Mike

[Mike @Laugmi01]

@MartinShkreli have you ever looked at DNLI? Launched first drug in hunter syndrome. Reported strong start to launch yesterday.

[Mike @Laugmi01]

@pati_marins64 Hello did you publish this yet? Would love to read.

[Mike @Laugmi01]

@Rob1Ham @PortlandHODL Thank you. Is going back to coinbase ok for now or as you red team are you concerned a major exchange could have unknown vulnerability?

[Mike @Laugmi01]

@LynAldenContact Hi Lyn, many of us have high confidence in your technical expertise. Any thoughts related to the cold card vulnerability that has been exploited?

[Mike @Laugmi01]

@LukeGromen You’ve said paper gold markets are used to suppress gold price and absorb demand. Why would that change now or in the next year or two?

[Mike @Laugmi01]

@stoolpresidente Foul!

[Mike @Laugmi01]

@EthicalSkeptic Where are the safest places in US? Rockies?

[Mike @Laugmi01]

@abcampbell @GRQ88 @ROIMAXING Ramble sub here. Any non K-1 ETFs you like for exposure to your idea? TILL?

[Mike @Laugmi01]

FFTT sub here. How do you think about the counterparty to your cash positioning being the us gov? They are trying everything to push markets up and oil down. A couple weeks and it won’t matter? Or will you jump back into equities if there is a durable deal? Earnings have been good so far. Are you still expecting a whoosh? Thanks for your great work.

[Mike @Laugmi01]

@Noahpinion But they aren’t baseload power right? Their intermittency is a big problem and it’s prohibitively expensive to build grid level battery storage, isn’t it? Plus if we actually built nuclear power at any point in the last 25 years, instead of 8trn wars, that wouldn’t be the case.

[Mike @Laugmi01]

@bryan_johnson How do you think about testicular health and sauna? Does it get too hot for em? Do you do cooling regime as part of sauna or separate protocol? Thank you.

[Mike @Laugmi01]

@LukeGromen FFTT sub here. Could you please share thoughts on gold miners here? Imagine oil is a large input to their costs. Would you be selling to buy back lower? Holding pat? Or adding on any weakness? Thanks as always for your great work.

[Mike @Laugmi01]

@abcampbell Btc

[Mike @Laugmi01]

@LukeGromen @ctindale FFTT sub here - how are you thinking about gold miners given oil/energy backdrop. Must be important cost input. Just holding through? Or rotating out until a miner sell off? Perhaps you could comment in your next subscriber question YouTube. Thank you for your research.

[Mike @Laugmi01]

@LukeGromen Hypothetically how would a fast resolution to Iran war impact your thesis? What would change, if anything, within your investments? Recognize that will take months from here to get back to pre war. But will market will know that is coming and look through?

[Mike @Laugmi01]

@LukeGromen What is the transmission mechanism from strong dollar to treasury and equity market dysfunction? Can you elaborate on the double entry book keeping that makes you confident this will happen?

[Mike @Laugmi01]

@abcampbell Who wins next in your opinion?

[Mike @Laugmi01]

@DarioCpx @grok what would happen to price of silver ETFs in this scenario

[Mike @Laugmi01]

@LukeGromen Full sub here! You and doomberg reference each other a lot, seem to have similar views, and I get a lot of value from both (thanks!) however you seem to disagree on energy. Why?