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@leakimable
one last pump
Philippines Katılım Aralık 2009
441 Takip Edilen134 Takipçiler

Businesses that emerge from private equity funds have higher than average failure rates because they tend to be levered up.
As an alternative, we actually want to own the businesses we buy, keep their vibes intact, and back them up with a solid balance sheet.
ORANGE JUICE@orangejuice_btc
When the juice is worth the squeeze. Introducing ORANGE JUICE! A company that acquires, improves, and permanently holds cash-flowing businesses, backed by a Bitcoin treasury 🍊🔥 orangejuice.com/blogs/insights…
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The smartest people in the world could be curing cancer but instead are doing index rebalancing arbitrage
Wall St Engine@wallstengine
Two Millennium Management index-rebalancing pods reportedly made about $3.7B. Millennium gained 4.1% in June, YTD returns 10.5%. The teams, run by Glen Scheinberg and Pratik Madhvani, generated more than half of Millennium’s roughly $6.6B pre-fee profit for the month. Their strategy focuses on leveraged bets around stocks entering or exiting indexes.
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$SPCX is now only 10% away from its IPO price

Market Radar@themarketradar
I still think $SPCX trades well below IPO price within 12 months
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The way Saylor operates reminds me of infinite traders I've seen over the course of my career
They win by taking massively outsized bets with high conviction, double, triple quadruple down and no matter who tells them to slow down and tighten their system up they will never do it
And they usually get away with it for a while, sometimes even for a cycle or two
But no matter what happens their addiction to that risk that they're taking, their addiction to the highscore will inevitably always make them come crashing down
In my head if Saylor doesn't blow up this cycle because BTC bails him out he'll manage to do it next cycle
He'll normalize the risk he took with STRC and find a way to take on even more risk
His survival this time around will justify his behavior and make him think even higher of himself
Man just seems addicted to a highscore, the same way so many traders I know, and they've all blown up
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