More huge volume and into the + for the month!!
Will hopefully play a decent amount over next 9 days, got less commitments and games should be great. Have been suffering from the classic case of crypto ambivalence too recently, where everything is suddenly peanuts, but it's such a horrible mental leak to have. Did some portfolio re balancing, and now just going to try to act as if that money isn't mine until I realise it. Have been unbelievably lucky to have this opportunity and get in relatively early, probably a once in a generation thing.
In d7 group we spoke a bit about
mental game too today. I feel like whenever I come back from a long trip, I have little confidence in my game, so I focus on game-selection, reviewing spots, and this is actually where I've had my biggest months. In times like now, where I think every other reg is rot and I'm the king, I actually see my w/r dropping substantially and mental game weakening too. As someone in the group put it, 'It is easier to become the champion, than remain the champion.' Continuously moving up stakes is a great way to address this too, but was just something I made a decision not to do fairly early on in my poker career.
I also went to a talk in London lead by the head of Google Ventures Europe. I know there is a lot of anti-institutional bias in these forums, but I am a massive google fan boy. Was lucky enough to coach a google employee last year, and went to visit him in google San Fran HQ when I was in Cali, unbelievably awesome place.
Anyway, the guy doing the talk effectively has approx 6 billion capital under his control, very humble guy but obviously incredibly sharp. Really interesting to hear him field inevitable crypto questions, (thinks BTC is awesome, but problems with being a store of value without also being a useable medium of exchange, blockchain is awesome, regulation is coming for ICO's and for now it's not a sustainable way to fundraise.), but also his thoughts on investing generally, and what separates good startups from bad. More fuel for the crypto bulls too, he said
'Most generations only see one form of truly transformational technology. In AI, Genomics, and Blockchain, we have three all at once.'
Gl all over the weekend!