So a big thought on my mind as of late is about beauty. 

First, this very unique idea… The idea that, beautiful people have beautiful ethics? And also… Beautiful people are happy? And also, happy people are beautiful?

The sociology of AI

So this is a big signal idea… What’s kind of still interesting and critical is sociology, social skills etc.

I’ll give you an example… Now that Senecas in school, and I interact with other parents and kids, and teachers… And principals and admin staff, … now,,, things have gone like 1 trillion times more complex.

For example, when I was in high school, or elementary school or middle school… Typically all the dramas were in between me and classmates, maybe the teacher, rarely almost never the staff or the principal? 

But now that I’m a parent, navigating drop offs, pick ups, other parents and other kids… The social ethical, legal, boundaries are very grey and strange. 

Christian ethics ,,?

Jesus –> do unto others as you want others to do unto you. 

Modern day antisocial American ethics: don’t interact with me, make me feel uncomfortable, talk to me make eye contact with me… Or my kid, but secretly actually I want your attention and affection and interaction. 

….

So this is a big signal idea… What’s kind of still interesting and critical is sociology, social skills etc.

I’ll give you an example… Now that Senecas in school, and I interact with other parents and kids, and teachers… And principals and admin staff, … now,,, things have gone like 1 trillion times more complex.

For example, when I was in high school, or elementary school or middle school… Typically all the dramas were in between me and classmates, maybe the teacher, rarely almost never the staff or the principal?

But now that I’m a parent, navigating drop offs, pick ups, other parents and other kids… The social ethical, legal, boundaries are very grey and strange. 

Forget, forgetfulness as a stoic virtue:

So a really big idea of my mind right now is in terms of stoic ethics, almost like having some sort of historic operating system system.

So, one of the big ideas I have is, when it comes to ethics in the lake, it is actually not about like apologizing or feeling bad or regretting or whatever, but instead,… to forget.

Almost assume like it never happened?

And I think this is also another really big thing is that, regardless of how accurate you might want to try to portray your own personal worldview, or the way that you interpret events or things were happening… You actually may be wrong. And there’s actually no finger to point because no wrong was really done. Either to you or somebody else or whatever.

As a consequence, I think the best way to proceed is, just forget like anything happened. And this ends up becoming a very interesting strategy because, whenever, … you see someone which might inflame you … and you see them,,, rather than getting all angry or whatever, … just smile and pretend like nothing ever happened?

…

Pretending like nothing ever happened,,, … how people respond?

… so to forget,,,, … … is the ultimate strategy? Not “forcing” yourself to forget or anything ?

So then what

… once you get that out of your mind,,, then better to focus on more personally interesting things to you?

How to forget

So I think this is $1 trillion question is that like, how do you even forget?

The only is, you cannot force yourself to forget something. Maybe you just gotta be so busy with other stuff that you don’t really care?

Another thought, perhaps then the secret is, actually, knowing that there is nothing for you to fear? Because I think typically whenever we were registered or what you said or what you did or whatever, the biggest thing that we concern ourselves with, is how this might cause harm to ourselves our family etc. But once you no longer fear nothing, then, the grand upside is, just realize there’s nothing for you to really concern yourself about.

Annoyance

Then I suppose now for me, the bigger issue I’ve been having more is kind of an annoyance? Like, when things don’t happen how I desire them, it could kind of keep me up at night because I’m using a lot of brainpower to try to mitigate the issue of my brain or trying to justify it to me or trying to do some sort of virtue philosophy?

And then it becomes insanely annoying to me because, I think about things that I don’t want to think about, but then again, maybe there is some sort of hidden upside to have to think about things that you don’t want to think about? 

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So some simple stoic thoughts:

“fucking cest la vie!”

This is like my best Kanye motto of all time. I think the really big idea is… It’s not even about forgiveness, but rather, ignoring? Or it’s not even on your radar?

Beef liver, beef short ribs, 12 hours of sleep a night, insanely heavy one rep max lifting

I successfully lifted 2,041 lb (926 kg), my infamous “god lift”, or god slayer –> this century the point in which, I’ve gone beyond?

I suppose the upside is, at this point… I know I am invincible.

The poster-child is Strategy (formerly MicroStrategy / MSTR), which literally reports KPIs like Bitcoin-per-share (BPS) and “BTC Yield” to quantify whether the machine is actually stacking more sats per share, not just stacking BTC. 

