Categories
Politics Startups

Day 1721 and Valar, Inference dot Net and Policy for The Future

There has been such a bleak mood on the timelines as Americans are once again locked into a cycle of agitation and propaganda driven by hyper persuasion A/B testing of rage bate as tragedy turns on the opportunism machines. So I’d like to share bits and bobs of good news in my corner of the world today.

Valar Atomics is one of my proudest true first check investments. I knew Isaiah was special from the moment I met him. But I didn’t like the company he was pursuing with someone. I said I’d back him in something else so long as he was the CEO. I’m so glad I told the straight truth as Isaiah let me in on his true dream of an energy abundant nuclear future and I was able to be there from day before zero.

Valar is audacious, ingenious and the kind of hard technical work I’d never seen anyone raise from his position as self taught young man. But what a challenge right? I was in. I believe in him. And boy do I look smart now.

The Valar Atomics and Kiewit announced a groundbreaking at the San Rafael Energy Research Center for Ward250, their very first reactor! It is a major step on their mission to answer the President’s call for three advanced reactors on American soil by July 4, 2026.

If you want to watch an inspiring video with a Blackhawk click through. Kiewit is America’s 2nd largest power plant builder, with more active nuclear construction projects than any other company in North America. Utah deserved a win like this today.

Valar is incredibly grateful to the State of Utah, especially Governor Spencer Cox, DNR Executive Director Joel Ferry, EOD Director Emy Lesofski, USREL Director Jaron Wallace, and all our local partners in beautiful Emery County.

Chaotic portfolio founder, and once and future Montana guy, Sam Hogan has a good synopsis of CogSec 101 in times of tension that I thought I’d share as a teaser for introducing his fantastic compute company Inference.Net

He gives good being online advice and his company Inference.net (yes disclosure investor) just started sponsoring a new podcast about the culture of San Francisco.

It’s called Member of the Technical Staff. It’s a fun hang with perennial grist for the social mills topics like where are the girlies in San Francisco. It’s a hang for a subcultural issues relevant to understanding living in a boomtown while building.

In local Montana news, we have had national influence with our work supporting the Frontier Institute and its indefatigable leader Kendall Cotton. Must be something about this Rocky Mountain boys that we love. He’s proving you can just do things.


I’m thrilled to report that two model bills that we’ve pioneered in Montana were officially adopted as ALEC model policy. This means that state legislators from across the country who look to ALEC for ideas will be prompted to introduce their state’s own Right to Compute Act (recognized as the gold standard for state tech regulation) or Private Property Protection Act (a cutting edge approach to zoning reform focused on housing affordability). 

We’ve officially become a national policy leader – a big deal! We’re a small state, and a small team here at Frontier Institute, but we’re making a huge impact thanks to supporters like you.

And that supporter like you? Heck yeah those supporters are me and Alex. .

You two can just do things as our boys Isaiah, Sam and Kendall have shown. You can build nuclear reactors, run decentralized inference compute markets and create new models, and even change your state’s policy with better laws that become models for the entire nation.

Categories
Aesthetics Reading

Day 1718 and The Abyss Stares Back

The glory of the first few weeks of fall in Montana, indeed most of the mountain west, is under appreciated.

We advertise the powdery snow & bright sunshine of our winters and the long temperate days of our summer for tourism, but I love the precious few middle days of transition as we approach Michaelmas season.

The harvest wraps, the fall begins in earnest with frost ever ready, and we prepare ourselves for darker days ahead.

I personally try to be outside as much as possible in this transitional period. Throwing on sneakers and a vest is much easier than snow boots and a parka.

Rambling across county pastures, over makeshift bridges across streams and across neighboring fields in the morning sets the tone for a positive day.

Someone acquired a new piebald

Once I’d returned home, the abyss of the open internet was there to stare back at me as I looked too hard upon it.

