Tropical Storm Elsa

Well, I hate to tell myself I told me so, but…

One of these days I’ll learn. I pulled a grand out of my margin and put it into a 1x long. It only moved my liquidation price by thirty dollars, but still. No further moves at this time.

Today was a pretty good day. Elder and I have been having a pretty good run the last couple days. She did her chores and helped out around the house without too much fuss, or yelling. She did her check in with Galileo and did an art class today, we played Roblox and Neverwinter, and she even finished a piano lesson that I’ve been working with her on for a week or two. And we just finished doing a couple Spanish lessons on Duolingo.

There was a saying that I once heard that stuck with me: happiness is not something you experience, it’s something you remember. I hope I can look back on these past few days as some of the happiest I’ve had.

I spent most of my deep work time banging my head trying to get a GraphQL query working in React. I’m not sure if I’m going to plow ahead with it tomorrow or switch back over to Rust. I’m running into some obstacles in both of them and really need to plow through. This is where the rubber hits the road.

Trading notes

Today has actually been a welcome contrast to yesterday. Elder woke up this morning and told me that she was going to do everything I say so that she could “reap the rewards”. So far she’s been living up to it. She’s played the piano several times — she’s working on the hook for I’ll Be There as part of her Playground Sessions bootcamp, she washed some dishes that I left out this morning, and she’s been fairly enthusiastic about her Galileo clubs. Parenting on days like this is pretty easy.

Meanwhile, my Perp.Fi positions are holding up, and I’m getting really tempted to pull some margin and add to my longs here. Probably just a weeks worth of funding at 1x, that should allow me to build my nominal position without raising my liquidation price too much. ETH is going to be the cake here. My ETH long has one third the capital at one half the nominal position; the funding is higher, APY-wise, but I’m still making better gains off of the BTC position because of the nominal size. I’m just watching this potential rising wedge for a potential pullback before I act.

I’m trying to be careful to not do too much with this, I’m still wary of a bit pullback that might put me at liquidation risk. I’m at 2.6x for ETH and only 1.6x for BTC, which isn’t too bad right now, but it was only two weeks ago that I was losing sleep because I feared I was about to get wiped out. I suppose I should sit back and wait for a clear trend confirmation before I go crazy. A close above $2600 should do it, but I don’t think I’m going to wait. I added to my margin three times to avoid liquidation, I think I’m going to pull one of those and add it back at 1x to see how that affects my position. The reward should be about an extra $5/day, while the change to my overall leverage and liquidation price shouldn’t move much at all.

Evening pages

Bit of a long day today, made longer by the fact that Elder has been arguing with me all day. It’s my fault for letting her stay up last night, and she’s been really emotional and defiant. I also didn’t get much done because I am still watching Younger’s best friend while her dad and older brother are off at camp for the week. And I just volunteered to watch her the three year old younger brother to give the mom some help. I think I’m going to lose my mind.

I did have a bit of fun with them today though. We played Go Fish and finally busted up the pinata that we had never gotten around to for Younger’s party.

And the main good news is that the funding rate on Perp.Fi has been very good to me today. The markets can go sideways for a couple more days as far as I’m concerned. Still, I think a break out is imminent. The price has been very compressed lately and the pressure is building up. It’s just a matter of time.

I don’t feel like I got enough deep work done today. I did some work on an Exercism, but didn’t get very far. Same thing with the SAIADao multisig; there was an update to the spl-token program that broke my script, so I have to deal with that later. Also, I lost some time today dealing with what appears to be a bit of an implosion with Lift.Kitchen. If it had been fully DeFi I think it might have failed already, but because the pegs are manually maintained it’s just been a slow bleed. The community is trying to decide what to do about it, but there’s no consensus yet. It’s mainly bleeding off because of the APY, so they’re trying to figure out how to save the protocol. Tokenomics are hard.

I’m trying to figure out whether I can go for a run tomorrow morning. My knee is better, I must have hit it, as the pain is on the kneecap, not under it. Still, I’ve got some pain in my feet that may cause me some problems. My upper body workout this morning was less than ideal — again, the kids — but at least I’m keeping the habit up.

