quotrons flywheel is problematic but I’m enjoying the speculative run
looks like liquidity will flow back from semi stonks which have been down only
crypto influenzas pivoting to semis trading rly topped it and bottomed crypto gg
@zeroxkyle *perceived high iq
reality is *perceived high iq* usually embeds itself in self-centeredness, which really is the opposite of darwinian biological logic
there's a deeper point about how the malthusian trap has actually been solved - by ideological conditioning
jfc network state is literally adult day care for passport bros, there is not a single legitimate entrepreneur who would pay Balaji an inflated price to stay in Forest City
hilarious
the fact that he's now threatening to move to india of all places just shows you he doesn't really give a crap
i guess passportbro balaji fanboys can now enjoy living in india
are you guys stupid or what, network state was just a bs concept to farm passport bros and digital nomads to enrich balaji
he's just pissed he lost his cash cow
think the next implosion comes from meta and its private debt complex
unless they do an abrupt about turn like they did with the ‘metaverse’ and basically zero out capex over one quarter
What happens to market structure when MAG7 buybacks disappear this year?
Think diversifying out of megacap tech is important theme to consider this year.