Small modular nuclear reactors are the future of power
“I think these small modular reactors, like all the red tape that stops them from really being able to be deployed, that's just going to get ripped straight off because they're going to there's going to be a huge energy shortage. These companies like Olo are just going to like put one of those reactors in the middle of nowhere and you just have a data center there. Like that's 100% going to happen. They find the most optimal ground with the most because one of the things the balance is weather.”
Job displacement from AI could reach 20 percent unemployment
“Okay, so here's what's going to happen. We're going to have 20% unemployment. Call it 15 to 20%. Then you've got mix that with 14 to 16% inflation or being generous, maybe it's 10, maybe it's 12, but it's double digits. So the problem is like they're not losing their job like, 'Oh, damn. I got to go figure out where to work next.' It's like, no, no, no. Monster.com, they've removed that job description. Like, you can't list a job for that anymore.”
AI data centers will integrate mining for load balancing
“The cool thing from a Bitcoin perspective, and I could be wrong on this, but just the way I look at it is I think a lot of these AI data centers are going to need some amount of Bitcoin mining in them to help balance their load. Like it being flexible load within that stack is going to be super useful. And if these if we have more and more of these data centers popping up, hash rate might grow through this. It definitely could because it will be the residue or the offcuts of the big AI engine operating.”
Mathematics breakthroughs could eventually compromise current cryptographic standards
“I think it breaks definitely. Quantum will be a pain in the ass for lots of things, but for cryptography, it's really like an advancement in the knowledge of prime numbers. Because that's sort of we build on not knowing these guys as well as we know everything else in the universe. And I think that's where the patterns will come through from. AI will be able to see what prime numbers are trying to do. And so prime numbers basically... every cryptographic key is the mixture of two prime numbers and we don't know how to unmix them.”
AI will receive priority over Bitcoin for energy resources
“Bitcoin has a chance of losing the energy conversation. It's not even going to be a question. It'll be, yeah, AI gets first preference. It will make it very scary the rounding up of the energy sources and sort of reprioritizing them. They will ration it for whatever is the most beneficial. That's up against it because Bitcoin's security policy is energy. You get to a point where countries need to start accumulating Bitcoin or figuring out how to accumulate Bitcoin because they need to.”
Bitcoin mining centralization decreases as firms pivot to AI
“I think breaking up the pub codes to some degree might be really bullish. I think you were the first person to explain this side of it to me once upon a time because someone said it's a benefit to have these guys splitting their time and attention. These big guys that get to that status of like Iris or whatever where they go, you know what, we do a bit of AI because it's going to drop their ownership, relative ownership of the Bitcoin network down. And I think that trend in general is going to be a great benefit.”
Governments will ration energy for AI as public necessity
“They will ration it for whatever is the most beneficial both to them and to the I suppose the populace. But generally speaking, like that's that's up against it because Bitcoin's security policy is energy and it's like now if that starts getting eroded a little bit and the big miners start getting pushed out that has a it has a positive effect as well where big miners being broken up or hey Marathon you can't have five hydroelectric dams we need three of them running AI stuff for open AI.”
Long Verification Loops - Scientific breakthroughs like Kepler’s laws often endure decades of 'epistemic hell' where the correct theory initially yields worse predictions than the status quo, requiring human heuristic judgment over simple RL loops.
“AI makes papers richer and broader, but not deeper.”
Human-AI Hybridization - The future of mathematics lies in semi-formal languages that allow human intuition to interface with machine rigor, ensuring that humans can still derive understanding from AI-generated solutions.
“AI makes papers richer and broader, but not deeper.”
Cash-secured puts enable buying stocks at target discounts
“A cash-secured put can be used to have a fake limit order to buy the stock while collecting cash. I'm selling the put, so if that person wants to sell the stock to me, I will buy it. If the stock goes down enough to my target price, which I'll base on a P ratio or a dividend yield, I'll end up buying the stock. And if it doesn't, it doesn't matter. I get to keep that premium too.”
Job displacement from AI could reach 20 percent unemployment
“Okay, so here's what's going to happen. We're going to have 20% unemployment. Call it 15 to 20%. Then you've got mix that with 14 to 16% inflation or being generous, maybe it's 10, maybe it's 12, but it's double digits. So the problem is like they're not losing their job like, 'Oh, damn. I got to go figure out where to work next.' It's like, no, no, no. Monster.com, they've removed that job description. Like, you can't list a job for that anymore.”
Use options as insurance rather than pure speculation
“Options are like fire, you can use it to heat your house or to burn it down. It's kind of sage advice. Fear is a good emotion—or maybe respect for options—because if you don't know what you're doing, you can end up in a whole bunch of trouble. But if you do, man, I think it can be life-changing.”
Bitcoin mining centralization decreases as firms pivot to AI
“I think breaking up the pub codes to some degree might be really bullish. I think you were the first person to explain this side of it to me once upon a time because someone said it's a benefit to have these guys splitting their time and attention. These big guys that get to that status of like Iris or whatever where they go, you know what, we do a bit of AI because it's going to drop their ownership, relative ownership of the Bitcoin network down. And I think that trend in general is going to be a great benefit.”
