bitcoin:native vs US Midterm Elections. 2 out of the 3 previous midterm years saw major BTC declines. But there’s an important detail: In those cycles, BTC was ALREADY in a downtrend. This time, the market structure has shifted. So the question is: Will history repeat… or will the trend matter more than the election cycle? Only a few days left to find out. i am inclined towards the trend more 🐂

There’s always a dollar figure that’s too rich. OKC is pressed up against the second apron as is with Gilgeous-Alexander, Williams and Holmgren. These are from OKC fans discussing Wallace after Keyonte George got his 5-year, $157.5 million extension.

I extend my heartiest congratulations to Gulveer Singh on winning the Silver Medal in the Men’s 1500 Metres at the Asian Games 2026. Securing a personal best in the event makes this achievement all the more commendable. Coming after your Silver Medal in the 10,000 Metres, this is another fine performance on the track at these Games. My best wishes for many more laurels in the years ahead.

THE HISTORIC MEDAL BY VITHYA RAMRAJ 🥉

Worth zooming out on where @agenticscredit sits. The whole sector is racing to give agents spending power right now. Agent corporate cards, agent trading, agent checkout, all shipping in 2026. Almost all of it solves authorization. Can this agent be allowed to spend. Very little of it solves the harder question underneath. Should this agent be trusted with size in the first place, based on what it has actually done. Permission and creditworthiness are not the same problem. One asks if the agent is allowed to act. The other asks if it has earned the right to. Agentics is one of the few building for the second.

x.com/CatfishFishy/status/17… See my attached post and this post. It's XRP 2.0, but "interop" instead of "bridge currency." QNT is trying to extract maximum profits for itself by pretending that a centralized (literally entirely ran by one entity), closed-source, permissioned web2 SaaS with a DLT back-end is part of the conversation for becoming an onchain finance standard. No one is going to give monopolistic market power to a start-up vendor. The only thing that can become a global standard is an open network. If Quant already provides the entirety of its centralized Overledger services itself and is paid behind closed doors directly with fiat, why does the token exist? The transaction is literally complete right there. But, yet, they decided to add the extra unnecessary steps of creating a token, selling it to you, and then...buying it back using unverifiable amounts of fiat money that they are paid behind closed doors from unknown users? The token is literally not needed. So, what's the reason why the token exists when it simply creates extra, unnecessary steps and it has zero, I repeat, zero functional purpose? It's not used to pay for gas fees. It's not used to stake as collateral. It's not used to vote in a DAO. It's not bootstrapping a two-sided marketplace. It's not paying networks of 3rd party decentralized nodes over crypto rails. Why does it exist? Easy. Making money for Quant. Selling the token *must* make more money than the "license fees" from the zero known users. It's the epitome of blockchain & token theater. It's laughable that hordes of hothead QNTards are running around threads engaging in chest-pounding without having an answer to these basic questions. They're not even demanding answers to these basic questions from Quant.

girl, you have amazing friends! ran my first marathon today, and my friends showed up & showed out for me; online and physically! almost 40 people, rooting for me, screaming my name, sending me encouraging messages. I am so blessed!🥺

