desync
1.5K posts
desync
@_Manuel_L_
Crypto: $DOT and $TRAC Stocks: $LMND
Austria Katılım Ocak 2017
282 Takip Edilen253 Takipçiler
Appreciate we shouldn't read too much into AH with low volume, but something v weird is going on... 🤔
News incoming?
Don't trade on this btw. We've seen crazy movements/ reversals.
More shenanigans or graphical glitches?
I'm not trimming either way, personally.
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@SJCapitalInvest @themomentumplay He thinks he cant be wrong because he was right on Tesla and Lemonade.
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desync retweetledi
Whaat!? $LMND:
52% Gross Loss Ratio!
31% YoY Growth!
Q4 Adj EBTIDA of only -$5M!
Car Loss Ratio of 70%!
Investor Day Coming in November!
🤩
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The time has come.
Parity Technologies@paritytech
Ofc we didn't forget! We did, however, run some tests and ensure the infrastructure and tools developers need are live before shouting. So without further ado... Smart Contracts are now live on @Polkadot Hub. If you’re already building with Solidity, the experience will feel familiar. 1⃣EVM for Ethereum compatibility, Solidity, and easy onboarding. 2⃣PVM (PolkaVM) with RISC-V-based architecture for future performance, efficiency, multi-language support, and advanced use cases.
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$LMND lemonade is offering 50% off per mile rates when fsd is engaged. $TSLA own insurance only goes up to 10%
that means they're betting fsd miles are genuinely half as risky as human miles. they're not hedging. they're pricing it like it's already proven
if the safety data holds up, they print money on those policies. if it doesn't, they're exposed. but it's a bet no other insurer is willing to make right now
Sam Badawi@Sam_Badawi
LEMONADE KEEPS CLIMBING $LMND is up from less than a year ago as the insurance TAM remains ripe for disruption, especially among younger, digital-first customers. The $TSLA partnership helps accelerate this, giving Tesla drivers access to materially lower per-mile pricing tied to FSD. I covered this on last week’s Solid Report. New episode tomorrow at 2:45 PM EST. Full episode below ⤵️
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Insurance is half price when Tesla self-driving is activated, because it increases safety so much
Sawyer Merritt@SawyerMerritt
NEWS: U.S. insurer Lemonade has announced that it will offer a 50% rate cut for drivers of @Tesla vehicles when FSD is steering because it had data showing it reduced accidents. “A car that sees 360 degrees, never gets drowsy, and reacts in milliseconds can’t be compared to a human. Beyond the product announcement today, we’re also announcing our commitment to the Tesla community – the safer FSD software becomes, the more our prices will drop,” said Shai Wininger, co-founder and president at Lemonade.
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Once again, the year's @polkadot roundup is out. Get it while it's hot 🔥🎄 medium.com/polkadot-netwo…
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.@Lemonade_Inc's Q3 2025 results:
Highlights (YoY):
🚀 8th consecutive quarter of accelerating growth
💵 $1.16 Billion top line (IFP +30%, ahead of plan)
🔥 Gross Profit $$ increased +113% to $80m
🔥 Gross Profit Margin at 41%
🔥 2.87 million Customers (+24%)
🔥 Adj. EBITDA loss almost cut in half, now at -$26 million
Also:
✅ Loss Ratio at an all time low: 62%!
✅ Car loss ratio improving fast, now at 76%
✅ Revenue grew by 42% to $195m
✅ Claims LAE at a record <7% (vs. industry average of 9%)
✅ In the last 24 months, claims team headcount shrank, while claim volume increased by >2.5x!
✅ Europe IFP: $51m (+168% Y/Y)
✅ Europe Loss Ratio all time low: 70%
✅ Cash and investments: >$1B and growing
✅ Raised full year 2025 guidance for all metrics
Up next:
⬆️ Starting to capitalize on our AI UW/pricing advantage. With Loss Ratio hitting our lowest levels ever, we can now turn it into a lever rather than a target, lowering costs and achieving price leadership. We’ll share more about this exciting new capability in our earnings call today.
⬆️ Continued focus on agentic automation of… everything. On the claims side, we expect our LAE to continue improving and become global best-in-class in claims efficiency.
⬆️ Expect @lemonade_inc Car growth to continue to accelerate, fueled by TAM expansion from new state launches (Pennsylvania is next) and increased growth spend.
⬆️ On plan to generate positive Adj. EBITDA in Q4 2026
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Polkadot 🔥
None of these Layer 1s have ever had to compete with Parity’s native L1, Polkadot. I’m excited that’s finally changing. ⭕️
3,000 builders has joined the hackathon, asset hub migration today, smart contracts live next month 😎🔥
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@OliverTaleYazdi Polkadot Hub with smart contracts is coming in december right?
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All the pieces for Polkadot 2.0 and the Asset Hub Migration are now in place.
We published referendum 1777 last night expect it to execute on Monday 3rd.
