John Nash Cutrone, CFA
4.8K posts
John Nash Cutrone, CFA
@NashRate
allocator, buildor, unit-01, nfa, dyor, low iq, opinions my own cso @lumidawealth
Double Scalar Multiplication Katılım Şubat 2022
410 Takip Edilen3.9K Takipçiler
Regulatory shift in AB: Oil & Gas operating licenses may soon be tied directly to municipal property tax compliance. With $250M in historical tax arrears deemed unrecoverable, tracking operator liabilities is more critical than ever. Let data drive accountability. westernstandard.news/news/alberta-o… 💡📉 #Alberta #EnergySector #Compliance #NewWestData
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"jobs are cooked, become an entrepreneur"
"startups are cooked, code is worthless, become a plumber"
"plumbers are cooked, everyone's becoming a plumber"
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John Nash Cutrone, CFA retweetledi
My March public newsletter is now available, and discusses to what extent the war on Iran may impact the "gradual print" scenario.
Enjoy:
lynalden.com/march-2026-new…
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A bunch of people have tagged me on this. I don't see what the big deal is. It's 2026. I personally think it's pretty admirable that the Solana Foundation hires retarded people.
Lily Liu@calilyliu
Also, gaming on a blockchain is not coming back
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remember when I used to eat sardines for dinner
Paul Atkins@SECPaulSAtkins
Crypto markets—and the millions of Americans who participate in them—deserve long-overdue clarity. Under President @realDonaldTrump's leadership, we are well on our way. My latest in @CoinDesk with SEC Commissioners @HesterPeirce and Mark Uyeda ⬇️ ow.ly/5z2050YwxI5
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It's official: "onchain" not "on-chain"
Footnote 1 from SEC guidance yesterday
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.@MHI_Group Mistubishi Heavy Industries announced a successful @shieldaitech Hivemind Enterprise flight demo for UAV mission autonomy, completed in just 8 weeks from AI dev to flight.
mhi.com/news/26031702.…
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.@Disney announces reboot of the Matrix
Eli Ben-Sasson | Starknet.io@EliBenSasson
Title this pic, wrong funny answers only
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@DI313_ command & conquer / red alert 2 fans been waiting
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‼️ Marine personnel are conducting jetpack boarding training, practicing precision landings onto high speed vessels moving across open sea.
It looks like something from a futuristic combat movie. But this is real world military training happening right now.
Video credit to original owner.
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@KobeissiLetter americans are locking in at an exponential rate
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US coffee prices are surging at a record pace:
The average price of ground roast coffee is up to a record $9.46 per pound.
In February, coffee prices jumped +30.5% YoY, and have surged +127% since January 2020.
Over the same period, ground beef prices have risen +73% to $6.74 per pound, near an all-time high.
Furthermore, steak prices have soared +66% to a record $12.74 per pound.
Overall, the "food at home" category price level is up +31% while "food away from home" is up +36% since January 2020.
Food inflation remains a major issue.
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Eric Schmidt on why most companies get strategy wrong
“My problem with most strategy conversations is that they’re always inward out [and start with the company’s products first].”
Eric prefers a totally different approach:
“Work very, very hard to figure out what the world’s going to look like in five years. What will people be doing? What will your customers want? Where will costs be? In our case, what will networks look like? How important will phones be? What will the apps look like? And spend an awful lot of time on that. Then take a look at your offerings.”
He cites media businesses as an example of what can happen if you don’t do this:
“There are media businesses that are growing very well and others that are in great trouble. This was completely predicted five years ago… The ones that are in trouble should have done a five year plan and said, ‘Holy cow, what are we going to do?’… Almost nobody does a 5-year plan. Most businesses do a 1-2 year plan.”
Video source: @uclaanderson (2016)
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