VeggieChicken

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VeggieChicken

VeggieChicken

@veggiepoultry

CEO of being unemployed, crypto analyst @alfadao_

Katılım Temmuz 2021
902 Takip Edilen459 Takipçiler
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VeggieChicken
VeggieChicken@veggiepoultry·
it’s almost go time
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thiccy
thiccy@thiccyth0t·
Trump is clearly in step 5 of his negotiating playbook, leaving the Iranians at the altar right when both sides were reportedly “inches away” from a deal in order to create maximum pressure. The problem is that both Iran and markets can see straight through it. Equities are barely down because nobody really believes he is willing to sustain maximum pressure indefinitely. Everyone understands what he is trying to do, but he has burned too much credibility for the threat to fully land. So instead of forcing a quick capitulation, he just turns the conflict into a slower war of attrition. Trump clearly sees equity prices as a resource he can spend. But if markets refuse to panic because they expect him to TACO and nobody wants to dump the panic low, then he never gets the market pain that would actually force him to bite the bullet and give Iran what it wants. At the same time, Iran is not backing down either because from their perspective this is existential. So you end up stuck in the worst possible middle: not enough credibility to force Iran to capitulate, not enough panic to force Trump to capitulate. That is where the molochian dynamic kicks in. This kind of half credible maximum pressure just traps both sides in a spiral of attrition where every missed off ramp makes the next one harder to take. The conflict keeps grinding forward until one side finally breaks, only after the damage is much worse and much harder to reverse than it needed to be. That is the cost of Trumpian policymaking when you get too cute with markets and start treating them as a metric to optimize instead of a signal to read. He tries to escape reality but all he is really doing is bottling up the pain until it comes back in a much uglier form.
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VeggieChicken
VeggieChicken@veggiepoultry·
@aleabitoreddit TIL Taiwan Stock Exchange has the +\- 10% rule. Trading doesn’t halt but can only trade at ceiling of the band. Buy orders typically get stacked and few sellers want to sell at that price. Good hunting
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Serenity
Serenity@aleabitoreddit·
Looks like my $NVDA CPO supply chain pick Shunsin… Foxconn’s optical subsidary got halted because it went up too much. Fun fact: TW stocks can only go up 10% a day.
Serenity tweet media
Serenity@aleabitoreddit

Taiwan $NVDA CPO supply chain ide #1: Shunsin (6451 TWSE) - Photonics Packaging at ~$1.4B MC. It's a subsidiary of Foxconn. And Foxconn is ODM for $NVDA. It's almost like Celestial got listed by $MRVL and got a free piggy back ride? Some personal est. 2027 fwd ~20 P/E, that compresses harder into 2028, 2029. Shunsin's optical division openly lists their markets as "CPO 51.2T/102.4T" and "Pluggable XCVR 800G/1.6T. Markets themselves as "Supported by Foxconn's vertically integrated supply chain for fast project ramp" If you look at $TSM COUPE for $NVDA, they don't assemble final fiber arrays/racks, Foxconn does. So $NVDA's CPO networking gear probably goes through Shunsin's alignment and bonding machines? And $GOOGL, $META optical switches probably end up thorough them too since they scaled Vietnam CPO facilities (speculative). Basically you get a free Foxconn piggy-back ride with this company at low forward multiples. Disclosures: I am personally long.

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VeggieChicken
VeggieChicken@veggiepoultry·
@0xMerp they all thought team would allow a governance vote to unlock and allow plebs to dump on them.
GIF
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merp
merp@0xMerp·
Guy who invested in a non transferrable token is shocked when the team restricts token transfers
H.E. Justin Sun 👨‍🚀 🌞@justinsuntron

I have always been an ardent supporter of President Trump and his crypto friendly policy. As an early supporter who invested heavily in World Liberty Financial, I did so because I believed in the vision that was presented to the public: a decentralized finance platform that would promote financial freedom, remove intermediaries, and bring the benefits of DeFi to mainstream Americans. What was never disclosed — to me or to any investor — is that World Liberty embedded a backdoor blacklisting function in the smart contract used to deploy WLFI tokens. This function gives the Company unilateral power to freeze, restrict, and effectively confiscate the property rights of any token holder, without notice, without cause, and without recourse. This is the opposite of decentralization. This is a trap door marketed as an open door. I denounce the ongoing token scandals by the bad actors at WLFI. I am the first and single largest victim, as a result of their wrongful blacklisting of my WLFI token wallet back in 2025, that violates basic investor rights and blockchain principles of fairness. Every action taken by the WLFI team to extract fees from users, to secretly implant backdoor controls over user assets, to freeze investor funds without disclosure or due process, and to treat the crypto community as a personal ATM — all of these actions are illegitimate and were never authorized by any fair, transparent, or good-faith community governance process. The governance votes cited to justify these actions were not conducted through a fair or transparent process. Key information was withheld from voters, meaningful participation was restricted, and the outcomes were predetermined. These votes do not represent the will of the community — they represent the will of those who designed them. These actions have nothing to do with me. They have nothing to do with the investors who believed the promises this project made. We oppose every one of these actions in the strongest possible terms. The WLFI team’s actions erode trust in the project. Unlock the tokens and uphold transparency for the community. Let’s build with integrity, not misconduct.

