ma4ti4

Experienced Manager in financial services, overseeing a team in portfolio & project delivery. Based in Poznań, Poland. Family-focused & future-driven.

[Sun Liao @sunxliao]

For those asking me if there's a $HYPE ETF, yes there is... $HYPG is from the same issuer (Grayscale) as $ZCSH.

Last blue diamond, it went from $20 to $30.

Just got a new blue diamond on Friday.

Will be interesting to see how this goes... 🍿

There's also $BHYP with similar AUM.

[Metabolic Factor @MetabolicFactor]

This actually works, like magic🤩

[Dan Cole @CoachDanCole_]

A Stanford neuroscientist once confessed:

"Your belly is a storage tank for cortisol waste. Melt it with one habit before bed, and your whole life changes."

This is the 9 minute fix:

[Testosteryk @Testosteryk]

Dlaczego jedzenie samego mięsa postarza Cię szybciej niż brak snu (i dlaczego bulion to konieczność, a nie dodatek)

Większość trenujących osób popełnia ten sam błąd:
Jedzą kurczaka i piją WPC, myśląc, że to szczyt zdrowia.
W efekcie w wieku 26 lat mają siwe włosy, ziemistą cerę, strzelające stawy i wywalony kortyzol.

Dlaczego?
Mięso mięśniowe to niemal wyłącznie aminokwasy siarkowe (cysteina i metionina).
Ray Peat mówił o tym 40 lat temu, a najnowsze badania to potwierdzają:

👉 Nadmiar wolnej cysteiny uwalnia wolne żelazo z ferrytyny.
To żelazo wdziera się prosto do mitochondriów, niszczy centra żelazowo-siarkowe w łańcuchu oddechowym i blokuje produkcję energii (ATP). Komórki rdzewieją od środka i wchodzą w przedwczesną śmierć.
Żeby ugasić ten pożar, ciało potrzebuje GLICYNY.
A ponieważ w filecie z kurczaka jej nie ma - organizm wyciąga ją z Twojej własnej skóry i stawów. Dosłownie zjada samego siebie.

Rozwiązanie? Prawdziwy bulion kostny lub żelatyna
Bulion gotowany na kościach, łapkach czy ogonach (6–8h) to biochemiczne antidotum na pierś z kurczaka:
Zero cysteiny i tryptofanu (nie niszczy mitochondriów, nie obciąża tarczycy)

Bomba glicyny i proliny (neutralizuje toksyczność mięsa, obniża kortyzol i odżywia skórę)

Mój szybki patent:
Taki gar wystarcza mi na dobre 5-7 dni, a wystarczy kupić składniki, szpik kostny, szyjkę z indyka, czy ogon wołowy zostawić na 5-8h. Gotujecie wywar, a następnie dodajecie do ziemniaków i zagniatacie, efekt? Ziemniaki smakują lepiej a wy przemycacie glicyny i proliny

[THE BITCOIN PHARAOH @thebtcpharaoh]

The Road to the Big Print (and an ode to @LawrenceLepard)

There once was a Fed in a bind,
with forty-odd trillion behind.
They hiked and they swore,
till the bond market roared —
then printed, as Larry divined.

Sitting on my bookshelf, is the book Larry wrote on how this ends. This roadmap is my attempt at translating his thesis, expressed as a checklist. The milestones won't land in exact order and the timeline will surely bend, but I find it useful to track a general guideline, so nothing comes as a surprise. Thought to share it here in case others find it useful, and I’ll post updates as things progress.

Of course this could all be wrong and we teleport to $500K BTC.

