Dr. Coinbal Lecter

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Dr. Coinbal Lecter

Dr. Coinbal Lecter

@CoinbalLecter

DeFi connoisseur with a taste for fine investments

Manor เข้าร่วม Ekim 2021
286 กำลังติดตาม49 ผู้ติดตาม
Alfie Carter
Alfie Carter@AlfieJCarter·
If you don't have my "Claude Power User Playbook" yet... The one I built to get 10x more output from Claude every session with a complete system across settings, prompting frameworks, file creation, memory management, and advanced workflows... Just comment "CLAUDE" and I'll DM it to you for free (must follow)
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Arthur Hayes
Arthur Hayes@CryptoHayes·
Caption contest, whatever I think is the funniest / most insulting comment wins 10 ZEC.
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AR
AR@ashikruben369·
If you want the complete explanation " PDF " of " CRT + TBS live chart examples part - 6 " Comment " PDF " and I will sent it directly on your DM...
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Dr. Coinbal Lecter
Dr. Coinbal Lecter@CoinbalLecter·
@Teslaconomics @elonmusk Elevators run on fixed rails in controlled shafts. Cars navigate chaotic, unpredictable roads. Comparing them is like comparing a train ride to piloting a plane through a storm.
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Teslaconomics
Teslaconomics@Teslaconomics·
Believe it or not, a long time ago, elevators had human operators. Someone would stand there, pull a lever, and physically guide you to your floor. When the first button operated elevators came out, people were freaking out. “No one’s driving it?!”, “No way am I getting in that without a human!” they thought. But over time, the fear faded. Now, you press a button without a second thought, trusting the system completely. That’s exactly what will happen with Tesla Robotaxis in my honest opinion. At first, people will hesitate, unsure about a ride with no driver. But soon, it’ll feel just as normal as calling an elevator. You’ll enter a destination on your phone, a Tesla will arrive, and then you press a button on your phone, and it’ll take you safely to your destination. No human. No small talk. No steering wheel. No pedals. Just seamless, safe, stress-free travel. Remember, at times, the future feels scary, until one day it becomes second nature. Then you wonder how anyone ever lived without it and for how long people have been gambling with their lives driving a vehicle manually. And this time Tesla Robotaxis will be no different, except with this technology, you’ll be able to get driven autonomously anywhere, not just within a building.
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Dr. Coinbal Lecter
Dr. Coinbal Lecter@CoinbalLecter·
@BillAckman Love Tuscany. It's probably one of the best places on earth. Argiano is a great wine. And the price is great. I would even say this wine is underrated. Thanks for sharing. Enjoy your time in Italy!
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Bill Ackman
Bill Ackman@BillAckman·
If you find your way to Tuscany, don’t miss a wine tasting and tour at the most spectacular villa, view and vineyards we have ever seen at Argiano argiano.net/en/the-estate/. The pictures do not do it justice. As importantly, the wines are superb. There is also a beautiful bed and breakfast not to be missed. The view is stunning in all directions. Here is one to the south:
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Dr. Coinbal Lecter
Dr. Coinbal Lecter@CoinbalLecter·
@BillAckman @Bremont Great story! Thank you Bill! The watches are amazing indeed. Was thinking to get an Argonaut Bronze for my birthday.
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Bill Ackman
Bill Ackman@BillAckman·
A Watch and Investment Story I have been a watch enthusiast since my dad got me interested in watches decades ago. About three years ago, I was in London and walked by a watch boutique called @Bremont. I stepped into the store, fell in love with the watches, thought they were fairly priced if not somewhat inexpensive for the quality, and bought a number of them as gifts for friends and one for myself. As I was completing the purchases, I asked the store manager: ‘Who owns the company?’ He said, “The English brothers” – Nick and Giles English – and then he proceeded to tell me Bremont’s origin story that begins with a tragic plane crash of a 1942 Harvard trainer aircraft (an American plane purchased by the British beginning in 1938) which killed their father and almost Nick. In their ‘What does not kill me makes me stronger’ new world, Nick and Giles were inspired to pursue their dream of creating and building a British watch company, and Bremont thereafter was born. The manager gave me their contact information and I sent an email congratulating the brothers on the company, the brand, and the watches. I also offered to invest and help the business grow. Sometime later, I did a Zoom with Nick. He explained that my timing was good, as a long-time investor in the company was looking to sell some of their shares. Within a couple of months, an affiliate of mine invested coinciding with the purchase by a legacy Bremont shareholder of primary shares to provide the company with additional growth capital. I thereafter bought more shares of stock from other selling shareholders and I invested a substantial amount of additional growth capital in the company just this past week. Affiliates of mine and The Bremont Long Term Trust, a trust I recently established, now own 63% of the company. Bremont is a luxury British watch company that produces adventure and exploration watches. About one-fourth of Bremont’s sales are to the military, where the company has made custom-designed watches for more than 500 British, U.S., and other American ally squadrons around the world. While today there are very few British watch companies, the British actually created the watch industry – Rolex, notably, was a British company before it moved to Switzerland – with many of the most important technical innovations and complications of the industry having been invented in England in the 17th, 18th and 19th centuries. For the watch industry, the Swiss can be thought of like the Japanese of the U.S. auto industry, where in the early days, the Swiss made cheap imitations of British watches, but eventually by