robustus-1
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I think what annoys me the most about short term traders, especially re Bitcoin, is that the asset is really interesting on a long term fundamentals basis, but traders choose to think about really dumb & boring stuff 98% of the time: lines on charts, short term reactions, etc.
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Very annoying how tradfi/media talking heads confidently talk about "stablecoin"
They made the word singular cuz they're totally ignorant about the sector. Can't differentiate one stablecoin from another; just one amorphous blob to them
They did this with "blockchain" 10yrs ago
They made the word singular cuz they're totally ignorant about the sector. Can't differentiate one stablecoin from another; just one amorphous blob to them
They did this with "blockchain" 10yrs ago
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JP Morgan got paid $20mm to bring $CRCL to market at $31 nine days ago.
Now this:
Now this:
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Someone forgot to tell $CRCL there's a new war on
إلقاء BTC استجابةً لأخبار الشرق الأوسط لا يزال واحدًا من أغبى الأشياء التي يقوم بها المتداولون. والمتداولون أغبياء جدًا.
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So Circle is trading at >4x the IPO price 2 trading days after list, in an otherwise flat market
So bankers still have *no idea* about the crypto world, how to price stuff, how to think about demand, etc
If Circle shareholders weren't getting so rich anyway, they'd be pissed ;)
So bankers still have *no idea* about the crypto world, how to price stuff, how to think about demand, etc
If Circle shareholders weren't getting so rich anyway, they'd be pissed ;)
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During the campaign:
- Vivek was talking about firing 50% of fed workers
- Elon was talking about $1T+ in cuts
None of that is even remotely happening. Not surprising Trump admin failed/chickened-out, but it's disappointing. Was a unique opportunity.
Time for plan B(itcoin).
- Vivek was talking about firing 50% of fed workers
- Elon was talking about $1T+ in cuts
None of that is even remotely happening. Not surprising Trump admin failed/chickened-out, but it's disappointing. Was a unique opportunity.
Time for plan B(itcoin).
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Stock sites don't show company logos next to price quotes, but crypto sites almost always show the project logos everywhere.
Does it make sense to treat them differently?
Does it make sense to treat them differently?
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Let's just reflect, for a moment, on how much all the bitcoin haters must despise days like today...
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I think at some point exchanges will just start listing an additional "SATS" instrument. Ratio of BTC to SATS 1:100,000,000.
For reference, NYSE lists both BRK.A and BRK.B. Same asset (ex some voting rights stuff); ratio of A:B is 1:1500.
Plenty of precedent.
For reference, NYSE lists both BRK.A and BRK.B. Same asset (ex some voting rights stuff); ratio of A:B is 1:1500.
Plenty of precedent.
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BTW, if you're mad at Coinbase for the data leak, fine, but you should be 10x madder at the government for requiring that businesses like Coinbase collect and store your personal information in the first place.
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"Gold has had such an incredible, historic run over the past year, it must be beating BTC by a lot right, right?"
Nope. Over every multi-year timeframe to today, Bitcoin is beating gold, by a lot.
Nope. Over every multi-year timeframe to today, Bitcoin is beating gold, by a lot.
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BTC doesn't know if it's gold or nasdaq today.
Should just pick whichever one is going up ;)
Should just pick whichever one is going up ;)
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If I were a young analyst looking to make a name for myself, I'd do a report titled "Value Investing in Crypto" & find a bunch of low "PE" projects, compare cash flows, bal sheets, durability, moats, etc. Frame it in tradfi val investing language, & pdf it like a JP Morgan report
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