investor
/investor265
- longterm (2+ years) investment horizon - thesis driven reasoning - signal in a cacophony of shorttermist narrative chasor noises
Warren Buffett is right
spent last 3 hours rebalancing my stonk portfolio and then I noticed its overall size is the same as the memecoin I bought after 30 seconds of research and forgot about
Citadel says ideal crypto allocation is 1% - 3%, I'm at about 97%
Citadel says ideal crypto allocation is 1% - 3%, I'm at about 97%
did they sell the bottom tho
It's easier to find a way how to make money even if you are wrong more often than right, than to find a way how to be right more often than wrong
Lot of confused takes about UNI fee switch not being material, that the fee portion is too low to justify the valuation blah blah...many other projects already share fees one way or another, but it's mostly clumsy buyback burn or even more clumsy (in many cases) launching their own appchain.
how to make this channel into paid group
Who is building the next mirror? E.g. next synthetic stonk DeFi protocol?
Only for brave founders, this one
Only for brave founders, this one
Sad story: I was holding NVDA since 90 USD with fairly left curve thesis:
Most of the value will accrue on the hardware level and Nvidia is the market leader by far
This thesis kept being validated and I kept holding and even averaging in
Until January when...
Most of the value will accrue on the hardware level and Nvidia is the market leader by far
This thesis kept being validated and I kept holding and even averaging in
Until January when...
Lido fee switch proposal next 🙏
Many people thing that passive investing can't outperform active trading
For vast majority of people this is not true
https://www.intelligentinvestor.com.au/investment-news/why-the-dead-outperform-the-living/139626
For vast majority of people this is not true
https://www.intelligentinvestor.com.au/investment-news/why-the-dead-outperform-the-living/139626
UNI fee switch proposal and subsequent 45% UNI pump (adding few billion $ to UNI valuation) is an answer to those saying value accrual doesn't matter
One key difference between an investor and narrative chaser is that investor is willing to hold an asset even if nobody else talks about it, just bsed on his independent thesis