Wasong

2.3K posts

Wasong

Wasong

@Vincentnls

Semi retired poker player

Goblintown Katılım Nisan 2018
231 Takip Edilen132 Takipçiler
Wasong
Wasong@Vincentnls·
@TheApeOfGoldST $DBA I know nothing about particuliar commodity inside but I think the disruption from hormuz strait haven't yet manifesting and will be reflected in food price. Bearish bonds, with inflation hitting 3.5-4% soon, real yield on 10 year is less than 1%. That will go up
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TheApeOfGoldStreet
TheApeOfGoldStreet@TheApeOfGoldST·
Hit me with your best, most mispriced and undervalued fundamental investment idea right now that has intermediate upside coming 6 months, and motivate why. Serious answers only - don’t pump your book - and remember to motivate WHY!
GIF
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Rebecca Tan
Rebecca Tan@rebtanhs·
Thailand is one of the first ag countries to enter a planting season since the Iran war. We went to document the impact of supply shocks to fuel/fertilizer — It was worse than I anticipated. Farmers are leaving huge tracts of land barren bc they can’t afford to plant.
Rebecca Tan tweet mediaRebecca Tan tweet mediaRebecca Tan tweet mediaRebecca Tan tweet media
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Wasong
Wasong@Vincentnls·
@FattyNatsu Not hard to meet if you live there. First year might be tough so, as you need to go in personn in the office and tax officer are retarded. After you can do online + CHATGPT
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FattyNatsu
FattyNatsu@FattyNatsu·
Low or no personal income tax in Thailand? Enjoy it while it lasts 🇹🇭 → GDP growth: ~2% and slowing → Births: lowest in 70 years → Public debt: 65% of GDP and climbing. The ceiling is 70%. → 1 in 5 Thais is already 60 or older → Tax revenue: 17% of GDP vs 34% OECD average → 90% of workers currently pay zero income tax Low GDP growth. Shrinking workforce. More retirees. Rising debt. Two primary levers left: - Grow the economy - Raise more tax revenue The OECD answer (Economic Surveys: Thailand 2025, Dec 2025): "The scope for additional spending while remaining within public debt rules is being exhausted. Thailand has ample scope for increases in tax revenues, raising VAT, lowering income tax thresholds. High thresholds mean around 90% of the labor force do not pay personal income tax" The 90% who currently pay nothing? They are likely next. And this isn't even about enforcing taxes on those who already should be paying. That's a separate problem they haven't solved yet but are working on. Plan accordingly.
FattyNatsu tweet media
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Wasong
Wasong@Vincentnls·
I just put my money where my mouth is on @Polymarket. Trade against me: #JYSncGD" target="_blank" rel="nofollow noopener">polymarket.com/share/eyJwcm94…
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Wasong
Wasong@Vincentnls·
@FattyNatsu Less than 48 hours, locked in a Scam center
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FattyNatsu
FattyNatsu@FattyNatsu·
Less than 24h in Cambodia 🇰🇭 Already have a USD bank account with a Visa card
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Wasong
Wasong@Vincentnls·
@CoinPoker_OFF Account put 'dormant', fund disappeared Impossible to get transfer history from software or support
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Wasong
Wasong@Vincentnls·
@Kacper_PK_CH Just put $CCJ earnings into ChatGPT. That looks bullish
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Kacper Piotr Kaminski
Kacper Piotr Kaminski@Kacper_PK_CH·
$URA options I really, really wish someone told me this when I was starting. When you enter options trade, it has to be conceivable / probable. Then set your stop level, and sit on your ass, and under any circumstances, do not sell when we are in an uptrend. That's it. It is really so simple. 90% is your actions.
Kacper Piotr Kaminski tweet media
Kacper Piotr Kaminski@Kacper_PK_CH

$URNM trade We've reclaimed uptrend here, if we hold today then I'll add back the 1/2 that I sold earlier, no hesitation (hopefully), just execution. I'm also interested in $URA calls. In case of breakout it could just keep going, July $60/$65 bull spread has contained risk. July $65 Call for fastest reaction.

