Defrag

Investor. Writer. Investing: SK Ventures. Not often found in cities.

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As a general rule, anyone reading my tweets should assume that something north of 65% of them are actually me joking around.

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or we could bottom...whatever, I'm turning the markets off. ;)

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Well now....slept in (very rare for me) -- and waking up to markets that are feeling very bloodbath-y today. I think I'll work out, turn off all media, and ignore it all. But first, I'll figure out something to buy today.

[naveen.com @naveen]

Om Malik, 1966-2026

https://t.co/CtBTmHLV5n

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@ConvexEdgeX following closely.

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@TheLongInvest ADUR

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So, just enough time for a rogue model to break every security system on planet earth. Got it.

[Polymarket @Polymarket]

NEW: House Republicans introduce bill requiring AI companies to report critical incidents, model breaches, & “dangerous behavior” within 7 days.

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Truth.

[Camel Finance YT ⚡️ @camelfinance]

MSTR & STRC Going to Zero ??
Market psychology & music festivals
TA & Live Trades

https://t.co/Rd1dVBNZKs

$SPX $QQQ $DJIA $XAUUSD $DXY $BTC $SMH $IWM

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Okay, the answer is A. That encompasses the Boundary Waters, Grand Marais, Bob Dylan's childhood home (hibbing), the north shore of MN, Duluth (awesome craft beer), the Brule River, Bayfield and the Apostle Islands. Pure Northwoods joy.

[Midwest vs. The Rest @midwestern_ope]

You have a month long vacation in the Midwest this summer. You can’t leave the zone you pick. Where are you going?

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@BullandBaird @conorsen I'd like to throw A in the mix. You get Bayfield, the Apostle Islands, the Brule River, Duluth and the Boundary waters....the best of the Northwoods.

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Skynet went live on August 29th, 2029.

[NewsWire @NewsWire_US]

U.S., Russia and China Are Integrating AI into Nuclear Early Warning Systems

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@joshelman @a16z congrats!

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@brett331_b truth!

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The scotsman has discovered one of the essential activities while in Florida: the Publix sub.

[Shaun 🏴󠁧󠁢󠁳󠁣󠁴󠁿🇺🇸 @shaunvlog_]

HELP! I’m going in for a Publix ‘pubsub’ - what is the correct order?

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FTR: the *second* essential Florida activity is eating breakfast at Blue Heaven in Key West.

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The scotsman has discovered one of the essential activities while in Florida: the Publix sub.

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@brett331_b blasphemy! ;)

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We call them "trash pandas" and they live in garbage cans in northern latitudes.

[Shaun 🏴󠁧󠁢󠁳󠁣󠁴󠁿🇺🇸 @shaunvlog_]

America what the HELL is this and can I keep it as a pet? 😍

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from your lips....

[Dagger @daggercapital]

hear me out

VIX 17.76 🔨+ 🇺🇸 🇮🇷 Deal
ES1! moves 250 handles to 7,777
Just over a week before America turns 250, marking the anniversary of the adoption of the Declaration of Independence in 1776.

'Merica 🇺🇸

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@nearyd I would hope not. Cuz that is just crazy talk.

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This is insanity. Who in their right mind wants to ban hunting and fishing? Answer: no one.

[Polymarket @Polymarket]

NEW: Oregon animal rights ballot measure would ban hunting, fishing, trapping, scientific research on animals, pest control, & conventional livestock production.

[Roy Rogers Happy Trails Music Shop  @RoyRogers_HTMS]

In one of the coolest moments in rock history, Eddie Van Halen stood inside the Smithsonian’s National Museum of American History and broke down exactly how he invented his legendary finger-tapping technique.
He explained how he stumbled on the idea as a kid — inspired by piano and classical techniques — and later saw Jimmy Page playing with one hand and turned it into the explosive sound that changed guitar forever. Then he plugged in and unleashed “Eruption” live, right there in the museum.
Watching Eddie demonstrate the birth of modern tapping in such a historic setting? Pure magic. That two-handed technique went from his bedroom to stadiums worldwide and influenced an entire generation of players.
Eddie didn’t just play guitar — he rewrote the rules.
One of the greatest innovators rock has ever seen. Rest in power, EVH.