Crypt⭕️ Klee (Ecomi 💎🙌🏻🚀)

Shill me your shitcoins: 0xF7F604fC4945Ea047e36255e7C24337bBf98fc41

[Crypt⭕️ Klee (Ecomi 💎🙌🏻🚀) @Crypto_Klee]

To all the homies: Keep stacking $OMI while it still cheap. Because once @veve_official goes supernova and token has utility + over 5million users, $OMI will get expensive real quick.

👇A thread on how this works (for the newbs)

#ecomi #ECOMIFam #crypto #VeVecollectibles

[GREG ISENBERG @gregisenberg]

I was part of startups that raised billions of VC in my 20s in Silicon Valley and didn't make much money:

1. VCs tell you to dedicate your life to the business, but they take August off.

2. VCs tell you that you need to go big or go home, but their business is a collection of many bets

3. VCs tell you it's all about team, but it’s common to replace a founder/ceo.

4. VCs tell you to be lean and agile, but they’ll drown you in cash if it means a big exit.

5. VCs tell you to maintain a work-life balance, but smile when you send emails at midnight.

6. VCs tell you to own your niche, but often nudge you towards mass markets before you're ready.

7. VCs tell you to measure everything, but their decision to fund often hinges on intangible 'gut feelings'.

Am I wrong? Be honest.

Now, I don't think all VCs are the same, just like all entrepreneurs aren't the same.

But the problem isn't in VCs, it's two things:

1) Some businesses need venture funding to thrive. The SpaceX type businesses or Uber type businesses

2) VCs aren't 100% aligned with founders (especially first time founders).

Let me break it down.

They are incentivized for you to grow valuation. And sell or go public one day.

But if you get an M&A offer that might be life-changing for you and your family? They might say don't do it.

That happened to me.

I had an M&A offer that was life changing when I was 22 years old.

I would return 3x the amount I raised. Not bad right?

I brought the deal to my lead VC. And he wouldn't sign the paperwork.

"I'm not thinking big enough. Imagine what I can get in 5 years. Forget 3x, think 30x".

I'll write about that story in a future newsletter post (link in bio).

So, for most entrepreneurs, I say make your money doing bootstrapped.

Support your family. Buy your first house. Retire your parents. Do whatcha gotta do.

That "makes a ding in the universe" in a different way.

It makes a ding in your universe.

Don't be shy to share this.

Let's have an honest convo about this.

[Nuvix @NuvixG]

@RaoulGMI @BittelJulien $DFTU

[Scott L @IamScottlarson]

Zuckerberg's emails about the Instagram deal are a masterclass in business strategy and are worth studying. 🧵👇

[Karl Matt Button │ Apex Fitness Adv. @KarlApexFit]

I torched 37lbs of fat in 18 weeks with no cardio.

I've been training and coaching for over a decade.

Here is 15 years of fat loss advice in one thread:

(Instant bookmark)

1. Greek Yogurt + Whey Protein for breakfast is a fat loss cheat code.

[Fred Krueger @dotkrueger]

Bitcoin 69K in November 2021 is very different from Bitcoin 69K in April 2024.

In November 2021, the Power Law "fair value" was 24.5K. We were trading at 2.8X that. In log terms, thats about 1.6 standard deviations! That's VERY expensive.

Today the power law model "fair value" is 64K. We are at 8% over fair value. Thats just 0.1 standard deviation. Basically, we are "on trend".

The biggest deviation overshoot was in March 2021 when we hit 58K. At that point the trendline was 18.2K, 3.2X. That's about 2 standard deviations!

Most people don't appreciate this. It's one of the big benefits of the power law tool of analysis!

[Stack Hodler @stackhodler]

The Yen carry trade is blowing up in front of us and #Bitcoin is trading above $71,000

Few understand this (mainly because it's nerdy as hell)

But it's a big deal.

And every investor should at least kind of get it to grasp what's really going on with their portfolio.

In simple terms: Japan has kept interest rates artificially super low for over a decade.

Even lower than the US and Europe.

That forced Japanese investors to invest overseas to seek better returns.

Over $3 Trillion found its way into overseas markets, pumping up asset prices and keeping US and EU borrowing costs artificially low as they happily deficit spent.

What were the Japanese investors buying?

Mainly US and European bonds to get better yields than they could get at home.

But since they live in Japan, they care about their returns in Yen terms - not dollar or euro terms.

