Nat’lReplubicO’BRay

30 years in IT Security. Real passions are Bitcoin / philosophy / spirituality. Married to the Woman of my Dreams

[Nat’lReplubicO’BRay @braysec1]

Helps me deepen my contextual understanding of the current price action, notwithstanding the Bear Market. Value is shifting rapidly with the AI capabilities advancing as they are. Capital chasing the latest trade. A major shift in awareness(store of value)could happen with the collapse of a more traditional market. Once the market has a GFC type moment, that highlights the relationship between abundant intelligence meeting fixed supply… wowza

[Nat’lReplubicO’BRay @braysec1]

@BTCTimescom @Excellion Not Live… at least not in my account

[Nat’lReplubicO’BRay @braysec1]

@BoBbyPleWniaK I exited my position once I looked at their PE, thought about the China AI & Robotics competition

[Nat’lReplubicO’BRay @braysec1]

@DimitrisTsint @RattlerGator @_The_Prophet__ 💯. The real “signal” here is advance messaging about a future Govt action, such as taking over control of the frontier models to “save” us

[Nat’lReplubicO’BRay @braysec1]

@pete_rizzo_ they're just called Stablecoins now

[Nat’lReplubicO’BRay @braysec1]

@Spider_Gorilla @grok @TheNewGrid @TeslaBoomerMama Same. Pretty sure mine was an employer policy issue

[Nat’lReplubicO’BRay @braysec1]

@roxom Brilliant. El Salvador is proving it’s the land of the free

[Nat’lReplubicO’BRay @braysec1]

@InTheAssembly Switching costs are minimal… everyone has at least three maybe four similar platforms

[Nat’lReplubicO’BRay @braysec1]

Reading Accelerando in this tube of the world is wild @alexwg

[Nat’lReplubicO’BRay @braysec1]

@bramk Brilliant

[Nat’lReplubicO’BRay @braysec1]

@LEAPTRADER_ options

[Nat’lReplubicO’BRay @braysec1]

@BrianRoemmele this is partly why i exited my TSLA position. "but the cars", i can hear them say... same exponential will push operating margins in that space down to the marginal cost of production

[Nat’lReplubicO’BRay @braysec1]

@NeilJacobs what was the tweet

[Nat’lReplubicO’BRay @braysec1]

@paulsaladinomd heading there tomorrow to look at homes! Pura Vida

[Nat’lReplubicO’BRay @braysec1]

@talhof8 Great article. After selling into the F500 and F2000 for 30 years, i would surmise that a lot of the companies that would never prioritize InfoSec previously, will either get powned and go out of business, or be replaced by a more nimble AI oriented competitor

[Nat’lReplubicO’BRay @braysec1]

@DanielMiessler @Scobleizer I’ve been in cyber security for 20 years and can attest to the incompetence

[Nat’lReplubicO’BRay @braysec1]

@om_patel5 wow, blackmirror

[Nat’lReplubicO’BRay @braysec1]

@BrianRoemmele Chilling yet Brilliant. My wife and I have had standing weekly check-ins from week 1. Tech free meals, always

[Nat’lReplubicO’BRay @braysec1]

My concern with TSLA is two fold… 1)the insane 237x multiple, I know but they are going to do insane things. I’m a huge fan… 2). The pace of advancement in AI is obviously incredible. The more I see, the more I question the moat for both robotics and FSD. Launching rockets into space though is another moat on an entirely different level

[Nat’lReplubicO’BRay @braysec1]

@_The_Prophet__ brilliantly surmised