PokerTim
Titolare BNB
Commerciante occasionale
5.2 anni
X: PokerTim11
5 Seguiti
100 Follower
50 Mi piace
7 Condivisioni
Traduci
With Xmr exploding to all time high, that can only mean a few things.
1. Zec is bound to catch up, and is lagging due to recent resignation news.
(since Zcash is a better tech than Xmr, for those of you who argue otherwise, you can check for yourself)
2. Xmr's price is falling back down, since it cannot sustain a higher valuation than a better protocol (Zec).
that leads to the analysis of how much higher of a valuation of Xmr is to Zec.
Currently, the market cap (not fdv) of Zec is 6.83B while xmr is at 12.85B.
i would argue this leaves a lot of room for margin of safety.
side note:
the fact that Xmr is exploding, it means potential narrative shift to privacy again. ( I think tailwind for privacy is here, not just short term but to stay)
in terms of interest of "privacy" in google search, developed countries are more prevalent. (more potential buying power)
#zec #zcash #privacy
1. Zec is bound to catch up, and is lagging due to recent resignation news.
(since Zcash is a better tech than Xmr, for those of you who argue otherwise, you can check for yourself)
2. Xmr's price is falling back down, since it cannot sustain a higher valuation than a better protocol (Zec).
that leads to the analysis of how much higher of a valuation of Xmr is to Zec.
Currently, the market cap (not fdv) of Zec is 6.83B while xmr is at 12.85B.
i would argue this leaves a lot of room for margin of safety.
side note:
the fact that Xmr is exploding, it means potential narrative shift to privacy again. ( I think tailwind for privacy is here, not just short term but to stay)
in terms of interest of "privacy" in google search, developed countries are more prevalent. (more potential buying power)
#zec #zcash #privacy
Traduci
伟大的思想家们在他们的思维方式上有很多的共同点
在查理·芒格的一个视频片段中，他谈到了人类心理误判，他提到了斯坦福的守卫和囚犯实验。
在那个例子中，他说原因不仅仅是互惠倾向和角色理论（你被期望扮演好你的角色），还有一致性和承诺倾向，你越是作出某种行为，你就越是在你的头脑中强化那个想法。
这与乔丹·彼得森 所说的话产生了共鸣
那就是：你就是你的行为
他说，没有人足够聪明到，行为是一套，脑中个人的身份认同却是另一套
例如：你不可能每天都起不了床，脑中还觉得自己是个意志力十分强大的人
在查理·芒格的一个视频片段中，他谈到了人类心理误判，他提到了斯坦福的守卫和囚犯实验。
在那个例子中，他说原因不仅仅是互惠倾向和角色理论（你被期望扮演好你的角色），还有一致性和承诺倾向，你越是作出某种行为，你就越是在你的头脑中强化那个想法。
这与乔丹·彼得森 所说的话产生了共鸣
那就是：你就是你的行为
他说，没有人足够聪明到，行为是一套，脑中个人的身份认同却是另一套
例如：你不可能每天都起不了床，脑中还觉得自己是个意志力十分强大的人
Traduci
The great people actually share a lot in common in their thinking.
In one of Charlie Munger's clips, he speaks about the human psychology of misjudgement, he mentions the Standford experiment of the guard and prisoner.
In that example, he says it's not just RECIPROCATION TENDENCY and ROLE THEORY (you are expected to act out your role) that caused it, but also CONSISTENCY and COMMITMENT TENDENCY, the more you act out certain behaviour, the more you are pounding that idea into your head.
This resonates with what Jordan Peterson has said, which is: you are what you act out.
he says nobody is sophisticated enough to act one way and be another in their own head.
In one of Charlie Munger's clips, he speaks about the human psychology of misjudgement, he mentions the Standford experiment of the guard and prisoner.
In that example, he says it's not just RECIPROCATION TENDENCY and ROLE THEORY (you are expected to act out your role) that caused it, but also CONSISTENCY and COMMITMENT TENDENCY, the more you act out certain behaviour, the more you are pounding that idea into your head.
This resonates with what Jordan Peterson has said, which is: you are what you act out.
he says nobody is sophisticated enough to act one way and be another in their own head.
