Cryptonerds🍌
5.5K posts

Cryptonerds🍌
@CryptoNerds77
Crypto, Brazilianjiu jitsu 🥋surfing 🏄♂️and golf🏌️♂️ $TSLA $BTC
Costa Rica Katılım Kasım 2020
3.8K Takip Edilen3.9K Takipçiler

Netherlands just announced a new 120% wealth tax
It will apply to the ultra-rich who earn above €150k per year
So if you make €200k, you pay €60k on the €50k above the threshold
Dutch officials explained it is to "discourage wealth hoarding behaviour"
So beautifuly said
Finally someone in Europe has the moral spine to put an end this selfish accumulation of wealth
No human being should make over €150k a year
It is a vulgar and borderline pornographic amount
I hope more EU countries will adopt this progressive legislation
This is why Europe is, and always will be, light years ahead of America
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A few weeks ago I stepped up and became CEO at Yuga.
I joined BAYC in June 2021. Anyone who was around back then will never forget that ride:
Doggo airdrop, mutant mint, casino night, and the first Apefest - it was a slingshot out of the pandemic and into a new frontier.
Over the past year I’ve been sharpening the focus on Otherside. As CEO, my goal is to extend that discipline across all of Yuga.
BAYC is the best club on the internet. The Club needs to be part of your world, not just your timeline. We’ll be doing way more stuff together as a club - meetups, moments, access, apparel. I see all of this guided by three pillars: IRL, Storytelling, and Style.
While I’m handling operations, I’m excited that Garga will be freed up to be going deeper on the BAYC creative and world-building he’s always been best at.
With Otherside, we’re developing a world class social platform for digital ownership and crypto. People will explore Otherdeeds, compete for resources, and build their own experiences. To win, we’re going to need to grow our user base a lot, and prove how every community can succeed in Otherside.
We’ve made a lot of progress over the last few weeks and I’m stoked to show you, there’s a lot more ahead.
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Some news to share:
After serving as CEO the past couple years, I’m moving into the role of Chairman of the Board, and @mfigge will become Yuga’s next CEO.
Figge is the absolute best person for the job. There’s no one I trust more to lead Yuga through this next chapter.
He’s relentless about product quality, he thinks longterm, and he knows how to take a vision and make it real. His work on Otherside the past year is proof of that, and you haven’t seen the half of it.
And I’ve loved watching Figge get his hands dirty in the world of BAYC over the last few weeks. The club is better for it.
Creative direction, writing, and figuring out insane ideas is still where I do my best work. And with Figge taking over the CEO role, I get to go back to it. I can’t wait for what Yuga builds next.
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I've been waiting for this day for a long time
my first nft first MAYC #28786 and now I'm a part of it, @BoredApeYC
Glad to be with you apes!!!!
@WelcomeApes @OthersideMeta @yugalabs #MAYC #BAYC

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BREAKING: Iran has delivered its highly anticipated "10-point" response to the US' "15-point peace plan."
Iran's 10-point plan includes:
1. Guarantee that Iran will not be attacked again
2. Permanent end to the war, not just a ceasefire
3. End to Israeli strikes in Lebanon
4. Lifting of all US sanctions on Iran
5. End to all regional fighting against Iranian allies
6. In return, Iran would open the Strait of Hormuz
7. Iran would impose a Hormuz fee of $2 million per ship
8. Iran would split these fees with Oman
9. Iran to provide rules for safe passage through Hormuz
10. Iran to use Hormuz fees for reconstruction instead of reparations
President Trump's "deadline" for a peace deal with Iran is 25 hours away.
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According to @opensea, there are 5,592 @BoredApeYC BAYC and 12,105 MAYC holders. I must be following only 5% of y’all!
Do apes follow apes or what!? Clearly I’m slacking!🤔🧐
If I’m not following let’s sort that out 😎
$APE


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Tesla is a $1.3 trillion company that sold fewer cars this year than last year.
And fewer last year than the year before.
That should tell you everything you need to know.
2 consecutive years of declining deliveries. Down 9% in 2025 to 1.63 million vehicles. The steepest annual drop in the company's history.
And 2026 is starting even worse - US sales down 17% in January, Europe down 44% across major markets.
France down 42%. Netherlands down 67%. Norway down 88%.
BYD passed them as the global EV leader. In the UK, BYD outsold Tesla 2 to 1 last month.
The brand is in FREEFALL.
Brand Finance measured a 36% collapse in Tesla's brand value last year - down to $27.6 billion, less than half its 2023 peak. In California, their most important US market, share dropped from 11.6% to 9.9%.
And the stock trades at 365 times trailing earnings.
Let me say that differently:
Tesla earned $3.8 billion last year. The market is valuing those earnings at $1.3 trillion. You are paying $365 for every dollar this company earns.
The bull case has completely abandoned the car business. It's all robotaxis and Optimus robots now. They discontinued the Model S and Model X. They told investors on the last earnings call to stop focusing on vehicle deliveries and start thinking about "transportation as a service."
So in other words: please ignore the business we actually have and value us on the business we MIGHT have someday.
Trust me, every time management tells you to look over there instead of over here... LOOK OVER HERE.
The car business is deteriorating. Margins are compressing. Competition from BYD, Volkswagen, and a dozen Chinese manufacturers is intensifying quarter by quarter. The $7,500 federal EV tax credit is gone, which effectively raised the price of every Tesla overnight.
And instead of addressing any of that, they're doubling capex to $20 billion this year - almost entirely directed at AI and autonomous driving infrastructure.
So you have a company with shrinking revenue, shrinking deliveries, a damaged brand, and intensifying competition pouring $20 billion into a technology that hasn't been proven at commercial scale.
On 365 times earnings.
Even if you give them the most generous robotaxi assumptions imaginable (full regulatory approval, nationwide deployment, dominant market share) you still can't justify this valuation. The present value of that optionality doesn't come close to $1.3 trillion when the core business is going backwards.
I think this stock goes down 90% from here.
Not because Tesla is worthless. They'll sell cars. The energy storage business has potential. But the equity is priced for a future that isn't coming on the timeline the market expects.
A $37 stock. That's where the math takes you when you strip out the narrative and price what actually exists.
I know that sounds extreme. But 45 years of doing this has taught me something:
When you can see the seams on the fastball, you SWING.
I can see the seams.
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BITCOIN BOTTOM IN, $MSTR HOLDS STRONG
Bernstein says Bitcoin has likely bottomed and is set to rise, keeping a $150K price target for 2026.
Despite a 50% drop from its peak, Strategy (MSTR) has remained resilient, now holding 3.6% of total Bitcoin supply (~$53.5B). The firm sees MSTR as a high-beta play on Bitcoin, backed by a strong balance sheet.
Instead of cutting exposure, Strategy added more Bitcoin at recent lows, raising $7.3B in 2026 to expand its holdings.
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I am now one rank away from black belt.
Keep grinding no matter how old you feel
Cheds Trading@BigCheds
Two years later. Well on the way to a graduate degree. Learning a lot and making connections. Having fun Also took up martial arts, same weight as two years ago but body is more toned. Brown belt. Never too old to try something new and grow. Keep growing my friends. 🫡
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