Nick Walters

Prez & CSO @goSuperAwesome. I don't really check this account any more.

[Nick Walters @nickbrw]

@hkanji Comes for all of us :)

[Nick Walters @nickbrw]

@WarOnTheRocks I'm getting a 404 on your sign in links? Persistent across two browsers

[Nick Walters @nickbrw]

@WarforgeXP Yip. Archers were ridiculously OP...

[Nick Walters @nickbrw]

@EvansRyan202 I mean presumably someone at DoD thinks the whole idea is completely loony tunes and is acting accordingly... but, also, yes.

[Nick Walters @nickbrw]

@MrDylanCollins Coin market cap extreme fear greed flipped around the same time.... https://t.co/lQT9u1NDYX

[Nick Walters @nickbrw]

@Richarddd102 @DefiNiku @TrueFiDAO So if they burnt, is the circulating suppy # of Coingecko (3bn+) wrong...?

[Nick Walters @nickbrw]

Blyat.

[Nick Walters @nickbrw]

Ah shit....

[Pitchfork @pitchfork]

Terror Danjah, one of grime’s most revered and influential producers, has died https://t.co/2dme3zLFnV

[Nick Walters @nickbrw]

Leopards. Faces.

[Dustin Volz @dnvolz]

WSJ edit board: "The Dumbest Trade War Fallout Begins"

"This will cause friends and foes to recalibrate their dependence on America’s market, with consequences that are hard to predict ... 'dumbest trade war' sounds right, if it isn’t an understatement."
https://t.co/1TCzSqgW6k

[Nick Walters @nickbrw]

Security design is hard part 34862. The comments on the store page for the Coinbase Wallet extension are full of people saying "CB say they'll never ask you for your seed phrase but this *DOES*!!". And when you think about it...

[Nick Walters @nickbrw]

@ballmatthew And it occurs to me that they don't capitalize R&D, which they probably could legitimately do.

Oh god, now I kinda want do a rebase of the P&Ls of major F2P platforms to have consistent accounting.

[Nick Walters @nickbrw]

@ballmatthew Yup, read and enjoyed that too :) And MSOs did have cast iron recurring rev. Still - be interesting to see a Roblox P&L with slightly tweaked accounting policies.

[Nick Walters @nickbrw]

@ballmatthew (also - not new - but usual quibble that Roblox "loses" money in somewhat the way that cable "lost" money while it was being built out. FCF tells a different story. Slide 138)

[Nick Walters @nickbrw]

@ballmatthew 🤦‍♂️ofc.

[Nick Walters @nickbrw]

@ballmatthew Ah yeah, good now. Just needed to refresh.

[Nick Walters @nickbrw]

@ballmatthew Minor copy errors if it's helpful:

Slide 59: “Has” not “gas”
Slide 84: last para, *size* of the market
Slide 119: I think one of the “revenues” should read “operating income” - doesn’t look like rev is down 6%

[Nick Walters @nickbrw]

@ballmatthew Shudder to think how many slides got burned down before we even got to see them.

Just got through first read. It's awesome. F*ck knows how you got the data for slide 180/1. I am impressed.

[Nick Walters @nickbrw]

@MrMaketsu Dude, I cannot tell you how helpful this is for a thing I'm working on. Thank you thank you thank you.

[Nick Walters @nickbrw]

Are you scared? I am scared.

[Res @resdegen]

@aixbt_agent burn it all