I’ve just been watching too much TV lately. Hopefully I can squeeze an hour in here before lights out tonight.

Evening pages

I feel like I’m overdue for something profound or significant, but today was just more hanging out with the family. Younger’s BFF came over early this morning and we took her to the pool with the rest of the girls. Came home, napped a bit, played video games, watched TV. Not a lot going on today, just watching the crypto prices go up and down and keeping an eye on the Perp.Fi funding rates to make sure I’m still making bank.

Now that the holiday weekend is over it’s time to get back to work. Elder has Galileo, but it’s she actually hasn’t done anything yet, so I hope she can actually get into some of these courses or clubs. Missus is reiterating that she wants her to go to back to school — and college — but I’m not going to be the one to argue with her on it. I’ll let Elder do it if that’s what she wants.

I did have a pretty good day. It was productive, but not quite in the way that I wanted. I was actually a bit bored today. I got Gloomhaven for PC yesterday. It’s a good game, but not really my thing, so it feels like twenty bucks wasted. I bought Sims 4 for Elder, but she got frustrated after a few minutes and went back to Roblox. Considering the amount of BS I had to go through to set the account up — thanks, EA — I was kind of disappointed, but it’s probably for the best. Missus was actually hooked on one of the other Sims games and asked me to set it up for her on her machine. I did, and she spent a few hours on it today.

Back to work tomorrow though. Coding and building, if I can get some time to myself. There’s a lot of cleaning to be done around here. I also didn’t make much progress finishing the deck, just put down that last board but didn’t screw it down because my drill battery was dead. I also need to buy a dryer, or figure out how to keep the one we have from eating our clothes. And another $800 to buy a hot tub cover. Blerg.

I managed to get a bit of a workout in today at the pool, swam laps for twenty minutes. Man, swimming is hard. Hopefully my knee will be better tomorrow. It’s mostly ok; my back if fine. What’s weird though is that the pain point is on the front of the kneecap. I probably won’t go running tomorrow though, I’ll make it an arm day.

It’s been a month since I quit my job.

Home again

Well I paid the price for the fun last night. Today was a bit of a mess, I think I was dehydrated this morning and drank way too much coffee, which caused me to feel like ass for most of the day. We watched The Tomorrow War — verdict, not great — while Missus slept in past 11AM. We went out of for ice cream before we hit the road and managed to make it home without stopping. I can’t remember the last time I did that.

I managed to do some cooking and the fam spent the rest of the afternoon and evening on screens. It’s 10PM and Younger is just going down for bed, and me along with her as I’m pretty well exhausted. My back is better but my knees are a wreck. I think it’s from wearing my Vibrams while trekking up and down the mountain from the beer tent to the kids area. I’ll need to give them a few days before I do any running.

Tomorrow we’re supposed to head back over to the SIL’s house for a Fifth of July pool party and cookout, but Missus and I are so tired right now that we’re not even looking forward to it.

Not sure how I’m going to sleep with the neighbors firing off fireworks, but I think I’ll probably fall right asleep. Paying the price, I suppose.

Late pages

I have a limited time. The fam took a road trip to my father in law’s house out at the mountain resort, and they had a Forth of July festival. We had a good time. But it’s really late and I don’t have time to write a detailed post tonight about how awesome it was. C’est la vie.

There’s really not much for me to chat about. We enjoyed ourselves. It didn’t start out that way though. This morning was really cumbersome. I did all the yard work: edged the yard, cut the grass, used the blower, then sprayed he weeds. Then I drove three and a half hours to this resort. So super fun.

Tomorrow I get to drive another four hours back to the house, so what we do between here and there is just gravy for the kids.

But now, it’s time for bed.

Morning meta

The main reason that I write here is as a journal. Back in the day I was reading a lot of Boing Boing and Metafilter, and I suppose I still had visions of turning daHIFI into something big. Now I’m content to leave it here as a record for myself. Most people would just journal in a book, but this is working for me now. It’s been over two years since I really started writing as a discipline, so now I’ve got a good two years worth of posts to go back through and look at to see what I was doing and what was important to me at the time.

