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@dkcrypto13
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Entrepreneur, Investor & Hockey Player. #bitcoin & #crypto since '13. Opinions, never investment advice. Beat Wizardry 7 before you were born.
@dkcrypto13 on Farcaster
Joined June 2009
In almost three decades of equities investing, my team and I have explored almost every major strategy: Long/Short, Fundamental, Value, Growth, Algorithmic, Trend Following, Special Situations, Merger Arbitrage, Macro... A short š§µ:
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RT @DPodocasts: $JKL Maybe there is some 'there' there to the idea of selling a 'product' that happens to be built on blockchain? Maybe? htā¦
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If this gets settled, what do we think happens to $BNB, the token that was always meant to capture 1/3 of Binance fees?
INTEL: Binance and SEC request 60-day pause, signaling a possible settlement. Ripple, Coinbase, and Kraken may follow
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Well now we know what kept $ETH price down then
Binance's new Proof of Reserves Data is wild. Binance sold ALOT of it's Corporate Assets in January: - Binance sold almost all its 4 Bil. $ in BTC - Binance sold almost all its 3 Bil. $ in USDT - Binance sold all of its 700m $ in ETH - Totally sold 8 Bil. of its 14 Bil. $ Assets
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If there is going to be any alt move (AND Inflation on wednesday does not kill the market), then I d assume there are worse spots to buy DeFi coins like $LDO, $UNI, $AAVE or even $HYPE. Not advice.
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Strongest macro signal for any altseason to happen. But data comes Wednesday š±
If our friends over at @truflation are on to something, Bond yields have certainly peaked here! Huge signal..
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FWIW I agree with the Chinese viewpoint. I think dismantling the international agencies the US has controlled and by which it has aligned to world to its view and to the US Dollar will be its downfall. We will look back on this presidency (but theyāll blame admins that follow).
Never interrupt your enemy when he is making a mistake: āBeijing assumes that Washington's own policies will dismantle the foundations of U.S. global hegemony. China's top priority, then, is simply to weather the storm.ā
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I am hopeful thatās what happened here overnight
At one point crypto will say: āFuck your tariffs, i donāt careā
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Week 18 Thread:
Monday is for Compounders! Today, let's look at how Lifco, a Swedish industrial group, achieved sustained revenue and profit growth over the decades by relying on a decentralized management model and focusing on niche acquisitions across diverse segments.
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Disclaimer: a product managed by us is long Lifco. Not financial advice. Not paid promotion. Opinion. We are profiling one of the best firms in the world (opinion, not advice) every week:
In almost three decades of equities investing, my team and I have explored almost every major strategy: Long/Short, Fundamental, Value, Growth, Algorithmic, Trend Following, Special Situations, Merger Arbitrage, Macro... A short š§µ:
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