CleverCapital.eu

VC investing in bold entrepreneurs and disruptive startups building the future through #tech & #blockchain. #GoBig or #GoHome.

[Portal @PortaltoBitcoin]

The Aurelia Testnet is here, offering exclusive first-hand access just for our OG Jellies!

You've been here since the jump, and now its time to get ahead of the pack!

The Aurelia Testnet Campaign is your golden ticket to earning LiteNodes, featuring a generous 5% slice of TOTAL Portal Network Emissions. Whether you run them yourself or host them externally, the decision is entirely yours!

⏰ Event Starts on November 18th

Join our Discord for more information as we approach the campaign launch.

Stay tuned for updates, and get ready to participate!

🔗 https://t.co/6nDqS98MGP

[KIP Protocol @KIPprotocol]

🚨 KIP The Uprising is live! https://t.co/2Dk93q5Y5I

Complete quests, collect boosters, and stack points on your way to the top ✊🔥

Join us for a thrilling journey leading up to $KIP token launch.

Find out more 🧵👇

[CleverCapital.eu @clevercapitaleu]

@polkastarter Great work guys!

[Polkastarter @polkastarter]

Welcome to Polkastarter V4 🥳🥳

V4 comes with Missions, User Profiles, Badges, and more.

Who's ready to get started?

Go and check it out, let us know what you think 👀

If you cant check it out right now, we've got the blog and video too 👇
https://t.co/DEV8CZH2zs

[SUI Agents @SUI_agents]

🚨 Big News! 🚨

🌟 SUI Agents is launching its IDO on @polkastarter ! 🌟

The allowlist is NOW OPEN - secure your spot and join the revolution in AI-powered Web3 innovation.

📅 Date: December 5th

🔗 Register Here: https://t.co/OlEU7aqy2t

Be part of the future of decentralized AI. Don’t miss out! 🚀

#IDO #SuiAi #Polkastarter #Web3 #AI

[Arrow Markets | $BTC & $ETH Options🔺 @ArrowMarkets]

📢 Allowlisting for the $ARROW token IDO on Polkastarter is now live!

We are thrilled to reveal the $ARROW token IDO on @polkastarter, marking a significant milestone in our journey of shaping the future of Options Trading and DeFi!

👉 Full details: https://t.co/HqUmymJKkt

[Cookie DAO 🍪 @cookiedotfun]

Ready to scoop $COOKIEs out of the $COOKIE jar?🍪

🔔The $COOKIE IDO allowlist is now OPEN on @Polkastarter!

Apply here for a chance to get early access to the Cookie ecosystem, AI data layer, and multidrop access: https://t.co/13VvtWWzRf 

Details in thread! 👇

[CleverCapital.eu @clevercapitaleu]

I just checked my eligibility for the $G3 airdrop from @gam3sgg, come check yours: https://t.co/WzBepP5vC4

[Truflation @truflation]

The #TRUF Polkastarter Campaign is now live! 🚀

Here: https://t.co/0cQXsfbmFw

Get ready to dive into the power of on-chain financial data with our latest marketing campaign in collaboration with #Polkastarter. Secure your participation now. Let's dive into the power of on-chain financial data together! 💫

#TRUF #Polkastarter

[GAMES.GG @gamesdotgg]

Ready up, gamers - our $G3 Private Sale and IDO allowlist is now open @Polkastarter!

Secure your spot in our ecosystem token launch, and join the future of gaming: https://t.co/r8hJjRNuZE

[George Mack @george__mack]

The most useful razors and rules I've found:

1. Bragging Razor - If someone brags about their success or happiness, assume it’s half what they claim

If someone downplays their success or happiness, assume it’s double what they claim

2. High Agency Razor - If unsure who to work with, pick the person that has the best chances of breaking you out of a 3rd world prison.

3. The Early-Late Razor - If it's a talking point on Reddit, you might be early. If it's a talking point on LinkedIn, you're definitely late.

4. Luck Razor - If stuck with 2 equal options, pick the one that feels like it will produce the most luck later down the line.

I used this razor to go for drinks with a stranger rather than watch Netflix. In hindsight, it was the highest ROI decision I've ever made.

5. Buffett's Law - "The value of every business is 100% subject to government interest rates" - Warren Buffett

6. The 7-Figure Razor - If someone brags about "7 figures" -- assume it's closer to $1 million than $9 million.

7. Mack's Rule - Break down the investments your parents made in you: Time, Love, Energy, and Money.

If they are still alive, aim to hit a positive ROI (or at least break even.)

