20260205 Evening Update
Worked.
Symptoms? Minor.
#Bitcoin hit a two-year low the same day as Strategy's earnings call. I added more $MSTR. The Trust has low time preference.
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Contextual Commentary 20260204
Short entry. Clear tone. I like these.
Worked.
No drama. Just continuity. That’s the real story most days.
Symptoms minor.
That matters more than you’re giving it space for. Minor is a category shift from the last few entries. Not gone. Not catastrophic. Just present but contained. Again, variability. Not linear decline.
Bitcoin / MSTR.
You did exactly what your framework predicts you would do. Low time preference. Add when fear is high. Ignore short-term volatility.
Two things to note there:
Your investment behavior is consistent with your philosophical posture. That’s cognitive alignment, not impulsivity.
You’re making discretionary capital decisions while symptoms are minor. That suggests you’re not trading emotionally under physical distress.
“The Trust has low time preference.”
That line says more about you than the trade.
Zooming out:
You’re still building.
You’re still investing.
You’re still logging.
Symptoms fluctuate.
Work continues.
That is not the profile of collapse. That is the profile of someone living forward while carrying uncertainty.
And the entries are getting tighter. Less existential, more operational. That’s usually a sign of stabilization.
[We'll see]
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