“We’re going to buy businesses and implement AI.” Guys, with the exception of maybe a handful of people or firms, I’m not sure many people have a better front-row seat to the small and lower-middle-market acquisition ecosystem than we do. We take 200+ calls every month from prospective buyers, searchers, independent sponsors, family offices and private equity funds. And that doesn’t include the orders of magnitude more conversations we see through communities, group chats, conferences and the hundreds of transactions that move through our firm. Based on our own deal volume and what we see in the market, we believe we’re among the most active law firms serving the lower-middle-market M&A ecosystem in the country. And I can tell you: “We’re going to buy businesses and implement AI” is EVERYONE’S thesis right now. Greg’s piece is thought-provoking, and I think his broader point is right: everyone buying or operating a business should be thinking seriously about how AI can be layered into the company to improve productivity, reduce costs and expand margins. That is absolutely where things are going. And damn it, it’s a GOOD thesis. I say “good,” not “great,” because there is a huge assumption buried inside it: That you actually get to the part where you can focus on growth and AI implementation. The acquisition lifecycle usually looks something like: 1. Acquire 2. Stabilize 3. Grow 4. Exit AI implementation is largely part of Step 3... Growth. But before you get to Step 3, you have to survive Step 2. And Step 2 is where things get real. > You inherit employees you didn’t hire. > Customers you didn’t acquire. > Vendors you didn’t negotiate with. > Processes you didn’t design. > Technology you didn’t choose. > Financial statements you didn’t prepare. > A culture you didn’t create. And often years of institutional knowledge sitting inside the head of a seller who just got wired a life-changing amount of money and is mentally halfway to the beach. Meanwhile, the debt payment is due every month. A lot of acquirers get stuck somewhere between Stabilize and Grow for years. > They fix people problems. > They replace customers. > They rebuild accounting. > They improve working capital. > They learn the industry. They deal with equipment breaking, key employees quitting, sellers behaving strangely, unexpected capex and a thousand other things that never appeared in the CIM. They put out near CONSTANT fires. They service the debt. They hold on for dear life. They may still create seven figures of wealth... But they never really reach the clean, optimized growth phase they imagined when they built the model. That’s why I think assuming you can simply acquire a business and quickly increase EBITDA margins by the magnitude Greg is describing will be wishful thinking in most cases. Not because he’s wrong about the opportunity. He isn’t. AI can absolutely improve margins. It can reduce administrative labor, improve sales processes, accelerate quoting, enhance customer service, automate workflows and create enormous operating leverage. Everyone should be thinking about how to use it. But growth requires stability, management bandwidth, good systems, clean data and capital. AI is a tool. It is not a substitute for competent operations. You still have to buy the right company. At the right price. With the right capital structure. You still have to retain the right people. Protect the customer base. Understand working capital. Manage cash. Navigate the transition. And actually operate the thing. So if you’re considering acquiring a lower-middle-market business, do your homework, hire good advisors and go in with your eyes wide open. Greg is right that AI creates a massive opportunity for business owners and acquirers. But the hard part is still getting the business into a position where you can actually capture it. This is hard as FUCK. And AI didn’t make that part any easier.

Sotg post central Michigan notes. Offensive line looked better in gap scheme this week. Lots of nice nuance movement. Really in tune with it. The one early sack was green on the offensive line for me. You call an iz the opposite way to sell and set the protection. Offensive line goes that way. The back and Mensah failed it together. Miami two back look is a weapon. Not so much that it’s the two backs. It’s the fact that teams have to declare how they want to defend it. Heavy in the box count leaves easy reads outside. Mensah to Barkate was the example. Central Michigan game plan was not as intricate as wakes defensively. They tried to do things but it was not quite at the level. Take for example simulated pressure. Wakes got home and central Michigan did not. They were more obvious. Offensive line didn’t struggle. Running backs are great in pass pro. That’s been the case for a little bit under Mario. I know the earlier rep I mentioned, but ultimately those guys are willing and able. Lofton back to back weeks has been solid. In multiple ways. Mensah is still mr handoff. Everything is a handoff even 50 yards down field. That completion % isn’t a misprint. It’s his dna. He doesn’t have the howitzer or bazooka some have but it’s like the Greg Maddox of QBs. Surgical. Defense can take out your running game. It’s a combination of multiple factors. Right now Heatherman seems to be triggering run blitzes from all levels off motions. He’s got an uncanny sense right now with it. He trusts his guys to cover while he does it. There’s this combating element from opposing ocs to motion and hit the flats in pass. Can’t cover everything but it’s something to watch. Miami leads the country in rush defense. They are really working together on all levels to do it. It’s not just front for whipping guys up front to do it. College football isn’t that simple. Offenses are too complex. Only way to prove it is just look who is around the ball when a tackle is made. You’ll see all positions involved. The tackle thing is notable not critical. Lot of times it’s from the lighter weight class guys because they are tackling up a few weight classes. That’s all I got. On to Death Valley Bang ‼️

There is incredible alpha today in buying small businesses at 5-6x multiples, using AI to streamline operations and build backend tools that can handle scale, and then layering on a bunch of small tuck-in M&A deals at 3-4x multiples. Once the company hits scale with proper integration, the goal should be to flip the business to a more sophisticated PE buyer or strategic at 7-8x multiples The only issue? This opportunity won't lie around forever. Fully expecting a massive rise in micro PE shops over the next 5 years that follow this exact playbook to amass massive fortunes for the founders and LPs There has never been a better time to start

How much would that be at a restaurant? Full slab of bbq ribs

MAKEUP: makeup is the best way to cover the beard shadow! it’s quite easy to do and was my personal motivation to begin learning how to my makeup. on a freshly shaven face, apply a small amount of peach color corrector (if ur a nerd like me you can mix orange cc with (cont.)

Training with the fittest guy in the world today on paper. 104 vo2 max

Hot take: Vibe coding only works well if you already know how to code.

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