Raw signal, scraped and timestamped.

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Bitcoin's signatures don't survive a quantum computer. I've been quietly running a proof-of-work chain that uses lattice signatures instead

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How do you evaluate/value technical moats?

I have a rule where I won’t buy into a company if another company can duplicate their product. Companies like Nike, lulu lemon, Pepsi, or Starbucks. While some of these companies do well, I feel like you’re always one mistake …

There is always a day when the portafolio starts to fall and it’s not gonna recover anymore

Two months ago my portafolio was up 20%, today I am -10% this is ridiculous. Literally April an may they were great, the market was growing a lot, suddenly there was a day, I don’t remember which one, when nothing …

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$SPCX SpaceX soon.

The last few years have seen exponential growth, driven by private companies (like SpaceX), reusable rocket technology, and massive internet constellations 2022: 186 launches globally 2023: 197 launches globally 2024: 260+ launches globally (with SpaceX accounting for more than half) …