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markets, crypto, AI, ideas

[🐛 @flashfx]

@choffstein I thought Simplify had a few interesting products, but increasingly I just don’t trust them - not sure what’s going on over there

[🐛 @flashfx]

@goodalexander XRP functions as a surrogate son

[🐛 @flashfx]

@chumbawamba22 @TheFlowHorse Glad I saw this lol

[🐛 @flashfx]

@AltcoinSherpa @0xdrej Please consider the above - it's the feeling of most and seems fixable

[🐛 @flashfx]

@randomrock69 @tradebutwhy All the respect to @tradebutwhy but hard to fathom a 10 yr cup and handle breakout as bearish

[🐛 @flashfx]

@choffstein Who knew quant Corey had these diamond handz

[🐛 @flashfx]

@tradebutwhy

[🐛 @flashfx]

@tradebutwhy Hmm now the chart looks good tho (imo)

[🐛 @flashfx]

@AgustinLebron3 @macrocephalopod Seriously?

[Aporia @0xaporia]

The whole plumbing meme is quite funny because it's one of the best analogies for what you should be doing in markets.

The plumber gets paid precisely because the job is the one nobody wants to touch. He is useful to the system he operates in and he could tell you in one sentence what he's being paid for. So the question to run in markets is the plumber's question: what problem am I solving here and is it unpleasant enough that most people are quietly avoiding it?

Most people in trading can't answer that question. They stare at charts, name patterns and build frameworks around things that nobody is compensating them for. There is no problem being solved and no one on the other side who needed it done. They're doing work, but they're not doing anyone's plumbing.

We all should strive to be like plumbers.

[🐛 @flashfx]

@DaveNadig @EconomPic @ONAN_OUS example here from https://t.co/0XnUIu1K0N. "ETF vs. Mutual Fund: Which Is Better for Your Money in 2026? | https://t.co/0XnUIu1K0N"

[🐛 @flashfx]

@DaveNadig @EconomPic @ONAN_OUS I liked it as well and frankly was more interesting and informative than the average piece of content on Nadig’s site https://t.co/VnxdG0JB7h. Agreed though the AI-isms are annoying to read.

[🐛 @flashfx]

@Wild_Randomness Thoughts on my chart art? Is this a mandelbrot-approved bullish div?

[🐛 @flashfx]

@Evan_ss6 Well played regardless, curious your reason for selling?

[🐛 @flashfx]

@howardlindzon This you? https://t.co/w6e86Tq8kC

[Howard Lindzon @howardlindzon]

Owing 500 companies is one of biggest financial lies ever ... weaponization of ‘diversification’... Americans are over diversified.

[🐛 @flashfx]

It’s the norm with mutual funds. Less common in ETFs as most ETFs use a unitary fee structure where adviser pays operating expenses from the management fee. Appears NQLT use a non unitary fee structure with a contractual expense cap. Not sure why but perhaps to preserve flexibility.

[🐛 @flashfx]

@orrdavid The genes associated with desire to have kids will be more prevalent in future generations, hence the problem will be self correcting

[🐛 @flashfx]

@chumbawamba22 That’s fair and I’ve certainly observed that at times as well, I do like his exposures and diversification benefit via its lower correlation to SPY (and general “AI” factor)