cherry2m00n

on a little journey to read more, learn more, and grow more (also guilty of eating a little too much oops)🍒✨

[Anatoli Kopadze @AnatoliKopadze]

instead of watching 2 hours of Netflix tonight, watch this Stanford lecture

it's the clearest explanation I've seen of how ChatGPT and Claude actually work

useful whether you've never touched AI in your life or have been using it every day for the past year

i took the key ideas and turned them into a practical guide on how to actually get 100% out of AI

you can find it below with ready-to-copy prompts and solutions

[Elon Musk @elonmusk]

SpaceX was less than 10 people back then. We didn’t even have office furniture.

[ً @artfuIchaos]

fuck her brains out till she stops overthinking and kiss her after in the most reassuring way.

[Psyche Wizard @PsycheWizard]

There's a Japanese legend that I love:

[✉️ @seoraehaejun]

"my wife yejin-ssi who's sitting here and my beloved son, thank you so much for your support during filming. i want to say how grateful i am to you both and how much i love you"

[Chicken Genius @chickengenius]

Hi rest of the world.

In Singapore, we hate money.

This picture is the cost of a car certificate that expires in 10 years.

ON TOP OF:

9% GST
$350 registration fee
320% of the Open Market Value
20% Excise Duty on the Open Market Value

Money means nothing. We hate money.

[Movez @0xMovez]

This 8 minute video by Nassim Taleb will show you how a 70-year-old formula used by quants separates top traders from bankrupt ones

Bookmark & watch it. It will change the way you trade forever. Then read the post below

[liminal @Liminal1988]

I'll say a man who is careful with my feelings and never makes me doubt my worth.

[Steve Burns @SJosephBurns]

Charlie Munger: 5 Things Most People Waste Money On (Wealth Destroyers)
https://t.co/kn9FJbmPPl

[Steve Burns @SJosephBurns]

Have you ever read a trading or investing book by an author that was so good it made you want to read everything else they've written? ⬇️ 📚

[Climb That Ladder @ActuallyClimber]

Why did my MetaPlanet models fail? See below. Could I be wrong again? Of course. MNAV may bounce. It’s not something Simon or Dylan or any of us can control. I have the utmost respect for them.

All my models were based on mNAV premium arb before eventual compression to 1, but the compression occurred very quickly. Tons of new companies didn’t help as everyone fought for inflows.

I did great buying MSTR leaps late 2022 within a day of the low. I did great calling the top in Nov a day before it hit. I’ve also made a lot of mistakes (celsius/ BlockFi/voyager) and have done my best to be transparent about those. The receipts are there and I don’t think I’ve ever deleted a post.

I don’t claim to be like Warren Buffet or anyone else. I have no degree. I retired at 39 after lots of ups and downs trading the markets for years while working as an electrician in a steel mill with 60k to my name and no home or car or job at one point in 2020.

I’ve made lots of money as a bear and a bull since then, buying puts at the beginning of COVID and calls as the recovery began. I usually go opposite of the herd which is usually opposite of recent price action as I love to catch reversals.

With Metaplanet, I started out bullish at $2.50 late April, stayed bullish through the highs and only turned neutral recently. It’s only bearish compared to my previous bullish predictions, though I have grown skeptical about pref yield calculations and expected Bitcoin CAGR.

I’ll likely exit most treasury company positions this year, but still imagine there will be long term winners. It comes with added risk of just holding Bitcoin, and as potent as Bitcoin’s potential returns are, to me a high % allocation isn’t necessary.

Everyone’s situation is different. Everyone’s assumptions for these markets are different. To those saying my capitulation is likely the bottom signal, I hope you’re right, but if you think I’m wrong, share your models or assumptions. Wishing everyone the best. I’ll continue posting about various topics including these companies.

[현빈jpeg @hyunbinjpeg]

🐰: The best thing about my husband is he’s never once said, “I want you to do this.” or “Don’t do that.”

Hearing Son Yejin’s words about Hyun Bin reassures me that I chose the right person to stan, a rare kind of man nowadays. 🥹🤍

[Steve Burns @SJosephBurns]

Trading is the ultimate career.

A boss can’t fire you.

AI can’t replace you.

You can’t be laid off.

You can earn more in recessions.

Trading is your own business where you employ yourself.