0xZero

[0xZero @LTGCap]

@charliebilello I think you accidentally used trailing TTM numbers. That’s not super useful. But I generally enjoy your content. Cheers

[0xZero @LTGCap]

@DonMiami3 @TheShortBear @MacroEdgeRes “The sharp change in S&P 500 dividend yield traces back to the early to mid-1990s. For example, the average dividend yield between 1970 and 1990 was 4.03%. It declined to 1.90% between 1991 and 2007.”

[0xZero @LTGCap]

@WaltSanDiego @DonMiami3 @TRILLIONCAP @MacroEdgeRes https://t.co/MXDQKgyXZu

[0xZero @LTGCap]

@LoRezTrader Also many investors hoped that Summit would be all that TMDX needed. However, they bought two additional planes. So perhaps people are worried that this could be a journey. I believe this won’t be easy, but will be a lucrative path.

[0xZero @LTGCap]

@LoRezTrader It was a great call! I think analysts are scared by management’s unwillingness to detail the long term economics of the business with TMDX aviation consolidated. But there are several synergies from the combined business and it won’t be as simple as summit + TMDX financials.

[0xZero @LTGCap]

@LoRezTrader

[0xZero @LTGCap]

@LoRezTrader Here is a graphic from the study on cold (hypothermic) vs warm (normothermic)

[0xZero @LTGCap]

@LoRezTrader The EVOSS product is about negative pressure ventilation. They want the next gen OCS to offer both negative and positive presssure. The LifeCradle is about being able to offer cold perfusion. Their products also look great

[0xZero @LTGCap]

@MarkRitchie_II Conservative guidance plus increased inventory levels. Working capital around 30% vs where it has historically been in the 20s.

[0xZero @LTGCap]

@JonahLupton @saxena_puru @InvestingWhales What factors does he believe would be most likely to turn the market against growth stocks and tech again? Are there any warning signs that he is looking for that might cause a change in this current market environment?

[CyrilXBT @cyrilXBT]

Arbitrum is home to the most lucrative DeFi opportunities.

By keeping a close eye on it's ecosystem, investors can earn substantial rewards.

To stay up-to-date on the latest developments in the #arbitrum ecosystem, You must read this thread 🧵 ↓

[0xZero @LTGCap]

@801010athlete I feel like it’s more about the exposure you want. ACLS brings strong SIC exposure as a leader in ion implantation. ALGM has that auto exposure that might have held on longer than other industries. I would lean towards ACLS, with thw long SIC runway and reasonable valuation.

[0xZero @LTGCap]

@Resolve76 @crypto Snitches

[0xZero @LTGCap]

@koinly $NEAR and $Aurora

[0xZero @LTGCap]

@KyleSamani @UpOnlyTV @cobie What will make the SOL ecosystem tokens turn around? Important for encouraging the future development of dapps. The down only nature of the dapps in the ecosystem must be discouraging to devs. Is Coinbase listing SPL tokens the first step? What's next?

[0xZero @LTGCap]

@DuneSwap @OasisProtocol Please remove the 3% deposit fee on the Rose staking pool so we can use this! Ty

[0xZero @LTGCap]

@Resolve76 @avalancheavax @CryptoSeq $20m in rewards sure looks different on Avalanche than it did on Polygon so far! But maybe it will get better? Idk

[0xZero @LTGCap]

@Resolve76 @AaveAave @CeloOrg @avalancheavax It didn't blast off as much as you would have expected on the MATIC polygon rewards program earlier this year either though -despite the massive TVL boost. Can't expect this one to have as much delta/effect on TVL. Law of diminishing marginal returns and large numbers

[0xZero @LTGCap]

@Resolve76 @SBF_FTX @ProjectSerum Any more news on this?

[0xZero @LTGCap]

@Resolve76 @HsakaTrades And when the smartest people in the room go to invest and don’t want the token, I don’t want it either. Also the revenue share vs profit share only deals with one half of the puzzle. Also have to ask where does it fall in the bankruptcy stack?