Already happened:
☑ First Fed hike in 3 years — 25bp to 3.75–4.00%, with 16 of 18 officials projecting more
☑ 10-year at 5%, highest since 2007 — driven by debt supply, not inflation expectations
☑ Treasury buybacks deployed to manage the long end
☑ Gold ran to a $5,600 ATH on the fiscal math, corrected 23% when the Fed turned hawkish — central banks buying the entire dip
☑ Bitcoin's correction bottomed at $57.5K, down 55% from the $126.5K high. The September retest held $75K on the most hawkish Fed outcome available — a higher low, made on bad news, and it rallied off the announcement

Phase 1 — The Squeeze (now → December):
☐ BTC relief rally through $83K resistance
☐ BTC reaches the $84–92K zone (the levels: 83.9K, 86.7K, 92K), marking the first higher high since bear market
☐ Fed hikes a second time (October or December — the dots demand it)
☐ 10-year breaks above 5.25%
☐ BTC corrects to the $70–76K region on the second hike. Buyable.
☐ Consumer credit keeps deteriorating: card delinquencies and auto defaults pushing toward GFC-era levels

Between the phases: expect a 72–88K range lasting one to three months that convinces everyone bitcoin lost to gold. Rallies fade below the prior high, volume dries up, the feed is filled with "dead money." That boredom is the setup.

Phase 2 — The Strain (Q1–Q2 2027):
☐ A Treasury auction tails badly; bond volatility (MOVE) spikes
☐ 30-year through 5.5% (possibly to 6.0%) — the "invoice," as Druckenmiller calls it, arrives
☐ Equities enter a proper bear; something in credit breaks publicly
☐ QT formally ends; first "temporary market-functioning" facility launched
☐ The hiking cycle is abandoned
☐ BTC's last great dip: violent, into $65–75K, with the deep tail at the $62K base that held all summer. Gold turns up first

Phase 3 — The Big Print (H2 2027):
☐ First rate cut, framed as victory over inflation
☐ The Fed's balance sheet expands again under any name but QE
☐ Yield-curve control in function if not in name
☐ Gold reclaims $5,600
☐ BTC breaks its all-time high ($126.5K)
☐ BTC $150–180K — the first leg of the print

Phase 4 — The Repricing (beyond this roadmap, into 2028):
Once monetization is standing policy rather than emergency response, bitcoin stops trading as a risk asset and reprices as a reserve asset — against a gold market the same policy is inflating toward $7–8K. Fifteen percent of that gold market is $300–550K per coin.

The gauge that arbitrates everything is the BTC/gold ratio.

A government rolling $40 trillion of debt at 5% has two options: default or debase. Position for the choice they always make.

They'll hike, and they'll posture, and squint —
then do what they do: the Big Print.

bitcoin:native $MSTR

[Świat AI @swiat_ai]

Łapcie fajnego prompta na dziś.

Cały koncept to grid 9 nieudanych zdjęć z postacią, którą podłączysz do generatora obrazów.

Na poniższym przykładzie jest Jenna Ortega wygenerowane w GPT Images 2.5.

A więc wrzucasz sobie dowolną postać i wklejasz ten prompt, ale pochwal się też tym, co udało Ci się wygenerować 😉

