Wan Wan (bitcoinwanwan)

Dinner out yesterday at Le Musée — a Hokkaido pop-up in Mita Garden, featuring an autumn mushroom-focused menu. The owner is a thoughtful uncle-type chef who even hand-crafts the tableware used in his Sapporo flagship. Also, the bar on the 4th floor of Mita Garden is great — quiet, spacious, and perfect for conversation.

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NVIDIA crushed earnings. Google crushed earnings. Even Walmart posted strong results. And yet… the market is falling. So where’s the real problem? 😭😭😭

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Some people say crypto is “intangible” — you can’t touch it or see it. But what if it produces 2% of the world’s new Bitcoin every single day? Take a look at this. Eric Trump showcased their family’s operation: American Bitcoin, located in Texas. 35,000 liquid-cooled servers, running on U.S. energy, mining Bitcoin on U.S. soil. That is physical. That is industry. What’s behind this? A race for computing power sovereignty. Not long ago, over half of global Bitcoin hashrate was concentrated in one region.A single policy wiped out the entire sector overnight — hashrate fled, leaving a massive vacuum. Who is filling it now? Owning the production of “digital gold,” instead of relying on unstable geopolitical environments, is becoming a new form of national priority in the digital age. Energy → chips → hashrate. This is no longer just financial speculation. It’s a competition over national strategy and the future digital infrastructure. When a nation can convert its energy into a globally recognized store of value, the rules of the game fundamentally change.

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At Berkshire Hathaway’s annual shareholder meeting,the 95-year-old Buffett proved that one simple investment decision can shape a lifetime of wealth. In 1986, he bought 600 shares of Berkshire at $2,000 each.Today, that stake is worth over $450 million. As Buffett says: At a few critical moments, one or two right decisions are enough to win the entire game of life. In a counter-cyclical market, investing should be about doing less, not more —focus on the core narrative and core value assets, and hold them firmly. In bad markets, this is worth rereading. Trust what you choose to hold.

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