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2.6K posts

Dy
@HereNowDanny
Decentralist. Trader and Investor. Techno. #Bitcoin
World Katılım Ekim 2017
2.7K Takip Edilen245 Takipçiler
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When your working life rewards you, it’s easy to ratchet up the complexity: homes, cars, travel, possessions etc.
I have found that all that complexity comes at the sake of your most fleeting asset: your time. Instead of building things, all of a sudden you’re dealing with minutiae and logistics. Instead of talking mostly to engineers, you’re talking mostly to non-engineers. The building stops…the business of managing self inflicted complexity begins.
It’s worth noting that the best players in the game (Buffett, Elon) have kept their life extremely basic, almost monastic/nomadic, as success ratcheted them ever higher.
I think it’s the biggest secret hiding in plain sight:
When the world upgrades your status, downgrade your complexity.
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You have two choices:
1. This is the beginning of the end of the AI replacement cycle. Everything up until now was false alarms and mis/disinformation. You can start to scale back into these companies because, once the noise subsides, these companies are durable and will be around roughly in the same or better position in 10 years.
2. This is the beginning of the beginning of the AI replacement cycle. Customer churn slowly ticks up. NDR slowly ticks down, RPO begins to be discounted - initially by a little, then by a lot. SBC gets minimized, FCF gets maximized. Valuations become exercised in seeing which assumptions are reliable and which are unreliable - all roads lead to more vol an a general downward trend on price and multiples.
Good luck to all the players.
Helene Meisler@Chartfest1
Holy volume Batman!
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Netanyahu ispanya'yı
açıkça tehdit ediyor:
"Bunun bedelini ödemek üzeresiniz. İspanya İsrail’e karşı durduktan hemen sonra yaşanan elektrik kesintilerini ve gizemli tren kazalarını asla unutmayın.”
Ne diyor bu?
İspanya içinde terör saldırıları yapacaklarını söylüyor.
Dünya bunu böyle not etmeli.
Ve İspanya'nın cevabı:
"Sizi karalamıyoruz, tanımlıyoruz: Siz soykırımcı ve suçlu bir rejimsiniz. Hepiniz Uluslararası Ceza Mahkemesi'nin önüne çıkacaksınız."

Türkçe
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Bitcoin's superpower is moving value through time. Digital gold across generations.
Right now the market is pricing that quantum risk destroys that property. You can argue it's overblown but it doesn't matter. The perception is the threat.
A clear PQ migration plan fixes this overnight. Ship it.
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The sad truth many won't want to hear: #Bitcoin is far from being perfect.
Yet, after my 3 months of sabbatical and seeing some stuff, I believe more than ever that Bitcoin is the best shot we currently have to fix some of the mess in the world...
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@NorthstarCharts @WOLF_Bitcoin_ Love what you do, but it’s hard to ignore the price-insensitive buying from DATS, especially MSTR. Makes it clear BTC price action can’t be driven purely by TA going forward...right? RIGHT?!
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