So they had to hedge their foreign investments to protect themselves in the case of currency volatility.

Why?

Because if you buy a European bond and the Euro suddenly crashes vs the Yen, you could end up losing in Yen terms.

So you buy some insurance for that scenario and pay a premium to protect against that risk.

That works fine until Yen volatility increases.

Which is exactly what is happening now:

As currency volatility increases, the insurance to protect against it gets more expensive.

The insurance starts to eat into the returns you could get by holding US and EU bonds.

So what do you do?

You sell the foreign bonds when they no longer earn you more than holding a Japanese bond.

And if the Japanese bond yields are rising, then that also increases their relative attractiveness.

Which is ALSO happening now, and needs to happen even more to protect the Yen from devaluing too much.

Japanese bond yields are surging towards decade+ highs as I type this:

This is why people care about the Yen and Japanese government bonds.

When Yen volatility rises and Japanese government bond yields rise, investment capital flows out of US and EU bonds and back into Japan.

When investment capital flows out of US and EU bonds, then US and EU bond yields rise.

When those yields rise, highly indebted governments (like the US) start to look even more insolvent than they already look.

Why?

Because higher yields mean higher interest payments on the debt in the near future.

And considering the US is already deficit spending trillions of dollars, those interest payments can only be paid with more borrowed money.

Borrowing more money increases the bond supply, which sends yields even higher.

Which increases the interest payments further, and increases the need for the government to borrow.

Starting to make sense? It's a vicious feedback loop.

So what's the solution?

There's only one solution: When debt becomes impossible to pay in real terms, governments debase their currency to pay it in nominal terms.

And that's why this is tied to #Bitcoin

The fact that Bitcoin is rising over $70K as global bond yields once again surge indicates the market understands that higher yields simply means the timeline for currency debasement is accelerating.

It's an open secret that the fiat endgame is massive currency devaluations.

It's already happening (that's why all assets are sitting near highs), but it can accelerate.

It's all a big game of musical chairs, and investors are becoming increasingly aware that there are only 21 million seats.

When a wave of debasement hits, you want to be holding the hardest assets you can find.

And finite Bitcoin is the hardest asset.

With the recent push by BlackRock, it is increasingly perceived as the Ark for the coming fiat flood.

But there's still plenty of room left on the Ark.

So you might want to secure a seat just in case.

[Raoul Pal @RaoulGMI]

While everyone is worried about 3.5% inflation, the real issue is the ongoing 8% per annum debasement of currency, on top of inflation.

Your hurdle rate to break even is around 12%, which is the 10-year average returns of the S&P 500...just to keep your purchasing power.

[Columbus @columbus0x]

You're up 203% 🔥

Days later, you're down 41%, and after four months, it's -91%.
Sounds familiar?

You get profits fast in crypto.
But most will lose them again.

How to take profits 🧵👇

[Thomas Fahrer @thomas_fahrer]

8 MUST read books for anyone interested in #Bitcoin 📚

1) The Creature from Jekyll Island

Where does money come from? Where does it go? Who makes it? Start here.

[MARMOT @Web3Marmot]

I make $200+ per day just by running apps on my phone.

It's called DePIN.

No need for active participation, just install and run the right apps.

Top projects that will generate passive income for you 🧵👇

[GREG ISENBERG @gregisenberg]

20 years of juicy startup & life knowledge in 1159 words

1. Everything is a drug. Coffee is a drug. Food is a drug. Business is a drug. Use accordingly.

2. Google is a $2T biz walking around with their pants on fire because of AI. There's no guarantees in life

(keep reading)

[Crypt⭕️ Klee (Ecomi 💎🙌🏻🚀) @Crypto_Klee]

@gordan100x done

[Sean Kelly @seanpk]

8 years ago, Jensen Huang hand delivered to OpenAI, the first AI-focussed GPU made by Nvidia.

This moment marks the end of Intel's dominance.
It wasn't luck, it was deeper.

Jensen has said publicly that Nvidia 'did it' by religiously following 4 core values 👇🏻

[Tim Denning @Tim_Denning]

This is Raoul Pal.

The most in-demand guest for podcasts about money.

He teaches people how to think about money.

I spent thousands of $$$ to learn from him.