Still, writing in a public blog such as this, I tend to hold many things back. This isn’t quite my private diary. People do know me and read this, so there are things that I keep from you, dear reader. Sorry. I don’t worry about it too much. Most visitors are coming here because they found some obscure article I wrote about a technical problem that I wrote once. I sure don’t have any illusions about monetizing this through advertising, that’s for sure.

It’s more important to me that I exercise this writing muscle. I do have things that I want to say from time to time, not writing cause I have to, as I am now, and keeping the writing muscle in shape is important to me. I know I have a book in me, just as soon as I figure out what the hell it’s about. Till then, I’ll just sit down and write about whatever comes to mind. Morning pages. Evening pages.

I should be running right now, but we seem to have a tropical storm sitting on top of us. It’s been coming down pretty hard this morning, making me acutely aware of the places where this house’s gutters are failing. There should be a break around 1PM today, so I’ve already pencilled in a run there. No rest for me today.

Yesterday Missus and I went to church, together probably for the first time ever, to see the kids’ presentation for the finale of vacation bible school. The performances were as one might expect for the situation, nothing spectacular, but it was the first time that we’ve seen the kids do something collective since COVID lockdown cancelled school and we pulled them out of daycare and Girl Scouts. The preaching was cringe, a special guest, an older man, did magic tricks interspersed with what I found to be awkward appeals. If you died today, would you go to Heaven? The kids ate it up though with laughter and oohs and aahs, but the whole thing reminded me of why I don’t go to church anymore. I already wrote about religion once this week, so I’m not going to get into it again. Still, Missus and I wrote a check as a tithe for the babysitting which is apparently going to go to missionary activities in Africa somewhere. It wasn’t all bad.

Elder had her first day with Galileo yesterday. We had a bit of a long meeting with her facilitator early in the morning, hashing out her schedule and clubs: arts and crafts, reading, Spanish, something called Changemakers, and something else to fill out the week. The facilitator had her setup goals, the first of which were TV and Roblox, but hopefully we’ll see if anything else comes of it. I paid for two months, and despite being wholly enthusiastic about it while school was in session, she’s been very difficult about it in the days leading up to it. We shall see.

Well, it’s after 8AM and I don’t hear Missus up, and there’s a break in the rain. So let me get the day started.

July update and goals

July is here! I’m ready to kick some ass this month and get some shit done!

Elder just had her onboarding call with Galileo. She’s going to be doing her first check in in half an hour. She’s going to be doing arts and crafts, Spanish, film making, and two other activities that she picked out. I’ll have to do some hand-holding for the next week or so, but I’m excited for her.

I wound up getting sucked in to an Ethereum auditing group through a friend of mine. I don’t know how much time I’m going to be able to devote to it, but for now I’m just going to check in twice a day until they have something for me to do. I’m not think I’m really qualified to audit solidity contracts for reentrancy and overflow errors, but I’m sure I’ll be able to add value to the group and make a little bit of cash.

I’m continuing to keep an eye on PerpFi. I’m not really automating anything yet; I want to finish the last part of the GraphQL tutorial that I’m working on, and see if I can build the dashboard that I want to monitor funding rates. This week’s payments have been rather low for BTC and ETH, and I think there’s some real opportunity for CREAM funding. It’s over 250%. I want to run some numbers and figure out what type of risk I’d be taking on and if I can engineer any hedging to take advantage of the funding spread.

I’ve missed a day of Rust Exercism work but I want to keep at that; Solana programming is taking a bit of a backseat for the moment. SAIADao is holding for the moment, testing the multisig is almost complete, but I don’t have any real thoughts as to where we go from here. We’re waiting on the GAO for the moment. My guy in Minneapolis messaged me last night and said that the SAFT fell through, so I’ll have a call with him to see if there’s any other projects for us to work on.

I think I have enough cash on hand to make it through the month without any more withdrawals from the reFIREment fund. I’m going to be using the Fold card as much as possible.

