Drowsy Morning

139 posts

Drowsy Morning

Drowsy Morning

@forgetscode

65 degrees sinusoidal

here but not here Katılım Ocak 2022
200 Takip Edilen29 Takipçiler
Basketball BlaBlaBla
@thepres1dent @LewisPike_ @PlayoffDude Sure but its a wasted season regardless. This is how it works. Look at Nuggets, two of their contending years gone because of Jamal injury, now one gone because of Gordon injury. You dont get these years back because you were unlucky. You're just unlucky and waste a prime season
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Drowsy Morning
Drowsy Morning@forgetscode·
@0x_Kun @TradingThomas3 If I sell something and it goes up 50% I don't expect people to say that was a good move. Having a good history of moves doesn't mean 0 mistakes. Holding that much USD isn't a decades play either. It feels like not being able to admit KD isn't 2016 KD. Still good not the same.
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Kun
Kun@0x_Kun·
That’s fine he missed tech too His done fine The dudes one of the richest in the world an it late 90s I don’t understand the judgment on him as if he hasn’t proved himself by now If you missed it and thats your own opportunity cost missed that’s one thing - to say buffet is wrong for doing what his done is hard to say His idea of long term is decades not years. Most on X is trading not investing
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TT3
TT3@TradingThomas3·
Buffett continues to hoard cash through one of the biggest bull runs last few years and combined that with inflation spikes. Might be time for the old man to call it.
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Drowsy Morning
Drowsy Morning@forgetscode·
@0x_Kun @TradingThomas3 And that is not an infallible strategy and it is being heavily outperformed at the moment. It's unlikely the percentage returns of what he will eventually do will match anywhere near what AI infrastructure has already returned for investors. Missed asynchronous opportunity.
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Kun
Kun@0x_Kun·
He doesn’t operate on yearly time horizons nor does he invest in things outside his circle of competence An he has a company his not just in cash He is nothing like retail sitting on cash By this argument he did badly every other time he was in cash to but that’s not the case IDC if he has cash or not you got to see how he operates and understand the process he operates by not overlay one’s own trading mindset or short term thinking onto him
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Drowsy Morning
Drowsy Morning@forgetscode·
@0x_Kun @TradingThomas3 That doesn't change the fact that he did not perform well relative to the conditions. He, like me, sat on cash and completey missed the AI bubble that has been going on waiting for something that still hasn't happened. It's just being wrong.
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Kun
Kun@0x_Kun·
Buffet doesn’t time the market based on macro He buys and sells valuations based on individual businesses An his retired basically aswell This constant buffet sitting on cash thing to mean something other than he can’t find what he considers value is taken out of context I know there’s lots of things to do and learn but if considering his one of the best to do it and watch a few of his full length interviews or speaking people would know this is not how he thinks
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Killa
Killa@KillaXBT·
If we look at how $BTC typically performs in Q2 during a bear market, the pattern is fairly consistent. May tends to be mixed, but in the last 2 bear cycles it actually performed quite badly. The key factor isn’t just May itself, it’s the reaction that follows and how BTC behaves going into Q3. With May and June often being relatively slow, August and September have historically been the weakest months in bear markets, frequently retracing most, if not all, of the prior Q2 upside moves. That’s why I prefer to position myself as a buyer during August and September. As stated previously.
Killa tweet media
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vee
vee@evilcoworker·
@chaumian solana hoodie dead giveaway
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uɐɓo˥🧸
uɐɓo˥🧸@luziddaze·
@IQfor3 I mean he moved his pivot foot, so it could’ve been a travel anyway
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Teg🚨
Teg🚨@IQfor3·
😐
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👑🐐
👑🐐@LukaToBron·
Laker player grades tonight: LeBron: B Ayton: C+ Kennard: B+ Smart: A LaRavia: D Rui: B- Vando: B- Hayes: B- Thoughts?
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Drowsy Morning
Drowsy Morning@forgetscode·
@R89Capital It was supposed to be more secure. Turns out paying the government for security is more secure.
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Rex
Rex@R89Capital·
Nobody actually wants decentralized finance
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Drowsy Morning
Drowsy Morning@forgetscode·
@HussleManeX @KillaXBT At some point you should just sit on your hands if you're actually investing. Leveraging the house and your company to continually buy is gambling.
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Hussle Mane
Hussle Mane@HussleManeX·
@KillaXBT If he was selling, he’d be bad, but since he’s buying more, he’s bad… Ok got it
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⟠Palis⟠🐍
⟠Palis⟠🐍@palis·
@thokani I made swaps for $.10 today and sent 50 NFTs in a single transaction today for $7
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⟠Palis⟠🐍
⟠Palis⟠🐍@palis·
Solana was the retail chain last cycle because Ethereum gas was too expensive. That problem has been largely fixed for ETH gas. But Ethereum super users mainly sat out of onchain games this last cycle. Definitely down bad because of ETH weakness, but didn’t have Trump/Melania/Libra, didn’t have billions in fees taken, didn’t gamble away every penny like majority of Solana onchain. Solana onchain is a different magnitude of down bad right now One weekend showcasing Ethereum onchain still has big money patiently sitting dormant, waiting for opportunities. I think both Ethereum and Solana can be retail chains again, but rn Ethereum looks way healthier Also very important point: as passive yield and DeFi looks less attractive on Ethereum, active self-custody speculation may become more attractive again
⟠Palis⟠🐍 tweet media⟠Palis⟠🐍 tweet media
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Drowsy Morning
Drowsy Morning@forgetscode·
@ezcontra That controversy was partly real. If you turned extended thinking on reasoning effort dropped to 25%. Just ask Claude yourself. If you turn it off again it goes back to 85%. So in some cases it was dumber intentionally to reduce usage limits.
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contra
contra@ezcontra·
no, claude hasn’t gotten worse. You’re just jumping ship because some dude on Twitter with a following said it did
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contra
contra@ezcontra·
It’s funny watching tech bros bandwagon a different AI model every couple of months
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gainzy
gainzy@gainzy222·
This is gonna be pretty funny Poor people will correctly vote “no” to freezing wallets And rich people will be forced to offload all of their bitcoin in response, nuking the entire industry in a firesale There is no way to avoid this
Bitcoin Archive@BitcoinArchive

Cypherpunk Jameson Lopp and other Bitcoin developers propose BIP-361 to freeze quantum vulnerable wallets. This could lock dormant BTC like Satoshi Nakamoto’s 1.1M coins, now worth $74B, before quantum computers can steal them.

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Professional
Professional@Birdsnatcher123·
@forgetscode @AnimexTwts The idea is despite dying 15 times they’re focusing all their efforts on how they can win the next time. Thats how you improve. No they will not win this game, but they might win the next one. They’ll come out of it a better player.
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Anime Tweets
Anime Tweets@AnimexTwts·
2 types of gamers:
Anime Tweets tweet media
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