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@MantaRayCapital

Head of Macro at Long-Term Capital Management

Katılım Ekim 2022
311 Takip Edilen780 Takipçiler
Manta
Manta@MantaRayCapital·
Intern just told me the way to calculate the price of the FV future is PV * (1+r)^n
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Manta
Manta@MantaRayCapital·
@0xDuckworth Leave some alpha for the rest of us
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Manta
Manta@MantaRayCapital·
I think this @grass token holder call was a leap forward in establishing the project as a real business with real clients and real alignment with tokenholders. The revenue is real, opex is lower than revenues, revenue is growing, and team is guiding to really good numbers for H2. The community is mostly upset that they’re not getting free money with another aidrop. Now, were they mislead with the points system? That’s sort of the point (pun intended) of points - not committing to any outcome in the future. No crying in the casino. The project already made all of its community rich with the initial airdrop. Point I want to make is - I think the risk of rug just got lowered, and this is both a positive development and a good example for the industry. Now, how you value and trade this thing is up to every investor. Dyor, none of this is financial advice. Ty @Sgt_Lazo for the recap
Sergeant Lazo | 0xChain@Sgt_Lazo

x.com/i/article/2074…

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Manta
Manta@MantaRayCapital·
“Only a minority, call it ~10-20%, of inference is genuinely latency-bound. For the rest, throughput and cost dominate.” So do US datacenters valuations halve when we start importing tokens for the 80% of inference that doesn’t need 200ms latency?
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Manta
Manta@MantaRayCapital·
Observing first the FIFA Peace Prize nonsense then the Balogun suspension reversion makes me question FIFA’s future as stewards of the sport Make it make sense
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Manta
Manta@MantaRayCapital·
@quantian1 Maybe I too would be as situationally aware if my fiance was chief of staff at Anthropic
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Andy Constan
Andy Constan@dampedspring·
Help me? Teach me? What the heck is going on with $ANSEM ? So it's a new coin? I don't know what a Meme Coin is, is it a meme coin? What is that? Does it have any utility? Is its supply hard capped? What is an airdrop and who gets them? Why would one buy one? What does it mean to pay for content? Fascinating thing. Probably something everyone is familiar with. My profile pick is DaisyWifHat. But I have no clue.
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Manta
Manta@MantaRayCapital·
Idk how many times this needs to be repeated but I’ll repeat it again Advice that worked for Stanley Druckenmiller, who wakes up at 4am and studies the market 17 hours a day, does not apply to the average Joe You are not Stanley Druckenmiller You will just lose all your money
Loofy@Loofyb0i

Every professor teaches you to diversify. Stanley Druckenmiller built 30% a year for three decades doing the exact opposite. "if you have huge conviction, a diversified portfolio makes no sense to me. it's just nonsense." he puts everything into a few ideas he understands cold and watches them like a hawk not one losing year in 30 Stan Druckenmiller. Norges Investment Conference. bookmark it

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Manta
Manta@MantaRayCapital·
@0xZergs @USDai_Official And earned literally zero from it, remind me how much of this facility has been tapped?
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Manta
Manta@MantaRayCapital·
The AI girl told me we weren’t meant to live an uncomfortable life
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Manta
Manta@MantaRayCapital·
Claude write me a community update, make no mistakes. We completely rugged the token and put in zero effort over the last few years, and need to announce us stepping down so that when they sue the project it’s not us going to jail. Make token not nuke so we can do more OTC
Sonic@SonicLabs

x.com/i/article/2068…

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