12/28/20

Getting back to running has been fantastic. When it’s chilly or late at night, I just get on the treadmill in the solarium. I am working on getting back to running half marathons. I used to run a bunch of these each year. Maybe 2021 is the year to run a full — even if it is by myself.

The room heats up decently with a gas wall mount heater that I had installed last year. This 30k BTU vent free heater works fantastic to quickly take the chill out of the air in the spacious (otherwise) non-heated room.

Bitcoin/USD crossed $28k over the weekend in one of the wildest bullruns this year. I have been fascinated with cryptofinance since around 2012 when all of this was developing. The global BTC market is now over $500B in market cap, which sets up a bunch of interesting dynamics, including the potential to be used for massively large transfers of wealth. Everyday there is nearly $50B in volume. I think we are still looking at inflows of cash into BTC as money is pulled from other areas including equities, gold, and real estate.

As far as real estate goes — I speculate that commercial real estate still has a significant bear market approaching and REITs that cover commercial/urban residential will be greatly affected by the pullback. Basically, I would stay out of high yield investments in real estate that have historically been doing great. They won’t for much longer.

I was looking into different types of materials in clothing design. There are some wild things on the market, including a Solar Charged Puffer jacket from Vollebak. Looks freaking awesome. I do wonder about the long term effectiveness of the charge and the material fading over time. I think we will see more items like this in the future. If there was a more cost effective production of light emitting clothing, I think we would see more of this in industrial applications. Construction and seaworking crews could be fully illuminated at night. Really neat stuff. I went down this rabbit hole while looking into Dyneema and Graphene.

Image of Graphene

Graphene is insanely tough. Apparently it has been around for a long time, but only recently started to have applications. There is apparently a market of about ~$150M for graphene for the application of batteries and semi-conductors. I have read some interesting discussions on how the graphene battery works. Tesla Lithium Polymer Graphene Composite battery cells manufactured by Panasonic have about 20% energy density than older models. It appears that graphene allow safer charging at lower temperatures, due to the strength of the graphene composite.

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