The prayers I had uttered in thanks for the glory of our mountains, the brightness of the sun, and the mercy granted to the living was pushed back by the darkness of greyzone algorithmic memetic warfare.

I am still recovering from travel so weak enough that I have little desire to self censor. The ebbs and flows of conflicting constructed realities are fighting for purchase on the American mind and it’s not pretty. God given inalienable rights are not on anyone’s mind when there are others to blame.

I hardly knew if I should pick up Heidegger, Nietzsche or (shuddering at the thought) Schmitt to make sense of apoplectic displays of poorly harnessed power being thrown about by competing and angry egregores.

What could I possibly do or say or read to make sense of anything? I suppose that’s how the abyss gets you. The Nothing only needs you to stand idly by as you are absorbed into the abyss. Michael Ende and Madeleine L’Engle may be better places to go to understand the abyss than Nietzsche. Lest we lose our sense of wonder in the horror.

Die unendliche Geschichte – 1979 Michael Ende

Categories
Biohacking Chronic Disease Medical

Day 1717 and The Beginning of My 40 Treatments of Hyperbaric Chamber Oxygen Therapy

An auspicious pair of numbers for today’s date and I started something new which has been in the works since January began today. Our long awaited hyperbaric chamber has arrived and been fully set up in our yellow barn.

A lazy boy lounger and oxygen under two atmospheres of pressure.

It feels good to begin a positive focused wellness activity after what was otherwise a chaotic week of travel, geopolitics and violence.

As expected, it is not fun living through my own investment thesis. So you better believe I test my theories on myself. I want to survive the Jackpot.

Before Trump’s inauguration, we decided to purchase a hyperbaric chamber after one of our mutuals told us about his HBOT trial at a conference in the fall. It went very well for him and the research is promising for inflammatory conditions.

Over the winter break I happened to be in a city where I could test HBOT cheaply and was very impressed with the results in only ten sessions during a flare in my autoimmune condition. Crimping from Bryan Johnson

Hyperbaric Oxygen Therapy (HBOT) involves breathing pure or nearly pure oxygen (95-100%) in a pressurized chamber at anything above atmospheric pressure (2 ATA is equivalent to being 33 feet under seawater).

The increased pressure enhances the lungs’ ability to absorb oxygen, boosting oxygen levels throughout the body. The therapy aims to promote rejuvenation by increasing oxygen concentration in tissues, supporting healing, cellular repair, and vascularization.

This sent me down a rabbit hole as I did a bunch of deep dives, got some text books and came to a simple conclusion after a lot of medical papers that it’s pretty simple.

It’s almost philosophically the way of life in the mountain west. Oxygen and pressure work on the biomechanics of a functional body. Alas getting my basic market model to Montana ended up being a cluster fork of issues. We placed the order in January.

For months we waited for what we’d been told would be a 6-8 week process. Alas all hell broke loose. We had tariffs uncertainty with the importer and the OEM.

Then Liberation Day looked dire which led our machine in a Chinese port hold which launched a trip to Istanbul to source the finest HBOT machines money can buy. I still intend to acquire on.

I have now, in September, after a long journey but a simple set up process, begun my first intensive protocol for autoimmune diseases on our own hyperbaric chamber.

Love your body enough to put it under pressure and take a deep breath.

I will complete a minimum of 40 sessions (5 sessions weekly) at 2 atmospheric pressures, in a hard chamber from OxyRevo with each session 90 minutes while breathing 100% oxygen for 20 minutes separated by a 5 minute break.

If you are interested and see strip mall options note that these are not consumer grade machines. The protocol requires a hard chamber to achieve that pressures. It’s quite a bit higher than soft chambers on the market.

There are risks associated with HBOT from correct pressurization issues to impacts like tinnitus. The more prepared you are to adapt to changing pressure with breathing techniques and equalization (looking to divers for these protocols) the happier your central nervous system will be.

