Henry Walsh
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h2walsh.bsky.social
Henry Walsh
@h2walsh.bsky.social
9 followers 31 following 5 posts
Australian lived in Canada, US, Singapore, London and back again. Comment and write on commodities and markets // Views my own // Not investment advice.
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Reposted by Henry Walsh
stephenkinsella.bsky.social
Found a new thing. Install the sky follower bridge in Chrome, go to your twitter following page, and click the button, it'll show you your mutuals and you can follow them right there on the twitter page.

chrome.google.com/webstore/det...
October 22, 2023 at 9:31 PM
Reposted by Henry Walsh
molly.wiki
I finally got hold of the government exhibit that SBF's lawyers worried prosecutors were using just to "show that he’s some sort of crazy person"

mollywhite.net/storage/sbf-...
I find it really fascinating to stroll through uncanny vallies. Most people do not. Most people fucking hate it. I often forget this fact, and fail to collapse wavefunctions that span the valley for way too long: because I actually don’t mind the tension of the valley, even though I know, intellectually, that almost everyone is their worst self in them. — Here’s an approximate list of what matters: 1) Being aligned and always doing whatever you think is best for the company 2) Being aligned and always doing whatever you think is best for the company 3) Being aligned and always doing whatever you think is best for the company 4) Being aligned and always doing whatever you think is best for the company 5) Being aligned and always doing whatever you think is best for the company 6) Being aligned and always doing whatever you think is best for the company 7) Being aligned and always doing whatever you think is best for the company 8) Being aligned and always doing whatever you think is bes I, SBF, basically think both Alameda and Modulo are really aligned and make reasonable thoughtful decisions. But I don’t think there’s fully mutual knowledge about that. And so even though, at the core, both Alameda and Modulo are aligned with each other, they don’t fully realize this–and interpret things less favorably than they otherwise would because of it. Tension is created out of thin air, because the people involved don’t go into it 100% confident there couldn’t be tension. The possibility of tension created tension. Anyway, maybe I’m wrong about some of the above. But I think it’s probably basically correct. And so I think what needs to happen, here, is to collapse the uncanny valley. Uncanny valleys are complicated and probabilistic and mixed, but I’m going to take a stab at collapsing it anyway, onto my current best guess at the real truth. Hopefully I’m right. There’s only one way to escape an uncanny valley: you have to collapse it to a single ground truth, and you have to
October 12, 2023 at 4:23 PM
h2walsh.bsky.social
Latest GSX newslette open.substack.com/pub/henrywal...
"Were you listening to me Neo or were you looking at the woman in the red dress?"
Morpheus: "The Matrix"
open.substack.com
October 10, 2023 at 10:46 AM