Zubin

Alvheim Capital | LK Ventures
Tweets are not investment advice.

[Zubin @binescap]

Liquidity is the mover of markets.

[Zubin @binescap]

@Devon_Eriksen_ This is the best post I've seen on X by a long margin.

[Zubin @binescap]

@FascBear A man that complains instead of adapting situationally & being opportunistic isn't a man at all.

If they're mostly at home, they're on dating apps.

If they're not in their homes,

- and are a social butterfly, then events, concerts & clubs
- not social, book shops & libraries

[Zubin @binescap]

@iAnonPatriot We did better marches in school.

[Zane Hengsperger @zanehengsperger]

i think we will look back in 25 years and realize that we misallocated time, talent, and capital at an absurd magnitude

we built unicorns solving lazy problems like food delivery

all while since 2000, US steel production has dropped 34% (108M tons to 71M tons), we lost 5.8M manufacturing jobs, and China now produces 57% of global steel vs our 4%

[Zubin @binescap]

@DavidBCollum @RichardHandler7 Private credit has really been crazy.

[Dr. Ryan Welage @DrRyanWelage]

The truth about why a cell turns cancerous, and how to prevent it (a thread)

The current mainstream medical narrative of how cancer cells develop is that cells accumulate mutations in the DNA in the nucleus of the cell, and that those accumulated mutations eventually lead to the cell turning cancerous. However, this is not the primary driver of carcinogenesis, in my opinion.

Cancer is, in my opinion, primarily a mitochondrial disease, and occurs as a downstream result due to damage to the mitochondria, especially to the Complex 1-5 machinery in the mitochondria, with resulting loss of thermodynamic efficiency of the Electron Transport Chain + Oxidative Phosphorylation coupled mechanism, which produces ATP in the mitochondria in almost all cells. It is my hypothesis that, when the cell loses energy and thermodynamic efficiency of energy production in the mitochondria past a certain critical point (yet doesn’t undergo apoptosis), the transcriptional profile of the cell undergoes a massive shift, with the resulting new phenotype of the cell being that of a cancerous cell. This is actually an ancient evolutionary mechanism and adaptation of cells, which evolved to help simple single-celled organisms survive. However, when this mechanism goes awry, and is turned on, permanently, as opposed to for brief periods in emergency situations, this leads to decreased cellular energy, increased oxidative stress and inflammation, decreased redox potential, increased rate of aging, and can ultimately result in cancer.

[Zubin @binescap]

@SeekandExpose @WarClandestine That's what the mineral deal is for I presume. It creates leverage for the US to secure major financial power which will ensure Ukraine follows through on promises.

[Zubin @binescap]

@datepsych True. Someone wise once said "Power comes in response to a need, not a desire. You have to create that need".

[Ethical Skeptic ☀ @EthicalSkeptic]

ECDO Continues to Get Stronger as a Theory

Elegance founded on probative observation and successful prediction is always preferable to Narrative simplicity built on unchallenged assumption.

https://t.co/PrqIlZamfz

[Zubin @binescap]

@alexpaguis @LinusEkenstam @SayHelloMarcus This is all publicly available information though. You'll be surprised just how much information you can find on chemical synthesis of various controlled substances on Wikipedia even. Don't even need the internet, just a local copy of wiki to refer to.

[Zubin @binescap]

@rohitdotmittal They don't need to know anything about AI. These are outsourced 'service' jobs. Menial labor activities such as labelling images and providing captions for videos which is then used as training data. They're not engineering core AI. It's all support roles.

[Zubin @binescap]

@milindmghosh Now let's compare their inflation rates and standards of living.

[Zubin @binescap]

@InvestwithAnkit @sandipsabharwal Spot on my friend. India got out way better than everyone else in the past financial crises as well. People are angry because their investments are in the red. Well, a central bank has to make decisions looking at the country, macro factors, and what lies ahead.

[Will Manidis @WillManidis]

you can waste your entire life overthinking it: the window will slam shut, they will move on, your coffee will get cold, and you get tired and old. just act decisively, stop thinking so much.

[Zubin @binescap]

@SubramanianKri GST because of input tax credit, has to recognize the relative complexity and steps in the production of a good or provision of a service. Caramel popcorn involves extra materials and likewise for the other forms. This change will also allow for precise tracking which is ideal.

[Zubin @binescap]

@aravind @nsitharaman @narendramodi IT cell main id se aao

[Andrew D. Huberman, Ph.D. @hubermanlab]

Hosted an expert MD/PhD in ADHD this week. Turns out it may be a circadian disorder, which explains why so many adults now have it, why regular sleep-wake, meal, exercise times help & counterintuitively why stimulants for ADHD help people sleep better (if taken in early day).

[Master Metabolism @lowmegatron]

Seed oils are increasing estrogen receptors in the hypothalamus of the next generation.

“ER-alpha and ER-beta protein levels in the hypothalamus were 1.5- and 2-fold higher, respectively, in the female offspring of high n-6 PUFA mothers than in the low n-6 PUFA offspring.”

[Zubin @binescap]

@albinder We actually got EMIs on groceries before petrol

[Zubin @binescap]

@KristjanBackman @modestproposal1 Precisely. These so called analysts and financial institutions haven't gotten to where they are by helping people.