Geoff Little

[Geoff Little @goerff22]

*to the tune of super freak*

He's a very sleepy bo-oyyy

[Geoff Little @goerff22]

I learned that because 1) there is a limited supply of NIGHT and 2) Midnight block producers are paid by the treasury, their rewards will eventually reach 0. There's an expectation that governance should have a solution before that point.

[Geoff Little @goerff22]

@MacroAlf @EffMktHype Maybe there's an opportunity.

1. Write the very detailed piece. This goes behind a paywall.

2. Summarize the piece into a half- or one-page. This is free but links to the paywall.

3. Simplify the piece into a click-baity title. This is for Twitter and links to the summary.

[Geoff Little @goerff22]

@TimmerFidelity Pls forgive my ignorance. If growth/value follows inverse terminal Fed rate and terminal Fed rate recently spiked, then G/V should dip soon, no?

[Geoff Little @goerff22]

@MrBlonde_macro @MichaelKantro Clarifying q’s (pls forgive my ignorance):
- “Market” is S+P?
- What discriminates high from low growth?
- Do these average each tightening cycle? How many cycles are avg’d / how far back?
- Where are we currently in comparison (days along, high and low profitability %)?

[Geoff Little @goerff22]

@TimmerFidelity Thanks Jurrien. What makes this the best way to compare these curves? Should they not all be normalized in the same way? E.g. all nominal, or all real, etc.?

[Geoff Little @goerff22]

@prometheusmacro Could you define the market regimes listed in the graph of the post and how you determine which regime we’re in?

[Geoff Little @goerff22]

@MacroAlf @MrBlonde_macro @prometheusmacro @LynAldenContact We trust the market's prediction the Fed will cut rates earlier than projected but don't trust the market's equities outlook since the impending catastrophic downturn isn't yet priced-in. How do we reconcile?

[Geoff Little @goerff22]

@PeakTobi @SaveToNotion #thread

[Geoff Little @goerff22]

@AliTheCFO @SaveToNotion #thread

[Geoff Little @goerff22]

@SahilBloom @SaveToNotion #thread

[Geoff Little @goerff22]

@SteveOnSpeed @SaveToNotion #thread

[Geoff Little @goerff22]

@shreyas @SaveToNotion #thread

[Geoff Little @goerff22]

@wes_kao @SaveToNotion #thread

[Geoff Little @goerff22]

@austinbelcak @SaveToNotion #thread

[Geoff Little @goerff22]

@RomeenSheth @SaveToNotion #thread

[Geoff Little @goerff22]

@heykahn @SaveToNotion #thread

[Geoff Little @goerff22]

@anasalhajji @Izzmasri What’s the translation? There’s no twitter translate for pics

[Geoff Little @goerff22]

@reedzahut Bartfriend's

[Geoff Little @goerff22]

@JamesClear I've written down a number of checklists that represent stacked habits that I don't want to have to memorize. Do you do anything to tastefully display checklists in relevant locations? I'm trying to avoid having sticky notes all over my house.