Nyckstra

here for the comp talk

[Nyckstra @Nyckstra]

You’re right to pushback on that one! Protein powder and creatine will improve your mental health better than a psychologist

[Polymarket @Polymarket]

JUST IN: Gen Z increasingly uses AI for everything from dating advice to workouts & friendship dilemmas. — WSJ

[Nyckstra @Nyckstra]

IM needs a task done, but I’m running on 2h of sleep, cheapest energy drink and nicotine

[Polymarket @Polymarket]

JUST IN: Jim Cramer declares Nvidia has “no real competitors.”

[Nyckstra @Nyckstra]

@compliantvc @NickatFP

[Nyckstra @Nyckstra]

@UseFastlane Recession indicator

[Nyckstra @Nyckstra]

@pomaska @NawrockiKn Brakuje tematu tej saszetki nikotynowej

[Nyckstra @Nyckstra]

@domi_dlugosz Pani Redaktor, czy Nawrocki nie trzyma od połowy debaty saszetki nikotynowej?

[Nyckstra @Nyckstra]

Just started doing something productive for the first time this week. Got to try something to change that, cause it’s getting out of hand. At this point I’m becoming the anti-hustle guy

[Nyckstra @Nyckstra]

Man, after all the drama in recent weeks, it’s so weird to through a semi-calm Monday.
Yeah, sure OPEC cut production, but when will Saudi announce it was to stop UAE from going under (rising price of champagne is the cause).
It’s just too calm

[Nyckstra @Nyckstra]

So Hindenburg dropped their new report on Jack Dorsey’s Block. Apparently the Cash App is the go to for sex traffickers, “unbanked entrepreneurs” and the star of multiple songs. It’s also the (2nd) best place to impersonate someone.
Huh, sounds like Dorsey’s didn’t go original

[Nyckstra @Nyckstra]

Stop me if you heard it before. A bank loses 90% of its value, gets some funds to stop the bleeding. Turns out no one cares, the bleeding continues and discussions on intervention begin. Groundhog Day, First Republic edition, here we go. Now, let’s guess what happens next

[Nyckstra @Nyckstra]

So the question of this week seems to be, will First Republic be the next one to go? 37% down in the pre-market. $30bn didn’t do the trick, let’s hope Vanguard stays away from Bloomberg interviews. But honestly, wondering whether we’ll see a quick Credit Suisse repeat 👀

[Nyckstra @Nyckstra]

@levelsio Feels like that’s the whole AI twitter lately

[Nyckstra @Nyckstra]

You might get bought by your local rival but at least:
- got 3x value they wanted
- showed middle finger actually delaying the whole thing first
- called the whole thing a merger in a press release
Credit Suisse shows us that it’s the little things that matter. And some pettiness

[Nyckstra @Nyckstra]

Credit Suisse teaches us an important lesson.
No matter how pristine your universal bank is, the investment part will always screw it for you

[Nyckstra @Nyckstra]

Anyway it’s incredibly entertaining to watch

[Nyckstra @Nyckstra]

Thought that after the SVB situation, the weekend will be slightly calmer. Curious whether the leadership of Credit Suisse hopes UBS will be forced to raise their offer or what’s the strategy with the pushback