Jim Raynor

Jim Raynor's Devil Dogs

[Jim Raynor @JimmyRaynor55]

@mikealfred Putt for me, otherwise I’m chipping it into a sand trap somehow

[Brian Armstrong @brian_armstrong]

14 years ago Coinbase was a simple Bitcoin wallet.

Today, we offer millions of assets (including non-crypto like equities and commodities), and provide better financial services to millions of people, builders, and institutions.

Grateful to our team, customers, and the community that's been part of the ride. Our goal is to help 1b people access an open financial system.

[Brian Armstrong @brian_armstrong]

We experienced an outage at Coinbase last night, which is never acceptable. The root cause was a room overheating in an AWS datacenter when multiple chillers failed. We design our services to be redundant to downtime in any one AWS Availability Zone (AZ), and most of our systems worked this way last night, but not all.

Our centralized exchange did not. Exchanges have unique architectures that optimize for latency and co-location of clients. It is possible to make exchanges resistant to AZ failures, but this can introduce latency delays that are not desirable along with breaking customer co-location. Given this incident, we'll revisit these tradeoffs to ensure we're giving you the best possible venue to trade. At a minimum, the duration of an outage should be able to be reduced considerably when an AZ move is needed.

Thank you to the AWS and Coinbase teams for working through the night to mitigate the issue. We’ll share the detailed technical summary once it's ready.

[Phathom @PhathomResearch]

This is one of the most thorough analyses of $PATH that I have seen yet.

Highly recommend giving it a watch.

https://t.co/kNa5eQsf6z

[Kieran.eth @KieranWarwick]

If you played Overworld two years ago and saw the potential, but felt it was missing too many critical pieces, Obelisk Rising is the game you were actually waiting for.

A creature capturer that uses blockchain only where it should. Near-limitless progression. Fierce combat. Beautiful environments. A social experience you’ll want to log into every day.

We can’t go back and change the past, but we can build what should’ve existed all along.

[Tim Tebow @TimTebow]

Plans change.
Purpose doesn’t.

God’s promises don’t fail.
His hand is still guiding the story, even when the path looks different than you imagined.

[Jake Browatzke 🚀 @jakebrowatzke]

https://t.co/y5DhciB7ql

[Michael Saylor @saylor]

There isn’t enough Bitcoin for everyone.

[Jake Browatzke 🚀 @jakebrowatzke]

I've decided I will be taking the next two weeks off of my normal researching and posting schedule to focus exclusively on building AI automations inside UiPath Maestro.

I owe this to myself to go the final mile in my fundamental product understanding before earnings since everything rests on me being right about this company.

I've watched many $PATH Maestro demos, but that's not the same as doing it yourself and actually limit testing the software's capabilities.

Will be posting a LOT less during this time, but excited to show what i've built after I return.

[Max Keiser @maxkeiser]

“President Bukele chose his people over politics. Children over cartels. Future over fear”

That's conservative values in action

[Brian Armstrong @brian_armstrong]

Big moment - you can now trade stocks on Coinbase. The everything exchange is growing. This is another step toward our vision of offering tokenized equities.

We’re not stopping until Coinbase is the #1 financial app in the world.

[Viktor Bunin 🛡️🇺🇸 @ViktorBunin]

Today I hit my 5 year anniversary at Coinbase.

When Coinbase acquired Bison Trails I was distraught. I had in my mind that I wanted to build Bison Trails into a $60bn business. I don't know why that number, it's just the one I had in my head. I thought the day would come when we would acquire Coinbase.

I was so intent on making Bison Trails great that after we got acquired I felt adrift. We had a successful outcome, but it wasn't the one I had in mind. I didn't know what my new goal should be, what I was working towards, or why I should stay at Coinbase (other than to vest).

I remember talking to @JoeLallouz about it and he suggested I think about what I really want and set a new goal for myself. I thought really hard and the only desire I had was "to make crypto win." So I started working towards it, prioritizing my work at Coinbase based on what I thought was the most important thing to do to accomplish that outcome. It's why I worked for years on policy and regulatory issues even though that was completely outside my normal scope.

Lately the thought I keep having is that I want to make Coinbase into a generational company. I think Coinbase is incredible, but what's truly special about it is that the only way it'll become a generational company is by making crypto win. There are a lot of players in crypto that are massively successful, but actually hurt the industry they're part of. They want to win, even at the expense of crypto ethos and ideals. Fuck that. If Coinbase wins, crypto will win. That's why I'm working just as hard today as when I started at Bison Trails 7 years ago.

