This weekend in nyc is really that one weekend a year that separates the New Yorkers from the Floridians
John Marbach
@jmarbach
John Marbach’s Tweets
Climate Change strikes again. 🤡
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BREAKING: China says that the 'airship' over the US is for "meteorological and other scientific research" - Reuters
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The future is difficult to predict because on a short enough timeline social science wins, and on a long enough timeline, actual science wins.
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Feels like the Dam is about to burst on #Bitcoin.
Markets are psychology driven. Use this to your advantage.
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A gentle reminder that if you have software skills in 2023, you have a leg up on 99% of the population. It's time to build.
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As if you needed any more signal at this point - nostr is the real deal.
Download Damus from the App Store and follow me:
npub1gn98kfp4pfjdza8mlv5a3ceyn2h7jq9a07wqfk64pjsheqj4k5cq0xcr9a
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Damus is on the app store! If you have an iphone, ipad, or m1/m2 mac, try it today! #nostr twitter.com/damusapp/statu
This Tweet is unavailable.
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After using ClickHouse for time series data the last few days:
The difficulty of using SQL for analytical queries is understated - what good is data if every q takes 30 mins to write and reason about? By comparison PromQL puts insights at your finger tips. Prometheus big winner.
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One of the most embarrassing things about medicine in the US is that, as an entrepreneur, you must optimize for products that have extremely high reimbursement potential.
The playing field changes from 'make things people want' to 'make things insurance companies want'.
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Directional analysis of reimbursement leverage vs. market growth potential by TA
Highest scoring:
(1) Rare disease
(2) ID / vaccines (ex-COVID)
(3) Oncology
(4) CNS / neurology
Source: Guggenheim
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Owning 1 full Bitcoin will be roughly equivalent to the top 1% Americans today, ~$4-6M net worth.
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If history repeats, there will only be 1 - 2M families in the world with access to 1 Bitcoin.
Just like there are only:
100k-200k families with >10 BTC
10k - 20k families with >100 BTC
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If history repeats, there will only be 1 - 2M families in the world with access to 1 Bitcoin.
Just like there are only:
100k-200k families with >10 BTC
10k - 20k families with >100 BTC
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🎯
Exactly. Beware of dogmatic thinking. The most pragmatic, creative ideas for pushing forward progress are typically a blend of two dualities.
twitter.com/jmarbach/statu
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It would be interesting if there were a Lightning Network daemon implementation where some aspects of it were paid-for. In browsers a free model led to IE to further MSFT interests and now Chrome which furthers Google's. OSS is definitely a must for some aspects but maybe not all
🚨 Cathie Wood's Ark sells 500,000 shares of GBTC
"The Digital Currency Group (DCG) appears to be one of the biggest question marks in the crypto industry at this time"
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I believe it's immoral to debase the savings of ordinary, upstanding-citizens who live within their means.
This is why I #Bitcoin.
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In the future, 3% energy loss on effectively every transaction - to pay for a fraud-prone payment system - will seem as archaic mail-order catalogs.
#Lightning is coming for this.
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5/ Target has impressively shifted 20% of their *entire* sales to their own cards. The only “illogical” part of this is that to save 2%, they are…giving up 5%, albeit to the user directly in savings at Target, which is the primary benefit of Red Card.
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As pointed out, those with access to the money printing keyboard will never relinquish its power.
And therefore, you can ignore reality, but you can't ignore the consequence of ignoring reality.
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This is the bull case for Bitcoin twitter.com/APompliano/sta…
Old rural saying
If hard work meant success, the donkey would own the farm
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Looks like some sort of compression is kicking in after trying a few more events... about 14 bytes per event. Impressive!
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I was excited to try but when I sent a sample event, I saw that the event consumed 245 Bytes. That's at least 2x more storage required than Prometheus. What am I missing here?
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Ordered my 1st coffee at 10.30am, the 2nd one at 1pm. The Lebanese Lira lost value during that time, resulting in two different charges (the coffee price is pegged to USD) #Lebanon #inflation
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Once remote-first companies eat the lunch of office-first companies on gross margin, game theory will knock the remaining dominos.
9% Sate + City Sales tax may be a worthy price for you personally to enjoy NYC/SF Cocktail Culture, but it's not something investors will tolerate.
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In Mexico, you can easily tell which businesses are run via cartels and which businesses are run via capitalism.
Similar to the poverty tax of having to deliberate the smallest day to day transactions in life, there is a an unsafe tax for people in areas with high crime.
In unsafe places, you’re on guard every time you leave home - increasing the mental burden for even mundane activity
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Another free #Lightning idea -
Who is building the MailChimp for Nostr? 1 to N message delivery service. Maybe I will build it myself.
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Funneling EE polling requests through a static IP address increased our average request latency by +33%.
+ Security
- Speed
Things are rarely absolute in business and life. Tradeoffs are constantly necessary to achieve pragmatic outcomes.
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“We can’t figure this out. There’s something weird about this.” - Goldman Sachs, Salomon Brothers on Bernie Madoff circa 2000
, on
$GBTC
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The single most undervalued fact of linear algebra: matrices are graphs, and graphs are matrices.
Encoding matrices as graphs is a cheat code, making complex behavior simple to study.
Let me show you how!
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Similar to how the internet has run on Amazon-dollars, for the last several years, the world of last-mile logistics runs on Uber dollars.
If you don't know what I mean, try ordering groceries in Mexico on an in-market app with an American credit card.
#Lightning fixes this.
An opportunity for technical writers - look no further than the #Lightning network docs.
e.g. LND
lightning.engineering/api-docs/api/l
This is foundation of the electrodollar standard. You can expect hundreds of thousands of devs googling for this content in the future.
Interesting to know that there is currently a > 15% annualized yield for $MSTR shareholders who lend out their shares to short traders.
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Control over economic resources will shift away from the state to persons of superior skills and intelligence, as it becomes increasingly easy to create wealth by adding knowledge to products.
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He compares the business cycle as the fiat-equivalent of Bitcoin's difficulty adjustment.
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From : "hyperinflation requires physical printing of cash, ie money creation separated from credit creation"
Credit-driven inflation is limited by the rate at which banks can issue loans, and creates asset bubbles leading to deflation.
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Amazon gift cards have been the default currency of the internet for more than a decade. #Lightning is changing that.
There is an obvious #Lightning opportunity waiting in the open - 'SurveyMonkey' but make it easy to instantly deliver Sats rewards at the end.
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Interesting to see that DuckDuckGo traffic has flat-lined since Jan '21 at 100M daily queries.
They've even disabled duckduckgo.com/traffic in the last month.
web.archive.org/web/2022111804
Any ideas what's up?
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“He who lives by the crystal ball will eat shattered glass.” - Ray Dalio
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