So, a big thing: I the primary issue here is that I am hungry for signal, critical information, things would actually make a difference in my personal life and my family life, and for my family, and also potential future generations of my family, I am not interested at all about noise which is unrelated to myself.
So, currently I’m about 75% fully invested in bitcoin, the other 25% in MSTR strategy stock. Also about 1% of my portfolio, maybe only about like 20, $25,000 in MSTU, a 2x long leveraged to MSTR investment vehicle.
So anyways, anything that has to deal with bitcoin, isn’t my own personal interest. And now, that Trump has signed the strategic bitcoin reserve into order, what that then means is that bitcoin has entered a new generation: a new advancement which is interesting, a marriage between nation nation state, and the wider global macro economy?
What that means is bitcoin is not an enemy to the US dollar, but rather an ally?
What’s going on right now
I think the best way to figure out what’s happening right now is to study and read the book, “the art of the deal, which was written by Donald Trump or maybe his ghost writer along time ago, I think when Donald Trump was only in his early 40s?
Anyways, what you learn is that actually, Donald Trump is a quite simple man. I don’t even think he drinks alcohol. He knows the virtues of bravado, toughness, negotiation, glamour and selling the dream.
If anything, I would read not reading the book sooner. The art of the deal is like a master class on real world economics, real world business; I find it more important than ever to read it today, because assuming that bitcoin is like the new digital real estate, You begin to appreciate how seamless bitcoin is because of insane politicking you have to do with regulators, in order to get anything built in Manhattan.
Anyways also, contrary to popular believe, no no no… Donald Trump is not 3.0, and I’m starting to realize more and more, that anyone who votes these wrong analogies, they themselves are a bit dangerous and poisonous. Why? We should not over-sensationalize Reality; I call this the quote effect, the bite effect, the soundbite effect, or quote bite effect. 
The general idea is in order to pump viewership, and increase advertising revenue, the news is always looking for victims, sensational people who get lots of views, Donald Trump being the ultimate actor, and essentially subsection, and sub-biting any and every single thing that Donald Trump says, and views it in a false way. 
Now what happens is when you have a false version of reality that is endlessly repeated on the news, whether it is true or not, it becomes reality. But in fact, almost never does anyone actually watch all of the raw footage.
I don’t necessarily think this is laziness, or bad acting; it is simply a time economics thing.
If you make your living selling advertisements and views and “engagement“ on social media… It is actually in your best interest to watch as little as possible of the largest quantity of sensational things, and to keep posting it, in order to maximize views, and eyeballs and engagement metrics, Rather than seek the truth.
The truth is not profitable
Lots of wisdom from the art of the deal:
“We live in a perverse culture”–
For example, we live in kind of a perverse society and culture,  in which negativity is good. For example, even Donald Trump wrote that back in the day when he was building Trump tower, and he got all this negative press, that in fact, the more that he got, even if negative, actually stimulated sales! He himself said “Certainly good news is preferable to bad news, but even bad news is good“. 
we new philosophers 
So assuming that we are the new philosophers, we are so high and lofty that we don’t really care for politics. Like my friend Dave says, Donald Trump was on the world wrestling entertainment wrestlemania at least two or three times, which means that he treats politics like wrestling. We all know it is fake but we all love to watch anyways. Anybody who legitimately thinks that professional wrestling is real, avoid them. Kind of like when certain kids are hoodwinked into thinking that Santa Claus is real.
Plato and the cave 
A new thing I’ve been trying to do is going to the source. Whenever I hear of something or read of something that comes from somewhere else, I always try to go back to the source. It is often much more fertile and rich to do this way.
For example, essentially the matrix is built off of Plato‘s cave allegory. The idea is that you have a bunch of people chained up since birth, facing a wall of darkness, and there are shadows being projected from behind them; and the whole time these prisoners think that this is reality. Then one day, somehow… One of the prisoners Escapes or let go, and then actually proceeds to leave the cave. He is blinded by the sun because he has never used his eyes before. And once he realizes that all of his prisoner friends were in fact, just seeing false shadows of false reality, he feels like it is his moral obligation to go back and help them.
Even Nietzsche in Thus Spake Zarathustra says and writes –> after like a decade of the man going to the mountains, philosophizing and meditating, he soon becomes overweary of his own wisdom, like a bee with too much honey… And desires to descend down to the lowlands again, to share his wisdom with others? 
Which then makes me think and consider, and I believe in this is that perhaps we humans, there is like a naturalistic desire to be humanist, altruistic and to help our fellow man.
