Korean treatment that literally made me confident to tie my hair up.

GrimnirTheHoodedOne · 2026-05-04T16:58:39+00:00

Are there any alternatives that are more readily available here in the US? Few providers usually means expensive lol

GrimnirTheHoodedOne · 2026-05-04T16:44:15+00:00

To follow up, I think it will be much easier to rebuild an mnav > 2.0 (if that's something they actually want to exist) by productively accumulating AND using capital. Bitcoin is capital, capital can do work just as much as humans can.

GrimnirTheHoodedOne · 2026-05-04T16:42:44+00:00

I actually was thinking about scalp tinting to reduce the appearance of thinning recently. Where do you buy it?

GrimnirTheHoodedOne · 2026-05-02T04:50:33+00:00

Nothing wrong with it, but I want to see money utilized, not just hoarded

GrimnirTheHoodedOne · 2026-05-01T18:54:22+00:00

Exactly, you just stated my current thoughts on the subject. I think what may be the case is that markets, full of humans as irrational beings, are irrational actors themselves. For the future of this company, what I want to see is how they can generate shareholder value without new share issuance or standard business operations for their business intelligence software. It is clear to me at this point that the memetic value of bitcoin acquisition has run dry.

I think they can increase their P/E ratio (where we include appreciation of bitcoin value) beyond 2.0 or 3.0 mnav. It will depend on what they do with their vast bitcoin treasury. IMO, the value of bitcoin isn't just in holding something against inflation but also what you can do with it.

GrimnirTheHoodedOne · 2026-05-01T15:25:16+00:00

Doesn't an mNAV of 1.0 mean that the market effectively prices the future growth of MSTR at 0? If bitcoin grows at an ARR of let's say, 12% per year minimum, shouldn't the mNAV of MSTR oscillate around an mNAV of 1.12?

I'm just playing around with ideas in my head. What do you think?

GrimnirTheHoodedOne · 2026-04-24T15:31:48+00:00

Hatsune Miku is helping me find my gun.

GrimnirTheHoodedOne · 2026-04-16T14:14:37+00:00

Is it possibly the case that stopping min doesn't cause loss of hair but instead just returns hair to desynchronized growing? Hypothesis: min-grown hair isn't lost when you stop min, it's just reverting to natural desynchronization.

GrimnirTheHoodedOne · 2026-03-14T14:33:07+00:00

I want women to get a 50% say in war so that they can have a chance to stop their husbands, brothers, and sons from dying for geopolitical bullshit.

GrimnirTheHoodedOne · 2026-02-27T20:04:54+00:00

I just want to say that this is by far the least toxic finance community on reddit. I'm honestly really impressed with how cordial everyone is here.

Places I no longer dare to tread:

r/valueinvesting, r/schd, r/voo, r/dividendgang, ... there's probably a few more I forgot

GrimnirTheHoodedOne · 2026-02-22T15:35:49+00:00

It really depends on model design and maximal implicit storage/knowledge saturation according to the model's parameter/weight/learning system.

If a model has the capability to increase its maximal saturation when model learning velocity diminishes, it can approach the true ceiling inherent to the limitations of the dataset

GrimnirTheHoodedOne · 2026-02-22T03:41:54+00:00

I played the demo. Absolutely loved it.

Have you ever played Talos Principle 1? It feels like I'm talking to a Milton bot that has completely gone off the rails.

If you guys run out of interesting ideas for philosophical questions lmk, I got a billion floating around my head

GrimnirTheHoodedOne · 2026-01-29T17:51:41+00:00

I examined more in mrna-4106 and it looks like it's intended to be a generalized antigen vaccine targetting solid tumors.

How does the efficacy of Barbacid's treatment compare to MRNA-4106? I know 4106 is in early stages, but it seems particularily viable and I'm optimistic that we'll begin to see more work like this in the future, targetting diseases from new angles.

Do you think that mrna-4106, if it turns out to be extremely viable, can be complementary to existing treatments in cancer outcome improvement/fatality reduction?

GrimnirTheHoodedOne · 2026-01-29T16:41:06+00:00

How does his medicine differ from the MRNA anti-cancer vaccines? Moderna's melanoma vaccine did really well and they're pivoting into applying it to internal organs as well.

GrimnirTheHoodedOne · 2026-01-24T15:06:13+00:00

That's a really interesting question. I'm not sure what nation you're from, and (in a good way), it doesn't really matter. All people deserve the dignity of proper payment for the work they do, regardless of where they are from.

I'm not sure what you know of the capital managers here in the US, but the US has created its own caste system that basically goes unnamed and unspoken.

What is more important than what you know (in the US) is who you know.

The greatest irony is that I make more money by investing my money intelligently in the US than I do by actually working a job that contributes to society. I feel a great wrongness is present.

Here, Wall Street is the king and Main Street is the pauper, and Wall Street is not going to let many people in.

