Discerning Food

Travel, dining and culture blog specialising in London where I'm based, New York where I spend a lot of time and beyond when I go exploring.

[Discerning Food @FoodDiscerning]

@CryptoCrewU do you mean death cross march 2026 ? (you said march 2027 on video )

[Discerning Food @FoodDiscerning]

@DAIEvolutionHub coukd you send me a copy please

[Discerning Food @FoodDiscerning]

@Wexboy_Value @InvestorEvolut @AquisStockEx I’m hoping their lack of IR as deliberate while they were trying to get onto lse but now they’ve been allowed they can be more public more strategically . They def need IR now.

[Discerning Food @FoodDiscerning]

@Wexboy_Value thanks

[Discerning Food @FoodDiscerning]

@Wexboy_Value one more question. will kr1 be on both arquis and lse or does it move from the former to the latter without current shareholders needing to do anything to end up having it on lse ?

[Discerning Food @FoodDiscerning]

@Wexboy_Value Thanks wexboy

[Discerning Food @FoodDiscerning]

@Wexboy_Value @tom_grlla @NestBetter Do you have a view on when btc peaks this cycle and whether kr1’s holdings like dot will recover (will market want value vs memes?).if so whether before btc peak like last cycle , at it or after it ? Wd value your rationale ? . Thanks in advance - appreciate your coverage

[Discerning Food @FoodDiscerning]

@Wexboy_Value @SOptionist68381 what was the best ratio (roughly) kr1 had of markt cap per share to nav per share and was it roughky at first bitcoin peak in the last bull run (q1 2021 if i recall?). Can you share your most recent list of token volume for kr1 holdings ? or can i find them somewhere ?

[Discerning Food @FoodDiscerning]

@Wexboy_Value i did buy more and then found myself panicking. Thanks for the reassurance that you have watched them realign a number of times over the longish time you’ve been invested. That makes me feel a lot more comfortable . if you have any data showing this, it would be a great chart

[Discerning Food @FoodDiscerning]

@Wexboy_Value Can you comment on why KR1 is going down when crypto is gojng up ? The share chat board said there was a lot of cfd trading . Is this true ? Is this the explanation ? Will it change ? Ditto the negative narrative about market makers and the Us listing . Could you discuss each pls

[Discerning Food @FoodDiscerning]

@Teslarati @KlenderJoey This posts explains Tesla getting into bitcoin does not mean supporting dirty energy - on the contrary, bitcoin may make help make the case for many renewables projects https://t.co/yVxDSAU34c

[Discerning Food @FoodDiscerning]

@michael_saylor I’m clicking on “join the event now” and nothing is happening

[Discerning Food @FoodDiscerning]

@RaoulGMI This is possibly the most liberating and practical advice I’ve seen in a long time for how we can take responsibility at an individual level to deal with the crisis in media, post truth politics and social media echo chambers. Thanks for sharing it

[Discerning Food @FoodDiscerning]

@RaoulGMI *meant fund

[Discerning Food @FoodDiscerning]

@RaoulGMI For UK investors, polkadot can be held indirectly in an ISA or SIPP as it is Kr1 plc’s biggest holding by value (by far). KR1 plc is a fine but trades as a share . A blog appraisal of them is here https://t.co/66PMfL8nRN

[Discerning Food @FoodDiscerning]

@r1p0st3_crypt0 @RaoulGMI It is hard to see the barrier to entry that most of them have created behind them that makes it hard for someone else to enter. Indeed just look at the hundreds of apps that popped up in just a few months for liquidity, loans, aggregating yield.

[Discerning Food @FoodDiscerning]

@r1p0st3_crypt0 @RaoulGMI We can take from the defi space how much finance will be disrupted but it is way too soon to be able to identify the winners - most of the current players can be overtaken when true financial tx volumes enter the space from real finance rather than early crypto adopters.