The Yield Lion 🦁

DeFi.

[The Yield Lion 🦁 @LionYield]

@SunShakSunday @RealFrugalMogul @TheCashFlow_Guy Taxes are likely to go up over that period (e.g. from 4-6%+, see every major city). It's nowhere near $0/year as the OP suggests.

[The Yield Lion 🦁 @LionYield]

@SunShakSunday @RealFrugalMogul @TheCashFlow_Guy OPs math is way off. Simple example

Buy $200k home, init taxes 4%, insurance 1.5% ($11k/yr fixed)
Home goes up 10x : $2m, fixed costs go to $110k/yr
All appliances/HVAC/etc. have < 30y shelf life, so that's an additional $100k/30y (min.), ~$3.3k/yr
Selling the house costs 3-6%

[The Yield Lion 🦁 @LionYield]

@kiantrades Respect you and the flow, but your record isn't perfect either. $KMX

Not throwing shade and I agree with your point, but everyone makes bad calls from time to time.

https://t.co/MaOL9Fbcdn

[Flowseidon @kiantrades]

$KMX 68C
12/23exp
$415k
(earnings coming up)

[The Yield Lion 🦁 @LionYield]

@etherfeller @Pentosh1 Agree on debt and real assets. Low-volatility stocks will likely be fine again, many of them are either up on the year or down less than 15%; Crypto will likely experience addt'l loss of confidence since better yields exist with less risk. FCF companies will outperform

[The Yield Lion 🦁 @LionYield]

@WartuII Good thread, thanks Wartull. You want to become stable-ish at what price? I see 5-10% movements over the past 30d, and 2%(+/-) in a given day.

[The Yield Lion 🦁 @LionYield]

@kevinlambert Gamers don't want to pay NFT prices to play a game either. That's something that a lot of these web3 projects are going to need to understand. We're not going to see 4-6 figure NFTs (Axie) get normalized. It's no longer about the fun at that point.

[The Yield Lion 🦁 @LionYield]

@kevinlambert Eternity wrote about this same thing a few months ago: https://t.co/HOFywtClrT. You need to separate the Gamers from the Investors. The investors don't want to play a game. They just want more tokens/ROI. I think a lot of web3 games will get crushed because of this.

[The Yield Lion 🦁 @LionYield]

@tundra_v1 There were several high-profile multi-million dollar rugs that people just dismissed during the bull because they knew they could make the money back. In the current macro, people don't see themselves making anything in crypto anytime soon.

[The Yield Lion 🦁 @LionYield]

@tundra_v1 It feels like a lot of what we're seeing play out is just people who are down bad on their luck within crypto so they're lashing out. If these events had transpired during the 2020/1 bull, they would likely not have the same impact, as capital was abundant.

[The Yield Lion 🦁 @LionYield]

@lucy_guo @Metathea11 Many HOAs try to enforce egregious rules. I've seen this one before. If you want to get around that visitor rule, tell your HOA that the visitors are on a Contract for Deed and they'll likely buy your property.

[The Yield Lion 🦁 @LionYield]

@kwharrison13 Lots of boring publicly traded companies print money as well. Companies that don't follow hype cycles but just provide reliable products/services. Things like Progressive Insurance, Old Dominion Freight, Union Pacific, etc.

[The Yield Lion 🦁 @LionYield]

@ChainLinkGod Still many great buidlrs in the space. Current issue is too much capital in too few protocols and many market leaders are getting caught doing nefarious things.

[The Yield Lion 🦁 @LionYield]

@Route2FI Many people who RE are actually just living on minimum wage (4% annual SWR on $1m won't get you far in most metros) and are one emergency away from going back to work. RE when all of your friends are still working is kinda ridiculous too

[The Yield Lion 🦁 @LionYield]

@tundra_v1 This is an underrated comment right here. I've been saying the same things. I'd argue that the pain level is almost at maximum and the downside from here is less than 50%.

[The Yield Lion 🦁 @LionYield]

@CryptoMellany @AlgodTrading -800+1000-1100+1300=400

People are trying too hard.

[The Yield Lion 🦁 @LionYield]

@ITCryptoRocket1 @Jo4nny20 @TheAntiprude00 @FortuneMagazine @MoodysAnalytics I don't think we're going to see foreclosures. Corelogic just published their monthly report where they claim foreclosure rates are at an all time low: https://t.co/laX54RPD12

People in their homes have the cash to stay in them. New supply isn't being built.

[Eternity @eternityrpg]

Exciting news, Heroes!

Through our integration with @paraswap Eternity now supports swapping your assets:

https://t.co/Q7P4njbkdQ

#GameFi #DeFi #BlockchainGaming #AVAX

[The Yield Lion 🦁 @LionYield]

@tundra_v1 Human greed is ugly and when people start to lose money they become nasty.

[The Yield Lion 🦁 @LionYield]

@tundra_v1 Good post. It works both ways. Builders are the first people on the line when "token go down - devs do something".

People ape into stuff without thinking about it. 1000%+ APR??! Sign me up. When these 0 revenue projects start to drop, everyone rushes for the exits.