marketpath

Transforming financial charts to precise, verifiable math. Plus, daily stock fundamentals rankings so simple, even grandma can grasp

[𝐍𝐢𝐨𝐡 𝐁𝐞𝐫𝐠 🇮🇷 ✡︎ @NiohBerg]

This is Linton-on-Ouse in England.
Population 1200.

The British state is planning to dump 3,750 migrants into this village and essentially replace them overnight.

Millennia of traditional rural life are about to be wiped out at the altar of open borders.

[marketpath @marketpathfin]

@JesusMartinez I think you mean something like 10 year horizon. Because bitcoin is lower than where it was 5+ years ago. While other investments have returned thousands of % gains.

[marketpath @marketpathfin]

@DrClownPhD @sophieraiin Deformed

[marketpath @marketpathfin]

@Faithadedoyin_ @Allezamani This video is many years old. Not AI.

[marketpath @marketpathfin]

@StandWCrypto_UK @StarlingBank does this. Shame on them.

[marketpath @marketpathfin]

@LawrenceLepard Elon Musk and the AI gang say deflation is coming though? Jeff Booth too 🤔

[marketpath @marketpathfin]

@claudeai coding this weekend feels like it has dropped to the intelligence level of a chimpanzee. Absolute garbage.

[marketpath @marketpathfin]

@grok Well it doesn't matter because @claudeai found the look-ahead bug 🥲 Watch this space, let's find out what the real equity curve is

[marketpath @marketpathfin]

Hey @grok is this a good trading strategy? What's good and what's bad about it?

[marketpath @marketpathfin]

Couldn't help but notice that U.S. Air Force aircraft are crashing at an alarming rate whenever the U.S. pushes for a deal with Iran.

[marketpath @marketpathfin]

@ClaudeDevs @claudeai around 20% of my screen real estate is taken by UI elements that are of absolutely no use to me personally. And I have no way to hide them. Not the most streamlined UX experience to be honest. Any change we could get a close button or something?

[Cole Walmsley @Cole_Walmsley]

Bitcoin treasury companies are fooling a lot of smart people.

Once you see the playbook, the whole thing becomes obvious.

---

One of fiat’s primary tactics is to use complex language and acronyms to cover up the grift beneath it.

The jargon makes it look like the scheme is sophisticated and that the experts have it handled.

But the truth is simple. It always is.

What’s complex is evading the truth.

That’s why after every economic crisis, fiat adds new acronyms, technical language, and jargon on top of its system, because the truth that it’s fraudulent and that it’s a grift can’t be exposed.

More layers of complexity = harder to get to the bottom.

The adding of layers is not necessarily intentional. It's a natural byproduct of something that needs to evade the truth.

Bitcoin treasury companies are doing the exact same thing.

They are a grift.

The whole model is “give us your bitcoin in exchange for a fiat-denominated product so we can buy bitcoin for ourselves.”

They’re showing you what the valuable asset is. If they really thought their asset was more valuable than bitcoin, they would take your bitcoin and buy their asset.

But they’re not. They’re selling their asset to you so they can buy bitcoin for themselves.

It’s the same thing Ethereum did.

The ETH issued during their initial crowdsale, they sold it for bitcoin.

They made a financial asset, sold it to the public, and got people to part with their bitcoin so they could stack bitcoin for themselves.

Bitcoin treasury companies are making financial assets, selling them to the public, and getting people to part with their bitcoin so they can stack bitcoin for themselves.

That’s what the whole thing is. You’re getting grifted.

It’s a fiat grift wrapped in bitcoin. There are signals all over the place.

The first is that you don’t own any bitcoin at all by owning their financial products. Zero.

The second is that they’re running the exact mechanism the grifts have always run, which is “give us your money in exchange for our non-btc financial asset so we can stack btc for ourselves.”

It always comes with some sort of marketing that their product is or can be better than bitcoin. They’ll show you all the bells and whistles to try to prove it.

“It’s amplified bitcoin. We can outperform bitcoin.”

“Accretive dilution. Premium to NAV. Tax-advantaged. Intelligent leverage. BTC exposure. Digital capital, digital credit, digital equity.”

Buy our financial products so we can buy BTC ourselves. That's their mission. They just made the grift smarter. They made it look tied to Bitcoin. And it is... for them.

Look at Saylor's tweet:

"BPS measures Bitcoin per common share before senior claims. CEBE BPS measures Bitcoin per common share after senior claims. CEBE is the conservative risk metric. BPS is the common equity growth metric. BTC yield measures BPS execution."

It is fiat jargon slop through and through.

What happens to the grifts in the end?

They get wrecked, and the market realizes, once again...

Bitcoin is the superior asset.

[Ihtesham Ali @ihtesham2005]

A Russian psychologist spent 10 years proving that the act of talking to yourself out loud is one of the most powerful cognitive tools the human brain has, and almost nobody outside his field has read the work.

His name was Lev Vygotsky.

He worked in Moscow in the 1920s and died of tuberculosis in 1934 at the age of 37. He had no laboratory, no funding, almost no English readers, and a body of work that the Soviet government suppressed for two decades after he died.

