Lyn Alden

@BitPaine And as you've pointed out, STRC has sold off more than SATA (as of yesterday, today, etc), despite SATA being more levered. Thus, something there feels quite mechanical (ie someone messed up their tail risk analysis) more so than collective human judgement about it.

The new Fed chairman’s first press conference was rather hawkish. He came off as articulate and prepared, but tightly-phrased on most things (ie not giving a whole lot away) which is a style he previously foreshadowed. Bit of a hit to rate-sensitive assets, which makes sense. https://t.co/OKu6r4f77r

What if we just see the document? It’s a short diplomatic agreement that has been signed. It’s weird that it’s not available.

Depends how much you love your employer and coworkers. When I retired from my engineering management job years ago, I gave two *months* notice, not two weeks. We were a team, and I was in a rather key role. So, I made sure that things were in order and my replacement was ready. People should try to find employers that they respect and who respect them back. If employers treat workers as replaceable, they build no loyalty. In contrast, if employers think a bit longer term and build a true team, they tend to gather a lot of employee credit and win.

@BitPaine "STRC investors like big reserves and they cannot lie. You other brothers can't deny. When a company walks in with itty bitty risk and massive yields in your face, you get sprung." (is what I've heard)

Some of my favorite accounts on this app were briefly antagonistic with me but we're cool now. Social media reduces people's social filters, so they say things they wouldn't say in real life. Thus, it's good to reach out as a person and give them another chance to be cool. 👍

This is indeed the path:

Call me crazy, but I think parents should determine what their teenagers do online rather than the government. And that governments shouldn't use system-level ID checks to identify and monitor everything. It's almost as if governments are more worried about what people of all ages might say, rather than what teenagers might experience.

The best aspect of Fullmetal Alchemist imo was the idea of sacrifice. Equal exchange. Ethical conflicts. It wasn’t a power fantasy. Aside from the YA action fun aspects, it was a rather deep examination of genuinely hard tradeoffs that well-written characters had to make. And Maes Hughes. 🫡

If you denominate US GDP in gold instead of dollars, the chart is wild. https://t.co/Fi4uEsc8p5

My issue with #Bugonia (spoiler warning, stop here) is that it wasn't like you could guess the twist or not. Couldn't see it ahead of time, nor did it fully make sense afterward. Enjoyed watching it, quite a bit darker than I expected, but ultimately not something I'd rewatch.

Greece and Turkey do share the South Mediterranean with Egypt. But Egypt has the deeper South Mediterranean and also the Red Sea. Two epic coasts. Let’s hope Egypt can keep them that way. 🤞🫡

@WalterS72474549 @jameslavish Being specific helps to show reputation. I was critical of Tesla’s slow growth and more-so X’s censorship of Indian and Turkish content, as he ramped up censorship. But rarely on SpaceX. I still don’t view Musk as an ethical person. But it doesn’t matter right now.

@gloconic @jameslavish And I wasn’t wrong. Musk cucked himself to his foreign benefactors at that time. I was among his biggest critics. But I don’t dabble in feuds. I’m on the record years ago that SpaceX, aside from other stuff, is still good. It’s overvalued now, imo. But good.

@RobertodeFili11 https://t.co/MheCtPtUEs

@jameslavish And so, most fundamental investors just have to watch it. It’s overvalued, sure, but how do you short it? Just have to watch it play out. It’s about optimism of human space. Can’t short that. More Starlink satellites is great. Orbital AI databases are likely to lose money.

I grew up near the Jersey coast. Nice beaches, dark Atlantic water. Once I saw the best Egyptian beaches, warmer, clearer, great snorkeling if you want it: I couldn’t go back. https://t.co/OZKQXJ9CAq

@CipherSwapped Look at the usernames. It’s bartcobb vs bantcobb. Not the same people. @CipherSwapped Scam.

https://t.co/77B3Mj0pli

The total barrel drawdown of the strategic petroleum reserve is still way lower than 2022, but the rate of drawdown in 2 months has hit a new record.

The missing piece is that there isn’t really another burst of above-normal money supply growth yet. That’s why I have trouble seeing CPI growth taking out the 2022 high on this timeframe.

Live shot of Sara dealing with everything in the first half of Stolguard. ifyky.

@Puncher522 @Loriss65 Everyone’s all silent but I’m messing around, lol https://t.co/Di56kVexuq

If Bitcoin can’t survive. it should die.

@Loriss65 I’ll pay you a hundred thousand dollars if you can kill bitcoin in the next month. Rekt Bitcoin so nobody wants it, render it under $100/unit, by July of this date. I’ll pay you a hundred thousand USD if this happens. What will you pay me if not? @Loriss65 If you can destroy Bitcoin by then I will be happy because you will have saved me a lot of time on venture capital. I invite you to win.

@Paragon_Hex I’m a big fan of Principles of Economics by @saifedean of course. My favorite modern go-to on economics.

@bartcobb Going to bed soon. I’ll give another 15 mins. Otherwise I might have to use this exchange as a post tomorrow. You could just tell me how to send you money on Lightning, rather than criticizing it. @bartcobb Fedron apparently died, so from the posts above, I’ll point out the one account that ever took me up on this type of offer. It was @markjeffrey. He called my bluff and took the money. Super based. And yet, he couldn’t say where the money came from. Lightning is often private.

@BitPaine @hillery_dan That chart above is what we saw, and we were like "lolz, bullish."

@bartcobb Expired.

The result of 1) ever-rising public debt and 2) no longer structurally decreasing interest rates to offset it is: 3) the deficits are going to be *lit* for the foreseeable future.