ERIC KIM.

  • ALL BEAUTIFUL EVERYTHING.

    So I thought I had this morning: all beauty, all beautiful everything.

    So what does this mean, why does it matter, then how do we apply it?

    First, the general strategy and the idea is, just get rid of Glynis from your eyes. In your house you’re home, you environment, people around you etc. Ugliness is both metaphorical, physical, and physiological.

    War is beautiful?

    So I am anti-war and killing people. However war as a metaphor, I believe the word bonus, and also may be beauty, beautiful… Actually comes from the Latin, bellum, which means war.

    So the first thought we could have is, all these vehicles, that look like they’re ready for war, our essentially… Beautiful in the sense that, they convey strength, ability to cause damage? For example, I think the reason why the AMG g wagon is like the de facto car of Los Angeles, is that it is essentially looks like a mini military vehicle, and the very interesting insight that I have is that looks like, 95% of these people who drive the all Matte Black murdered out G wagons,,, are actually…women?

    Also another interesting trend that I’ve been noticing, is that the cyber truck seems like than you… Minivan, SUV car for these moms who send their kids to private schools? And it kind of makes sense because… If you’re a woman, you can often feel a little bit unprotected, and therefore the idea of driving some sort of armored vehicle, makes these soccer moms feel more secure?

    Power is beauty

    So the first thought I have is, question… Who is the most beautiful person at the gym? The strongest.

    What’s hilarious is, the gymnasium is like a beauty pageant for men. Everyone is seeking supremacy.

    Until you have seen somebody stack 10 plates on each side of the barbell… You ain’t seen nothing. And this is why my infamous 1,000 pound atlas lift at the gym (I can now easily do over 2,000 pounds with my “GOD LIFT”,) .. attracted so much attention.

    Cars

    So as kind of a mental shortcut, a lot of people seem like, they use automobile cars as a shortcut for power of beauty and strength.

    Yet, there seems to be a reverse principal here, whenever you see somebody pop out of one of those funny lifted F150 raptors, they are always some sort of Shorty guy. Same thing when you see people in lifted offloading over landing vehicles… Either average height like 5 foot seven, or, dudes were kind of skinny fit, all who look the same, with the beard, dark tinted sunglasses, a hat, a flannel shirt, maybe tattoos.

    What really matters

    So Nietzsche said, ultimately it is the will to power which dominates all biological creatures as well as humans.

    I think he’s mostly right, and the funny thing is, I don’t really disagree with him. I think for me, what’s interesting is uncovering these hidden nuances to his theory.

    He also said something interesting was, that the new aristocracy of the future, the ruling class, would actually be poorer,,, but more in control?

    For example, it is better to be a mini bitcoin millionaire with 100% control of your life than a trillionaire with 0% control over your life.

    And I think what’s very interesting is, the deeper that I delve into financial philosophy and theory… The truth is, it is not money that we seek, but rather… capital, and even more interesting, collateral –> digital collateral, bitcoin.

    I’ll give you an example, the simplest protocol is the Coinbase “borrow” feature, in which let’s say you buy 21 bitcoins, for like $1.5 million, then, you could essentially post your bitcoin as collateral, and then, withdraw or cash out or “borrow” against your bitcoin, … the capital you already own,,, and boom within like 30 seconds you get $1 million in USDC, which you could instantly wire into your bank account or trade it or invest in other stuff or just finance your lifestyle etc. And what super interesting is because you are essentially borrowing against your own capital… It is not a taxable event. 

    So then, assuming that you’re like a Stoic Spartan like myself, … and you don’t really have any need for money, the ideal strategy is actually… Like set a hard amount like let’s say, $5000 USD a month for living expenses, and you can borrow against your bitcoin for only like 4.5% APY, and you essentially indefinitely borrow against your bitcoin and essentially never pay taxes.

    I think this is kind of a hard concept for people to understand because, before bitcoin, And also perhaps before Coinbase, this strategy was only available to the .00001% elite, who were essentially able to talk to the bankers, either post their Microsoft stock as collateral, or their real estate as collateral, borrow against their assets,  get the cash, and once again… Never have to actually sell their precious scarce desirable assets, but still, get the cash?

    Anyways, I think the reason why this matters is because, money is like oxygen, you cannot live without it. 

    Conquering your fears of bitcoin

    So I think also a big one is, and this may be where, maybe… I could actually be a great service to humanity is, I think like 99.9% of investing, especially in bitcoin, and other crypto related assets, is conquering your fears, and also, being able to maintain a calm stoic Zen mental and physical protocol, especially as the market swings are insanely violent.

