Luke

Investing for intellectual rigor and for the family

[Luke @Crypto__Luke]

@legen_eth Exactly because stock market is on a crazy bull run.

Why bother with crypto if 1T mcap stonks move +/- 10% everyday

[Luke @Crypto__Luke]

@legen_eth Exactly because stock market is on a crazy bull run.

Why bother with crypto if 1T mcap stonks move +/- 10% everyday

[Luke @Crypto__Luke]

@panpalobar Dude, finally! :) on a serious note, speedy recovery and best of health!

[Luke @Crypto__Luke]

Great work

[Brad Polumbo @brad_polumbo]

This moment will haunt Pam Bondi for the rest of her life.

It has been memed into infinity, because it so perfectly captures the craven, humiliating failure that was her tenure as Attorney General.

[Luke @Crypto__Luke]

@PAHoyeck A true masterpiece coming from the master himself. Live his early works.

[Luke @Crypto__Luke]

@panpalobar Today feels like rejection of 72. It could have closed above, but it did not.

[Luke @Crypto__Luke]

Spot on with respect to the DATA. And InPost does not have superior data access, does it? It does not k ow what is inside the parcela it fulfills.

[TommyShelby @MgShelby]

Kibicuję @RBrzoska od wielu lat bo historia sukcesu paczkomatów jest fascynująca i kiedyś skrzynki na paczki też brzmiały jak niepotrzebna innowacja a dzisiaj nie potrafimy korzystać z zakupów w internecie bez paczkomatów.

Ale uczciwie czy: VON HALSKY (dziwna nazwa nawet trudna do przekazania komukolwiek i ciężka do zapamiętania) to przełom? AI Shopping to nie nowość. Google AI mode, Rufus, Perplexity wszyscy próbują a ChatGPT nawet wycofał się z agentowego checkoutu i wraca do samego "discovery".

Co jest więc inne w InPost? Otóż największe przewagi to DANE. Posiadają coś czego Big Tech nie ma w Europie czyli zamkniętą pętlę:

- dane co Polacy realnie kupują (miliony transakcji)
- własny fulfillment
- InPost Pay już działa
- 10 milionów userów

Nikt nie ma tej układanki w jednym systemie. Co będzie wyzwaniem? Sceptycyzm i tak jest uzasadniony wobec nawyków zakupowych. 2025 r. tylko 5% zakupów internetowych w Polsce zostało zrobionych z wykorzystaniem narzędzi opartych na sztucznej inteligencji. Czy chatbot z psem to zmieni?

Who knows...:-)

[Luke @Crypto__Luke]

@MgShelby @RBrzoska Spot on with respect to the DATA. And InPost does not have superior data access, does it? It does not k ow what is inside the parcela it fulfills.

[Luke @Crypto__Luke]

@levikov You put too many countries in the same basket. In some of these countries, I pay for talent more than in WE

[Tomasz Rożek @RozekTom]

Podajcie proszę dalej.

To nadchodzący film Fundacji Nauka. To lubię!, w którym podejmuję tematykę negatywnego wpływu social mediów i smartfonów na codzienne życie i psychikę dzieci i młodzieży.

Poznajmy genezę tego złożonego zjawiska, opinie ekspertów oraz najnowsze badania naukowe, starające się je opisać i wyjaśnić. Jest w tym nadal mnóstwo niewiadomych ale już chyba nikt nie ma wątpliwości, że musimy podjąć jak najszybciej zdecydowane działania, by chronić młode pokolenie przed niezwykle groźnymi konsekwencjami nadużywania ryzykownych narzędzi i toksycznych treści.
Premiera 5 marca na kanale YouTube Nauka. To lubię!

Film powstaje dzięki wsparciu Fundacja LPP i objęty jest patronatem honorowym @CYFRA_GOV_PL

[Luke @Crypto__Luke]

@stocktavia @iggnacy True, agreed. Let’s see how he fares in the long run nonetheless. Wishing him all the best. The reach and impact of his team’s writing are impressive.

[Luke @Crypto__Luke]

It took them more than a month to call for a release.

I guess they do not miss him that much after all.

[Al Jazeera English @AJEnglish]

Venezuela's FM Yvan Gil demands the immediate release of President Nicolas Maduro, alongside his wife, Cilia Flores, from US custody https://t.co/TEQYpDU0M7

[Luke @Crypto__Luke]

@stocktavia @iggnacy Yeah, probably a good take here. Interestingly, Citrini revived thematic investing. An area that has not been historically super successful for ETFs

[Luke @Crypto__Luke]

@panpalobar Would you mind commenting more since the price was all over the place after the key jan 22-26 dates? We literally were above, below and now in-between. If I were to stick to the dates and ignore the FED nominee noise, I say we closed higher and go higher…

[Luke @Crypto__Luke]

@krzysztofburdzy Jade is interesting. Professional structure: better behavior under stress, defined loss, probably way smaller margin requirement.

[Luke @Crypto__Luke]

@panpalobar Would you mind clarifying your logic behind being bullish on the USD? I dug out your earlier charts, but this part is the hardest for me to believe in your otherwise fantastic set of predictions that have come true. It does not quite align with high asset and PM prices. Thanks

[Luke @Crypto__Luke]

@ZeeContrarian1 USO Apr 17 butterfly - +1 72 call -2 75 call +1 78 call. Structured with a defined loss, tiny debit, set to reward a moderate move to mid 70s. Unlikely to be held to maturity

[Luke @Crypto__Luke]

@ZeeContrarian1 Pure long or combos? Trying to structure something using USO that is supposed to be the most liquid. Spreads are broad though and the liquidity is not impressive.

[Luke @Crypto__Luke]

@steve2bacon A tweet we needed and we did not deserve

[Luke @Crypto__Luke]

@DompabloMd I see three points.

Someone has to pay for the increased shipping costs, and the hike is significant. For the consumer, it kills the price advantage of online. For the company, it compresses profitability. Overall, this setup favors brick and mortar