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Prithvir
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He bought gold at $250. It’s at $3,400 today.
Thomas Kaplan’s Electrum Group might end up the
GOAT
investor of the 21st century.
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Prithvir
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Lord, grant me the confidence of a lawyer billing $2.3k/hr for answers @ChatGPTapp spits out in seconds
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wow data engineers and scientists are mogged forever - upload anonymized user actions into GPT - identify bottlenecks and key drivers of retention - tweak the product - iterate till PMF
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Bitcoin macro looks strong right now 1. Bitcoin’s Energy Value just topped $130k for the first time this month; the spot price remains 40% below that level, and it has historically closed that gap over time. 2. Global M2 money supply is still far larger than Bitcoin’s monetary base, and Bitcoin prices have typically followed M2’s moves with a lag.
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He bought gold at $250. It’s pushing $3,414 today. Thomas Kaplan’s Electrum Group might end up the GOAT investor of the 21st century.
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Who will swerve first? Trump and Powell are locked in a classic game theoretic model of "chicken," where each must choose whether to swerve or go straight. Instead of two cars on a collision course, we're risking a deep recession. Trump can reduce the suggested tariff rates, while JPow can drop interest rates. Scenario analysis: 1. (2, 2) Powell drops rates and Trump avoids high tariffs. Both receive a moderate payoff. 2. (1, 3) Powell drops rates while Trump imposes tariffs. Trump “wins” more (3), Powell gains less (1). 3. (3, 1) Powell holds rates high while Trump refrains from tariffs. Powell “wins” more (3), Trump gains less (1). 4. (0, 0) Powell refuses to drop rates and Trump imposes tariffs—a worst-case scenario that harms both players. The question remains: who will swerve first?
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