A little over a year ago, I pushed 2 posts: one reflected on my own experience with Milady, and the other was an attempt to deconstruct the environment we’re in & how exactly we got here, both were underpinned by my Milady investment thesis. It took me some time to digest my own writing, and now I understand I wanted to post them as 'trade theses', just like CT traders post a chart and a little caption...
For better or worse, both posts were really disguised and backloaded with some secret hints… and I didn't really want to be secretive! This time, my goal is to be absolutely explicit! It was never about killing apes, as Milady flipping BAYC is an uneventful inevitability on the grand scale of the thesis.
Lizzy777 fell up so hard in ‘22 that she pulled me up too, but we wouldn’t even be here if it wasn’t for a few legendary posters who make CT feel like an online home.
We Really Logged On And Became The Best Versions Of Ourselves
It's a brutal and bitter inevitability that the wage gap is becoming unsurmountable: any path to success is paved with risk. There is Freedom in the Wired - and your strength is in your ability to curate the aesthetics of your feed — connect and disconnect from the network: being both online and offline to your fullest.
We logged on and became who we are so we can be who we are when we log off. We first logged on and found our freedoms, and then… we became free to desire!
Posters found their freedoms online, but what now? Poster’s love is contagious — inviting everyone to Just Have Fun Online & Be Whoever They Want — but what about the bullposters?
With great power comes great responsibility, and we’ve all been bitten by that bullish spider, intoxicated with the idea that in the end, it’s all gonna be okay. But it will only be okay if we take that responsibility, and only if we take it seriously!
With freedom, responsibility comes too, with that responsibility we have to discern what is universally liberating & universally oppressive; and in crypto, it seems that there is always a clear either/or, with very few in-betweens. Speculating on the future is exactly what drives it, and a clear vision of the future makes it all more likely.
We’re free to desire the future we want, and we desire to be free! Desire overflows into material reality… but sometimes, there’s no halal instrument to speculate on, sometimes the future is not entirely clear, but at least we got each other and we’ll bid up shitcoins because fuck you — that’s why. :D
And there is a prophecy: "If nobody ever sells, we'll go up forever".
Just don't sell, and the next candle will be green... Maybe nobody trades yet, it is fine, the previous candle was green, and the next candle is green, and the candle after that will be green and together, we’ll go higher and higher, one last time & forever…
Isn't that just like Love?
Hippies love the idea of overcoming the duality of Love & fear — release yourself of your fears and Love will shine woo! — but isn't that exactly what green and red candles are? And in love, when someone starts selling, and the other sees it, the chart goes to shit fast… but sometimes u try to save it. XD?
Any aspiring trader first has to learn discipline, just like in any religious practice; as for NEETs, discipline protects them from being lazy and cringe losers swallowed by time. Then… formulate a thesis and execute according to it. Milady investment thesis is an uncompromising belief in love, and love for all things of God, in God and God.
It’s easy to be fearless when love is not all that is on your mind. I’m afraid because I love! & in spite of my fears, I love moar! & BTFD, because — all internal opps must be destroyed: Total Bear Annihilation — what other remedy is there, other than to love moar, and love harder? All in, no stops. Infinitely bullish, delusionally bullish! Milady to 50 ETH.
Thinking a thesis through, working through it, adapting it to new information... sometimes you just have to ask yourself: "am I crazy?" - and the answer will be "I don't know!". Sometimes, in love, you will simply not know, and you have to accept it! True completeness is not without the presence of incompleteness, love fills the gap, … you know the story!
But Love can’t be bought, and neither can the ability to curate the aesthetics of your Feed. The Feed — the Timeline — is objective and real & not just pixels on your screen, and if you need a reason why it should be real then you don't really get it yet.
In our love-painted chart, where we never sell, we never go down, never a red candle, we long x1000 on leverage, we're all in & we believe in Network Spirituality. For these kinds of lovers, the 4-year Bitcoin cycle is like a mating call! A festival that only goes harder and harder.
