Croaker

me big dumb, also make games (the good ones)

[Croaker @Croaker917]

Plenty of money to be made trading movements, but trusting any of these peeps on macro forecasts for crypto?

Couldn't be me

[Croaker @Croaker917]

If you don't even have a rough idea of what the inflows are how the hell can you claim anything about this market.

Bear market, giga bullish, blah blah blah seeing the same 50 influencers say the same dumb bullshit for nearly two years now while trading chop.

[Croaker @Croaker917]

@PetrifyTCG Yeah no complaints here! Just accepted another offer for more pay as a GD at another AAA so feeling comfy.

Signed the offer same day Volition shuttered, start next Monday on 9/11.

Just casually meandering through bad omens 🤞

[Croaker @Croaker917]

@PetrifyTCG Hahaha half of me was curious if the Trip Hawkins post on LinkedIn did it.

Well shit time to sleuth.

Hope all is well with you bud. Definitely a rough year for our industry, hope you're coasting through it

[Croaker @Croaker917]

@PetrifyTCG Something pop up recently?

Need to read something so I can get mad today

[Croaker @Croaker917]

@Rykaroo @zestyranch2 @dpakman @shakyeagle I should have been clearer I was illustrating the stickiness of phone consumer behavior when it comes to apple in America which is huge.

With respect nobody in America cares about the buying behavior of say Indonesia when making a purchase.

Network effects abroad don't hit much

[Benjamin Cowen @benjamincowen]

Lol saw this on reddit

[Croaker @Croaker917]

@PetrifyTCG Honestly would be more interested if they advertised as a video game theorist

[Sisyphus @0xSisyphus]

It looks like USDC is finally breaking out of a 3 year range on the daily chart. Time to pay attention

[Croaker @Croaker917]

The biggest tell to all of this was the CEO of Coinbase going on the OddLots podcast.

Great show, somehow always at the center of the storm.

[Croaker @Croaker917]

Honestly no way I could have foreseen the SVB collapse but this is playing out pretty nicely.

Crypto will be fine longer term but I don't think this behavior deviates anytime soon. No idea how long/bad the SVB contagion will be.

Macro still bad

[Croaker @Croaker917]

Ever since early 2022 I've been treating crypto as a weaker tech stock and it hasn't deviated from that behavior one bit.

You need inflows, you need credit, and for crypto you need an excess of it minus any sort of decorrelation event like a 2012 Cyprus.

[Croaker @Croaker917]

$USDC collapsing is more dream than reality, but 3.3 billion isn't something you just recover from.

Peg is weaker but don't think that means it is all going to 0. Need to look more into their paper holdings, if they fucked it there it could be bad.

[Croaker @Croaker917]

Also sup

[Croaker @Croaker917]

@SweatieAngle Yeah first thing they teach you in videogame school

We do a pledge and everything

If there's ass you don't pass

[Croaker @Croaker917]

@func_anon @PetrifyTCG Not sure it's still the case but wanted to say it was one of if not THE way to load funds directly into metamask for a good long while.

It p big

[Croaker @Croaker917]

@PetrifyTCG @inversebrah @Appleseed_iii Basically you needed to call @Appleseed_iii dumb and gay

@Appleseed_iii back me up on this

[Croaker @Croaker917]

@PetrifyTCG @inversebrah @Appleseed_iii Unironically if you keep using facts and logic based arguments you will never win against an American. With every logical takedown they become stronger and you somehow weaker.

You must believe, you must attack their vibe.

Americans are drunk Jedi dipshits and proud

~Floridian

[Croaker @Croaker917]

So help me God if he starts posting shit poetry like Zhu and Kyle

[SBF @SBF_FTX]

@friedmandave correlation of official marks of private companies can be 0 for a surprisingly long time though :P

[Croaker @Croaker917]

@mark_dow Fed: We still think stuff is too expensive

Market: okay so buy?