AS

Collectibles | Sports | Finance | 26 🇨🇦 MTL | mind over matter

[AS @callmeslabbed]

@Zeneca 🚀🚀

[AS @callmeslabbed]

@phygitals Is the sky blue?

[AS @callmeslabbed]

At this point, literally everything is Phygi coded

@JupiterExchange x @phygitals is insane 🤯

[AS @callmeslabbed]

4/

Are gift cards free loans? Absolutely, yes.

Same way capex light businesses release pre-orders on their latest products.

Same way concert tickets release months in advance of a show.

Same way payment processors take a few business days to release funds to merchants.

Time value of money.

[AS @callmeslabbed]

1/

Been nerding out about the economics of gift cards.

Tonight I used a $300 gift card at a steakhouse, purchased back in 2016.
$300 in the restaurant’s pocket 10 years ago.

Throw that into a 5% APY HYSA and it’s worth almost $490 today. +60% return.

All while only realizing the actual cost of the meal a decade later.

[AS @callmeslabbed]

3/

This 20% off has to come from somewhere.

Some of it’s the default rate (unredeemed cards).

The rest is float.

At a 5% discount rate, how long does that float need to be?

I mathed it out, and at only a 10% default (in theory it’s probably a bit higher), the breakeven time period for a 20% discount would be 2.5 years.

[AS @callmeslabbed]

Literally millions of $ of cards getting pulled on @phygitals every week.

Lean team. No VC funding. No parent company. Just RWA enthusiasts and pioneers doing their thing.

Market leaders. Higher.

Phygi coded.

[AS @callmeslabbed]

@phygitals Biggest pull in RWA history.

Higher.

Phygi coded.

[litquidity @litcapital]

Investing directly in Anthropic’s primary round

vs.

Investing in a triple-layered SPV claiming they have exposure to Anthropic with a 15% upfront mgmt fee + 25% carry fee structure

[AS @callmeslabbed]

@coladacodes Higher

[AS @callmeslabbed]

$EBAY to $GME this morning:

[Sean Jagermann @seanjagermann]

BIG NEWS: I am giving away a set of all 3 NEW
@eatboldbar flavors to 100 lucky people!

20g Protein. 100mg Caffeine. Incomparably Clean.

You'll be the first to try the new bars.
You'll get them early June.

The sample pack includes:
- Mocha Crisp
- Peanut Butter
- Cookie Dough

To enter:
1) Fill out the form in my bio
2) Like this post
3) Respond to this post by tagging a friend.

[AS @callmeslabbed]

@phygitals @solana Higher.

[AS @callmeslabbed]

@phygitals That dap was so crisp

[AS @callmeslabbed]

@phygitals is gachamogging an 6figurechasemaxxing

[AS @callmeslabbed]

@hydra468 @phygitals BRO

[AS @callmeslabbed]

@phygitals @solana @toly Billi coded

[AS @callmeslabbed]

One of the coolest launch videos I’ve seen.

Hits all the emotions.

[andrew pignanelli @ndrewpignanelli]

Announcing Cofounder 2: Run an entire company with agents.

It's the infrastructure for the one person billion dollar company - orchestrating agents across engineering, sales, marketing, ops, and design.

(and yes that's my real grandma in the video)

[AS @callmeslabbed]

@coladacodes @phygitals ❤️