Frank Kidenya

[Frank Kidenya @fkidenya]

@DHughesy Vote 1 for @DHughesy for Treaserer.

[Dave Hughes @DHughesy]

Can anyone argue against my idea that we need all govt expenditure at all levels, council, state, federal, on a public register, accessible to all? ASIO and sensitive defence stuff not itemised but the rest, completely itemised. The technology is available. Bring it all into the light. And make it real time. As it’s spent it goes on the register. We see what every dollar is used on. Will cut corruption immediately by ninety percent. Also we will see who is getting over paid. They hide it because they know it’s wrong. Let everyone walk in the light.

[Frank Kidenya @fkidenya]

@DHughesy I'm sick of being lied to and treated like idiots.
They jack up the excise tax — now $30 a pack. But the more they tax it, the less they collect, because people just buy it off the black market.
Smoking rates went UP, not down.

"Not a tax problem"? Come on."

[Frank Kidenya @fkidenya]

@PaulineHansonOz But also, superfunds can buy this debt create an income flow for retirees...

[Frank Kidenya @fkidenya]

@freedom4UU Well said.

[Frank Kidenya @fkidenya]

@MarkoMatvikov There are 2 sides to every financial statement - Balance sheet = Assets vs Liabilities. Income statement = income vs expenses. Debt is not the problem "yet!". Debt service is. So higher taxes. This is immediate impact $1T of debt has.

[Frank Kidenya @fkidenya]

Great framework Andy — genuinely one of the more rigorous takes I've seen on HYPE.
One variable I'd add: token burns mean the denominator shrinks as the numerator grows. Your V×S captures revenue growth but price per token = revenue / circulating supply. If burns are running aggressively on $800M+ ARR, the floor rises over time even without ST ever materializing.
BNB is the empirical case. No TradFi capture. No ST. Just crypto volume dominance + quarterly profit burns. $86B market cap. The burn flywheel made price appreciation far exceed what revenue multiples alone would've predicted.
Doesn't change your entry logic — $35 is probably right. Just think the static supply assumption meaningfully lowers both the floor and the ceiling relative to reality.
Still learning too.

[Frank Kidenya @fkidenya]

interestingly @markbouris the Govt will collect more from taxing income on the removal of NG than from actual cgt. the outcome is the exact opposite - they are taxing more income. See attached example of an investor buying an established dwelling last 10yrs (high inflation regime).

[Frank Kidenya @fkidenya]

@FreedomAus80100 Migrants are voting for One Nation

[Frank Kidenya @fkidenya]

@PaulineHansonOz

[Frank Kidenya @fkidenya]

@PaulineHansonOz @au_energy_prod Love it. use our resources to build a prosperous nation not tax everyone to poverty...

[Frank Kidenya @fkidenya]

@EasyToLearrn only works with perfect squares.

[Frank Kidenya @fkidenya]

@LouStagner Course 1 scratch golfer would actually play off a 3 and course 2, +2. See ratings.

[Frank Kidenya @fkidenya]

@TheStroker83 @jturner1001 @LouStagner Well, depends on the field and conditions & slope ratings. Hence 75 & 69.

[Frank Kidenya @fkidenya]

@PaulineHansonOz not to worry, fuel will soon run out, and the fuel excise revenue will be $0...

[Frank Kidenya @fkidenya]

Call for resignation of Prime Minister Anthony Albanese - Sign the Petition! https://t.co/ucpL70bbF6 via @ChangeAUS

[Frank Kidenya @fkidenya]

@cjoye We need to amend our consitution to include "bill of rights" that define us a people and nation. Rights that are above political ideology. Especially a nation that is built on immigration.

The values, like fairness, are a nice to have, not engaved in stone!

[Frank Kidenya @fkidenya]

@RennickGBR money goes where it is treated the best...simple.

[Frank Kidenya @fkidenya]

@MyGolfSpy hybrid

[Frank Kidenya @fkidenya]

man, this was hosted with good intentions but turned to be another snooze fest.... no actually ideas! Here is one - remove franking credits. Companies will re-invest profits back into their business instead of paying cash to retirees - TAX free...= higher share prices - win for people (jobs). win for young people's as they can grow their wealth. win for retires - higher super (spend more) and win for gov will will get to tax higher super balances...the circle of life that keeps on giving!!