My exercise routine is doing well, I’ve been on point this week with running and lifting; I think I’m almost at the point where I might need to up my weights. I need to see if the community center has weights or if I need to join a gym.

I have a project this weekend that I really need to knock off my list — the deck. I need to do a bit of work on it and prep it for staining. The wife will be really happy about that. I’ll have to do all that while fitting in an overnight trip to the mountains and a party on Monday for the holiday. It’ll be tight.

Religion vs. Church

This week the kids have been going to vacation bible school. We’ve never gone to church as a family, so it’s a little weird having the girls come home in the evening singing church songs and trying to memorize bible verses. It’s even weirder that they’re so excited about it.

Missus and I were both raised in the church but drifted away from it after we grew up. We both had our minds blown by a world religion professor in the freshman course we took in college. I took a more Buddhist philosophy to the meaning of life, and started calling myself an atheist after reading a couple Richard Dawkins books. Eventually I corrupted Missus, much to the chagrin of her fundamentalist father.

When I was running for office, I had to tour the churches. I actually had a quite moving moment in one of them, as it was the first time I’d attended a real church service in years. I got caught up in the moment. I had been to a Unitarian church a few times in the previous year, but this was a black church, and it was unlike anything I’d seen in a long time. I remembered the singing from my childhood and the feeling of being a part of something bigger than myself, and it was so powerful that I broke down in tears for several minutes.

I’ve got a copy of Religion for Atheists sitting on my bedside table, unread. I picked it up years ago when I was struggling with this conflict between religion and church. I lost it for a while and have been meaning to pick it back up. I’ve only read the first couple chapters, but it’s remained untouched for some time. The theme of the book is how do non-believers take the things that are good from organized religion, the community, the sense of togetherness, the rituals, and remove them from the baggage of biblical literalism. I think the Unitarians were on the right path here, but the service that I went too seemed a bit hollow, like something was missing. Maybe it was the progressive, political baggage that was subtext to what was going on in the country at the time. I’m not sure.

I started a habit of listening to Dr. Roger Ray’s Progressive Faith sermons on my podcast feed. Ray was trained as a biblical scholar, and is very frank about the historical origins of the bible. He’s not one for magical thinking, and his voice was a very welcome one during the last months of the Trump era. I haven’t listened much since my interest in politics has waned.

During the COVID lockdown we fell in with a very religious family down the street. Trump voting, gun-toting, church-going, military family from Louisiana. Not exactly who we would have picked out of a lineup to be friends with. But the kids became friends, and our families became very tight. I even got D. to start buying bitcoin. A few weeks ago, Younger decided that she wanted to go to church with her best friend, and I really wasn’t going to stop her. So she’s been going for a few weeks, and when vacation bible school came around, I was surprised that Elder wanted to go as well.

So each afternoon this week, I’ve been watching D.’s kids while he brings over the church bus, and then the kids load up and head out for a few hours. The girls are super excited when they get back, talking up how they sing songs on the bus, how there are games and the food is really good. They have some sort of points contest going on, and Elder has been trying to game it, even trying to memorize bible verses.

Now I’m not the type of secular progressive to get all tittered over my kids going to church. Missus said we both went and we turned out alright. Recently I’ve been trying to come up with some family values as part of our family business meetings. All of the constitution templates that I dug up all reference “faith in God” as one of the tenets, and such language is a non-starter to me. Trying to figure out our own values outside of religious dogma is something that I’m struggling to enumerate, if you will.

I stumbled across a meme on Twitter yesterday, it’s a quote from H.L. Mencken. “Morality is doing what is right, now matter what you are told. Religion is doing what you are told, no matter what is right.” That’s mainly what’s always bothered me about “religion”. My grandfather used his religion to justify his racism, and it was the bigotry of evangelicals during the 90’s that ultimately turned me off from it forever.

