Martin Velder

26 posts

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Martin Velder

Martin Velder

@VectorToZero

Retired poker pro · Top winrates 6max NLHE/PLO 2010–22 · Now trading everything else · Opinionated · On multiple Polymarket Leaderboards · Unnecessarily dry

加入时间 Mart 2026
82 关注8 粉丝
Kevin Xu
Kevin Xu@kevinxu·
friend’s kid asked what they should major in college i almost cried what do you even say anymore
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Martin Velder
Martin Velder@VectorToZero·
@elonmusk Hard to argue with this. shame you implement it selectively
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Martin Velder
Martin Velder@VectorToZero·
@zerohedge NATO ally war-gaming demolition against the US. Legit crazy this is a real headline.
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BSCN
BSCN@BSCNews·
🚨UPDATE: TRUMP FAMILY-LINKED AMERICAN BITCOIN BECOMES 16TH LARGEST BTC TREASURY American Bitcoin now holds roughly 6,899 $BTC, blockchain data platform @arkham reports. The stash is valued at around $486 million. The firm has entered the top tier of BTC treasury holders. It now ranks 16th globally by Bitcoin reserves.
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Martin Velder
Martin Velder@VectorToZero·
@zerohedge Agree, the notion that following the law should be punished by law
GIF
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Martin Velder
Martin Velder@VectorToZero·
@theojaffee Luxury in the precise sense of the regions most exposed to displacement are also the ones building and integrating it fastest. A miner in North Africa isn't losing sleep over AI. A consultant in London is.
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Theo
Theo@theojaffee·
Negative sentiment toward AI is a luxury belief
Theo tweet media
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Martin Velder
Martin Velder@VectorToZero·
@Tekeee Easiest way to avoid it is to force yourself into tangibles during the run. My long-term crypto portfolio is down, but I bought real estate and gold throughout the bull market. Built in friction that helps when you are too much of a pink coloured glasses permabull.
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Tekee
Tekee@Tekeee·
I’m convinced 90% of people here have roundtripped all their gains
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Benjamin De Kraker
Benjamin De Kraker@BenjaminDEKR·
@beffjezos Running out of time to what? If the Singularity is here, we arguably are about to have a LOT of time
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Beff (e/acc)
Beff (e/acc)@beffjezos·
When you realize we have entered the singularity and you are running out of time
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Jon Brooks
Jon Brooks@jonbrooks·
48M boomers+ will pass in the next 20 years Who will buy all their overpriced houses?
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Martin Velder
Martin Velder@VectorToZero·
@TheRealMessages @Polymarket You are cheerleading a spike in a polymarket market with low liquidity to validate your bearishness. Screams desperation bro 🤦‍♂️
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ChainWhisperer
ChainWhisperer@TheRealMessages·
@Polymarket Where did all the delusional bulls go🤣 Really quite now. I told you this was the top we go lower
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Polymarket
Polymarket@Polymarket·
BREAKING: Bitcoin is now projected to crash below $45,000 by the end of this year. 51% chance.
Polymarket tweet media
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Martin Velder
Martin Velder@VectorToZero·
@Polymarket More likely an illiquidity peak, it's already going down. true odds closer to 30-35%. Aped a few no shares, if only to sell soon once it gets closer to the 30-35%
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Martin Velder
Martin Velder@VectorToZero·
@ianbremmer From the we can't afford Ukraine crowd to 200b for Iran in one week.
GIF
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ian bremmer
ian bremmer@ianbremmer·
biden total spend on ukraine: $180 billion the pentagon just asked for $200 billion for war in iran.
ian bremmer tweet media
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Martin Velder
Martin Velder@VectorToZero·
Nobody got rich endlessly diversifying across 'real activity.' You outperform by picking winners. This is a product designed to give you mediocre returns with a still-high risk profile. I would avoid.
Nansen 🧭@nansen_ai

Crypto's real activity runs across 8 L1s. NX8 gives you exposure to all of them in one token. Payments, DeFi, derivatives, RWAs, store of value. Methodology built with @gmci_ and @wintermute_t - informed by Nansen wallet intelligence across 20+ chains. Issued by @opendelta_

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Polymarket
Polymarket@Polymarket·
JUST IN: Figma stock plunged -8% in one day after Google unveiled AI “vibe design” tool.
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Martin Velder
Martin Velder@VectorToZero·
@Tekeee Canned goods if you believe the hype. Everything on your list if you're in camp 'nothing ever happens.'
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Tekee
Tekee@Tekeee·
Gold is crashing. Silver is crashing. Crypto is crashing. Stocks are crashing. The dollar is crashing. Real talk what should we buy now?
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Martin Velder
Martin Velder@VectorToZero·
@balajis Balaji with the shortsighted fear-mongering, right on cue.
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Balaji
Balaji@balajis·
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
Balaji tweet media
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Martin Velder
Martin Velder@VectorToZero·
This is dangerous fear monger slop from a famous slop monster. This permanent change and damage to oil infra is simply not supported by history. Eveyr single time there has been a major conflict, they rebuild. Fast. Gulf war, drone attacks, iraq, etc. Also, markets generally price-in the risk associated with an event prior to the occurrence of that event, thereby transferring much of the economic impact from the event itself to the panic preceding it. SPR, shale and some form of demand destruction will curb inflation. Capital relocation is also overblown as the LPs and Gulf States also understand they need resilience in their economies and in their pockets and investing in what they are doing now exactly accomplishes that. Same for investments in power to X, Solar and C2C. Nice, sensationalist article, but as many of balaljis predictions, wrong on many levels. This is the same guy who called $1M bitcoin, predicted all banks insolvent, and sold the "network state" as serious political philosophy.
Balaji@balajis

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

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Martin Velder
Martin Velder@VectorToZero·
You, on the other hand, are running a complete legit business am i right?
Michael Saylor@saylor

@BorisJohnson Bitcoin is not a Ponzi scheme. A Ponzi requires a central operator promising returns and paying early investors with funds from later ones. Bitcoin has no issuer, no promoter, and no guaranteed return—just an open, decentralized monetary network driven by code and market demand.

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Martin Velder
Martin Velder@VectorToZero·
@Galois_Capital WW1 wasn't called WW1 until WW2 started, we will probably confirm WW3 once China moves on Taiwan
GIF
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Galois Kevin
Galois Kevin@Galois_Capital·
When the future historians write the history books, I wonder if by mid March 2026 they will have written that WW3 had already started. Who knows?
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