Dante

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Dante

@Cons_be24

Management Consulting I Macro investing | Windsurfing & Traveling

Katılım Ocak 2018
1.2K Takip Edilen70 Takipçiler
Dante
Dante@Cons_be24·
@BobLoukas My favorite country. If you have the chance, go the Granada to visit Alhambra! Salut
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Bob Loukas 🗽
Bob Loukas 🗽@BobLoukas·
Enjoying a great week in Spain 🇪🇸. Lovely country and people. Lot of time to pass still. Waiting for the Q3 opportunities.
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Dante
Dante@Cons_be24·
@Stupd_GER_Money @TenbaggerAktien Scheinbar fehlt dem Kollegen mit dem 1 Million Depot die Zeit sich eigene Gedanken zu machen… Die Trade Ideen werden vermutlich auch recycelt…
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Arbeiterkind Aktienmillionär
Arbeiterkind Aktienmillionär@TenbaggerAktien·
1970er: • Einen Abschluss machen • Einen 9–5 Job bekommen • Einen Anzug und eine Krawatte tragen • Eine Beförderung bekommen • Mit 21 heiraten • Mit 25 ein Haus kaufen • 2-3 Kinder und einen Hund haben • Mit 60 mit Rente in den Ruhestand gehen 2026: • Überleben
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marc friedrich
marc friedrich@marcfriedrich·
Let’s hope my prediction is right and we see a soon end
marc friedrich tweet media
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Jamie Coutts CMT
Jamie Coutts CMT@Jamie1Coutts·
1/ The BTC crash will prompt deep self-reflection. Here's mine as I review the last 4 months from the peak. Price action was clear from the $90K breakdown in January. But it was back in September when I first saw the potential for turbulence: x.com/Jamie1Coutts/s… At the time I wrote: I expected a Fed pivot. We got one (end of QT → "Reserves Management"). I expected the business cycle to inflect higher. It has (ISM 48 → 52.6). I expected a "normal" 25-30% pullback. We are now in a -50% pullback. BTC is a core position but in Sept and October I derisked some peripheral positions. I could have done alot more. My liquidity model was actually inflecting higher so I held ground. But the technicals were decisively bearish. I saw it and didn't act. That's on me. 2/ Why didn't I act more aggressively? Because I failed to respect how wide the gap between thesis and price can get. If your time horizon is short, the only thing that matters is price. I also underestimated how finite marginal liquidity really is. October 10 rugged the broader market, AI scarcity repriced where capital flows, and the deleveraging event hit simultaneously. Crypto got cut from the marginal liquidity equation in real time. This isn't a blame game. But everything in markets is relative, and I didn't adjust fast enough. 3/ The deeper failure is one I think many share. The psychology of this market reflects collective belief. And the collective treats BTC and crypto as an ATM, not a utility. When the primary use case is "number go up" and price detaches from the utility function, markets distort. Previous cycle gains created a withdrawal reflex, not a conviction base. I knew this intellectually. I didn't price it into my risk framework. There's a gap between understanding market psychology and actually respecting it with your positions. Thats why TA is powerful. 4/ None of this changes my long-term view. BTC remains a core position. Blockchains are becoming integral global infrastructure, and that trajectory is accelerating. AI agents will need permissionless, programmable rails to transact. They won't wait for legacy banks to negotiate deals that preserve their margins at the consumer's expense. By the time incumbents finish lobbying for regulatory moats, the early agentic economy should be visible for all to see. The cycle pain is real. But my thesis remains intact. Today's move is approaching capitulation levels on many metrics. However, credit needs to go to folks @benjamincowen and @cburniske, who applied a different framework and were early/right. Disagreement between analysts who do the work isn't failure. It's what tests robustness. That's how the craft improves. 5/ One more thing. Every analyst needs a framework that suits their own psychology and time horizon. No framework works 100% of the time. What matters is that you do the work, build a thesis, test it, and evolve it. People like @RaoulGMI and @JulienBittel have done that consistently. Their track records speak for themselves. Let the poo flinging commence.
Jamie Coutts CMT@Jamie1Coutts

Weekly BTC is flashing a triple bearish RSI divergence—momentum is bleeding. That’s why I keep talking about the next liquidity impulse from central banks. I’ve seen this movie in equities: divergences flagged fragility into LTCM ’98, the GFC in ’08 (I was covering Asia then—spotting it made that year), and again in early 2020. The pattern isn’t a sell signal by itself; it’s a warning that the trend’s engine is losing power. The resolution comes from the macro. Bitcoin is a liquidity asset. If policymakers open the taps, the uptrend resumes. If they don’t, the trend is at risk of rolling over. Takeaway: respect the divergence, but watch liquidity. Spigots on → higher. Spigots off → rollover risk. My Base Case: The Spice Must Flow.

