Phantom Thoughts @PhantomFrith

Calm on the surface, underlying intensity Joined September 2021

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Phantom Thoughts @PhantomFrith

2 months ago

AI is destroying the perceived value of what used to be highly regarded degrees. Colleges will have a harder time “selling” degrees? Decreased student loans? Associated lending businesses? 📉 Personal debt of new generations?📉 Political/economic implications here?

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Phantom Thoughts @PhantomFrith

2 months ago

On a day like this, I love to see when equity and crypto investors compete to see who is more horny and bulled up.

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Phantom Thoughts @PhantomFrith

2 months ago

If you dont expect anyone to understand your vision and dont expect anyone to care. You will truly work to build without aiming to please anyone else. You are doing it for the stake of building the future that you want. Let everything and everyone else fall in around it ;)

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Phantom Thoughts @PhantomFrith

2 months ago

Used to think one could not analyze tx similar to consumer via real world, on the ground observation. Just look societal trends that precede health issues — duh,

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Phantom Thoughts @PhantomFrith

2 months ago

Growth name, therefore detached from near term fundamentals. Fundamental weakness is obvious yet stock still floats higher. Investor base involved for explosive opportunities. Desensitized to fundamental weakness. Drunk on disruptive innovation. E L o n

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Phantom Thoughts @PhantomFrith

2 months ago

Seems like they are about to throw in the towel. It’s a lot of pressure from many angles. The management team just seems beaten down. Doug, Ian, & Louise’s tone.

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Phantom Thoughts @PhantomFrith

2 months ago

Watch AI Agents use stablecoins. ETH📈

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Phantom Thoughts @PhantomFrith

2 months ago

Bessent = US Treasury Salesman —> 🗣️”stablecoins will be a $2T industry” —> growth in stable coins = more US treasuries buying —> drives down cost of debt, budget deficit looks better, Bessent wins! Circle grows its platform, ETH should also be further appreciated, ETH📈

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Phantom Thoughts @PhantomFrith

2 months ago

When you have a clear cut vision for yourself…. (i) Don’t expect everyone to understand you or your sacrifices. (ii) Don’t expect anyone to care. (iii) Just do.

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Phantom Thoughts @PhantomFrith

3 months ago

ETH has AWAKENED

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Phantom Thoughts @PhantomFrith

3 months ago

Tokenizing stocks will change the investing/trading industry! 24/7 trading?!? Now when can you log off if youre at a hedge fund? Sell side research? Help desk at factset, BBG??!?

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Phantom Thoughts @PhantomFrith

3 months ago

Morning thought that begged for attention during my meditation this morning. Plastics in water -> downstream health effects -> symptoms that inhibit QOL among masses -> new class of therapeutics ?

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Phantom Thoughts @PhantomFrith

3 months ago

Markets are going to be disappointed when two rate cuts do not happen this year because the FED wants to remain cautious as Powell watches inflation trend higher. (Not financial advice)