Zach Katz

blockchain philosopher

[Zach Katz @__katz__]

@CommodMkt Hey genius did you consider the fact that ships are getting through

[Zach Katz @__katz__]

Time is money. Invest wisely.

[Zach Katz @__katz__]

In diverse populations, flaunting of wealth is common. I am better than "them". In homogenous populations, it is grotesque to be immodest in this way; WE are in this together.

If you've ever played a team sport or literally just had good friends, you understand the psychology at play. For all our modern intellectual enlightenment, tribalism and human emotion run the world.

[Zach Katz @__katz__]

Yes, 6/5 could’ve been the start of a significant stock market correction. And the reason is not because the move was so large — Liberation Day was larger — it’s because it was so large on the back of a weak catalyst. That alone has a huge impact on investor psychology, especially given current valuations and conditions.

[Zach Katz @__katz__]

The years when many modern young adults STOP or reduce their training (22-27) are exactly the most important years of physical training in your life, as they dictate your adult fitness for DECADES to come.

Then, after 5 years of beer and sitting, the friction has compounded and it’s much harder to reverse course.

1 hour weightlifting is NOT enough. You must build yourself into an excellent MOVER in all aspects.

These years are when the body craves the most challenge and work in YOUR LIFE.

[Zach Katz @__katz__]

On financial super-apps like $HOOD: perhaps your retirement portfolio shouldn’t be in the same place as sports betting/prediction markets? Some segregation of services should be necessary to attract serious inflows.

Agentic finance angle is interesting, watching execution closely.

@vladtenev @RobinhoodApp

[Zach Katz @__katz__]

https://t.co/2ehr4ljehH

[Zach Katz @__katz__]

Should I make my profile picture me speaking on stage so everyone knows I’m gay?

[Zach Katz @__katz__]

@JustDeauIt What indicator do you use to determine when shorts are overextended? IMO that is the #1 thing I'd look at to time the recovery rally. It's liquidation cascades that spark moves in today's market.

[Zach Katz @__katz__]

Apparently this is where you’re supposed to be buying crypto but how are you supposed to make those necessary taps and clicks when your massive testicles are in the way.

[Zach Katz @__katz__]

The year is 2025 (8 months ago to be precise).

1 Bitcoin is worth $125,000

[Zach Katz @__katz__]

It doesn't matter if a handful of ships are being guided out of Hormuz because they'd be idiots to come back under these circumstances.

Ignore the back end of the curve, it's speculation.

20% of global oil, offline. Reserves can't absorb the shock for much longer. Less driving, less spending, less revenue.

Are You Paying Attention?

[Zach Katz @__katz__]

Chevron CEO: “Markets not pricing how royally fucked we will be if this doesn’t end immediately”

https://t.co/Mflhc6OfCB

[Zach Katz @__katz__]

🪶

[Zach Katz @__katz__]

How to play this bear market: wait until an agentic finance product is actually useful and then long immediately.

[Zach Katz @__katz__]

while (negotiations) {
portf = nasdaq
}

portf = strait == shut ? oilMajors : crypto

[Zach Katz @__katz__]

@chasef07 It's very business dependent. Value creation != value capture. It's okay to capture.

[Zach Katz @__katz__]

Building in public is dumb. Guard your company secrets.

[Zach Katz @__katz__]

My Gudauri ski chalet accepts bookings in USD₮ and GEL₮

[Cointelegraph @Cointelegraph]

🇬🇪 NEW: Tether and the Georgian government plan to launch GEL₮, a Georgian Lari stablecoin under the country’s new digital asset framework.

[Zach Katz @__katz__]

Yes, well it's priced as if it doesn't matter because of AI exuberance and ignorance/disbelief. Right now it's contrarian to believe this isn't resolved soon(https://t.co/XXxLJb3PmK). But the reality is that Hormuz is one of the strongest levers on the global economy and it's gonna start showing up on earnings. To me, that's where it gets interesting -- big opportunity if we're right.