@goslnt 🤙🏼

I don't trade anymore. But sometimes the game pulls me back in when I see something with **painfully** obvious upside. Oil is HISTORICALLY low in Gold terms. It makes zero sense. Long dated, deep out-of-the-money calls on USO (Jan/27 strikes) are available for prices that would get you a return of 20x plus if we even just mean-reverted WTI/Gold ratios... never mind if they dislocated upward in a conflict escalation. Not financial advice. Just posting a signed message on the best social protocol for future record. Chart credit:

Oil's Well That Ends Wells

143 Substack Posts Returns to the Beginning

(I disagree with the thesis that Gold is cheap in the current climate. INCONCEIVABLE!)

You’re about to buy long-dated call options again aren’t you papa?

What did we do before noise cancelling headphones… just raw dog pure focus like cave people??

GM. This is my politics

Does it matter if you’re right and the market says you’re wrong? #asknostr

GA. It’s October 3rd.

**TRIGGER WARNING** - - avoid consuming the following content if you are closed-minded or dogmatic (or just tired of this stuff, scroll on, all g)- - - The Monetary Spectrum: -“Pure” monetary: Paying wages in BTC, pricing in sats. -PARA-monetary: Things that make monetary exchange enforceable: timestamping deeds, court evidence, escrow proofs. -Fringe/non-monetary (but seemingly sticky): cultural inscriptions, memes, art, collectibles. The **para-monetary layer** is especially important because it shows Bitcoin can secure economic truth beyond just balances. That’s arguably more monetary than people realize. If I timestamp my house deed on Bitcoin, I’ve just created a globally portable, censorship-resistant **financial primitive**. That’s directly useful in an exchange economy. If two international firms anchor their contract hash to Bitcoin, that’s reducing counterparty risk and improving trust… which lowers friction in monetary transactions. Time-stamping is not a toy add-on. It’s expanding Bitcoin’s monetary surface area into domains where fiat/legal systems struggle.

GM. Best (only?) way to truly learn is by doing things and running into issues, eating shit, making adjustments and carrying on. I’m sure a certain amount of education/erudition is valuable as a supplement or even a strong base (especially in younger years), but as I get older I’m pretty convinced it’s overrated… you need to grow into your own creative action or you’ll be forever serving those who do.

GM. Another little share from the family fall hunt last week… possibly the most Canadian name for a plane ever: “Turbo Beaver”