M

Greenland Shark and Cat

[Elon Musk @elonmusk]

😂

[M @kilasophi]

@icebergy Yeah this circle it’s brc20 & inscription summer

[M @kilasophi]

@icebergy Just use okx web3 wallet

[M @kilasophi]

@Rewkang ordi’s ATH is 30+ on unisat

[M @kilasophi]

@RNR_0 🍌

[Chamath Palihapitiya @chamath]

This crowding effect in the stock market is generally bad.

Why?

The mutual fund industry enters their year-end at the end of October. They will be loathe to try new things and mess up their year end comparison to their benchmarks. Separately, hedge fund enters the last few months of their first year to make back all the money they lost in 2022.

But if only a few stocks have gone up and everything else is roughly flat, it leaves little surface area to find true alpha and generate big gains.

I suspect what this means is that this concentration highlighted below gets worse before it gets better.

There isn’t enough motivation to try new things. In this case, new things means buying stocks other than the top X. Add to this the reality of higher rates for longer and it leaves most people in a position to do nothing or do the easy thing which is to buy the top companies.

This in part explains why these last three IPOs haven’t done as well as people had hoped.

Lots of companies will need to further tighten the screws and find profitability so they are default alive. They can’t reliably count on the capital markets to bail them out with dynamics like this…

[Gavin Baker @GavinSBaker]

Kinda funny that hardware checks out of Asia are now referencing slow Copilot uptake when Copilot has yet to go GA.

[Hsaka @HsakaTrades]

Good morning to the remaining 7 of us.

Paid group been running circles around the cartel.

[M @kilasophi]

@DeFiMann Gm

[BONGRAKER @BONGRAKER]

@vydamo_

[M @kilasophi]

@TheFlowHorse It will be normal l’m afraid

[Don Palabras 👑👔👓💰💲. @NegritoTuitero]

¡Murió cheems!

¡El perrito de los memes!

Salganse de Twitter, quiero estar sólo... 😔

QEPD

[M @kilasophi]

@joeylu0627 不是不知足 是焦慮😐

[Zoomer Oracle @ZoomerOracle]

Self note for later when we hit $1 in 2024

[M @kilasophi]

@Vince_Van_Dough Luv u

[M @kilasophi]

@RaccoonHKG 有分析文通常熱度都要��了或已經過了

[2Lambroz 🐑 (🧑‍🍳🥩🤌) @2lambro]

30m → 140m mcap in 30 days
Is telegram bots just a meme ? (safemoon)

Does $unibot justify 140m mcap bigger than $STG $JOE $KNC ?

Best read on unibot & telegram bot narrative

Lambro's insight as someone that haven't bought a bag early
Should u buy now?

Read below 🔽

[billy restey @billyrestey]

metablocks drops thursday 🟪 mint details below 👇