Traduci
Peter Thiel's idea of evaluating a business.
a business create X% of value and capture Y%
X and Y are independent value.
most biggest innovations have their profits competed away, so the Y% is close to zero.
eg: railroad, airlines etc.
when he did paypal, he calculated most cash flow come from years later, thus it's important to evaluate whether business would still exit long after, rather than purely focusing on growth rate,
eg: a company can be doing growth at 100% a year and go out of business in 5 years time because of competition. thus it's not worth investing from an investor perspective.
therefore he likes business in monopoly because of Y% and business life expectancy.
that got me thinking, how do you know a business has defensible moat over the long run especially we live in a world where there is breakthrough in tech everyday, one way of him evaluating is whether the product has network effect.
while it's true, we simply do not know what is going to come along and new innovations can still disrupt everything,
eg: AI search to google search
(maybe not the best example as al search now complements google search to some extent )
there is a tweet from @naval
"Continuous learning is the only defensible moat."
doesn't this reach the conclusion of always investing in capable and ethical people, and that's almost the only determining factor?
tho in the book "poor Charlie's almanack", Charlie did say if you had to pick between good business and good management team, he would lean more towards good business.
I actually wonder if that is because he doesn't invest in businesses that have high multiples anyway (as he describes as having high margin of safety), therefore he leans towards the good business side, and it doesn't apply as much in tech companies.
a business create X% of value and capture Y%
X and Y are independent value.
most biggest innovations have their profits competed away, so the Y% is close to zero.
eg: railroad, airlines etc.
when he did paypal, he calculated most cash flow come from years later, thus it's important to evaluate whether business would still exit long after, rather than purely focusing on growth rate,
eg: a company can be doing growth at 100% a year and go out of business in 5 years time because of competition. thus it's not worth investing from an investor perspective.
therefore he likes business in monopoly because of Y% and business life expectancy.
that got me thinking, how do you know a business has defensible moat over the long run especially we live in a world where there is breakthrough in tech everyday, one way of him evaluating is whether the product has network effect.
while it's true, we simply do not know what is going to come along and new innovations can still disrupt everything,
eg: AI search to google search
(maybe not the best example as al search now complements google search to some extent )
there is a tweet from @naval
"Continuous learning is the only defensible moat."
doesn't this reach the conclusion of always investing in capable and ethical people, and that's almost the only determining factor?
tho in the book "poor Charlie's almanack", Charlie did say if you had to pick between good business and good management team, he would lean more towards good business.
I actually wonder if that is because he doesn't invest in businesses that have high multiples anyway (as he describes as having high margin of safety), therefore he leans towards the good business side, and it doesn't apply as much in tech companies.
Traduci
Fortune rewards the patient.
$ZEC
$ZEC
Traduci
I just found out someone used my name and icon to do a telegram group, i am not running any sort of telegram group, be careful and stay safe.
Traduci
I find it quite funny that often many kols would talk about macro as if they were experts/ spend years studying it, marco is super complicated with many strings pulling in many different directions.
I personally would only listen to people like ray dalio that have remarkable achievements in life.
I personally would only listen to people like ray dalio that have remarkable achievements in life.
Traduci
Bought this dip, in the form of BTC, majors have room to pump since the current price is quite far from all time high, r/r is decent, funding rate mostly close to 0, similar to april imo, just not as extreme.
#btc
#btc
Visualizza originale
La crypto dipende molto dalla narrativa, quindi la forza di una particolare narrativa è molto importante.
Come valutiamo la forza di una narrativa? Se una narrativa è qui sin dall'alba dei tempi, significa che la narrativa è più vera delle altre perché ha superato la prova del tempo.
La privacy è quella narrativa.
La tecnologia si sta evolvendo sempre più velocemente, spesso non sappiamo quale narrativa seguire perché tutto potrebbe cambiare domani, ma la libertà, la privacy, questi argomenti sono attuali e non svaniscono mai, il bitcoin è aumentato grazie alla libertà.
Ora tocca a noi contemplare nuovamente la privacy, nella forma di Zcash. Usa il portafoglio @zashi_app per il tuo bene.
$Zec
Come valutiamo la forza di una narrativa? Se una narrativa è qui sin dall'alba dei tempi, significa che la narrativa è più vera delle altre perché ha superato la prova del tempo.
La privacy è quella narrativa.
La tecnologia si sta evolvendo sempre più velocemente, spesso non sappiamo quale narrativa seguire perché tutto potrebbe cambiare domani, ma la libertà, la privacy, questi argomenti sono attuali e non svaniscono mai, il bitcoin è aumentato grazie alla libertà.
Ora tocca a noi contemplare nuovamente la privacy, nella forma di Zcash. Usa il portafoglio @zashi_app per il tuo bene.
