Halving Fun (never ded, RWD)

112.3K posts

Halving Fun (never ded, RWD) banner
Halving Fun (never ded, RWD)

Halving Fun (never ded, RWD)

@halving_fun

All that remains wassie - RLD - 🌕🚀 - @rektcoin -🐧 - 🌎☮️ - 👀 - 🛜 - 🦭 - // - 🦔 - 🅿A - M.O.B.

Rekt World Domination Beigetreten Eylül 2017
7.5K Folgt4.2K Follower
Angehefteter Tweet
Halving Fun (never ded, RWD)
Halving Fun (never ded, RWD)@halving_fun·
Big news from @rektdrinks $REKT, the #1 Brand Coin on $ETH showed real strength last year, and despite persisting bearish conditions, should continue to gain mindshare this year Below is a list of 2026 planned and accomplished business development milestones ... The schedule is packed! 🚨🚨New partnership 🚨🚨 @rektdrinks 🤝 @waitrose The UK premier grocery store -@XGames 🤝 @rektdrinks GRXPEFRUIT Sold out ✅ -@WORLDSTAR 🤝 @rektdrinks Cherry Cola 🍒 Sold out ✅ - @GiantEagle ~200 store rollout...✅ - @superior_bevgrp distribution partnership ✅ ---> Smashing 30X industry standard sales expectations during the promotion period 🎉🎉🎉 30X is just incredible - REKT ENERGY Q1 release...SOON --->Energy drinks market high yearly cagr - @FaZeEsports Energy drink collaboration drink through @GSQHoldings - @FaZeEsports REKT logo left sleeve ✅ ---> brand visibility to key demographic - @EVGHQ strategic partnership for global institution access - @AspenDigitalAMP institutional access in the Middle East and Asia ---> REKT leadership meeting directly with investors, key industry leaders The list showcases phenomenal business & strategic development, which should fuel rapid brand growth I believe in $REKT WORLD DOMINATION
English
14
16
96
2.2K
Halving Fun (never ded, RWD) retweetet
smolting (wassie, verse)
smolting (wassie, verse)@inversebrah·
deres no such ting as a coincidence 🫵🥹 smolchained
smolting (wassie, verse) tweet media
English
37
12
278
14.4K
Halving Fun (never ded, RWD) retweetet
ex_mortal_
ex_mortal_@ex_mortal_·
GIF
ZXX
11
26
79
2.2K
Halving Fun (never ded, RWD) retweetet
Nick Nemeth (Mispriced Assets)
TLDR: I am a recovering alcoholic with no fund, no credentials, and no lobbyist. I rebuilt myself from nothing. Then I broke into finance with no degree, no pedigree, and no permission. I parsed SEC filings for a $31.5 billion private credit fund called Cliffwater. Not because anyone asked me to. Because nobody else would. The filings are public, but they are buried in footnotes that are not indexed, not searchable, and not structured for analysis. I have been told by fund managers that nobody even attempts this. Billions of dollars in pension capital, and the people who manage money for a living do not bother to read the filings. So I read them. Every loan. Every amendment. Every semi-annual PIK disclosure. 2,330 positions. I hand-researched fifty. I found 189 loans where borrowers are paying interest with more debt instead of cash. I found over 50 loans that are not generating enough cash to service their debt at all — carried at par on the books of a fund that has never reported a losing month in 41 months. The fund's Sharpe ratio is 3.75. Bernie Madoff — who was fabricating returns and could pick any number he wanted — ran a 3.5. He got caught because the numbers were too smooth by Markopolos. The greatest quant fund in history, Renaissance Technologies, runs a five or six. Cliffwater is claiming risk-adjusted returns that would be impossible even if you insider-traded with perfect information every single time, because the volatility of the underlying markets would still prevent it. Nobody asked questions. Bloomberg confirmed 14% redemptions 48 hours after I published. S&P cut the fund's outlook to negative this week. Cash on hand fell 76% in six months. This is not an isolated fund. This is the structure. $9.4 trillion in private equity. $3.5 trillion in private credit. They all pay their own valuation agents. The valuation agents decide what the funds are worth. No valuation agent has ever been fired for saying the number was too high. The marks produce the NAV. The NAV produces the fees. The fees come from pensions. The pensions come from firefighters and teachers and nurses in Oregon and California and Illinois who will never read a private placement memorandum in their lives. Wall Street ran out of rich people. The endowments were full. The sovereign wealth funds were tapped. So they went downstream — to 401(k)s, to retirement accounts, to interval funds sold to people who have no idea what they own. 1. Direct the SEC and FSOC to examine Level 3 fair value practices across interval funds and BDCs. 2. Require that valuation agents be independent of the funds they mark. 3. State publicly that the current self-marking regime creates systemic risk. 4. Mandate position-level mark disclosure for every fund that accepts pension capital. There are two ways this ends. It breaks all at once like 2008 and we fix it. Or it rots slowly like Japan: one fund blows up, six weeks of quiet, another one, and nobody connects it for a decade while a generation of retirees gets destroyed. I am not asking anyone to take my word for it. I am asking them to read the filings. If you know someone in the administration, a regulator, or anyone on a legislative committee, please send this to them. One person learned this from a one-bedroom apartment. Your government can too. The will is what is missing.
Nick Nemeth (Mispriced Assets)@NickNemo17

