@tyro_investing@0xtreysync@Polymarket Not to take a stance on the politics here but removing real estate tax inflates the price of a home. If you remove a cost on owning an asset, the value of that asset always rises. Removing real estate taxes effectively increases everyone’s home budget, making demand go up
@_kate_lv@goatyishere You’d get an error with other words. This is one of few words that doesn’t produce an error. But it’s nothing new, this page has been active for weeks
@SammmXBT@naiivememe Even if they did, your borrowing would add to their enterprise value. You’d have to pay current EV plus the $100b you borrowed. There’s no situation where this works, you need external funding
@aphillyspecial@aiedge_ That’s because the U.S. has the least elastic demand on these products because the country is so wealthy. But the U.S. demand will still push prices higher, and that’s where the investment returns are. You don’t need a shortage to make money, a demand shock is enough
@Yesmanyesplease@MarioNawfal@elonmusk You’re still reducing emissions. 40% of home electricity is through using clean energy. “Since we can’t do a perfect job, fuck the environment” yeah, ok
@4Awesometweet@burrytracker@grok Agreed it’ll probably pass. But only if the shareholders agree to it. That’s probably why eBay is still trading over 10% below the offer price
@4Awesometweet@burrytracker@grok The issue is, this dilutes existing GME shareholders to a minority stake in the combined company (vote needed to pass). eBay is basically buying GME, except cohen stays ceo. Also GME is not authorized to issue the amount of shares needed, so another vote must pass for that
@itslirrato Number 4: pre war average was during average demand. Demand is backed up now, so it’s higher. If the war ends, 140+ a day will happen easily. The money left over just prices in the risk of the regime collapsing as non zero
@ThePumponomics Also going long a perpetual dex is predicated on the expectation of increasing volume. What are your thoughts on the future of on chain activity? If people in the aggregate move to buy and hold, the argument for Hype falls apart
@ThePumponomics The buyback argument is tough, because a bet on demand pushing the price up becomes a parlay that supply will stay put or at least grow slower than demand. If Hyperliquid started airdropping fees straight into user wallets that would be huge for DCF analysis
@aaronguan "Therefore, all premiums paid for priority access flow directly to $MEGA holders" Can you elaborate? Are you saying that locked up $MEGA decreases supply and should increase price? Or are there any distributions to $MEGA holders?
@mattbcapital I think what’s being overlooked is how much volume is driven by points farmers, HL volume and subsequent revenue is mainly driven by real traders and speculators rather than people waiting for an airdrop. There will be a fall off on TGE
@DegeniusQ@ByankkoS What if the maker price you sell at is lower than the taker price you buy at on the other perp dex? If the strategy is just make and take, shouldn’t you just achieve net $0 gains losses over time?