$Zec
Visualizza originale
L'appetito per il rischio è ancora molto forte, l'S&P 500 è effettivamente diventato verde dopo un'improvvisa caduta, i ribassi continuano ad essere acquistati, le criptovalute sono un po' sottovalutate rispetto alle azioni secondo la mia opinione. Continuerò a monitorare.
Visualizza originale
Ho acquistato questo ribasso, sotto forma di robinhood in azioni, è più sicuro scommettere su questo ribasso in equity per il momento, cercherò di acquistare anche in crypto.
Traduci
Don’t be clicking buttons, there aren’t that many great opportunities to trade, stay patient guys.
Visualizza originale
Il volume parla da solo, davvero incredibile.
L'unico svantaggio è che è chiaramente visibile che vediamo pressione in vendita intorno ai 700$, ma se ci consolidiamo qui cambiando mani e btc decolla, allora questo sarebbe un commercio molto riuscito, il r/r è ancora solido.
A proposito, ignora tutto il rumore, guarda solo i dati, una buona regola empirica è che i trader che ti offrono mille monete sono spesso trader incapaci.
Proprio come una teoria che spiega tutto non spiega nulla
o
se tutto è di pari importanza, nulla è importante.
#zec #zcash
L'unico svantaggio è che è chiaramente visibile che vediamo pressione in vendita intorno ai 700$, ma se ci consolidiamo qui cambiando mani e btc decolla, allora questo sarebbe un commercio molto riuscito, il r/r è ancora solido.
A proposito, ignora tutto il rumore, guarda solo i dati, una buona regola empirica è che i trader che ti offrono mille monete sono spesso trader incapaci.
Proprio come una teoria che spiega tutto non spiega nulla
o
se tutto è di pari importanza, nulla è importante.
#zec #zcash
Traduci
Congrats to the ones who followed my trades, because we got extra 3% in the last several days just from funding rate haha.
$Zec Zcash.
$Zec Zcash.
Visualizza originale
La mia tesi rimane la stessa,
VEDO MAGGIORI OPPORTUNITÀ PER ZEC
Ho monitorato da vicino i dati di Zec$ , e devo dire che è davvero impressionante, e la maggior parte delle persone non sa come controllare i dati di Zcash, il che lo rende ancora più efficace.
Piccolo riepilogo, tasso di finanziamento negativo, aumento dei prezzi guidato dal mercato spot, dinamica sana.
BTC, ETH, BNB tutti in calo oggi, e $Zec rimane forte,
COMPRA COINS CHE PERFORMANO MEGLIO IN UN DOWNTURN.
A meno che non abbiamo già un mercato orso in arrivo, $Zec supererà le aspettative.
RADDOPPIA SUI TUOI VINCI NON SUI PERDENTI. (Peter Lynch)
VEDO MAGGIORI OPPORTUNITÀ PER ZEC
Ho monitorato da vicino i dati di Zec$ , e devo dire che è davvero impressionante, e la maggior parte delle persone non sa come controllare i dati di Zcash, il che lo rende ancora più efficace.
Piccolo riepilogo, tasso di finanziamento negativo, aumento dei prezzi guidato dal mercato spot, dinamica sana.
BTC, ETH, BNB tutti in calo oggi, e $Zec rimane forte,
COMPRA COINS CHE PERFORMANO MEGLIO IN UN DOWNTURN.
A meno che non abbiamo già un mercato orso in arrivo, $Zec supererà le aspettative.
RADDOPPIA SUI TUOI VINCI NON SUI PERDENTI. (Peter Lynch)
Traduci
Going to buy up some $Aster at the right timing.
Aster is a strategic product of Binance against hyperliquid.
(CZ openly said he thinks dex is going to take over in the future and if he were ten years younger, he would be building a dex)
and I think CZ saying him treating Aster like BNB, which might imply he is going to work inside Aster? He could be having second thought like: afterall im still young haha. @CZ
Who knows, but this is definitely a +EV bet in the long term.
#aster
Aster is a strategic product of Binance against hyperliquid.
(CZ openly said he thinks dex is going to take over in the future and if he were ten years younger, he would be building a dex)
and I think CZ saying him treating Aster like BNB, which might imply he is going to work inside Aster? He could be having second thought like: afterall im still young haha. @CZ
Who knows, but this is definitely a +EV bet in the long term.
#aster
Accedi per esplorare altri contenuti