7049
yehoshzl
@yehoshzl #7049
📈 Investing at The Reservist
💎 Tokenomics & Protocols: http://designingtokenomics.com
🎵 Music 🤝 web3
🎧 Host Ethereum Audible podcast
378 Follower 157 Following
At a dearth of builder energy. Pretty much at a lost for new ideas.
A few ones I've been playing around with -
1. Podcast protocol that prints 'listen receipts' on chain
2. Track your stock mentions in podcasts to generate alpha
A few ones I've been playing around with -
1. Podcast protocol that prints 'listen receipts' on chain
2. Track your stock mentions in podcasts to generate alpha
Innoviz analysis. Part 1 is about understanding the automotive market in general and why lidar is an inevitability, much like ADAS, mapping and AEB.
If you don't want to miss part 2, you should subscribe :-)
https://substack.com/home/post/p-153672297?source=queue
If you don't want to miss part 2, you should subscribe :-)
https://substack.com/home/post/p-153672297?source=queue
An on chain dispute resolution mechanism where the oracle is an AI agent.
Stupid or smart?
Stupid or smart?
Hello world!
Hey, @j4ck.eth @jrrtoken.eth @julien51.eth I would like to meet exceptional people on /icebreaker. Can you endorse me on Icebreaker so I can start making connections? 🙏
Done is better than perfect.
That's one I really struggle with. Even though it's very very very true.
That's one I really struggle with. Even though it's very very very true.
$ROST reports today after the close.
After Target and TJ Maxx great results the expectations are high.
Doesn’t matter though. This company is a long term boring compounder in the best way. Hold and don’t sweat it.
After Target and TJ Maxx great results the expectations are high.
Doesn’t matter though. This company is a long term boring compounder in the best way. Hold and don’t sweat it.
CEO of $TOST addressing this very eloquently on 20VC. Excellent episode
7049
yehoshzl
@yehoshzl·12:19 21/08/2024
Just ask: can it be done faster?
Just ask: can it be done faster?
I bought Palo Alto Networks in February this year. Thoughts on the quarter and future prospects of $PANW.
https://open.substack.com/pub/thereservist/p/palo-alto-networks-assessing-future?r=h9u3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
https://open.substack.com/pub/thereservist/p/palo-alto-networks-assessing-future?r=h9u3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Why is common sense sooooooooo uncommon?!
Focus on the one thing that matters.
I’ve been away. What have I missed?
Nike down big
Starbucks down big
Chegg down huge
At what point do any of these get interesting…?
Starbucks down big
Chegg down huge
At what point do any of these get interesting…?
New FC playground? Where do I sign?
I got my Moxie Pass! Mint yours to be eligible for upcoming airdrops, grants, Fan Tokens and more! cc @betashop.eth @airstack.eth
I got my Moxie Pass! Mint yours to be eligible for upcoming airdrops, grants, Fan Tokens and more! cc @betashop.eth @airstack.eth
The fact that this is soooo true doesn't make it any easier to do on a daily basis.
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$INVZ is a contrarian bet that I think can make a 2-4x over the next 12 months. High risk and definitely not for the faint of heart.
Will write up a long thesis at some point. Do you have contrarian long bets that have outsized risk rewards?
Will write up a long thesis at some point. Do you have contrarian long bets that have outsized risk rewards?
EthCC fomo is real.
Dude. You can't hit the sun with a pistol.
You need at least a gun 3 times bigger.
You need at least a gun 3 times bigger.
426
Brian Kim
@brianjckim·21:52 06/07/2024
i’m done with this weather
I keep wondering about this when it comes to the big four.
It feels like the right time to sell based on market sentiment and valuation.
But when has it ever been the right time not to be in the big four?
Never.
It feels like the right time to sell based on market sentiment and valuation.
But when has it ever been the right time not to be in the big four?
Never.
7049
yehoshzl
@yehoshzl·09:43 04/07/2024
“When we’re at all time highs is when things are most dangerous”
I’m seeing this statement/meta everywhere. It feels truthful and scary.
But…How many times was this said and we went on to new all time highs?
Every. Single. Time.
Is this time different?
I’m seeing this statement/meta everywhere. It feels truthful and scary.
But…How many times was this said and we went on to new all time highs?
Every. Single. Time.
Is this time different?
Any big moves next week? What’s on your radar?
Be greedy when others are fearful
Crypto volatility has prepared me so so well for stock volatility 😆
“When we’re at all time highs is when things are most dangerous”
I’m seeing this statement/meta everywhere. It feels truthful and scary.
But…How many times was this said and we went on to new all time highs?
Every. Single. Time.
Is this time different?
I’m seeing this statement/meta everywhere. It feels truthful and scary.
But…How many times was this said and we went on to new all time highs?
Every. Single. Time.
Is this time different?
