Q. Edgar Allen II

All things

[Q. Edgar Allen II @AQUALT1]

@TMZ Sopranos?

[Q. Edgar Allen II @AQUALT1]

@stoolpresidente Beer Hall in Medford (Lantern)

[Q. Edgar Allen II @AQUALT1]

@PrestonPysh All the best!

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@elonmusk @elonmusk how does FSD navigate a crowded parking lot? Cars coming and going, multiple cars wanting the same spot?

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@KobeissiLetter @grok @grok so when was US household debt to gdp last this low? How many years ago

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@KobeissiLetter @grok isn’t household debt to gdp at a 25 year low in the United States?

[Q. Edgar Allen II @AQUALT1]

@elonmusk rename MSNBC “Crossfire” with an “X” in branding. Report on X top stories and feature debates with both sides of the aisle. Real issues on the table; nothing off limits, speak free! Weekly marquee debate to be an event & intellectual sport. Keep W/L records!

[Q. Edgar Allen II @AQUALT1]

@biancoresearch is it just as simple as the Fed has not broken anything because we have socialized interest rate risk? Massive unrealized losses sit with the Fed and not the public sector, and they can wait it out without the same private sector constraints

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@CaitlinLong_ Joint default analysis (JDA). Yup!

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@CaitlinLong_ @SenSherrodBrown Right on!! Custodia fixes this!!!

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@LynAldenContact @jameslavish @INArteCarloDoss SLR change coming. Recent Fed speech, and the appt of Vice Chair of Supervision Barr (and his recent comments on capital), suggest addl details or informal proposals this fall. Also, another way to add $1T buyers to UST mkt? Mandatory convert prime to gov mmkt.. underappreciated

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@dpuellARK @yassineARK Hey guys - one suggestion for Bitcoin Monthly piece is a blurb or a benchmark about “Adoption”. I’d love to be able to refer to it. Can be Bitcoin, lightning - even ETH or other crypto. Maybe better if quarterly or rolling 3M or 6M average? Great work overall. Thanks!

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@MarkYusko Spelling

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@PrestonPysh @nic_carter Please use the analogy involving mining and filling the valleys on a map with regard to energy usage

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@RaoulGMI Great work per usual. Q: if moving a $1T asset up that far, that fast is more difficult prior cycles when market cap smaller, won’t it require an exorbitant amount of new $? Maybe that is the point. Or is it a more a function of supply squeeze and FOMO?

[Q. Edgar Allen II @AQUALT1]

@PrestonPysh @willywoo We see some very high predictions for YE21 and ‘22, using past cycles and tech indicators. Exciting, but is it possible to move a $1T+ asset class in such short order at 2x, 4x, 6x? It will take a lot more $ to move it than prior cycles. Or is it all a matter of supply squeeze?

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@TechDev_52 Very interesting! @RaoulGMI has noted his use of Fibonacci as a key TA tool he uses to assess tops/bottoms. His YE21 price target also seems to jive with this analysis, too, though he sees cycle as extending. Would love his thoughts!

[Q. Edgar Allen II @AQUALT1]

@RaoulGMI Thanks for your work in helping educate newcomers up the crypto curve. Incredible insights on @RealVision. You’ve lately been quite focused on network effects. Seems “simple enough” but can you provide framework/metrics used to assess early stage network effects?

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@PrestonPysh @MartyBent @harry_sudock In the context of the bitcoin network as a living, breathing ecosystem, discuss the inevitable LT structural shift (and FUD) in mining rev % from issuance to fees. Per @nic_carter, nominal revs may fall materially over time. How does this impact the network/security/risks?

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@PaulCharchian Models have limitations but this is insightful and easy to understand about valuing scarcity. Well-known in BTC circles. Big institutional bid is coming, but infrastructure isn't there yet. Big front-running opp for people..size based on risk tolerance https://t.co/sOD9MPRWKY