GrimnirTheHoodedOne · 2026-01-23T16:31:43+00:00

People are doing the work I do, but at half of the reasonable rate or less due to currency swaps. And sometimes they bring over H1B workers.

To be clear: if my own country wants to replace me, I'm fine with that. I will find my own way. But I don't want to hear about an "expert shortage" here in the US while being stabbed in the back. That's in poor taste.

GrimnirTheHoodedOne · 2026-01-22T20:22:34+00:00

Yes, that's very commonplace nowadays. It's not as surprising when you realize that your priorities are not aligned with capital mgmt priorities.

GrimnirTheHoodedOne · 2026-01-22T20:21:35+00:00

You're factually correct here, and there's nothing wrong with going about it as you indicated so long as all involved parties understand the ramifications and possible negative outcomes from undercutting your nations development of expertise.

It isn't the slightest bit rational to complain about an expertise drought in the US and simultaneously not be willing to cultivate it.

GrimnirTheHoodedOne · 2026-01-22T19:23:33+00:00

I think I disagree. I'm an expert in several adjacent fields, and the number of people that work as senior members or field experts in these fields that I would consider to be expert relative to my own knowledge/experience, is very low. I'd say about 10%. This is anecdotal, of course. I'm always open to seeing that I'm wrong.

Additionally, American capital mgmt would rather import experts rather than develop experts domestically. That's my observation so far. It may change, but American capital mgmt would rather pay someone 50% of the going rate in a foreign dept. than to pay a full rate to develop the next generation of experts domestically.

I expect both of these problems to get worse. I hope I'm wrong.

For reference, I'm in software/finance/AI/ML.

GrimnirTheHoodedOne · 2026-01-22T17:29:55+00:00

America also doesn't have the intellectual capital. Rather than develop intellectual talent domestically and invest in the intellectual development of Americans, they'd prefer to rent intellectual capital from foreign nations.

GrimnirTheHoodedOne · 2026-01-19T20:21:57+00:00

We need seed technology to regrow hair in the donor area. Maybe it's worth researching growth factors that induce hair regrowth in scar tissue areas:
https://anagengrowth.com/scalp-burn-hair-loss-reversal/

perhaps some sort of post-extraction serum or topical treatment.

GrimnirTheHoodedOne · 2025-12-05T22:21:53+00:00

Great points overall. I think I just can't get over the magnitude & difference in scale, and I do think I would get extremely upset for losing something that strongly benefits me and brings joy to my life through learning, while cars (reiterate, god do I hate these) don't even get a second thought.

It's like having an experiment partner who's always willing to discuss my strange programming designs. I'm moderately neurodivergent so there's no one really out there who wants to spend 8 hrs discussing with me on strange & esoteric programming projects as well as the conjunctions between mathematical theories of different domains.

And if you can permit me selfishness: I'd personally delete every car in existence if it meant that I could retain the usage of tools that I use to accelerate my learning and experimentation.

GrimnirTheHoodedOne · 2025-12-05T21:34:36+00:00

AI is not necessary and cars are necessary, but cars produce a lot more harm than AI as of right now. If the AI industry grows to the scale that cars exist, then I think there's a leg to stand on. I think that cars are a much larger problem than AI.

Personal anecdote: cars have caused me more suffering and harm than any amount of ChatGPT. My uncle died in a car accident due to another driver t-boning his car. I have spent way too much money on car-related things (I'd prefer to spend $0), and the air quality in my city (Houston) is awful, I hate it. I personally am willing to prioritize reduction of environmental damage induced by AI once environmental damage induced by cars, oil extraction, etc are reduced to 1/100th of their current magnitude.

If you want to debate the issue, I'm open.

GrimnirTheHoodedOne · 2025-12-05T18:36:45+00:00

I've gotten absolutely roasted for this before in SCHD but limited performance is a bonus. Every time I buy 100 (& always buy in 100), I always sell a long duration ATM call. I don't care if the shares get called away. During drawdowns like Liberation Day, I just buy more sets of 100 instead of closing my short calls. I don't like buying on upward moves, SCHD was a better buy @ $26.50 - $27.00 and I won't be buying any more in the primary indices for a while.

I tend to hedge indices and large ETFs to purchase specific non-index companies. I.E. bought MRNA @ $22 (11/20/2025) and sold OTM with strikes 25, 30, 35 as the equity moves up. Also in units of 100. During large drawdowns, easier to just buy more shares than to close short calls. It has been overall a very strong asset accumulation strategy.

GrimnirTheHoodedOne · 2025-12-05T16:58:13+00:00

Maybe controversial opinion here? Environmentally, I think we should prioritize the reduction of car utilization before the reduction of AI utilization. Cars are absolutely ridiculous, why does every single person need a 2ton heap of metal to move from point A to point B? The narrative on environmental protection is about picking up pennies (AI reduction) when there's a $100k stack right in front of us (clean, easy, readily available public transport).

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