Here are 15 of his strategies that transformed my life (and will do the same for you):

[Crypt⭕️ Klee (Ecomi 💎🙌🏻🚀) @Crypto_Klee]

@CryptoGodJohn $dmtr

[kyle o’hehir @financeguy725]

HOW TO HIRE GOOD ATTORNEYS

"Your partner hired me, he has to fire me, not you!."

i handed my phone to my partner over the pizza we were having for lunch

"Joe, fire this piece of shit for me"

first casualty of many

here's my process for finding lawyers who don't suck 👇🧵

[Ábris Babicz | The Demi Cycle Protocol 🧬 @AbrisGains]

Losing your belly will

-Make your shirts fit well
-Set better standards for your family
-Protect your health going into your 50s, 60s & beyond

Sounds like a dream?

Then save these 9 tips to get rid of your visceral fat in 2024 (NO calorie counting) ⤵️

[Crypt⭕️ Klee (Ecomi 💎🙌🏻🚀) @Crypto_Klee]

@CryptoGodJohn Just hold $DMTR. Last I checked everyone needs to eat food and they are revolutionizing the entire industry.

[Jonnie King 🍌👑 @JonnieKing]

I’ve been tracking the Bitcoin Halving Cycle for many many moons, trying to analyze as many patterns as possible to give me confluence in a signal for this cycle’s top and bottom.

There’s five that I will focus on in this thread:

1. Trough to Peak
2. Halving to Peak
3. Peak to Trough
4. Trough to Trough
5. Fibonacci Extension

Note, I do not take the 1st Halving in 2012 into much consideration as it was a very immature market with a novel technology. There was obviously no market data prior to this Halving to base any TA on, so that’s another kicker. Technical Analysis is a self-fulfilling prophecy after-all.

Evidence in this bias comes from the past two cycles being nearly identical in all of the aforementioned.

The Halving Cycles I will focus on start in Jan. 2015 with the Trough to Peak being 1,068 Days. We then have a 363D Peak to Trough from Dec. 2017 to Dec. 2018.

It is similarly 1,059D from Trough to Peak in Nov. 2021 (-9D difference), and 378 Days back down from the Peak to Trough (+15D difference).

If we continue this Trough to Peak pattern of -9D difference adding 1,050D, that will put this Cycle Peak ~Oct. 6, 2025.

The Peak to Trough pattern of +15D with 393D would put our Cycle Bottom ~Nov. 3, 2026.

Now let’s look at the Halving to Peak. The last two Halving Cycles follow similar patterns again, while the first Halving does not.

2016-17 is 526D Halving to Peak, and 2020-21 is 546D, with a difference of +20D.

For the upcoming 2024 Halving ~Apr 22, 566D puts this Cycle’s Peak at Nov. 9, 2025. This correlates with the Trough to Peak Oct. 6 date to give us a 1 month range.

Next we’ll see the past two Halving Cycles Trough to Trough are highly correlated once again, whereas 2012 is not.

2015-18 it was 1,430D T to T.

2018-22 more closely resembles this cycle with 1,438D and a difference of 8D.

Following this pattern for 2022-26, adding on 1,446D would confirm the cycle’s bottom ~Nov. 6, 2026. That’s a 3D difference that we discovered in the Peak to Trough pattern.

The last thing I will cover is the Q3 2025 Price Target that I have found using the Trend-Based Fibonacci Extension.

Using this Fib from the 2015 low to 2017 high gives us a 3.618 level that is almost spot on with the 2021 Cycle Peak!

Using this again from the 2018 low to 2021 high, it would put the 3.618 ~240k. I’m not a fan of round numbers and would say $235k would be a bit more conservative to price the top.

I’ll be following this cycle very closely to see how this plays out and will share my analysis if the market detours from my thesis.

The point of this analysis is not to pick an exact date or price to sell, but to give a general range so you can be well prepared for when it happens.

I’ll most likely be selling $BTC around the $200k range or Aug. - Sept 2025, whatever comes first, just to get ahead of the market.

I would rather miss out on those last gains on the way up than try to frantically exit on the way down.

If you enjoyed this analysis make sure to give me a follow and turn on notifications so that you can stay up to date with it.

Also Bookmark this thread so that you can come back for future reference

Happy Trading!

~FIN~
JK 👑

#BitcoinHalving #Bitcoin

[Brian Feroldi @BrianFeroldi]

The P/E ratio SUCKS.

It’s an overrated metric that deceives investors.

Here are 8 reasons why the P/E ratio can be INCREDIBLY misleading (and what to do instead):