oldcrypto
65 posts


nano banana 2's understanding of dimension and 3D space is so crazy now, its like a personal designer in your pocket
step 1:
go to openart.ai -> edit image -> select nano banana 2 -> upload floor plan -> type prompt (reply here if you want my prompt)
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🚨 Perplexity just dropped something wild.
It’s called “Perplexity at Work” their official guide to actually getting more done with AI.
Not another “productivity tips” doc this is the real framework their own teams use to:
→ Block distractions & reclaim focus
→ Scale yourself like a 5-person team
→ Turn AI from noise into results
It’s clean, practical, and honestly the most useful thing I’ve read on using AI for work not just chat prompts.
Comment “Guide” and I’ll send you the full PDF (it’s 100% free from Perplexity)

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Would be amazing to finally turn email into an AI-powered collaboration tool. Instead of juggling endless threads, it organizes conversations, tasks, and files into easy-to-navigate groupings by topic, project, people/groups. Like having a personal assistant to track decisions, set reminders, track deadlines and who’s responsible…and pull up exactly what you need—in context. No keyword hunts. Just say what you’re looking for.
I’ve worked in the space for 25 years and implemented almost every permutation of dedicated tools for content mangement and people always just revert back to the archaic inbox. Time to finally fix it.
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Interesting.
We need to rethink how messaging, including email, works overall.
Nima Owji@nima_owji
Having an @x.com email address is the only thing that can stop me from using Gmail!
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oldcrypto retweetledi

Success in crypto comes down to one principle: trusting the process. That’s why $TRUST is set to be a major player.
In just two days, $TRUST hit nearly $20M market cap, with more growth ahead this bull run. The team is already in talks with major CEXs, showing their commitment to long-term success.
More than a trend, $TRUST embodies a belief system rooted in faith and guidance, shared by millions worldwide.
Stop trading. Start trusting.
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An entire MBA fits on one page.
But you better know the math cold.
Like & comment if you want the excel.
6 topics:
*1) Unit economics*
This builds from product-level unit economics to company financials.
Quantity per unit, growth in units.
Price per unit, growth in pricing.
Cost per unit, marketing spend per unit.
Get you return on ad spend (ROAS), customer acquisition cost (CAC), LTV/CAC, gross margins, unit contribution margins, and more.
This model sets up two diverging products:
A higher gross margin (GM), higher marking cost, low pricing power, low growth product.
Against a lower GM, better pricing power, better growing, lower unit market cost product.
To show how the dynamics of the two play out over time.
*2) Accounting*
Unit drivers flow into revenue, variable COGS, and variable SG&A.
Then to EBITDA, EBIT, EBT, Net income & EPS.
Simple cash flow statements & balance sheets reconcile D&A to inflation-adjusted replacement CapEx, debt levels, & GAAP PP&E.
You have to be fluent in accounting to look at public companies.
Not because accounting itself matters.
But because accounting can obscure what matters.
And your task it to translate GAAP into meaningful business logic.
*3) Operating ratios*
Unit drivers output financials, financials output overall business ratios.
Revenue growth, EBITDA growth, EBITDA margins.
Contribution margins (= change in profit over change in revenue).
Net debt-to-EBITDA, net debt % of EV.
*4) Valuation*
You can drive valuation on multiples or a DCF.
Which are equivalent:
The discount rate minus the growth rate determines the 'terminal multiple.'
Using a P/E instead of a DCF simply uses next year as the terminal value.
This model drives value from the DCF, and maps that to the multiples to show how they connect.
*5) Corporate finance & DCFs*
DCF math attached using the CAPM.
The summary is a beta from historical returns, add the cost of debt.
To get the WACC - the theoretically correct discount rate.
DCFs are extremely assumption laden - you can get out almost whatever you want.
But realistically.
Your banker (or analyst) will make the math work out to a 7-13% discount rate.
Depending on the risks, industry, markets - and what they want to achieve.
*6) Sensitivities & the hard part*
The last section sensitizes the equity value and multiples to unit and price growth.
Bringing unit drivers full circle to valuation outcomes.
Ultimately, the hard part isn't the math.
You have to be fluent in the math, its nuances and its limitations.
If not, you will lose out to those who are.
But once you are, you also have to shift focus.
To the hard part.
Which is always in filling in the numbers.
If you're investing, that means thoughtful views on unit drivers; on how, when, and why they shift.
And if you're building, it means making the numbers on the page happen.
That's all for now.
Like & comment if you want the excel.

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Open invite to @danielesesta to come on The Block's podcast with @fintechfrank.
Quarter million donation not required.
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I just subscribed to Ansem’s Newsletter blknoiz06.substack.com/?utm_medium=we…
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oldcrypto retweetledi

⚔️👑DeFi Kingdoms👑⚔️
Top 100 Market Cap Giveaway!
🎉100 Winners
💎50 $Jewel Each
✅Retweet to enter
Ends 01/05 at 7pm EST ⏰
#DeFiKingdoms #DeFi #Serendale #DFK #GameFi $JEWEL #HarmonyONE #BlockchainGaming #CoinGecko #MarketCap
GIF
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@cobie @zhusu @AlamedaTrabucco @justinsuntron CT has become such a massive mindfuck. Cryptic tweets from @cobie and @zhusu have me second guessing every move. Are we good? Are we fucked? The whales be like:

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Dear @zhusu @AlamedaTrabucco @justinsuntron & the other marker manipulators
I promise to repent for my sins and become a good person if you just give me 4 weeks of market ripping upwards again
Please form a top in late February, don't let us fall any further now
Thank you
Cob
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I'm giving away $500 of $NGL after listing! Like & comment below to enter. Winner is randomly chosen in 24 hrs & I'll reply to the winning comment.
@GoldFeverGame is a multiplayer survival game with some of the best graphics I've seen in blockchain gaming. #Play2Earn #Metaverse
GM/YLD ( ex. Gold Fever)@GamifiedYield
Gold Fever Native Gold ($NGL) Listing! The second project ever to qualify for Primelist on @HuobiGlobal. With our private tests in action, we are close to taking the game to the mass public. The listing of our token is a key step in that direction. New here? Learn more 👇
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@CryptoCobain My eardrum burst after getting black mamba’d by a friend on LSD. Got the paper patch and hearing came back after a few weeks. Godspeed.
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