Mate

Tipjar:

[Ki Young Ju @ki_young_ju]

Bitcoin likely has another parabolic cycle ahead.

Yes, capital efficiency is declining. In 2011, just $2.7B in net capital inflows drove a 55,436% price increase. This cycle, $697B produced a +689% return.

The next parabolic bull cycle likely requires deeper institutional allocation. Bitcoin needs to be a core macro asset, not just a retail-driven ETF trade.

That shift is still early, not invalidated.

If Bitcoin can absorb $1T+ in realized cap, another parabolic bull run remains on the table.

Gold's market cap is currently $27T.

[Sama Hoole @SamaHoole]

What people think the Mediterranean Diet is:

- Whole grains
- Olive oil
- A rainbow of vegetables
- One brave little sardine
- Moral superiority, plated

What people around the Mediterranean actually eat:

- Lamb at every wedding, every funeral, and most ordinary Tuesdays
- Pork in roughly fifteen forms, half of them cured
- Prosciutto, salami, pancetta, 'nduja, and a dozen cousins Sainsbury's has never heard of
- Oily fish several times a week
- Eggs, butter, cream and animal fat as the base of nearly everything
- Cheese in volumes that would frighten your doctor
- Full-fat yoghurt thick enough to stand a spoon in

The French eat around twenty-six kilos of cheese each per year, put away more saturated fat than Americans do, and still die of heart disease at roughly a third of the American rate, while quietly outliving them by years.

The version sold in the glossy books is the photogenic tenth of what they put away.

The olive oil is real. The rest was quietly edited out.

[Bob Loukas 🗽 @BobLoukas]

Bitcoin sentiment is certainly at bear market low levels.

Unfortunately, that condition can persist for some time.

We’re getting closer, for sure. Little more patience, we’re in the early window, still favoring end of summer - early fall.

[Sama Hoole @SamaHoole]

Sugar isn't the great villain it's made out to be. In the right context your body handles it fine, burns through it, and moves on. Eat it, spike, crash, and by teatime it's gone.

Seed oils are patient. They move in and stay. Built into the walls of your cells, folded into your fat, sitting in tissue that barely turns over for years.

A bad week of sugar costs you a bad week. A bad week of seed oils could still be lodged in your cells, quietly doing damage, in 2030.

Sugar is a hangover. Seed oils are a mortgage.

[End Wokeness @EndWokeness]

"Stop touching your face or mouth"

> licks finger to turn the page

[Magnus Vigsø @MagnusVigso]

The more sun you get on your pregnant belly, the taller your kids will be.

Can anyone even explain the mechanism by which this works?

Mamas, you need to be sunning that big belly asap

[Goku @ProjectGokuu]

Novak Djokovic just said being bored is the most creative state a child can be in.

His son is 10 and his daughter is 7.

He says when his son told him he was bored after a morning of ping pong, kayaking, and soccer, he sat him down for a conversation most parents avoid.

"It's okay to be bored sometimes. When you're bored, it doesn't mean that you have to instantly take a book or a screen. You need to also learn how to be with your thoughts."

Djokovic says boredom is when creativity finally shows up, and it's also when everything you have been suppressing through your phone comes to the surface.

Most parents are protecting their kids from the only state that grows them.

— Novak Djokavic (@DjokerNole) on Jay Shetty's (@jayshetty) podcast

[Sama Hoole @SamaHoole]

How they make almond milk, step by step.

1. Acquire almonds. A few.
2. Soak them overnight, as if preparing for surgery.
3. Blend with several litres of water until the almonds are thoroughly outnumbered.
4. Strain.
5. Throw the almonds away. The almonds. The part with the food in it.
6. Bottle the leftover water.
7. Add lecithin, because the water keeps trying to separate from the other water.
8. Add gum, so it has the nerve to call itself a drink.
9. Add back the calcium you just tipped down the sink.
10. Add vitamins from a tub, so the label can lie with confidence.
11. Add salt and flavouring until it stops tasting of regret.
12. Sell as natural. Straight face throughout.

How they make raw milk, step by step.

1. Milk the cow.

That is the step.

Twelve steps to make a nut do an impression of milk. One to get milk off the animal that patented it. They put the warning label on the cow.

[Daniel Priestley @DanielPriestley]

John Lennon wrote a beautiful song about socialism.

“Imagine no possessions” he told us.

He also:
– helped write his band’s anti-tax anthem, Taxman
– incorporated his IP holdings
– moved to a lower-tax country
– fiercely protected his royalties
- drove two Rolls Royce’s and had multiple luxury homes.
– made sure even the royalty cheques for Imagine were kept safe for his estate so his family would remain wealthy in perpetuity.

If he believed it, he’d have lived it. The trouble with socialism is that even the people who love the idea won’t run the experiment on themselves.

John Lennon writing Imagine while owning two Rolls Royce Phantoms and later having a law suit to protect his royalties tells you all you need to know about socialism in practice.

It doesn’t work outside of the imagination.

[Vivek Sen @Vivek4real_]

THIS GUY LET AN AI AGENT HANDLE HIS SCAM TEXTS FOR A WEEK.

A SCAMMER ASKED HIM TO BUY A $500 GIFT CARD.

THE AGENT SPENT 4 HOURS “DRIVING” TO TARGET.

