halalmoney

Freedom. Justice. #Bitcoin

https://stacker.news/r/halalmoney

Public Key

npub1vdaz78d96t7pjakpfmqqlr4wgq26l6vmkf25782n05qgdgtfmk8s297rjz

NIP-05 Address

Profile Code

nprofile1qqsxx730rkja9lqewmq5asq036hyq9d0axdmy420r4fh6qyx595amrcpr9mhxue69uhkvun9v4kxz7fwwdhhvcnfwshxsmmnwsq32amnwvaz7tmzv4mx7tnwdaehgu339e3k7mgw99naz

Publishing to

Author Public Key

npub1vdaz78d96t7pjakpfmqqlr4wgq26l6vmkf25782n05qgdgtfmk8s297rjz

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Last Notes

2026-10-21 14:55:51 UTC

https://blossom.ditto.pub/1b7c9c77a06bcdd48509173f3916c48f9614f1758770e7b3a54bbf018d03cadf.jpg

2026-10-19 16:01:23 UTC

https://blossom.ditto.pub/c3fd6763d44d755f8078b89038fcb5a135d613401f91e939d71db570bb568d7f.jpg

2026-10-06 10:28:44 UTC

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2026-10-06 10:27:20 UTC

2026-10-06 10:27:19 UTC

2026-10-06 10:27:18 UTC

2026-10-06 10:27:12 UTC

2026-09-30 18:40:14 UTC

www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom

2026-09-30 18:39:56 UTC

https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom

2026-09-30 18:39:51 UTC

https://www.groundbrkr.com/p/the-teaser-period-why-the-ai-boom

2026-09-30 09:00:01 UTC

Reinhart and Rogoff titled their history of eight centuries of financial folly with the words that recur before every crisis: “this time is different”. And the maddening truth is that the specifics genuinely are different every time.
This is not precisely 2008. GPUs are not houses; take-or-pay contracts are not mortgage-backed securities; OpenAI is not a subprime borrower in Stockton, and artificial intelligence may well be the most consequential technology of the century, which is more than anyone could ever say for a McMansion in the Inland Empire.
All of that is true, and none of it is the point. What repeats is never the surface. What repeats is the structure:
a scarcity thesis that justifies enormous fixed obligations; a teaser period during which those obligations feel costless; a set of commencement dates, fixed at signing, on which the teaser expires and the fully-indexed bill begins; and a bet that the income will have grown to meet the bill by the time it arrives.
The reason many AI skeptics will be right in substance and wrong in the mechanism is that they are often making a valuation argument, and valuation arguments have no clock. What this piece has tried to show is that buried inside the compute contracts is something a valuation argument never has: a reset.
The bull case wins if - and it is a real if - demand scales into the committed supply before the reset wall lands, and the counterparties stay funded through any air pocket in between. The bear case in this piece is not that artificial intelligence will fail, or that the demand is fake, or that the technology disappoints. It is narrower: that the financing structure can break before the demand arrives, because the obligations are fixed and front-loaded in commencement while the revenue is variable and back-loaded in adoption - and a fixed obligation meeting a lagging revenue stream is a solvency problem regardless of how transformative the underlying technology turns out to be.
The industry will spend the next eighteen months debating whether artificial intelligence is a bubble, which is the wrong question, asked at the wrong layer. The technology is real; so were the houses. The question is narrower: what happens when instruments underwritten at the teaser meet their reset schedule, and who is holding the paper when the obligations cannot be met as written. The reset wall is published above and the AI boom sits in a period of fiction.

2026-09-30 08:59:06 UTC

2026-09-30 08:58:57 UTC

2026-09-15 09:42:57 UTC

https://blossom.ditto.pub/19ec34b2ab98cb5639d0423cd28f35085b799e926be3805baf552d815094f5d6.jpeg

2026-09-10 13:21:36 UTC

Last week, UCLA mathematician Terence Tao wrote a Mastodon thread describing how important mistakes, wrong directions, and incomplete solutions are for the field. “In most cases in pure mathematics, the problems are posed not because we desperately want the solution to these problems in and of themselves, but because we have seen from past experience that human-directed efforts to solve these problems tend to spur further development of the field,” Tao wrote.
“Prematurely solving the problem by purely AI-powered methods—particularly without full transparency into the solution process—can contaminate this process to the point where it actually becomes a net negative for the progress of mathematics as a whole.”
Humans might take longer than agents to solve mathematical problems, but in the process, they uncover new mathematical approaches and ideas that might inspire their peers and even birth their own subfields.
But when AI agents solve those problems instead—and when private companies keep the agents’ wrong turns from public view—those benefits disappear. It remains to be seen what else will vanish in the process.
https://www.technologyreview.com/2026/09/08/1143747/what-openais-latest-controversy-tells-us-about-the-future-of-math/

