Did an analysis of all my exposure to CEXs and DeFi protocols. Prepared if the runs continue to creep.
My building garage construction is slated to finish in January for Ducati return.
Received sleeper blue dot goby, yellow and purple wrasse, green bubbletip anemone, and cerith snails.
John J. Ray III (chief restructuring officer of ftx, same as he did for enron): “Never in my career have I seen such a complete failure of corporate controls and such a complete absence of trustworthy financial information as occurred here. From compromised systems integrity and faulty regulatory oversight abroad, to the concentration of control in the hands of a very small group of inexperienced, unsophisticated and potentially compromised individuals, this situation is unprecedented.”
Breathwork: I’m finding my retention periods are much better if I don’t limit my hyperventilation to 30 breaths, but rather 35-40 until I’m lightheaded. My body is adjusting and I’m getting better with practice, so I’m increasing magnitudes all around.
FDNY now requires a fire safety notice on all manhattan units. Adhered one to the inside of my front door.
Tons of private work.
Gemini’s withdrawals exceeded their liquidity yesterday. They’re not linked to FTX (alameda). They don’t have exposure to FTX (blockfi). But their Earn program is backed by Genesis, which has a connection to FTX, which caused the withdrawal pause. I do have significant holdings in gemini earn.
Reviewed my whole portfolio to check exposure to all the recent downfalls.
Cooked the practice turkey for friendsgiving. Garlic / olive oil biner, szechuan/paprika/cumin/mustard/pepper rub, dry brine 24hr, bacon fat injection, honey glaze.
Only 1 item not in stock for tomorrow’s liveaquaria arrival: maxima clam.
After self-pacing my breathwork for the last few weeks, I did a wim-hof-guided session today just to touch base. I feel like my pace is on point, although my breaths are fully/deeper at the same frequency as I improve. I did notice that I got more lightheaded and had an overall MORE effective session, even at retention times of 90/120/150s (shorter than when I self-pace) . Why is this? Not exactly sure. I think it’s because I don’t have to keep a backburner thought process on counting breaths or advancing to the next session. Guidance allows you to drop all structure and just immerse. The music/voice also adds a distraction during the retention portion (good? bad? both?).
Also segmented/tenderized/scored/brined/injected a practice turkey for tomorrow.
World cup bracket fillout.
Always dry brine meat (not just fish) uncovered on baking racks in the fridge so that the pellicle forms. Dries the exterior out (crispy skin) and attracts more smoke (if smoking).
If you’re feeling sleepy: simply look up. Triggers certain parts of the brain for wakefulness. Chin up, eyes toward the sun (even if indoors). Allow light in.
My DC30 rise garden pump died. Water level was too low. Replaced with DC40 (don’t plug into the control board, although it fits; use the separate power supply). They don’t sell the DC30 any more, it appears. Just use the DC40 models from now on. 400L/hr. The DC40 pumps have an autoshutoff feature too and can detect if they’re running dry.
Chess24’s Champions Chess Tour (Meltwater) started its final major today, the last event on this year’s tour.
Aquarium maintenance, refilled autofeeder, emptied reagent waste, etc.
Called BoA business to check on the rewards program, since the online interface doesn’t show anything useful (unlike chase/amex/others). Was another mess of operator transfers and nobody knowing anything. On hold for over an hour. Crazy that this isn’t just a single “here is your rewards status” page. After talking to multiple people, got 0 answers. That, plus the fact that they don’t have autopay (!!!) – do not business bank with BoA.
Moulin Rouge’s Come What May (2001) was originally written for Romeo and Juliet. That “you can tell everybody” hook is also recognizable from Aloe Blacc’s song The Man (2013), which sampled it from the original Elton John Your Song (1970).
Google Workspace obviously has gmail/meet/chat/calendar/drive/docs/sheets/slides/forms/keep. But here are some more you may not have known: sites (like squarespace, no-code websites), drawings (diagrams, charts), jamboard (freeform whiteboard).
iPhone really doesn’t want you to use another browser besides Safari. You have to go to the restriction settings and disallow it. Settings -> Screen Time -> Content and Privacy Restrictions -> Allowed Apps -> disable Safari.
