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@alex_prompter Guide

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@wseanowen @MatznerJon Because PE is incentivized to deploy!

Every analysis from the “it’s cheaper to rent” crowd I’ve ever seen either fails to account for rents increasing over time, or cherry picks data. If it were generally cheaper to rent, no one could make a profit renting houses. So why is private equity buying up all the single family homes? Can they not do math?

"Because they can do math"

@flackos_gang That’s when I knew🗿🗿

@flackos_gang Honestly what you’re already doing is fine. If ppl can’t read between the lines to see your conviction at different levels, that’s on them. That moment you said you unloaded all your options at ~$390 10 days ago 🤌👌, I immediately followed and mitigated significant losses. Thx🫶

@flackos_gang Do we expect this rip to begin again soon? Saw a chart you put out this morning around a potential multi week consolidation period down to ~$300

@NoExpertFF What tier of player would you try to trade away for Drake London? I have DeVonta, Keenan Allen, George Pickens that I’m thinking I could offer

Fantasy Football players I’m NOT worried about - Jaxon Smith-Njigba - Diontae Johnson - Patrick Mahomes - Drake London - Rome Odunze - Dalton Kincaid - Marvin Harrison - Javonte Williams - Kyler Murray - Dak Prescott - DK Metcalf Potential buy low trade targets.

@ebitdaddy90 @runaway_vol Because fcf yield is often commensurate with risk. Principals need to understand all levers, particularly with something with that low of a fcf multiple

@runaway_vol they ask obscenely detailed questions even at valuations where what you need to underwrrite is just risk/downside. Bruh at a 15-20% fcfe yield why are you obsessing over the plant capacity and optimizing lines to add volume.

working with some private equity guys on a couple deals lately and its SUPER frustrating how these guys work v public mkts. Get bogged down by all sorts of idiotic details that dont matter at certain valuations. must be TONNES of useless work in PE, IB+consulting v2.0

@cfo_mm @MFJones1618 Also curious here. As in seller (CEO) must receive a minimum amount of proceeds through the sale to get them up to a net worth target?

@MFJones1618 Let me see if I can dig out the excel where I modeled it out

I sold a company a while ago and the CEO (I was the CFO) insisted we send out the draft docs with a net working capital and a net worth adjustment. I questioned heavily about the net worth adjustment - never saw that before. The CEO (ex-Fortune 500 CFO) ...

@CasaHODL How can we designate recipients without notifying the recipients until the proper time? Wouldn't want to create the wrong incentives here 👀

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@VoldiemortEth Is there any free tool that’s indexed every scammer/questionable wallet address? With a link/backup to their reported misdeed?

How to destroy your reputation for $18,000: wallet: HHBGNBQEDxsyRTh2FsV3R965niceKaftrusxcmzoTETz Purchase $687 of coin 1 minute before shilling it. Begin selling 5 minutes later for ~$18k net profit. Congrats you did it!

@DailyLoud I saw this play out in 2022’s The Batman

Mackenzie Scott, Jeff Bezos’ ex-wife to donate $640 million to non-profits

@boredinvesting What was the 2yr forward P/E on all these names back in 2015?

Low PE does not mean cheap. Growth is value. $ADBE $AMZN $META $NFLX $PYPL

@Giovann35084111 Can you mathematically model this?

#BTC the only missing piece of the BTC Power Law Theory was the bubbles. Now I think I got what causes them. Here it is: 1. The halving causes a decrease in reward for the miners. This eliminates some weak links in the system and the system needs to respond with an increase in hashing power to adapt to this change otherwise they cannot achieve similar revenues before the halvings. 2. This increase in hashing power brings more security to the system that increases the number of users users=hashrate^1/4 (even if it looks like FOMO, the halvings causes an inflow of new users). 3. Because of the sudden changes this is less of the organic continuous inflow of users that is typical of times when we are in a bubble so the system overshoots and it goes into a bubble type of behavior. 4. Hash rate cannot follow this overshot and it de-couples from the very top of the bubble (hash-rate doesn't follow the most extreme part of the bubble because it takes time to buy new machines, make investment in real estate and infrastructure and so on). 5. The bubble crashes and it goes back to the hard baseline where mining is barely profitable. See figure below basically the red line in the graph. The line represents an economic equilibrium between a system of declining rewards and increasing competition.

@H_Daneel_Olivaw @andyyy @WhalesMarket @eigencloud How would it be “decentralized” if a small group of people (Eigen team) get to decide the tranching arbitrarily? Didn’t Justin Sun put $300m of eth into Eigenlayer across only 2 wallets? Can we assume someone with that capital didn’t do his DD and split the wallet further?

@andyyy @WhalesMarket @eigencloud Points likely to act as dydx system where they had tranches. Per point token distribution is not something eigen would do given its philosophy is decentralization and like 10 to 15% of wallets hold 90% of points

BREAKING: $EIGEN points currently trading at ~$0.15 PER point on @WhalesMarket If @eigencloud launches at $20B+ FDV, this is likely going to be the biggest token distribution in the history of crypto.

Exciting news 🔊 Openfort has integrated with @kroma_network an Optimistic Rollup utilizing zkEVM. This integration provides game developers with: → A scalable and cost-effective environment on Kroma network. → Simplified user onboarding → Improved gaming user experience via account abstraction.

@JJrousseauxx @VonCross_ Sorry about the loss—been there before as well. There’s no need to set an arbitrary 6 month timeline, or an arbitrary $40k amount for yourself. It may feel like a lot to you today, but you’ll make it back over time. Crypto/wealth creation is a marathon, not a sprint.

@VonCross_ Thank you I will have to figure out a way to make the 40k$ that I have lost in the next 6 months, I cant do it with NFTs or crypto rn because of bear market

@SBALenderLyons He found a great deal because he’s a great negotiator. Why should he stop being himself with you?

Had lunch with a customer who is buying a business at 4.1x EBITDA. With 19% down, his cash-on-cash return is at least 65% per year. He's arguing with me for a quarter point on my interest rate.

@NBATopShotThis @OnChainMonkey Cool stuff! !RISE

@Delphi_Digital @solana @RemindMeOfThis in February 2025

Alameda Research has a locked stake of 8.2% of the @solana supply. This 45M $SOL is now in bankruptcy proceedings and has an average unlock of mid-2025.

@FluentInFinance @readwise

Here are 10 MUST-KNOW Microsoft Excel functions: (1) XLOOKUP (2) Sparklines (3) Wildcards (4) Importing PDF data (5) Pivot Tables (6) IF Statements (7) UPPER, LOWER, PROPER (8) TRIM (9) CONVERT (10) Transpose Let's discuss each in detail (with examples):

I've used Microsoft Excel for 15 years working in Finance and these 10 tips will make you an expert & increase your productivity 100X. 📊Don't ever use Excel again without knowing these 10 functions: