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Panke

@AsterGod

Btc, Link , Aster , Tesla maxi. @ASTER_DEX Ambassador Teaching Millions Ai on Panke

Katılım Şubat 2017
6.2K Takip Edilen8.2K Takipçiler
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Panke
Panke@AsterGod·
I'm not an engineer. I'm a trader who realized AI is the most important technological shift of our lifetime and decided to learn by doing instead of watching from the sidelines. If you're thinking about starting but don't know where to begin, you're in the right place. I'm building the course I wish existed when I started. If you want to contribute to Aster L1 , now is the time to start panke.app $ASTER
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Panke
Panke@AsterGod·
i lost money before i made money. nobody talks about that part. my first year was a masterclass in what not to do. overtrading, FOMO entries, revenge trades. the losses taught me more than any course could. embrace the L. not financial advice but $ASTER
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Panke
Panke@AsterGod·
The quiet part of building with Al that nobody mentions:..you hit a point where the tools stop being the bottleneck. first few weeks: all the friction is technical. figuring out prompts, finding what works, understanding model behavior. every gain comes from learning the tools better. then something shifts. the tools are fine. they do what you ask. the bottleneck is now whether you know what to ask for. that's a different problem. not a prompting problem. a thinking problem. Al just made it impossible to hide behind "i don't have the right tools." most people treat that moment as more Al to learn. i treated it as a signal to close the laptop and think first.
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Panke
Panke@AsterGod·
Al isn't going away, crypto isn't going away, and when they merge the market cap will make today's prices look like a rounding error. Patient wins $ASTER
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Panke
Panke@AsterGod·
the consensus is always wrong at extremes. right now? the market rewards patience, not panic $ASTER
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Panke@AsterGod·
@mrfundman retard Robotaxi is literally at an inflection point Just like model 3 being sold profitably in 2018
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mr fundman
mr fundman@mrfundman·
Said the guy who’s average on $TSLA probably less than $20. So sorry Omar I’m just trying to find a better entry after holding for a while with no returns and SpaceX ipo on the horizon .. I hope you don’t mind. 😔 don’t be harsh on us we don’t have to worship a stock we are in this to also make some money and some of us not that rich to hold a stock for years with no returns.
Whole Mars Catalog@wholemars