Take control
Categories
Medical

Day 1674 and Venturing Out

I had a very indoor July which I was not expecting. One of the joys of Montana in the summer is relatively temperate conditions until you hit the end of July and into August.

Obviously freak heat waves come when they come (a lot more than I expected these days) but generally you enjoy low humidity comfortable sixties and seventies temperatures with full sun and the occasional afternoon thunderstorm.

We enjoyed some cabin camping in June but because of my absolutely out of left field emergency surgery for a deep tissue infection I’ve been an indoor cat for the remainder of the summer.

No sweating, no swimming, no excessive movement and lots of rest. Some classes of antibiotics come with very specific warnings for sun exposure as well.

I was meant to be in bed resting and frankly work was almost impossible during some of the worst of the antibiotic transitions as the pain from systemic stress was hard. Which is atypical as I’m almost always able to work through pain.

But as I am almost finished with the last round of antibiotics and I’m seeing good progress on the wound I went outside today and even broke a little bit of a sweat.

I didn’t do anything crazy just some groceries and errands but I walked two miles in the process and I’m doing pretty well. I was feeling so optimistic I bought a sun hat. We’ve got some much needed vacation activities planned and I’d like nothing more than being outside in the shade with my family.

Categories
Chronic Disease Medical Travel

Day 1654 and Post-Operative Exhaustion

As I slowly walked myself out of surgery yesterday, I thought to myself “I actually feel much better!” And I genuinely did.

If you have a gentle stomach, maybe stop reading here. I’m fine. I’m on my way to well. And this will be graphic.

I do feel dramatically better having had the “slouching towards septic” abscess drained of infection as well as removal of the initial pearl style irritant (a 3mm deep entirely horizontal hair growing not up but sideways like an underground fracking tube).

I appreciated having the walls of the abscess pulled out bit by bit in a delicate curettage by my silk sundress clad physician. It was all a success.

But post operative care is hard? I’m a mess. I’m exhausted, loopy, and the hotel’s guest services are concerned enough that they are doing me such kindnesses like sending up tea and maxipads. Turkish hospitality comes from a place of genuine kindness and I need that right now.

It’s been a long journey of stupid to end up in Istanbul to get a smart fix. Going from a squishy movable almond sized lump without any pain six weeks ago to a hard plum sized lump was disconcerting enough. Especially having done my damned preventive care visits with the useless Dr Oetkin in Montana.

Have had two days of prodding, poking, squeezing, moving and ultrasounding done in the Mediterranean, I was swollen, feverish, and all hurt to the touch. I was afraid.

How did I get here? How had my next generation IL-17 managed to cause me so many negative side effects even as I was doing better across all biometrics and across quality of life metrics?

No wonder the doctor in Istanbul was so concerned. All the previous doctors had done was make my situation worse though inaction and delay m, and then the action they took made it worse.

Now I have recovery ahead of me. Last night as I went to pee, I realized why they had padded the upper areas of my underwear with maxi pads. I’ve got no discharge downstairs but on the upper bikini area there was no such luck.

I only needed one stitch to close up thanks to the careful work of the doctor, but a lot of goo came out during the surgery drainage and I was warned there was still more to come, though it would taper off.

I gently washed the area with a cloth and antiseptic soap before application of antibiotic cream (my third type of antibiotic). I gasped as I saw the first lightly red sticky watery fluid gush out rapidly around the stitch. It was so fast and there was so damn much. Bodies are disgusting what else can be said?

I mopped up with a clean moist towel and applied a thick layer of antibiotic cream, but I had learned the deflation of the abscess wasn’t quite done. The swelling, I was told, would take a week or more to full abate.

I’ll be sleeping this off for the day but if you are in Montana with an autoimmune disease and need a dermatologist I’d recommend you stay away from Dr. Tara Oetken at SkincareMT. Without her hasty heuristics and lack of conviction I wouldn’t be in this mess.

