Kencode

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Kencode

Kencode

@0xKencode

Searching for the crypto empirical truth. Survivor of LUNA and FTX wreckage. Mastering second order chaos with shetcoins. At least I'm not a fee donkey.

wholesomeland Sumali Eylül 2021
1.5K Sinusundan241 Mga Tagasunod
Compounding Quality
Compounding Quality@QCompounding·
Twitter is a free University. If you follow the right accounts, you can get an MBA-level education for FREE. Here are 9 treads about Investing and Finance everyone should see:
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Daniel Mahncke
Daniel Mahncke@MnkeDaniel·
I've worked through the Book Recommendations of the greatest Investors. Here are the 10 Most Featured Books: 1. Skin in the Game Taleb wrote many phenomenal books. This is about asymmetries in life and it'll change your idea of risk. “Heads, I win, tails, I don’t lose much.”
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George Mack
George Mack@george__mack·
How to get creative (without taking drugs): 13 techniques I've found useful: 1. Consume Niche Content Go to YouTube or Twitter. Step 1 - Scroll through Explore page Step 2 - Only click on content that has under 5K views 90% is often a waste of time. But 10% turns into an incredible niche input that nobody else on the internet is tapping into. That 10% input is like a VC's investment portfolio - it makes up for all the failed investments 2. Balaji's Transformer If you have a written idea -- try to draw it If you have a visual idea -- try to write it If you have a numerical idea -- try to explain it out loud The process of transforming the idea from one language to another produces a new perspective 3. Wake Up Early -- Or Stay Up Late Most people hit peak creativity whilst others are asleep. Why? The brain is free to stop worrying about other people -- and fills the vacuum with ideas instead. 4. Create An Evil Twin Imagine there's an evil identical twin of you whose sole job is to out-think you. What are they thinking? This thought experiment allows the mind to explore creative ideas -- because you can blame it on the twin. 5. Spin Wheels Step 1 - Collect the best questions you find Step 2 - Add them to a spinning wheel app Step 3 - Spin the wheel before bed Step 4 - Leave the question with the subconscious overnight Step 5 - Brainstorm on the question first thing in the morning before any input 6. Escape The News Trap Most people only consume content made in the last 24 hours. David Perell calls this the "Never-Ending-Now" Instead, study the best of history. Your inputs go from the best content in the last 24h to the best content ever made. Imagine if you could only consume music that was made in the last 24 hours. This is what most people do with their content habits. 7. Be Like Japan When I ask people where they want to travel to: Most say Japan Japan practiced an isolationist policy called Sakoku for 265 years. They cut off the outside world -- resulting in their unique culture Once per quarter, practice Sakoku for a weekend or a week Sakoku is intermittent fasting for the mimetic mind In the interconnected age, your thoughts feel like your own -- but it's often society's voice echoing. When you spend a week alone with 0 external inputs -- the echoes disappear and you hear your own creative voice 8. Avoid Dramatic People Human Brain Paradox: Your brain is a supercomputer -- but it can only have 1 thought at a time. Every thought has an opportunity cost. Toxic and dramatic people are so dangerous to creativity -- they eat your supercomputers RAM. 9. Never Identify With Ideas People don't have ideas. Ideas have people. You are just a vessel for ideas to pass through 2nd album syndrome and writer's block are often caused by the creator building an identity to defend. 10. Create A Mood Log When you feel creative -- log the causes. When you feel uncreative -- log the causes. Once per month, review it and redesign your environment based on this log. 11. The Manhattan Project Find the smartest people you know. Get an AirBnB away from all distractions together. Throw ideas back and forth like a tennis match. In this scenario, if you have 3 people, 1+1+1 = 111. You unlock their bottlenecks, which leads to a greater version of them unlocking your bottlenecks. It's a positive compounding flywheel that is greater than the sum of its components. Swedish House Mafia did this to create the iconic "One". It's one of the best videos I've ever seen. (See below)
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Stat Arb
Stat Arb@quant_arb·
Raising capital. A long ass thread. 🧵👀🕵️‍♂️🫰🤑💸 Sources, structures, and general tips. ...
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Daniel Mahncke
Daniel Mahncke@MnkeDaniel·
Mohnish Pabrai is a successful investor and an avid reader. He taught himself how to invest by reading books instead of going to business school. Here are 6 books he studied to learn Investing👇🏼
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wassieloyer
wassieloyer@wassielawyer·
4/ Let us consider some of the common options. BVI or Cayman Islands limited companies. I tend to group these two together (even though there are some important differences) because I consider these the two more 'legit' island jurisdictions. What do they offer?
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wassieloyer
wassieloyer@wassielawyer·
1/ One of the most common questions I receive from startup founders is 'Where do I incorporate my company'? This is a question without an easy answer - and lawyers / service providers all shilling you their own jurisdictions doesn't help. Hopefully this thread does.
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Piotr Pomorski
Piotr Pomorski@PtrPomorski·
IMO, you can do everything in financial machine learning with these two models: linear/logistic reg and lightgbm. Random Forest also works but then again you can just use a ‘rf’ booster in LGBM. And forget about neural nets.
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DeFi^2
DeFi^2@DefiSquared·
Exclusive new research on SUI: Intentionally misrepresented emissions and proof the team themselves are dumping rewards from *locked* and *non-circulating* staked SUI onto Binance. (1/12)
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Kencode
Kencode@0xKencode·
Applying the lost decade theory to the crypto market, the crypto "lost decade" is about 700-1300 days. If this history rhymes, wagmi. If not, will delete tweet.
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Dami-Defi
Dami-Defi@DamiDefi·
Almost $1M trading volume in 24hrs -98% in just 3 hours. Here an easy ways to check tokens for red flags using @bubblemaps Let's investigate 🧵
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CJ Gustafson
CJ Gustafson@cjgustafson·
GymShark is beating Nike, Adidas, and LuLu Lemon at their own game... And they're doing it by way of Accounting. It's called the cash conversion cycle. Here's how it works:
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