Some big lessons I collected:
- Size bigger into high conviction plays
- Do not compare your gains to others
- Be comfy missing/ignoring 99% of things
- Trust your own system even more. It’s battle tested
- Time in the market matters
- Less is more
- Take profits
this is f*cking gold
How to build your first AI agent (Full guide)
if I had this a year ago, I would've shipped my first app in a day instead of 2 weeks
in the right hands, this changes everything:
I genuinely don't understand why everyone isn't using this yet
Andrej Karpathy, a co-founder of OpenAI, posted a simple idea that hit 16 million views: stop using AI to write code, use it to build a second brain.
You point Claude Code at a folder, drop in any source, an article, a transcript, a PDF, and Claude reads it, links it, and files it into a living wiki of everything you know. It compounds like interest, the more you feed it, the smarter it gets.
Here's the whole thing:
> Install Obsidian, create a vault, open it in Claude Code
> Paste Karpathy's wiki idea file and tell Claude to build it
> Claude makes three folders: raw for sources, wiki for its pages, a CLAUDE.md that runs it
> Drop any source into raw and say "ingest this"
> Ask questions across everything, forever
Five minutes to set up, and you never start from a blank chat again.
Full step-by-step guide with Claude and Obsidian, link below.
Bookmark this
Honestly didn’t expect to hit this hedge so quick but $BTC long hedge filled at 62k to hedge out my short.
Continue to enjoy this dip as I hide out in stronger pastures 😄
Almost 4 years ago I shared something that still works to this day
CB wick leads the way and fills more often than not
I share trades but don't forget the extra things I share over the years
Its for you to learn and be better yourself
Just for fun, I turned my Hyperliquid airdrop model into a usable site so you can enter in your metrics (or pull them via wallet) and tweak airdrop assumptions.
Estimate your Season 3 airdrop here:
➜ https://t.co/T6iGzFYWzy
In comments in one of my posts I came across a person with no risk target for his portfolio and a view that his job is to maximize return without regard to risk. I said the job of every investor is to know what their risk tolerance is and hold a portfolio that takes roughly that risk. Here's my comment
Here's what I do. You decide if it's useful. There is a level of change in my wealth that I find to be 1) absolute noise. There is a level I find 2) slightly annoying. A level I find that 3) pisses me off but doesn't upset me. A level that that cause me to 4) loose sleep. A level that causes me to 5) act to ease the pain. Those are personal to me. But I assure you everyone has levels like this. I have learned that 4 and 5 are not something I am willing to experience. I have and I don't want to again. So I operate somewhere in the range of 3-4. Which for me place me at a risk target that I can manage and I acccept the expected return that it provides.
IF you have never experienced all these levels it's fair to say you aren't taking enough risk but ideally you don't have to experience them and can just imagine them. The risk of actually experiencing a level 5 event is it could turn into a level 6 event which could be a life changing loss or a level 7 which would be a loss so horrible you could not recover to anything like your current lifestyle. All of those risk levels are out there for you to experience and I encourage you to really understand that and hold a portfolio that takes risk but doesn't allow for 6-7 at all. Even an unlevered portfolio is shockingly levered when you consider your future liabilities of paying for your lifestyle and your families education etc.