x.com/i/article/2034…

English
150
769
3.5K
338.3K
Halving Fun (never ded, RWD) retweetet
Halving Fun (never ded, RWD) retweetet
Duca
Duca@big_duca·
My guess is Coinbase (and most CEX) sent out millions of incorrect tax forms this year. I’ve looked at 100s of 1099-DAs this year. When I close my eyes, they haunt me. I have seen: > incorrect proceeds on sent assets (being counted as sales) > simple USD fiat trades for some users having incorrect proceeds > so much more BS Errors in the root DAs (not to mention we have bugs bc no one gave them to us ahead of time). All of these compound to weird results that make reconciling challenging. It’s gonna be a painful couple of years. Fuck the gov for doing this.
English
22
13
186
119.9K
Halving Fun (never ded, RWD) retweetet
Ron Filipkowski
Ron Filipkowski@RonFilipkowski·
Pretty wild that Trump just appointed JD Vance as a Fraud Czar to go after scammers right after he pardoned his 35th different wealthy crony convicted of fraud so far during this term with many more to come.
English
85
2.1K
7.4K
118.7K
Halving Fun (never ded, RWD) retweetet
Mark Slapinski
Mark Slapinski@mark_slapinski·
IT GETS WORSE New Epstein files show Trump was DIRECTLY INVOLVED in human trafficking OMG!
English
3.1K
40.3K
113.6K
1.1M
Halving Fun (never ded, RWD) retweetet
Ahmed Hassan 🇾🇪 أحمد حسن زيد
Saudi Arabia says it is forbidden to attack a neighbor, especially a Muslim neighbor. Where was this talk when they were bombing Yemen for nine years?
English
445
9.5K
40.8K
552.6K
Halving Fun (never ded, RWD) retweetet
DCinvestor
DCinvestor@DCinvestor·
i've gotta hand it to him fleecing the Arabs for billions and sweeping it into your family’s personal accounts, hell, even taking a jumbo jet from them then royally (pun intended) fucking them over in a poorly conceived op your handlers convinced you to do with no real off-ramp as they must then watch their economies and reputations for being safe havens crumble is just an incredible move maybe the best to ever do it
Annmarie Hordern@annmarie

WSJ: Arab governments were furious about Israel’s attack and the U.S. failure to head it off, officials said. They had aggressively lobbied the Trump administration to stop U.S. and Israeli strikes on Iranian energy infrastructure and now feel a target has been put on their backs, they said… America’s Arab allies are now fuming that they don’t seem to have any influence with the Trump administration despite heavy investments of time and money.

English
61
438
3.9K
330.3K
Halving Fun (never ded, RWD) retweetet
intern
intern@intern·
smh
intern tweet media
27
55
912
34K
Halving Fun (never ded, RWD) retweetet
Andrea Junker
Andrea Junker@Strandjunker·
When the Japanese live translation goes silent because the translators are too stunned to repeat your Pearl Harbor “joke” to the Japanese PM, you’ve officially reached a new level of diplomatic failure. Those seconds of silence were the most honest reaction of the day.
English
465
6.3K
50.6K
745.7K