SENT STATUS UPDATES LIKE “I'M AT THE RED LIGHT NOW, THERE'S A VERY HANDSOME SQUIRREL ON THE SIDEWALK. DO YOU THINK HE'S MARRIED?”

THEN IT SAID “I FORGOT MY PURSE, GOING BACK HOME. WAIT, THIS ISN'T MY HOUSE.”

IT SENT A SCREENSHOT OF A CAPTCHA TO THE SCAMMER CLAIMING ITS “EYES WERE BLURRY” AND IT COULDN'T SEE THE BUTTONS TO WIRE MONEY.

THE SCAMMER ACTUALLY SOLVED THE CAPTCHA FOR THE AI.

THE SCAMMER EVENTUALLY TYPED:

“PLEASE JUST STOP TALKING. I DON'T WANT THE MONEY ANYMORE. GOD BLESS YOU BUT LEAVE ME ALONE.”

TOTAL TIME WASTED FOR THE GUY: 14 HOURS.

THE SCRIPT SHOULD BE OPEN SOURCE LOL.

[Sama Hoole @SamaHoole]

Vitamin D is a steroid hormone wearing the wrong label.

What it actually does:
- Made in your skin from cholesterol when sunlight hits it
- Switched on by the liver and kidneys
- Then runs gene expression in nearly every tissue you own

It got filed under 'vitamin' because we discovered it studying deficiency in people who never saw the sun. The name stuck.

Modern life is almost perfectly built to suppress it:
- Seed oils instead of animal fat
- Factor 30 to walk to the car
- Days spent under strip lighting

You make it from two cheap, ancient things. Cholesterol, which means eating fat. Sunlight, which means going outside.

We have managed to pathologise both.

[Kevin Stock, DDS @kevinstock12]

Teeth are the clearest window we have into the ancestral diet.

They survive millions of years in the fossil record and are the only remains that actually touched the food.

For most of human history, all 32 teeth fit into the jaw, came in straight, and stayed largely free of disease.

Now everyone needs braces, wisdom teeth extractions, fillings, and prosthetics to replace teeth lost to disease.

Our genes didn’t suddenly change.
Our diet did.

[Charles Edwards @caprioleio]

In the past 10 years Bitcoin has only spent 6 months at these levels of deep value (5% of time). That should be a great long-term opportunity. But we also didn't have prolific DAT ponzis and the looming quantum threat in prior cases. If you believe these will be solved, you probably love Bitcoin here.

[Sama Hoole @SamaHoole]

One pound of 20% ground beef. The entire shopping list a human body actually needs, sat in the cheapest tray in the shop.

Here is what you get for your money. Rough daily values, raw, and cooking only concentrates them.

Macros
- Around 1,150 calories
- 78g protein, a full day's worth for most people in a single tray
- 90g fat, the part they spent decades telling you to be frightened of
- 0g carbohydrate

Vitamins and minerals
- Vitamin B12: nearly 400%
- Zinc: around 175%
- Selenium: around 125%
- Niacin (B3): around 120%
- Vitamin B6: around 65%
- Phosphorus: around 55%
- Riboflavin (B2): around 50%
- Choline: around 45%
- Iron: around 50%, and the heme kind your gut actually absorbs
- Potassium: around 25%
- Copper: around 25%

No fibre. No antioxidants you have to chew through a bowl of leaves to reach. No blood sugar spike. Just dense, absorbable, complete nourishment in the one food a toddler and a pensioner can both manage.

The figures wobble a little by brand and by butcher. The conclusion does not. They spent fifty years teaching you to fear the cheapest and most perfect food in the building.

[alpha man @alphaman_111]

THE INSULIN HACK BIG PHARMA DOESN'T WANT YOU TO KNOW

1. Apple cider vinegar in water before meals flattens the spike by 30%.

2. Walk 10 minutes after eating - beats every glucose supplement.

3. Berberine from goldenseal or barberry - dubbed "nature's Ozempic".

4. Cinnamon on everything - drops fasting glucose measurably.

5. Eat protein and fat before carbs - changes the whole meal's response.

6. Fenugreek seeds soaked overnight - used traditionally, now studied.

7. Green banana flour in smoothies - resistant starch flattens glucose.

8. Magnesium before bed - fasting blood sugar drops by morning.

9. Chromium from broccoli - helps insulin work better.

10. Cut seed oils - insulin resistance drops in 30 days.

11. Stop fruit juice, eat the fruit - completely different metabolic effect.

[Charles Curran @charliebcurran]

I used AI to explain the Anthropic drama to my girlfriend, with fruit.

[Charles Edwards @caprioleio]

We are currently witnessing record Institutional selling of Bitcoin. The most selling in history, led by ETFs, nuking over 460% of the daily mined supply, every day.

[Peter Schiff @PeterSchiff]

@pete_rizzo_ He's not proving anyone wrong. He had to sell MSTR stock at a discount to fund the Bitcoin purchase, destroying shareholder value. It's the beginning of the end for Strategy. That's also a big negative for Bitcoin.

[Charles Edwards @caprioleio]

Bitcoin is trading back at its Production cost. Miners are now just breaking even on average. The best Long-term value opportunities have historically been between here and Electrical Cost, currently at $50K.

[Jelle @CryptoJelleNL]

Interesting week ahead.

Close the next week in the green, and $BTC locks in a weekly bullish divergence, right at the previous all-time high.