"Use the uploaded reference image as the identity reference for the person. Preserve the same recognizable facial identity, facial structure, skin tone, hair characteristics, age, and overall appearance throughout all nine images. The reference image defines WHO the person is, not the pose, location, expression, clothing, lighting, or composition. Create ONE single image formatted as a clean 3×3 grid containing exactly 9 separate smartphone photographs of the same person. CORE CONCEPT: A contact sheet of “failed photos” — nine accidental, badly timed, imperfect phone pictures that would normally be deleted from the camera roll. They should feel spontaneous, mundane, funny and completely unplanned rather than intentionally artistic. Let the model freely invent one believable everyday location and situation for the person. Do not use a studio or staged photoshoot. The environment should feel like somewhere a real person could casually be photographed. Keep the general situation reasonably coherent across the grid, as if these photos came from the same short period of time. Each of the 9 frames should fail in a DIFFERENT believable way. Freely choose and combine realistic smartphone photography mistakes such as: a finger partially covering the lens, accidental extreme crop, face partly outside the frame, subject turning away at the exact wrong moment, blinking, awkward mid-expression, looking somewhere else, sudden head movement, motion blur, camera shake, missed focus, autofocus locking onto the background, accidental close-up, tilted horizon, strange low or high camera angle, blown-out highlights, harsh automatic flash, underexposure, backlighting, lens glare, messy foreground obstruction, another object crossing the frame, accidental pocket-camera perspective, or a photo taken half a second too early or too late. Do NOT make all nine images equally composed. Some can be close-ups, others medium shots or full-body shots. Some may barely contain the person's face. Allow awkward negative space, crooked framing, partial bodies, cut-off heads, clipped limbs, foreground obstructions and inconsistent camera distance. A few frames can be genuinely ugly or almost unusable. The person should NOT pose for a professional photoshoot. Their behavior should feel natural and unaware or only casually aware of the phone: walking, turning around, talking, reacting, fixing clothing or hair, sitting down, standing up, looking away, moving past the camera, laughing unexpectedly, or being caught between actions. SMARTPHONE REALISM: Authentic handheld phone-camera quality, ordinary computational photography, small-sensor look, imperfect autofocus, occasional digital sharpening, mild compression, realistic motion blur, subtle sensor noise, imperfect white balance, inconsistent auto-exposure between frames, occasional highlight clipping and low-light noise. Natural skin texture with pores, fine lines and small imperfections. No beauty filter, no skin smoothing, no porcelain or plastic skin. The photographs must NOT look cinematic, editorial, professionally lit, fashion-photography styled, or deliberately “aesthetic.” Avoid perfect depth of field, dramatic movie lighting, polished color grading, perfect symmetry and overly beautiful compositions. The charm comes specifically from the photographs being technically bad but emotionally believable — the kind of random failed pictures found while scrolling through someone's real phone gallery. GRID: exactly 9 photographs, 3 columns × 3 rows, thin simple separators, no text, no captions, no numbering, no logos, no decorative collage elements. IMPORTANT: Same recognizable person from the uploaded identity reference in ALL nine frames. Do not turn the grid into nine different people. Preserve identity even when the face is blurred, partially hidden, badly exposed, cropped, seen from an awkward angle, or caught in motion. Final result should feel like nine authentic accidental smartphone snapshots, not nine AI-generated interpretations of “bad photography.”

[High Yield Hustle @HighYieldHustle]

Money printer growth and income duos to look into if the sell off continues.

$IBIT / $XBCI Bitcoin
$SMH / $SOXY Semiconductors
$DRAM / $DRMY Memory
$QQQM / $TDAQ QQQ
$VOO / $OVL S&P
$CHAT / $GPTY AI

[TBird @TBirdV]

$UUUU Money where my mouth is. Had a smallish buy order at the gap which is filled now. Overweight Energy Fuels officially. Doesn't feel as good as I thought it would. #Uranium #REE

[Rafael Nasri @RafaelNasriX]

Cortisol = Jaw clenching
Cortisol = Waking at 3 AM
Cortisol = Belly fat that won't shift
Cortisol = Puffy face
Cortisol = Flat libido

One hormone. Every symptom. Simple fix:

1. Push your first coffee to 10am

[Mikołaj Ostrowski DIV OPT @MikolajOstrowsk]

W zalewie miernoty na YT, w tym tygodniu odsłuchałem dwa świetne materiały i każdemu polecam (linki będą w komentarzu):

1. Posłuchałem rozmowy z @RChodkowski i ta rozmowa jest z zupełnie innej ligi niż większość finansowego YT.

Nie chwali się portfelem. Nie sprzedaje sygnałów. Nie ściga się na stopy zwrotu. Zamiast tego pokazuje warsztat: dźwignię operacyjną, rerating, kupowanie zanim rynek zauważy, realną oceną zarządu. Totalnie bez nadęcia i z pokorą wobec rynku i wobec swoich niedoskonałości.

Formalnie mówi o New Connect. Ale zasady są uniwersalne dla każdego, kto inwestuje w wartość.

Rzadki materiał, w którym pokora idzie w parze z nieszablonowym myśleniem. Warto poświęcić czas.

