Exploring the intersection of Bitcoin, healthcare, finance, AI and real life.
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Joined October 2025
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This is a test for the US government if any one individual in Super Intelligence is “Too big to fail”.
The Financial Industrial Complex is bigger than China and I would say NVIDIA and Jensen Huang is too big to fail. SI investment is bigger than the banks in 2008z
US intelligence agencies better get in the game or we are screwed.
BREAKING: Jensen Huang had another affair with an Nvidia executive, per NYT
69% chance he's out as $NVDA CEO before 2028
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I don’t know what this means but outside of $SPCX these other companies have a lot of work to do in the PR department.
May have to learn the finer points of shorting stocks.
Utter arrogance!
Anthropic pre-IPO broker call was absolutely WILD. The party line was:
•We are or plan on imminently destroying: hyperscalers, every other lab, SpaceX, biotech, robot cos; for fun
•Chipmakers may survive at our pleasure
•$1tn ARR by 4Q28
•Fuck investors it’s capex time
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Physicians have been complaining about the CMS cuts recently. Not enough have been talking about what has really been impacting our income.
Our purchasing power has been slaughtered by the debasement of the dollar. Although physician pay has quadrupled nominally, in real asset terms, the value has been cut more than half over the past 40 years.
#MedTwitter
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Not that I am a fan of Medicare for all but at least talk your own game.
Peak irony: Abdul El-Sayed “Medicare for All” except for his physician wife who’s cash-pay only.
He has an MD but never completed residency, never held a medical license, and doesn’t practice medicine.
His wife, psychiatrist Sarah Jukaku, runs a cash-pay practice that is out-of-network for all insurance and has formally opted out of Medicare (and doesn’t take Medicaid).
Patients pay out of pocket.
Hey good on them for running a cash-pay practice! Not knocking that. But the double standard is peak Democrat cherry on the cake🍒 🎂
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Just got this in the mail. I will see how it expands on my plan to just DCA with a sprinkling of Bitcoin treasuries…..
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I know why people are not as excited about solana:BTZK1B3pCoBDD1vy5e4bDBM4bwvvhkKUMTuKABkGWwGp as they were about $SPCX.
Optimism is a far better outlook on life than doomerism.
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TLDR: I do not think $MSTR plan is to ever be more amplified than $ASST if it ever wants to be the Bitcoin Bank.
$MSTR just said they wanted to be the Bitcoin bank. To do that you need a lot of reserves. Why isn’t buying Bitcoin, not just investing in that future? I know it’s dilutive, but isn’t acquiring as much Bitcoin as possible at a discount for long term shareholder profit?
When mag 7 companies invest in capital improvements we call it capex. It is not accretive but we know that in the future it will generate returns.
$ASST said it wants to be the fastest horse in the Bitcoin treasury market. Not the largest.
$MSTR says it wants to be the Bitcoin bank.
In my mind they are very different financial theses and all investors should plan accordingly.
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You don’t have to worry about the Bitcoin CEO, chinese spies, or government insolvency.
Keep your hard earned money in Bitcoin.
🤖 Made with AI
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Lost a lot of respect for Gladwell, thinking one opinion of a technique is data. This is crazy.
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Bitcoiners doing Bitcoiner things….
A man spent years teaching people about Bitcoin, but when he admitted he wasn't rich from it, one of Bitcoin's biggest figures mocked him. What happened next made him a millionaire.
> Andreas Antonopoulos had been educating people about Bitcoin since 2012.
> He wrote books, gave hundreds of talks and helped thousands of people understand Bitcoin.
> But there was one thing he didn't have, a massive Bitcoin fortune.
> In December 2017, Roger Ver, popularly known as Bitcoin Jesus, questioned why Andreas hadn't become rich from Bitcoin despite being an early advocate.
> Andreas replied that he had actually bought Bitcoin early.
> But in 2013, he sold his holdings to pay rent and support his family.
> He had spent years working on Bitcoin without a steady income and couldn't afford to keep holding.
> That response changed everything.
> Bitcoin supporters began sharing his donation address, encouraging people who had benefited from his work to give something back.
> Within three days, hundreds of donations had poured in.
> One person sent 79 bitcoin:native, while another donation was worth $1.2 MILLION at the time.
