Brendan

physics is law; all else is recommendation

[Brendan @0xbmac]

Laminar flow is nice, but turbulence is cosmic

[Brendan @0xbmac]

@shreyasaiyer Antimetal intellistructure

[Brendan @0xbmac]

@mprkhrst Pax Americana

[Brendan @0xbmac]

@wsbmod Agreed 100%. I guess my point more precisely is that his actions are more easily defensible if and only if it’s equally difficult for him/telegram to acquire/collect the data with which the governments struggle.

[Brendan @0xbmac]

I’ve yet to see a mention of what I believe to be an interesting consequence of Durov’s apprehension.

I’d suspect the case to be contingent on the integrity of telegram’s encryption.

The prosecution should have to prove Pavel’s awareness of the illegal activities they are charging him with facilitating.

Signal cabal watching closely

[Brendan @0xbmac]

It’s not abt being a tech billionaire. Pavel/TG refused to provide some 3 letter agencies w backdoor read access, a request to which others comply (WhatsApp, sms, iMessage, etc). It’s an admirable, OG cypherpunk stance by Durov, as seen by the people.

My main point however, is Durov’s non-compliance is admirable if and only if there was no backdoor whatsoever (true e2ee). If he/telegram core had such read access, his current position seems much less defensible.

[Brendan @0xbmac]

@forgedusa1 @dustinthomasXO good buy

[Brendan @0xbmac]

A far superior articulation of the core problem from which my position on this topic was derived.

[Brendan @0xbmac]

Excitement around this infuriates me.

Western medicine will prescribe drugs before prescribing behavioral changes, and we wonder why American healthcare is falling apart.

[Brendan @0xbmac]

Did an experiment with a small $AMC market sell to see how bad I’d get filled (book showing sufficient liquidity within 5bps).

Got filled 4.6% below the _bid_

Vlad I understand Kenny needs to make a spread but Ceasars offers a lower VIG on Knicks ML

This is why they hate the suits

[Brendan @0xbmac]

@garybasin Would love to see what these charts would look like if we had the data to extend the x axis prior to the Industrial Revolution

[Brendan @0xbmac]

It be ya own people

[Matt Parkhurst @mprkhrst]

> independently discover a Zeno's paradox at age 3
> MIT at 17, grad level math in 1st year
> graduate in 3 years
> drive motor scooters from Boston to Bogotá with the boys
> start a company in Colombia
> start code breaking with the IDA for money
> solve minimal varieties in riemannian manifolds
> speak out against Vietnam War, get fired from IDA
> take over math dept. at Stonybrook, make it a top-ranked program globally
> develop Churn-Simons theory, accidentally contribute more to physics than most physicists
> get bored with math, start modeling financial markets
> return 60% for 4 decades straight
> establish one of the most effective philanthropic organizations of all time
> chain smoke cigarettes the entire time

RIP Jim 🫡

[Brendan @0xbmac]

@mprkhrst 😭😭😭

[Brendan @0xbmac]

> independently discover a Zeno's paradox at age 3
> MIT at 17, grad level math in 1st year
> graduate in 3 years
> drive motor scooters from Boston to Bogotá with the boys
> start a company in Colombia
> start code breaking with the IDA for money
> solve minimal varieties in riemannian manifolds
> speak out against Vietnam War, get fired from IDA
> take over math dept. at Stonybrook, make it a top-ranked program globally
> develop Churn-Simons theory, accidentally contribute more to physics than most physicists
> get bored with math, start modeling financial markets
> return 60% for 4 decades straight
> establish one of the most effective philanthropic organizations of all time
> chain smoke cigarettes the entire time

RIP Jim Simons, I wish I got to meet you 😓

[Brendan @0xbmac]

@Deepneuron one step closer to artificial quantum microtubules

[Brendan @0xbmac]

@growing_daniel @sam__hatem

[Brendan @0xbmac]

@mprkhrst the union square pad starving rn

[Brendan @0xbmac]

@mprkhrst Hearing rumors of a Antimetal x Chrome Hearts drop 👀

[Brendan @0xbmac]

Grayscale selling Solana @ $1100 the same time Galaxy is @ $64

Wharton Finance still teaches the efficient market hypothesis.

[Brendan @0xbmac]

Tremendous opportunity on the supply side of this paradigm, if you are equipped for the regulatory requirements. Collect massive fees on publicly traded vehicles offering exposure to hot private companies.

An operator could charge 3% mgmt on a closed end fund with OpenAI at $86b, and it would certainly trade at a premium. Run back the playbook with SpaceX, Anthropic, Neuralink, Anduril and enjoy the cash flow.

DXYZ is the perfect case study; incredible demand despite poor execution. Destiny bid the hottest ‘21-‘22 names no matter the price, down big on almost everything beside SpaceX.

It’s currently trading beyond 5x book.

[Yuri Sagalov @yuris]

A private-market ETF quietly launched this week -- NYSE: $DXYZ. 35% of it's holding are @SpaceX, but there's also exposure to @boomsupersonic, @openai, @brex, @stripe, @flexport, and a bunch of other great startups

Not investment advice, but interesting.
https://t.co/HhhKcO9q2J

[Brendan @0xbmac]

@sam__hatem show us the way

[Brendan @0xbmac]

@colecallinan max long Karp