PL

[PL @pflewis88]

@mcuban Says the guy who got long the ico boom in 2017...

[PL @pflewis88]

@thespybrief https://t.co/32GAXCNhxV

[Josh Wolfe @wolfejosh]

Tesla bulls + bears BOTH agree—Elon should STAY as CEO

He purposefully baited SEC (on 60Mins, twitter guidance, Reg FD violations in private analyst call)

IF he cares about
1) CO./MISSION—he respects laws to protect investors
2) NARRATIVE—he wants SEC to boot him to blame them

[PL @pflewis88]

@KyleSamani This is not a surprise.

[PL @pflewis88]

@danheld @laurashin +1. I'd like to hear you two discuss this commonly misunderstood narrative.

[Shane Parrish @shaneparrish]

Things you control:
Your effort.
Your beliefs.
Your identity.
Your actions.
Your attitude.
Your integrity.
Your thoughts.
The food you eat.
How kind you are.
The media you read.
How reflective you are.
How thoughtful you are.
The people you listen to.
The type of friend you are.

[PL @pflewis88]

@Crypto_Macro Energy Aspects is currently the best research for energy commods. Like everyone they get some wrong, but Gartman is garbage.

[Josh Wolfe @wolfejosh]

Time arbitrage. Truth.

[David Freed @DavidAFreed]

Liquid water on Mars! via the @BBCScienceNews https://t.co/aTpZrFeGUT

[adam ludwin @adamludwin]

There isn't a "technology sector" anymore. There is just the future and the past.

[PL @pflewis88]

@danheld Would that be a Zoox prototype I spy?

[James Clear @JamesClear]

The costs of your good habits are in the present. The costs of your bad habits are in the future.

[Josh Wolfe @wolfejosh]

1/ ALGORITHIMIC GOVERNANCE

Millions of cameras.
Billions of lines of code.

The reality of China’s surveillance state...

is at once more terrifying + more immature than perception.

[Josh Wolfe @wolfejosh]

1/SIMPLY explained: why what’s happening is

Like ‘first principles’ physics: Action > Reaction
With great power comes great responsibility

With great promises (action)
comes great expectations (reaction)

When expectations are not met (action)
it invite SCRUTINY (reaction)... https://t.co/vUF7fOn2rT

[PL @pflewis88]

@DavidAFreed @Bloomberg @_NETPower Congrats David!

[Ryan Delk @delk]

Ages on July 4, 1776:

James Monroe: 18
Marquis de Lafayette: 18
Alexander Hamilton: 21
Betsy Ross: 24
James Madison: 25
Thomas Jefferson: 33
John Adams: 40
George Washington: 44

Two generations worked together (including some very young savants) to get the job done.

[Ray Dalio @RayDalio]

As Carl Jung put it, “Man needs difficulties. They are necessary for health.” Yet most people instinctually avoid pain. This is true whether we are talking about building the body (e.g., weight lifting) or the mind (e.g., frustration, mental struggle, embarrassment, shame).

[PL @pflewis88]

@tomgarrambone Yikes, makes sense. If it starts, the move could be violent on the way down.

[PL @pflewis88]

@AriDavidPaul What do you think the market's priced into ETH heading into the Augur release and how would you think about managing ETH downside exposure?