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soonaorlater's profile
Soona
Soona
Soona
@soonaorlater

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Soona

@soonaorlater

cofounder & partner @tokendaily. alum: @alation, @UMEngineering.

tokendaily.capital
Joined June 2011

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    Soona‏ @soonaorlater Jan 7
    • Report Tweet

    Soona Retweeted Biser Dimitrov

    1/ In our @tokendaily newsletter on Sunday we discussed @nic__carter’s essay on Efficient Market Hypothesis topicality and how it relates to $BTC price during the upcoming halving.https://twitter.com/biserdimitrov/status/1213920296287297536 …

    Soona added,

    Biser Dimitrov @biserdimitrov
    ELI5 of @nic__carter's Efficient Market Hypothesis (EMH) summarized by @soonaorlater but if you have 29 minutes, here is the full article: https://medium.com/@nic__carter/an-introduction-to-the-efficient-market-hypothesis-for-bitcoiners-ed7e90be7c0d … pic.twitter.com/QQEYQSY5O2
    10:36 AM - 7 Jan 2020
    • 4 Retweets
    • 18 Likes
    • Minion Leigh Cuen Adam Patel Imran Khan ثاقبه Biser Dimitrov JZ (╯°□°)╯︵ ┻━┻ Mohamed Fouda Token Daily Capital
    1 reply 4 retweets 18 likes
      1. New conversation
      2. Soona‏ @soonaorlater Jan 7
        • Report Tweet

        Though the halving could be priced in, there will likely be new information (or related information) that may not be fully priced in

        1 reply 0 retweets 0 likes
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      3. Soona‏ @soonaorlater Jan 7
        • Report Tweet

        2/ A couple examples of new information that arent available now include: a. Whether traditional financial titans such as Blackrock and Bridgewater will disclose positions in BTC b. How geopolitical issues will affect mainstream perspective on BTC and consequently its adoption

        1 reply 0 retweets 1 like
        Show this thread
      4. Soona‏ @soonaorlater Jan 7
        • Report Tweet

        Soona Retweeted Spencer Noon

        3/ Not all effects of the halving are well understood or easily evaluated - ex: the effect of the BTC network security budget Though it's not relevant to this halving, this question will become more important as the model becomes more reliant on tx feeshttps://twitter.com/spencernoon/status/1213578335462268930 …

        Soona added,

        Spencer Noon @spencernoon
        Honest question: do you think Bitcoin’s uncertain and potentially low security budget post-block rewards is priced in? 🤔
        1 reply 0 retweets 1 like
        Show this thread
      5. Soona‏ @soonaorlater Jan 7
        • Report Tweet

        Soona Retweeted Sean Lavery

        Good thread for additional reading: https://twitter.com/seanplavery/status/1213634499017367552?s=21 …https://twitter.com/SeanPLavery/status/1213634499017367552 …

        Soona added,

        Sean Lavery @SeanPLavery
        Simple info travels fast and therefore benefits from ceteris paribus, relatively speaking. News of inclement weather can predictably affect crop prices because it's new information about short term supply interacting with a static demand curve.
        Show this thread
        0 replies 0 retweets 2 likes
        Show this thread
      6. End of conversation

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