Prioritize high liquidity for better option execution prices
“Because I was a liquidity provider, I understood how liquidity providers think. So I was able to middle markets and get better fills because I was able to understand my opponent. The market maker is not trading directionally, but you may be. So the only thing you're really fighting the market maker for is the fill price. If you understand how market makers think, you can get better fills, which will benefit you in those less liquid names.”
AI will receive priority over Bitcoin for energy resources
“Bitcoin has a chance of losing the energy conversation. It's not even going to be a question. It'll be, yeah, AI gets first preference. It will make it very scary the rounding up of the energy sources and sort of reprioritizing them. They will ration it for whatever is the most beneficial. That's up against it because Bitcoin's security policy is energy. You get to a point where countries need to start accumulating Bitcoin or figuring out how to accumulate Bitcoin because they need to.”
AI entities will choose Bitcoin for its objective verification
“I think with AI as a species, its preference will be bitcoin and that's not like a 'I like bitcoin'—it needs to be that. It's just its job is to execute functions and that's what code bases do. It relies on objectivity, not subjectivity. So, it can't be like, no, no, no, it's good. The supply is good for it. My mate Jimmy works there. He told me that just doesn't fly for it. It's like, I need the data or no data at all. And so I think for that reason it'll choose Bitcoin.”
Options reduce portfolio risk by lowering standard deviation
“When we look at stock prices, risk is measured by something called standard deviation. Basically, what it means is it measures how big price swings are. When we diversify, that smooths that out. But options enable us to take that yet a step further... we can actually use options on that ETF and further tip the scale in our favor by reducing the standard deviation and squeezing a little more juice out of it and improve our returns over time.”
Knowledge is the primary barrier to options investing
“The only barrier to entry when it comes to adding options to the investing you're already doing is knowledge. They say the more you learn, the more you earn, and that is about as true as it can ever be when it comes to investing, and especially with options. You don't have to know everything there is to know, but you have to start somewhere. Start small, practice, and build on those skills.”
“We call it the wheel because it rotates from one trade to another, and it's a continuous cyclical process. Once I sell a covered call and the option expires, great, I sell another one. For those times when the stock goes up and I sell the stock, I'll allow my stock to be called away from me. And what I'll do is then I'll sell a cash-secured put, giving somebody the potential to buy it back. I'm always cycling through either of those two trades.”
AI data centers will integrate mining for load balancing
“The cool thing from a Bitcoin perspective, and I could be wrong on this, but just the way I look at it is I think a lot of these AI data centers are going to need some amount of Bitcoin mining in them to help balance their load. Like it being flexible load within that stack is going to be super useful. And if these if we have more and more of these data centers popping up, hash rate might grow through this. It definitely could because it will be the residue or the offcuts of the big AI engine operating.”
Mathematics breakthroughs could eventually compromise current cryptographic standards
“I think it breaks definitely. Quantum will be a pain in the ass for lots of things, but for cryptography, it's really like an advancement in the knowledge of prime numbers. Because that's sort of we build on not knowing these guys as well as we know everything else in the universe. And I think that's where the patterns will come through from. AI will be able to see what prime numbers are trying to do. And so prime numbers basically... every cryptographic key is the mixture of two prime numbers and we don't know how to unmix them.”
Covered calls generate consistent income like synthetic dividends
“A covered call is when I own a stock and I sell what's called a call option. I'm selling that person the right to buy the stock from me at a specific price, which is usually a higher price. I'm getting this extra premium for just simply putting in a limit order. I can create this kind of fake dividend cycle every two weeks in a lot of stocks.”
AI entities will choose Bitcoin for its objective verification
“I think with AI as a species, its preference will be bitcoin and that's not like a 'I like bitcoin'—it needs to be that. It's just its job is to execute functions and that's what code bases do. It relies on objectivity, not subjectivity. So, it can't be like, no, no, no, it's good. The supply is good for it. My mate Jimmy works there. He told me that just doesn't fly for it. It's like, I need the data or no data at all. And so I think for that reason it'll choose Bitcoin.”
Governments will ration energy for AI as public necessity
“They will ration it for whatever is the most beneficial both to them and to the I suppose the populace. But generally speaking, like that's that's up against it because Bitcoin's security policy is energy and it's like now if that starts getting eroded a little bit and the big miners start getting pushed out that has a it has a positive effect as well where big miners being broken up or hey Marathon you can't have five hydroelectric dams we need three of them running AI stuff for open AI.”
Small modular nuclear reactors are the future of power
“I think these small modular reactors, like all the red tape that stops them from really being able to be deployed, that's just going to get ripped straight off because they're going to there's going to be a huge energy shortage. These companies like Olo are just going to like put one of those reactors in the middle of nowhere and you just have a data center there. Like that's 100% going to happen. They find the most optimal ground with the most because one of the things the balance is weather.”
