Fintwit Crypto 🚀🛸

@BahamaBen9 #Bitcoin In retrospect, it was obvious.

The power of patience; By 2017, it was obvious that electric vehicles would "one day" become mainstream. Staying the course, ignoring the FUD & holding onto the leader in the space (Tesla) made normal people millionaires. What's the next big secular change?

@JerryCap @borrowed_ideas @bradsling Right move IMO, as NFTs is just software, that's what $SHOP is good at. SFN is a ton of CapEx, messy world of physical stuff & humans. It's just too hard. Might be smart to give up before wasting too much $.

@borrowed_ideas @bradsling $SHOP NFT Launch looking a little Day 2 vs working on SFN

As fintwit seems increasingly gullible to "Day 2" narrative, @bradsling provides some interesting context here "these real-world engineering problems are not for the weak at heart, and there may be only a vanishingly small number of rare entrepreneurs capable of taking them on."

@benedictevans "It is difficult to get a man to understand something, when his salary depends on his not understanding it."

@marcelolima This is cool & scary at the same time. Not long before everyone is filming everyone else all the time.

Facebook’s RayBan Stories: The fact that you can select different color lenses, frames, and add prescription to the sunglasses, makes this very attractive. Price is smart, too. Good first step towards AR glasses. $FB

Great call, great results, CEO said "fucking" twice on the call 😃 - bullish on $SRNG -> $DNA

@AdmiralRisky Doubtful about this analyst. Her two previous Buy picks look to be down a lot.

Any $BZUN investors seen this report or know what this analyst is suddenly viewing as a "negative"? I know they just got further investment from $BABA's Cainiao two days ago.

@jeremymday $CFP 🇨🇦🌲: TTM P/E=7, +17% revenue & +307% net income in 2020 Lumber is going through the roof! 😃

Very bullish 🐂 on home building. Check out the home building 🏠 ETF $ITB Top holdings $DHI $LEN $NVR $PHM $LOW $HD Home sales will keep pushing higher. $Z $RDFN $OPEN $EXPI What's your favorite home building related stock?

@ElonsWorld China might let Tesla run wild for a few years, while local companies catch up (steal tech). Self-driving cars with cameras are incredible for controlling people, so CCP will ask Elon for more & more "help". Eventually he'd have to say no & leave China.

@ElonsWorld Apple marketshare in China is 8% and declining

@ElonsWorld Which foreign company was allowed to dominate Chinese market for a long time?

@aadhansen Good for $U! $FB got 3 out of top 10...

@EricBalchunas Why $JD?? They should buy $GME - I heard it's going to the moon! 🚀🌕😂

Here is early look at the Top 10 holdings of $ARKX, which is launching tomorrow. Interesting, it only shares 2/10 with both $UFO and $ROKT. Classic gotta look under the hood situation.

@fatbabyfunds @elonmusk should take over Twitter. He proved that he can run multiple successful/innovating companies. He is good at Twitter/memes too. Sorry, don't have same trust in @jack. He says the right things and means well but that's not enough.

@fatbabyfunds Good predictions! My take: in the next 10 years: #Bitcoin hits (at least) $10M $TSLA will be the first company to reach $10T Each of FAANG+M (and each of "FAANG" of China) is at least $1T, at least 3 of them hit $5T+

@fatbabyfunds @gannonbreslin CCP occasionally pretends to protect people from big tech, but they need that same big tech to control those same people. Long 🇨🇳, big tech & $BABA

**When I constantly shouted about the political risk of investing in $BABA and people gave me so much hell for it**

@_SeanDavid Pretty sure the list of companies not building their data centers is much longer.

We are headed to a hybrid computing world. Companies building and managing their own data centers. 👇🏼 Roblox Cloudflare Pubmatic Fastly Facebook Apple

@charliebilello @ycharts If the trend continues, #Bitcoin will be the best performing asset class this year! And the worst performing next year. 😂

Asset Class Returns over the Last 10 Years... Data via @ycharts

@parth_ir @nishant_42 How do you expect $FVRR to do in 3+ years? I think there has to be some target, otherwise - why hold it? E.g. I hold stocks that I expect ~2x in 3 years, 5x-10x in 5-10 years.

@b1tco @nishant_42 I likely won't do price targets because I think they are pointless as my write-ups will be focused on companies that I plan to hold for 3+ years at least. Plus, my modeling/valuation skills are mediocre at best. 😅 Will discuss relative valuations though.