BTC miner for 14 years, coder, skiier, UL pilot. Building new BTC ventures now. previously cofounder/CEO of SBI Crypto
North Carolina and Dubai
Joined September 2018
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- Following2.1K
- Followers1.6K
- Likes8.8K
AI compute is not fungible. Especially for larger clusters, where specs on servers, NICs, storage, network fabric design tradeoffs really factor in.
There are still ways to develop markets and derivatives around it.
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Warsh has balls.
12-0 unanimous decision by fed to hike rates, despite President Trump's push to cut.
Haha....And just as rate hikes were getting priced in to futures.
My own opinion is no hikes until at least after midterms.
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Butterfly Labs.... I will never forget you.
Thousands of bitcoins paid for your hundreds of undelivered miners would have funded my retirement. 😭
All I ever got was a few Jalapenos.
bitcoinmagazine.com/business…
@BitcoinMagazine
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Michael Burry ❌
Michael Buried ✅
Breaking: Michael Burry's updated positions, per his Substack
Top 10 Positions:
Top tier (~8% each):
• Adobe $ADBE [Long]
• MercadoLibre $MELI [Long]
• Zoetis $ZTS [Long]
• JD $JD [Long]
Second tier (~7% each):
• Lululemon $LULU [Long]
• PayPal $PYPL [Long]
• Veeva $VEEV [Long]
• Flutter $FLUT [Long]
• Molina Healthcare $MOH [Long]
• HCA Healthcare $HCA [Long]
Third tier (~5% each):
• Fannie Mae $FNMA [Long]
• Freddie Mac $FMCC [Long]
• Sprouts $SFM [Long]
Shorts, largest to smallest:
• iShares Semiconductor ETF $SOXX
• Micron $MU
• Nebius $NBIS
• Nvidia $NVDA
• Oracle $ORCL
• Palantir $PLTR
• Caterpillar $CAT
• Invesco QQQ Trust $QQQ [Put, ~6% of portfolio]
Full exits:
• Tesla $TSLA [Short] - Covered for a gain
• Applied Materials $AMAT [Short] - Covered for a gain
• SOXX put options - Sold entirely, replaced with the bigger QQQ put position
Summary: He's betting less on chips falling and more on the whole Nasdaq falling. Trimmed Caterpillar, added to Micron, raised cash to 12%
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Never let software or hardware wallets generate a seed for you. You don't fully know there is not malware or poor entropy.
I have often used dice. 100 rolls of standard dice for a 24 word seed, gets you about 256 bits of entropy.
This would have protected your coldcard.
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One of the main reasons Iran hit Fujairah is because it was part of land supply chain to bypass the strait
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2017 -
Be failing biomedical penny stock
Change name from Bioptix to Riot Blockchain and pivot to Bitcoin infrastructure
Stock jumps almost 100%
2026 -
Be failing textiles stock.
Announce pivot to AI Infrastructure
Stock jumps 800%
BREAKING: Allbirds stock soars +238% after the company pivots from wool shoes to AI compute infrastructure.
16% chance the AI bubble bursts this year. polymarket.com/event/ai-bubb…
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You can just do things.
this is so fucking wholesome
guy used AI to save his cancer-ridden dog by sequencing its DNA and creating a CUSTOM cure.
the tech behind this is fucking awesome (well done @demishassabis and the google team):
- used CHATGPT to sequence dogs DNA discovers mutations
- ran the mutations through Google’s Alphafold (AI protein sequencer) which CREATED A CUSTOM VACCINE TO TREAT THEM.
- treated dog and reduced tumour by 50% in WEEKS. dog is alive and well.
- this is the 1st time AI has been used to create a custom vaccine for a dog (and it worked)
- dude is now working on similar vaccines for humans using AI!
2026 is definitely the year we see AI change personalised medicine in a HUGE way
so sick
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UAE seems to be getting targeted the most, but has done well to defend. Only a couple civilian fatalities and a dozen or so injuries.
100% of missiles, 94% of drones stopped short of their target.
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