Rex Renaissance

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Rex Renaissance

Rex Renaissance

@RenaisanceRex

ooo that’s nice

Katılım Ekim 2020
398 Takip Edilen67 Takipçiler
Rex Renaissance
Rex Renaissance@RenaisanceRex·
@BitcoinAIGuy The big boys issue corporate bonds and just use cash flow from ops. Iren has no ability to produce balance sheet debt. Just building to build. Meanwhile META secured Indiana as its main site and using turner construction for over 10B.
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Rex Renaissance
Rex Renaissance@RenaisanceRex·
@BitcoinAIGuy Same, completely obsolete fleet of chips in 3-5 years, won’t be able to pay for anything in bulk. Dilution play vs cash from trillion dollar industries isn’t hard to grasp. Don’t say energy bottleneck either, onsite power generation non grid is the play. BE for example.
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
just gonna leave this here $IREN hope this helps
BitcoinAIGuy tweet media
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Rex Renaissance
Rex Renaissance@RenaisanceRex·
@BarryRoland19 @jamesonhaslam Got a huge raise through ILA. I Worked in maritime finance. Adjusted all service contracts for next five years. +89% raises across the board for 5 years. Clauses in contracts 0 to No Automation over next 10 years. Every other protection you can imagine.
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BarryRoland19
BarryRoland19@BarryRoland19·
Old enough to remember when this guy almost brought the entire U.S. economy to a screeching halt
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Rex Renaissance
Rex Renaissance@RenaisanceRex·
@VegasMike27 @avidseries Supply of inventory is high… Also private institutions own a small proportion of actual housing Also real estate is notoriously bad investment at current prices and rates You’d need both to go down significantly for institutions to be interested
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Mike 🇺🇲
Mike 🇺🇲@VegasMike27·
No. Hedge funds, private equity, wealthy foreign investors will buy up the supply. Currently they artificially keep the supply low (this raise prices). The only fix is to ban those groups from owning homes and force them to sell their current sfh portfolio. Crash the prices in half (or more) permanently. Boomers will cry because their "wealth" is tied to their real estate portfolio.
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i/o
i/o@avidseries·
It seems plausible to me that over the next ten years or so, AI may eliminate 10% or more of all middle-class white collar jobs, and that most of the millions of people losing these jobs will not be able to pay their mortgages and will be forced to sell their homes. With millions of homes coming on the market, the price of housing will likely drop. Renters with secure occupations — that is, those likely to be immune from AI shock — will benefit enormously as home ownership becomes more affordable. Does this seem like a plausible scenario?
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Rex Renaissance
Rex Renaissance@RenaisanceRex·
@ZaStocks @yomattyboi What type of finance And don’t hit me with ALL Finance jobs will go away. Even though the theoretically could.
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Za
Za@ZaStocks·
@yomattyboi I’m sure nearly everyone in finance feels the same way.
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Za
Za@ZaStocks·
Public sentiment toward AI is horrible and it’s not hard to see why. We have big tech CEOs and AI labs openly talking about mass job displacement while simultaneously pitching vague “abundance for all.” Nobody buys it. Telling people their livelihoods are at risk while offering weird promises about the future is major disconnect from reality. Most people aren’t thinking about abundance, they’re thinking about food or their rent/mortgages. AI probably will drive massive productivity gains and create new industries over time but right now that narrative is being forced and pushed by people who benefit the most from this shift. Not the middle class being told their jobs may disappear and that they’ll need to pivot to plumbing or other trade work. As of now most working class people feel like AI is going to ruin their lives, not enhance it. Until that changes it’s hard to see where AI optimism comes from.
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Life Hits Hard
Life Hits Hard@LifeHitsHardHQ·
@GoldTelegraph_ When trading gets halted across an entire exchange, you know something serious is breaking behind the scenes. Markets don’t pause for fun. They pause when the system can’t handle the chaos. 📉
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Gold Telegraph ⚡
Gold Telegraph ⚡@GoldTelegraph_·
Trading has been halted in ALL contracts on the London Metal Exchange. Wild.
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The Adventurous Soul
The Adventurous Soul@TAdventurousoul·
If he’s not the best man, cancel the wedding 🤣
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Champ✨
Champ✨@Ib_ra_himm·
It's just a matter of perspective.... If you ask the grass, the zebra is the monster and the lion is the protector."
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Rex Renaissance
Rex Renaissance@RenaisanceRex·
@Radios4Freedom @kshvbgde Only way this works is if Space X IPO is successful, he will use public markets to escape from private markets. Generate liquidity and pour it into this project. Reality is, companies will have solved Ai by the time this fab is complete.
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keshav
keshav@kshvbgde·
Elon is launching his own semiconductor factory, “Terafab," when everyone is fighting over chip shortage because AI needs so many. >100-200 billion AI chips per year >they won’t run out >he can move faster >and save money in the long run all of this just because TSMC wasn’t fast enough
Elon Musk@elonmusk