the 20th century, came to dominate the industry. For compliance reasons, I have been limited in my personal investments to private situations, principally startups, real estate, and private equity, directly and through funds. Because of my personal time limitations, I spend very little time on these investments, but through a combination of good luck, investment experience, and a good eye for talent, my collective private investment outcomes have been excellent, with a few huge successes outweighing some disappointments. I have always viewed my non-Pershing Square investments as an opportunity for learning and insights that I can apply to my day job. For example, I have found that closely following the venture investment world has provided important insights into disruptive technologies and companies that can soon become serious threats to even the largest and best capitalized public companies. Experiences at small companies also very often apply to big ones, so in my hobby of making personal investments, my returns have been both financial and educational, from my successes and from my failures. Other than tennis, I don’t have any real hobbies, but perhaps my personal investing qualifies as my second passion. To date, I have been a passive investor in @Bremont, but perhaps the activist in me caused me to step forward, to recently seize the opportunity to materially increase my investment in the company, and become the non-executive chairman of a newly refreshed board. I don’t expect my chairman role at Bremont to take much of my time as it is a private company of limited scale, but I do expect my experience here will provide some helpful learnings and insights. I also thought it would be fun, interesting, and rewarding to take the @X community along for the ride – at least those that are interested in watches, operations, and investing. I intend to provide periodic updates of the company’s progress on @X, about our successes, our struggles, and our failures – so that we can learn and have some fun together. Think of my periodic updates as “Drive to Survive,” but for watches on @X. “Time to Succeed”? You can probably come up with a better name for the series, and perhaps then I should reach out to @netflix to see if they are interested (while holding back my tears as I have watched the stock massively appreciate since our exit!). Bremont can greatly benefit by your feedback so I strongly encourage you to share your insights, critiques, and other ideas about the company and its watches on @X so we can learn and improve. We will periodically award the best ideas with Bremont watches so you can have an opportunity to earn an appropriate in-kind return on your time invested in helping us succeed. In the modern era, building an independent watch company into a major company, let alone one in the U.K., has rarely if ever occurred. The watch world is littered with many such failed attempts so it is far from guaranteed that we will succeed in building a profitable and sustainable company, let alone a major independent player. My Investment History to Date with Bremont Prior to my investment in the company, Nick and Giles had taken Bremont to a reasonable scale for an independently owned watch company at about £21 million in revenues with a modest operating loss, which is an incredible accomplishment for two young men with no watch industry experience. Nick and Giles accomplishment is particularly significant in an extremely competitive industry characterized by well capitalized incumbents that control many of the top brands, e.g., Richemont, Swatch, LVMH, as well dominant, independently owned companies like Rolex, Patek Philippe, Audemars and Piguet, and a few others. Despite their progress, both Nick and Giles and the other shareholders agreed that bringing in an executive with watch industry experience would help to take the company to the next level. Shortly after I invested, we hired a search firm to identify and ultimately recruit our new CEO, Davide Cerrato, who joined in May of 2023. Davide’s entire career has been spent in the industry at Panerai, Tudor – where he famously created the Black Bay, Montblanc, and with a brief stent at HYT. Davide in turn hired other industry notables to round out the executive suite, and then the team went to work with the ambitious goal of transforming Bremont into a global industry leader. Bremont has some important competitive advantages. First and most importantly, the watches are handsome, extremely well designed, and overengineered. Davide’s team has materially upgraded materials (for example, the company now uses 904L steel for all of its steel watches – the same as Rolex – unprecedented for watches at Bremont’s price point), parts, and movements from what was already a good standard to a level comparable to watches at multiples of the price. The watches are developed, designed, manufactured, and serviced in Henley-on-Thames using principally Swiss movements. While making its own movement is an aspirational goal for Bremont, the Swiss still make the highest quality movements so that is what Bremont uses. Bremont has a unique brand story and heritage, particularly for a 23-year-old company, with two decades of credibility in war zones and air combat missions with the best war fighters and military pilots in the world. Bremont also makes a limited number of watches, around 10,000 per year, compared with more than 1.2 million for Rolex and 70,000 for Patek Philippe, and scarcity drives value in luxury goods. The combination of battlefield credibility, rarity, quality and a fair price make Bremont an extremely attractive alternative to the typical Rolex or Patek, which everyone seems to be wearing in my industry, a ubiquity in my view that loses its luster over time. Over the past 23 months, Davide and team have redesigned and focused Bremont’s range around three core offerings in Land, Sea, and Air – the Terra Nova, the Supermarine, and the Altitude – while upgrading materials, movements, and quality, updating the logo to reflect the new Land and Sea offerings (Bremont was previously perceived to only be an aviation brand), and dramatically improving manufacturing and service. The company has extended its warranty from three to five years on its new watches reflecting these improvements. Bremont benefits from having overinvested in