2026-09-03 10:25:15 UTC

https://blossom.ditto.pub/d97499f8437fd9880a76abe5898b2751bd5086a247f940ad3caaa2de86f1b502.jpeg
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2026-09-01 13:34:22 UTC

"If we are correct, the US State Department and the Pentagon are leveraging their vast global network of indirect financial resources to bolster a realm of US geopolitical power long under Chinese threat."
- Doomberg

2026-09-01 13:23:26 UTC

*Nvidia is clearly aware that while the barrier to entry for custom silicon has fallen through the floor, scaling that compute remains the hard part.*
Nvidia is building an IP licensing empire on the back of NVLink https://share.google/2OtekWlZwWnvknymR

2026-08-25 13:48:34 UTC

*the task of making something good — of arriving at a solution that is obvious — is often met with a kind of ambivalence, like “Nice work…I guess? Seems obvious tbh.”
That’s the work of design: to make something so good, it’s obvious. But there’s often little acclaim for the obvious because, well, it’s so obvious (in hindsight).*
https://blog.jim-nielsen.com/2026/make-it-work-make-it-good/

2026-08-25 06:15:02 UTC

https://visualizebitcoin.org/

2026-08-19 11:19:17 UTC

"We're in a transitionary period where the revolting peasants have a first-mover advantage, so for now it gives the little guy a leg up, but in the long run this is a radically unequal system of wealth distribution heavily biased in favor of "the wealthy" (high earners). The benefit to future peasants is that they get to live in system that doesn't punish success, where decisions are incentivized by what the masses actually buy on the market, not what they say they want or think would be more fair based on their feelings. So the Gini coefficient and other such Keynesian measures of "inequality" grow to absurd levels, but everyone's quality of life improves."
https://stacker.news/items/1550587/r/halalmoney?commentId=1550651

2026-08-14 18:57:20 UTC

https://blossom.ditto.pub/0b7d1259146cfe75b3164190f12d3ef85dc4cdf224e4f9d0d4683f1ccf3aada1.jpeg

2026-08-12 13:41:15 UTC

https://blossom.primal.net/3f69702472f557a64238f9872ebe68e2b3f066126718cea9b96054f6198ba200.webp
https://heathercoxrichardson.substack.com/

2026-08-04 17:07:55 UTC

https://blossom.primal.net/d9a6075b5faa0e52259164f5698ffdb4b7af71b5942051561fb59cd4566734df.jpg

2026-07-27 22:32:11 UTC

https://www.reddit.com/r/interestingasfuck/comments/jrjfas/sydney_opera_house_illuminated_by_the_works_of/
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2026-07-19 19:24:21 UTC

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2026-07-19 17:32:55 UTC

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2026-07-16 13:05:44 UTC

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2026-06-07 10:39:54 UTC

https://blossom.primal.net/87ea6fab88b968cced0847c9d40d8356554a8a18bc458c644a70e4edc97b99fb.jpg
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2026-06-03 09:14:57 UTC

- reply

Sorry to hear you this, mleku.

2026-06-03 09:12:37 UTC

https://blossom.primal.net/d81759aa3fdc62156d17bf8faa1f1b114eb0733bdb46d34f8772cba365c8e4f1.jpg

2026-06-03 09:12:02 UTC

https://blossom.primal.net/e136257a3cdf9bf07e5f62b8a652895f4fdafcd3ca59e9b818135c8faa1ca5e5.jpg

2026-06-03 09:11:46 UTC

https://blossom.primal.net/9fad5100d3d19f7a28d33248521b256c435ced7648b2d0de5acee7378deeac61.jpg

2026-05-31 11:48:33 UTC

@npub1aqa…237n
A 65-year-old programming language called COBOL still quietly processes over $3 trillion in banking transactions every single day — and because the original engineers are rapidly retiring, banks are scrambling to pay younger developers fortunes just to keep the ancient infrastructure from breaking - Make Tech Easier https://share.google/2Sk0Fc8QtpJXWHpby

2026-05-31 11:33:58 UTC

https://blossom.primal.net/26542258ff0d1c539f65abdb047b69e26923d175f92392d8d5316ed40ddb0961.jpg
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2026-05-27 12:08:29 UTC

https://blossom.primal.net/cdf9918c7548ad646711fd36b398ec4b20d8af29b9e1d41632f330b62789f6fd.jpg
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2026-05-26 19:59:41 UTC

https://blossom.primal.net/5fdf536b2551f0950a921d2e9a996316c49c784c89eb06225fd123071c825939.jpg
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2026-05-26 19:48:11 UTC

