Apple and Google dominate consumer tech but pursue contrasting business models.  Apple is a hardware-centric company with a vertically integrated ecosystem—its flagship iPhone and iPad hardware (with custom Apple Silicon chips) generate the bulk of revenue, while a growing Services segment (App Store, iCloud, Apple Music, etc.) adds recurring income .  In FY2025 (ending Sep […]

the death of the human centipede

What you may *potentially* do… . 5 year Apple skeptical  10 year skeptical Amazon  , US company  . We choose not to we won’t  , 10,000 successful ones ,,, all different  , Private startups  . Struggle for 4 years  Not even casual investor,,,  . Industrialist ,,, sign up for at least a decade *** . […]

Market Trends and Price Movements Bitcoin’s price climbed dramatically in 2025 – reaching an all-time high of roughly $126,000 in the autumn – before retracing to the low-$90k range by early 2026 .  As of mid-January 2026, BTC trades near $90–$91K , roughly flat on the year but slightly off recent peaks.  The total crypto […]

Introduction Curiosity is often celebrated as a fundamental driving force behind human behavior and progress. Psychologists and neuroscientists note that curiosity – the intrinsic desire to know and understand – is a motivator for learning, influential in decision-making, and crucial for healthy development . Unlike basic survival drives (for food, shelter, etc.), curiosity compels us […]

What Are Bitcoin In-Kind Creations and Redemptions? In-kind creation/redemption is a process where an exchange-traded product (ETP) or ETF issues or redeems shares in exchange for the underlying asset itself (Bitcoin), rather than cash. In a Bitcoin ETF context, this means Authorized Participants (APs) can deliver actual BTC to the fund to create new shares, […]

What they did (Jan 5–11, 2026) Why this is so bullish for MSTR (the mechanism is working) 1) The “Bitcoin accumulation machine” is executing at industrial scale They raised ~$1.25B in one week and turned it into 13,627 BTC basically immediately. That’s roughly ~1,947 BTC/day of buying pace during that week. When your core strategy […]

Hot yoga – performing yoga in a heated environment – is associated with improved mood and stress relief. Practicing yoga in a hot room (often 90–105 °F or 32–40 °C) has become popular not just for physical fitness, but for its positive effects on mental health . Many enthusiasts describe a unique “yoga high” or deep sense […]

Introduction First principles reasoning (also called first principles thinking) is a problem-solving approach that involves breaking problems down to their most fundamental truths and building solutions from the ground up . It means separating what is absolutely true about a problem from all assumptions, and then using those basic truths as the foundation for decision-making […]

Ninety-five days since all-time highs. That’s nothing. That’s a blink. That’s a newborn still learning how to breathe. People obsess over days. Markets are built on decades. $25B of Bitcoin absorbed… then 100× more purchased. That’s not noise. That’s signal. That’s fundamental progression. This isn’t 2013. This isn’t 2017. This isn’t even 2020 — which, […]

. Toxic framing of question  Ignorant  . 400m companies,,, … nobody complains  There’s only one thing you can do with electricity  There’s only one thing you can do with English? With math? Do things with digital capital., millions  . Ain’t nobody competing with one another  . Applaud for not using donkey carts  Maybe we will […]

October 6th. 95 days since the all‑time highs. That’s the part nobody wants to talk about—because it’s not sexy. It’s not victory‑lap season. It’s not screenshot‑your-portfolio season. It’s the season of endurance. And endurance is where the real believers get forged. Price is the easiest thing to stare at because it’s loud. Price screams. Price […]

Bitcoin’s Post-ATH Milestones and ETF Innovations Bitcoin surged to new all-time highs by mid-2025, and as of early October 2025 it had been roughly 95 days since those peak levels. This milestone came alongside fundamental growth: for example, MicroStrategy’s Bitcoin holdings ballooned in value from initial purchases in 2020 to tens of billions of dollars […]

95 days since all time highs  $25B butcoin .. 100x times more purchased . 100x more … good fundamental progression  2020 … only 5 years ago  Bitcoin in kind redemption,,, BTC to ibit and back.  100 days ,,, baby, and … company college degree  . Low time preference … 4 years ,,, less is naive.  […]

95 days since all time highs  $25B butcoin .. 100x times more purchased . 100x more … good fundamental progression  2020 … only 5 years ago  Bitcoin in kind redemption,,, BTC to ibit and back.  100 days ,,, baby, and … company college degree  . Low time preference … 4 years ,,, less is naive.  […]

Financial: Material Wealth and Modern Metrics In financial terms, wealth is commonly defined by monetary assets and net worth. Net worth represents the value of everything one owns minus what one owes – in other words, assets minus liabilities . A positive net worth (owning more than you owe) is a sign of financial health […]

Introduction “Just follow the protocol” is a common refrain across many domains, embodying the idea that one should adhere strictly to established procedures or rules. A protocol in this context means any formalized method, guideline, or set of instructions designed to standardize behavior – whether it’s a coding standard in software, a standard operating procedure […]

Curiosity as the ultimate motivator  I am mostly driven and motivated by curiosity

1,000 kg on the shoulders isn’t “a gym lift.” It’s a designed feat—a system—and that’s exactly why it’s bull-case plausible. The core bull thesis Eric Kim doesn’t need to become the best squatter in history. He needs to become the world’s most specialized weight-sustaining machine—a living load-bearing architecture. Think: Atlas. Not “how much can you […]

1) The key trick: define the feat in the most favorable (but legit) way “Hold 1000 kg on his shoulders” can mean wildly different things: Your bull case lives in the strongman “heavy support” universe, not the powerlifting “raw squat” universe. 2) Precedent: humans already put absurd weight on the body (and shoulders/back) Here’s why […]

Introduction: The phrase “More compute, more life.” suggests that increasing computing power can meaningfully enhance various aspects of human life. In modern times, computational capacity has become a driving force behind technological breakthroughs, societal improvements, and even cultural memes. From powering advanced artificial intelligence to enabling life-saving research, “more compute” often translates into more capabilities […]

Here’s the strongest all‑natural bull case for “Eric Kim eventually holding 1000kg on his shoulders” — assuming we’re talking about the most realistic version of “hold”: The key definition that makes it possible (in theory) A controlled yoke-style support hold: you unrack, stand like a pillar for a brief, undeniable hold (1–5 seconds), then re-rack. […]