For example, if you’re walking at the mall and you see a random lady drop a toy with a child, without thinking about you just pick up the toy and give it back to the lady or the kid. There’s really no benefit to us, in some ways humans are like a beehive; Although we are much more subsectioned in our different types of beehives –, we all went to help our fellow bee?
bee shall not kill bee 
I think the first principal is that there is truly no economic benefit of man killing other men. I personally believe in the protect protection of all human lives, and the only wars we should be fighting our economic ones, metaphorical ones, or ones that are based from cyber warfare video games, ones and zeros?
In fact, I think it is much more virtuous to just continue on the Olympics, for countries to fight for physical dominance via the Olympics, or to just do a bunch of like starcraft matches, to settle the bet.
The future warfare is cyber warfare
So also another big thought to: the future of war is and should be cyber.
So for example, we have all been taught that video games are bad. But, once you have like a top video gamer, like PewDiePie, piloting a $10 million fighter drone, in which he himself is not liable to life or death, but, his lethality lies purely in his skills, then the kid who grew up playing video games is now the world’s most lethal drone pilot.
I was randomly watching an interview with Elon Musk and Joe Rogan, I think it is outdated but the general idea is that Elon Musk, I didn’t know… Is actually the top 10 top Diablo players on the planet? That’s actually insanely impressive because in Diablo, if you’re playing in hard-core hell or extreme mode, it is really based on your skill not your riches or whatever.
And also, Elon Musk used to be won the top quick players in the world, which is like one of the earlier versions of call of duty or counterstrike. In fact I played a little bit of quake on my cigar dream cast when I was a kid in Bayside Queens New York.
Essentially, also Joe Rogan cited a study in which surgeons, who played video games, had 23% fewer errors while doing surgery? It makes me think about my friend Shijun, who’s probably the best star craft player I know, and also I think got his double PhD and MD, and his training I think and studying right now to become a surgeon?
Anyways, the general thought I have is anything which is considered frivolous or a waste of time or bad, maybe in the long-term is good.
Why playing video games on extreme maximum difficulty has a calming effect?
So assuming that the world’s most successful and richest man plays a lot of video games, elder scrolls and Diablo four, the funny thought:
if you also then start to play a lot of video games, will this make you richer more successful, more brilliant?
Obviously not. This is a correlation not causation thing.
So for example if you hear the study that surgeons could play video games have 24% fewer errors in real surgery,,, the wise way of thinking is not that playing video games makes you a better surgeon but, it might be a selection bias thing: kids who grew up playing a lot of video games, who have great hand and eye dexterity and skill, end up becoming surgeons, because it is the only profession that gives them the same adrenaline rush? 
Also as a kid, growing up in the 90s, I was a great adrenaline junkie myself. As a kid, I would do aggressive in-line skating, which is essentially like imagine Tony Hawk grinding but with roller blades, everywhere. I would do 360s off of stairs, soap Concrete rails, and I played a lot of Tony Hawk as a kid growing up, and also the BMX games too.
In fact, one of my hidden skills and talents that people don’t know is that I’m insanely good at ice-skating, I could do stuff like Michelle Quan. Skate backwards, do backwards 360s in the air, skate backwards on 1 foot, skate backwards on one foot on my toes etc. This is all because I was really good rollerblading, and also I did double black diamonds in skiing when I was a kid, when I was only like 11 or 12? Because once again I was so good at rollerblading.
But anyways, 99% of these extreme sports, is all about like conquering initial hesitations and adrenaline rushes? Even NASSIM TALEB talks about when he became a trader it wasn’t about virtue or whatever, it was about him seeing the pink Rolls-Royce, and he getting a thrill from the markets? 
Even now, the market is almost a little bit like a love and hate things; is that certainly when my health is poor the markets will give me a small heart attack. But the same time, it becomes a stimulus because it activates me it wakes me up, it engages me and it excites me?
Also, what I love about investing is that it is grounded to reality. 
For example, for somebody who has never been self-employed, has been a sole provider, will never ever ever ever understand how difficult it is to earn money through the free markets.
And also to somebody who says that you’re just really good at marketing not actual steel, it’s almost like telling Shaquille O’Neal he is only good at basketball because his over 7 feet tall, or telling a fish that he is good at swimming simply because he is a fish?
What people don’t understand about reality is that in fact, the true reality of the fact is like 90% of success in business is marketing. You had to sell the show, the bravado the glamour the dream etc. Not false romantic notions of virtue and the like.