When will the bitcoiner think in terms of power? Perhaps when he decides to acquire some to complement his capital. Then maybe the world will catch a glimpse of what bitcoin inspires.
https://stacker.news/items/1496894/r/halalmoney

2026-05-26 18:34:33 UTC

https://stacker.news/items/1496752/r/halalmoney
https://blossom.primal.net/e3cfe0f2f6517131df0427cd2115e7087140dfff4687e61ac3a4e4cbde98710c.png

2026-05-23 10:49:05 UTC

https://blossom.primal.net/a42d472e6a0c2ae9c502539046e5b89e268fc37fc425da3fa119768748ec3fc0.jpg
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2026-05-22 19:20:06 UTC

https://blossom.primal.net/b7d186a174a7d56c341568d0072993958e4ec79f613aeabb48a342091a989030.jpg
https://blossom.primal.net/200f1e63045a0ef7f70876e09a93390530c4ceed39c81ef9246051d873543dd6.jpg

2026-05-22 10:27:21 UTC

If you removed all the empty space from the atoms in every human being on Earth, the entire species would fit inside a sugar cube — and it would still weigh what 8 billion people weigh 🤯https://share.google/Adg83ds0c71hru7l8

2026-05-21 17:00:13 UTC

https://blossom.primal.net/161edb31491dfb0d312e5e9fa6b6a5a8657b5e142e89a9581d15a004bf5152fb.jpg
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2026-05-21 16:35:49 UTC

https://blossom.primal.net/363226710734aeb35866f7dfa6b7f0efabd7faf75294b7e35e316127ae269e16.jpg
https://blossom.primal.net/53d11c1a69dd6c0bd5e988bda443330064dd80424e81c9aa0a5e4582dbc05cf0.jpg
https://blossom.primal.net/90948836129ae37759ee4cdad0dd4b2d86c46d3f6b103f95663cfcfe869f0423.jpg
https://blossom.primal.net/2ac22fa3f586275d4cbc98adda2b77e0cbdf404e3d9605cb4853899ba27bcb41.jpg
https://blossom.primal.net/c6af3d8171333dcb6756cd72da1eb5db35e25dc520f8eefe89f03101ab8ee621.jpg
https://blossom.primal.net/5e3b67258f59c57004f95171c75dad47d635009b4bf2f1d7ee55deb452464278.jpg

2026-05-21 06:57:22 UTC

When you're notified of an online zap....
https://media.tenor.com/Cj9rNn9J6V4AAAAC/lost.gif

2026-05-20 13:08:12 UTC

https://bjsm.bmj.com/content/early/2026/05/03/bjsports-2025-111351

2026-05-20 13:06:45 UTC

For real heart protection, the weekly exercise number climbs far beyond current advice https://medicalxpress.com/news/2026-05-real-heart-weekly-climbs-current.html

2026-05-20 12:19:17 UTC

https://blossom.primal.net/50fe9c8cb39005927579396078aed9343f21c9a748684deb7b0d8a42934d078f.jpg
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2026-05-19 18:20:22 UTC

https://blossom.primal.net/704e11902ec52f9ba84caefe112362267ef03239e3057a8968a33a0be39b5f8f.jpg
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2026-05-19 13:06:13 UTC

https://www.maximum-progress.com/p/the-causal-effect-of-income-is-often

2026-05-18 06:43:37 UTC

Take a moment to appreciate the irony and then get off your phone....https://blossom.primal.net/9ee05fa0fa3e73c3ecab9de315362f199f952ce0e596694f16a9716f32fb82e8.jpg

2026-05-17 12:14:06 UTC

https://blossom.primal.net/1016963df45feea5f241c332b3b523502d17c4de1b752dbee366df6defb14354.jpg

2026-05-17 09:16:33 UTC

*Even apart from our diminishing propensity to have children, the task of bringing together a fractured and frustrated generation is the challenge of our times.*
https://stacker.news/items/1491154/r/halalmoney

2026-05-13 10:15:01 UTC

- reply

Too. Much. Information. 😆

2026-05-12 15:08:38 UTC

- reply

When you want to respond with a brilliant rebuttal but actually agree...https://media.tenor.com/0GfM33yDAuAAAAAC/nathan-fillion-uhm.gif

2026-05-07 11:58:06 UTC

- reply

On a long enough timescale, no mortal escapes justice

2026-05-07 11:02:34 UTC

*paper money is not a savings vehicle, it's a managed loss*
#nevent1q…f37z

2026-05-06 12:06:09 UTC

*One does not simply walk into Bitcoiners' corner of social media, mention the unholy word starting with 's' (and not ending in 'aylor'), and expect sudden bouts of logic to ensue.*
https://stacker.news/items/1485116/r/halalmoney?commentId=1485149

