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Dec 3, 2022

Latest Crypto Portfolio recommendations 50% ETH 10% Matic 40%: fxs, aave, mkr, link, uni, avax, (smaller allocations within the 40% to: snx, grt, ldo) I am also researching the idea of allocating to ZEC to sit in a shielded wallet for private savings.

Jim Bianco biancoresearch.eth

@biancoresearch

Jan 25

1/6 Former NY Fed President Bill Dudley penned a piece today on regulating crypto. It is painfully obvious that he does not understand it.

bloomberg.com

Crypto Is Worth Fixing. Regulators Should Get Moving

A more proactive approach could maximize the benefits of a technology that still has potential.

If the rally stops before ETH $2000 this bounce will have been nothing more than typical “boring low” volatility. Even if the ultimate low is already in, it’s unlikely that crypto prices will be done with the “boring low” to restart the “boom” part of the cycle anytime soon.

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Jan 15

In a typical crypto 3-5 year boom, bust, boring low cycle. The boring low ends with a fast 100%+ gain. ETH blows through $2000 & BTC $30,000 within weeks. Then they fall back to around $1500 and $20K before continuing up. Until then, this is a typical boring low bounce.

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Kevin Xu (interconnect.substack)

Jan 24

The US is more expensive not paying people to work. The US is more expensive because of "regulations" & legal risks. The restrictions on building do not reduce risk nor help the environment and The red tape is not worth losing the computer chip and other industries for.

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@kevinsxu

Jan 24

When asked about the cost gap between its Arizona fabs and Taiwan fabs during $TSM earnings call, here was what Wendell Huang, its CFO, had to say:

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Balaji

@balajis

Jan 22

In the 1800s, the talented became captains of industry By the 1950s, technology favored a giant centralized state — and talent gravitated to institutions because entrepreneurship became so hard By the 1990s, talent began brain draining out of institutions & back to the market

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cyriac

@ryiacy

Jan 22

Started reading the Trader Joes book and an interesting point he makes is that a big part of why America worked well in the 50s is that most institutions were staffed by overqualified men with a ton of life experience from the great depression + war

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When Japanese rates increased from.25% to .5% a few weeks ago, the rates were increased because the markets forced them to, not because the central bank decided it wanted to.

The Japanese Central Bank is not in charge. People expected the Japanese central bank to increase rates today as if they are in charge. Rates will eventually go higher when the market forces them higher not when Central bankers choose.

In 2021 we had seven months to sell ETH over $3000 & since June 2022 we have had seven months to buy ETH at under $1500. In 2025 will we have seven months to sell ETH over $10k?

Kevin Xu (interconnect.substack)

fiskantes.lens

@Fiskantes

Jan 15

0) Some of you cockroaches who survived last year think we are heading to a next bull run, amirite? Idk how things play out, but surviving couple of cycles (two and a half more or less) I allow myself to hallucinate about it.

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Chip manufacturing is one example of why inflation will remain higher. Manufacturing in the US is much more expensive due to “red tape” and a less skilled work force. Even without that self inflicted wound, restructuring takes time and money.

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@kevinsxu

Jan 14

1/ TSMC's earnings call last week revealed more details on how much and why chips will cost *much more* now that "globalization is dead" interconnect.substack.com/p/globalizatio Thread

of salient parts w/ transcript screenshots from @KoyfinCharts + my own takes in bracket []

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Jan 14

If you have been DCA investing since June, you are happy to see higher prices. I expect this rally to fail and we retest lows, but if I am wrong and this is the start of a big bull market, I am OK since 80% of that ETH sold at $3000+ in 2021, I already re-invested at sub $1500.

The cycle: Boom, bust, boring low. Is investing that easy? This pattern will continue until it doesn't. Patterns tend to end when you finally discover it. And even when you know the pattern, its hard to break from the herd. Even when its easy, managing risk is not easy.

3/3 1-40% - If you are new, start with 1%. If you made and protected gains, you can leave higher percents in crypto. Most should only own ETH. Keep in mind, if you are on a centralized exchange, you don't really own crypto and in that case should only hold ETH or BTC.

2/3 15-40% stocks - energy, minerals, get back into growth and tech over next 6 months. 0-25% real estate - I don't love real estate today, but if you bought a house a year ago, its OK and if its not liquid, its OK to hold or live in it! continue --->

1/3 Overall portfolio recommendations: First have enough cash set aside for 2 years. This amount depends on your spending and income. Everything else is the portfolio. 0-20% Investable cash to be invested over next 3-12 months. continued -->

My baby sitter asked me if she should buy today. And this tweet below is an example of the hopium that still exists. When the bear is over, we will rally and no one will think it will continue. Only when no one expects it, will it keep going higher.

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DonAlt

@CryptoDonAlt

What if twitter.com/CryptoDonAlt/s…

Japan having trouble printing enough Yen to buy enough bonds to keep interest rates from rising. My video from six months ago on this is still relevant. youtu.be/GTXEBnPN0sw

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zerohedge

@zerohedge

1.03!! Goodbye normalization

ESG stands for Everything Goes to Shit. **NUCLEAR is the cleanest, safest, most efficient, least expensive energy source. No surprise the ESG grifters hate nuclear and Germany’s “green” ESGers increase use of coal and wood!

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Wolfgang Munchau

@EuroBriefing

In our public story we note that the German Green party has unwittingly become the biggest supporter of coal-fired power in Germany. You could not make this up. eurointelligence.com

Harvard professors argue it’s possible for a centralized organization to decentralize, but has it ever happened? You can also argue that a large incumbents can beat the startup built on revolutionary new tech, but it never does. Don’t bet on these transitions until completed!

