Mikey Ostroff
146 posts


@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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@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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@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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@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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Okay last $looks tweet for the morning and then I HAVE to actually get some work done.
@opensea = @coinbase
@LooksRareNFT = @Uniswap
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@OGDfarmer @0x_fxnction I hope the sellers of M3 serums reinvest the money into BAYC ecosystem
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@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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@likeymikesit @GenesysGo But...their IDO isn't out right?
Unless you have their tokenomics already...if so, please share!
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Ok calling in the calvary….help me find my fellow female @BoredApeYC hodlers! Can I get a rt? @JRArtSpace_NFT @GabrielJWeis @sabet @JulianGilliam @NeonApesYC @sarah_script @cryptochris808 #bayc #mayc #BoredApeYachtClub
Houston, TX 🇺🇸 English

@PeterHollens @IcedKnife I don’t blame you. SSCs most certain upside in Sol ecosystem
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@IcedKnife i used to have a lot of w00f but just had to move it for SSCs
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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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