Dim Selk

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Dim Selk

Dim Selk

@dim_ss

Investments at Selini Capital

انضم Ocak 2018
997 يتبع5K المتابعون
تغريدة مثبتة
Dim Selk
Dim Selk@dim_ss·
2024 about to be a movie
Avi@AviFelman

.@dim_ss is a our giga chad analyst, lucky to have him

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Sisyphus
Sisyphus@0xSisyphus·
AI is also crazy, but at least one can argue that AI companies are potentially world changing and hard to value This is about companies that have direct public comps with similar earnings valued multiples higher in private markets
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Sisyphus
Sisyphus@0xSisyphus·
Kalshi in private markets is now worth double draftkings in public markets (which is a better business) Late stage growth rounds are no longer done to make money, but instead to prime the public to invest at bloated valuations when the companies IPO
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capnpope
capnpope@capnpope·
@dim_ss lol, cant wait to dump DN on your uncle
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Dim Selk
Dim Selk@dim_ss·
Unironically, private markets are deeper on the bid side than public; price discovery is happening through SPVs that are now widely accessible. Like, wdym my uncle can buy a triple wrapped SPV for OpenAI at $900bn. Exit to who exactly on IPO?
José Maria Macedo@ZeMariaMacedo

Robbinhood Ventures, which holds some of the best private companies (Databricks, Stripe, Revolut, etc), went public on NYSE and is trading at a ~10% discount to NAV Not a good sign for private market valuations when liquid wrappers trade *below* the illiquid underlying

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Avi
Avi@AviFelman·
I was trying to explain to my dad that the top 10% of consumers drive 50% of spending and he hits me with "yes I know I wrote the OG paper on it" never been mogged so hard in my life
Avi tweet media
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Dim Selk
Dim Selk@dim_ss·
@sonicthehedgor It’s real, you can’t see it there but I was CC’d on that one
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Sonic
Sonic@sonicthehedgor·
Holy fuck
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Dim Selk أُعيد تغريده
Steady Lads
Steady Lads@0xSteadyLads·
The Lads are ending 2025 with a bang!💥 It's our 100th Episode and it's packed full of amazing guests with @Citrini7, @vnovakovski & @thiccyth0t all joining to ring in the new year 🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #100 we cover: 💯 Looking Back On 100 Shows 🔎 Reviewing 2025 Predictions 🔮 Predictions For 2026 🍝 Pasta of the Year & More! Full links below!
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Dim Selk أُعيد تغريده
Steady Lads
Steady Lads@0xSteadyLads·
The Lads are back once again with @dim_ss, and as brutal as it's been, they're seeing the glass as half full 🫡 🚨 OUT NOW on @YouTube & @Spotify! In Ep #99 we cover: 👨‍🏫 The Positive & Negative For Alts 💸 There's Still Money In The World 🛒 What's On Your Shopping List? 😵 The Time To Doompost Is Over 🍝 Pasta of the Week & More! Full links below!
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threadguy
threadguy@notthreadguy·
who made the best crypto trade of 2025?
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Yuval Rooz
Yuval Rooz@YuvalRooz·
Payments with privacy. Now add it with Nasdaq joining @CantonNetwork and we can see what’s coming.
Yuval Rooz tweet media
Canton Network@CantonNetwork

USDCx on Canton is live and available through Canton apps and service providers. Canton is the first chain to integrate with @Circle’s xReserve and go live with USDCx, enabling a USDC-backed stablecoin with configurable privacy. This unlocks institutional-grade stablecoins with the privacy, control and atomic settlement only Canton can provide. Another step toward 24/7 settlement, real-time collateral mobility, and private onchain payments across global markets. → Atomic swaps & 24/7 settlement: From tokenized bonds, repos, and alternatives to wrapped Bitcoin and DeFi - all with need-to-know privacy. → Privacy-enabled stablecoin payments: From payroll to B2B pay-ins and payouts - instant, programmable, confidential. → Interoperable digital cash - multi-party and multi-chain: Powered by the Canton Token Standard for full composability across apps and assets on Canton. Interoperable with USDC across supported chains. Apps, wallets and participants using USDCx at launch include: @bronwallet, @CertiK, @cantor8, @dfnsHQ, @DRWTrading, @digitalassetcom, G20, HydraX, @IMCTrading, @QCPgroup, @Send, @temple_ny and @canton_loop