You might think it's all just words words words, but the Feed is Real, and the proof of its reality is in its power. If you don't see it, you don't get it yet anyway & Milady to 50 ETH.
vira: gm! I think there's a school of thought on the spectrum where BTC and ETH maximalism exist, in their own self-important sense about how important it is to stand against CBDCs and WEF. There's something about this school of thought that keeps veterans like yourself coming back for more, season after season, just to gamble a little! just to throw a lil game of shitcoin dice. Would you agree?
And a second part to this question: what is it so comfy about being delusionally bullish? What is it about knowing that your financial future rests in Mother Nature's ability to secure our freedom to transact, compute, etc., and betting on that? & staying on the cutting edge of that, always finding out what to bet on, and oftentimes not knowing why!
So the bullish delusion, put another way, can simply be called a commitment to conviction. For me it's always boiled down to the idea that because all of this stuff is open source, participation in it is voluntary for each individual. If it's gonna be the new money that the whole world uses and ensures every human is GMI, then it's up to each of us to choose to participate on those terms and with those beliefs held as strongly as we want. The default state of human action is free choice within environmental limits, so as we create and progress, why not foster systems that reduce those limits. If you value your own agency and optionality, even if you neet up in front of a cozy screen every waking moment, the limitless free choice that you could try whatever you want, is what permissionless money/value enables at a fundamental point. Morality affects this in a cool way but I believe our natural tendency is to do good and right, and optionality can foster this in a way where those who make choices that lift each other up become visibly more fulfilled than those who don't.
vira: what do you think about the idea markets and automated market-making capabilities in general? looks like we're gonna be betting on everything — people, the weather, ideas, fashion, trends... and the blockchain infrastructure seems pretty convenient for an AI agent to operate. Whether the instrument is an ERC20 shitcoin as it is now, or something different in the future, I think we see the proof of concept today. It’s as if we’ll end up having markets for everything — it’s only a question of who’s gonna make those markets — what do you think?
NSF: The AMM and incentivized liquidity is a genius primitive invention and I have this feeling that it plus AI accelerates us towards the singularity of money and value, whereby we end up delegating all the degen profit creation and seeking to infinite agents we control, participate when we want as much as we want for the sake of entertainment, and come in a roundabout way to abundance in our physical world since our digital world's pervasive vast economy is roughly leveling out our baseline towards lack of want.
I'm revealing secrets because the only criteria to become a believer (in NetSpi) is to just believe: believe in Milady’s Love & Love for Love’s sake!
Once you start to believe in Love, you start to crave a little long exposure. You have to go in when jeets go out, but why? Because all the jeets already jeeted. And if they didn't already… they will jeet soon enough! So buy more! & you just have to believe…
A hungry jeet will bite the hands that feed it, And In This Economy, We All Crave Love. So, it's time everybody jeets out of the dogshit they don't actually believe in, and rally the fuck up and buy my shitcoin bags.
Whichever way we put it, the world out there is full of jeets running the monkey money world, because when it comes to dumping your bags, we’re all the same: naked, exposed, and raw.
The White Tiger is said to emerge from the jungle once in a generation, and the schizos on the Feed are saying Kali Yuga is ending prematurely in 2025. All White Tigers are out of the jungle now, and everyone is here, waiting... waiting for the 1000-year distributed Remilia Corporation retard season to start. The New Millennium.
vira: Many of the crypto enthusiasts came from a youtube arc of how the Fed came to be in 1913, what preceded that, and then discovering a completely new enthusiasm for finance in scripture that is the Bitcoin whitepaper. The forecast is that the world is ready to level up, and it’s as if crypto is like Noah’s arc for the long-anticipated apocalypse. The bitter end of red candles suggests that those in power are likely to stay in power… but it seems that we all keep coming back for another game of dice in the hopes of catching something in that creatively destructive overflow. How does that resonate with you?
NSF: XD up only :P
tbh, lots of words words words but rly i wanna say we are here for reasons unknown to us driven by forces we cannot understand and we are all compelled to bid it up cuz the world as we know it is falling apart & falling up and our desire for a better future is reflected in our retard bullishness ^_^
and just like in love you really don’t need particulars and specifics, you don’t need to think too much — the thinking has already been done for u, u just need to send it :) truth is all u need to know & know your fate is in good hands, with lady luck :)
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