Nico Deva

Unbundling the information stack, L7 Meaning & Legitimacy

[Nico Deva @NicoDeva_]

@SalsaTekila what height can be achieved that way?

[Nico Deva @NicoDeva_]

@tsybka @PolymarketTrade that's a big position for a market that is regularly manipulated by isw

[Nico Deva @NicoDeva_]

@fairer4scoring @bxieus who told you the Chinese hate America, they like it though they've lost some amount of awe and respect over time, unlike Americans they see the world as a positive sum game, some, or a sport-like competition in some aspects

[Nico Deva @NicoDeva_]

@CryptoJelleNL it tries to orderly unwind the mess by selling Bitcoin lower than it was bought

better now than later but it's already forced

[Nico Deva @NicoDeva_]

Thanks to our financial AI agents we may soon be able to turn such amazing ideas into profitable ventures

[Tony @0xRacist]

Let him cook

[Tony @0xRacist]

Let him cook

[Nico Deva @NicoDeva_]

@Memetic_Theory the Iran gov is responsible for having to.move football players in and put of the US, I know you guys took a beating there but come on your homeland security is enough to handle 11 unarmed footballers

[Nico Deva @NicoDeva_]

@TylerDurden @JasonLawlor1003 it's very even too technical it's all moneyball, too much money and optimization, look at how perfect the 4 players defense line is, there less and less space for experimentation

all sports with a lot of money have this issue, basketball has this famous chart

[Nico Deva @NicoDeva_]

@JasonLawlor1003 French football rocks not bc ethnicity of players but because it has the institutions and money to find and nurture talent

[Nico Deva @NicoDeva_]

@mentallyworld Many cities in Europe, esp France or Italy have urban regulations about building esthetics, it doesnt feel like a dystopia

[Nico Deva @NicoDeva_]

Micron volatility is almost 100 vs BTC at 44, so stocks are more volatile, and going vertical

with Saylor overhang the risk reward is just not here, why would anyone pick the underperformer if stocks do well, or worse if stocks stop going up?

I think the pain trade is we chop/bleed with reduced vol for much longer than 1 quarter

[Nico Deva @NicoDeva_]

@primetateHQ @Cobratate you do pull ups to failure twice daily and can do 40 in a row in 2 months

[Nico Deva @NicoDeva_]

@TheOtherParker_ @darth_degen why so, there's plenty of alternative for junk bonds if the pretense of maintaining some semblance of ped is dropped

[Nico Deva @NicoDeva_]

One issue is that it is very much a product of the Chinese Marxist rhetoric system, and the substance is not obvious to distinguish from the form for readers unused to CCP lingo, so most readers wouldn't necessarily get a lot from it.

For example it will heavily emphasize that the process is a scientific one and the CCP gets feedback from the people etc., but that is obvious and no government would say reality on the ground doesn't matter, and not everyone will understand where there's the actual content and rupture with previous governance ideas.

[Nico Deva @NicoDeva_]

Great analysis
Early was when buybacks were announced but unconfirmed, mid was after first leg, with the shilling it was still good to get in (that's when i got in)

Now after another leg the inventory and book per share is still interesting and FOMO from mostly bored crypto participants could push it to run but the usually late funds like Hayes are already in so the RR seems more uncertain, seems sort of fair priced, pullbacks for buying and pumps to tp

[Nico Deva @NicoDeva_]

@thedefivillain @Evan_ss6 were you there at the time of Olympus DAO?

[Nico Deva @NicoDeva_]

@CryptoJelleNL just need to convince China to convert half a trillion tbills to BTC

[Nico Deva @NicoDeva_]

@uhonyn @SMtrades_

[Nico Deva @NicoDeva_]

@blackgoose1221 @ChristianHeiens no that's the role of lower ranks to shoulder the responsibility of their bad boss/mento decision, in exchange they get in line for power passation later on, it's similar in about any power transmission setup

[Nico Deva @NicoDeva_]

@uhonyn @ki_young_ju yeah dude silver has no industry demand it's only Indian mamas hoarding it