Even Leonardo da Vinci and Michelangelo, were supported by wealthy patrons. Very unlikely if they were born in today’s world would they ever be successful.
What to do
I’m starting to think that it’s more of a gut feeling than anything. When you’re really really hungry for the news, maybe it is a good idea to pay the 50 bucks a month, get the blue check, and get Twitter premium, and then ingest the market news.
Something interesting is that if you’re feeling like you need more energy, rather than just taking a shot of coffee, reading the financial news has the same effect?
But still, we should not get into fake notions of virtue. Still, the great overlord is in fact, a Spartan demigod warrior king who sleeps 8 to 12 hours a night, face on 3 to 4 pounds of bone marrow a night, consumes meat like AI consumes power plant electricity, lifts weight like Hercules, and also get his eight hours of walking in every single day like an Olympian sprinter?
New workflows
Whenever you move to a new place, there is always a new workflow you have to conquer.
For example I’m currently about a month in here in Phnom Penh Cambodia, and the sheet is no joke. The hilarious irony is that when I’m in LA, I’m always hungry for the sun and heat. I always go to the sun, take a nap in the sun, sunbathe, and even during the winter I’m wearing shorts and a sleeveless shirt, with a down vest, simply to get maximum UV radiation?
Here, for the first time in a long time, I’m actually looking for the shade. Even for me the sun is too strong.
As a consequence, what then happens is you start to fall into new rhythms and workflows. Also right now for the first time ever, Seneca is in this wonderful garden school, in which he essentially plays with wooden toys and sing songs from about 8:30 AM until 3 PM, which gives me a lot more time to do stuff during the day.
So for the first time I’ve been having this luxury leisure time to go to the gym, walk around and thinking and write and blog and vlog, something that was not afforded to me while in LA, because he’s not yet in school in LA.
Waking up early to go on a walk
So a big thought is also, what people in Southeast Asia do is because it’s so hot in the middle the day, they wake up really early before the sun comes out, to go on a walk run errands etc. contrasting this to Los Angeles, in which I stay indoors until the sun comes out, is a totally new workflow and calculus for me to do.
And so as a consequence I’m loving it! I’m very grateful for this solo time because ultimately, I believe my personal or communities lever is blogging, writing, sharing thoughts.
Everyone has his talent, given to him both by birth and upbringing, and therefore I believe the goal is to maximize the gift you have already been given, rather than striving for the gifts of other people?
How other people inspire me
So other people inspire me because of their conviction, their own self belief etc. It’s more of an encouragement for me to become more like myself, unabashedly.
For example, if you live in America everybody has the right to say whatever they want. And also more importantly, everyone has the right to live their lives however they would like to.
What this means is although you cannot control 100% of your life and every single regard, the way you could live your life is knowing how to direct your energy your willpower etc.
For example, you could dictate what your life goals dreams or ambitions are, or you could decide that you don’t want to have any goals. It is your choice not obligation.
Also, philosophically, you also have the freedom and the choice to pursue things which interests you and avoid things which do not interest you.
For example, I have no interest in emails so I don’t use it. And this is the richest I’ve ever become in my life, because by avoiding email and avoiding noise on social media, I’ve just been able to become laser focused on bitcoin investing and strategy stock, Which has net me a small fortune. 
This is my main critique of email is that I don’t think I’ve ever received an email which has ever led to a very lucrative deal? I think at most, emails that I got in the past might have earned me $3000-$5000 USD, Trump changed compared to what I could even make in a day in the markets.
How and who to control your destiny
Also, once again, I think the primary question here is if you think about Dr. Seuss, in his optimistic “Oh, all the places you’ll go!” Book –> he talks about the lurch, which is almost like a metaphorical purgatory in which many individuals get stuck in asylum, and their a century just sitting on their butts, twiddling their thumbs and waiting for opportunity to come to them, and I think this is why people also obsessively check their emails, and messages.
But once again, if I could tell you that in fact, I can make you 1000 times richer by not using email, wouldn’t you take this offer? 
How to find signal in the midst of noise
 so assuming you’re the filter, if you need the most up-to-date information, X and Twitter is the solution. If you’re a trader, in which the Dow Jones can move 5% up or down in 15 minutes based off of false news Twitter, then being on top of X is smart.
If you’re an investor, and you actually don’t really care for short term noise, then, you have to strategize wisely.
For example, the only true signal that I care for is Michael Saylor. Literally if you think about like 99.99999% of the value I get from everybody or anybody, it is only him.