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Dante
Dante@Cons_be24·
@BobLoukas Old dog still got some juice!
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Dante
Dante@Cons_be24·
@AndreasSteno Decreasing barrier to entry as AI is commoditizing programming
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Andreas Steno Larsen
Andreas Steno Larsen@AndreasSteno·
What is your best explanation for the onslaught in software stocks? Discuss
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Michael Bröcker 💎
Michael Bröcker 💎@MichaelBroecker·
Irre. Längste Stromausfall in der Nachkriegsgeschichte. Jetzt ist der Strom da, aber die Schulen bleiben erst mal zu. Man müsse technische Prüfungen machen. ❓❓ PS: Unterrichtsausfall bei meinen Kindern ohnehin schon auf Rekordniveau. #Bildungsrepublik @SenBJF
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Dante
Dante@Cons_be24·
@LukeGromen The software might be free, but not the network, which is the real asset
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Dante
Dante@Cons_be24·
@Techaktien1 Es fehlen noch diverse Straftat Aufrufe in die Häuser der Bewohner im Bezirk Grunewald einzubrechen
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Techaktien
Techaktien@Techaktien1·
15 Jahre linker Terror und keine einzige Verhaftung / Verurteilung. Postest Du aber das falsche Meme, kommt sofort die Hundertschaft 👮‍♂️🚪 und der Richter sagt unendlich 👨‍⚖️♾️.
Techaktien tweet media
Nairobi, Kenya 🇰🇪 Deutsch
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Dante
Dante@Cons_be24·
@MichaelBroecker @StromnetzBln @kaiwegner Berichten Sie mal lieber über den organisierten Links Terrorismus der Berlin schon seit einigen Jahren fest im Griff hat und immer wieder kritische Infrastruktur in Brand setzt!
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Michael Bröcker 💎
Michael Bröcker 💎@MichaelBroecker·
Warum dauert es bis Donnerstag einen Stromausfall zu beheben, der massive Auswirkungen auf Kranke, Ältere und ab Montag auf Schüler hat? Warum können Schulen und Kliniken nicht geheizt werden? Welche Back up Systeme hat die Hauptstadt Deutschlands? @StromnetzBln @kaiwegner 🧐
Kai Wegner@kaiwegner

Der massive Stromausfall im Berliner Südwesten betrifft sehr viele Menschen, Krankenhäuser und Betriebe. Er ist für die Betroffenen eine enorme Belastung. Der Senat setzt alles daran, sie schnellstmöglich wieder mit Energie zu versorgen. 1/5

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Aporia
Aporia@0xaporia·
@TechDev_52 1) Develop model 2) Overfit to historical data 3) Watch model crash and abandon it 4) Back to 1) I’m sure it’s gonna work out this time 🚀
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TechDev
TechDev@TechDev_52·
The key October signal. First in 5 years.
TechDev tweet media
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Dante
Dante@Cons_be24·
@TurboGoose64 @AndreasSteno Murder in the US is dropping your children at the high school in the morning and watching mass shooting in live TV in the afternoon! Check your fucking facts
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TurboGoose
TurboGoose@TurboGoose64·
@AndreasSteno Murder in the US is largely the result of willing participants in "black culture". Murder in Europe is your 4 year old daughter getting run over or nail bombed by some disgusting Jihadist at an Xmas market.
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Andreas Steno Larsen
Andreas Steno Larsen@AndreasSteno·
Why do people here keep referring to Europe as unsafe? Sure, the recent trend has moved slightly in the wrong direction, and I disagree with many EU policies, but statistically we are by far the safest continent on Earth.
Andreas Steno Larsen tweet media
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Joe Carlasare
Joe Carlasare@JoeCarlasare·
During my time in bitcoin since 2015, sentiment has never been worse imo. Today, I talked to a friend today who has held since 2017. He is seriously considering selling his entire position 7 figure position. He didn’t even think about selling in 2022 at the FTX bottom. This really feels different.
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dave the wave🌊🌓
dave the wave🌊🌓@davthewave·
t.co/zz2waYbqkw Happy Black Friday! I have four annual TradingView subs to give away (yep, four: Ultimate, Premium, Plus, and Essential). Reply to this post, and be in to win a sub. Trading View charts are crucial for anyone buying, selling and holding Crypto imo. Will pick the winners on Nov 26~~
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Dante
Dante@Cons_be24·
@bitcoinjack Bounce? Bro you called 250k some weeks ago 😫
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//Bitcoin 𝕵ack 🐐
//Bitcoin 𝕵ack 🐐@bitcoinjack·
Kinda shaky on my entries but also firm believer we must see a bounce
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TraderSZ
TraderSZ@trader1sz·
God’s design is perfect
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Alex Krüger
Alex Krüger@krugermacro·
You need $30 million in assets to retire as a global citizen and live like a king (with a family of four). Just saying, as people in here talk so much about retirement. I personally have zero interest in ever retiring.
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Tim
Tim@TimurNegru·
ouch..I'd love to test this actually but in a more creative way. can you please like or comment with the country you are most interested in buying a property in (Spain, Italy, France or Portugal) if you see this?
Tim tweet media
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