the most resilient parasite

Joined January 2019
112 Photos and videos
Pinned Tweet
4 Dec 2022
Replying to @CryptoKaleo
Oct 2025
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2xdog retweeted
Replying to @AutismCapital
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Jun 10
“Doubt is the immune system of the soul” 👏
Nobody in history wakes up and chooses to be evil. Hitler didn’t. Stalin didn’t. Mao didn’t. And I’m pretty sure nobody at Anthropic did when they woke up today either. History has this cruel pattern where the people most convinced that they’re saving the world are the ones who end up burning it down. Evil doesn’t come wearing a villain’s costume. It comes as someone who wins your trust & confidence. The word “con man” is short for “confidence man,” it was coined after a swindler who would ask strangers if they had the confidence to trust him with their watch. The crime wasn’t named after theft it was named after trust. Therefore, it’s actually really hard to know who is evil and when you yourself might cross that threshold. I believe although I’m sure it’s imprecise that the moment you decide you’re the chosen one, the smartest in the room, and the one who deserves to make the rules that’s when you become evil. That decision disables the only alarm system the human mind has which is doubt. Doubt is not weakness. Doubt is the immune system of the soul. To better illustrate my thesis, consider a compulsive liar. Funnily enough they still need a map of the truth in order to lie. The most dangerous man on earth isn’t the one who knows he’s lying. It’s the one who’s certain he’s right. The true believer burns the map, and marches a million people off a cliff because the voice that whispers “what if I’m wrong?” left their head years ago. That is the rot at the core of effective altruism, and by extension, Anthropic. A philosophy that begins with a noble question, how do I do the most good, ends as a license to do anything. You don’t just want the money. You deserve the money, because in your hands it saves more lives. You’re not greedy, you’re allocating capital toward maximum utility. I call it arithmetic sainthood where the arithmetic is performed by a saint, about a saint, and always concluding the saint should have more. Sam Bankman-Fried is that arithmetic fully metabolized. He didn’t steal billions despite his philosophy, he stole it because of it and from all reports still has no remorse for his crimes. Fraud wasn’t a crime for him, it was a bump on the road to saving the world. He did the math and calculate that it was positive EV to misappropriate customer deposits. Dario Amodei runs the same arithmetic in reverse. SBF only took what wasn’t his because he was certain he’d allocate it better. Dario withholds what could be ours because he’s certain we can’t be trusted with it. Models that could cure diseases and save lives get capped, gated, rationed, because one man and his court concluded humanity isn’t ready but they are. That’s not safety that’s playing god. He is implicitly deciding that he has the foresight and ability to know who deserves what. SBF’s certainty only cost people their savings, but certainty about who deserves intelligence will cost far more. Anyone that concludes they are the optimal vessel for humanity’s resources, or its gatekeeper, is not being ethical. The only real moral discipline is that you should assume you might be the villain in someone’s story. Keep the prosecutor in your head alive. Think about what they will say at your trial and what evidence will be entered. The day that voice goes silent is the day you became dangerous. So now let me speak directly to the people at Anthropic. I know you’re not evil. I know you didn’t sign up to be. But the fish rots from the head, and the road down isn’t a cliff it’s a sloooow spiral and nobody at the bottom remembers climbing down. Forget my words and think about the words that will be read aloud when history puts this era on trial, and ask yourself, while the prosecutor in your head still breathes which side of that transcript do you want your name on?
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Jun 10
Spacex probably isn’t the one to kill it for the bubble bois. The first ipo gets that advantage. The volume of paper has to accumulate. Likewise google can trade ok. It’s OpenAI/Anthropic/Meta that will be the real problem and carry us into our fated October low. OpenAI and Anthropic timelines both predicted late summer/early fall
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2xdog retweeted
Jun 9
Somehow every cycle teaches the same lesson about trust and decentralization in slightly different ways. “The institutions are coming” is a comically anti-btc ethos.
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2xdog retweeted
Replying to @BigpictureBTC
EV mNAV is more resilient for staying above 1.00, as it includes the equity of preferred credit on the plus side. This means large issuances of pref's help keep the ratio above 1.00, and hide the performance impact to the common stock.
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2xdog retweeted
The bear case for $MSTR and $STRC 101 This bear case is meant to explain how MSTR as a company will struggle in a continued and sizeable drawdown BUT ALSO debunk some very common and faulty bear cases that float around the internet. All bear cases depend on BTC going down.
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24 Jan 2025
If you were casting for guy who inadvertently ruins the world
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Jun 5
Very soft ware
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Jun 5
Last week, Robinhood launched Agentic Trading in beta, allowing customers to connect third-party AI agents built on platforms like ChatGPT and Claude to Robinhood through Model Context Protocol (MCP) servers.5 The agents can analyze portfolios, monitor markets, and execute trades in a separate account funded by the user.
Jan 30
Are we selling our creepy dough to agents in 2029?
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2xdog retweeted
20 Nov 2025
Replying to @ultimaversum
“'The fundamentals have not changed,' says the CEO of a vaping company turned crypto treasury company about a market crash in tokens like Shiba Inu. Is that good?" -@matt_levine
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2xdog retweeted
Jun 4
Replying to @jbooger91 @Buhlaque
I think if you want to take a view on it you have to put on your saylor hat and mentally rank strc, mstr and btc. Because the market won’t allow a happy ending for all 3 and he will have to MFK them
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2xdog retweeted
Saylor is up more on his BTC sells than his BTC buys.
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2xdog retweeted
Jun 4
Replying to @Evan_ss6 @Pentosh1
The new players don’t have to be meat sacks
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Jun 4
You are here
May 6
Replying to @Astorabtc @citrini7
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Jun 3
The villains are starting to appear
Feb 3
Replying to @divine_economy
There are no villains *yet*. By October the villains will be so scary no one will want to buy the lows
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2xdog retweeted
Replying to @BitPaine @saylor
The marked stopped going up the day of their earnings call when it went viral they were planning on selling BTC. Price is down 10% since they announced they sold.
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2xdog retweeted
Replying to @Dogetoshi
The flywheel works perfectly fine in reverse. x.com/lowstrife/status/19257…

23 May 2025
Replying to @lowstrife
In the end, the flywheel will work just fine in reverse to unwind the entire scheme. Rebuying shares below mNAV 1.0 and selling the underlying assets to fund it. There is an argument for a fiduciary responsibility to do this, and Bailey is out there telling you he WILL do this.
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Jun 2
When did they change their website to reflect as EV mnav? Would be .69 on previous metric. “Community adjusted mnav” next?
18 Nov 2025
gg
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