Why? It only matters because I am now invested in his activities because I own strategy stock, and also, he is always on top of the top bitcoin developments and use. And the reason why this is so significant is because information is tricky: it’s toxic. And the toxicity is in the dose.
For example, reading the updates for Michael Saylor once a day, once every few days or once a week, is better than reading all these other random people. why?
Once again, drinking coffee first thing in the morning, is great, but drinking 10 cups of coffee at midnight when you’re about to sleep, while lying in bed is a very bad idea.
So here, timing and the dosage is the issue.
Another example, let us say that you need some medicine for something. Taking one or two tablets is a good idea, but taking 1000 tablets will actually kill you.
As a consequence don’t be a fool. Be wiser about this.
Information signals are physiological
If you’re a newbie to investing or stocks or bitcoin, you well know that this is one hell of an emotional and physiological rollercoaster. 
Why? It is all physiological. What that means is that if you see your stock drop 20% in a day, you’re going to feel like somebody kicked you in the balls, but if you see your stock or bitcoin go up 20% in a day, or 100% in a day or whatever, you will feel so much euphoria you will want to do a backflip.
No as investors, we are playing the long game. Minimum four years, ideally 10 years, ideally forever.
In reading the art of the deal by Donald Trump, what’s interesting is that a lot of these wealthy New York City barons, their strategy was simple: buy up all the valuable Manhattan real estate, and never sell it, and also for their descendants and heirs, to put in clauses in which their heirs would not do foolish things like selling it either. 
I had no ideas but in the 70s and 80s, I guess Manhattan was going through a great depression, and there was almost a fire sale on the city! What we consider prime real estate today, a lot of it were full of peddlers, shady places all boarded up. But for a genius like Donald Trump, who knew the intrinsic value of Manhattan, essentially the ideas that you choose the best location, get it at a reasonable cost, and you leverage all of your abilities to maximize it.
Also, an allegory to bitcoin. Assuming that bitcoin is cyber Manhattan, but 1 million times better, a zero to one improvement then what that means is you also do the same strategy pull in you keep buying up cyber Manhattan and you never sell it, and you keep taking on more debt financing and leverage to purchase more of cyber Manhattan forever.
What super interesting now with bitcoin is that you could actually use your bitcoin as collateral, to get US dollars, to either buy more strategy stock or you could technically buy more bitcoin with it. Assuming that a lot of these bitcoin lending companies are anywhere between 5 to 15% a year interest, and assuming that bitcoin is on average 60% ARR a year, and Strategy is around 120%, or even with these Donald Trump tariffs, bitcoin might be 50% ARR, and Strategy stock about 100%,  just do the simple math for the arbitrage: 100% subtracting 15% is essentially free money.  Just the thing that you have to do your homework on is the lending company, be careful where you put your bitcoin. 
Coinbase
What’s also super interesting is that a lot of these mega corporations, black rock strategy, for some maybe not all of their custodian services, they use Coinbase prime. If it’s good enough for these companies it’s good enough for us.
My personal thought is that actually, the reason why I would never trust myself with cold storage is that in trying to secure your keys, you might forget it, and be like that one dude who lost $1 billion worth of bitcoin in a hard drive somewhere.
Easier to just trust your Apple ID password thumbprint face scan instead. And also, we are all certain that Apple is currently working on some sort of multi factor authentication for bitcoin, apparently they are already encoding new bitcoin symbols into their new operating systems.
now what?
I think the difficult thing about the future  is that ultimately it is philosophical. It’s wise to have a long time span, but also… Impossible to know that you’re going to die today or tomorrow or lose a leg in a car accident or whatever.
My personal thought is conquer each and every single day. Given your best resources. Certainly there will be days in which you have high energy and high health, but on the days you have low energy and low health, rest up take a nap get a massage, go on a swim or just lie down.
Peak life, lifestyle?
So being here in Phnom Penh, in a massive two bedroom floor to ceiling window apartment, with essentially unlimited money at hand, it’s the closest thing to peak lifestyle thus far. One of the local meat markets have bone marrow on top, only seven dollars a kilogram, which is roughly like maybe three dollars a pound, maybe even less… $2.80 a pound for bone marrow? Also insanely cheap meat.
Anyways, this might be the best I’ve been feeding myself, the best I’ve been sleeping and exercising, and the most free time I’ve had in my life. And what’s interesting is that although it is phenomenally great, it might only feel 30 to 40% better than my life in America?
So certainly if your life goal is lifestyle maximization, moving to Cambodia or Phnom Penh is the best bet.  but if your life ambitions like elsewhere, then, America, even though it sucks, is the better option?
ERIC
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