Book I’m Reading
Here’s another book I’m reading as part of my biblical counseling certification through the Association of Certified Biblical Counselors. Jim Newheiser is one of the ACBC OGs. This book is well done, rooted and grounded in Scripture, and practical in its application. It will remain a resource for me as I move forward in counseling folks, especially those dealing with anger.
Video I’m Watching
Lyn Alden remains my go-to macroeconomic analyst. I appreciate her analytical mind, engineering-like perspective (her background is electrical engineering), and her ability to take systems apart and explain their component pieces.
Article I’m Reading
Reflexive AI usage is now a baseline expectation at Shopify (Tobi Lutke, X)
This is a remarkable memo. I included details from it in a presentation on AI and LLMs that I gave on Wednesday to our staff at SonSet Solutions. If you want to see that, you can watch it here.
On Bitcoin
Two points today. First:
The S&P 500 is as volatile as bitcoin now pic.twitter.com/OrO68Z0HiS
— Eric Balchunas (@EricBalchunas) April 10, 2025
The “bitcoin is too volatile” crowd is in absolute shambles.
Second:
INTEL: 100 publicly traded companies now hold $BTC on their balance sheets pic.twitter.com/nnXSjt7AXA
— Solid Intel ๐ก (@solidintel_x) April 10, 2025
This count will go from 100 to 1,000 in a small fraction of the time it took to go from 0 to 100 (15-16 years). GameStop ($GME) will likely announce a large Bitcoin acquisition within the next couple of weeks.
If you’re reading this, please study exponential growth. All technologies that go from zero to one experience exponential growth, and the human mind isn’t naturally good at thinking about exponentials.
Tweets I’m Reading
Financial systems are complex and have a variety of use cases, strengths, and weaknesses. As a result there are a variety of perspectives for why investing in bitcoin may be a prudent decision. You can find dozens of well-written theses here: https://t.co/r8u48YdYPn
— Jameson Lopp (@lopp) April 11, 2025
๐๐๐ฃ๐จ๐ซ ๐๐ง๐ง๐จ๐ฎ๐ง๐๐๐ฆ๐๐ง๐ญ๐ฌ ๐จ๐ฎ๐ญ ๐จ๐ ๐ญ๐ก๐ ๐๐๐๐ข๐ง๐๐ญ ๐๐๐๐ญ๐ข๐ง๐ ๐๐จ๐๐๐ฒ.
— Anna Matson (@AnnaRMatson) April 10, 2025
One by one, Cabinet members reported directly to the people.
Here is a recap by department and Iโm not joking when I say the best are towards the end ๐งต pic.twitter.com/xyf3IF2ByF
Good morning, and God bless, #Team42!
— Darius Dale (@DariusDale42) April 10, 2025
Todayโs Key Macro Question(s): Did the bond market break @realDonaldTrump?
Yesterday, the S&P 500 and NASDAQ 100 melted up +9.5% and +12%, respectivelyโtheir best days since Oct-08โafter @POTUS postponed the greater than 10% portion ofโฆ pic.twitter.com/A0KUvcNTPk
The 2025 Macro Playbook w/ @AndreasStenoโEnjoy!
— Raoul Pal (@RaoulGMI) April 10, 2025
00:00 – Macro chaos everywhere
05:00 – Andreasโ trading origins
10:00 – Breaking free from the bank
15:00 – The debt trap is real
20:00 – Left-tail risk is gone
25:00 – Currency debasement ahead
30:00 – AI and the productivityโฆ pic.twitter.com/Y62BZ2XZTA
Google published a 69-page whitepaper on Prompt Engineering and its best practices, a must-read if you are using LLMs in production:
— โฮตsam (@Hesamation) April 9, 2025
> zero-shot, one-shot, few-shot
> system prompting
> chain-of-thought (CoT)
> ReAct
> code prompting
> best practices pic.twitter.com/T69mATqewk
If you have feedback for me, if something resonates and you want to see more of it, reply in the comments below. You can also tweet at me on Twitter @the_cody_hall.
I look forward to hearing from you!
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