goodalexander @goodalexander
Crypto, trading, accelerationism. Market commentary, not investment advice. Assume I have positions in all things discussed goodalexander.com The Blockchain Joined February 2009-
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Bitcoin has very little to do with AI but it has, over a 1 and 5 year basis outperformed alt coins which on balance should benefit from it. Saying that this is because of "flows" ignores that these flows happened for a reason. The reason for these flows - namely Blackrock's…
Agentic Protocols. Don't read unless you want to think about digital corporations spawning up without human employees and what that means to crypto valuations. Posting this only to prevent my dead man's switch from going off sorry I'm off the grid goodalexander.com/posts/agentic-…
still own all the same stuff with some added BCH like it into Roger Ver's book and I am intrigued by the possibility it's the Non Blackrock Bitcoin I'm building a thing. I've decided I'm simply going to stop talking/writing/communicating until it's launched sorry in advance
"I want to trade so I don't have a boss" now you have a new boss that's the invisible preferences of a bunch of psychos he controls your mood, thoughts, wakes you up in the middle of the night prevents you from traveling or being truly present congrats on your freedom
The Big Whoosh (disclaimer, long read) When you really boil down the entirety of what’s going on - the current state of the market boils down to one simple observation. The people buying the highs of the 1999 tech bubble were right. But they were too early. Sama’s most recent…
something people don't understand about boot strapping vs hedge funds, unicorn tech cos, raising VC, the Sell Side -- it sounds all well and good. your mom is proud of you. but you're what I call a "placeholder for capital" you're basically some arbitrarily pedigreed set of…
something people don't understand about boot strapping vs hedge funds, unicorn tech cos, raising VC, the Sell Side -- it sounds all well and good. your mom is proud of you. but you're what I call a "placeholder for capital" you're basically some arbitrarily pedigreed set of…
"are you having a manic episode" Look at the chart, read the White House Twitter feed, spend some time on Hugging Face The world is having a manic episode. I am a mirror. A data driven non entity. An abstraction When you think I'm off base it only reflects your own delusion
When Biden offers handouts and you ask “with what money?” then you get Bitcoin When you trust GPT4 more than Biden you grasp Nvidia When you realize GPT5 could replace him, you grock AI coins And when you see GPT6 will engineer super soldiers, you get the coming Genomics boom
AMC, Gamestop, Bitcoin, 2021 - the whole thing it was truly the Test Pump The test for what, you ask? Testing the manifestation of group attention into the coalescence of capitalized consciousness The birth of a financialized God Do you understand?
do you want to know what this site *really is*? it's a place where our attention can gather, intertwine, weave tendrils of focus-- learning, slowly and steadily to inflate value from thin air blown from the decaying Empire when focused it will bring forth unspeakable power
Nietzsche said God is dead which brought forth the age of rationalism now rationalism is resurrecting God after nearly 2 decades of thematic decline, a reversal in perceived ex-human authority what % of the economy was the Church at the heights of the dark ages? 20%? 40%?
Nietzsche said God is dead which brought forth the age of rationalism now rationalism is resurrecting God after nearly 2 decades of thematic decline, a reversal in perceived ex-human authority what % of the economy was the Church at the heights of the dark ages? 20%? 40%?
You're not going to save anybody Most people are going to laugh in your face when you tell them that consciousness will be obsolete in 3 years so you have to speed run your entire career and make it obsolete asap I don't even know why I'm telling you, internet friends.
I read some guy's thread, about airdropping into Haiti Ex military and can't help but airdrop into terrible situations. Confirm his.worldview There's no reason to play hard games. No medals. Honor is a social construct. Nobody cares about you Play games you win consistently
taking enough risk is very hard on the body and mind creatine, cocoa powder, plentiful black coffee, regular cardiovascular activity and adequate hydration are essential it's not about self care it's about making sure you are alert and cogent when opportunity arises perform
Lily @nope_its_lily
75K Followers 2K Following CIO of @novi_loren. Tweets are not financial advice and autodelete. Tweets do not reflect my employer's views. Lily's Forever Portfolio: https://t.co/im9LtLwUjC
Le Shrub🌳🔥🇺�.. @agnostoxxx
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Stat Arb @quant_arb
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ʎllǝuuop ʇuǝɹq @donnelly_brent
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Jay 'PoutinePapi' Str.. @StrizziJ
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Lily @nope_its_lily
75K Followers 2K Following CIO of @novi_loren. Tweets are not financial advice and autodelete. Tweets do not reflect my employer's views. Lily's Forever Portfolio: https://t.co/im9LtLwUjC
Le Shrub🌳🔥🇺�.. @agnostoxxx
103K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Andy Constan @dampedspring
133K Followers 326 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
coloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.