Categories
Biohacking Media Travel

Day 1652 and Back in Istanbul

I’m a mess and somewhat scared. This abcess saga has grown from dismissive preventative care visit (which I did did out of an abundance precaution) and ended with me meeting a general surgeon at a Turkish medical tourism hospital tomorrow to discuss labs and my ultrasound. It’s my second time this year so that’s quite an endorsement as a revealed preference.

But I am serious with this sidebar. Don’t go to SkincareMT’s dermatology practice if you have a layered case that needs more involvement. I found Dr Oetken pleasant but entirely unaccountable when a patient needed advice and weightings on a complex case. I should have known better.

I was afraid she would be a box checking paper pusher afraid to give an opinion. But maybe younger doctors are afraid to treat that way given our system. I needed to know is it worth getting a clearer diagnosis before it is a crisis? Is imaging necessary? I have a set of drugs I take with these specific side effects. Given that risk profile and nuance at hand needed the interpersonal relationship that would guide me.

I do endorse SkincareMT’s cosmetic practice, and Addison in particular is fantastic, but their healthcare wing is clearly designed to extract maximum Medicare dollars from Montana seniors. 

My failure to get an ounce of prevention means I’m flown to Istanbul to attempt to get a pound of cure. Don’t worry I was already in the Mediterranean. Not in the way way some think though.

Yesterday we found out by pulling teeth that I had a problem. It’s clear I need this excised and quickly. The ultrasound is gnarly. Drainage, removal of the foreign object, and potential curratage to make sure the walls of the cyst are removed forever are what is needed. 

The sprawling medical tourism complex in Istanbul is amazing and I trust them more than any other system or talent pool on the planet right now.  What they have built is an incredible achievement and in challenging conditions.

Doctors who listen, who educate you on your options, and most importantly are up to date on current research and global innovations so don’t give you glassy eyed stares when you mention a new medication like a next generation IL-17 inhibitor it’s exotic side effects.  American doctors like that are rare and their hands are often tied by our horrific mess of state failure and lack of market innovation. 

I’m relieved to have choices like “general surgeon or gynecological surgeon” and texting discussions with my case lead (a full time liaison for you and your family on the entire case) on how we will handle excision and culture pathology. 

It does feel like I’ll have good choices. But it also seems like I booked less time than is necessary and I don’t know how I feel about that. A week of waiting on labs in a hotel while in pain is scary. Sure I can work and be productive and maybe even do some tourism but I just want this shit sliced out, an IV of the right antibiotic that will work and some sleep. 

I’ve been doing some crazy bi-phasic sleeping as the Mediterranean is hot as hell from noon to 10pm. So I’ve been doing a bit of staying up late and sleeping in to avoid the heat. It’s not clear how much it’s messing with me yet because I’ve got all these odd infection fever doctor nonsense. A quick surgery and some answers can’t come fast. Thankfully I’m at the crossroads of empires.

Categories
Emotional Work

Day 1642 and Really In It

I really spent some time in my feelings today which isn’t exactly how I wanted to spend my day. Though I couldn’t exactly tell you why I don’t expect to feel my way through the day. All real works requires you to balance the intuition of working from one’s gut.

The world is tense and our place in it doesn’t feel assured. Every time we experience a norm change or unsettles the balance of our social order.

It sounds so dramatic but we balance trust with the boundaries necessary to make choices that work for each of our own consciences. Some things are more the basic math of a situation. We need are feeling precarious.

As I do this writing exercise tonight there is a raging Rocky Mountain thunderstorm. They come on with such fury it can take your breath away. These storms are intense and rapid and blow in and out with inn half an hour. The atmosphere after has an uneasy calm. Rage is nature’s game not man’s.

They do drive you inside which is good as I have packing to do. I am venturing off and I’ll be feeling my way through that too. I’ll blow out myself soon and let the world show me where to go.

