Jonathan

327 posts

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Jonathan

Jonathan

@j_elmalem

✍️ Strategy & Analytics @AWScloud • ex-Data Science @Meta

New York, USA Katılım Eylül 2017
760 Takip Edilen310 Takipçiler
Jonathan
Jonathan@j_elmalem·
@coinbase When options and margin that is more competitive than Robinhood?
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Coinbase 🛡️
Coinbase 🛡️@coinbase·
The number of stocks tradable on Coinbase.
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Coinbase 🛡️
Coinbase 🛡️@coinbase·
What has your Coinbase One Card been up to lately? Show us. We're paying very close attention...
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Coinbase 🛡️@coinbase·
Ready to turn everything you buy into Bitcoin? Get up to 4% back with every purchase. Plus, for a limited time get a $50 Bitcoin bonus when you spend $100 on a new Coinbase One Card in the first 30 days. Terms apply.
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The Value Trader
The Value Trader@TheValueTrade·
Could $BTC & $ETH actually be on the move now? What’s your price targets for both?
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Jonathan
Jonathan@j_elmalem·
@CoinbaseDuck They should add Options trading and margin as part of their Stock offerings
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CBduck
CBduck@CoinbaseDuck·
I want more Cb assets. Cb staked sol and cb staked hype. LFG?
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Jonathan
Jonathan@j_elmalem·
@vladtenev Have you considered increasing to cash back based on assets held on Robinhood? Like Coinbase but better
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Jonathan
Jonathan@j_elmalem·
@garrytan The restaurant is called BJ. Don’t eat there
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Garry Tan
Garry Tan@garrytan·
I went to BJ's Restaurant last night with my kids. The bathroom was disgusting. The front of house was kind but sloppy and slow. The food upset my stomach and I woke up at 4am this morning because of it. Whoever BJ is, they probably aren't a real person, because everyone acted like nobody's name is on the door. I studied the management history of BJ's. The original founders left after the seventh location. Then it was sold to their accountants. Then it went public. Then the CEO resigned last year after 19 years and was replaced by an interim board member from Darden Restaurants, who was then replaced by a "Chief Concept Officer" promoted to CEO. The CFO also quit. Roaches behind the takeout counter in Coral Springs. Rodent droppings and mold in the ice machine in Pembroke Pines. An "F" retention score on Comparably. Glassdoor reviews that say "management turnover is high... that should say quite a bit about the company culture." Seven layers of management between the person cooking your food and anyone who owns the outcome. General manager reports to area director reports to regional director reports to regional VP reports to SVP of Operations reports to the COO (who started in January) reports to the CEO (who started last year). 218 locations. Founders long gone. Managers rotate every 18 months. The kitchen is run by compliance checklists, not pride. A dirty bathroom is nobody's personal failure because it's nobody's personal restaurant. This is the stewardship crisis in America in one building. In Chinese restaurants, the 老板 (laoban) is there. He tastes the food. He watches the kitchen. His family's reputation is the business. The restaurant is clean not because of health inspectors but because his name is on it. Haidilao built a $30B hot pot chain with less than 10% employee turnover. Servers can give you free dishes without asking a manager. Why? Because they're treated like stewards, not interchangeable parts. The West replaced stewardship with professional management. MBAs who optimize spreadsheets for people they've never met. CEOs who've never touched the product they sell. Politicians who sign the bills and spend the people's money but never checked the money built anything that helped the people they claimed to care about. Founder mode isn't new. It's the oldest idea in Chinese business culture. We just forgot it. The best founders I fund at YC are natural stewards. They own the outcome. They're in the kitchen tasting the food. They care about the bathroom. Most of society's problems are a stewardship crisis. Not a lack of resources or technology or intelligence. A lack of people who give a shit because their name is on it.
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Wasteland Capital
Wasteland Capital@ecommerceshares·
You only need three 10-baggers in order to go from $1 million to $1 billion. $1m to $10m $10m to $100m $100m to $1bn If you’re starting with $10k, you only need five.
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Lamar MK
Lamar MK@LamarMK·
Are you ready for Tesla to launch the new 3 row Cyber SUV? Imagine a Cybertruck sized SUV with the same durability, the same tech, and the same futuristic design. But built for the whole family. This is the SUV every Tesla owner has been waiting for. Who's ordering one?
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Sahil Bloom
Sahil Bloom@SahilBloom·
Health stuff I spend money on that’s 100% worth it: - High-quality mattress - Blackout shades - Sauna - Quarterly blood panels - Wild Roman skincare - Food sensitivity test - Non-toxic cookwear - White noise machine - Bright desk lamp Simple investments with asymmetric returns.
Marcos@itsmarcosruiz

