Astrid Wilde ☼ Profile picture
Apr 28 5 tweets 1 min read Twitter logo Read on Twitter
watching the first episode of Tengoku Daimakyou (Heavenly Delusion)

don't remember the last time i watched something with this much respect for the audience. simple incredible
you just get to watch the characters interact with each other with near zero information at the beginning as to their relationships or history and the world is a complete mystery. everything is a surprise. simply delightful
who are these characters?? what are they looking for and why?? why is Japan so empty and abandoned?? I DON'T HAVE A CLUE BUT I LOVE EVERY SECOND OF FINDING OUT Image
the characters don't even know their own ages??? Image
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More from @astridwilde1

Apr 29
@strangestloop @metaLulie chapter 1: it's possible to know things without direct experience. the source of knowledge is making a guess and then criticizing that guess with competing guesses or evidence. this is called 'conjecture'
@strangestloop @metaLulie chapter 2: ideas and genes both spread through self replication. but genetic memes can be spread while dormant but idea memes require expression to continue spreading. we all participate in the spreading of idea memes every day
@strangestloop @metaLulie chapter 3: culture is also memes. some memes are self destructive. e.g. authoritarian cultural memes require the suppression of competing memes. these are "anti-rational memes"
Read 12 tweets
Mar 13
the Fed’s new program means banks can now borrow against their long duration bonds at par without limit. there is now zero risk for moving everything out to long duration and huge rewards for locking in 4.5% coupons for 10+ years. US banking just unlocked new levels of degeneracy
K a t a s t r o p h e n h a u s s e
risk of bank runs is now effectively zero and the Katastrophenhausse is structurally guaranteed
Read 7 tweets
Mar 12
Twitter is really committed to trying to start a bank run on Monday huh

i think y'all will look silly. FDIC will announce exactly how much depositors get back by Monday and Ackman etc. will look foolish

i'm planning to buy long dated calls on a couple financials on Monday 🤷
Read 4 tweets
Dec 9, 2022
not many days left in the quarter and i have no active trades so:

~~2022 Trading Reflections~~

my portfolio is -1% since September. positive trades made up for $PARA, $ALLY, and $META trading down.

current largest positions:
$GSL, $ALLY, $SBSW, $PARA, $GPRO, $META, $LXU, $AMRK
buys this Q: $GPRO, $LXU, $VFC, $META, $GOGO, $APP, $AMRK, $WBD, $WMG

sells this Q: $UBER, $SLNH + $SLNHP, $TME, $AMRS, $PBR.A, $TWTR
had been running a collar on $SLNH + had puts on $CORZ to hedge BTC network difficulty because I figured they would face meaningful bankruptcy risk earlier than $SLNH, which paid out handsomely but my hedge wasn't enough to cover all of my ~30% loss on $SLNHP
Read 21 tweets
Nov 12, 2022
as insane as this sounds to read with the benefit of hindsight, i totally understand.

i felt this way about someone once too. in 2015 that person kidnapped me, trafficked me, and blackmailed me out of my life savings at the time of ~$45,000. i spent the next 3 years homeless.
sociopathic charisma is something i never would have believed in if i hadn't experienced it first hand. but there really are people out there who spend their entire lives honing their social intelligence to gain wealth, power, and status.
most of them just don't have enough smart but naive people around them to fake competency and reputation launder at scale.

EA was the perfect political philosophy and community for this to scale. smart people who trust early but transparently also want power, wealth, and status.
Read 4 tweets

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