2026-05-02 21:57:25 UTC

Physicists Discover the Most Complex Forms of Ice Yet | Quanta Magazine https://share.google/CkYtfewtBP2lMjQUL

2026-05-02 16:50:58 UTC

*The nervous system needs evidence that the truth is survivable in the room before it will start producing the truth at scale.*
https://share.google/0y3dSeVGvHVDDeCxT

2026-05-02 14:39:22 UTC

Perplexity: the state is not primarily a normative ideal but an emergent coordination device imposed by material and incentive constraints:
States crystallize around culturally or geographically coherent blocs because:
shared language, norms, and expectations reduce the cost of enforcing rules and extracting revenue,
physical geography (rivers, mountains, coastlines) helps define clear, defensible boundaries for coercion and taxation.
These relatively stable “constraint bubbles” allow:
semi‑predictable law enforcement,
semi‑stable property regimes,
inter‑elite bargaining via institutions (armies, courts, bureaucracies) that partially internalize the incentive problem by tying rulers’ fates to some degree of order and long‑run revenue.
...the “state” is the least‑bad overlay of endogenous constraint on an otherwise unstable anarchic incentive landscape—functionally analogous to the way socialist planners, lacking market prices, try (and mostly fail) to impose exogenous constraints on the calculation problem

2026-05-02 13:51:23 UTC

https://blossom.primal.net/876f003314c752d06c7cfceacaae9b2b817895ed30b8edfd2dbe2f5df0f85b23.jpg
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2026-05-02 12:23:32 UTC

https://blossom.primal.net/1c2b048f903c3e12bfc91b40563aad7bc568cd3e7fd1c6fddd51c1b465feea1f.jpg
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https://blossom.primal.net/3cf9387c391ddc912fddfaf8ac99e23fd67ecf9308f270433edaa35eeccdc560.jpg

2026-05-01 19:21:51 UTC

https://blossom.primal.net/2762d7264142bbd662999525fe79cb0a0d496306265ed0e9786ab0bfca8a09f2.jpg

2026-05-01 16:01:14 UTC

*Each crisis produces legislative architecture that concentrates power in institutions accountable to no voter.*
#nevent1q…xm5q

2026-05-01 14:48:27 UTC

https://blossom.primal.net/2b94d3017434bb0528d7925edd87089c8ce0ebe76c49a2f0c329b84774706d4c.jpg
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2026-05-01 13:51:22 UTC

*Find the lie and you find the front line*
#nevent1q…kln3

2026-04-30 13:59:32 UTC

https://stacker.news/items/1481449/r/halalmoney

2026-04-30 13:51:29 UTC

*There is no shortcut to finding intelligent or ethical people*
#nevent1q…csdc

2026-04-30 13:23:09 UTC

KitKat turns chocolate bar packaging into Faraday smartphone cage - Notebookcheck News https://share.google/v6SES0xEAhMWhEhkg

2026-04-29 17:16:25 UTC

https://blossom.primal.net/79ac3a8367038a72ae2e40be5e679581f835ae6546ac5ce9a38009c7d75ab04b.jpg
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2026-04-29 17:15:56 UTC

https://blossom.primal.net/6b064bba9647d34a50ac92e807957d348b9e5f52a6a4e7aaa4be98f5af7a52fe.jpg
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2026-04-27 14:01:36 UTC

- reply

Ouch. Taxes plus Stockholm Syndrome 🫠
Breaking free won’t be easy.

2026-04-27 10:12:39 UTC

*DeepSeek is betting that frontier intelligence becomes infrastructure the way Linux did, and that the lab releasing the weights captures the ecosystem rather than the runtime margin.*
The disappearing AI middle class - The New Stack https://share.google/aTnmqzFdrkscYNMXL

2026-04-26 22:39:45 UTC

- reply

A well designed tax system is indistinguishable from consensual oppression

2026-04-26 20:57:06 UTC

Source: Will AI solve wealthy countries’ debt woes? | Arab News https://share.google/L8f6uSX5yXWlKBsFO
#nevent1q…n08d

2026-04-26 20:56:04 UTC

*even if [tax] revenues do grow, what assurance is there that the political system will not respond by just ramping up spending and deficits even more? After all, the advanced economies are already very rich. In principle, they could have easily managed their finances better if their leaders had found it politically expedient to do so. But being rich has never been an obstacle to going bankrupt. Voters have hardly begun to adjust to the realities of a higher interest rate world, where demographic decline and vastly increased needs for defense spending have introduced major new costs. As the median voter grows older, systems already biased against young people will only become more so.*