Health stuff I spend money on that's 100% worth it: • Red light therapy before bed every night • Day + night blue light blockers • Jiu jitsu 3x a week • Home gym (no commute, no excuses) • Acupuncture + massage bi-weekly • Local eggs, local sourdough, grass fed butter, grass fed beef • Whole house water filtration • Purity Coffee • Blueprint longevity mix • Wild Roman skincare by @sahilbloom • 100% cotton and hemp clothes The ROI on feeling good every single day is higher than any business investment I've made. Took me years to lock this in but it’s been worth every dollar so far What would you add?

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Heisenberg
Heisenberg@Mr_Derivatives·
$META -35% from ATH’s $MSFT -35% from ATH’s Dire.
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Thomas (Tom) Lee (not drummer) FundstratDirect.com
congrats @BitMNR +65k additional ETH $1.1b in cash $BMNR
Bitmine (NYSE-BMNR) $ETH@BitMNR

🧵 1/ BitMine provided its latest holdings update for March 23, 2026: $11.0 billion in total crypto + "moonshots": - 4,660,903 ETH at $2,072 per ETH (@coinbase) - 196 Bitcoin (BTC) - $200 million stake in Beast Industries @MrBeast - $95 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and - total cash of $1.1 billion. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link 🔗 prnewswire.com/news-releases/…

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Jonathan
Jonathan@j_elmalem·
@Jack_Raines Agree. I tried turning it off but it still pops up. Might just move to Schwab or Interactive Brokers
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Jack Raines
Jack Raines@Jack_Raines·
Moved my retirement accounts to Robinhood last year bc of their asset match (like 3% match on all assets or something like that?) But it’s incredibly annoying that you have to scroll past prediction markets (read: sports betting) to see portfolio positions. The forced sports betting is gross.
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CBduck
CBduck@CoinbaseDuck·
I mostly use Coinbase amex card now except where Amex isn’t accepted like Costco. Thats fine I can use Coinbase debit card on Visa network. The pain point is my mortgage or utilities bills they charge extra 3-5% if we use card, many mortgage service company don’t even allow card payment btw. So routing & checking account number would do great. Does it require banking license? What if Coinbase can partner with some existing banking service where they provide this type of service and each Coinbase account gets a supplemental virtual checking account for this type of activities? Trying to fine a way to do without needing to require a banking license. User expense dashboard needs to be enhanced significantly, transaction page is fine for tracking crypto purchase but not great for trading expenses. 🫡 have a great weekend!
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CBduck
CBduck@CoinbaseDuck·
Paycheck day means more deposit onto @coinbase Coinbase is my bank 💙 Once Coinbase sorts out the bill payment stuff, I will say goodbye to BOA forever.
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Jonathan
Jonathan@j_elmalem·
All technology (our most obvious low hanging fruit for "progress") is about improvement and convenience. And if the product itself is meta-progress, that is to say it helps you make progress by itself being an agent of progress, then you'd only be willing to pay for it based on the perceived value of it's ability to: 1. deliver absolute progress 2. deliver relative progress (to all other options) With the industry currently in an arms race for the best models, it's really winner takes all. No one wants to be stuck paying for a product that "gives you progress, but worse than what it can be because there's better progress out RIGHT NOW you currently aren't utilizing." And as companies try and reduce friction for the end user, the friction to switch between providers grows ever smaller. The truly ironic outcome would be if for-profit companies push the envelope N-degrees, only for an open source model to be 95% as useful, but also be FREE. Then everyone would shift to the open source model (let's say, running on data/cloud providers that charge little more than the cost of energy+maintenance) and all the for-profit companies' value would collapse in the blink of an eye. As technology moves toward hyper-efficiency, the real moat is access. In this future, the rate limiting factor is real assets which can be withheld.
BuccoCapital Bloke@buccocapital

The ease and speed with which everyone switched from ChatGPT to Claude shows there is zero moat on the consumer side for these businesses

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