239419
fiskantes

@fiskantes #239419

joker of all trades https://twitter.com/Fiskantes sigilfund.com zeeprime.capital
848 Follower 153 Following
How do I switch to dark background omfg I can't find it I am dying from all that bright white

Hello?
Ethereum modular scaling in it's final form
Have new crypto infra opportunity on the table
Degens shilling their memecoins
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%
Crypto after 14 years of existing
Farcaster is better than twitter but it doesn't feel like it's 10x better yet

Frames are cool, but my feed is already drowning in them, every second post I see is some frame that wants me to perform some action

Channels and warps are neat tho
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
Good to see ZP portcos blasting it out
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
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...
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
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
started a new channel /investor
for sharing longer timeframe investment ideas and principles (as it seems everyone else talks about short term trading and narrative chasing)
Ofc talking about liquid long fund, not market neutral nor VC fund
I don't buy the dips because I am fully allocated

Makes the investing job much easier - it reduces the decision making by one whole dimension (how to allocate yet unallocated stables)