Don't play short term games. Don't launch tokens to dump and dip. Play long term games with long term people. Make the world a better place. Believe in something.

[Anthony Pompliano 🌪 @APompliano]

“I love the USA…I am so proud to be an American today…we are so proud to be Americans. Tonight was all for the country.”

Inject this straight into my veins. 🇺🇸

[Alex Becker 🍊🏆🥇 @ZssBecker]

If your young and trying to "make it" the big question is "how do I know what the right thing to do is".

The answer : You don't. Do LOTS of things that MAY work with LOTS of effort. The path will reveal itself and you'll stumble into what you are good at and enjoy.

Then go all in.

Action clears uncertainty.

The best way to ruin and delay your life results is spending time the discomfort of risk and waiting for certainty to just "happen".

It doesn't work like that.

Truly : Just do stuff with max effort till something feels right. Then commit to it. The path will then expand more.

At your peak what you do will likely not look like what you did at the start SO the thing doesn't matter, just the starting.

[Holy Bible @Holy__Bible1]

Heavenly Father,
Thank You for this day. Please forgive my sins and wash my heart clean.
Give me peace in my mind, strength in my body, and hope in my spirit.
Heal every pain inside me and remove fear and worry.
Bless my family and protect us from all harm.
Guide my steps and help me trust You in everything.
In Jesus’ name, Amen. 🙏

[Jake Browatzke 🚀 @jakebrowatzke]

$PATH's forward PE is now 14.32 🤯

They have NO debt and $1.4B in cash and investments.

Their look through EV/Earnings is 7.4x assuming a 38% mature net margin.

There product has become 10x more desirable in the past 12 months since the launch of Maestro for AI agent orchestration and the business growth is accelerating.

ARR is growing double digits and their dollar based net retention rate is >100%.

Their founder and CEO Daniel Dines says he believe Maestro's revenue can grow to equal their core RPA business within 5 years.

Maestro's time to value is accelerating for AI deployments across vertices, industries and use cases.

Do with this information what you will.

[Anthony Pompliano 🌪 @APompliano]

Bitcoin is a volatile asset.

It went from $0.01 to $126,000 in about 15 years. There were many 50-85% drawdowns along the way.

Bitcoin has averaged a Global Financial Crisis every 18 months for the last decade.

Yet bitcoiners continue to hold through all the noise. The blockchain produces block-after-block of transactions.

And the critics take their “victory laps” during the drawdowns, only to get their faces ripped off a few months later in a bull market by the best performing asset since 2010.

It is a story as old as time.

Let the critics celebrate today. They will predict the death of bitcoin for the thousandth time. They will point and laugh at those who hold the asset.

But secretly they know the truth.

Their dollars will continue to devalue and bitcoin will appreciate over the long run.

Scarcity never goes out of style.

[Natalie Brunell ⚡️ @natbrunell]

I’ve had more people reach out to me shaken in this cycle than even in 2022 (when Bitcoin went down 75% from $68k ATH to $16k!) saying they’re panicked, they sold, or they’re suddenly “not sure” about Bitcoin.

Some bailed into gold because they still want to stay on the hard money train. Some are convinced quantum computing is about to “break” Bitcoin. Some tell me I’m reckless for being so undiversified with my life’s savings.

I understand the fear. Drawdowns aren’t fun. They can mess with your confidence and your timeline…especially when the mood is this dark (and when your income is tied to the same asset you’re holding!).

But here’s where I’m at: Bitcoin is still the only life raft worth holding and helping other people find.

My mom gets $900 a month in Social Security. Who can live on that? That’s not a retirement plan - it’s a slow economic strangulation.

So no, I’m not in Bitcoin because it’s some thrilling get rich overnight scheme. I’m in Bitcoin because I don’t see another path that gives everyday families like mine a real shot. I didn’t get in early enough to be “set.” I’m still building. Still working. Still trying to protect the people I love in a system that keeps making life more expensive!

I haven’t lost faith….not because I’m numb to this volatility, but because the problem Bitcoin solves hasn’t gone away.

If you’re shaken right now, you’re not weak. You’re human. Just don’t confuse a bad market mood with a broken thesis.

Keep going. Zoom out. Do the work. Take care of your family. I’m doing the same. We’ve got this.

[MMCrypto @MMCrypto]

Rule No 1: do NOT make Business with anyone who doesn’t fear God.

[Tim Tebow @TimTebow]

God isn’t far from your pain. He’s near. And He calls us to show up for others the same way.