Former Poker Wiz • Current Investor/Operator • Lifelong Learner
Joined May 2010
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Dean retweeted
Most of the world will watch this clip and be blown away with the engineering accomplishment.
But few understand what this really means. As hundreds of rapidly and fully reusable Starships fly, we'll be able to send things to space for as low as $200 per kg.
- $50k+: Space Shuttle
- $15k: Expendables
- $3k: Falcon 9
And soon, $200!!!
It has always been too expensive to send any meaningful mass up to orbit. But now that cost is no longer a barrier, we can start sending up:
- Shit tons of satellites/data centers
- Factories (to make fiber, crystals, and drugs which are easier in microgravity)
- Cities on the moon and mars
- People (only $16k for the average size person). Hello space tourism!
- Shit tons more telescopes to understand more of the universe. Hubble cost ~$600M+ to send up. On Starship? Only ~$2.2M
We've just opened up an entire new economy.
That's why when Elon, Ron Baron, and others say they see a path towards SpaceX becoming a $10T, $50T, $100T company...they mean it.
Dean retweeted
Cade's 52 is getting all the attention, but there was another historic stat line in Pistons-Wizards last night.
Ausar Thompson: 17 PTS, 11 REB, 11 AST, 3 STL, 3 BLK
It's only been done 12 other times since steals and blocks were first tracked in 1973-74.
Dean retweeted
I believe most people still don’t realize SpaceX $SPCX is the biggest beneficiary of this round of tighter regulation on ground-based data centers. I’m talking mid to long term, because the ultimate solution is space. Too many people don’t get it — society as a whole can no longer function without AI. After this midterm election, I believe Musk will accelerate Starship development and pull the timeline forward. My point is that with Democrats winning, it actually (force to) speeds this up, because they’ll regulate ground data centers even harder, making space the only real option left.
Dean retweeted
One of my favorite lessons I’ve learnt from working with smart people:
Action produces information. If you’re unsure of what to do, just do anything, even if it’s the wrong thing. This will give you information about what you should actually be doing.
Sounds simple on the surface - the hard part is making it part of your every day working process.
Dean retweeted
Key to winning:
Choose to be positive and grateful. Then, just keep at it. Time is the great compounder and will do the rest.
So many people just don’t have the discipline to stay positive and grateful. Then time compounds the bitterness instead.
Dean retweeted
Time for some important education.
Below is the US Business cycle ( ISM PMI ) plotted since 1970. The circled peaks directly match the $BTC blow off tops we have already experienced.
If $BTC had existed since 1970, all those peaks you see for the US Business cycle would have been the $BTC bull market blow off tops. Now look at how flat the current US Business cycle is, this is why our current $BTC bull market is playing out longer than what we're used to.
Accounts talking about how we're now in a bear market and think $BTC is headed towards $70k simply don't understand yet that we haven't even had a blow off top. The current US business cycle hasn't peaked yet. We didn't have 4 year cycles because of the halving. We had 4 year cycles because the latest US Business cycles were recycling over a 4 year period. Hence the ISM PMI is why we have had the 4 year cycles to begin with. The "4 year cycle" has nothing to do with $BTC. And this graph explains everything clearly.
Dean retweeted
ROWAN DEAN'S WARNING: Australia Faces Digital Enslavement
In a powerful monologue on Sky News, Rowan Dean issued a dire warning to every Australian: we are about to be forced to choose between digital freedom and state-controlled slavery.
He reveals that the government's planned under-16 internet ban is merely a Trojan Horse. Its true purpose is to impose a mandatory, eternal, and unerasable Digital ID on every citizen.
Dean warns this would biometrically tether you to your entire online existence: your banking, browsing, travel, and thoughts. All of it would be accessible to bureaucrats, with the power not just to scrutinize, but to cancel your life at the push of a button.
He draws a direct line from the authoritarianism of COVID lockdowns to this new digital threat, stating the state now defines "right and wrong" based on politics, not truth.
Using chilling examples from the UK—like the arrest of comedy writer Graham Linehan over tweets—Dean illustrates the "Orwellian" future Australia is hurtling towards. He frames this as the ultimate battle for the Australian soul: the creative larrikin spirit versus the controlling authoritarian instinct.
His conclusion is stark: once these digital shackles are locked, they will be impossible to break.
Dean retweeted
“And he causeth all, both small and great, rich and poor, free and bond, to receive a mark in their right hand, or in their foreheads:
And that no man might buy or sell, save he that had the mark, or the name of the beast, or the number of his name."
Dean retweeted
This is what Elon means when he says “They don’t understand yet, but will seem obvious in hindsight”
Dean retweeted
“20 years from now you’d give anything to be this exact age, exactly this healthy, in this exact moment. Take a second to enjoy it.”
— Richard Webster
Dean retweeted
A life lesson I wish I learned earlier: Every single thing you do today is something that your 90-year-old self will wish they could go back and do. The good old days are happening right now.
Dean retweeted
Bond market starting to realize that nothing stops this train.
“What we are learning is that there will be no material fiscal consolidation. The U.S. will continue to run extremely large deficits as far as the eye can see.” wsj.com/finance/investing/us…
Dean retweeted
My favorite line from Matthew Mccaughney...
"No matter what you do, just don't half ass it."
Dean retweeted
The real plan all along was to lower interest rates and lower oil prices as soon as possible.
The 10-year note yield is down -90 bps and oil prices are down -25%.
The tariffs are "working" as planned.
Dean retweeted
If you’re torn between two paths, pick the harder path.
Because if the easier path were the right path, you would’ve picked it already.