Timeline:
- Monday 3rd: Polkadot 2.0 runtime live 🎉
- Tuesday 4th: Asset Hub Migration succeeds
polkadot.subsquare.io/referenda/1777
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desync retweetledi
We’re starting to roll out direct integration with @Tesla vehicles, removing the need for a UBI device in our Pay Per Mile product. This makes activating Lemonade Car on Teslas effortless and lets us cut hardware and shipping costs, helping lower prices for Tesla drivers even further.
Tesla's API also provides richer and more accurate driving behavior data than traditional UBI devices, enabling us to offer better rewards and discounts for safe driving and FSD usage.
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⭕️If the DOT economic model is changed to this hard pressure version, and the planned reduction in $DOT issuance is set for March 14, 2026, don't you think this timeline is not ideal?
Personally, I believe the most suitable time for the issuance reduction is around the official launch of @Polkadot Hub—either shortly before or after that date.
Because the launch of #Polkadot Hub will usher in an explosion of Polkadot's application ecosystem, and when paired with the reduction in DOT issuance, it can accelerate the rapid development of the Polkadot ecosystem.
PolkaWorld@polkaworld_org
Since the first Treasury burn on June 20, 2020, @Polkadot has burned ~20M DOT over 80 months — about 1.25% of today’s supply. 5 days left before Ref #1692 (Hard Pressure) enters Confirmation. If passed, OpenGov will decide: → How much issuance goes to the Treasury → How much of Treasury gets burned For context (data via Grok, may vary slightly): Ethereum: 6.31M ETH burned since EIP-1559 (≈5.2% of supply) Avalanche: 30–45M AVAX burned (≈4–6% of supply) BNB Chain: 66M BNB burned (≈33% of supply) TRON: 40B TRX burned (≈40% of supply) ⚠️ Note: Different networks have different inflation profiles. But for Polkadot — how much should we burn? 🔥 1️⃣ Keep the current level 2️⃣ Burn 1% of the month-end Revenue Pot balance each month 3️⃣ Burn 10% of the month-end Revenue Pot balance each month 4️⃣ Burn 50% of the month-end Revenue Pot balance each month 🗳️ What’s your vote? Feel free to share other thoughts as well!
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Potential investors in the TikTok deal are getting cold feet, per @CGasparino’s reporting.
Why?
- multiple deal extensions violate the law
- ByteDance minority stake violates the law
- a future DOJ may not protect them from legal liability
Charles Gasparino@CGasparino
SCOOP: Why Trump is starting ‘not to give a crap’ if TikTok goes dark — at least brieflyhttps://nypost.com/2025/08/08/business/why-trump-is-starting-not-to-give-a-crap-if-tiktok-goes-dark-at-least-briefly/
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The most overlooked slide from Gavin Wood's recent presentation. Details to the upcoming proof of personhood app.
We see two different individuality mechanisms at work that show that you are a human:
- in DIM2(?), people play multiple rounds of showing fingers via video chat
- in DIM1, people can choose to have a tattoo. We see a screen indicating the position on the body.
This mechanisms will allow people to prove that they are human on-chain
Alice und Bob@alice_und_bob
@rphmeier Sneak peak
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As of today @Polkadot has
-> Top 12 DEX in all of crypto via Hydration where you can net >25% APR on stables and BTC
-> Undisputed top gaming chain via Mythos housing Pudgy Penguins, NFL, and FIFA mobile games w/ more to come
-> 2 of 10 top rollups on earth by fees generated
-> Decreasing inflation, higher burn rate from core/blockspace sales, and serious discussions on capping supply
-> Best parties in crypto thanks to WebZero
If this sounds bullish, it’s because it is
Fundamentals beget pumpamentals
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The realization over the last two extensions has come home to roost. There is not going to be a purchase of TikTok with the Chinese algorithm. We know that we can't buy the algorithm so we're gonna have to rewrite this whole thing, but while we're doing that, we're gonna try and solve for all the litigation that social media gets all stemming from the fact that the platform owns the data and the customer doesn't. I think we're gonna have to fix that. So our proposal is to fix that and not use the Chinese algorithm.
When you issue a chip, let's say you take an NVIDIA chip, that chip is a queen bee. It sits in the center of the hive and every programmer that uses that chip is the honeybee. It spends millions of hours training on that chip, learning that chip, writing code for that chip and developing AI for that chip. That's the honey. There's only gonna be two kinds of honey on Earth. American or Chinese. Now if you want the world to be running on Chinese honey, stop shipping American queen bee chips, and that is what is happening right now.
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@EmilKietzman @alexdimes7 When will Hub launch on Kusama? I don't think it will launch that fast on Polkadot when it hasn't even launched there.
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The Polkadot Hub is coming in 1-2 months according to Dr Gavin Wood.
Recently @alexdimes7, the Ecosystem Developer Lead at Web3 Foundation presented us a detailed roadmap on the current development.
It's an Ethereum-compatible smart contract platform on Polkadot L1.
A thread🧵
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