buysized

Transplantado de pais

[buysized @Batti_FF]

@KobeissiLetter I get institutional statements still matter, but man it's not 1970 anymore who had a doubt about this?

[buysized @Batti_FF]

Trump is mastering power plays. This last one, is a big f u and independence sign to crypto 'tribe' and the Dems looking to get him to jail. Not nice, not funny, just a vulgar display of power

[buysized @Batti_FF]

Trump in post criminal phase

[buysized @Batti_FF]

@unusual_whales Speaks about what this generation has to settle for at least for now: signs of wealth rather than wealth itself

[buysized @Batti_FF]

@DarioCpx The idea of Asset Managers that since US will be underperforming and China is chaos rn + natural underallocation due to prioritising other markets excessively. Not reference for real value, just fund performance needs

[buysized @Batti_FF]

@saifedean Although from a technical point of view you are right on your assessment, I think the biggest underlying factor differencing Miles vs. previous is current population optimism and willing to engage in work and business. That will be defining.

[buysized @Batti_FF]

Oh come on just give back the money to LPs ffs

[buysized @Batti_FF]

@ClementLeeMD Scientific, but very ignorant take from Elon. Not surprising at this point.

[buysized @Batti_FF]

@OliLondonTV Completely detached from normal people's reality. Gives 2004 show vibes, starring some rich folk cooking

[buysized @Batti_FF]

If we get difficult, this applies to 70% of all major tech developments made in last 10 years

[“paula” @paularambles]

it's truly wild how bloomberg managed to completely destroy juicero with a single 60-second video

[buysized @Batti_FF]

The reason why people in your country stopped believing in the 'hustle' culture is the sheer frustration they experienced when learning how easily those on the top can multiply their wealth with no effort. The social contract is broken.

[Vivek Ramaswamy @VivekGRamaswamy]

The reason top tech companies often hire foreign-born & first-generation engineers over “native” Americans isn’t because of an innate American IQ deficit (a lazy & wrong explanation). A key part of it comes down to the c-word: culture. Tough questions demand tough answers & if we’re really serious about fixing the problem, we have to confront the TRUTH:

Our American culture has venerated mediocrity over excellence for way too long (at least since the 90s and likely longer). That doesn’t start in college, it starts YOUNG.

A culture that celebrates the prom queen over the math olympiad champ, or the jock over the valedictorian, will not produce the best engineers.

A culture that venerates Cory from “Boy Meets World,” or Zach & Slater over Screech in “Saved by the Bell,” or ‘Stefan’ over Steve Urkel in “Family Matters,” will not produce the best engineers.

(Fact: I know *multiple* sets of immigrant parents in the 90s who actively limited how much their kids could watch those TV shows precisely because they promoted mediocrity…and their kids went on to become wildly successful STEM graduates).

More movies like Whiplash, fewer reruns of “Friends.” More math tutoring, fewer sleepovers. More weekend science competitions, fewer Saturday morning cartoons. More books, less TV. More creating, less “chillin.” More extracurriculars, less “hanging out at the mall.”

Most normal American parents look skeptically at “those kinds of parents.” More normal American kids view such “those kinds of kids” with scorn. If you grow up aspiring to normalcy, normalcy is what you will achieve.

Now close your eyes & visualize which families you knew in the 90s (or even now) who raise their kids according to one model versus the other. Be brutally honest.

“Normalcy” doesn’t cut it in a hyper-competitive global market for technical talent. And if we pretend like it does, we’ll have our asses handed to us by China.

This can be our Sputnik moment. We’ve awaken from slumber before & we can do it again. Trump’s election hopefully marks the beginning of a new golden era in America, but only if our culture fully wakes up. A culture that once again prioritizes achievement over normalcy; excellence over mediocrity; nerdiness over conformity; hard work over laziness.

That’s the work we have cut out for us, rather than wallowing in victimhood & just wishing (or legislating) alternative hiring practices into existence. I’m confident we can do it. 🇺🇸 🇺🇸

[buysized @Batti_FF]

@litcapital Technocratic nepotism, the next iteration of plutocracy, and the inevitable consequence of the latest industrial revolution

[buysized @Batti_FF]

@INArteCarloDoss QE was supposed to be temporary but became permanent and massive. After QE regime on top of what should have been QT (post COVID), you could see we were heading nowhere

[buysized @Batti_FF]

@DailyPalantir You don't do golf or steak, you indulge in strong narratives, fueled by drug using and megalomania, on top of contracting with state friends. The latter is your only competitive advantage.

[buysized @Batti_FF]

Actually, now it's even more complex to unwrap the MAG7 trade since it's pretty much 100% correlated with crypto prices

[buysized @Batti_FF]

With the current state of affairs in US with a gov of the rich, funding their own enterprises, the American dream is finally over

[buysized @Batti_FF]

The current version of the US will make some of its founding fathers quite sick

[buysized @Batti_FF]

@PeterSchiff It may be time to understand that facts alone won't help understanding the matter here. Narrative trumps facts long time ago

[buysized @Batti_FF]

Bitcoin will prevail as store of value and will likely be the dominant asset + eth in the space. The rest is exchange money, not currency

[buysized @Batti_FF]

Today's market is not the tech bubble, it's not Enron, it's not tulips. Let me break it down

[buysized @Batti_FF]

Which will lead to even more concentration on a few names, and eventually the end of public markets as we know them, with far less listings