Directive 8020 Reviews are up Highs • ButWhyTho: 9.5/10 • LootLevelChill: 9.5/10 • GameSpew: 9/10 • TheSixthAxis: 9/10 • GAMINGbible: 9/10 • CGMagazine (CGM): 8.5/10 • PC Gamer: 8.5/10 • IGN: 8/10 (calls it “a step forward in spectacle and storytelling”) • GameRant: 8/10 • PSLS / GameReactor: 8/10 • Shacknews: ~8/10 Mid / Mixed: • GameWatcher: 7/10 • GamingTrend: 7.5/10 • DualShockers: 7/10 • TheGamer: 7/10 (or ~3.5/5) • PSU / Day One: 7/10 • Hobby Consolas: 76/100 Lows: • Eurogamer: 6/10 • Creative Bloq: 6/10 • GameSpot: 5/10 (“The Dark Pictures Anthology Has Never Been More Adrift”) • Game Informer: 5/10 Metacritic: ~71-72 OpenCritic: 76

Preorders for the ‘Commodore Callback 8020,’ the flip phone that blocks all social media and web browsers, surpasses 10,000 units The Commodore Callback 8020 is available for pre-order now starting at $399

Supermassive Games CEO Robert Henrysson has stepped down following the terrible launch of Directive 8020, after leading the studio for the past two years. Henrysson said the decision was the right time for new leadership and is also leaving his role at Nordisk Games. His departure comes just weeks after the release of Directive 8020, which was delayed into 2026 after Supermassive announced layoffs affecting up to 36 employees last year.

Remember mashing the same key three times just to type one letter on a T9 keypad? Commodore just brought it back in 2026, except this one somehow still runs 99% of Android apps. Runs Sailfish OS, has a 3.25-inch touchscreen that's disabled by default 😵‍💫, and there's an external display as well. There's a 3.5mm headphone jack as well. The Commodore Callback 8020...

One of the best and worst lessons that trading teaches you is the 80/20 rule. Understanding that low hanging fruit can yield outsized impact helps you prioritize effectively. But almost all hard things require the remaining 20%. Draw the rest of the fucking owl.

The latest off-balance sheet datacentre financing wheeze - this time it's $META. 80/20 Blackrock/Meta JV - Meta brings $2.3B in assets, BlackRock adds $4.9B cash (backed by a $12.5B debt facility), and Meta takes a $1B distribution to true-up the equity. Meta is only committing to a 4yr lease. A Residual Value Guarantee (RVG) means Meta guarantees a RV of $13bn Why? Classic off-balance-sheet financing. The 20% equity cap and 4-year initial term allow Meta to avoid consolidating the JV's $12.5B debt load on its own BS. Meta keeps LT control - but the debt and the asset sit off B/S.

In this episode of Trillions, we dig into some of the more surprising signals hiding in the ETF data, from bipartisan investment commonalities to the rise of the 80/20 portfolio

My intuition is if you want an easy Q4 barbell trade which is essentially composed of: 1) a low risk high reward trade; and 2) a higher risk higher reward trade You are best sizing into solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv & $WALLET and having a very relaxed Q4. Let's say you do this 80:20 even if the more asymmetrical $WALLET trade doesn't come off your lower risk solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv gains (estimated x5+) comfortably cover you and allow you to walk away happy. Invalidation: #Bitcoin# closing below the Weekly MA50.

The difficult lesson from growing up in Australia is that you either figure out jetlag or you spend a week of every trip half-asleep. I figured it out and now get zero jetlag. There are thousands of things I learnt, but here's the 80/20 when I land: 1.⁠ ⁠Get lots of sun in the morning 2.⁠ ⁠⁠Turn off lights and wear blue blockers at night 3.⁠ ⁠⁠2mg pinealon 4.⁠ ⁠⁠6mg epitalon 5.⁠ ⁠⁠Make sure you are very tired the first night