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Scott Kominers

@skominers

If your operational model starts out centralized, is it doomed to stay that way? Not at all! Progressive decentralization is possible, as @Jad_AE and I discuss today in @a16zcrypto: a16zcrypto.com/progressive-de

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All traders guys with big followings make money by selling courses and by actual long term holding. The short term trading non sense is just dream peddling to get 100k gullible followers/customers.

By “this kind”, you mean ALL traders, especially guys who draw lines on charts. This moron has over 600k Twitter followers. Traders are not investors.

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ΣUMCapital

@UmaruCapital

This is the kind of garbage u wanna avoid

I hope this video answers all your questions, but please ask if you have any more. I cover crypto portfolio and markets, fiat stocks and market outlook, and updates to what I am working on. Thanks for watching! youtube.com/watch?v=iizXvW

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Jan 10

I am making a long video tomorrow to update you on everything. Any questions?

Jan 10

I am making a long video tomorrow to update you on everything. Any questions?

Austen Allred

@Austen

Jan 9

Calling it now: SpaceX is going to be one of the biggest companies of all-time, and almost nobody realizes how big it will be. Short version: Best team of all-time Biggest market of all-time Deepest moat of all-time Fastest-growing revenue of all-time.

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In fiat and centralized crypto, when you deposit money, you are giving up legal ownership rights. Your stocks are not yours. Your savings account is not yours. The only money you can own are decentralized crypto tokens with you holding your own keys.

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John Authers

@johnauthers

Jan 5

Seriously bad news for people who held crypto with Celsius (and presumably FTX): Deposits at bankrupt crypto platform don’t belong to customers, judge rules crainsnewyork.com/markets/celsiu via @CrainsNewYork

Matthew Pines

@matthew_pines

Jan 4

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Gianluca

@MenthorQpro

Jan 4

The BOJ’s decision last month to double the 10Y yield ceiling was meant to improve market functioning, but instead it sparked a huge selloff in debt, requiring BOJ to buy even more debt through unscheduled bond activity

Jim Bianco biancoresearch.eth

Dec 31, 2022

40 year bond bubble popped.

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@biancoresearch

Dec 31, 2022

1/5 The final results for a year unlike any other in the bond market.

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Dec 31, 2022

Prediction for 2023: Central bank prints $5-15 trillion USD to rescue the US treasury market. If it works, the grifter ponzi elites buy another 5ish years. If it doesn’t, 🎢📉📈🙃💥🗽

Former Chinese Central Banker Admits Results Of Digital Yuan Experiment "Not Ideal"

Dec 30, 2022

If a somewhat competent government in China cannot make a CBDC work, it is extremely unlikely that the incompetent grifter Western politicians can launch a CBDC. Former Chinese Central Banker Admits Results Of Digital Yuan Experiment "Not Ideal"

zerohedge.com

...the "usage has been low, highly inactive".

Dec 30, 2022

Solana is the only blockchain with a plan to scale within one chain. (No layer 2’s or shards, etc) This is an unproven concept which makes Solana extra risky for next cycle. I am waiting for the next bear market to reconsider investing in $SOL

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cyy.eth

@cyounessi1

Dec 30, 2022

So many people unable or unwilling to accept the bitter truth about Solana, especially now that it's received some pity from Vitalik. So much sunk cost fallacy, white knighting, Stockholm syndrome. The truth is, Solana's "culture" has been an absolute carnival scam from day 1.

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Rep. Dan Bishop

@RepDanBishop

Dec 20, 2022

My team and I are reading through the omnibus bill today - all $1.7 trillion and 4,155 pages of it. Follow along for some of the most egregious provisions in the bill ⬇️

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When times were good and slowing down was the smart move, Interest rates in tradfi were low and in defi rates were high. Now that it’s time to invest and make moves, in tradfi interest rates are high and in defi they are low. Defi > Tradfi

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Will Sheehan

@wilburforce_

Dec 20, 2022

10 year vs. compound USDC supply rate, says a lot

experimentalhistory.substack.com

Dec 18, 2022

Peer review, another pillar of censorship, is crumbling.

@a_m_mastroianni

The rise and fall of peer review

Why the greatest scientific experiment in history failed, and why that's a great thing

Dec 17, 2022

The goal of buying during the bear market is not that each buy is the ultimate low. The goal is that when you have exhausted your DCA funds, the ultimate low is already in and you have a good average cost. I will probably be done accumulating in Q1 2023. Then we HODL 3-5 years.

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DonAlt

@CryptoDonAlt

Dec 17, 2022

Prices are obviously down in the last few days That hasn't changed any of my bullishness though, this feels and looks like a bottom range to me. If we wipe lower I'll buy more but it feels unlikely I'm not here to lament 10% moves, I'm here because 100%+ is a clear possibility

I have listened to every single All In Podcast. I follow few people on Twitter to get all my news. So to hear 3 people who I follow all talk to each other is a treat each week.

@chamath

@DavidSacks

@friedberg

Although I don't follow, I appreciate

@Jason

too :)

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The All-In Podcast

@theallinpod

E108

-- doxing debate -- nuclear fusion breakthrough -- state of the markets -- startup valuation collapse -- what LPs are thinking -- besties go 0-2 in worst person in tech bracket

: bit.ly/alline108

: bit.ly/alline108yt

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It is becoming popular to know that nuclear energy is the cleanest, least expensive, and safest energy source. Looking forward to next 2 weeks

@MacroVoices

podcasts about nuclear energy. Other than stock URNM, how can we invest in this multi decade trend?

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Congratulations to @Grace_Stanke , who has won Miss America 2023!!

She is a nuclear engineer student advocating for more young people to learn about nuclear tech & science. This has been a historic year for all nuclear energy advocates. Congratulations to y’all too!

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