Flow Vigilante
55 posts

Flow Vigilante
@flowvigilante
markets connaisseur | wine enjoyer🍷
Katılım Ekim 2024
153 Takip Edilen45 Takipçiler
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@pennycheck She didn’t buy at the open, she probably got an IPO allocation
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@LogicalThesis She didn’t buy at the open, she probably got an IPO allocation
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See here's the thing
People think Cathie is the clown
But there are people invested in her funds keeping her in business
Those are the real clowns. She's just meeting existing demand.
Ariel Hernandez@RealSimpleAriel
You can’t make this up. Cathy buying $CBRS on DAY 1. Have we ever seen someone worse at their job than her?This is exactly why $ARKK ETF has been a complete disaster. @CathieDWood has failed her investors. But the bigger idiots are the ones who leave money in that ETF.
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$GME
Everyone always saying how smart Ryan Cohen is I think is laughable
56 billion 🤦♂️ ($EBAY)
For 5 billion he could have an AI driven market place and have people have the option to bring “Their Items” they want to sell into physical stores and then they simultaneously go up on the web and Save 52 billion that would dilute shareholders from here to kingdom come
They could become the single biggest “E - Pawn Shop” in the world
And a hundred other ideas…
But I digress
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Pleased to announce I will be buying a Global 6500 in a 50/50 cash and stock transaction.
Exec Sum@exec_sum
BREAKING: Andrew Ross Sorkin challenges GameStop CEO Ryan Cohen on how the company plans to finance the $56B eBay acquisition, claiming the math doesn’t add up. Cohen appears unamused by the questions and simply says 50/50 cash and stock.
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@WOLF_Financial Short $EBAY Ryan Cohen is doing what he knows best: pulling liquidity from retail and redirecting it into his own pocket. This deal is never going to happen
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GAMESTOP $GME CEO RYAN COHEN JUST WENT ON CNBC TO ANNOUNCE A $56 BILLION OFFER FOR EBAY $EBAY AND COULD NOT EXPLAIN HOW HE WOULD FUND IT
The exchange with CNBC anchors Andrew Ross Sorkin and Melissa Lee:
Sorkin: "The market cap of GameStop is, call it $11 billion. You have $9 billion on your balance sheet. You have this letter from TD, that's another $20 billion. We're now at $40 billion, but we're still off by call it $16 billion."
Cohen: "Half cash, half stock."
Sorkin: "I hear you, I'm just saying that math doesn't get you to the price that you're offering. Where is the rest of the money coming from?"
Cohen: "I don't understand your question. We're offering half cash, half stock and we have the ability to issue stock in order to get the deal done."
The structure of the offer:
• Total deal value: $56 billion
• 50% cash, 50% stock
• Confirmed financing: ~$40 billion ($11B GameStop market cap + $9B GameStop balance sheet cash + $20B TD "highly confident" letter, which is not locked financing)
• Funding gap: ~$16 billion, to be covered by issuing additional GameStop stock
Cohen's vision for the combined entity:
"There's an opportunity to build a much larger business, to make the business much more efficient, and to accelerate revenue growth. eBay is a very strong business, but it could be in a much stronger position. It could be a much larger business than what it currently is."
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@WarMonitor3 Switzerland 🇨🇭 Safety, high salaries, neutrality, clean cities, world-class nature, reliable trains, great healthcare, strong economy, chocolate, cheese, and a quality of life that speaks for itself
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My net worth peaked at $1.2 million.
None of it was real.
I don't mean that philosophically. I mean it was located on servers that have since been turned off.
I own eleven properties in the metaverse. Three in Decentraland. Four in The Sandbox. Two in Voxels. One in Otherside. And a beachfront villa in Horizon Worlds that I bought for $214,000 because Mark Zuckerberg called it "the next frontier."
The frontier closed last week.
It's a mobile app now.
Last year I mass DM'd 340 people the phrase "you don't understand how early we are." I have since stopped doing that. Not because I was wrong. Because most of them blocked me.
I got into metaverse real estate in November 2021. Everyone was buying. Someone paid $450,000 to be Snoop Dogg's neighbor. In a video game. With no legs.
The avatars didn't have legs.
I thought that was bullish. "The legs are coming," I told my Discord. "Legs are a roadmap item." Three hundred people reacted with rocket emojis.
I called myself a "digital land baron."
I put it in my Twitter bio.
I put it in my LinkedIn headline.
I said it on a podcast that had eleven listeners. Three of them were bots. The rest were my alts.
My virtual property has more square footage than my actual apartment.
