Getting that big win in crypto is like being sick and needing one drug to save you but in order to find it, you have to try every other addictive drug and not get hooked otherwise it'll kill you.
Useful info for the new year:
So many people asked, so here we go, a long post full of alpha: cards, storage, storage/wallets, how to start new tokens, residencies, security, articles, websites, etc.
- Cryptocards: https://t.co/tk4z05uNaj
- Top crypto debit cards:
https://t.co/HbJC5tolPZ
- Storage large accounts:
1: https://t.co/5s3Vwa0cj1
2: https://t.co/Lgjd0AXhLk
3: https://t.co/Hrcga5h8Jd
4:https://t.co/9BzVKP2YOo
5: https://t.co/Xh3ovurj0Z
Crypto-friendly (digital) banks:
- https://t.co/pFdOUlD1Qn
- https://t.co/AXi0oUg3Vx
Crypto-friendly (digital) swiss banks:
- https://t.co/caJJUwszLP
- https://t.co/LiyXspfQM8
- https://t.co/ye2pYGZKRx
- https://t.co/LIduNpvCEW
- great bitcoin products (mining, wallets etc): https://t.co/O2VSiyD7Ew
- info citizenships, wealth protection, residencies etc: https://t.co/aHUkqVRV8o
https://t.co/1ZaH7XYYoa
- cycle indicator: https://t.co/lZ7WeVbTjE
- bitcoin(dot)live: worth it imo, if only for bob loukas´ updates
- tools for token projects en new projects: https://t.co/2hUBK1WLTd
- vultisig multi-chain crypto wallet: https://t.co/sQpswQkFrU
- forecasting for a complex world: https://t.co/gz290K2CoA
- visual capitalist, great info: https://t.co/CGHvNUWjAR
- prepare for black swans: https://t.co/Cx4O9fiBEG
- crowdfunding projects: https://t.co/8z5Y2Fau9V
- invest online in growing food: https://t.co/ATPoo9K6GV
- rarewineinvest: https://t.co/az3PahZ6XQ
- how to fly first class cheaply: https://t.co/If9RNSSUaj
- to improve trading: https://t.co/OBV7q6P7yE
- quality security keys: https://t.co/a4NVAJFbOI
what i use for info on crypto:
- https://t.co/jZ7ysVSXFQ
- https://t.co/Nrtzk2YrW8
- https://t.co/7bo7oMpvZy
el salvador:
- https://t.co/r7g38hxE4a takes care of all residency stuff
- https://t.co/PJhbHQNT5T recommended to discover the country and real estate
dubai golden visa:
https://t.co/FcJVU8TIPb
paragua residency by investment:
https://t.co/3RTcoye9t8
----------------------------------------------------------
all articles and info i wrote: https://t.co/jFtv2hgWh9
https://t.co/3Smh4073RU
all pinned posts 1 & 2: 60 articles
1: https://t.co/2mV0p1v4Xb
2: https://t.co/Xjndaq1A7n
all spaces sessions of 2024:
https://t.co/rPNksAsAXd
recommended reading lists:
condensed: https://t.co/3hPLdN5ZwZ
extended: https://t.co/aqVkQEO33i
info-thread: https://t.co/CoShFYhWYa
security: https://t.co/0y6NMu7aGm
----------------------------------------------------------
This is just an indication. Not saying i use all of this, but had at least a serious look at all above. There is so much more. I am still an amateur on many of these subjects, but with some perseverance is not so hard to figure it out. Use chatgpt, grok, etc, but hope some of this helps
Gn
if you didn’t buy the bottom, it’s easy to have regrets
if you bought the bottom but sold too early, it’s easy to have regrets
if you bought the bottom and held until now, realistically—you’d still regret that you didn’t buy more
there exists an odd limbo-state for traders where no matter how well we’ve done we should have done better
it dilutes the satisfaction for your wins, and it magnifies the discontent of your losses
this is a miserable way to trade / live
lose the possibility to feel regret.
action or inaction; make a decision and accept the consequences before the market shows you the result
gather those results over a large sample-size and allow that to skew your decision making process over time
use hindsight to your benefit, not to sulk.
you’ll thank yourself in the long run.
