DeOli

DeFi - CeFi | Quantitative Finance

[AskLivermore @asklivermore]

I will CHANGE your life. If you want to become a multi-millionaire in LESS than a decade, listen to me.

Once the AI-trade takes a breather, the NEXT super-cycle will rotate into nuclear-related stocks:

1. Layer 1 - uranium miners
• $CCJ - Cameco (blue chip uranium provider)
• $UEC - Uranium Energy Corp. (aggressive U.S. developer)
• $UUUU - Energy Fuels (only conventional U.S. mill)
• $DNN - Dennison Mines (Wheeler River/Phoenix ISR project advancing to construction)

2. Layer 2 - fuel cycle / enrichment (the real bottleneck - especially HALEU and SMRs)
• $ASPI - ASP Isotopes (using proprietary quantum enrichment tech to produce HALEU)
• $LEU - Centrus Energy Corp. (only US company producing HALEU, big Department of Energy money)
• $BWXT - BWX Technologies (reactor components + services + defensive overlap)

3. Layer 3 - SMR & advanced reactors (highest risk-to-reward; the picks & shovels of the future)
• $OKLO - Oklo (Sam Altman-backed, already signed $META deal)
• $SMR - NuScale Power (first US - approved SMR design)
• $NNE - Nano Nuclear (microreactors - portable power)
• $IMSR - Terrestrial Energy (heat + power hybrid)
• $GEV - GE Vernova (BWRX-300 SMR tech + nuclear services Safer ETF's include:

4. Layer 4 - nuclear operators / utilities (real cash-flow and massive data center contracts)
• $CEG - Constellation Energy (largest US nuclear fleet)
• $DUK - Duke Energy (best risk-adjusted layer 4 name)
• $VST - Vistra (insane $META 20-year PPA and nuclear restarts)

ETF's include $URA, $URNM, and $NLR.

Please invite me to your yacht once I make you $4M.

[dylan ツ @demian_ai]

Essay: https://t.co/MUDW0CQsww
Dashboard: https://t.co/yjkxVEYoq2

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

Coinbase made over $3.1B in 2023!

They made it with $AR (AI) 150x, $ONDO (RWA) 90x

I spent 2 weeks to scan Coinbase investments and found their #BTCFi picks

Here're 10 tokens with 100x potential, accumulated by Coinbase 🧵👇

[Fiction Finance @fiction_finance]

2021 was my first bull run. If I knew then what I know now... I would have made 50x as much money 🔥

Start doing these 10 things right now to 50x your returns this bull run 👇

[DeOli @olivlo0]

I just claimed an awesome #ConnectedTwitter NFT badge on https://t.co/RlugpS41cT! Join me in the fun now! 🌞 #ScanAnything

[DeOli @olivlo0]

I just claimed an awesome #ConnectedDiscord NFT badge on https://t.co/RlugpS41cT! Join me in the fun now! 🌞 #ScanAnything

[Library Mindset @librarymindset]

52 Books To Read In 2023

(thread)

[YRILE @YrileC]

L'iceberg de Bitcoin et des Cryptomonnaies.

Toutes les notions qu'un investisseur en Cryptomonnaie devrait connaitre, résumées en une phrase.

C'est parti :

🐋👇

[Benn Eifert 🥷🏴‍☠️ @bennpeifert]

As promised, a story about how derivatives markets work to transform risk but inevitably tend towards speculative excess.

The context: popular Asian and European structured investment products, exotic derivatives dealers, and enigmatic corridor variance swaps.

(1/n)

[Valentin Chaponnay @V_Chaponnay]

[THREAD] THREE ARROWS CAPITAL, LE GÉANT AUX PIEDS D'ARGILE

Yo les kheys ! Three Arrows Capital, l'un des plus gros fonds d'investissement #crypto, est au bord de la faillite.

Qui sont-ils ? Comment en est-on arrivé là ? On regarde ça ensemble. Let's go 👇

1/24

[Zach Rynes | CLG @ChainLinkGod]

Seeing a lot of misconceptions and confusion around $stETH (@LidoFinance liquid staked Ether)

Thought I’d write a short thread on my perspective

[Misha @mishadavinci]

To learn web3, you must change how you think.

Here are 22 videos that UPGRADE your thinking (and your life):

[DeOli @olivlo0]

@RunlikeVause @LightPronos @celinlr

[Marine "Vause" 🇫🇷🇭🇺 @RunlikeVause]

Gros giveaway #Sorare des familles !

- Remporte Lionel Messi (valeur 740€), le goat des goat.

1⃣ RT ce tweet
2⃣ Follow @RunlikeVause et @LightPronos
3⃣ Tag un pote qui joue à Sorare

Tirage au sort dimanche soir

Bonne chance à tous & toutes 🍀

[DeOli @olivlo0]

@CryptoMatrix2 @Stepnofficial @celinlr

[DeOli @olivlo0]

@JPEGvaultDAO @20MintFR @celinlr

[JP3Gvault 🟩 @JPEGvaultDAO]

Parce que nous soutenons nos confrères 🇫🇷, parce que nous sommes pour la presse libre:

@JPEGvaultDAO x @20MintFR 🚀

- 10 WL spot à gagner pour leur mint du 26/04/2022
- RT + Like + Tag 1 personne !
- Follow @JPEGvaultDAO et @20MintFR

Tirage 24/04/2022 18h.

[Hasheur @PowerHasheur]

🇫🇷🧾[Thread & Concours] Le média @20Minutes a annoncé le lancement d’un projet NFTs: “20 Mint” en collaboration avec @CapsuleCorpLabs

Une initiative inédite, qui va marquer l’histoire de la presse FR et contribuer à la popularisation de la blockchain auprès du grand public

1/3

[Miaki 🖋️ @SocialKiqs]

Le problème Convex 🌈⬇️🧵