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In 2013 I stumbled across Burnt Toast while scrolling instagram for graphic design inspo. Of course it was an instant follow. Fast forward to 2021 and Doodles was one of the first major mints I missed. At the time, I wasn’t sure if I would ever bring one home. Here we are in 2026 and I secured my first of many. To say this is overdue doesn’t even cover it. Where my doods at?

While Bitcoin gets a lot of attention, it hasn’t played the safe-haven role many expected. In my view, there are a few reasons why. First, Bitcoin lacks privacy. Transactions can be monitored and potentially controlled, which is why central banks aren’t looking to hold it. Second, it also has a high correlation with tech stocks. When investors get squeezed in other areas of their portfolio, they sell their Bitcoin to cover it. Third, it’s a relatively small and controllable market, whereas gold stands alone. There is only one gold. Ultimately, gold is more widely held, deeply established, and still plays a central role in the global system.

Yesterday we unveiled Buy Now, Pay Maybe and the adoption is wild. Since rolling it out, we have already given out +1,700 purchases for free. Let us clarify a few things: 1. Buy Now, Pay Maybe is not gambling. There’s no betting, entry, prize or loss. An algorithm decides when to give a purchase for free to maximize customer happiness. 2. There’s no debt in Tuyo. Customers need to have the available cash in their balance to make a purchase (and sometimes we will just cover it!). No credit is provided and overdrafts are not possible. Financial products and incentives were incredibly boring and stale. Buy Now, Pay Maybe feels novel and that has ignited a spark. We are creating the next generation of financial services leveraging the best new technology. Innovation like this is needed to deliver it to the mainstream. We look forward to having you try it out!

Miryo might have lost against Jaeyun on the King of Mask Singer but he will never beat her cover of "Let it go" @MIRYOakaJOHONEY @TO1_members #BrownEyedGirls# #Miryo# #TO1# #Jaeyun# #Frozen# #브아걸# #미료# #티오원# #재윤# #렛잇고#

전역전 히어로캣단과 레이디가가 댄스콜라보 이후 전역후 드디어 새로운 컨셉비디오 프로젝트 준비중에, 군대에 있는 동안 얼마나 참았는가 K-POP dance cover 올린 이후 #ITZY# 의 #WANNABE# 해달라는 팬분들의 많은 요청에 힘입어 1시간만에 배우고 바로 찍은..💦 정작 중요한건,할건 안하고.. 😅

Utah approved a data center so massive it's going to be more than twice the size of Manhattan It’s called The Stratus Project, it’s a AI data center campus in Box Elder County - The full project could cover over 40,000 acres, an area bigger than Manhattan - Total size will be around 62 square miles - The power demand is 3 gigawatts of electricity, roughly the output of multiple nuclear reactors - Environmental groups warn it could raise Utah's planet-heating pollution by nearly 50% - Estimates suggest the project's power systems could consume up to 16.6 billion gallons of water per year. (25,000 Olympic swimming pools) First let’s talk about power, it will actually use up to 9 GW of power. This is roughly double Utah’s current peak electricity demand. Only the first phase will use 3 GW Next let’s talk about water, Developers are now saying that they will use closed-loo dry (air-based) cooling systems to minimize consumption. But it’ll still use a lot of water This is bad news for water conservation. Utah is in drought conditions, the Great Salt Lake is shrinking. It’s visible and you can see it right now So why do we need this really, according to what I can find it’s going to be tied with defense contracts The data center will be tied to US defense priorities. It overlaps with Department of Defense areas and is advanced through Utah’s Military Installation Development Authority. Officials cite needs for energy resilience, secure computing power, and data storage for defense operations So this is a private data center but it’s not really a private data center…. Because it’ll be working with the government. One layer removed…

Chris Hohn did a 90-minute sit-down with Nicolai Tangen and then dropped an investor letter the FT got hold of last week. You’d think the guy who printed a record $18.9B last year would be doing victory laps. Instead he’s quietly rewiring his whole portfolio. My favorite takes from both: 1.The most important thing in investing isn’t growth. It’s barriers to entry. Growth without a moat is the airline industry: 5% volume growth for 100 years and basically zero cumulative profit. 2.There are only about 200 companies on earth he considers high-quality and investable. His fund holds 15. 3.Average holding period: 8 years. Some positions 13. “You have to hold the company forever, because the stock market may be at very bad prices when you want to sell.” 4.His real test for a moat: can the company price above inflation? A 20% margin business that prices 1% above inflation grows profits 5% faster than revenue. Forever. Almost no companies can do this. 5. Industries he won’t touch: banks, autos, retail, insurance, tobacco, asset managers, fossil fuel utilities, airlines, wireless telecom, media, advertising. On banks: “sooner or later someone without a lot of intelligence comes to run them, and then it can be toxic.” 6.On AI generally: call centers go bankrupt. Indian outsourcing coders are next. But for everyone else, AI lowers costs and raises productivity. Companies with real moats become MORE valuable. 7. Here’s the punchline. The FT got hold of his investor letter. He cut his Microsoft stake from 10% of the fund to 1%. Roughly $8B sold. He’d held it since 2017 through a 400% rally. His reason: AI could disrupt Office and Azure faster than the market thinks. 8.He moved that capital into Alphabet. Doubled it from 3% to 5%. Now his largest tech position. The world’s best quality investor sold Microsoft and bought Google because he thinks Google’s moat is more durable in an AI world. Not the consensus trade. 9.The underlying thesis: “AI eats software.” If AI agents do the work humans used to pay per-seat SaaS licenses for, the whole SaaS model gets re-rated. Oracle, Adobe, Salesforce all ~40% off highs. Microsoft 25% off. Market is starting to agree. 10.When to sell? Not when something gets expensive. When conviction drops. Valuation is one variable, conviction is the other. What kills you isn’t being wrong, it’s permanent loss of capital. 11.He admits hardcore activism doesn’t work anymore. Too much of the shareholder base is passive index funds. And even when activism wins, you usually win in a bad business. “The business always wins.” 12.Counterintuitive take: there are more good companies in public markets than in private equity. The best businesses are too big for PE to buy. And when public companies sell something to PE, they’re selling the assets they want to get rid of. 13.On intuition: “thinking without thinking.” Pattern recognition from 20 years of reps. It’s how he sniffed out Wirecard while the German establishment was defending it. “Most investors trust authority too much.” 14.He basically stopped shorting. “You’re going to be eventually right but not be able to fund the losses.” The first guy to short Wirecard had to cover 19 years before it hit zero. Buffett told him he and Charlie studied shorting and concluded it was too hard. 15.He gives almost everything away. ~$500M a year. $10 prevents an unwanted pregnancy in Africa. $40 saves a child from severe malnutrition. $50 prevents permanent blindness. 16.Tangen asks: advice to young people? Hohn, who runs the world’s most profitable hedge fund: “Go on a spiritual path.” The guy who made $18.9B last year ends the interview saying only purpose and meaning matter. The headline: the world’s best quality investor just sold his biggest tech compounder because he thinks AI is breaking the moat. Quietly, with conviction, on an 8-year horizon, while everyone else is still buying the AI winners of 2023.