Parcl Wizard

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Parcl Wizard

Parcl Wizard

@ParclWizard

(Unaffiliated) Wizard Guardian of @parcl

The Chain Katılım Temmuz 2022
271 Takip Edilen666 Takipçiler
Parcl Wizard retweetledi
Kellan Grenier
Kellan Grenier@kellangrenier·
Seeing a lot of takes framing the 26/27 IPO vintage as the tippy top of the current liquidity cycle/“bubble” I think it’s potentially the opposite: the catalyst for the next leg of liquidity expansion. Beginning to think this might be my largest variant view at the moment.
Kellan Grenier@kellangrenier

I truly think we're in the early innings of a tech bubble that will put 1999 to utter shame The prize this time is functionally all economic activity on earth + a substantial portion of the value of all harvestable resources (energy/minerals) in our solar system if not galaxy

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Parcl Wizard retweetledi
Kellan Grenier
Kellan Grenier@kellangrenier·
I truly think we're in the early innings of a tech bubble that will put 1999 to utter shame The prize this time is functionally all economic activity on earth + a substantial portion of the value of all harvestable resources (energy/minerals) in our solar system if not galaxy
Kellan Grenier tweet media
Kellan Grenier@kellangrenier

Let's extrapolate this rate of change to May since it's now May 1. Would put Anthropic run rate ARR this month at ~$60B or more. so this most recent round ($900B rumor) is ~15x sales for something growing ~10x (annualized). Umm yes pls. Likely a 3Tr+ IPO. $ZM $SKM

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Parcl Wizard retweetledi
Kellan Grenier
Kellan Grenier@kellangrenier·
One bbg Weekend article provides myriad answers to so many fintwit paradoxes of late. If you are seething reading this, you need to find a mirror STAT. Highly likely you are currently in said chokehold. Esp if your YTD or TTM PnL/Sharpe is unflattering….
Kellan Grenier tweet media
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Parcl Wizard retweetledi
Parcl
Parcl@Parcl·
V4 devnet is live. NYC, Austin, and the USA index are up for paper trading. Soft launch. More markets coming.
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Parcl
Parcl@Parcl·
@KyleSamani same @nikitabier x.com/Parcl/status/2…
Parcl@Parcl

V4 approved by the community. V3 validated the market. V4 is designed to scale it. An order book-based architecture and purpose-built infrastructure delivering an institutional-grade execution layer - built on the $PRCL Application Chain, with settlement on @solana. As the financial system moves onchain, Parcl is uniquely positioned as a purpose-built application layer for real estate - the largest asset class in the world.

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Parcl Wizard retweetledi
Parcl
Parcl@Parcl·
V4 approved by the community. V3 validated the market. V4 is designed to scale it. An order book-based architecture and purpose-built infrastructure delivering an institutional-grade execution layer - built on the $PRCL Application Chain, with settlement on @solana. As the financial system moves onchain, Parcl is uniquely positioned as a purpose-built application layer for real estate - the largest asset class in the world.
Parcl Limited@ParclLimited

As of this morning, quorum has been reached and PIP-11 has been approved by the @Parcl community. We appreciate the participation from all who voted. We now move forward with V4 as we continue executing on Parcl’s vision of bringing liquidity to real estate.

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Parcl Wizard retweetledi
Parcl
Parcl@Parcl·
Everyone’s calling it “The Great Stall” in the US housing market. It’s not stalled. It’s just not moving where people are looking.
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Curbed
Curbed@Curbed·
The prediction-market platform recently introduced a new ‘market’ around the median value of homes in New York City. Of course people are betting on it. curbed.com/article/polyma…
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Kellan Grenier
Kellan Grenier@kellangrenier·
Full disclosure: I am involved w/ this project (as an advisor) That being said, this is, unbiased, an absolutely epic product. Yes, I want to own re-hypothecate-able tokenized gold at spot prices & get a 3.5% yield...
Streamex ( 🪨 , ⛏️ )@streamex

GLDY is now live on app.streamex.com The first institutional grade gold backed token with real yield, built on @Base. 1 GLDY = 1 oz of physical gold, initially earning 3.5% APY paid in gold monthly through gold leasing. No storage costs. No management fees. Just gold, working for you.

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Parcl
Parcl@Parcl·
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Parcl Labs
Parcl Labs@ParclLabs·
"Parcl Labs is too bearish on Austin" Our prediction: -16.5% in 12 months Reality: -19% in 6 months We weren't bearish enough.
Parcl Labs tweet media
Parcl Labs@ParclLabs

.@Newsweek featured our Austin housing market analysis this morning. We're predicting a 16.5% decline over the next 12 months. The largest drop we're tracking across our 40-market coverage.

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Parcl
Parcl@Parcl·
interesting...
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Parcl
Parcl@Parcl·
Snow-White gets it.
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Parcl
Parcl@Parcl·
Intern here - logo didn’t feel livable enough so I added a chimney 🏠 What do we think? W or L?
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Keşfet

@Parcl @KyleSamani @nikitabier @goodalexander @trevorjbacon @solana @Curbed @kellangrenier