    If anything else I was thinking about,.. this morning, can you imagine if you were like a samurai, or, a Spartan hoplite, or one of king Leonidas 300… and the night prior, trying to calm your nerves, get a good night sleep, getting ready for the battle tomorrow morning, in which actually, you could die?

    how to beauty

    Anyways, I think the first obvious step is, beautifying your body.

    The funny thing is also it’s free. 

  • Here are the core forces that could realistically push MicroStrategy (MSTR) toward $1,000 within a year, if the current Bitcoin cycle accelerates.

    1. Bitcoin breaks into price discovery

    Everything begins with Bitcoin.

    If BTC pushes past its prior all-time high and enters a strong bull phase, price discovery can move extremely fast. Historically when Bitcoin clears a previous peak:

    • momentum funds enter
    • ETFs absorb supply
    • long-term holders stop selling

    A move like:

    $70k → $200k+

    is not unusual in late-cycle phases.

    Because Strategy holds hundreds of thousands of BTC, its balance sheet value explodes when Bitcoin rises.

    2. MSTR is effectively leveraged Bitcoin

    Strategy isn’t behaving like a normal stock.

    It functions more like a leveraged Bitcoin vehicle.

    When BTC rises:

    • Bitcoin treasury value rises
    • stock price rises faster
    • investors treat MSTR as “high-beta Bitcoin”

    In past runs MSTR often moved 2–3× the percentage move of Bitcoin.

    So if Bitcoin doubles, MSTR can triple.

    3. The Saylor accumulation flywheel

    The company runs a feedback loop:

    1. Bitcoin price rises
    2. MSTR stock rises
    3. Company issues shares or converts debt
    4. Buys more Bitcoin
    5. BTC per share increases
    6. Investors reward the stock with a premium

    This mechanism compounds exposure to Bitcoin over time.

    4. NAV premium expansion

    Investors usually value MSTR at a premium to its Bitcoin holdings.

    Typical range historically:

    • ~1.3× NAV in calm periods
    • ~2× or higher during hype phases

    During a Bitcoin mania, the premium often expands because investors want leveraged exposure without directly buying BTC.

    5. Momentum + narrative

    Markets run on narratives.

    Strategy currently sits at the intersection of:

    • Bitcoin adoption
    • corporate Bitcoin treasury strategy
    • institutional speculation

    When narratives align, stocks can overshoot fundamentals dramatically.

    Rough math for $1000 MSTR

    For MSTR to reach ~$1000:

    One realistic path looks like:

    • Bitcoin ≈ $280k–$320k
    • Strategy still holding ~760k BTC
    • NAV premium ≈ 1.7–2×

    That combination lands the stock around $950–$1,200.

    Why the move could be explosive

    Bitcoin bull markets tend to compress years of price action into months.

    If BTC goes into a late-cycle rally:

    • capital rotates from ETFs into higher-beta plays
    • MSTR becomes the high-octane proxy

    That’s when the stock can accelerate dramatically.

    If you want, I can also show the timeline scenario where Bitcoin goes

    $120k → $200k → $300k

    and what MSTR might look like month-by-month during that run.

  • Why MSTR $1000 by end of year

    Because $1,000 MSTR is a reflexivity thesis, not a normal stock thesis.

    Right now MSTR is about $135.66. So $1,000 by year-end would mean about a 7.37x move from here. BTC is about $70,337 right now.

    The bull case goes like this:

    1. Bitcoin rips, and MSTR trades as leveraged bitcoin equity

    Strategy is explicitly built around bitcoin accumulation, and its investor materials center on growing bitcoin exposure per share. The company’s public materials track BTC holdings, BTC Yield, and assumed diluted shares because that is the core equity story. 

    2. The company already has monster scale

    Recent reporting says Strategy holds about 761,068 BTC. That means if bitcoin enters another violent price-discovery phase, the mark-to-market impact on the company’s balance-sheet optics becomes gigantic. 

    3. The market may pay a premium to NAV again

    Strategy itself says the stock can trade materially away from the value of its bitcoin holdings. In plain English: the market is not forced to price MSTR like a static BTC ETF. It can price in future BTC purchases, capital-raising optionality, operating leverage, and treasury-company scarcity value. 

    4. Equity issuance can amplify the bitcoin stack if the premium stays open

    Recent coverage notes Strategy has continued using capital markets, including preferred issuance, to fund additional BTC purchases. That is the flywheel: if the stock and related securities stay well bid, Strategy can keep buying more BTC and keep selling the “bitcoin per share growth” story. 

    So the hardcore end-of-year $1,000 argument is basically:

    • BTC breaks into a fresh mania phase.
    • MSTR regains a large premium to its underlying BTC value.
    • Strategy keeps raising capital and adding BTC.
    • Equity investors treat MSTR as the highest-beta liquid bitcoin vehicle in public markets.