Categories
Travel

Day 1637 and Day Tripping

It’s positively verdant in the Rocky Mountain west. This far into June it doesn’t seem as if it should be Irish countryside green heading into Wyoming.

Both because I was driving, and an iPhone picture can’t ever do a landscape of such texture and vastness any amount of justice, I have few pictures.

Some portion of I-90 in Montana

We’ve got a little camp out with some of our oddest friends. As befits the oddity of the open road we made a pit stop on our day trip at one of the centers of interstate commerce Loves.

The various locations of Loves in America

If you’ve not encountered a Loves, I don’t quite know what America you live in but it’s quite the experience. It ain’t no Bucc-ees but it’s a vibe. The smooth loyalty driven core business of truckers bumps up against the families headed to parts elsewhere. And its merchandise reflects this intersection of oddities.

Keep on rolling with two or we upcharge a whole buck for these meat sticks
Cover those meats with a push of a button.

All I acquired was a half tank of gas, a king size Starbursts for Alex, and a Pina Colda Bai. I made it about a third of the way through the drink before calling uncle.

There was other similarly faux foods we encountered on the road. An equally loyalty driven chain whose signature simulacrum only exists because of a Ray Dalio arbitrage. I wonder what Baudrillard would make of American food in 2025.

Categories
Chronic Disease Community

Day 1626 and Sleep It Off

I am coming off multiple days of in-person interactions. It has been nice to go from Costco to committees to backyard bbq.

I am tired. I intend to rest and alas because I am doing things in the moment I have had too few moments for even a brief rest. It has been a good time.

My HRV and my RHR are way down and way up respectively. I need that to reverse so I’ll sleep it off.

Categories
Finance Internet Culture Politics

Day 1624 and Stay Out of the Red

It’s been a busy week for the MilFred family as it has been busy for many families across the word. We are praying for you.

This morning Alex and I were excited to attend the “Digital Assets Public Hearing” in Bozeman put on by The Commissioner of Securities and Insurance Office of the Montana State Auditor.

That is big job and a large office and an important one even if it may sound a bit dry to the average person. They oversee everything from securities fraud and data breach reporting to Medicare and health insurance markets.

I overstrained myself the last couple of days (Alex’s birthday was worth it) so my Whoop was blinking red but but I wasn’t going to miss an important public meeting on a topic crucial to Montana’s future.

For me, the future hinges on to compute and energy. Montana is well positioned. We secured our right to compute this year thanks to State Senator Zolnikov’s bill. And the work continues to as our civil servants.

On June 13, 2025, at 10:00 A.M., CSI will hold a second public hearing in the Cottonwood Room of the Bozeman Public Library at 626 E. Main St., Bozeman, Montana 59715, to further consider the public’s comments regarding digital assets and possible regulation of such digital assets. 

It drew quite a crowd both in person and over the internet as Montana has quickly gained a reputation of being future and freedom focused. And quite reasonably so.

The Commissioner is the statewide elected official responsible for administering the Securities Act of Montana. As part of his duties, the Commissioner is responsible for the regulation of securities in Montana, including encouraging capital formation while also safeguarding Montana investors through mechanisms such as registration and disclosure, as well as antifraud enforcement powers…

The market for digital assets has rapidly expanded in recent years, and the unsettled regulatory landscape at the Federal level has left several questions open. Some bad actors have also exploited the market expansion and the public’s interest in digital assets in fraudulent ways.  The public’s perceptions, experiences, and knowledge of digital assets may aid the Commissioner in determining whether rules or definitions regarding digital assets may be helpful for the people of Montana.

The goal is to help the commissioner and his team understand this emerging market and make sure it works to the benefit of Montanas especially as the lack of federal regulatory clarity has been a challenge we are personally familiar with.

We hope we can help Montana can help her citizens flourish with the right tools. In the past we mined “pro y plata” with picks and shovels but in the future we may use Montana energy to mine Bitcoin and other cryptocurrencies and tokens. So make your voice heard!