Book I'm Reading
This is the 10th biography I’ve begun in my journey to read one on each of the 45 U.S. Presidents. I’m thoroughly enjoying this stroll through the life of Woodrow Wilson.
A recent story told here was in the late 1890s, he and his wife Ellen wanted to build a home for their family; this had long been a dream of theirs. Woodrow was bring in a salary of $1,500 from his professorship at Princeton University, and was working on the side writing, speaking, and lecturing elsewhere. During the year of construction, he worked almost constantly, earning an additional $4,000. But, he almost worked himself into the grave. His wife Ellen wrote in a letter that he, “almost killed himself doing it!”
One notable trait displayed in each U.S. President I’ve read about so far is their inexhaustible work ethic.
Substack I'm Reading
I’m continuing to work through James’ historical Substack posts. Reading his analysis and checking charts from those periods confirms that he remains quite prescient. I’ve learned a great deal from his writing over the last three months. This Substack is worth a read if you’re curious.
On Bitcoin
Bitcoin continues its short-term strength. The 8- and 10-week EMAs are now below and are sloping up. It’s not a coincidence that it closed last week at the 21-week EMA (green line). This is a key level it must break through before it can make higher highs. If it closes above this 21-week, it’s a good signal to go long. If it rejects it, there’s a greater chance it’ll roll over.
Tweets I'm Reading
i had many discussions about quantum & bitcoin in las vegas this week, both on and off stage, with skeptics, advocates, and many overall smart bitcoiners
— Alex Thorn (@intangiblecoins) May 2, 2026
some consensus i feel is emerging:
1) satoshi’s coins (P2PK) should not be touched. violating his property rights could be…
Sleep doctor reveals how drinking coffee and taking a quick nap can reset you for up to 4 hours
— Mikli (@CryptoMikli) May 2, 2026
“You take a cup of drip black coffee, just throw in a couple of ice cubes, right, merely to cool it down, drink it as fast as you can, then immediately take a 25 minute nap. The… pic.twitter.com/O7TpeJO0OB
This is one of the best primers that exist on the data center and AI industry right now
— Boring_Business (@BoringBiz_) May 2, 2026
If you want to better understand the unit economics of each layer in the AI stack, I highly recommend you give this a listen
Chase Lochmiller, CEO and Co Founder of Crusoe, breaks down the… pic.twitter.com/fT9bydQ7wU
If you're curious about Goldman's Report:
— Serenity (@aleabitoreddit) May 3, 2026
They expect "significant EPS upside" among:
1. Optical modules and engines
2. CW lasers and EMLs
3. PCB/CCL manufacturers
Here's the massive cheat sheet:
Laser / Light Sources (SiPh): Sumitomo, Furukawa (5801), Landmark (3081), YJ… pic.twitter.com/2n8n55lyNJ
— Jason's Chips (@jasons_chips) May 3, 2026
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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