Mikey Ostroff

146 posts

Mikey Ostroff

Mikey Ostroff

@likeymikesit

Manhattan, NY Katılım Temmuz 2016
1.8K Takip Edilen340 Takipçiler
Lazy Lane Capital
Lazy Lane Capital@LazyLaneCapital·
The “I have a deviated septum so I got a nose job” people become the “I’m pre-diabetic so I’m on ozempic” What a pipeline…
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Mikey Ostroff
Mikey Ostroff@likeymikesit·
@LazyLaneCapital Two other things worth noting are Tesla hasn’t been FCF negative since 2018 so I rlly don’t think there’s risk on that front and then it’s also worth paying attention to structural vs. cyclical changes in demand (to what extent is it interest rates + recession fears ie temporary)
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Lazy Lane Capital
Lazy Lane Capital@LazyLaneCapital·
@likeymikesit I disagree with the market (TSLA +60% ytd) and think that this is actually just a band-aid solution to a demand problem. In the long run, this is bad. I would be short if it wasn’t practically a meme stock right now.
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Lazy Lane Capital
Lazy Lane Capital@LazyLaneCapital·
How to bkpt yourself and bring down every OEM with you
Lazy Lane Capital tweet media
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Mikey Ostroff
Mikey Ostroff@likeymikesit·
@LazyLaneCapital I agree with you on china… BYD gonna keep eating their lunch until Tesla releases mass market vehicles— in terms of US, the last price cuts actually spurred a huge increase in demand that has been surprisingly durable based on cc data which is why I like this offensive move
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john
john@johnnnay1·
@AutismCapital $24M is an incomprehensibly tiny sum of money for Blackrock. These guys have $10 trillion in AUM. $24M is poo poo change for them
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Autism Capital 🧩
Autism Capital 🧩@AutismCapital·
Larry Fink, Blackrock CEO, says Blackrock lost $24M in FTX. He shrugs it off when asked. He tries to rope Sequoia in with him and says that "they too did due diligence on FTX" and could have been misled.
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reme
reme@RocketMoonEmoji·
Pretty neat, reminds me of the strategy computer games i'd play growing up! @themetroverse
reme tweet media
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Ansem
Ansem@blknoiz06·
gonna giveaway some heroes i dont need, just reply with addy here & ill send out some
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Anees Khan
Anees Khan@sabocrypto·
MEGA Thread on one of these. You choose: $WOO $DPX $LUNA $QRDO $FTM $CRV $AZERO $JEWEL $LIDO $OCT Picking the most popular option (24 hours).
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Mikey Ostroff
Mikey Ostroff@likeymikesit·
@samatoly @GenesysGo Their tokenomics are pretty much out: 10,000 tokens per SSC NFT that vest daily over a year— this is half of the total supply, so current NFT price implies MC of $320m. Only 15% will be sold during IDO. This is an overview of the ido and tokenomics: genesysgo.medium.com/the-comprehens…
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NFTadvisor.sol
NFTadvisor.sol@samatoly·
Which project has the best IDO/tokenomics and WHY? Please share here so we can all learn together
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Natalie
Natalie@janetyellenslay·
Imagine crypto comes out to be one monster ponzi scheme
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Peter Hollens
Peter Hollens@PeterHollens·
@IcedKnife i used to have a lot of w00f but just had to move it for SSCs
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Iced
Iced@IcedKnife·
The top two meme coins on $SOL are $SAMO & $WOOF I've been loaded on these since their first parabolic run, and I believe there will eventually be another parabolic run 🤝 I refuse to miss these gains 😤
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Solana Legend 🎒💧
Solana Legend 🎒💧@SolanaLegend·
Which NFT projects stand to gain the most from @phantom mobile? Which ones are actually well placed, don't shill me your bag for no reason
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