neil agarwal
@neilagarwal98
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opco ventures / opco global. investor and vibe coder.
New York, USA
Joined September 2012
This is the type of wordcel slop that discredits prediction markets. “AI and crypto will merge into one”.
Prediction markets and memecoins will merge into one.
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I remember I used to read @GreenhavenRoad letters in college. Was just finishing my morning kiteboarding session, out on the water, and I realized Scott used to love this company Limbach ($LMB). Did the fund make a ton of money from this? I just saw the chart - wow! Impressive.
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Update: we are beginning!. Thanks to all that made this happen. BOA TARDE BRASIL.
About to do one of the most challenging kiteboarding downwinders of all time. Going to be getting on the water in prea, traveling on water to Jeri, continuing to tatajuba, and then ending up somewhere in Atins. I will be trailed by two buggies and a helicopter will take me
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About to do one of the most challenging kiteboarding downwinders of all time. Going to be getting on the water in prea, traveling on water to Jeri, continuing to tatajuba, and then ending up somewhere in Atins. I will be trailed by two buggies and a helicopter will take me
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Impressive work / explanation from my friend @0xFaust12. One thing I would add is liquidity, especially given the recent $XPL debacle. Additionally, I would caution traders against relying too much on factor correlations for meme coins - what if musk tweets something /.
From convo with crypto degens on applying multifactor framework to L/S trading in the space:. So this is roughly how Citadel, Millenium, Baly L/S equity PMs approach trading. they are looking for trades where the future will look different than the past due to some near term.
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Sometimes, a late August unplugging does the mind good. Happy to be in my favorite part of the world right now - Preá, Ceará, 🇧🇷. Little bit of kiting, little bit of MDB longing, and a little bit of playing the SIG rebound thanks to T-Swift.
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The powerful meta of prediction markets (and why I am an investor in them and a believer in @curiouscamilo even as he becomes a billionaire hedge fund manager) is that it publicizes revealed preferences to the world stage. People call this “insider trading” but in reality the
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This whole interest rate / SaaS top line relationship narrative that developed over the past three years is starting to annoy me tbh. We overspent on seats because of COVID dynamics and now we have headwinds from the products being 1) too expensive for the value they deliver.
Public software growth continues to decelerate. The new normal for growth software is 15-20% in a higher interest rate environment.
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I want to invest in companies like @ventuals_ / levered prediction markets to express the belief I have that globalized decentralized gambling is likely the most profitable venue of the future.
BREAKING: @brian_armstrong SAYS PREDICTION MARKETS ARE A TOP 3 CRYPTO USE CASE ON PODCAST WITH STRIPE FOUNDER @collision
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Surprised more people aren’t realizing smart money cutting into three things:.1. @sama bubble comment.2. article on AI slop / ineffective use of AI.3. NVDA earnings priced to perfection.
Every stock in my AI thematic basket is getting torched today.
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Slop bowls bearish. It’s time for healthy GLP-1 driven protein.
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Unfortunately, what’s happened is fintwit has watched most of their reputations / earnings / status get eroded by more artful / tactful grifters since COVID. I think everyone on the platform feels this @Citrini7 probably helped stop this trend more than anyone else.
What in the absolute fuck is this form of media hell.
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This is like tier 2 @phantom / @HyperliquidX partnership.
🆕 Onchain has integrated @dYdX 🙌. 📈 You can now trade in the Onchain app with up to 50x leverage.🪙 Access over 200+ trading pairs.⚡ Start trading instantly with no bridging, switching, with no extra steps. Trade Now👇.
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crypto first leg down usually a sign of an overextended rally - I’ve discussed internally but taking our gross down across global equities for now and retrenching in less speculative names. no easy money to be made in this market - don’t get caught up in the chop. good night.
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RT @curiouscamilo: the polymarket network effect has reached escape velocity. regulatory adoption was delayable (and acquirable), capturin….
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The Air India crash illustrates a very important societal learning lesson - we must cherish, respect, and value those that have unfettered control over our own existences. Pilots / conductors / drivers / equipment operators have immense operating leverage - they have our lives.
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Really enjoying @nayafia book Antimimetics so far. Also think it’s worth calling out the aesthetic appeal of the physical book:. font sizing, margins, size, and even the orange / silver cover are all beautiful. really impressed with Nadia’s prose and this book has been my.
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The issue with research (when it’s not @Citrini7 style) is you still don’t own the IP / brand / equity, so you’re unable to get real operating leverage on your work.
Missing couple of my best friends weddings (during weekday) because they’re literally in the middle of earnings. None of my friends are in finance so they don’t get it. Feel like such an asshole. So tough to explain to them even tho they don’t care, and they shouldn’t. Tough job.
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