its spectacular 35,000 square foot combined headquarters, manufacturing facility, and showroom in Henley-on-Thames, aka “The Wing” (email tours@bremont.com to arrange a superb tour), with the capacity for substantial growth without the requirement for incremental capital investment. Lastly, Bremont now has a well-capitalized long-term major owner who would like to see Bremont become a big success and achieve its vision of returning watchmaking to the UK, and who is not looking for dividends or a liquidity event in this lifetime. I have learned over time that permanent capital and a truly long-term orientation are enormous competitive advantages for any business, and they should be very helpful here. With respect to the product, later this morning in Geneva at Watches and Wonders, the industry’s most important trade show, the company is launching its new Altitude aviation line, which builds from the company’s highly successful Martin Baker offerings. The company will also be introducing some complicated new watches including two unique, jumping hour models, a 12-piece new tourbillion model (the company's first 30-piece tourbillion watch sold out shortly after its launch last year), and the company’s first perpetual calendar (limited to 50 pieces). I will be back with further updates as we continue to make progress. In the meantime, please check out Bremont.com and visit the Wing (Tours@bremont.com ) and our boutiques in Mayfair and throughout the U.K., on Madison Avenue and 53rd Street, in Hong Kong, and in Melbourne. Pictures don’t do Bremonts justice so you should go in person and tell the store manager that I sent you. Also, please take a look at our new launch video, and don't forget to let me know what you think.
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Dr. Coinbal Lecter
Dr. Coinbal Lecter@CoinbalLecter·
@nntaleb vs @elonmusk Musk plays scale. Taleb plays robustness. One rides convexity with rockets. The other endures chaos with restraint. Both are extremely smart. Different games.
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Dr. Coinbal Lecter
Dr. Coinbal Lecter@CoinbalLecter·
@MarioNawfal My god, all this fuss over a schizo with mediocre creative baggage is pathetic.
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Dr. Coinbal Lecter
Dr. Coinbal Lecter@CoinbalLecter·
@america @elonmusk You didn’t won WWII. It was a common effort. And despite the fact that America provided important assistance and played an important role in the course of these events, still, in a literal sense, the war was won by the USSR. No hate, just facts. Learn history)
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America
America@america·
“We won WWII with 7 4-Star generals. Today, we have 44 4-Star generals. There’s an inverse relationship between the size of staff and victory on the battlefield. We don’t need more bureaucracy at the top. We need more warfighters empowered at the bottom” x.com/RealSaavedra/s…
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Julien Bittel, CFA
Julien Bittel, CFA@BittelJulien·
TRUMP: INTEREST RATES ARE FAR TOO HIGH The last time Trump said something was “too high,” it was the dollar – back in January 2017, just days before his inauguration. Here's what he said:  "Our companies can't compete with them now because our currency is too strong. And it's killing us.” Last year, he also called recent strength a "tremendous burden on US businesses.” Trump understands the impact of a strong dollar – and the same logic applies to high interest rates. They suppress exports, hurt corporate earnings, and slow economic growth. What happened next?   Well, the dollar began a significant decline, setting the stage for one of the most pivotal macro moves we’ve seen in years – triggering a melt-up in risk assets.   Déjà vu? I think so. Let’s see how it plays out.
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Samyak Jain 🦇🔊🌊
Samyak Jain 🦇🔊🌊@smykjain·
ETH collateral earning 28% on Base right now on Fluid 👀
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JAVELIN Asset Management
JAVELIN Asset Management@javelinasset·
Crypto-ETFs are having a significant impact on the market, supporting price gains. On Friday, daily capital inflows into ETH-ETFs exceeded the same for BTC-ETFs for the first time $332.92M vs. $320.01M The closing of the monthly BTC-dominant candle also points to further declines. These factors clearly signal the beginning of the altseason. It looks like we are following a classic cycle: first grows Bitcoin, then the cash flow moves to large altcoins (current stage). Next, mid-cap and small-cap projects will start to grow actively, and at the final stage before the correction, even the smallest and useless projects will start to pump. Now it is important to focusing not on bitcoin, but on the alt market. #BTC #Altcoins #Crypto
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Dr. Coinbal Lecter รีทวีตแล้ว
Donald J. Trump
Donald J. Trump@realDonaldTrump·
I would like to wish our great Bitcoiners a Happy 16th Anniversary of Satoshi’s White Paper. We will end Kamala’s war on crypto, & Bitcoin will be MADE IN THE USA! VOTE TRUMP! #Bitcoin #FreeRossDayOne
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intern
intern@intern·
2k away from ATH
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Dr. Coinbal Lecter
Dr. Coinbal Lecter@CoinbalLecter·
@MaxBlumenthal @nntaleb My God, she can't even answer the question specifically. It's like chewing a hot potato back and forth. And this human is a presidential candidate?
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Max Blumenthal
Max Blumenthal@MaxBlumenthal·
Here’s the clearest indication yet that Kamala Harris is Bought and Bossed by the Israel lobby, and will do nothing different than Genocide Joe In between tired bromides, Kamala repeats the “Hamas mass rape” hoax that was fed to her by Israel lobbyists
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Dr. Coinbal Lecter
Dr. Coinbal Lecter@CoinbalLecter·
@nntaleb Sir, your motivation has gone far beyond finance, risk management, philosophy and more. I guess it's time for me to get back in the saddle.
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Nassim Nicholas Taleb
Nassim Nicholas Taleb@nntaleb·
I discovered that.
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Dr Alo, DO, FACC@MohammedAlo