Terafab Project launches in 7 days

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skum🧊
skum🧊@skumWgmi·
After 3 years of unemployment, my friend finally got a job offer today. He politely asked for a slight pay increase to be paid a competitive market rate..... THEY RESCINDED HIS OFFER...
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Autism Capital 🧩
Autism Capital 🧩@AutismCapital·
This is actually a great teachable moment about money. While one dude may worry about being able to pay bills on time there’s some other dude who literally kept $50M on his cell phone to just yolo randomly into shitcoins. Warning? Extreme slippage? Didn’t even care. SWAP. There are levels to the game. Insane.
Stani.eth@StaniKulechov

Earlier today, a user attempted to buy AAVE using $50M USDT through the Aave interface. Given the unusually large size of the single order, the Aave interface, like most trading interfaces, warned the user about extraordinary slippage and required confirmation via a checkbox. The user confirmed the warning on their mobile device and proceeded with the swap, accepting the high slippage, which ultimately resulted in receiving only 324 AAVE in return. The transaction could not be moved forward without the user explicitly accepting the risk through the confirmation checkbox. The CoW Swap routers functioned as intended, and the integration followed standard industry practices. However, while the user was able to proceed with the swap, the final outcome was clearly far from optimal. Events like this do occur in DeFi, but the scale of this transaction was significantly larger than what is typically seen in the space. We sympathize with the user and will try to make a contact with the user and we will return $600K in fees collected from the transaction. The key takeaway is that while DeFi should remain open and permissionless, allowing users to perform transactions freely, there are additional guardrails the industry can build to better protect users. Our team will be investigating ways to improve these safeguards going forward.

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Rex Renaissance
Rex Renaissance@RenaisanceRex·
@GrindeOptions @newyorkartist20 Over valuation + dilution I’m a long holder since single digits, growth is very very solid But it’s still traditionally “expensive” Forward looking: At 1.5B quarterly revenue AND 20% NI margin I could see a case for $35-$40 Would trade below 40 P/E 2027
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Cole Grinde
Cole Grinde@GrindeOptions·
Buying 2028 LEAPS in $SOFI at $20 strike is pretty cheap. $655 for Jan 21 calls. This stock will not be trading in the $18 range in 2028, I can tell you that much.
Cole Grinde tweet mediaCole Grinde tweet media
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Rex Renaissance
Rex Renaissance@RenaisanceRex·
@MichaelAArouet @swarmister None of these things…. Lmao Actors are outliers, there’s no statistical significance to this except click bait slop. Actor selection changed, that’s it. find younger looking men with great hairlines, to evoke perfect beauty standards, across all consumer based industry.
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Michael A. Arouet
Michael A. Arouet@MichaelAArouet·
Why is that? Just because of less cigarettes and alcohol and healthier food, or something else?
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daz
daz@MetamateDaz·
I’m sorry, but the whole “income must be 3x rent,” but rent is $1k-3k a month??? Who tf is out here getting paid $70 an hour???
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Amprius Technologies
Amprius Technologies@AmpriusInc·
Today, we released our Q4 results! We’re proud to have enhanced our supply chain to continue meeting the increasing demand for Amprius’ innovative batteries. See more in the release below: ir.amprius.com/news-events/pr… $AMPX
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Steve Rogers ADL (Polymarket Arc)
@Axel_bitblaze69 Isn't that increasing skrt shares in the market so the value should decrease, inflation but they keep it maintain in 100$ its shit I think ,if someone plans to shut Strategy all he had to do sell strk till 70$ 👀💀 rest ppl will follow and sell dump maybe
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Axel Bitblaze 🪓
Axel Bitblaze 🪓@Axel_bitblaze69·
Saylor has built a bond backed by bitcoin that pays 3x what treasuries pay.. and institutions are buying it without realizing what they’re actually holding let me break this down simply.. STRC is a share that always trades at $100 not roughly $100. exactly $100. saylor engineered this by using the dividend as a lever… price drops below $100 → raise the dividend → buyers rush in → price goes back to $100 price rises above $100 → lower the dividend → less attractive → price comes back down right now it’s at $100.01 and the machine is working the yield is the story you put $100 in. you get $11.50 back every year. paid monthly. a 10-year US treasury? $4.00/year on the same $100 same “safe” stable price. same $100 in, $100 out one is backed by government promises and one is backed by 720,000 $BTC saylor is offering you 3x the yield and better collateral why can’t institutions just buy bitcoin directly? they can’t pension funds, insurance companies, university endowments.. they have rules “too volatile” “no income” “doesn’t meet distribution requirements” they need stable price + monthly cash flow or their compliance department says no so they’ve been stuck with 4% treasuries watching bitcoin go from $10k to $85k $STRC solves this.. - stable price - monthly income - compliance approved - they get their bond wrapper - but underneath it is bitcoin this is the trojan horse they think they’re buying a high-yield preferred share but they’re buying bitcoin exposure in a suit.. every dollar that flows into STRC flows through to strategy strategy uses it to buy more bitcoin more bitcoin = more collateral = better terms to raise more capital = buy more bitcoin the flywheel only needs $BTC to not go to zero
Michael Saylor@saylor

Probably Nothing. $STRC

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