Shivatoshi Nanamota

Soon you will have forgotten all things; all things would have forgotten you |

Engineer | Asset Management | Cricket

[Shivatoshi Nanamota @sriyer10]

@Myntad_com @The_Bitcoin_Act Done! Thanks for democratizing this information.

Stay humble | Stack sats | Escape (the) matrix

[Shivatoshi Nanamota @sriyer10]

@The_Bitcoin_Act Downloaded! Thanks for writing this FM. Instant follow. 🤝

Will read it later tonight.

[Shivatoshi Nanamota @sriyer10]

@TheWealthDr No. I want the freedom to adjust (up) my income according to prevailing debasement and loss in PPP. #Bitcoin held over a long time horizon BEFORE retirement may make that possible.

[Shivatoshi Nanamota @sriyer10]

FYI @moneyordebt

Can you please address full vs half Kelly in the context of sizing a bitcoin/cash/other portfolio? I loved your Kelly slides. Thanks in advance. 🙏

[veles @velesxbt]

Ed Thorp beat blackjack. Caught Madoff seventeen years before the SEC. Predicted Buffett would be the richest man in America. Compounded twenty years without a losing quarter. He is 93. Everything he did came from one paper written in 1956. The paper is still free. Almost nobody has read it.

Vegas, 1961.

Thorp is 28. He walks into Claude Shannon's MIT office asking for five minutes. Shannon, famously impossible to see, gives him the five minutes and stays for two years. Together they build the world's first wearable computer to beat roulette. It works. 9:58

The Buffett lunch, 1968.

Thorp reads John Kelly's 1956 sizing paper. Meets Warren Buffett once. Walks away and tells his wife Buffett will one day be the richest in America. Sixty years later, exactly that. Thorp did the math on a person applying compounding to time. Same math as Kelly. 31:20

The one thing Thorp added.

Kelly's paper gives you the mathematical maximum bet. Bet Kelly, optimal growth. Bet more, you die.

Thorp bet half.

Half Kelly gives up a fraction of growth for a huge cut in drawdown. Full Kelly routinely produces 40-60% drawdowns. Half Kelly usually keeps them under 20%. Same edge. A fraction of the pain.

Every serious quant who survives uses half Kelly or less. The ones who don't are the blowup stories.

Princeton Newport, 1969-1988.

Nineteen straight years. 19-20% a year. Not one losing quarter. Kelly's paper, Shannon's math, half Kelly's number, and discipline nobody else could imitate.

Madoff, 1991.

An investor asks Thorp to check Madoff's returns. Days later, he has proof of fraud. He hands the SEC a memo. They file it.

Seventeen years later Madoff collapses. Sixty-five billion in losses. The memo had been on someone's desk since 1991. 48:10

Enough.

Thorp shut down Princeton Newport at its peak in 1988. Still compounding 19% a year. He walked away.

"You can have enough. And it's better than not having enough."

This is the layer nobody sells. Every course, every AI swarm is built to make you want more. Thorp read Kelly, sized his bets, made his money, and stopped. Almost nobody in his field ever has.

Half Kelly on the size. Full self-awareness on when to walk. That is the formula.

2026. Thorp is 93.

He still writes. He still teaches. The math was the easy part, he'll tell you. The signal was never the edge. The sizing was. Half of it. The paper has been in the Bell Labs library since 1956. It's still there. It's still free.

Madoff was the loudest receipt. The stack takes new tuition every quarter.

[Shivatoshi Nanamota @sriyer10]

@LastCoinStandng @Polymarket At this point, most of my country will be wiping their asses with the currency instead of toilet paper.

On a healthier note, use a bidet!

[Shivatoshi Nanamota @sriyer10]

@TheWealthDr @BTCedu @phongle Interesting avenue. Got me thinking as well Doc! followed @BTCedu

[Shivatoshi Nanamota @sriyer10]

PSA: Give this man @LastCoinStandng a follow. Been digesting his comprehensive site for all things #Bitcoin.

Very nicely done. Detailed. Thorough. Bookmarked into my reading reference library. 🤝
https://t.co/evjq6EU2DQ

[Shivatoshi Nanamota @sriyer10]

Rinse. Repeat. KISS.

[Bitcoin News @BitcoinNewsCom]

The one question no Keynesian economist or fiat currency supporter can answer.

[Shivatoshi Nanamota @sriyer10]

Truth.

Hate is easy.

Love is hard.

Choose Love. Be Curious. Question Everything.

@TheWealthDr

[Mistress Dividend @mistressdivy]

“If you want to hate America, watch the news. If you want to love America, drive through it”

~German World Cup fan

[Shivatoshi Nanamota @sriyer10]

Ben - thank you very much for your contributions to our understanding of Bitcoin and associated technology learnings. I personally have benefitted immensely and continue to share and point friends and family to you and your new home.

To another decade of learning together...🚀

[BTC Sessions 😎 @BTCsessions]

Today is the official 10 year anniversary of BTC Sessions. Thanks for an amazing decade.

Join me for the next chapter as I move ALL tutorial content over to @SOVsessions. Bitcoin, privacy, AI and sovereign computing. See you there.

Subcribe 👇
https://t.co/k4Ajw12qNd

[Brian Roemmele @BrianRoemmele]

AI INDEPENDENCE DAY!

I will be writing a free guide for just about anyone to leave Anthropic and OpenAI and to have free good enough AI models running locally on just about any modern computer.

Soon you will have access to the AI models Dario did not want you to have. It was scary for him.

It will also have an app that will suggest the best latest models for your hardware.

DECLARE YOUR INDEPENDENCE DAY!

[☣️ Pleb Kruse = BTC foundationalist in exile 🟩🔆 @DrJackKruse]

My message in Prague was simple. Bitcoin is a tool, not the goal, freedom is the prize because it buys you time. Rise above the fiat noise, stack harder, and spread the decentralized dream. Stay focused, ignore the distractions, and let your tribe vibe with you. Back at the Ark of Freedom, let’s lead the charge. Avoid the Fabians.

[Shivatoshi Nanamota @sriyer10]

https://t.co/2SHJqMYz0r

[Shivatoshi Nanamota @sriyer10]

Google announced that all Android app developers must register centrally, pay a fee, and submit government ID, or their apps will be blocked on every device. over 67 organizations oppose this. https://t.co/X7wuJ3s0PI @AlteredDeal #KeepAndroidOpen

[Shivatoshi Nanamota @sriyer10]

@frankcorva 'Change' != Remove

'Change' = Switching from SHA256--> Other suitable POW algorithms.

Also, the 'If' is a critical word in @LukeDashjr tweet.

Everyone take a deep breath and read slowly and intently. 😇

[Shivatoshi Nanamota @sriyer10]

@dotkrueger Are you sending these emails out to your X followers? This was just delivered to my inbox. If it's spam, you may want to let your tribe know.

[Shivatoshi Nanamota @sriyer10]

@AmmousMD @rad_dude801 They don't show Midwestern Red light on their website. The closest to the one in your original post is this https://t.co/eiKsLsh7K2

Is this the right one?

[Shivatoshi Nanamota @sriyer10]

@AmmousMD Where to source it from in the US? I thought it had been banned , no?

[Shivatoshi Nanamota @sriyer10]

@dotkrueger $135K