Mortgage Guy turned degen - follow me for opinions on things that don't matter and losing trades
Joined May 2021
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Manpower slows you down you’d be better off giving the top 10% most intelligent workers unlimited ai usage and training and fire the 90% remaining. Intelligence in intelligence out
Ever since I used Claude in Feb I was convinced the overhead of big companies was done especially non physical related industries. Hyperliquid is quite literally the exact example of the idea that the individual and small groups of the ultra intelligent gonna disrupt all of it
Finally took monthly npoc at 77,00. I am wondering though if she want the two big dawg 64k npoc too… still think this could be good spot to bounce for atleast like 80-82 Ionno
Yeah seems like either we don’t go too much lower into 70s or we go to like 64k which is very possible
Idk I still feel bullish on btc.. 70’s first v possible but idk I don’t think it goes low as ppl think without going 90+… unsure if it happens before or after midterms
I’m feeling bulled up on btc ionno why. Still hope for 75-77 but ionno somewheres around here we puMpa
Every new month (almost always) price revisits previous month npoc, every new quarter same thing. 6m and yearly may sit for a while but usually come back also
My rare earths materials thesis very wrong .. but I still believe scarce physical metals and materials will be in extreme demand w/ so many innovations especially w/ humanoid robots … finding very hard to source material bottlenecks may be super lucrative next few yrs
Blue Ocean Materials founder @lucasme_12 explains why El Segundo feels like Silicon Valley in the ’80s:
"You’re seeing these founders tackling these very hard problems where we have no playbook. El Segundo feels like what I imagine was Silicon Valley in the ’80s."
"There’s no career path. Who do you mimic? How do you create a Valar Atomics? How do you make it rain like Rainmaker? It’s just a bunch of mavericks trying to solve these problems."
@BOMaterials
It’s gonna be black Monday because many thinks it’s gonna be black Monday causing all the black Monday contrarians to be consensus we just need to fade the fadeoooors… unless this becomes consensus too FUCK
Salesforce and other CRMs companies pay millions and millions for are so easy to replicate and even improve it’s just a matter of time , the guy who single handedly made Microsoft suite versions prime example
Company is really anti AI, the new ERP system (no AI) that is a massive overhaul of what’s been used 30 years and crazy expensive keeps getting delayed on going live … it’s literally the most simple web app with a few buttons and same database data (product codes, schema etc).