Many $TSLA retail shareholders have become total pussies

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Panke
Panke@AsterGod·
@wholemars There is a whole group of people fudding it , because they want to buy back in at 200$ lol
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Whole Mars Catalog
Whole Mars Catalog@wholemars·
Many $TSLA retail shareholders have become total pussies
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Panke
Panke@AsterGod·
@Shilllin People started doxing themselves and became gay
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Alex 🥷
Alex 🥷@Shilllin·
There was a time when Crypto Twitter didn’t feel like an app, it felt like being early to history Alpha was shared and useful… It was chaotic and alive in a way that’s hard to explain unless you were there If you experienced it, you know… it was like an online culture never seen before Now? The signal’s diluted. The timelines feel sloppy. All the content is just stolen and reposted for views. And that raw, electric energy that once pulled you in for hours… it’s fading. Maybe that era really is over. Maybe it doesn’t come back the same way. The real question is… where does it go next?
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Dustin
Dustin@r0ck3t23·
Jensen Huang just replaced the most important metric in global economics. Not trade volume. Not oil output. Not manufacturing. Compute. Huang: “Compute equals GDP. I know that for certain.” He did not say probably. He said certain. If your nation does not produce compute, it does not produce intelligence. If it does not produce intelligence, it does not produce revenue. Two links in the chain. Miss one and the whole thing breaks. Huang: “Not one country in the future will say, ‘Guess what, we’re gonna opt out on intelligence.’” Because opting out of compute is not a strategic decision. It is an extinction schedule. Every country that does not build its own inference capacity becomes a tenant in someone else’s infrastructure. Not an ally. Not a partner. A dependent. And dependents do not negotiate terms. They accept them. But this is not just a story about nations. Huang: “The entire software industry will be token-driven.” Every product. Every platform. Every service you touch. The entire business model of software is about to be measured in tokens consumed. Not seats sold. Not licenses renewed. Tokens burned. Software used to be a thing you bought. Now it is a thing that thinks. And thinking costs compute. Every query. Every action. Every decision the machine makes on your behalf. The meter is always running. Huang: “The entire internet industry could take 100% of their CapEx and make it AI because it’s better.” Not ten percent. Not a pilot program. One hundred percent. The moment any internet service rebuilds itself on generative intelligence, it outperforms every version that came before it. Search. Ads. Recommendation. Infrastructure. All of it. Better on contact. CapEx follows. All of it. Trillions moving in one direction with no offramp. The companies still budgeting AI as a line item are telling you exactly how much they understand. AI is not the line item. AI is the budget. The global economy is being re-denominated in a currency most people have not even heard of yet. Tokens. Whoever controls the supply of that currency is not playing in the new economy. They are the house. And the house does not lose.
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Panke
Panke@AsterGod·
one thing 36 days of building AI agents taught me: the best investment is in your own learning. $ASTER
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Panke
Panke@AsterGod·
@scaling01 Idiots who never touched a rocket giving their opinion lol
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Panke
Panke@AsterGod·
Bitcoin back to 68k and people are losing their minds lol. This is literally nothing $ASTER
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Gary Black
Gary Black@garyblack00·
For $TSLA bulls excited by a potential TSLA/SpaceX merger: If TSLA with a 100x EV/EBITDA and $1.5T market cap buys SpaceX with a 200x EV/EBITDA and $1.5T market cap, the dilution math suggests a 20-25% reduction in TSLA value. Math: - TSLA issues $1.5T new equity for $1.5T SpaceX equity. - TSLA EBITDA of $15B/year combines with SpaceX EBITDA of $7.5B/year. - Combined entity now has $3.0T Equity and $22.5B EBITDA. TSLA has $30B net cash which is insignificant to this analysis. - Because stocks post-merger generally trade at the lowest common multiple and SpaceX future cash flows are highly uncertain, post merger TSLA/SpaceX should trade at a 100x EV/EBITDA so $2.25T. That’s a reduction of $750 billion in value (100 point multiple change x $7.5B EBITDA purchased = $750B) = 25% reduction. - The 25% value reduction is commonly referred to as a “conglomerate discount” since stocks trading separately on their own multiples and growth prospects almost always trade at higher multiples vs two companies merged together where the lowest common multiple generally prevails. - In my 30 years as a professional investor I have rarely seen post-merger companies trade at “blended multiples” based on the underlying companies’ respective multiples and growth prospects. - Financial history is littered with examples where unrelated companies with different multiples and growth prospects were merged together and the lowest common multiple won out (e.g. RJR/Nabisco, GE, ITT, Gulf & Western, Time Warner, Sara Lee, Fortune Brands, several others). - On the other hand, if SpaceX buys TSLA that could result in short term gains for TSLA shareholders but expect TSLA investors who bought TSLA for its upside in EVs, autonomy, and robots and who now own SpaceX stock to sell their shares post merger. - There can only be one multiple for a stock. With conglomerates, the least common multiple generally prevails. The notable exception to this rule has been Berkshire, because of the Warren Buffett premium that attaches to the company purchased. In short, a TSLA/SpaceX merger is a solution looking for a problem. It’s dilutive for $TSLA shareholders and so unlikely to happen.
Sawyer Merritt@SawyerMerritt

A Tesla and SpaceX merger feels inevitable at this point.

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DUXX
DUXX@duxxTales·
@Spaxter_Chad @AsterGod @Aster_DEX Most don’t allow you to unstake so the fact they allow you too with the penalty is one of the only bullish parts of the staking for me
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Panke
Panke@AsterGod·
Let me tell you what to REALLY expect from staking on @Aster_DEX , so you don't get mad after 1-2 weeks when the APY numbers go down a lot. I have been in this space doing DEFI shit for over 9 years so I know what will happen. So read this to temper your expectations. I like to tell the cold hard facts instead of bullposting like a paid shill. First the bad news: 1. The apy % you see now is all inflated. Commission is still set at 0%, validators don't work for free, it costs money so expect this number to go up which will lead to lower APY. 2. Approx 10 mill aster staked on the most popular validator = approx 7 mill usd Total staked around 45 mill aster = around 32 mill usd. Circulating mcap is approx 1.7 BILL. 32 vs vs 1.7 bill is tiny , not even 2%. Excpect a 30-50% cut of your current projected APY % for every double up in total aster staked. 3. There will be secondary markets to RESTAKE your VEaster or even SELL it before the maturity date of your term. This means there is a way to get out of your positions with a smaller penalty than the ASTER hardcoded 60%. There will be a new market fot this. Now the good news: Rewards are paid in $ASTER , this is a deflationary asset and on the long run it will be worth more IF aster becomes the onchain BNB. We all believe this will happen so the APY shown is irrelevant for most part. As long as the underlying asset , team of it executes well and tokenization becomes the future, none of it matters. The staking + penalty can actually diamond hand you through it.
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