More news coming out about FTX’ balance sheet. Not just that FTT made up a huge chunk of assets (and…cannot be used to pay out liabilities since it’s the same as FTX), but they did the exact same thing with SRM too (serum, basically the dex protocol underneath, created by FTX). FTX got billions of customer money. And they didn’t use it obtain assets (FTT and SRM are free to FTX, they created those tokens). Instead, they gave the money to Alameda, who lost it on bad trading strategies. So the money is gone, the assets on the FTX balance sheet because worthless once exposed, and the death spiral killed FTX. Not too dissimilar to TERRA/LUNA.
Deepdived equitybee.
Remember law firm hierarchies: associates -> partners. Managing Partner is the top, associates can be junior/senior, etc.
Lots of private work.
Ordered a few more liveaquaria: green bubbletip anemone, yellow/purple wrasse, maxima clam, cerith snails, sleeper blue dot goby. $55 for dead tiger watchman last time, $14 rewards, $35 15FISHY (15% off). Saved ~100 total, would have been ~250.
Supercontest. Ran an analysis for how close Vegas is at setting lines.
This dataset is from >1k games, from 5 seasons 2018-2022.
select avg(favored_team_score-underdog_team_score-line) from scores join lines on scores.line_id=lines.id where status='F' or status='FO';
This yields how far off they were (remember line is always positive in the db, favoring the favored team). After comparing to the score diff (favorite-underdog), -1 means they set the line 1 point too high.
-0.425. So they historically they set the line about a half point TOO much for the favored team. Hence the reason the underdog is a slightly better pick, statistically.
Taking abs of that difference above to simply get the total accuracy, the result is 9.95. This is how far off they are, in either direction, on the average setting of line. In the first calculation, being 3 points too low for one line and being 3 points too high for another means your avg is 0. But in reality, you were off by 3 for both.
Fun fact: worse miss was 45. Patriots/chargers, 2020-12-06. Line was pickem (0). The pats won 45-0.
The biggest upset in the other direction (-40) was Falcons/raiders 2020-11-29. Line was raiders by 3. Falcons won 43-6.
Binance is not buying FTX now, having reviewed the financials. SBF had transferred >4b from FTX (just cex) to Alameda (trading, arb, market-making). Nearly 15b of Alameda’s book was FTT. FTX saw >6b in withdrawals in 72hrs. Shortfall of 8b. Clearly not just doing custody, since they’re in a liquidity crunch. A bank run can’t happen if you hold 1:1 assets for customer deposits. But here we are, doing a run on a bank that calls itself an exchange.
Sol impacted (disproportionately) too, close relationship with FTX.
Another liveaquaria shipment. Tiger Watchman Goby didn’t arrive alive (nor large). Submitted claim. Everything else good: 3x Pajama Cardinalfish, Three Stripe Damselfish, Six Line Wrasse, Fancy Banded Serpent Sea Star, Purple Short Spine Pincushion Urchin.
Finished Chernobyl. Liked it. The story is more scary than interesting, and it’s very interesting.
Remember (you do not have the cash, but you have other assets that can be converted into cash) = (illiquid, but solvent). 2 different things. Insolvent is worse.
When you focus on the reward at the end of an effort, the pleasure experienced during that effort drops drastically. That’s how dopaminergic systems work. Retrain your mind to get pleasure from the effort itself.
Brian Armstrong on CZ/SBF: https://www.bloomberg.com/news/videos/2022-11-08/coinbase-ceo-on-binance-buying-ftx-video
Got Teams for all devices. Synced MS with google calendar.
Huge day for private work. Many meetings, all sides of the equation.
Got about 20 headhunter calls today.
Committed week 10 sbsc lines, confirmed DST shifts are working correctly, submitted my picks.
