MimeticLoop
@MimeticLoop
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There is no culture without a tomb and no tomb without a culture
Joined September 2025
This does not mean you shouldn’t be learning from others. It’s a critique on the many with an inability to hear an idea or argument and come to their own conclusions on the merit of the idea or argument. They must outsource what they should think to someone else.
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Demanding sources is very cucked behaviour. Has another, better man, had this thought before I had this thought? Pathetic. Ideas literally came to me in dreams.
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The stick is….ethos rep? I will be the reason ZachXBT gets involved.
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Expanding on the lack of exit liquidity from original post. When it comes to small middle market busted borrowers, big shops like Ares, Apollo, Blackstone, etc. won’t care enough to step in. The small shitty portfolios are going to get whacked. Any new capital to the space
Yes, Mr. Loop is talking private credit, again. This is a really good table. Look at how different PC shops marked to market on the same loan. $3 trillion dollar market mispricing their books. All mark to model on illiquid instruments with no exit liquidity. PC may be giga
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Oil market not reacting appropriately to this. OPEC revised estimate gives them cover to stop hiking production for a longer period.
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For the redarded NFT guys let me explain in way you might understand. Imagine there was no bid for your monkey pictures because blur/OS/etc all shut down. And we have to mark our books, because people invested funds with us to buy BAYC. So you are telling your investors your
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Yes, Mr. Loop is talking private credit, again. This is a really good table. Look at how different PC shops marked to market on the same loan. $3 trillion dollar market mispricing their books. All mark to model on illiquid instruments with no exit liquidity. PC may be giga
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@MimeticLoop @0xsha3 Spot on. @markgoodw_in and @_whitneywebb have been so vital at describing this framework! It's important for everyone to understand it. (vid clip is from https://t.co/oBQfcmcszq - but following those two / catching their vids on youtube have been very beneficial also)
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@0xsha3 JPM Coin is the smooth on-ramp to a pantopoticonian surveillance state. Permission it. Freeze it. Trace it. End game is social enforcement via economic enforcement, all masquerading as risk management and better product. State gets real time visibility and corp gets real time
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Oil market not reacting appropriately to this. OPEC revised estimate gives them cover to stop hiking production for a longer period.
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Things will be more hellish than you could ever imagine, anon.
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Anytime I read SoftBank news I can’t help but think about their absolutely insane, graphic design is my passion, slides
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Let’s say 6.3% on 30y and 6.8% on 50y. Rates will move but spread is what matters. In this scenario 56% of the 30y payments will be interest and 72% (!) will be interest on the 50y. Principal is not deductible, interest is. You see the picture now? Taxable income down,
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On 50 year mortgages - good for the rich, bad for first time buyers imo. It benefits wealthy people if they can lock in cheap long-term debt and utilize it for Buy Borrow Die. No, it does not really help the average American because the slightly lower monthly payment would just
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Closed out oil positions BTC Canadian energy ETH Cash Real Estate Boring Stonks More or less my portfolio at the moment
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