Parzival @maxedpure
Off to Neverland Joined January 2015-
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My god this is such a good speech that every SWE needs to hear. You know what? Every person should hear it Keep the happy memories, eyes on the reality, be excited about the future. That’s the best that anyone can do
zk cryptography is the unlock to get financial self-sovereignty, human agency, and censorship-resistance. It brings together strong privacy, scalability and post quantum security. All cryptocurrencies will reorient accordingly. Your leaderboard is changing.
also make it scale and quantum proof
Here is the 1m30s clip of the best part of my presentation to the SEC, the part featuring my mom, that Commissioner Peirce mentioned. ☺️ Thanks to Paul Brigner for making this recording. 🔚
Long ZEC Long UAE Short SPY Short USA Neutral/GL EU
So the way this sits in a portfolio for me is: 1. core, modest‑sized basket in complex US refiners + selected integrateds 2. small, diversified sleeve in defense/C‑UAS rather than a hero bet 3. scenario‑based sizing around: slow rebuild, faster ramp, or prolonged disruption rather than treating this as a single binary trade. (That’s the difference between trading the headline and underwriting the regime‑change project as a multi‑year factor in your energy book.)
Venezuela still has ±300B bbl of reserves, but output has collapsed and the infrastructure is in poor shape. Trump’s line is: US majors go in, spend “billions”, rebuild, get repaid in barrels over time. That's a long, execution‑heavy project, not a quick volume shock.
There is no clean 1:1 hedge between Venezuelan risk and a single “drone stock.” Still, a liquid way to reflect that security impulse, you end up in large defense names with real C‑UAS / sensor / SHORAD businesses: $RTX, $LMT, $NOC
The other axis is security and resilience. You now have US‑branded assets and personnel around high‑value oil infrastructure in a country with non‑trivial conflict and insurgency risk. That tends to push spending toward physical protection, surveillance, and counter‑UAS around energy infrastructure rather than away from it.
As analysts have already started flagging, those refineries were literally designed for barrels from Venezuela/Mexico, before the shale era shifted the slate to light sweet. If heavy barrels return in size under US security and contract law, these assets get a structural feedstock advantage.
The obvious equity expression is not “Venezuela E&P lottery tickets.” It is the US Gulf and integrated complex that was built to run heavy sour and is still underutilized for that use case: refiners like $VLO / $MPC / $PSX and integrateds like $XOM / $CVX with Gulf downstream and potential upstream access.
In the near term, exports are actually disrupted and logistics are messy. Over the medium term, if reconstruction works, heavy crude that used to be politically constrained becomes more accessible to US‑aligned buyers and US refiners.
the act of creation is the only thing that justifies existence
talk is cheap get your ass in the arena
I became Senior VP at a multi-million dollar company at age 26. My salary was $600k. This was in 2018. How did I do it? It wasn’t hustle culture. No 5:30am wakeups, cold showers, or productivity hacks. What got me there was a relentless focus on impact. Every project I touched, every deck I built, every presentation I gave MOVED THE NEEDLE. Always, I asked myself: what is the single most valuable contribution I can make to the company right now? And I did that. If people disagreed, I convinced them otherwise. I kept this up for three years before the CEO (my dad) finally recognized my results and promoted me to SVP. There are no gimmicks. There are no shortcuts. To get ahead, create value.
We're all speaking about alignment, but we rarely check to ask "are we (actually) aligned?"
FuturesFarminga 🚜�... @daytradingz002
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