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@dylanleclair STRC is essentially a stablecoin backed by BTC instead of US Treasuries
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Sid Suri
3K posts
Sid Suri
@SidSuri
Founder & Portfolio Manager: SiuCap | Previously M&A and Investment Banking | Not a solicitation to invest. Not financial advice.
New York Katılım Ekim 2023
634 Takip Edilen1.1K Takipçiler
@aaronburnett "Equity Research Analyst: But Elon taking a step back here, what can we expect in the next quarter?"
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If you listen carefully you can hear wall streets eyes glaze over as Elon describes solar system energy/mass and phased array antennas in v3 Starlinks
Cern Basher@CernBasher
Jamie Dimon and Elon...
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Hahahahahahaahahahahahaha $ZEC is such a shitcoin
Ameen Soleimani@ameensol
legitimately nightmare fuel wtf
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Seeing people with a lot of questions about a merger.
Please ask the specialists in our wonderful retail community:
- on fundamentals: @TeslaLarry , @Amy787 , @CernBasher, ...
- on option trading: @Investanswers , ...
- on governance and financial engineering: come to me.
GIF
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@TeslaBoomerMama Joe is rude and keeps interrupting. Quite annoying tbh
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Might SpaceX Buy Tesla at 2x The Price? x.com/i/broadcasts/1…
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I was a Pep fan and a Mourinho hater my whole life.
I have to be a fan of both now.
Kalshi FC@KalshiFC
The Special One.
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our ad is the 2nd best mourinho video of all time. The first is this one.
youtube.com/watch?v=jJPS9R…
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Kalshi FC@KalshiFC
The Special One.
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If you’re mad at @Saylor just think of the counterfactual where the 850,000 $BTC acquired by $MSTR is held by retail traders instead.
$MSTR treasury is the safest most illiquid place for them, and every retail trader who bought $MSTR instead of $BTC and puked up his shares due to volatility is one less tranche of $BTC being sold right now.
$MSTR is not exacerbating this bear; it’s mitigating it.
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The best podcast continues to hit. Pumped to listen to this one.
Patrick OShaughnessy@patrick_oshag
My conversation with @dkhos, CEO of Uber. Dara took over in 2017, when Uber was losing roughly $4.5B a year. Today the company generates $10B in free cash flow and is worth about $150B. We discuss: - How Daniel Ek convinced him to take the job - How Uber spent a full year of its AI budget in a single quarter - Uber's approach to autonomous vehicles - Drones, hotels, and building a superapp - Lessons from Allen & Co, Barry Diller, and Reed Hastings Enjoy! Timestamps 0:00 Intro 3:44 Bringing Order to Uber’s Chaos 7:22 Managing Stress and Going All In 14:28 Why Uber Is at the Center of AI and Physical 22:39 How to Win in Autonomous Vehicles 32:25 The Trillion-Dollar AV Opportunity 37:05 Drones, Robotaxis, and Global Adoption 38:20 Uber Eats, Uber One, and Aggregating Supply 47:00 The Future of the Uber App 55:55 Lessons from Barry Diller
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Increasingly from what I'm already doing, I'm more likely to agree to podcasts if they are more grounded in terms of promotion/headlines/thumbnails, and will decline podcasts if I view them as habitually sensational in terms of promotion/headlines/thumbnails.
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@pbeisel Looking forward to this week's pod with @CernBasher. It's definitely my favorite weekly pod!
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@firstadopter All I know is now I'm gonna subscribe to your substack and not the F tier frauds' at semi analysis
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@SidSuri these guys are clearly engaged in trading, and are using their reach to their benefit...
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I dunno, maybe SemiAnalysis is an F tier gossip shop...
LBM_LXXVIII@MF_Camillus
Jensen gave these guys too much credit and airtime I bet he regrets…
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@MF_Camillus Jensen needs to go on @patrick_oshag. Perhaps @GavinSBaker (🐐investor btw) can put them in touch!
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Jensen gave these guys too much credit and airtime
I bet he regrets…
SemiAnalysis@SemiAnalysis_
NVIDIA is proud to announce their partnership with Dwarkesh Patel.
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Technically this is true. They should really have a Martian on the board, if they want to be taken seriously
Gabe@gabednconfused
😭😭😭😭😭😭 Who tf is this 😭😭😭😭😭😭
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Sid Suri retweetledi
Quick BTC update. In the ten years I’ve been here, this is by far the most subdued sentiment I’ve seen. It’s understandable, but the extent is striking -- especially in light of a favorable policy climate in DC, continued sovereign and corporate accumulation, etc.
While overleveraged traders are getting blown out on dips, a sovereign wealth fund like Abu Dhabi’s Mubadala is happy to sit on the bid and take it in.
For traders and investors looking to take advantage of this type of environment, the key is to watch for when price starts to diverge positively from depressed sentiment. For assets in long-term uptrends, that's when huge percentage gains can happen. This was certainly true for eventual winners like AMZN in the years after the tech bust a quarter-century ago; sentiment was terrible, but price gradually started to diverge upwards, quietly regaining levels that were previously lost and reflecting the long-term underlying growth story.
I posted about this in 2023 -- when BTC was 25k, and sentiment was also subdued.
MacroScope@MacroScope17
Seeing lots of tweets about BTC and lower engagement/public interest. I personally find this fascinating and any trader active 20 years ago should be getting flashbacks. In terms of sentiment and interest, 2023 = 2003. You can go to the dusty finance message boards for AMZN and other eventual winners and see the same dynamic back then. Retail and fast-money desks were blown out after '99, but a new ownership base was slowly moving in as tech leaders survived and continued to build. In terms of price action, one of the keys back then was to watch the longer term charts (weekly and especially monthly) for when price levels that were previously lost were quietly regained. This led to huge profits for traders who were still in the game and paying attention, because it indicated the continuation of a long-term secular trend. In the case of BTC, for example, a recent level to watch would be 28-30k. And so on at higher levels. I can tell you this: despite all the fundamental company analysis that Wall Street and the media like to peddle, you'd probably be surprised by how many smart institutional guys act off the charts (especially true with BTC). Self-fulfilling on the way down...and on the way up.
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