8. Instagram Razor - When you see a photo of an influencer looking attractive on Instagram -- assume there are 99 worse variations of that photo you haven't seen.

They just picked the best one.

9. Narcissism Razor - If worried about people's opinions, remember they are too busy worrying about other people's opinions of them. 99% of the time you're an extra in someone else's movie

10. Everyday Razor - If you go from doing a task weekly to daily, you achieve 7 years of output in 1 year. If you apply a 1% compound interest each time, you achieve 54 years of output in 1 year.

11. Bezos Razor - If unsure what action to pick, let your 90-year-old self on death bed choose it.

12. Creativity Razor - If struggling to think creatively about a subject, transform it:

• Turn a thought into a written idea.
• A written idea into a drawing.
• A drawing into an equation.
• An equation into a conversation.

In the process of transforming it, you begin to spot new creative connections.

13. The Roman Empire Razor - Historians now recognize the Roman Empire fell in 476 - but it wasn't acknowledged by Roman society until many generations later.

If you wait for the media to inform you, you'll either be wrong or too late.

14. Physics Razor - If it doesn't deny the law of physics, then assume it's possible. Do not confuse society's current lack of knowledge -- with this knowledge being impossible to attain.

E.g. The smartphone seems impossible to someone from the 1800s -- but it was possible, they just had a lack of knowledge.

15. Skinner's Law - If procrastinating, you have 2 ways to solve it:

• Make the pain of inaction > Pain of action
• Make the pleasure of action > Pleasure of inaction

16. Network Razor - If you have 2 quality people that would benefit from an intro to one another, always do it.

Networks don't divide as you share them, they multiply.

17. Gell-Mann Razor - Assume every media article contains a % of false information.

Sandbox the article from your worldview until you've:

• Seen primary sources
• Spoken to 3 domain experts

18. Taleb's Surgeon - If presented with two equal candidates for a role, pick the one with the least amount of charisma.

The uncharismatic one has got there despite their lack of charisma. The charismatic one has got there with the aid of their charisma.

[Moritz Kremb @moritzkremb]

Graphic designers are history.

AI creates beautiful logos in seconds.

Here's how to create any logo using AI (for free):

[Patrick Scott @patfscott]

One of the most common reasons that new crypto investors get rekt is that they don’t understand tokenomics.

Usually, they fall into one of a few traps:
1) Buying coins with an insanely high Total Supply compared to Circulating Supply
2) Buying before major unlocks and getting dumped on by early investors
3) Buying coins with astronomical inflation

Here are a few tools to elevate your tokenomics game and keep you from getting rekt:
@CoinGecko – Check a coin's current Market Cap, Fully Diluted Valuation, Circulating Supply, and Max Supply. CoinGecko has other Tokenomics data, but I find other sites have a better presentation.
@Token_Unlocks – View upcoming unlocks, a token’s allocation (team, investors, community, etc), the % of a token that is still locked, and the token vesting schedule.
@DefiLlama – View a token’s allocation, vesting schedule, and a list of unlock events.

Here’s a video demonstration of how to use each of these tools to find basic tokenomics information for ARB👇

If you want more tools to take your crypto research to the next level, each week in my newsletter I highlight a crypto tool. Sign up at the link in my bio.

[CleverCapital.eu @clevercapitaleu]

@realdanielnita Cu atata 🍕poti face festivalul BTC-ului in Romania 3 zile si 3 nopti. Cine aduce🍺?

[CleverCapital.eu @clevercapitaleu]

@cz_binance 1 BTC for 1 million pizzas is programmed ... sooner or later!

[Bill Ackman @BillAckman]

This was not a bailout. During the GFC, the gov’t injected taxpayer money in the form of preferred stock into banks. Bondholders were protected and shareholders were diluted to varying degrees. Taxpayer money was put at great risk. Many people who screwed up suffered minimal to no consequences. Those were bailouts.

Here, shareholders and bond holders have been wiped out. The @FDICgov insurance fund capitalized by premiums paid by banks will absorb any losses. The fund will recoup any losses by assessing more premiums on the banks.

Had the @FDICgov @USTreasury and @federalreserve not intervened today, we would have had a 1930s bank run continuing first thing Monday causing enormous economic damage and hardship to millions.

More banks will likely fail despite the intervention, but we now have a clear roadmap for how the gov’t will manage them.

Bank boards and managements have received a massive wake up call. Being a director or CEO of a bank that fails is no fun: years of litigation, regulatory investigations, personal liability, potential civil and criminal charges, and enormous reputational damage.

