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Deal hunting activated 🛍️ Discounts spotted, markdowns secured, value found. Smart spend mindset and walking out feeling like I won 😌 #bargainshopping #deals #savings #smartspend #shopping

10,891 görüntüleme • 6 ay önce •via X (Twitter)

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Michael Saylor gave me a two-word model for Bitcoin that explains this entire year: "Risk capital squared." Whatever is good for risk assets is really good for #Bitcoin. Whatever is bad for risk is really bad for it. Simple. But then he walked me through what's actually happening inside the risk markets right now, and this is the part most people miss. The equity market has split in two. A handful of AI monopolies raising $80 billion each, and then everyone else. "Every banker on Wall Street is out marketing the SpaceX deal, marketing the Anthropic deal." And the rotation logic is almost mechanical: "I know I'm going to get a 10 or 20% pop because the bankers are going to have to make the deal pop... So I'm going to get in on the deal and then I'll get out again." Mature money rolling out of three-year-old positions into hot deals engineered to pop. That's the drain. Bitcoin isn't funding the AI boom, it's maybe 2 or 3% of the capital, but it's the asset that feels every dollar leaving. And the line that reframes the whole "institutions abandoned Bitcoin" panic: "They're not maximalist in anything. They're not religious ideologues. They can be excited about this deal this week. They'll be excited about another asset next week. And they're all looking at relative value." The money didn't convert to another religion. It never had one. It chases relative value, and right now the deals pop harder. Which means the question isn't whether the capital comes back. It's what relative value looks like when the deals stop popping.

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James Simons, the legendary mathematician who built the single most successful hedge fund ever run, averaging 66 percent a year, decade after decade, without slowing down: "I can show you the exact reason smart people lose money, and it has nothing to do with being smart. It took me years to actually believe my own answer, and believing it changed everything I built after." nobody outside his own firm has heard him explain it this plainly. start with the feeling you already know. you check a position and something in you says you nailed it. the certainty feels earned, feels like proof you understand something other people don't. the next morning you check again. same read, same instincts, same person. now it feels like you never understood anything at all. nothing about how confident you felt yesterday predicted how wrong you'd feel today. most people chase a sharper version of that same feeling. a better instinct, a stronger gut call, one more signal to trust a little more than the last one. he spent years assuming that was the answer too. nobody pitching "high conviction" out loud admits their conviction might be the exact thing costing them money. they just call the losing days bad luck and the winning days skill. zoom out to how this plays out on a desk today. a trade doesn't happen because someone walks in certain they've spotted a winner. it happens because a tested model says so, and only because it says so, no exceptions carved out for a feeling that seems too strong to ignore. the industry sells conviction like it's the whole game. spend enough years watching your own certainty flip on you and you stop believing that. the skill was never having the best gut feeling in the room. it was building something disciplined enough to ignore that feeling completely, every single time, even when it screams at you to make the exception. the edge was never the smartest guess. it was refusing to make one. People pay six figures to sit in a room and hear this. it's in this video. for free.

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⭐️: When I first got this modeling offer, it was during our 'Ice On My Teeth' promotions. Director Bekker said, "We're thinking of creating a menswear line in March, and we have a really good idea. We'd love to have Seonghwa walk the runway, what do you think?" She asked for my opinion so kindly. I replied, "It's been a long-time dream of mine," they were so happy to hear that and said, "Alright, then I'll speak with your company.". That's how it all started. So I started working out diligently and kept preparing. But then the tour schedule overlapped, and I didn't have much time to take walking lessons. So as soon as I got back to Korea, thankfully, I had the opportunity to take lessons from an amazing model. That time was really fun. I also practiced on my own, kept working out hard. (But still) That whole preparation period was really tough. That runway moment was really short, just about two minutes of walking, but it felt like my heart was about to explode... It honestly felt like I was walking through a dream. To be honest, I don't think I had any thoughts in that moment. Everything just went blank. Honestly, I'm not even sure... What was breally feeling at that moment? But one thing I'm sure of, my heart was beating a lot. So many people helped me along the way. I'm truly grateful to our ATINY as well for giving me the chance to chase my dreams and to dream even bigger. I’m really grateful. I feel relieved. Really, deeply relieved. If I had gone into this thinking, "It's just walking, no big deal," I don't think it would've meant this much to me. Because I saw this as my long-held dream of mine, and because I felt such deep gratitude toward ATINY, I carried a strong sense of responsibility. And I genuinely love the brand Isabel Marant, so that made me work even harder. Maybe that's why...I really don't have any regrets. I just feel proud. People around me would say things like that. Once, while I was working out, someone asked me, “Why are you going so far? You're already slim, you're not going to gain weight anyway. Why push yourself like this?" I don't want to regret it. And.. because I can do it. Yeah, because I can do it, I do it. And like that, I think that's how I grow. From here on, I'll keep moving forward at my own pace. Even if it's a slow walk, I won't stop. I'll make sure to keep growing, always. #SEONGHWA #성화

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