Sanmis, Engineer Investor
@smbitw
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Software Engineer in NZ đłđż Building $250k â $1M publicly Bitcoin | Stocks | Systems Sharing the journey
Joined October 2010
Started with $48K in April â now $71K in November (+49.6%). No hype, no shortcuts â just reading, testing, and refining what works. Goal: $1M in 2 years. Letâs see how far discipline and reasoning can go. đ
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Bitcoin purchases All my purchases, see in the comment
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Bitcoin & physics 𤯠â˘Bitcoin blocks = âquantized timeâ (discrete ticks, like frames in a movie) â˘Mempool â quantum superposition (txs exist in probability until confirmed) â˘21M cap = entropy + hard limits Bitcoin isnât just money â it might model time & information itself.
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Hey everyone, I know I have a small account and nobody cares what I have to say. But if you do see this.. DO NOT sell your Bitcoin. Iâm not following any rich guy like @saylor or @jackmallers Just an engineer. If BTC is not worth it on Jan 1 2032 00:00 for you, sell it.
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People ask, âWhatâs your Bitcoin thesis now?â If price changes your thesis, it wasnât a thesis, it was a sentiment. Bitcoin is Bitcoin at 60k and at 400k. Only shaky frames need constant updates
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Months like this are part of the game. Focus for February: ⢠Re-check intrinsic values ⢠Add only if margin of safety improves ⢠Stay patient Read â test â get feedback â refine â repeat.
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Next for AI!!! AI tools keep my memory trapped. I want a user-owned context layer: portable prompts, project memory, decisions, and history that can be rehydrated into any model or IDE. Is anyone working on this?
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Quantum computing is not an existential threat to Bitcoin. Cryptography can and will be upgraded, if the threat materializes. Quantum is only a threat to a subset of Bitcoins (Satoshi-era coins, lost coins, and address re-use coins).
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Greenland I visited Greenland in 2015. At my accommodation in a beautiful town name Qaqortoq, the song âAll My Friendsâ was playing on the radio. Full of surprise, I asked the owner (barely speaking any English), why radio is playing English songs. âAmerican influenceâ she said.
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Wow, probably the most eye-opening chart you'll see today. Can someone please explain why people take 6% mortgages to buy a house if renting is cheaper? They could earn 9%+ on their equity in the stock market instead. Double loss. Does this make sense to you?
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Final update for 2025. Excited to see where this journey takes me in next 10 years. Started investing in April. Learned a lot in the last 8 months from books and experience. Top performer so far is GOOG, followed by NVDA. HIMS is still in the wait-and-see bucket.
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âSilver is ripping vs. Bitcoin!â Silver ripping vs. Bitcoin:
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