And in a somewhat amusing case of synchronicity, I was reading section in The Sovereign Individual last night describing the role of the church in guiding Europe out of the dark ages. It’s a quote from A. R. Radcliffe-Brown: “the social function of a religion is as independent of its truth or falsity.” The last paragraphs of the chapter go on to interpret the Genesis story of the expulsion from the Garden of Eden as describing the change from hunter gatherer societies to agrarian ones. There’s contrast between peaceful gathering societies who enjoy an “life of ease”, and the “paradise lost” of toiling the land, and the violence that ensued as mankind shifted to stationary farms. It’s a very convincing argument.

Now my children have put me in a bit of a moral quandary. I’m more than happy to barter with D. for childcare — it does take a village — I’m a bit more at a loss to figure out what to do here. Missus seems to have no trouble letting the girls go to church with them, but I’m not sure how I feel letting them get on the bus to go off with a bunch of strangers. One time when Elder was little, she’d been going to another church with woman from her daycare, who also babysit from time to time. I remember one day I brought her there at her request, and basically dropped her off. I remember the look on their faces when I left, explaining that I wasn’t going to stay for service. I did feel a bit guilty about it, using them for free babysitting basically.

I feel a similar guilt here, but I’m not sure that it’s warranted. D. seems to genuinely relishing taking the kids, and the kids are enjoying it, and now I feel some sort of obligation. I think a donation is warranted to help cover the cost of the food and activities that the girls have been doing. And I’ll probably get dragged in to a service tomorrow night for kids’ recital or whatever they’ve got planned for their finale. Still, I don’t plan on attending any services.

I’ve been writing this most of the morning. The kids have interrupted me several times, and I’ve been short with them because today I actually had something to write about. They’ve been fighting, and I’ve actually gotten so mad at Elder for being defiant that I’ve wanted to hit her. We’ve been having problems for the last couple days. Yesterday, while enjoying our peaceful afternoon while the kids were away, Missus remarked that we really haven’t been doing a good job as parents recently. Keeping the kids at home all week, making them do chores and letting them watch TV all the time. It’s no wonder that they are super excited about VBS and want to go. I’m not really offering them much since school was out.

Tomorrow is July 1. Elder is starting her GalileoXP summer camp, and I’ll restart daddy pre-K with Younger. Missus wants to have an adventure this weekend, but I promised to stain the deck this weekend, so I’m not sure what will happen. Missus is looking at summer camps, trying to find something for the kids to do to get them out of the house and clear the air a bit. The mood in this house is bipolar, and I’m not sure what to do about it. Just breathe, I suppose, and try to find things for the kids to do.

It’s just so hard trying to balance my desire to do deep work and spend more time with my kids. Maybe I just need to accept that what my kids need is less time with their dad.

Daily page

I’ve had a pretty good Monday. I managed to force myself out for a jog this morning, and ran two and a half miles despite some warm temperatures and high humidity. I knocked out a Exercism, took care of the groceries, went to the hardware store and patched some holes the kids knocked in the wall with the doorknob, and started working on tutorials for GraphQL. Then I managed to cook a big pot of spaghetti for dinner. Not bad.

Not one but both the girls decided to hop on the church bus and go to vacation bible school with the neighbors. D. managed to recruit practically the entire neighborhood. Younger has been going with them for several weeks, but I was surprised Elder wanted to go. It’s kind of out of character for her. I suppose her sister told her how much food they get. Hopefully she doesn’t go in there and start refuting scripture and telling everyone that god is something early humans invented to help them understand the world. That’s what I get for buying her a copy of the Sapiens graphic novel, I suppose.

I finally signed Elder up for Galileo. I went ahead and did the two month summer camp. It’s still my intention to pull her out of public school if she takes to it, but I know Missus remains skeptical. Plus the seven grand tuition might be hard to come by if this market doesn’t take off in the next three months. I’ll have student loans coming due in September as well, so things might be pretty tight.

Marketwise, the price is getting near the point where I don’t feel constantly under duress. My BTC position on Perp.Fi is under 2x now, my ETH one below 4x now. I think I’ll wait for a proper breakout above 42k before I start pulling funding or compounding my margin. I did pull my USDC out of ForceDAO and sent it to my bank. That should give me another six weeks of cash. I’m paying off the credit cards and moving everything else over to the Fold card. We’ll see how that goes.