Why Resistance Training Alone Might Not Improve Your CVD Health! A new study reveals that relying solely on strength training without incorporating aerobic exercise may not reduce cardiovascular mortality risk. To truly protect your heart, cardio is essential alongside muscle-strengthening routines. Like, Retweet and Bookmark 🔖 7 Key Points From This New Study:- 1️⃣ Hypertension and PA Guidelines:- Hypertension is a major global health issue, and while combining aerobic activities and Muscle strengthening activities effectively manages blood pressure, their combined impact on mortality, particularly in hypertensive individuals, remains unclear. Current guidelines recommend at least 500 MET minutes per week of aerobic activity and muscle-strengthening activities on two or more days weekly to prevent disease and reduce mortality. 2️⃣ Global Adherence to PA Guidelines:- Despite these recommendations, over 80% of adults globally fail to meet both aerobic and Muscle strengthening activities guidelines, with most research focusing on the benefits of aerobic PA alone. 3️⃣ Study Demographics:- Study included 34,990 adults from the 2007 to 2013 Korea National Health and Nutrition Examination Survey, linking mortality follow-up data until 2019. 4️⃣ Result:- The study results shows, In hypertensive individuals, meeting aerobic PA guidelines alone reduced the risk of all-cause and CVD mortality by 24%, while meeting both PA guidelines lowered these risks by 40% and 43%, respectively. However, meeting only MSA guidelines had no significant impact on mortality. In those without hypertension, only meeting both PA guidelines reduced the risk of CVD mortality. 5️⃣ Stronger Effects in Hypertensive Individuals:- The protective effect of meeting aerobic and both PA guidelines, including Muscle strengthening activities, was stronger in individuals with hypertension. This supports findings that those with CVD gain more from PA, potentially due to improved endothelial function and greater blood pressure reduction, which may lower mortality risk. 6️⃣ Limitations of Muscle Strengthening Activities Only Approaches:- Meeting only Muscle strengthening activities guidelines may not provide significant health benefits, particularly for CVD mortality, as suggested by non-significant HR estimates. This indicates that without the recommended level of aerobic PA, Muscle strengthening activities alone might not be sufficient for reducing mortality risk. 7️⃣ Potential Explanations for the Risks of Exclusively Muscle Strengthening Activities:- The potential risks associated with Muscle strengthening activities alone, such as arterial stiffness and mild cardiac hypertrophy from high-volume resistance training, could explain the lack of significant differences in CVD mortality between those who meet only MSA guidelines and those who do not meet either guideline. Conclusion While this study highlights that aerobic exercise, in combination with muscle-strengthening activities (MSA), offers significant benefits for reducing cardiovascular mortality, it does not diminish the value of resistance training. Resistance training remains crucial for overall health and fitness. However, for comprehensive cardiovascular protection, it should be paired with aerobic exercise. Emphasizing both components in public health guidelines can provide a more balanced approach to improving heart health and reducing mortality risk.

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