Dean | Realms

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Dean | Realms

Dean | Realms

@deanmachine

Director @realmsDAOs Sowellian Governance Maxi There are no solutions, only trade-offs

Athens Bergabung Şubat 2011
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Dean | Realms
Dean | Realms@deanmachine·
A DAO fund LOST money …but 13% of participants MADE money This should not be possible But it happened with Sowellian Governance↓
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Raydium
Raydium@Raydium·
How many mutuals do we have?
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Dean | Realms me-retweet
Adrian | Realms
Adrian | Realms@AdrianBrz_·
My brother called yesterday in full panic. He and his wife had to bounce somewhere urgent and their sitter ghosted them last minute. In an act of desperation, they called me. Quick market analysis, brief negotiation, we agreed on an hourly rate. Paid upfront of course in the family, trust is built on hard currency. I show up at my nephew's place and the little guy drags out a stack of "books." I start flipping through and nearly had a stroke. Stories about Timmy saying "bye-bye" to his poop. Timmy learning to talk. Timmy at the beach. Not a single word about how Timmy rotates into majors before alt season. Nothing on how Timmy manages his cold storage. Zero coverage of Timmy's exit liquidity strategy. Among all these colorful little fairy tales, some absolute essentials were missing. How is this kid supposed to make it in life when from day one they're feeding him stories about seaside vacations instead of teaching him dollar-cost averaging into BTC? I'm seriously considering writing my own series. I already have some titles locked in: "Timmy Understands Compound Interest" "Timmy Shorts the Housing Bubble" and my personal favorite: "Timmy and the Self-Custody Wallet" Drop your suggestions in the comments. It's time someone took responsibility for the financial education of this nation.
Adrian | Realms tweet media
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mert
mert@mert·
i've angel invested in more Solana projects than anyone alive (including toly) from now on, if you get a @Helius business or professional plan, I will give you a complimentary pitch deck review as well as intros nothing more expensive than not using Helius on Solana
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Peter Girnus 🦅
Peter Girnus 🦅@gothburz·
I am the VP of Corporate Strategy at GameStop. I prepared the investor presentation for a $35 billion Bitcoin acquisition plan. The company is worth $4.6 billion. Nobody on the board asked me to reconcile those two numbers. That's strategic vision. Ryan wants to convert the company into a Bitcoin holding vehicle. I wrote the deck. Forty-seven slides. The first slide says "Transforming GameStop for the Digital Future." The second slide has a Bitcoin chart that goes up and to the right. Slides three through forty-six explain how we will acquire an asset worth 7.6 times our entire market capitalization. Slide forty-seven says "Questions?" There were no questions. The board approved it in under forty minutes. One member was on his phone. That's board alignment. I should explain what GameStop does. We sell video games. Physically. In stores. That people drive to. In 2026. We also sell collectible figurines and refurbished controllers. Annual revenue has declined for five consecutive years. Same-store sales dropped 28% last year. Foot traffic is down 41%. The core business model requires people to leave their house, get in a car, drive to a strip mall, and purchase a physical disc for a console that downloads games digitally. That's our legacy business. Store #4471 in Lima, Ohio, closed in February. The manager's name was Brian. He had been there nine years. He ran a Saturday Smash Bros tournament for neighborhood kids. Forty kids, every weekend, in a store that smelled like used controller rubber and carpet cleaner. I know because he wrote to investor relations. He wanted to know if his location was closing. I forwarded the email to Facilities. They said they would follow up. The store closed three weeks later. We used the lease savings in the Bitcoin acquisition cost model. Cell B7. I labeled it "Operational Reallocation." The lease savings for store #4471 were $6,200 per month. The Bitcoin acquisition target is $35 billion. Brian's store paid for 0.000003% of the plan. That's capital efficiency. The MicroStrategy playbook is simple. You stop pretending the business will recover. You use the stock to buy Bitcoin. The Bitcoin appreciates. The stock appreciates. The stock appreciation lets you buy more Bitcoin. The business underneath becomes irrelevant. I explained this to a junior analyst named Priya. She said "so we just stop being a store?" I said we stop being a store and start being a balance sheet. She asked what happens if Bitcoin goes down. I said that is not on the slides. She asked if I had modeled it. I said the model assumes Bitcoin goes up. That's risk management. In 2021 the retail investors saved us. They bought the stock to fight hedge funds. They held it to prove a point. They made GameStop a symbol of the little guy against the system. They lost money to prove that Wall Street was rigged. We put a framed screenshot of the stock chart in the Grapevine headquarters lobby. The plaque says "The Power of Our Community." We are now asking that community to approve a plan worth 7.6 times the company to buy a speculative asset none of them voted to buy. The proxy statement calls it "treasury diversification." The community that saved us from Wall Street is being asked to let us become Wall Street. That's stakeholder engagement. The company is worth $4.6 billion. The plan costs $35 billion. I put both numbers on the same slide. Nobody asked about the gap. The gap is the point. If you understand the gap, you understand that the company is not the business. The company is the stock. The stock is the vehicle. The vehicle buys Bitcoin. The product is the stock price. The stock price is the product. I have been here four years and I still cannot tell you what we sell. I am the VP of Corporate Strategy. The strategy is to stop having one.
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Dean | Realms
Dean | Realms@deanmachine·
governance was broken so we made it profitable any DAO member can make a difference and get rewarded instantly now we’re letting others test it
Dean | Realms tweet media
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DeFi Warhol
DeFi Warhol@Defi_Warhol·
Tier List of Prop Trading Firms (based on user reviews, assets coverage, fees, etc) S Tier: - @the5erstrading - @BlueGuardiancom - @fundingpips - @AlphaCapitalUK - @GoatFunded - @FTMO_com A Tier: - @breakoutprop - @CFTradercom - @Maventrading - @HantecTrader - @solanafunded B Tier: - @thinkcapitalcom - @Audacitycap - @fxifycom C Tier: - @BlueberryFunded - @ApexTradeFund - @Aqua_Futures - @FundedNext Did I miss anything? Hope you enjoyed this post and found some new VALUABLE information. If you wanna support me, I'd appreciate a like, reply, and RT <3
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Dean | Realms
Dean | Realms@deanmachine·
This is the correct direction for governance and shareholder participation Show me your KPIs and I can show you your business!
Braden Dennis 📊@BradoCapital

I've always had a dream of markets where investors can focus on core business results and ignore the noise. A focus on the KPIs that actually matter. 🎉 So excited to share that @fiscal_ai @Kalshi @Benzinga have partnered up to make this a reality. Kalshi KPI markets are now powered by the Fiscal API. 🔥 There are now 15 KPI markets live on Kalshi and will continue to grow. "Predict The Fundamentals."

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Adrian | Realms
Adrian | Realms@AdrianBrz_·
After a full day of upgrades to the sowellian funds private beta with @realmsdaos
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maximilian | melee
maximilian | melee@itsmaximilian·
from a mechanism standpoint melee is a year+ ahead of the permissionless prediction market sector. this will be shown by the PMM. from a growth perspective i cannot wait to deploy the funnels we’ve built. if your growth team does not have builder mindset you’re doing it wrong. give talented people like @kermit5329 agency and set them loose.
Melee@meleemarkets

x.com/i/article/2040…

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Dean | Realms
Dean | Realms@deanmachine·
@ryanconnor I also want to talk with those people. Maybe we should talk too
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