Orange Blocks

[Orange Blocks @orange_blocks]

@mert Slight tweak: “that you have a choice to not share it” ➡️ “that you have a choice to share it”

[Orange Blocks @orange_blocks]

@waitbutwhy @waitbutwhy Wonder if money changes this outcome. red button means only you get $1M. blue button means everyone gets $1M.

[Orange Blocks @orange_blocks]

@QwQiao Correct. More corp chains coming (with massive dist). TLDR, net effect:
- Bearish for TradCrypto (traditional crypto) L1s bc fees/value will now be distributed across many competing chains
- Bullish for BTC; bc lower probability of single competitor (ETH/SOL etc) emerging re SoV

[Orange Blocks @orange_blocks]

@malekanoms @malekanoms in your last para - didn't you mean "permissioned but public". minor but important clarification

[Orange Blocks @orange_blocks]

@dotkrueger Saylor messed up, the qn is, what should he do now?

Opt 1) Don't admit you f'd up; no more ATM for a while. If mNav goes lower, consider small buyback to offset

Opt 2) Admit mess up; Set up a rules-based issuance policy with hard caps that updates quarterly

[Orange Blocks @orange_blocks]

@nabeelqu vibe coded a local app that helps me DCA into bitcoin with no human input. it analyzes crypto sentiment (reddit/x/news), connects to a local wallet, and a DEX, and selectively auto-buys BTC when thresholds are met

[Orange Blocks @orange_blocks]

@AndrewYang 100% https://t.co/Y6puVnlkUM

[Orange Blocks @orange_blocks]

@dotkrueger Based on that chart, % of wealth owned at ~40 years old:
- SG: ~55%
- Boomers: ~30%
- GenX: ~18%
- Millenials: ~10%

At only 10%, some things start to break

cc: @infraa_

[Orange Blocks @orange_blocks]

@operationdanish @scottmelker It’s a higher powered GLD during risk off, and higher beta QQQ during risk on

[Orange Blocks @orange_blocks]

@dotkrueger it’s actually #2 ➡️ #1 & #3
distrust in fiat (and excessive spending) leads to simultaneous selling of bonds and buying of gold/digital gold

[Orange Blocks @orange_blocks]

@dgt10011 does this take "total return" ie with coupons into account?

[Orange Blocks @orange_blocks]

@notlouisck @GSchvey Complicated issue. But generally it’s a slippery slope once others start drawing a line at a PS4 or a Porsche for that matter. Transparency upfront on “total cost of ownership” might be a good start. ie disclose the $4k cost of PS4

[Orange Blocks @orange_blocks]

@dotkrueger Your x audience (mostly semi-maxis) still confused over this SOL vs BTC nonsense. Holding $BTC vs $SOL isn’t some ideological cage match. It’s like a 90% $GLD & 10% $META equity portfolio. $SOL (and others) is a consumer tech play, not btc's lunch

[Orange Blocks @orange_blocks]

@Ledger something quite off with a visual of your wallet hugging the hacker instead of your crypto

[Orange Blocks @orange_blocks]

@balajis Meme coins: gambling 🎰
Solana: the casino operator 🏦
$BTC: gold in vault ⭐️

Speculating on meme coins is like playing slots—fun, but house always wins. Owning the casino ($SOL) is smarter; when profits pile up, the casino money always flows into hard assets like $BTC

[Orange Blocks @orange_blocks]

@dotkrueger Nope. Fed can’t make it look like they waited too long. Will be 25bp.

[Orange Blocks @orange_blocks]

@balajis @balajis now do europe

[Orange Blocks @orange_blocks]

@AdamSinger $tjx is a juicy target, for any PE folks listening

[Orange Blocks @orange_blocks]

@adamscochran Can you explain why home downsizing is a result of the trends above?

[Orange Blocks @orange_blocks]

@MattBallen4791 Layla
https://t.co/TCeJyroMee