TL;DR
The speaker argues that modern “influencer” figures (like Huberman, Ferriss, Chris Williamson) are essentially aggregators or “filters” of existing information rather than originators of it. Over time, they become perceived as the sources of truth themselves, leading to a broader “reflexivity” problem in society: perception drives outcomes more than any underlying reality. This cycle extends to politics and business, epitomized by figures such as Donald Trump and Elon Musk, who leverage influence and perception to gain real power. The speaker then extrapolates how this reflexive system, massive debt, and political-economic alignments lead to a potential future of fiscal austerity, a collapsing stock market, and a major role for crypto as an escape valve for wealthy individuals.
Detailed Sequential Summary
0:00 – 1:12 | Influencer Culture & Aggregators of Thought
The speaker introduces the idea of an “online literature” ecosystem, naming individuals like Andrew Huberman, Tim Ferriss, and Chris Williamson.
These figures produce multi-hour interviews or conversations but do not originate their own ideas; rather, they filter or relay other people’s thoughts (academics, top athletes, research studies, etc.).
The “lack of accountability” is highlighted: they cite studies or claims without necessarily implementing or proving these in real life.
1:12 – 2:14 | Huberman & The Cycle of Becoming a Source of Truth
Andrew Huberman is used as an example of someone who aggregates others’ research. Huberman himself admits he is “taking info off the internet and putting it on the internet.”
Over time, as these people produce endless content, they become the content itself. Their audience begins to treat them as the final source of truth.
The speaker points to how Huberman once famously said you should not consume coffee in the morning, basing it on certain studies, and stuck with this claim even when new evidence questioned it. This demonstrates how they can get trapped in consistency rather than updating their stance.
2:14 – 3:03 | Unaccountable Recycling of Creativity & Facts
The speaker describes this influencer process as a “recycling of creativity and fact.”
Once the influencer has enough credibility, their statements become accepted truth without much direct accountability or personal experimentation.
3:03 – 3:49 | The Business Model of Influencers
Much of the influencer model runs on ad revenue—by translating “complex” or out-of-reach information into digestible content.
Once they build a reputation, they sell products (e.g., supplements like Athletic Greens, products like Eight Sleep) to their audience.
3:49 – 4:31 | Hallucinations Become Truth
Influencers can start “hallucinating”—they go beyond the actual data.
Those hallucinations still become accepted truths once the influencers reinforce each other (e.g., Lex Fridman interviewing Andrew Huberman).
The speaker compares this to reflexivity: once these hubs grow large enough, they create self-reinforcing truths.
4:31 – 6:01 | Donald Trump & Mark Cuban Examples
Donald TrumpTrump’s actual business track record (bankrupt casinos, failed brands) was overshadowed by the public perception that he was highly successful, leading to The Apprentice TV show success.
The perception of success became self-fulfilling.
Mark Cuban & Shark TankCuban sold https://t.co/wWNxcC0k09 at the height of the dot-com bubble for a huge payout.
On Shark Tank, he plays the role of a savvy investor, though data suggests the Shark Tank investments did not actually perform well.
Nonetheless, the show fosters a public perception of business expertise.
6:01 – 7:04 | Aggregation → Source of Truth → Political Power
Individuals start as aggregators of information or capital, build credibility, then transition into “the source of truth.”
Donald Trump carried that a step further to win a political office.
Elon Musk similarly leveraged public perception to build Tesla’s valuation and brand, which the speaker sees as relying heavily on subsidies and political decisions rather than purely on tech innovation.
7:04 – 9:13 | Tesla, Perception, and Subsidies
The speaker claims Tesla’s success is a product of government subsidies, cult-like shareholder base, and Elon Musk’s understanding of “how the world really works” (i.e., perception drives capital flows).