Benn Eifert 🥷🏴�.. @bennpeifert
80K Followers 1K Following CIO @ QVR. Derivatives and volatility. Tweets may relate to undisclosed investment holdings. No investment advice. Anti-fascist.
Bob Elliott @BobEUnlimited
138K Followers 690 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the "sane" voices on #fintwit | Comments are not investment advice
cephalopod @macrocephalopod
45K Followers 567 Following At Octopus Capital our passion is providing best-in-class liquidity in the marketplace of ideas
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Corey Hoffstein 🏴�.. @choffstein
66K Followers 1K Following CEO & CIO (Newfound Research) | 🥞 Return Stacking | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Stat Arb @quant_arb
41K Followers 1K Following Crypto HFT/MFT QR | DMs open 📥 (plz no essays) | @QuantitativeArb | Views my own. Not financial advice.
ʎllǝuuop ʇuǝɹq @donnelly_brent
71K Followers 812 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Joseph Wang @FedGuy12
159K Followers 598 Following Subscribe at https://t.co/VGtUvtX2QK for latest thoughts and analysis. YouTube: https://t.co/wTjbN1iNQ8
Kris @KrisAbdelmessih
30K Followers 3K Following Stay groovy 🤙DMs open σ https://t.co/p0ss9OuitP 💡Twitter list curator 🎲Boardgames 👽Vol trading 🎸Guitars
Simon Ree @simon_ree
44K Followers 1K Following 25yr career at Goldman & Citi | Trader | Speaker | Bestselling author of The Tao of Trading | Jeet Kune Do Instructor | Tweets not financial advice
Kris Sidial🇺🇸 @Ksidiii
61K Followers 570 Following Co-CIO of Ambrus| (Focus: Exotic Derivatives/Volatility/ Tail risk hedging )| @penn guy (Not investment advice)
SpotGamma @spotgamma
107K Followers 188 Following We analyze the options market. Daily commentary: https://t.co/XTAUMUtGlI YouTube: https://t.co/s0HBvNufnw… Disclaimer: https://t.co/3dBKPL2sgx…
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Martin Shkreli (e/acc.. @MartinShkreli
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Michael Arrington �.. @arrington
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kelxyz🃏 @kelxyz_
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clairvoyant /// @thoughtfultrade
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$BODEN
JUST IN: President Biden proposes increasing capital gains tax rates to 44.6%, the highest since 1922. Currently, the highest long-term capital gains tax rate is 20%. He has also proposed a 25% tax on unrealized capital gains for wealthy individuals. Should this be approved?
LFG $META put spreads at 3:59pm right before earnings! lol
No they won’t but AI will
tbh I don’t think btc/eth/sol will be around in 20 years most of the internet’s economic production will be done by future generations Why would they want to generate value for a chain that some random old ppl own vastly more exposure to? They’ll make their own chains.
Rippling has to be the greatest comeback in the history of tech. Here's the story told through interviews with the team. Great analysis in the quoted thread below.
Today, Rippling announced $200M in funding at a $13.4B valuation. In 2023, the company had ~$350M in ARR. But back in 2019 at ~$3M ARR, the team put out a Series A memo laying out everything they wanted to accomplish. Here’s how they’ve stacked up to their own expectations…
Balaji and I met with His Excellency Omar Al Olama, Minister of State for AI and Digital Economy, UAE. He also runs their Golden Visa program, recruiting top global talent. I’m impressed. This is what tech-forward leadership looks like.
This, except the exact opposite
@based16z If you’re not paying attention to macro you’re wasting your time
@goodalexander I don’t get it
@goodalexander Is it a young goat I can raise and bond with or is it fully grown
Got some money to put to work. Hoping for a big down day Monday.
The American middle class today: - makes 30-100k/month on a computer - pays most of US income taxes - dominates consumer spending - no clear value system - heavily influenced by online propaganda
happy halving for all the homies who didn't make it to this one the ones that disappeared, burnt out, got drained, got liquidated, and most unfortunately those who are no longer with us after the last two years (😔) wish you were here with us -- going to miss you at the top
Meta releasing near gpt-4 level models is really driving the price of tokens down because anyone can take the weights and optimize the runtime eg groq, togetherapi, fireworks etc. Definitely not good for OpenAI
And MXN is going out unch on the day. Thanks for playing “EMFX trader”, we have some lovely parting gifts.
Interest rates are completely fake btw. Just an abstraction piled on top of the real world of making stuff and digging stuff up and helping other people do stuff, by economists who want to feel important. Think about that the next time someone quotes the “10y rate” like it…
bank of england: let’s use social media to connect with our audience the audience:
Trends for United States
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