Damon
@MetaViewz
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Patience. That’s the key to everything. #web3 OG with a lifelong focus on markets and investment analysis.
Florida, USA
Joined May 2021
Time. Time value. Cadence. Markets move like waves, like a symphony. If you only stare at price and value, you miss the fourth dimension—the rhythm of when things should happen, not just what they’re worth.
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New Research: Discounting Bitcoin's Value for Quantum Risk When you consider the statistics for when Q-Day is expected to occur, the rational investor is discounting the fair value of Bitcoin by 20% today. That discount factor doubles every year we don't progress quantum proof
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Here is some serious alpha. I don't see anyone talking about it. Short domestic airline stocks. U heard it here first. $UAL.
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The bears will use quantum risk to drive down the price of $BTC until your wallet and heart breaks. So prepare your mind now
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The market has been encumbered with stop-hunts in both directions. This makes it extremely hard to capitalize on one strong movement. Judging from my feed, we are overly bearish. Although I do think we will get crazy market-wide capitulation soon (this year), not now.
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In case you needed a reminder why border security is important and why we shouldn’t allow 10 million people to come across the border unvetted, this is Mexico right now:
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What’s insane to me about $XRP is that they literally dumped billions on us and then used that money to buy real word companies Meanwhile $XRP holders never benefit. -Only ripple labs. They raped us. They actually fully raped us. If you don’t see this by now you’re delusional
With today’s close of Hidden Road (now Ripple Prime), Ripple has announced 5 major acquisitions in ~2 years (GTreasury last week, Rail in August, Standard Custody in 2024, Metaco in 2023). As we continue to build solutions towards enabling an Internet of Value – I’m reminding you
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Burry is mass-publishing the accounting case for his put options on Nvidia and Palantir while the rest of the market is still debating whether the capex cycle has legs. The math he’s referencing is specific. The Big Four hyperscalers just guided $650-700 billion in combined 2026
A question I have for $ORCL, $GOOG, $META, $MSFT, $AMZN, $NVDA, $CAT, and all the rest, “When does the spending for AI data center buildout actually end?” It is consuming all your cash flow, you are borrowing, you are financing in ways you never have, apparently because it is so
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@aakashgupta Well, I have called just about everything significant that has happened the last 26 years. It's hard to say I've never had the timing right. I was short Amazon at the top in 2000. I went way long small cap value in late 2000. I bought AAPL in 1998 and then again in 2002. In
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The SEC just handed crypto its most important win of the year so far, but nobody’s really talking about it. Here’s what actually happened today, and what comes next.
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quitting porn at 24 led to a happy marriage at 26. dropping alcohol at 27 put him in the best shape of his life at 28. building a disciplined routine at 29 gave him the confidence he never had at 30. praying every morning at 31 turned him into the leader his family needed by
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People gonna go to university for four years and pay mad bands to get a degree in something that will be replaced by OpenClaw in 3 months, but don't care to put in the time, energy, $$$ and effort in learning how to trade. Make it make sense. Is this space just full of
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In a few years the IRS will have millions of Ai agents auditing all of our taxes. Think about that.
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looks like blue path will happen for now. $BTC. Chop for a month, and then April we continue down. work in progress
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Everyone starts off as a lefty, and then wakes up at some point after you start either making money, working, trying to run a business, trying to buy a home, and then realize what crap ideas they all are, and then you go right - Holly Valance (Australian model and actress)
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$XRP had 14 years to “replace the global financial system.” And now suddenly $KTA @KeetaNetwork shows up and XRP maxis are in full panic mode.
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JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffett’s insane pre 2000 returns may have benefited from access to information asymmetry not available to the public Here's what he had to say: "In 2000, we introduced the law called Reg FD. And what was the point of
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A lot of people are arguing over which solution changes global payments, but the bigger picture is that we’re still running on an outdated financial system. Moving money can take hours or days, and a ton of capital gets tied up sitting in prefunded accounts. That’s inefficient,
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