jdorman81
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Wall Street doesn't understand new concepts...until they do
$HOOD - from hated PFOF, to beloved stock
$COIN - from hated conglomerage to slightly less hated crypto proxy
$CRCL - From failed IPO, to hottest IPO ever
$GLXY - likely next. AI Data center powerhouse + Crypto InvBnk
$HOOD - from hated PFOF, to beloved stock
$COIN - from hated conglomerage to slightly less hated crypto proxy
$CRCL - From failed IPO, to hottest IPO ever
$GLXY - likely next. AI Data center powerhouse + Crypto InvBnk
A major geopolitical event unfolded Friday, & escalated thru the weekend. Oil spiked. EM currencies gapped down. Digital assets tumbled (though in a pretty muted response compared to historically).
And what do U.S. equity & debt investors get to do about it?
Nothing. 👇
And what do U.S. equity & debt investors get to do about it?
Nothing. 👇
Declarația mea finală despre IPO-ul eșuat al Circle, cu mai puțină vulgaritate și mai multe detalii despre cum Circle și $USDC au devenit antiteza a tot ceea ce reprezintă criptografia
https://www.ar.ca/blog/circle-ipo-is-the-antithesis-of-crypto-ethos
https://www.ar.ca/blog/circle-ipo-is-the-antithesis-of-crypto-ethos
Destul de curând vei realiza că 2021 a fost o anomalie, nu norma. Influențatorii / VC-urile pe care îi idolatrizezi au fost probabil o minune de o singură dată. Protocoale extrem de inflaționiste cu deblocări masive de VC și „efecte de rețea” nu vor performa mai bine decât companiile care generează venituri cu răscumpărări de token-uri.
Dacă te gândești la un airdrop de tokenuri sau la o altă strategie de recompense, cel mai probabil nu înțelegi deloc comportamentul motivațional.
Aș încuraja toți emitenții de tokenuri și investitorii să citească câteva studii de psihologie comportamentală despre motivație.
@DanielPink este unul dintre cei mai buni
Aș încuraja toți emitenții de tokenuri și investitorii să citească câteva studii de psihologie comportamentală despre motivație.
@DanielPink este unul dintre cei mai buni
Bitcoin should love a Moody’s downgrade of the USA credit rating... ATHs in sight!
Let's revisit the past USA downgrades
S&P downgraded the U.S. in August 2011, and Fitch downgraded the U.S. in August 2023.
Let's revisit the past USA downgrades
S&P downgraded the U.S. in August 2011, and Fitch downgraded the U.S. in August 2023.
Stock market in a nutshell
$COIN
+30% after being listed in S&P500 so Vanguard ETF Index monkeys can buy it
-5% only after losing ~$400mm of customer's money in a hack, & possibly getting some of them killed or kidnapped due to data breach
Don't hate the player, hate the game
$COIN
+30% after being listed in S&P500 so Vanguard ETF Index monkeys can buy it
-5% only after losing ~$400mm of customer's money in a hack, & possibly getting some of them killed or kidnapped due to data breach
Don't hate the player, hate the game
Markets in a nutshell
$COIN
+30% after being listed in S&P500 so Vanguard ETF Index monkeys can buy it
-5% only after losing ~$400mm of customer's money in a hack, & possibly getting some of them killed or kidnapped due to data breach
Don't hate the player, hate the game
$COIN
+30% after being listed in S&P500 so Vanguard ETF Index monkeys can buy it
-5% only after losing ~$400mm of customer's money in a hack, & possibly getting some of them killed or kidnapped due to data breach
Don't hate the player, hate the game
Wall Street is not stupid. They can understand VERY complex financial instruments & concepts if there is money to be made.
The lack of buyers for DeFi & other equity-like tokens is a complete failure of effort & education by crypto’s largest firms (exchanges, brokers, MMs)
The lack of buyers for DeFi & other equity-like tokens is a complete failure of effort & education by crypto’s largest firms (exchanges, brokers, MMs)
There have been two distinct selloffs in digital assets this year -- and neither has fully retraced despite equities and fixed income fully retracing:
Let's break down each of the selloffs, and what's next 👇
Let's break down each of the selloffs, and what's next 👇
Surprised $TRUMP is still above $10
The May 12 snapshot for dinner w/ POTUS has passed, & May 22 dinner still 10 days away.
The move from $9 to $14 was driven by the added utility of the dinner, but that's over now.
So TRUMP holders are betting on more features to be added?
The May 12 snapshot for dinner w/ POTUS has passed, & May 22 dinner still 10 days away.
The move from $9 to $14 was driven by the added utility of the dinner, but that's over now.
So TRUMP holders are betting on more features to be added?
Hard data has been strong (earnings, PMI, Jobs), while soft data has been weak (outlooks, surveys)
All based on trade wars.... which are over.
Net/net: NOTHING has changed but price. For crypto, tons of + regulatory change too.
Sort by "down YTD" -- those are your next winners
All based on trade wars.... which are over.
Net/net: NOTHING has changed but price. For crypto, tons of + regulatory change too.
Sort by "down YTD" -- those are your next winners
This is like a Y2K moment for Coingecko and TradingView when ETH his $10,000 by day's end... hope their systems are ready to handle 5-digit ETH
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