The core idea in one line

If a company can raise $ at terms that are “better than” the Bitcoin already backing each share, then using that $ to buy BTC can be accretive: each share ends up representing more BTC than before.

That per‑share BTC growth is what Strategy calls BTC Yield (their KPI). 

The math that makes it “a machine”

Two key definitions (this is the engine room):

Bitcoin‑per‑share (BPS)

\text{BPS} = \frac{\text{Bitcoin holdings}}{\text{Assumed diluted shares outstanding}}

Investopedia describes BPS as the ratio of coins held to assumed diluted shares. 

BTC Yield (Strategy’s KPI)

Strategy defines BTC Yield as the percentage change in BPS from the beginning of a period to the end of the period. 

And “assumed diluted shares” matters because it includes stuff that could turn into shares (convertible notes, options, RSUs, etc.). 

How the flywheel works (why it can feel like “magic”)

1. Company holds BTC (a BTC treasury).
2. The stock trades at a premium to the BTC it holds (market loves the story / leverage / liquidity / access).
3. Company issues capital (common stock, converts, preferreds, etc.).
4. Uses proceeds to buy more BTC.
5. If the new capital buys more BTC per new diluted share than the dilution created, then BPS rises → accretion.
6. Higher BPS + hype can support the premium → step 3 stays possible → repeat.

This is exactly why journalists describe it as a “magical bitcoin buying machine,” but also point out it’s not “yield” like interest/dividends—it’s BTC-per-share growth. 

A stupid-simple example (feel the accretion)

Start:

• BTC held = 10 BTC
• Shares = 10
• BPS = 1.0 BTC/share

Now suppose the market is valuing the company richly, so it can issue 1 new share for proceeds equal to 2 BTC worth of capital.

It issues 1 share, buys 2 BTC:

• New BTC held = 12 BTC
• New shares = 11
• New BPS = 12/11 = 1.0909 BTC/share

Boom: each share now “owns” ~9.1% more BTC than before. That’s accretion.

Flip side (the nightmare):

If it issues shares when the market price implies less than 1 BTC/share, then buying BTC with that raise can be dilutive and BPS falls.

What can break the machine (a.k.a. when it turns from flywheel to woodchipper)

This strategy has real teeth, but also real ways to get wrecked:

1) Premium compression

If the stock stops trading at a premium (or goes to a discount), issuing equity becomes less accretive—or outright dilutive.

2) Capital markets shut

No appetite for converts/preferred/equity? The machine can’t “refuel.”

3) Leverage + obligations

Debt / preferred dividends / refinancing risk can bite hard in drawdowns. (Example: analysts discussed Strategy’s preferred issuance and called it “accretive,” but it’s still a capital-structure decision with tradeoffs.) 

4) BTC dump risk

If BTC price nukes and the company faces liquidity stress, the whole thesis gets tested.

5) KPI confusion

“BTC Yield” sounds like income. It’s not. It’s a ratio change. WSJ explicitly highlights this mismatch vs traditional “yield.” 

How to evaluate a “Bitcoin accretion machine” fast (the hardcore checklist)

If you’re looking at any company pitching this playbook, check:

• BPS trend (is BTC/share rising over time?)  
• BTC Yield definition + period (are they measuring apples-to-apples?)  
• Assumed diluted shares (what’s included? converts/options/etc.)  
• mNAV / premium (how much are you paying above the BTC pile?)
• Funding source mix (ATM equity vs converts vs preferred) and the costs/strings.  

Quick contrast: “accretion machine” vs spot BTC / ETF

• Buying BTC directly: your BTC/share is literally your wallet balance. No dilution, no capital structure, no premium risk.
• Spot BTC ETF: designed to track BTC; you’re not expecting “BTC-per-share accretion” from corporate finance reflexivity.
• Accretion machine stock: you’re betting on (a) BTC, plus (b) management’s ability to manufacture BPS growth via financing at favorable terms, plus (c) the market continuing to award a premium.

It can outperform BTC… and it can also face violent snapbacks.

If you want, tell me which angle you mean:

• “Strategy/MSTR-style accretion machine” (BTC per share flywheel), or
• “Stack sats via yield/arbitrage” (lending, options, mining, etc.)

I can go full deep-dive either way.