Steffen Buessecker

Natural catalysis at the mineral-microbe interface | Staff scientist @Stanford | former @NASAPostdoc 🌎 🧫🌋

[Steffen Buessecker @earthmicrobe]

“About politics to be sure, I still get dutifully angry, but I do not bat my wings anymore, I only ruffle my feathers.”

~ A. Einstein

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump releases a statement on crypto.

“Trump will never let crypto down,” he says.

[TheGrkportfolio @grkportfolio]

Everyone is screenshotting Aschenbrenner's $8.5B of fresh semiconductor puts as the AI top call. Read the rest of the filing. He kept the infrastructure longs and bought the power and the miners with both hands.

Situational Awareness just filed its 13F for the quarter ended March 31. The cropped headline is roughly $8.5B notional in new puts across SMH, NVDA, AVGO, MU and TSM. The part that gets left out: his single largest position is Bloom Energy, and he aggressively added CleanSpark, Riot and IREN. Strip the screenshot and the structure is clear. He is long the scarce inputs, electricity and compute, and hedging the crowded, high-multiple silicon stacked on top.

That barbell is the book I am already running. Roughly 14% of mine sits in the same power-and-miner trade through Vistra, CleanSpark and IREN, the physical bottleneck he just leaned into. Where I sit on the other side of him is the silicon. I am long Broadcom and Micron at a combined 17% and choosing durability over a hedge, because Broadcom's custom-silicon backlog and Micron's HBM tightness are earnings stories before they are multiple stories. His puts are a volatility overlay on a thesis we mostly share.

The tell is the same for him and for me. If power and compute pricing stays tight into the second half, the bottleneck longs carry the book and the semi hedges are cheap insurance. If the AI capex cycle cracks, his puts pay and my Broadcom and Micron weight is what hurts. I am taking that trade with the risk named. Reading the filing, not the screenshot, and none of this is advice for your book.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The SEC is set to release its so-called "innovation exemption" for tokenized stocks which will pave the path for trading digital versions of securities, per Bloomberg.

Details include:

1. In a "surprise move," the SEC is leaning toward allowing the trading of tokenized assets

2. These tokenized assets would be tradeable on decentralized crypto platforms

3. The move could "reshape the landscape of the American stock market"

4. This would also be one of the US' biggest shifts into crypto infrastructure yet

Tokenized assets are rapidly expanding.

[Steffen Buessecker @earthmicrobe]

In case anybody is interested in an Iridium satellite phone with solar panel, open box, please reach out!

https://t.co/qVK2qxDlS4

[Steffen Buessecker @earthmicrobe]

@ChrisGloninger I think this is the wrong platform. Twitter has become too hostile for science and the reality we live in.

[Valerio Capraro @ValerioCapraro]

Fascinating paper just published in Science.

The authors analyze the career trajectories of top performers across multiple domains, including Nobel laureates, elite chess players, Olympic gold medalists, and more.

Their central finding challenges a common belief.

Intensive, single-discipline training at a young age does confer an early advantage, but this advantage fades over time.

By contrast, individuals exposed to multidisciplinary practice early in life tend to start more slowly. Yet, over the long run, they are more likely to reach world-class performance, eventually overtaking early specialists, who often plateau just below the very top.

An important reminder that breadth early on can be a powerful investment in long-term excellence.

Link to the paper in the first reply.

[Max Planck Society @maxplanckpress]

We’re moving our communication away from X! After 15 years, it’s time to continue the conversation somewhere new. This account will stay online as an archive – a little time capsule of science stories, discoveries… and to be honest, probably far too many posts about coffee! 😉

[Dr. John Bird 🇨🇦 🐧 🔭 @JohnBird001]

6 million-year-old ice discovered in Antarctica shatters records — and there's ancient air trapped inside https://t.co/mUgjQdnB2p

[Steffen Buessecker @earthmicrobe]

@gtconway3d Republicans play with fire here. If they go too much on defending Trump, this could backfire really ugly if new information will show him more implicated

[Steffen Buessecker @earthmicrobe]

@chyeaok @atrupar 💯

[Steffen Buessecker @earthmicrobe]

@TedPillows Because you already bought the ETH dip at $3800?

[Science Magazine @ScienceMagazine]

New dates for a long-debated New Mexico fossil site reveal that dinosaurs were thriving and regionally diverse until the end-Cretaceous asteroid strike 66 million years ago, according to a new study in Science. https://t.co/XMl7UqpXHa

[Steffen Buessecker @earthmicrobe]

@notcapnamerica Because they didn’t want to vote for the black lady

[Scuba Diving Magazine @scubadivingmag]

Talk about a lucky dive, an incredible encounter with two underwater giants.

Beautifully captured by Bill Bright diving in 📍Nusa Penida.

🎥 by IG user @kkabolls_

[Steffen Buessecker @earthmicrobe]

@SevenParr Engagement on Twitter with real people has never been lower. Half of those who liked your post are probably bots lol happens to me too.

[Planetary Society @exploreplanets]

Today we raised our voices for NASA. Nearly 300 space advocates from 38 states joined forces in Washington, D.C. to meet with Congress, stand with 20 science and education organizations, and demand protection for NASA’s future. 🚀

We mobilized to stop proposed 47% cuts to NASA’s science budget, defend dozens of missions at risk, and ensure America’s leadership in space continues and the world continues to benefit from NASA science.

Thank you to everyone who joined us in D.C. and around the country for this Day of Action.

We will not stop until we #savenasascience

[Steffen Buessecker @earthmicrobe]

@MarketsDotNews How is that even legally possible? The office of the President has way too much power.

[Steffen Buessecker @earthmicrobe]

I’ll leave it with that. Every word.

[Brian Allen @allenanalysis]

🚨 NEW: Netflix secretly recorded an interview with Dr. Jane Goodall in March, set to air only after her death.

In it, she says she wishes Trump and Elon Musk could be blasted into space… and closes with:

“Don’t lose hope.”

Now that’s a final message.

[Johan Rockström @jrockstrom]

Pope Leo blesses 20000 year old melting ice from Greenland Icesheet. His holy father stands by science and calls for humanity to protect God's creation, which is rapidly approaching irreversible tipping points.
https://t.co/XC8gJFSaL2