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1/ Thoughts on Disney's Analyst Day.

Obviously a longtime Disney D2C bull; I was astounded, shocked by slate's quality, range, volume.

This is Disney going beyond a digital "Vault" plus originals. It is saying all of your favorite stories, more,


2/ Not just a stronger Disney+, but one that hugely raises the tablestakes of competition, growth, press coverage, notability.

Paramount+ plans new Star Trek year round. Feels quaint now. Peacock will have a Jurassic Park + Fast series eventually.


3/ In "Content, Cars, and Comparisons in the 'Streaming Wars'", I wrote about how Disney $1B in content spend gets several billion of equivalent spend through its resonance

Mando was a top 5 show per @ParrotAnalytics in 2019. Disney thinks it can have 10 "Top 5s" a year.


4/ Trade talk can be misleading, but it takes only a cursory look at Twitter, the most popular shows of the past decade (Walking Dead, Thrones, Mando, Stranger Things), Disney's dominance at the box office (8 of top 10 in 2019) and wonder how to beat


5/ Roadmap doesn't just suck oxygen out of streaming wars (as Netflix did from 2014-18), it will enable Disney+ to rapidly grow its price

If I pay $54 a year to use Disney+ for 2 months, what happens when it's year-round?

Worth $15 month in
1/ Well looks like folks wanted a 121 tweet tl;dr thread of my annual crypto theses. I was rooting for "delete account" to win the poll below instead, but here goes...

121 crypto theses for 2021.

(not investment advice)


2/ Get the full report here!

It's on the industry's banned books list, so you know it's good and deliciously irreverent.

3/ 1.1 Buy BTC. Buy ETH. Buy DeFi.

(political speech, not investment advice)

There's real fundamental drivers behind these assets today vs. 2017. I think we'll hit $100k / BTC next year, and $3 trillion of crypto market cap next cycle.

4/ 1.2 Buy BTC.

Not my advice, but it is from Paul Tudor Jones, Stanley Druckenmiller, Cathie Wood, Bill Miller, Raoul Pal, Chamath, and dozens of other institutional investors.

The digital gold narrative has stuck because of this:


5/ 1.3 Buy ETH.

Ethereum is the everything marketplace + settlement layer for a new decentralized financial system.

It will clear $1 trillion of on-chain transactions this year; the beacon chain upgrade has gone smoothly so far; ETHE will pull in big $$$ (more on that later).
There are a number of reasons bills like these are wrongheaded. One is that it tries to implement the same kind of one-size-fits-all solution that opponents of trans inclusion claim to oppose.

But let’s get nuanced for a minute...


Do trans women and girls have an advantage in sports over other women and girls?

I’m here to provide a very unsatisfying answer: It depends.

What sport are we talking about?

How old are people competing in it?

What sort of hormone treatment has the person in question had and for how long?

Those are all factors that play into the fairness question.

Trying to implement broad policies in the name of ensuring fairness can actually have the opposite of the intended effect.

Take the case of Mack Beggs.

A few years back, Beggs was a high school student in Texas. He was a wrestler, and wanted to do it at the college level.

Beggs is a trans man, meaning his birth certificate said female on it. Like many trans guys, he takes testosterone as part of his medical transition.

He wanted to wrestle. Specifically, he wanted a spot on his school’s boys team.

He wasn’t allowed.
Christians have known this was coming. But we must ask ourselves:
1. What is Satan's ultimate goal? His goal besides enslaving mankind, is to sit in God's temple on earth
Where is God's Temple on earth? Hint: It's not in Jerusalem.
2. How will he accomplish this goal?


We know that God has a temple in heaven by reading Revelation 11:19
And the temple of God was opened in heaven, and there was seen in his temple the ark of his testament: and there were lightnings, and voices, and thunderings, and an earthquake, and great hail.

And we know there is no temple in the New Heaven & earth Rev 21:22-23
I did not see a temple in the city, because the Lord God Almighty & the Lamb are its temple. The city does not need the sun or moon to shine on it, for the glory of God gives it light, and the Lamb is its lamp

So where is the Temple Satan wants to sit in?
1 Corinthians 3:16 tells us
“Know ye not that ye are the temple of God, and that the Spirit of God dwelleth in you?”

So how does Satan sit in YOU? How does he control you? How does he accomplish controlling the whole world; every living human on this planet?
Today, 10 years ago, I launched BetaList 🤯

Since then we've…

🚀 Featured 15,000+ startups
💖 Reviewed 70,000+ submissions
😘 Welcomed 100,000+ registered users
💰 Generated almost $1M in revenue

⬇️ THREAD

📅 It all started as a way to get publicity for an iPad app me and my friends were working on.

In 2010 it was hard to get press coverage as a bootstrapped startup.

This lead me to create "
https://t.co/jL3uUNmhzx" (the .com was taken)


📢 TechCrunch (@alexia) wrote an article on it.

Back then, getting featured on TechCrunch was the equivalent of hitting #1 on Product

✍️ Couple years after, I wrote the origin story with the clickbait-title:

How I Tricked TechCrunch Into Writing About My Startup

Ironically it gained 60K views and drove even more visits than the TechCrunch article. Check it out for the full

💰 I didn't intend to monetize BetaList when I started.

But when established companies started asking how to get featured, I offered them paid advertising slots instead. Starting at $50/week and continuously doubling the price until they said no.

Today it's $1,500/week.
I got overnight via email a query from @briansflood at Fox News, the principal part of which I reproduce below. I answered by email too. I'll append that reply in the next threaded tweet:


My reply:


Hunter Biden's dubious business activities have been reported for years. Here for example is @TheAtlantic in September 2019, year *before* @nypost
https://t.co/qZBTpyuysM


That emails attributed to Hunter Biden were circulating was also known well before the NYPost story in October. Here's TIME magazine https://t.co/JvpEKdG0U4


What @NYPost added to the work earlier done by others was a new *origin* story for the materials that circulated in Ukraine in 2019. When other media organizations attempted to corroborate that story, hijinx ensued. https://t.co/ZJGZWq7etU @thedailybeast account