2. Druga rozmowa, którą warto posłuchać to @rditrych Robert Ditrych u Olka Wandzla.

Robert to inny biegun niż Radek, ale obaj mają to samo: myślenie poza konsensusem, obaj tną straty i pozwalają zwycięzcom rosnąć, obaj kupują poza tłumem, obaj są brutalnie szczerzy co do granic własnej przewagi.

Uprzedzając: co ich dzieli: @RChodkowski łowi niedocenione małe spółki, koncentruje, gra na rerating w kwartałach. @rditrych trzyma kilkadziesiąt pozycji, ceni compounding i jakość, myśli w latach. Jeden szuka nieefektywności, drugi płaci za powtarzalny wysoki zwrot z kapitału.

Dwa różne oblicza inwestowania fundamentalnego, ale obie rozmowy warte odsłuchania. BTW: mieli dobrych prowadzących.

Materiały cenne dla każdego, kto inwestuje w wartość (equity ;) ).

[The Long Investor @TheLongInvest]

Very good day to share this.

Regardless of how strong a company or position is

It will ALWAYS move in 5 waves in a bullish trend

Wave 2 and Wave 4 allow for fundamentals to catch up with optimism and growth.

They also provide the opportunities to add.

NO POSITION WILL EVER MOVE IN A STRAIGHT LINE

Your screensaver

[Homie @HeuristicHomie]

$BLOX holdings

How can you NOT be excited about the potential of this fund?

[The Long Investor @TheLongInvest]

US Bonds have collapsed from $179 to $82 and now at their lowest level since 2003

+4% Dividend too

Are you buying the bottom here or catching a falling knife?

[Psyho @FakePsyho]

Highly recommend reading this, especially if you're not following AI news very closely. It's a decent (and a bit biased obv.) overview of our current situation, with a relatively little comms slop.

I met Jakub ages ago and we did (and won) a ton of programming contests together. He's also the main reason I ended up joining OpenAI after I initially turned them down in 2016. I really don't envy the amount of responsibility he has now.

[Hey Doc @HeyDoc_MD]

Andrew Huberman was just asked by Steve Bartlett:

“If you could only take 5 supplements for the rest of your life, what would they be?”

1. Creatine

[Manifest_Lord @Manifest_Lord]

Phrases I use when my son lies.

Not "why did you lie?" Not "we don't lie in this house."

Here are the 5 that stop the lying without shaming him.

Every one 8 words or less... 👇🧵

[BookVerse @BookInsider_91]

I read most powerful lessons from "Clear thinking" , So, you don't have to....

Here is the 5 most life changing sentence everyone should know....

[Manifest_Lord @Manifest_Lord]

10 things I say when my 9-year-old is disrespectful instead of yelling.

Each is 3 words or less.

It changes the tone fast... 👇🧵

[High Yield Hustle @HighYieldHustle]

$XBCI is paying out a $1.25 monthly dividend today.

That’s $125 at 100 shares costing you $3,700 at current prices.

That’s $1,250 at 1000 shares costing you $37,000 at current prices.

[Cezary Bachański @BachanskiCezary]

ZMIERZCH PEWNEJ EPOKI PRZEDSIĘBIORCZOŚCI – KIEDY ODJECHAŁ CI POCIĄG ZE STACJI, A TY STOISZ NA PERONIE

Kiedy chciałeś lub chcesz coś zrobić z małym kapitałem, to w większości przypadków pociąg już odjechał. Przedsiębiorstwa „z niczego” nie powstaną już w wielu branżach, które dojrzały i okryły się betonem.

Betonem barier wejścia, których nie skruszy nawet najlepszy buldożer. W dzisiejszym wpisie chciałbym zabrać Was na przejazd koleją. Stosunkowo niezwykłą, bo przez stacje, na których nie da się wsiąść do pociągu. Przeanalizujemy sobie branże, które pozwalały szybko zwiększyć swój status majątkowy, a dziś jest już za późno.

⬇️ Zapraszam na całość poniżej! ⬇️