carb high meat/eggs/etc. recently and it feels weird and erratic. I wonder if it'll st... 
 Takes about 10 days.  I like to go full retard strict for 10 days then ease in some complex carbs. 
 Stop coping about #MSTR

Either make peace you don't want to own it even if it goes up, or own it

nostr:note1vevjyf9w8s72dujfa3lnlkw66zy58z9h3s46ranuxaqyq44h9k8s47gnc0 
 I mostly agree.
For example, if Israel nukes Iran or some shit, I dont want MSTR exposure at all but id definitely buy the Btc dip.
…Barring a black swan event of some sort, I’m ballz deep in #MSTR.
🍻🧡👊🏻 
 Stop coping about MSTR

Either make peace you don't want to own it even if it goes up, or own it
That is all. 
 Trad-fi scrambling to learn about #Bitcoin

https://m.primal.net/MbcD.jpg 
 I legit bought an old set of encyclopedias.  My kid does a ton of home school stuff and thats how he does it.  Google/wiki is fine most times but so obviously censored on some issues that I refuse to look at it.  
All or nothing with me.
🍻👊🏻🧡 
 You can simply walk away from the modern systems of slavery.
Why don't you? 
 “Knowing is half the battle”
-GI Joe 
 Oh, we're in a #Bitcoin bull run

Just had a 45min conversation with a stranger about bitcoin at ... 
 Let me see this bracelet pls
🧐 
 As far as i know, zeroes and commas, can be added infinitely. 
 Ahh now I get the reference.  
🧡🍻👊🏻
https://m.primal.net/MbYa.jpg 
 So one vote nah. 
🍻🧡👊🏻 
 The catalyst for 100k in November is definitely here
https://m.primal.net/MbRA.jpg 
 One thing I tell noncoiners now, especially in regards to 401ks, is: 

If the savings vehicles of... 
 Needs a dash more toxic
🍻👊🏻🧡 
 Opted Into the 401k ROTH and match. 
Moved it to an exchange I manage and its 100% bitcoin. 
 I cannot imagine how stupid someone needs to be to short bitcoin after the halving and election

... 
 Day 1 options are definitely upping the likelihood that we hit 100k in 2024. 
https://m.primal.net/MbRA.jpg 
 Being 90% all in on btc makin me feel kinda gay. 
 Anybody excited for bitcoin options trading going live tomorrow? 👀
—seems like a perfect set up for a Gamma Squeeze. As people start YOLOing $IBIT call options, market makers will have to hedge by purchasing the underlying, driving up the price…
🍻👊🏻🧡 
 Not for me.  90% on my net worth is in btc.  I still have to day trade for a living and Im certainly not trading/selling any btc. Ever. 
 To be clear here I only believe MSTR is suitable for retirement accounts and I do not believe you... 
 MSTR is trading at a premium to its current NAV but at a discount to its future NAV. 
 Semler Scientific $SMLR is following the #MicroStrategy $MSTR playbook by deciding to convert its... 
 Great points.  MSTR is my only US Equity atm.  We’re in agreement there too. 
 Love this.
Good shit.
🎯