They don't just reply to the tweet — they perform a semantic reach-around to artificially inflate their engagement metrics.

Bugonia was pretty fun

The goal is to keep friends and colleagues from sharing a room; selling two rooms is better than selling one.

I do not understand the mismatch between global M2 liquidity, which is trending upward, and the apparent problems with bank and repo market liquidity. I would have expected M2 liquidity to play a larger role in asset prices than the latter (which is why I was completely blindsided by the current carnage); why was this not the case?

thank you, I needed this

sounds culty

I like coffee and cook my eggs

1/ I’m pro-Bitcoin. But let’s be honest: network effects are the strongest force in money and platforms—and they can shift.

2/ In 2004, almost no one could forecast Facebook’s eventual dominance. Likewise, we can’t predict how Bitcoin vs. Ethereum network effects will evolve with high confidence.

3/ Different design bets shape those effects:
• Bitcoin: minimal surface area, monetary credibility, slow/rare changes (“ossification”).
• Ethereum: programmability + faster upgrade cadence (L2s, account models, hard forks).
Both attract users/devs for different reasons.

4/ Quantum risk (today): big, fault-tolerant quantum computers would threaten current signature schemes.
– Bitcoin: secp256k1 (ECDSA) for transactions.
– Ethereum: most accounts use secp256k1; validators use BLS12-381.
None of these are quantum-safe.

5/ Path to mitigation: migrate to post-quantum signatures (e.g., lattice or hash-based). Coordination is the bottleneck, not math. Systems with more centralized/streamlined governance can usually ship such upgrades faster; highly decentralized systems move slower by design. That’s a real trade-off, not a value judgment.

6/ I still favor Bitcoin for monetary neutrality and resilience. But network effects are dynamic, and upgrade agility vs. governance risk is the core tension. Anyone claiming certainty about the end state is overconfident.

133 111 USD

Yields rising during a market crash is unusual. Normally, Treasuries are the safe haven. This move could mean inflation fears from tariffs, worries about rising deficits, or a broader loss of confidence in US debt. Bond market might be sounding the alarm.