Outcome Finance⚡️

TradFi/Crypto | Exploiting Asymmetry | $BTC $ETH

[Outcome Finance⚡️ @OutcomeFinance]

Fuck therapy, give me an LLM.

[Outcome Finance⚡️ @OutcomeFinance]

Dumb people don’t lose arguments and are never wrong.

[Outcome Finance⚡️ @OutcomeFinance]

@rleija_ @Jorge_lana @awilkinson Which the bond market has priced in as sometime around years end.

[Gemini @Gemini]

1/3 Another week, another #NewMoneyMondays! This week, we’re giving away $500 in $BTC to 1 new or existing Gemini user!

MUST follow the rules to enter: https://t.co/jWDLyI0MO2

[Outcome Finance⚡️ @OutcomeFinance]

Its insane how fast the sentiment can change in crypto.

[Ramp Capital @RampCapitalLLC]

The Fed needs to do a 200 bps emergency rate hike this weekend

[Outcome Finance⚡️ @OutcomeFinance]

@litcapital @jack Bitcoin isn’t boomer coin, you’re just gen z retail. Incapable of grasping an age old concept called specialization.

Bitcoin is literally monetizing and transferring stranded energy in real time but has no utility?

This isn’t a zero sum game.

[Cobie @cobie]

@udiWertheimer @gladstein We own bitcoin because it doesn't change. We own ethereum because it does. Lets suspend any arguments about the year 2139 until the relevant century thank you goodnight

[Cobie @cobie]

@udiWertheimer @gladstein We own bitcoin because it doesn't change. We own ethereum because it does. Lets suspend any arguments about the year 2139 until the relevant century thank you goodnight

[Ran Neuner @cryptomanran]

Probably nothing…

[Outcome Finance⚡️ @OutcomeFinance]

@ContrarianSaver I’d say the opposite is true: the whole economy will bring crypto down with it.

Crypto is the last free open market which directly represents supply/demand & the opinions of investors without intermediaries.

It’ll expose sentiments that traditional markets would miss.

[Outcome Finance⚡️ @OutcomeFinance]

I enjoy following btc and eth maxis because I can learn from them even though they’re both holistically wrong

[Outcome Finance⚡️ @OutcomeFinance]

S2F has been wrong before by underestimating prices; no one bats an eye.

Now S2F was wrong by overestimating and everyone is outraged.

S2F seems to be on track in the long term. I still believe market cycle is lengthened & we see $100K+ sometime in Q1 next year. #BTC

[PlanB @100trillionUSD]

Floor model $98K Nov close will probably be a first miss (after nailing Aug, Sep, Oct). S2F model not affected and indeed on track towards $100K.

[Outcome Finance⚡️ @OutcomeFinance]

If you’re not entertained by the crypto wars going on right now, then wyd?

[Anthony Pompliano 🌪 @APompliano]

Do not be the person who tells their grandkids that they were too lazy to pick up a book, read tweets, listen to a podcast.

Don’t be the person who has to explain why you didn’t have courage to act on the knowledge that was out there.

It’s right in front of you. Open your eyes.

[Outcome Finance⚡️ @OutcomeFinance]

Engage with people whose views oppose yours to increase your awareness.

Avoid people who agree to everything you say and therefore limit your exposure to new ideas.

Confirmation bias will convince you to retain absurd beliefs if no one ever confronts you about them.

[Outcome Finance⚡️ @OutcomeFinance]

@superintoit @naval Investing in blockchain infrastructure that helps foster the growth of the entire crypto ecosystem $LINK $DOT

This is where retail moves next after they realize there is only so much their favorite L1 can do

Stop betting on a specific asset & bet on the crypto space as a whole

[Outcome Finance⚡️ @OutcomeFinance]

We live in time where the richest person in the world is allowing strangers on Twitter determine if he pays taxes or not.

[Elon Musk @elonmusk]

Much is made lately of unrealized gains being a means of tax avoidance, so I propose selling 10% of my Tesla stock.

Do you support this?

[Outcome Finance⚡️ @OutcomeFinance]

@epolynya @DefiEthAnon @SquishChaos To me this is real alpha. It consists of interesting and thought provoking observations that are more macro than micro.

However, given that you guys aren’t shilling a new coin, it doesn’t get the same level of engagement.

This was a solid dialogue 🤝

[Outcome Finance⚡️ @OutcomeFinance]

@tylerbench @Tetranode @zksync I agree that it’s topped from a fundamental & narrative perspective, but it hasn’t topped from an adoption standpoint.

You’re forgetting that crypto is the smallest asset class in the world & in some cases isn’t even recognized as one.

Bitcoin has a long way to go.

[Outcome Finance⚡️ @OutcomeFinance]

One of the best macro threads I’ve read in a while… few

[Zhu Su @zhusu]

For me the biggest counterpoint to "everything bubble" is we are in secular K-shape recovery. What they don't teach in school is DCF analysis has some assumptions about the structure of businesses themselves; that they grow in initial phase and then stop at a terminal growth rate