Musk recognized that climate science concerns, government clean-energy mandates, and subsidies were an opportunity.
Once political forces in California turned hostile, Musk pivoted away, moving operations to Texas.
9:13 – 10:47 | Politics, Subsidies & Shifting Alliances
The speaker notes Musk’s shift from left-leaning political alliances to the right, once he was essentially snubbed by the climate political establishment.
The fundamental point: Tesla’s triumph is more about politics, perception, and tapping into subsidy flows than about pure technological breakthroughs.
10:47 – 12:46 | Historical Irony of “Tesla” & Meritocracy
The company naming itself “Tesla” is ironic, given Nikola Tesla died broke as a brilliant inventor who lacked marketing/sales prowess.
Elon Musk, the speaker says, is the inverse: a master of sales and proximity to power.
Real inventors and scientists often get overshadowed by those who wield political and sales skill.
12:46 – 14:11 | “Crossing the Rubicon”: Musk Buys Twitter
Musk realized he needed to politically align with the right.
Buying Twitter was a key move in controlling a major communication platform.
Traditional media was mostly anti-Trump, so Twitter—if turned into a pro-Trump or “right-friendly” platform—could deeply influence the next elections.
14:11 – 16:33 | Government & Media Integration
The speaker discusses the intensifying connection between government and social media:The FBI’s interest in Twitter.
Biden administration’s dislike of Musk’s Twitter ownership.
The existence and creation of Blue Sky, which the speaker criticizes as another control mechanism.
They claim these developments illustrate how controlling information is a central political strategy.
16:33 – 19:09 | New Normal: Media as Part of the Government
With Trump still prominent, and now Musk controlling a major media platform, we have a new alignment where the government and media can merge.
The speaker laments that media should be a check on government, but now it risks becoming an outright propaganda arm.
Past examples (like deplatforming during COVID) show how swiftly narratives get enforced with tech–government collaboration.
19:09 – 22:20 | The Train Has Left the Station
The speaker believes that once the state merges with major media/tech, there is no way to resist.
Technological advances (drones, AI, facial recognition) render any mass uprisings or violent resistance infeasible.
This new era is locked in and unstoppable.
22:20 – 23:31 | How We Got Here
The speaker traces the chain of events back to the rise of influencer culture and reflexivity: aggregators become truth-tellers, then major political-economic players.
Figures like Trump and Musk eventually dethrone the existing establishment but still rely on the same reflexive dynamic.
23:31 – 25:05 | Debt & the “Fake” Economic Boom
The world has been running on huge amounts of printed money since the 2008 global financial crisis.
Tech profits and valuations reflect easy money and stimulus rather than genuine productivity.
The speaker notes the Eurozone’s weaknesses and China’s return to communism further strengthen the U.S. dollar position by default.
25:05 – 28:00 | Possible Role of AI in Authoritarian States
The speaker entertains the possibility that AI-driven surveillance could make communism “work” more effectively by removing corruption and inefficiency from administration.
If China leverages AI to run a highly efficient surveillance state, that could challenge U.S. dollar dominance.
They also mention the Eurozone might break apart, creating multiple currencies, which could be bullish for the dollar but uncertain for global markets.
28:00 – 29:36 | Inevitable Fiscal Crisis in the U.S.
The speaker predicts the U.S. stock market collapses if there’s real fiscal austerity.
If the government does not impose austerity, inflation will spiral, hurting faith in the currency.
They see austerity as more likely, because letting inflation run wild would risk collapsing the bond market and the dollar.
29:36 – 33:09 | Trump’s “Dominant Strategy” & Market Implications
The speaker posits that if Trump (or a similar administration) takes power, they will have to impose harsh fiscal austerity because of unsustainable debt.
This will crash the stock market.
In that scenario, propaganda or direct control of media becomes crucial to maintain political support.
