NANO BUSHIDO (Always partying)

@CL207 Tiktok gamer brain.

during today's morning coffee, cat realized how the latest league update, introduces plates where you earn a bit of gold on each chunk of turret's hp not much changes for in game economy, but is fascinating from a behavioral science perspective of current dopamine economy

@aleabitoreddit I mean would you not just short this xD?

$IREN $6 Billion ATM is massive. For the people who hold $IREN, the truth you might not want to hear is: -> Wait until existing holders get diluted to oblivion -> Use them to "buy the dip" of $6 Billion in new shares for you. -> Go long after. If you're long now: That inevitable $6B in new shares + selling pressure structurally caps upside in your equity and serves as a overhang in any rally. Companies don’t file a $6B ATM not to use it. They will, and as much as they can on any rally. The reality is that there are other financing methods, but ATMs are the most destructive ones to retail shareholders. $IREN itself is a solid company unlike movie theater stocks, but like excessive dilution referenced: You will likely see the marketcap of $IREN go up back toward $20B, but the your share prices tanking in value. TLDR: The harsh reality is $IREN might fundamentally succeed and build a massive DC footprint. But it's at the cost of heavily diluting retail shareholders. Retail investors should care more about the value of their own stock increasing over the company's value. Disclosure: I have zero economic interest or positions in the company, but I do care about prioritizing retail interest.

@DonAlt fuckin banger lmao

The economy President nuked the economy The no war President started a war in the Middle East The drain the swamp President promotes corruption The crypto President launched rugs The release the Epstein files President is in them The cheap oil President made oil moon Alright...

@kevinxu sold a ton of this, looking to get back in but this bleed seems here to stay xD. I thought we would have some sort of pull back by now.

my ass got cooked ngl

@drewlevin Man always thought riot being vocal on account bans/punishment would improve the level of solo queue. I would like to say I was so wrong lmao. Ocenia is still a cesspool. Please SoS.

ok I go to bed, pls reply with your bugs boosters and claims that you were incorrectly banned by our boosting detection and we’ll get to them in the morning tyyyyyy

@isaac888 @CL207 @KlLLYgonzalez HK people have insane good english.

@CL207 @KlLLYgonzalez Does cat speak cantonese

been in hongkong for 2 weeks and just noticed these super slow moving trams only ever go in 2 directions, west and east, cat needed to go east and thus hopped on one immediately the vibrations of the soft engines and music of the bells mask over the noise of the traffic, and also met a cute mom and daughter just sitting there was one of the happiest thing ive ever done

holy shit I thought mfers were trolling with this fake screenshot but it's actually the legit latin translation 😭 god is a poet

I’ve seen way too many concerning DMs in the last 24 hours. I’m BEGGING you - PLEASE be more careful with your money. The upside might feel limitless, but the downside is very real. You only have so much capital. Protect it. Some of you seriously need gambling addiction help.

If you thought the recent memecoin liquidity scams were bad, just wait until the market maker scheme unravels. Here’s how it works: Market makers secure loans to acquire tokens at a discount. They offload those tokens for a hefty profit, driving prices down, triggering liquidations, and effectively nuking the chart. Once the price bottoms out, they quietly buy back at a lower cost. Then, when the project finally lands its exchange listings, the price rebounds, and market makers dump again at the top. Here’s the kicker - by securing those listings within a year, they sidestep high strike fees. The result? A perfectly legal rinse-and-repeat cycle where market makers and exchanges win every time - at the retail investor’s expense. At this point, I don’t think this is a conspiracy. I’m just waiting for the house of cards to collapse.

@DrewPavlou The IRONY IS THAT the USA, Britain and Russia sanctioned ukraine to take their nuclear weapons away on the promise "TO NEVER INVADE". Lesson here is if you dont stock nuclear weapons XD your country is a joke.

This is perhaps the most evil thing Trump has ever posted. It is like blaming Poland for being invaded by Hitler. To viciously attack Ukraine while never once reserving a single harsh word for Putin - the actual dictator responsible for millions of deaths - is sick.

@CL207 Noooo theres way better breakkie options in HK then a nice toastie

gmeow ate some brekky with an german heiress today

Japan said Monday it will allow Taiwanese who marry a Japanese to list the individual's place of origin as #Taiwan, instead of China, in Japan's family registry system. english.kyodonews.net/news/2025/02/5…

@graildoteth All it takes is 1 GOOD game that is not built for crypto but accepts crypto to change this landscape.

