Item #1: Excellent article by akarlin The Party’s Over: Many influencers are targeting $130,000-140,000 for Bitcoin and additional multiples for their favorite altcoins. I think that macro and the charts are bearish. After holding my Ethereum and other alts for two years, I will now disclose that I have sold most of my crypto portfolio… Continue reading The Daily View 1/12/2026: Bitcoin Party is Over, IQ Threshold Effects, ‘MAHA’ food guidelines
Month: January 2026
Math vs Writing: difficulty and threshold effects
I saw this post going viral by Charles Murray about the high attrition rate of college math courses compared to the humanities: In a sufficiently advanced college math class, lots of the 130 IQ kids have to drop out because they just can't learn the material whereas almost all the 140 kids can. In a… Continue reading Math vs Writing: difficulty and threshold effects
“Why are white-collar jobs so resilient , even with AI?”
Every year brings new predictions of AI rendering large swaths of white-collar jobs obsolete. Or falling salaries for white-collar workers due to AI. Or a video will go viral of a business mogul–be it Tesla CEO Elon Musk, Anthropic CEO Dario Amodei, or Ford CEO Jim Farley–predicting mass-layoffs of white-collar jobs, or how automation will… Continue reading “Why are white-collar jobs so resilient , even with AI?”
Coffeezilla: the most overrated scam investigator
Stephen Findeisen, known online as Coffeezilla, gained popularity in 2022 as a YouTuber who exposes crypto scams. Given that there are no shortage of scams, his channel quickly found an audience, with 4.4 million subscribers as of 2026. The combination of his suspenders and no-nonsense demeanor lends him the credibility of a reformed Gordon Gekko–an… Continue reading Coffeezilla: the most overrated scam investigator
U.S. Strikes Venezuela, Maduro Deposed: My thoughts
I was going to write about California’s proposed wealth tax, but with the breaking Venezuela news, that will have to be postponed. In hindsight, it’s little surprise that the Trump administration attacked Venezuela. He had been signaling action throughout December and finally pulled the trigger around the New Year. Too bad, I didn’t mention this… Continue reading U.S. Strikes Venezuela, Maduro Deposed: My thoughts
Yarvin: the Trump window has closed
I saw this going viral on Twitter: Curtis Yarvin argues, in his latest Substack piece, that the window of opportunity for the Trump administration to conduct a regime change of the federal bureaucracy has closed, and as a consequence no meaningful, long-term change will come out of the administration. Follow:… pic.twitter.com/f6orbmiM3T — AF Post (@AFpost)… Continue reading Yarvin: the Trump window has closed