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DY.

DY.

@EXD3333

Market structure. Liquidity. Execution.

Katılım Mayıs 2018
91 Takip Edilen172 Takipçiler
Tree News
Tree News@TreeNewsFeed·
[🌲] SAYLOR: WE WILL PROBABLY SELL SOME BITCOIN TO PAY A DIVIDEND JUST TO INOCULATE THE MARKET JUST TO SEND THE MESSAGE THAT WE DID IT
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Dr_FX🫆
Dr_FX🫆@tradewithdrfx·
April 20th-24th Market review GBPUSD & XAUUSD THE DR SYSTEM
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DY.@EXD3333·
@FoftyPawlow So US blockade until further notice? No expiry date for the new ceasefire too. Lol
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Dr_FX🫆
Dr_FX🫆@tradewithdrfx·
My view on $Xauusd NOT A FINANCIAL ADVISE
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DEFI - BISHOP
DEFI - BISHOP@Web3Bish0p·
Teepee Heattttt 🏆
DEFI - BISHOP tweet mediaDEFI - BISHOP tweet mediaDEFI - BISHOP tweet mediaDEFI - BISHOP tweet media
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DY.@EXD3333·
@chartlord Na FVG traders suffer pas today 🤣
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ChartLord 📊📈📉
ChartLord 📊📈📉@chartlord·
One minute price is bearish or bullish and you are on the right direction with price, then all of a sudden you'll just see price reversing with aggression. Not knowing that one nonsense Iran/US-Israel news has come out At this point our sanity is at risk!!
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DY.@EXD3333·
Alt complacency. The relative strength of select alts during the past weeks will make many hold hot potatoes (IF) US-Iran negotiation fails and the war shifts into round two. Game of musical chairs.
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krillin ॐ
krillin ॐ@LSDinmycoffee·
Weird #CPI print, looks like they had a very high forecast to be sure to do better than the forecast... but it's at the same time a MASSIVE increase vs last CPI print (from 2.4 to 3.3 YoY) Gold is the asset gaining the most in the few minutes following the release 👀
krillin ॐ tweet media
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moneyfetishist
moneyfetishist@moneyfetishist·
I am not going to motivate you because if you need motivation from a stranger on a plane the answer is stay but I will give you the game theory your corporate M&A gig is a repeated game with diminishing marginal returns. year 1 you learn everything. year 2 you refine it. year 3 you are executing pattern recognition. year 4+ you are being paid more to do the same thing with slightly larger numbers. the learning curve flattens but the golden handcuffs tighten because every year the comp goes up and the opportunity cost of leaving gets more painful on paper this is a classic status quo bias trap. the payoff of staying is known and comfortable. the payoff of leaving is uncertain and scary. so you stay not because staying is optimal but because the asymmetry of regret is lopsided. you can imagine regretting the leap. you cannot as easily imagine regretting the years you stayed too long because that regret builds slowly and never hits you in one moment here is where game theory actually helps: in your M&A seat you are playing someone else's game. the firm sets the rules, the deal flow, the comp structure, the promotion timeline. you optimize within their framework. you are a very well-compensated player in a game you did not design. your upside is capped by whatever the partnership or MD economics look like. your downside is protected by a salary. that is the trade owning a local business flips the entire payoff matrix. you design the game. you set the rules. the downside is real and unprotected but the upside is uncapped and compounds in ways a salary never does because you own the equity. a $2M EBITDA business bought at 4x and grown to $3M EBITDA over 3 years is worth $12-15M on exit. no M&A salary trajectory produces that kind of wealth creation in that timeframe unless you are a founding partner the Nash equilibrium of your current situation: you and every other M&A professional are competing for the same promotions, same deal credit, same bonus pool. the competition is fierce because the players are identical. same schools, same skills, same hours. you are in a crowded equilibrium where everyone works 80 hours to stay in the same relative position local business ownership is a different game with different players. the competition is a 62-year-old owner who stopped innovating in 2014 and a 35-year-old who inherited the business and does not want to be there. you walk in with financial sophistication, deal structuring experience, and the ability to read a balance sheet faster than anyone in the room. you are overqualified for the game which is exactly where you want to be. the best strategy in game theory is to play games where your existing skill set gives you an asymmetric advantage over the other players the timing question is about optionality. every year you stay in M&A your financial optionality goes up slightly because you save more. but your operational optionality goes down because you get further from the reality of running anything. the M&A guy who leaves at 28 adapts to operations in 6 months. the one who leaves at 38 has a decade of habits built around delegating to analysts and reviewing decks, and managing a P&L feels foreign in a way it would not have 10 years earlier but again. if you need me to motivate you, stay. the people who actually do this do not need motivation. they need a spreadsheet that shows the math works and then they cannot NOT do it. if you have the spreadsheet and you are still asking strangers for motivation the spreadsheet is not the problem
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Will Ahmed
Will Ahmed@willahmed·
You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️
Will Ahmed tweet media
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Visegrád 24
Visegrád 24@visegrad24·
Passengers on a commercial flight captured the launch of Artemis II on camera The plane happened to pass near the launch trajectory at the exact moment of liftoff, giving passengers a rare view of the rocket launch right from their windows.
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