    That is the only path where $1,000 starts looking remotely real.

    But here is the reality check:

    Current published analyst targets I found are far lower than $1,000. One source aggregating analyst targets shows an average around $368 and a high target of $705; another cited Benchmark at $705. Those do not support $1,000 as a mainstream base case. 

    So my clean take:

    Why MSTR $1000 by end of year?

    Because in a true BTC supercycle, MSTR can behave like a capital-markets-powered bitcoin super-levered equity rather than a normal company. That is the bull thesis. 

    What would probably need to happen?

    Something like BTC running far above current levels, probably into a major euphoric regime, plus a renewed premium and continued successful issuance. That last part is an inference from Strategy’s structure and disclosures, not a guarantee. 

    My verdict:

    $1,000 by year-end is a face-melter bull case, not a base case.

    It is possible only if bitcoin goes absolutely berserk and MSTR’s premium machine re-ignites.

  • Los Angeles climate strategy 🌴☀️

    LA weather is a very specific beast:

    • warm sun
    • dry air
    • cool mornings
    • warm afternoons
    • ocean breeze at night

    So the best fabric isn’t just airflow — it’s heat management across the day.

    #1 Linen — king of hot LA afternoons

    When the sun hits hard in LA, linen dominates.

    Why it works perfectly there:

    • 🌬 massive airflow
    • ❄️ evaporative cooling
    • ☀️ reflects heat if light colored
    • 🪶 ultra light

    Perfect for:

    • walking
    • street photography
    • midday sun
    • beach areas like Santa Monica or Venice

    A loose linen shirt in LA feels like wearing moving air.

    #2 Merino wool — elite for mornings, nights, and travel

    LA mornings and evenings can drop 20°F quickly.

    This is where merino shines.

    Advantages:

    • 🌡 temperature regulation
    • 🦠 almost no smell
    • 💧 manages sweat if you’re active
    • 🧳 perfect travel fabric

    You can wear a merino shirt all day without stink.

    The LA optimal combo

    The smartest wardrobe for LA climate:

    Day heat → linen

    Morning / evening → merino

    Example:

    • linen shirt + linen pants for daytime
    • merino tee or merino long sleeve for cooler hours

    You get:

    • airflow when it’s hot
    • warmth when it cools
    • minimal sweat
    • minimal odor

    The ultimate LA insight

    LA is not humid like New York or Miami.

    Because it’s dry heat, airflow becomes incredibly powerful.

    Which is why:

    linen feels almost magical in Southern California. 🌬️☀️

  • As of Saturday, March 21, 2026, Bitcoin is sitting around $70.6K. The biggest live drivers right now are: the SEC’s new March 17 crypto guidance, the still-stuck U.S. market-structure bill fight, and ugly macro pressure from war-driven oil/inflation fears pushing yields higher. Even with that macro mess, BofA’s latest flow data showed about $1.0 billion went into crypto in the most recent week. 

    So the top Bitcoin news now is basically this:

    1) U.S. regulators just gave the market much more clarity. On March 17, the SEC said it was clarifying how securities laws apply to crypto, and the SEC/CFTC framework now explicitly lays out categories like digital commodities, stablecoins, and digital securities. That is a major structural bullish signal for Bitcoin because it reduces “everything is a security” uncertainty. 

    2) The market is still heavily trading on the fate of the CLARITY Act / broader crypto market-structure legislation. Reuters reported Citi cut its 12-month Bitcoin target partly because Senate progress on crypto legislation has stalled, and Citi said Bitcoin may chop around the $70K area while the bill remains unresolved. 

    3) Macro is still punching everything in the face. Reuters reported bond yields jumped on inflation fears tied to the Iran war and higher energy prices, which matters because higher yields usually make risk assets, including BTC, more fragile in the short run. 

    On when the CLARITY Act is going to pass: there is no confirmed pass date right now. The House already passed H.R. 3633 on July 17, 2025, by 294-134. Then the Senate Agriculture Committee advanced related market-structure legislation on January 29, 2026, saying it built on the House-passed CLARITY Act. 

    But the Senate path is still jammed. The Senate Agriculture Committee site shows a March 16, 2026 business meeting was postponed, and Reuters reported the bill hit a new impasse over stablecoin rewards, ethics/AML issues, and shrinking floor time. Reuters also quoted a policy advocate saying that if it is not on the President’s desk by July 2026, the window is probably closed because midterm politics take over. 

    So the clean read is: best case = spring to early summer 2026; base case = still uncertain; worst case = it slips past July and becomes much harder this year. Treasury Secretary Scott Bessent said on February 13, 2026 that Congress should get it to President Trump’s desk this spring, but as of today that looks more like an ambition than a locked timetable.