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Car
Car@CarOnPolymarket·
$200 to the person who predicts the correct score
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Wasong@Vincentnls·
@michaelsikand At the end you'll aways need energy to make it work. Long $U.UN
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Michael Sikand 🦑
Michael Sikand 🦑@michaelsikand·
You have to put $100K into the top stocks in one theme. Then you can teleport to 2030 to withdraw. The optics connecting the GPUs. The memory making them useful. The rare earth dirt they need to run on. What's your move playboy?
Michael Sikand 🦑 tweet media
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Elton Ma
Elton Ma@Eltonma·
I have been playing on polymarket for almost 2 years. Today is the day I feel most angry about polymarket team. The ghost fill problem is getting much worse and those bastards are doing 50k resting orders both sides. I am getting 3% rewards on markets I suppose to get 50+%. The team said they would ban all those accounts but I think they are doing some lousy job. It is very easy to ban them. Just track big accounts like me or domah etc, check their backend you see failed transactions then you know which accounts are at fault. Check their ip and linked accounts and ban them all. It is easy. I was doing Amazon 20 years ago, Jeff Bezos know how to ban those Chinese cheaters. I don’t get it why poly is not doing things. The whole order book look like shit now. For 2 years I never requests anything from polymarket but I just think the did too bad this time the whole upgrade was not planned well. And as the #1 lp farmer by far. I suggest that poly should kinda compensate all lp farmer that are still doing lp after the upgrade till Monday’s permanent fix is deployed. (And I kinda skeptical if that upgrade really works) At least pay them a few times more based on their pro rata share of the rewards earned. And perhaps give me one polymarket necklace that identical to Paul Logan’s that sold to Pawn Star Rick’s at $30k (well this part is a joke but maybe Shayne should really consider it) This is so bad that even I as a lp farmer that keeps on farming for 650+ days thinking about quit farming. And it seems to me that if those bastards made like 100k accounts before Monday they might still can keep on doing that? I really hope the team can seriously address this issue. @shayne_coplan @_kanarazu_ @Polymarket @mustafap0ly
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Korea Value Hunter
Korea Value Hunter@koreavaluehunt·
Interactive Brokers just allowed trading on Korean stocks for the first time in history. Korean stocks are dirt cheap, bombed out and completely undervalued and overlooked. I am going to find the best ones and invest in them. Follow along if you want cheap Korean stocks.
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Car
Car@CarOnPolymarket·
$500 to the person who predicts the correct score
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Wasong
Wasong@Vincentnls·
@crypto_condom $DNN doesn't seem too bad $UUUU as mix play uranium / rare earth $URG ? And then I think we should not skip some Chinese exposure : 1164 / 1816 / 003816 / 2302
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Wasong@Vincentnls·
@crypto_condom What's your holdings ? At the moment I think holding spot uranium U.UN is the best play, underproduction, consumption going up, cost of mining going up. Not enough mines going into production soon. China building more reactors (39) and some are getting on grid already (4?)
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CryptoCondom
CryptoCondom@crypto_condom·
You dont own enough uranium exposure. I've been accumulating uranium stocks since 2024 and *I* dont own enough. TLDR: The uranium structural supply shortage is real, nuclear growth is a foregone conclusion and is prices are going to continue to climb in the years ahead.
Office of Nuclear Energy | US Department of Energy@GovNuclear

BREAKING: @ENERGY is deploying the Defense Production Act to ensure that the U.S. will have the nuclear fuel it needs to power the reactors of today and tomorrow. Representatives from 90+ companies have signed up to help secure our nuclear fuel supply chain. Learn more: energy.gov/ne/articles/de…

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Wasong
Wasong@Vincentnls·
@crypto_condom My biggest positions are U.UN and $KAP because it's really cheap compared to the other miners. The Geopolitical risk is minor there, India and China have no problem buying from them I have hard time buying anything in the US, at least at the current prices :
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Wasong
Wasong@Vincentnls·
@JuanSanchez0x0 Did the pyramids during Covid, Found a cheap (10$/night) rooftop guesthouse with pyramid view from my bed and 5 minutes walk to them. Museum was amazing too Everything else is was awful, hot, dusty, egyptians are all trying to scam you and look inbred
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Wasong
Wasong@Vincentnls·
@gotrice2024 Egypt, Cairo espicially is a shithole.
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SonnyBoy🇺🇸
SonnyBoy🇺🇸@gotrice2024·
This man called for an Uber to take him to the airport while traveling in Egypt. The price was 250 Egyptian pounds whose is about $4.83 cents. The driver stops in the middle of the highway and now is demanding instead of the amount that was agreed on, that he wanted $250 USD instead of Egyptian pounds. The driver is still refusing to drive, the problem is if the man gets out, the driver will more than likely take off and steal his luggage as well. Paying him more isn’t an option either because at this point he’s almost holding you hostage because he knows you don’t have many options, what would you do in this scenario?
SonnyBoy🇺🇸@gotrice2024

This man was walking to the stadium when a man walked up to him and tied a “free” home made bracelet around his wrist for a festival that’s coming to town. After he does that he asks for a donation of 25 euros to help support Africa. When the man says he didn’t have any cash on him, the man the pulls his phone out and tells him to enter his info for a card donation payment. Should the man have just refused the bracelet, would you have given him 25 euros to help support Africa?

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Wasong
Wasong@Vincentnls·
Adding on $U.UN and $KAP here China economic results are better than expected More nuclear plants are being build and some already operating (39, prev 30) Wordwile supply of uranium is limited and unsufficient Iran conflict is strenghning Nuclear narrative
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