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Dim Selk
Dim Selk@dim_ss·
@Citrini7 I hereby apply for the position(s) of Director of Unhinged Leverage and/or Chief Morale Engineer
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Citrini
Citrini@citrini·
we’re hiring if you are adept at identifying trends, communicating complex ideas to a broad audience and have a passion for markets then submit your resume and an example of your work (exercise linked) to careers@citrini.com applicant.citrini.com
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Jordi Alexander
Jordi Alexander@gametheorizing·
Where has Jordi disappeared to? tldr:/ November has become a full healthmaxxing month for me. Physical and mental. Have a $1 million bet on the line. Approaching it as an olympic athlete-- "I guess I'm gonna have to do this at a maximum level" style. longer version if interested in health hacking- I've long had a plan to be in better shape in my 40s than I was in my 20s. Was pushing this back due to busy work, but a recent ER heart health scare (turned out to be anxiety related) made it clear to me there is no more postponing to be done. As I write this I'm sitting in a HBOT chamber, recovering from yesterday's fasted strength training + 2 hour hike (on just a black coffee). Left forearm microneedled patched with glutathione, right side peptides NAD+, KPV, GHK-CU. Been able to be in calorie deficit and train without any hunger, brain fog, or mucle pains. HBOT, Red light, Sauna, cryo, massages, peptides all being used regularly for recovery. Not everyone needs to go this 'extra' but I'm bringing the same level of focus and detail-orientation I use at work, and applying it to explore some new limits. I've been into biohacking for well over a decade- mainly for mental performance optimization- and I am very used to evaluating risk-reward and being averse to potential side effects. Being good at defense lets you be more aggressive with adding things that don't create compromises. This is where good judgement comes in. Some things have less evidence but doesn't mean they are bad. Some things are gonna be dependent on the individual person's genes and circumstances. There are several difficult decisions to make, e.g. very narrow time-eating window vs many small meals. I did a Dexascan at beginning of this month, and despite being overall in good shape, its been clear that anxiety+inadequate sleep had taken a toll. 25.5% Body Fat incl. a chunk of visceral fat-- this despite ALREADY eating clean, NO alcohol, and being quite physically active. It was deflating to say the least. Now-- I have put a 10 BTC bet on that I will get to under 20% within a month.. >5.5% loss in one month is probably the MOST aggressive target that is achievable. Basically at 800+ calorie deficit per day all month- with a single re-feed day in the middle. That is basically a 1500 calorie high protein diet, 20k steps/day, 4x week strength training. These are the basics everyone knows. The discipline part of diet+exercise has definitely been the easy part for me. I can see why the bezos/zuckerberg types get uber fit suddenly after building up the brain regions needed for discipline already from work. Hardest part for me- no surprise for those who know me, has been the sleep side, along with what has been a stressful month with markets and various other life things I'm dealing with. This is where I need to rewire physical habits, and I've been chipping away at this. I typically wake up after 4-5hours through habit regardless of when I sleep, and struggle to fall back sometimes. And on the anxiety side I've had to make radical interventions that are ongoing. Lactoferrin added to stack which already includes 2-3x day creatine, bcaa, bpc157, plus the usual stuff I take for health like omega3, zinc, d3k2, fatty15, etc. Lets see how this turns out.. right now I'm just focused on trying to "do this at a maximum level", down ~3% bf so far this month and see a lot of other physical benefits. Skin is clear, lifetime PBs broken at the gym, and my white hairs have been disappearing faster than than the ancient BTC whales have been dumping tokens. I've come to accept that the time and effort spent on finding physical and spiritual alignment doesn't come at the expense of professional success. Redirecting focus was an adjustment, but I can see that success in these areas will only supercharge the professional side. Will update as things progress for those of you also caring about leveling up physically and mentally.
Jordi Alexander tweet media
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Dim Selk
Dim Selk@dim_ss·
@rymma123 Dexodus was this post’s inspiration
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rymma123
rymma123@rymma123·
@dim_ss Dexodus Finance “hacked” yesterday, closed discord right after
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Dim Selk
Dim Selk@dim_ss·
During a bear market, get ready for protocol “hacks”, “exploits", and crypto founders disappearing into the sunset like nothing ever happened 💨
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Karl
Karl@karl_0x·
@dim_ss palm jumeirah getting new residents
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