> By December 8, Andreas had received approximately 102 bitcoin:native worth $1.6 MILLION at the time.
> At today's Bitcoin price, those 102 bitcoin:native would be worth approximately $7.5 MILLION.
> Andreas was so overwhelmed that he described reading the messages with tears in his eyes.
> He had spent years helping people discover Bitcoin and when the community found out he wasn't wealthy, they sent him a fortune.
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Great guide tonn no incorporate mining to your household from a great company!
It's November. Your miner is basically a space heater that buys lottery tickets.
Who's got one running in a room that actually needs the heat right now? Garage, office, kid's room, basement?
If you're thinking about heating with hashrate, we put together a guide: solosatoshi.com/bitcoin-mini…
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There is now way to just keep chips from China…
Herkes Nvidia'yı konuşuyor. Asıl mesele Çin'in sonraki hamlesi.
ABD, Çin'i yapay zeka yarışında geride tutmak için gelişmiş çipleri yasakladı.
Çin ise onlara ulaşmak için her yolu deniyor.
Nvidia'da casusluk ve kaçakçılık iddiaları bu yüzden konuşuluyor, şirketin bir çalışanı bile gözaltına alındı.
Hepsi doğru, hepsi de yüzeysel.
Çin çipi sadece almaya değil, kendisi yapmaya da çalışıyor.
Asıl mesele ise Çin bunu başardıktan sonra olacaklar.
Çin girdiği her sektörü hep aynı yolla alır.
Önce devlet stratejik bir sektör seçer, arkasına bütün gücünü koyar.
Çinli şirketler o ürünü, rakiplerin inemeyeceği kadar ucuza satar.
Batılı üreticiler zarar eder, tek tek çekilir.
Çin ucuz çelikle başladı, dünya pazarını ele geçirdi.
Sonra güneş paneline geçti, Almanya ve Japonya'yı geride bıraktı.
Ardından bataryaya geçti, onu ilk üreten Sony bile geride kaldı.
Çin eski nesil çiplerde de aynısını yaptı, ucuza üretip pazarı doldurdu.
Her seferinde daha kritik bir sektör seçti, sonu hep aynı oldu.
Şimdi sıra çok pahalı ve sıkı korunan bir sektörde, yapay zeka çipinde.
Çin bu çipe üç ayrı yoldan gidiyor.
Kendi çipini yapıyor, Huawei üretimini her yıl artırıyor.
Daha ucuz bir yol buldu, DeepSeek aynı işi onda bir maliyetle başarıyor.
Yasağa rağmen çipler kaçak yollarla Çin'e sızıyor.
Bu yollardan biri hep açılıyor, Çin sonunda istediğini alıyor.
Peki karşı tarafta ne var.
ABD'nin yapay zeka şirketleri tam tersini yaptı.
Çip pahalı ve kıt kalacak diye, gelecekteki kâr umuduyla büyük borç aldı.
Değerlemeler şişti, borsa büyük ölçüde Nvidia'ya bağlı hale geldi.
Bugün bu şirket tek başına borsanın neredeyse %8'ini oluşturuyor.
Bu bahis çipin pahalı kalmasına bağlı.
Çin çipi ucuzlattığı gün bu hesap bozulur.
5 Kasım'da yapay zekaya dair küçük bir şüphe bile borsayı bir günde aşağı çekti, en ağır darbeyi Nvidia aldı.
Önemli olan, o şüphenin bir gün gerçeğe dönebilmesi.
Oysa bu sefer mesele sadece bir borsa değil.
Üretim de ordu da yapay zekaya bağlanıyor.
Yapay zekayı en ucuza yapan, yarışa önde başlar.
Bunun sonunu Japonya çoktan yaşadı.
Japonya bir zamanlar dünyanın fabrikasıydı.
Çin aynı yöntemle o tahtı devraldı.
Bugün o üretimin çoğu Çin'de yapılıyor.
Bu üstünlük bir kez gidince kolay geri gelmiyor, şimdi aynı yol ayrımında ABD var.
Bir teknolojiyi en ucuza yapan, her çağda o alanın kuralını koydu.
Bu çağın teknolojisi yapay zeka, cevabını da önümüzdeki yıllar verecek.
Bu benim şahsi analizim.
Gelişmeleri takip ediyorum. Sizi bilgilendireceğim.
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