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Tenobrus
Tenobrus@tenobrus·
@nikitabier @RadicalFalk man honestly it would rly suck if the platform became filled with this kind of content . i have zero interest in watching someone talk for this long when i could read something they wrote instead. i guess it's proof of humanity / work? but there's a reason im here not on youtube
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Radical Living
Radical Living@RadicalFalk·
I'm leaving Germany | Brutally Honest Review
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VeggieChicken
VeggieChicken@veggiepoultry·
@wizardofsoho @AdamBLiv @rektmando this dude must be trolling. surely… selling more equity means getting new bag holders to pay for dividends promised to early bag holders. that’s a ponzi bro
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Mando
Mando@rektmando·
Saylor has lost it with this logic. He has now issued $10b+ of preferred stock at 10-11.5% and has capacity to issue $25b more. That means a dividend bill of $1-4b EVERY YEAR on a software business that makes no cash. He has pre-funded some of this bill for the next year by issuing common stock - but with the amount of preferred shares printed each week this is going to run out. The only option for this capital structure long term is either issuing $1-4b of common stock every year, turning off the dividend or selling BTC. This is now a timebomb.
Michael Saylor@saylor

Our BTC Breakeven ARR is ~2.05%. If Bitcoin grows faster than that over time, we can cover our dividends indefinitely without issuing new $MSTR shares. Track it in real time on our site. $STRC

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wapital
wapital@wapital3·
bored ape holders were like sorry bro mines got rare bags under his eyes i can’t accept a $365k bid
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VeggieChicken retweetledi
Peter Girnus 🦅
Peter Girnus 🦅@gothburz·
I am a Web3 Ambassador at World Liberty Financial. There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance." 600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President. The distance is my best work. I am the reason these events are unrelated. World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence. Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated. Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated. Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated. Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated. Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard. On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well. The team page lists 3 Witkoffs. All 3 are Co-Founders. Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial. His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded. The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency. Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name. On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio. Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job. 600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access. A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25. My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper. The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family. I am the reason these events are unrelated.
Peter Girnus 🦅 tweet media
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VeggieChicken
VeggieChicken@veggiepoultry·
@AgentChud god dam everytime i open up X it decides to startup at this tweet
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dounbug
dounbug@dounbug·
@Duderichy salads are ass. if ass was bad. i would eat ass before a salad. depending on the ass
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Serenity
Serenity@aleabitoreddit·
Honestly... I don't even know at this point? 0 to 155,000+ followers, 10,000 subscribers... in under a year. 900%+ year to date... Off 13+ individual stocks from $AAOI to $LITE hitting triple digits returns in 4 months. Call me aura farming Serenity Jin-woo (last post about this topic i swear, 10,000 just looks cool). Jokes aside, thanks everyone for this opportunity. I genuinely want to make a difference to the retail community. Getting tired of institutions shafting retail or seeing $2000+ paywalls so hope to bridge the gap in information discovery/synthesis.
Serenity tweet media
Ram OL@ram_blings

@aleabitoreddit I feel like you're one of those heroes in anime leveling up and now you're aura farming 😄

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VeggieChicken
VeggieChicken@veggiepoultry·
@aleabitoreddit if you pushed a napkin company and said it was the next bottleneck for CPO i am pretty sure apes are gona ape
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Serenity
Serenity@aleabitoreddit·
am i that powerful? pretty sure it's just information synthesis + discovery. If I posted about a napkin company trading at 8 p/e, nobody would care. When $SIVE is the light source for $JBL and $MRVL at ~400m... and trades at like 1/4th the valuation of something more speculative like $LWLG. while all the other CW DFB companies like $MTSI or $LITE are all in the tens of billions. Information ends up drawing people's attention, not the person.
Mr.MCAP@MisterMCAP

@PhotonCap @Semicon_player @aleabitoreddit When @aleabitoreddit posted about $SIVE it became the most traded stock on the Swedish stock market. Larger than industrial giants like ABB. Crazy what happens when American capital starts flowing in.

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Serenity
Serenity@aleabitoreddit·
@Yolo365247isme @javedmati Oh I’ve already been contacted by many analyst firms, p/e firms, and others. Don’t worry I’m staying independent!
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Serenity
Serenity@aleabitoreddit·
I feel like I've called out the most triple digit stock returns YTD... Out of anyone in history? Hence why I have 150k+ followers now! In just a short timeframe: $AXTI -> 5x+ $AAOI -> 5x $SIVE -> 2x+ $LITE -> 2x+ $IQE -> 2x+ $AEHR -> 2x+ $CRCL -> 2x+ $EWY IV -> 2x Unimicron -> 2x+ Nitto Boseki -> 2x+ $OSS -> 2x+ $GDRZF -> 2x+ $AEHR -> 2x With many more like $TSEM, $RPI having close to triple digit returns. Not including many others last year like $HOOD or $RKLB for triple digit returns, just this YTD. There's stuff like $FORM and others like Macronix... and $NBIS that actually doubled from the bottom at $70. But I won't take credit since I didn't do a specific post about it during the timeframes. There's a difference between just mentioning among many other tickers. Then having conviction like myself, writing a specific thesis post about it, getting catalyst timing right, and going long yourself. But proud if this helped retail going the right direction. Especially that they don’t need to pay $2,000+ just to see tickers people go long on or join some “special club” for company discussion.
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Serenity
Serenity@aleabitoreddit·
@TVAFR786 $30 -> $150, 5x return. “Bagholding”. Try shorting it then if you believe it’s overvalued. Imo it’s the next $LITE and has the largest 1.6T capacity in America soon. There’s going to be a ton of hyperscaler demand spillover into $AAOI and $COHR
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Gigabear🧸
Gigabear🧸@2170cell·
Just found out Tim Horton was a real person
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VeggieChicken
VeggieChicken@veggiepoultry·
@0xBEW SecDef is not the preferred nomenclature. SecWar, please.
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