The speaker envisions a “post-WWII-style” propaganda push to promote austerity and U.S. bonds, even while the economy collapses.
33:09 – 35:04 | Managing Public Outrage & Potential Political Fallout
Austerity will be unpopular; historically, it leads to social unrest and could usher in a far-left backlash.
Thus, the administration would want to shape narratives aggressively (via Twitter or other controlled outlets) to retain power.
The speaker notes that if they fail, a left-wing administration could later gain power and prosecute the outgoing right-wing leadership.
35:04 – 38:00 | Impact on Risk Assets & Crypto’s Role
Risk assets (stocks) “will blow up” in a major crash.
However, the speaker argues that crypto will remain vital because it provides an off-ramp for high-net-worth individuals who need a hedge against a potential government crackdown, currency crisis, or left-wing revolution.
The speaker expects deregulation of banks and legalization of crypto to accommodate capital flight by the wealthy.
38:00 – 41:09 | XRP, Banking Cryptos & Escape Valves
The speaker focuses on “banking-focused cryptos” (like XRP) as the prime beneficiaries under a Trump/Republican scenario that cuts financial regulations.
The real use case: wealthy elites moving wealth out of the system if political or economic conditions become too volatile or repressive.
They emphasize that “transaction bank” use cases (like remittances) are less relevant than private wealth management and investment banking use of crypto rails.
41:09 – 43:22 | The Structural Logic of Crypto Adoption
Because Switzerland no longer offers as much secrecy post–Credit Suisse collapse, crypto is a more appealing safe haven.
Wealthy people won’t accept even a 20% chance of losing everything to a political or economic upheaval.
Thus, the speaker sees unstoppable money flows into crypto from those who fear a meltdown of the reflexive “fake” economy.
43:22 – 44:19 | Conclusion & Final Rationale
The speaker created their own cryptocurrency (Postfiat) for these same reasons.
They circle back to the reflexive nature of society: we have systematically elevated non-meritocratic “aggregators” to power.
This structure ensures that crypto, specifically tailored to banking/wealth management, will be a critical “escape hatch” when austerity and media–government integration fully converge.
Don’t expect your family or friends to understand this journey.
It’s a decision you’re going to have to make by yourself, the entire journey of becoming a professional trader is a solo mission.
Don’t feel down about it, chin up.
The people will come to you once you make it.
sentiment is at lows, while Bitcoin trades at highs.
seems a lot of people have succumb to the crippling anxiety of having missed opportunities in recent days
Fear is the mind killer, and the first word of FOMO is ‘Fear’.
listen up, I’m going to share alpha with you:
it doesn’t matter.
you are the result of your decisions; come to terms with them, accept them, and lack the ability to feel regret regardless of the end-result
if you sulk about variance, then you disallow variance to ever play into your favor whenever you make the ‘right’ decision—meaning when you finally find the courage to bid, and your thesis is correct, you’ll be too traumatized by your ‘underperformance’ from prior events in order to follow through
in markets, but especially in crypto, you have the ability to experience a miserable, woe is me, sequence of events, because that is the mindset of which you have pitted yourself in, and your perception becomes your reality
break that.
become a perpetual optimist. find the silver lining in all things market-related. for every ‘pro’ there’s a ‘con’; find your middle-ground, and execute when you can warrant it.
you are working on your own timeline, and with your own context—judging pros and cons using your own discretion
where one person has conviction, you may lack it; vice versa
there’s nothing wrong with that.
but if you were to sulk about every missed opportunity, just know that there is always a reason to be sulking
don’t fret;
opportunity is abundant.
and opportunity has an uncanny way of finding those that are optimistic, and persistent.
keep going.
If you wake up after 4-5 hours of sleep & find it hard to go back to sleep, it’s likely you offset your primary sleep drive (due to adenosine buildup etc). The next 2-3hrs of would-be sleep is when learning associated brain changes occur. 3 things help in this scenario. (Thread)