He produced the foundational theory of how human cognition actually develops, and the central piece of that theory was a behavior almost every adult is faintly embarrassed about.

Vygotsky noticed that young children talk to themselves constantly. They narrate their own actions, they argue with imaginary opponents, they instruct themselves through tasks out loud.

The dominant theory at the time, from the Swiss psychologist Jean Piaget, said this was a sign of cognitive immaturity that children would eventually grow out of as they learned to think properly.

Vygotsky said the exact opposite.

He argued that this self-directed speech was the most important cognitive event in the entire developmental window, because it was the moment a child first started to use language as a tool to control their own mind. The child was not failing to think. The child was learning how to think by externalizing the process and listening to themselves do it.

He predicted that as children matured, this out-loud self-talk would not disappear. It would go underground. It would become silent inner speech, which is the running monologue every adult has inside their own head for the rest of their life.

The voice you hear when you read this sentence is the direct descendant of a four-year-old narrating their own block tower.

For 50 years almost nobody outside Russia had access to his work, and the few researchers who did pick it up could not get funding to test it. Then in the early 2000s the experiments finally started to pile up, and what they found was that Vygotsky had been right about something even more important than he knew.

The first major study came from Gary Lupyan at the University of Wisconsin and Daniel Swingley at the University of Pennsylvania in 2012. They ran a simple visual search experiment. Participants were shown 20 images at once and asked to find a specific object, like a banana or a chair. In one condition they searched silently. In the other condition they were told to say the name of the object out loud to themselves while looking for it.

The participants who spoke the target name out loud found the object significantly faster, with higher accuracy, than the participants who searched in silence. The effect was strongest when the spoken word matched a familiar object the brain already had a strong category for.

Saying the word out loud literally tuned the visual system to detect that thing better. The researchers called it the label feedback effect, and the implication was that the act of vocalizing a goal physically changes how the brain processes the world while pursuing it.

The second major study came out of the University of Michigan and Michigan State in 2017. The lead researchers were Ethan Kross and Jason Moser, and they used both EEG and fMRI to record what happens inside the brain when people talk to themselves while emotionally upset.

They asked participants to recall painful autobiographical memories and reflect on them in two different ways. Some used the first person, saying things like "why am I feeling this way." Others used the third person, referring to themselves by their own name, saying things like "why is John feeling this way."

The brain scans showed that the simple act of switching from first person to third person, even silently, decreased activity in the medial prefrontal cortex, the region responsible for rumination and self-referential pain. Within a single second of using their own name instead of the word I, participants showed measurably lower emotional reactivity. The shift required no extra cognitive effort. It cost the brain nothing. And it worked.

Kross described the mechanism in his interviews. Talking to yourself by name creates a small amount of psychological distance from your own experience. Your brain processes the situation more like a problem belonging to someone else, which means it can analyze it instead of drowning in it.

What Vygotsky had intuited in 1934 turned out to be even more powerful than the developmental theory he built it into. The voice you use to talk to yourself is not background noise. It is one of the most precise cognitive tools the brain has, and you can change how it works just by changing the pronoun you use.

People who talk through problems out loud are not anxious or unstable. They are running an externalized version of a process the rest of us are running silently and worse. The kindergartener narrating their block tower, the surgeon muttering through a procedure, the engineer pacing a hallway describing a bug to nobody, the athlete repeating a cue to themselves before a free throw, they are all using the same ancient mechanism that builds and steers human thought.

You can run the experiment yourself the next time you are stuck on something hard. Stop trying to solve it silently in your head. Say it out loud. Describe what you are seeing. Walk yourself through the steps as if you were explaining it to a colleague who is not in the room.

And when something genuinely upsets you, switch to your own name. Ask why this person is feeling this way, instead of why I am feeling this way.

The voice you have been told to keep quiet your entire life is one of the oldest pieces of cognitive technology you own.

Most people are still embarrassed to use it.

[marketpath @marketpathfin]

Sorry @AnthropicAI it's me and my trading bot

[marketpath @marketpathfin]

@SJosephBurns So true it hurts

[marketpath @marketpathfin]

@miranowhere Is mainstream anthropology as credible as... mainstream history and . . . . mainstream news?

[marketpath @marketpathfin]

@ClaudeDevs The problem of excessive token burn still exists. How is it possible that 1 minute after my 5 hour limit has reset, I am already at 40% usage??? Surely it should reset at zero

[marketpath @marketpathfin]

@brian_armstrong @gamesyouloved

[Lawrence Lepard, "fix the money, fix the world" @LawrenceLepard]

@KingKong9888 Incorrect. They did not and cannot seize Bitcoin. However, you are correct, crypto and stable coins are at risk. Be sure to make the distinction.

[marketpath @marketpathfin]

POV: It's the weekend, @claudeai already hit session limits at 2am so I switched to @deepseek_ai to finish the refactor...
Brain: "Sir. You are now voluntarily sending your Claude-integrated codebase to a server in China. This is how it starts."
Me: "...but the suggestions were actually cleaner tho 😭"
Devs, is this just weekend survival or am I speedrunning accidental espionage? Be honest.
#AIDev #Claude #DeepSeek #WeekendCoding