My actual apartment has furniture.
Location, location, location.
My most valuable asset was a plot next to a virtual Gucci store. Gucci left in 2023. The store is still there. Nobody's in it. It's like a mall in Ohio but with worse graphics and no food court.
I held.
Diamond hands.
That's what we said. "Diamond hands." It means refusing to sell while your investment loses 94% of its value. We turned financial paralysis into a personality trait.
A guy in my Discord paid $2.4 million for a 618-parcel estate in Decentraland. Prime district. High foot traffic. I asked him what "foot traffic" meant when the platform had 38 daily active users.
He said I didn't understand the technology.
I didn't.
I still bought more.
We had a DAO. A decentralized autonomous organization. That means we voted on decisions. There were nine of us. Three never showed up. Two voted on everything without reading it. The other four were me and my alts.
We voted to "acquire strategic parcels."
The vote passed unanimously.
I voted four times.
My portfolio peaked at $1.2 million. I told everyone. I made a spreadsheet. I projected 40x returns by 2025. I made a pitch deck. The pitch deck had a slide that said "WE ARE BUILDING THE DIGITAL ECONOMY."
The slide had a rocket emoji.
That was my entire financial model.
In 2023 I bought a Bored Ape for $189,000.
It's worth $14,000 now.
I don't talk about the Ape.
I still use it as my profile picture. People ask me about it. I say "I'm long-term bullish." Long-term bullish means I can't sell it without crying in a Panera.
My mom asked me what a Bored Ape was.
I said "digital art on the blockchain."
She asked why it cost more than her car.
I said "you don't understand Web3."
She said "I understand you live in a studio apartment."
She's not in my Discord.
Justin Bieber bought one for $1.3 million.
It's worth about $90,000 now.
I felt better about mine after I heard that.
That's community.
WAGMI. We're All Gonna Make It. We said that every day. In the group chat. While the floor dropped. While the volume dried up. While 95% of all NFT collections went to zero.
We're all gonna make it.
None of us made it.
But we said it with conviction and a laser-eye profile picture. That counts for something.
It doesn't.
But we said it did. That's decentralized consensus.
Meta spent $84 billion on the metaverse.
I need to say that again.
$84 billion.
More than the GDP of Luxembourg. More than the GDP of Iceland, Luxembourg, and Malta combined. They spent it on a platform where the avatars had no legs, the graphics looked like a 2006 Wii game, and the peak user count was lower than the lunch rush at a Chipotle in Des Moines.
They just pulled Horizon Worlds from VR headsets.
It lives on as a mobile app.
My beachfront villa is now a mobile app.
Location, location, location.
Zuckerberg renamed the entire company for this. Facebook became Meta. A $900 billion company changed its legal name because the CEO watched Ready Player One and said "I want that."
Reality Labs lost $10 billion in 2021. $14 billion in 2022. $16 billion in 2023. $18 billion in 2024. $19 billion in 2025.
That's not a strategy. That's a speedrun.
They laid off 1,500 Reality Labs employees this year. Shut down three VR studios. Killed Supernatural. Put the entire VR social vision in a casket and said "we're pivoting to AI and wearables."
The pivot took four years and $84 billion.
I pivoted too.
I'm an AI real estate investor now.
I bought a virtual plot in an AI-generated world that doesn't exist yet. The founder said it was "the intersection of spatial computing and large language models."
I don't know what that means.
I gave him $40,000.
He has a whitepaper. It's 47 pages. I read the title and the tokenomics section. The tokenomics section is a pie chart. I love pie charts. They make everything look like a plan.
The project has a roadmap. Q1: "Build community." Q2: "Launch beta." Q3: "Scale ecosystem." Q4 is blank.
Q4 is always blank.
That's where the exit scam goes.
My accountant asked me to value my metaverse portfolio for tax purposes.
I said $1.2 million.
He said "current market value."
I said $6,400.
He stared at me for eleven seconds.
I know because I counted.
He asked if I had any other investments.
I showed him my NFTs.
He stared for longer.
I told him they were "cultural artifacts with long-term provenance."
He asked if I'd considered a 401k.
I told him a 401k was "legacy finance."
He told me to leave his office.
The metaverse is dead.
I don't accept that.
I am a digital land baron. I own eleven properties across four platforms. I have a beachfront villa in a mobile app, a plot next to an empty Gucci store, and a cartoon monkey that cost me more than my actual car.
Location, location, location.
The location is nowhere.
But I'm early.
I'm always early.
That's the same as being wrong except you get to say it with confidence.
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