Our gov’t did the right thing. This was not a bailout in any form. The people who screwed up will bear the consequences. The investors who didn’t adequately oversee their banks will be zeroed out and the bondholders will suffer a similar fate.

Importantly, our gov’t has sent a message that depositors can trust the banking system. Without this confidence, we are left with three or possibly four too-big-to-fail banks where the taxpayer is explicitly on the hook, and our national system of community and regional banks is toast.

Our government did the right thing for the country. We are very fortunate it did so.

[Bill Ackman @BillAckman]

The gov’t has about 48 hours to fix a-soon-to-be-irreversible mistake. By allowing @SVB_Financial to fail without protecting all depositors, the world has woken up to what an uninsured deposit is — an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or @BankofAmerica acquiring SVB before the open on Monday, a prospect I believe to be unlikely, or the gov’t guaranteeing all of SVB’s deposits, the giant sucking sound you will hear will be the withdrawal of substantially all uninsured deposits from all but the ‘systemically important banks’ (SIBs). These funds will be transferred to the SIBs, US Treasury (UST) money market funds and short-term UST. There is already pressure to transfer cash to short-term UST and UST money market accounts due to the substantially higher yields available on risk-free UST vs. bank deposits. These withdrawals will drain liquidity from community, regional and other banks and begin the destruction of these important institutions. The increased demand for short-term UST will drive short rates lower complicating the @federalreserve’s efforts to raise rates to slow the economy. Already thousands of the fastest growing, most innovative venture-backed companies in the U.S. will begin to fail to make payroll next week. Had the gov’t stepped in on Friday to guarantee SVB’s deposits (in exchange for penny warrants which would have wiped out the substantial majority of its equity value) this could have been avoided and SVB’s 40-year franchise value could have been preserved and transferred to a new owner in exchange for an equity injection. We would have been open to participating. This approach would have minimized the risk of any gov’t losses, and created the potential for substantial profits from the rescue. Instead, I think it is now unlikely any buyer will emerge to acquire the failed bank. The gov’t’s approach has guaranteed that more risk will be concentrated in the SIBs at the expense of other banks, which itself creates more systemic risk. For those who make the case that depositors be damned as it would create moral hazard to save them, consider the feasibility of a world where each depositor must do their own credit assessment of the bank they choose to bank with. I am a pretty sophisticated financial analyst and I find most banks to be a black box despite the 1,000s of pages of @SECGov filings available on each bank. SVB’s senior management made a basic mistake. They invested short-term deposits in longer-term, fixed-rate assets. Thereafter short-term rates went up and a bank run ensued. Senior management screwed up and they should lose their jobs. The @FDICgov and OCC also screwed up. It is their job to monitor our banking system for risk and SVB should have been high on their watch list with more than $200B of assets and $170B of deposits from business borrowers in effectively the same industry. The FDIC’s and OCC’s failure to do their jobs should not be allowed to cause the destruction of 1,000s of our nation’s highest potential and highest growth businesses (and the resulting losses of 10s of 1,000s of jobs for some of our most talented younger generation) while also permanently impairing our community and regional banks’ access to low-cost deposits. This administration is particularly opposed to concentrations of power. Ironically, its approach to SVB’s failure guarantees duopolistic banking risk concentration in a handful of SIBs. My back-of-the envelope review of SVB’s balance sheet suggests that even in a liquidation, depositors should eventually get back about 98% of their deposits, but eventually is too long when you have payroll to meet next week. So even without assigning any franchise value to SVB, the cost of a gov’t guarantee of SVB deposits would be minimal. On the other hand, the unintended consequences of the gov’t’s failure to guarantee SVB deposits are vast and profound and need to be considered and addressed before Monday. Otherwise, watch out below.

[Brett Adcock @adcock_brett]

SVB Founders

I’ve pooled together funding partners for emergency capital.

Funds with >$5B to:

→ Lending new money.

→ Buy deposit claims outright.

Apply for help:

[Garry Tan @garrytan]

30% of YC companies exposed through SVB can’t make payroll in the next 30 days.

If you or your company are affected, I recommend that you reach out to your local congressman to get this on their radar TODAY.

Now.

https://t.co/XMhSAGAn2L

[Brett Adcock @adcock_brett]

💫 WE’RE LIVE 💫

Today, Figure emerges from stealth.

We’re building autonomous humanoid robots.

One robot for every human on the planet.

Here's what the future will look like: