|3r0ck

bitcoin. energy. applied AI. open source. golf.
not financial advice. might be AI slop.
cheap talk. deep analysis. just having fun.

[Pierre Rochard @BitcoinPierre]

Bitcoin’s fundamental value continues to increase every day, it is the most mispriced asset in human history.

[|3r0ck @BMW_bitcoin]

@HFI_Research We drilled our best shale first...

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[|3r0ck @BMW_bitcoin]

Yo @matthew_sigel … we still fully allocated to bitcoin in 4Q? Ready for lift-off?

[|3r0ck @BMW_bitcoin]

@HodlFlorida Because the last bull was so shitty. If there was a real bull market, people would be more understanding. That and everything else has ripped while bitcoin has floundered.

[|3r0ck @BMW_bitcoin]

@LPCapitalChi @R89Capital More like 2014-2015

[|3r0ck @BMW_bitcoin]

@RocketStrategy_ @adam3us Adam, what’s the next catalyst? The daily float of bitcoin is still very high relative to issuance. When will we see an action that meaningfully shrinks the float?

[Catholic Bitcoiners @CatholicBitcoin]

Bitcoin is an economic institution of peace

[|3r0ck @BMW_bitcoin]

Naval blocked me because I spoke out aggressively against $ZEC. It’s the only interaction I’ve ever had with his account. (He was mentioned on a $ZEC post and I called it out).

4.1M followers and he blocks an account with 191 followers. lol.

[|3r0ck @BMW_bitcoin]

@ericyakes More appropriately, class of 2021.

[James Lavish @jameslavish]

Good morning.

I'm not an OG and have not been around the space as long as many others, but Bitcoin sentiment today is just about as bad as I've ever experienced. As bad as the FTX days, worse than the covid wipeout. And yet, here we are with the price hovering just above $70K. We continue on.

Have a great day.

[Jeff Ross @FormerDrJeff]

What I'm still watching... 👀

Bad news becomes bad price action when liquidity is tight... and liquidity is still tight.

And bank lending standards are getting tighter, not looser, which continues to bode poorly for liquidity sensitive assets in the near term.

[|3r0ck @BMW_bitcoin]

So sad. He was a joy to watch golf alongside. Truly great.

[Golf Channel @GolfChannel]

https://t.co/bQsC9eH2Kl

[Willy Woo @willywoo]

Fear during an early bull market is a gift, just saying.

[|3r0ck @BMW_bitcoin]

@LeeKuanYimby @upstatefederlst A good reminder of the importance of governance mechanisms. When a founder / entrepreneur loses governance, they’re effectively, simply, employees.

[|3r0ck @BMW_bitcoin]

@saifedean @Andre_Dragosch Saife! Refocus on bitcoin and NGU, please! Bitcoin fixes everything…we need bitcoin NGU in the worst way.

[|3r0ck @BMW_bitcoin]

A loss for open source AI

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia, $NVDA, CEO Jensen Huang has resigned as CEO, President, and member of the Board of Directors, effective immediately.

[|3r0ck @BMW_bitcoin]

Remember when bitcoiners called real estate a shitcoin?

[|3r0ck @BMW_bitcoin]

Can we all agree Saylor’s lost the plot?

[Michael Saylor @saylor]

Let $STRC do the heavy lifting.

[|3r0ck @BMW_bitcoin]

@natbrunell My first ever top signal. lol. Will remember it forever.