Jahosh Hickman

autodidact//autodydact

[Jahosh Hickman @jahoshuma]

"More than ever I have a pent-up fury for work, and I think that this will contribute to curing me." - van gogh

[Jahosh Hickman @jahoshuma]

The fact that we’re all perpetually online means:

You can spend the majority of your time taking in information that perpetually offends you

Or

You can spend the majority of your time taking in information that perpetually inspires you

Choose wisely

[Jahosh Hickman @jahoshuma]

Let the hunger games begin.

[Open Source Intel @Osint613]

BREAKING 🔴🔴

President Trump: The memorandum of understanding (MOU) with Iran is “over.”

[Vlad Tenev @vladtenev]

Only 62% of Americans have exposure to US stocks

I’d like to get that to 100

[Vlad Tenev @vladtenev]

While we’re building robinhood chain to be the best chain for RWA … it works great for memes too

[Jahosh Hickman @jahoshuma]

For my ball knowers:

https://t.co/5mIMIZyCBr

Happy 4th

[Chamath Palihapitiya @chamath]

https://t.co/vPrPSUjTJG

[Jahosh Hickman @jahoshuma]

If you’re in crypto & would like to learn about what clarity is or isn’t, listen no further:

https://t.co/x3Nkseu4z3

[Jahosh Hickman @jahoshuma]

Switched from Opus to DeepSeek-V4 for my openClaw agent and the cost savings have been enormous

[Jahosh Hickman @jahoshuma]

You can easily brute force investing success by only buying the S&P 500, but it’s not as fun as attempting to pick winners

[Jahosh Hickman @jahoshuma]

Not one to throw around the cabal flag loosely.. but this is clearly cabal

[Arthur Hayes @CryptoHayes]

I got something cooking @blknoiz06 …

[Jahosh Hickman @jahoshuma]

Playing out accordingly.

[Jahosh Hickman @jahoshuma]

If you were around for the march flash Covid dump on ethereum:native you know that what comes next is a V shaped recovery

zcash:native

[Hoop Herald @TheHoopHerald]

This clip hits so hard now that these two are NBA champs

No shortcuts to the top

[stonkdaddy @stonk_daddy]

Invest in SpaceX. Don’t trade it. Ignore the IPO volatility and dollar-cost average over time.

That said, the trader in me (20+ years) sees some clear narrative violations around how the stock will likely perform out of the gate. Many people are using historical data on how the average IPO underperforms in the first 6 months as an analog for SpaceX. They’re missing two big factors.

1. The lockup dynamic is fundamentally different.

Historical IPO underperformance is driven by lockup expirations flooding the market with supply after 6 months. Shorts can easily front-run that predictable cliff. SpaceX is different because of fast-track inclusion into the Nasdaq 100 and Russell 1000. There is no precedent for this. Supply will be met with guaranteed demand, and because the lockup is broken into tranches, there won’t be a single cliff shorts can time. Index weighting is based on float. As each tranche expires and float increases, it creates more forced buying during index rebalancing.

There has been controversy over this dynamic, much ado about nothing, IMO. There is no world where SpaceX doesn’t eventually get added to these indices — it’s only a matter of timing.
All else equal, you normally see stock selling into lockup expiry followed by a rally after inclusion. Here, supply and demand are matched together from the start via fast-track inclusion, creating less price volatility. The end point is the same.

2. Employee retention will likely be unusually high.

Real supply is undoubtedly coming. Financial advisors have a fiduciary duty to diversify employees who have 100% of their net worth in the company. What’s unique about SpaceX is the level of mission-driven culture that permeates the entire organization — bordering on religious fervor. This is not the Facebook IPO (“how many more ads can we monetize?”). These people are trying to extend the light of consciousness to the stars. I would not be surprised if employees retain far more stock than your average IPO looking to cash out.

Indeed, ~40% of the entire float belongs to Elon. This is far higher than your typical IPO founder and is officially locked for 366 days, but effectively locked much longer. I doubt he created super-voting control just to sell at the first opportunity.

So while lockup expirations will trigger some sales, the size and proportion are not guaranteed — and likely smaller than normal. Meanwhile, the float increase from this does guarantee demand from index funds.

[Jahosh Hickman @jahoshuma]

Not advocating for Al slop, but "slop" can be made by humans with or without Al in the creation process.
#ai #creation #thoughtoftheday

[Nick Khami @skeptrune]

me using Claude Fable 5 to clear my emails

[Jahosh Hickman @jahoshuma]

@can @whatdotcd Think this is a biased take. I’m all for calling out AI slop. The focus should be on whether or not said piece of content provides value. If it does, use it, if it does not, disregard.

A.I is going nowhere.

[big z @zectrillionaire]

People don't understand that getting into Bitcoin early was a mental exercise in open-mindedness and thinking for yourself.

That's why I laugh at these new-gen BTC maximalists, because they seem to have a quasi-religious close-mindedness that would have prevented them from buying Bitcoin early, and now it will prevent them from buying ZCash early.

[Jahosh Hickman @jahoshuma]

@blknoiz06 Gotta be on 4th & inches atp

[Jahosh Hickman @jahoshuma]

ethereum:native looks very good for purchasing at 1,600 USD

[Jahosh Hickman @jahoshuma]

TRUE LIFE: I’m addicted to perps.