0xhiru

Crypto, DeFi, Robot

[0xhiru @0xhiru]

@elonmusk Interest rate hikes are a blunt instrument.

It lacks nuance, creativity, finesse. They way GMC make EVs.

[0xhiru @0xhiru]

@VitalikButerin Governance tokens lack guard rails in a bad way. Clarity on what rights are granted on ownership, will allow the application of substantive valuation, cross-sectional peer comparison across projects. Make it more difficult for bad actors to screw retail.

[0xhiru @0xhiru]

Robots do it better. iykyk

[0xhiru @0xhiru]

Diversify your way to mediocrity. Concentrate your bets for real wealth creation.

[0xhiru @0xhiru]

@Irenezhao_ 4/ is required reading for any aspiring investor

[0xhiru @0xhiru]

@Irenezhao_ A window into another time and into the soul.

[0xhiru @0xhiru]

@uhr3al @business Yeh, Endowment funds running fast to try to stand still.

[0xhiru @0xhiru]

@zhusu Crypto’s cry havoc, or Gensler’s fud a fake out? My take: right now, it’s still a case of, the hands can’t hit what the eyes can’t see.

[0xhiru @0xhiru]

Shadowy Super-Coders be like

[0xhiru @0xhiru]

@juthica In TradFi, this may flag relative consensus in the investor base. In Crypto, it’s uncharacteristic and raises as many questions as answers.

[0xhiru @0xhiru]

@CryptoCobain What fiction books did you shill @teen_executive? Need to do some soul gazing.

[0xhiru @0xhiru]

@RNR_0 Agree. Bide your time, pick your bets. DO NOT double down on your bags.

[0xhiru @0xhiru]

@uhr3al I bet they will look different real soon.

[0xhiru @0xhiru]

Forget time wasting shilling your bags. Focus on the project, the team, the community, whether your wagon is hitched with key investors. Market price is irrelevant in this context. Do the work and wait for the thesis to play out.

[0xhiru @0xhiru]

@mrjasonchoi "Most men would rather die than think. Many do." Bertrand Russell

[0xhiru @0xhiru]

@uhr3al @fubuloubu Boomers are retiring, will continue to do so. U.S. unemployment rate is still well off pre-pandemic levels. Probably early Fall, before we see some stable data. Excluding the impact of unemployment and childcare benefits and a reflation trade that is more broad-based.

[0xhiru @0xhiru]

@uhr3al @safetyth1rd True. Traditionally, Value investors get jacked on price declines, and load up on bottomed out opportunities where they have a fundamental or arbitrage angle.

[0xhiru @0xhiru]

Boomer inability to get their entire face in screen on a zoom call is really remarkable.

[0xhiru @0xhiru]

@uhr3al @zerohedge Yes, in context of what was a flattish wage growth environment. Single case, but rain always starts with a few drops.

[0xhiru @0xhiru]

@uhr3al @zhusu Long copper, yes, fundamentally short supply, electrification demand pipeline is clear.

Short oil, hard work. Had a nice run up and OPEC is beating them drums. BUT tight supply and taking advantage of the reopening trade across the Atlantic is a nice play. Long Copper/Long Oil.