IS WEB3 GAMING DEAD? Investing in a product-focused web3 game is now a meditation on how much punishment one is willing to endure while waiting for a catalyst to save your portfolio. Building a web3 gaming product is a mediation on how much abuse your team can endure from the community of down bad bag holders while still trying to launch a product that the market is ambivalent, uncaring, and often hostile. Welcome to gaming meets crypto folks. Those who lack the tolerance for pain, avoid it and just stay in the memecoin casino. You are statically almost certainly going to get a full portfolio wipe eventually playing that game, but you'll feel the dopamine thrill while falling into the abyss of bankruptcy. When you invest in gaming, it's just a slow and quite frankly, boring death by a thousand portfolio cuts, especially for those who are in for a quick trade or quick sprint to TGE and then flip. Long term holders learn to understand the real meaning of the word 'long term' and flippers turned bagholders often learn what "joining the community" means. Based on the market performance of gaming tokens and a string of recent GameFi TGEs, the speculative gaming narrative is dying, crushed, and cracked by the pressures exerted by the memecoin craze. As someone who has been all in gaming with bags all over there place, I feel the pain here. But despite all the 'gaming is ded' noise that makes for great clickbait, let me posit a thought in support of gaming. Maybe what's dying is the old narrative and maybe a new, more robust narrative is being fashioned in its place. You see web3 gaming has a problem with some absurd expectations right now. The (legit) web3 gaming teams show up to run a marathon, but the spectators cheering in the stands are expecting the race to be a 100-meter dash that takes just seconds, not a 42-kilometer slog that takes hours. And right now, the entire stadium of active participants powering the entire ecosystem called web3 are (now) conditioned to expect lightning-quick sprints to TGE where each participant must seemingly set an instant world record or be labeled as a failure. Under these brutal expectations, teams building products with long development life cycles face galeforce headwinds. And getting the worst of it are those building web3 games, a sector that has to bear the added burden of years of disappointing failures and scams and several bull-to-bust cycles that have NOT yet resulted in any break-out successes. The life cycle of a legitimate game does not match well with the hyper-short timelines expected in web3, where whitepaper idea to product implementation can occur in days or weeks. Gaming, as it is now, cannot compete. It's a different kind of product entirely with a different set of expectations, made clear by the past 4 years. Right now, stripped of any extra speculative hype, gaming does not stack up favorably to the attention-driven memecoin world where massive profits can flow in, and just as quickly, straight back out of projects quicker than you can flip a coin. Where can gaming eke out a win if you can't bust out massive wins right at the start (the TGE)? With the long game. By building something succeeds and acquires real players (duh), and a lot of them. By enduring the long run to the finish line over many months and possibly years, with dozens of iterations to find what works, optimize, and discard what does not. And that long game is making undisputable breach into web2, winning by attracting player scale AND showing revenue numbers. This long game is a slog. It's difficult, it's expensive, it's years in the making, years of watching hot air rise to the top of market caps while projects of substance sink to the bottom. But here the risk and the great reward is that not one game so far has achieved this. It's a new horizon. We don't know what we will see when we push forward. It's a blank slate. But on it, any story can be yet written. New narratives captured. There is an asymmetry to this bet. And all it takes is one trade, one bet gone right, that can change your life. To back something that everyone discards. That's how millionaires are made. My thesis is this and has always been this: The first game that shows player scale outside of web3 while also demonstrating how the gravity of crypto incentives unleashed on gamers completely oblivious to the web3 side dramatically increase UA & in-game spend behaviors... Is going to crash into the greater gaming market like a bull in a china shop. The sound of disruption is going to change things. The question is, what players are going to make it to the end of the race? Which bulls are the ones that crash into the shop and start smashing things and making noise? So no, web3 gaming is not dead. It's not in vogue. It's not making investors (or teams building) rich, yet. But. The teams that can crack this diamond-hard nut and deliver the first game that crushes the numbers is going to change the game for all games. The risks are high, but the rewards for getting this right are even higher. So yes, I'm going to take this bet.

🥟 Dim sum with old friend back in town for meetings. Her family makes car parts in China and Malaysia. They looked into building a factory in the U.S. some years ago but it would take too long and cost too much. I asked if it would help now with advances in automation, political support for reshoring and co-investors from the U.S. who want to do a JV. Even with all that it would be difficult because her car parts rely on other components from around the world. The cost of producing her parts in USA and needing to import all the components would still price her out of the market and clients want the cheapest price. They were thinking of setting up in Mexico like her competitors did but opted for Malaysia since it’s more cost effective to source the little parts from China. Now her competitors who set up in Mexico are a bit screwed because the Trump tariffs are going to make it too expensive which defeated the purpose of setting up in Mexico and the clients are calling her in Malaysia. This is a reminder of how interconnected the global supply chain is and why tariff wars complicate things further.

@christinelu I mean most data that comes out of china has proven to be false so .-. lmao

If anyone really believes DeepSeek is a side hustle that cost $5M then I have a bridge to China to sell to you. But first, I need to buy some $NVIDIA stock because I love a good discount.

@kiriragi God damn, do i get a milady as well now.

I am to unleash my inner demons. No more carefree baby vibes. being retat with silly friends is subjectively provisioning. milady

@0xSweep You know iam suprised pxns web3 sales plateform didnt work out lmao.

everything feels 10x cheaper when you convert it to sol

@christinelu Its also hard to just move if your chinese. To move and completely server ties would mean your whole family would need to move also.

America is too xenophobic and self-absorbed to compete with China effectively. The Chinese government’s Achilles heel is fear of its own people. It’s why they censor and control information and go to great lengths to silence critics and dissidents overseas. Their economy is really struggling right now. Unemployment is high. People have lost money in bad real estate investments. No one is spending. Strict capital controls still in place or else money would flow out. Everyone who can afford to is trying to gtfo. If we were smart we’d make it easier to brain drain their talent but we’re too xenophobic for that. We should also stop treating them like a developing country when it benefits them and adopt a policy of reciprocity when it comes to giving access to our market. We’re also too self-absorbed to effectively engage countries around the world that China has influenced in the last decade. We’re too busy starting shit with our neighbors in Canada and Mexico while trying to take over the Panama Canal.

reminder that @deepseek_ai spent just over $5.57 million to train their DeepSeek-V3 model, which is what META pays five senior AI researchers in one year. LITERALLY HOW????

As someone else who spends a lot of time providing public goods... The burnout is real. Every single time I do degen shit and make more money by pressing two or three buttons than by working hard and providing a good service, it makes me want to fold.