2026-04-26 18:33:10 UTC

https://blossom.primal.net/fd0cc1b33cd0b5d56d2c98b803234dc528e5e5bf6c5acc6a9b52896db483b26b.jpg

2026-04-26 17:06:04 UTC

https://blossom.primal.net/00478353da84bcea007a062cf395621f8b58557b9246c35cc43b035aac72b168.jpg

2026-04-26 13:41:31 UTC

https://blossom.primal.net/d8240419bfb77cb56d53451cb47049af78b301121bfa3aeb2515ba1267f41c52.jpg

2026-04-26 13:41:14 UTC

https://blossom.primal.net/9b3a140d8604a96967e8ad3d64c6d0525d2f086d2ad48ab2ebb0a6def5fde72a.jpg

2026-04-26 13:40:56 UTC

https://blossom.primal.net/5a3237a8f4e2fc6a3db1a746eb76b96a61f4c12246e94b0c4ff83afb5441d5ca.jpg

2026-04-26 13:40:34 UTC

https://blossom.primal.net/7cc2603721f280d2724ba40cf6707b329b62d7328575aad3651dab85022b6d08.jpg

2026-04-26 13:40:17 UTC

https://blossom.primal.net/2632c4b8a023a9210252b79555209a96d360cc7ad7fd8d634dfda18078f79230.jpg

2026-04-26 13:39:59 UTC

https://blossom.primal.net/d250447193245f9fd23b09da95f061d07361daa005a387130d570bbc5617fbdc.jpg

2026-04-26 13:39:34 UTC

https://blossom.primal.net/68aec8a926168798652bdefb1c755543b039a1e991c2646f9feebbe015ff755e.jpg

2026-04-26 13:39:14 UTC

https://blossom.primal.net/d3d79bc69f4f7726448790c2cfac676d7446ffa2ac4279d8c3275ff82c5cbaf7.jpg

2026-04-26 13:38:38 UTC

https://blossom.primal.net/fe04511e82f43052b54f951457b9b00845ab0fd5a51854b9d269ff24c9dc6ca6.jpg

2026-04-26 13:37:58 UTC

https://blossom.primal.net/2de71c5ae2ba4d4fab0e6250a3be0ba47c4b458a6a6c665f24ff3ed5915ccf93.jpg

2026-04-26 13:37:35 UTC

https://blossom.primal.net/44658e2989b5a6d92c3d3468a8205b195dc9f07e96978944b2d37f7117b521c1.jpg

2026-04-26 13:37:14 UTC

https://blossom.primal.net/34eda45f3b01015a37f8bc983062594720799d316879eb6a6d8ac0b8868c5d9c.jpg

2026-04-26 13:36:48 UTC

https://blossom.primal.net/6c74121bb5b0929189f4d5983c875dbdc1db8c803cb2bac7e64825071885fbe6.jpg

2026-04-26 13:36:23 UTC

https://blossom.primal.net/c279e6f586bd17e85fe29e41941c5fc28612be6ad2d7278cdfa397b85526e3b6.jpg

2026-04-25 16:22:26 UTC

https://blossom.primal.net/82e94f6bf4b6f316e531c15b8d3cf2db2d2088f25725d3fd2f3034c8153fbe6f.jpg

2026-04-25 14:10:16 UTC

https://blossom.primal.net/bd131be7c96d5e976476bdb9d48dfc325fbd3d51828123ed515f46f21da19305.jpg

2026-04-25 14:09:52 UTC

Source: Simon Willison’s Weblog
https://share.google/FNc035PS66bvCMKhS

2026-04-25 10:34:04 UTC

https://blossom.primal.net/86784599984fe9e599418241eb0ee5f35e9d35b5126d4e709a23a3aac0731a91.jpg
https://blossom.primal.net/7a00465a2c2e9956b390a4efff0e029f06fecfb80504e8ffc21ece0aa82642bd.jpg
https://blossom.primal.net/61ab4e27ca9a93205fed56fadc4e4361efe254244f6fb953693d93841f9282aa.jpg

2026-04-24 19:35:30 UTC

- reply

It’s a picture of the sky earlier today.
Beautifully blue, but no clouds

2026-04-24 15:19:42 UTC

- reply

TIL about anaphora: a rhetorical device where a word or phrase repeats at the start of successive clauses, sentences, or lines for emphasis and rhythm.
Thanks, gents!

2026-04-24 13:31:28 UTC

https://stacker.news/items/1477917/r/halalmoney