CancelledPapi's profile picture. nobody

CapoBurner

@CancelledPapi

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.@GCRClassic told us that in every cycle, a trend from the previous cycle explodes. The trend usually has a flash in the pan effect in the previous cycle. Then comes back with a vengeance in the next cycle. What if that is memes? What if it’s not gaming or casinos or AI…


reminder

CancelledPapi's tweet image. reminder

cycle-risk-budgeting: bull or bear? for 99% of us, it doesn't matter... (no clue if there's a technical term for what i'm about to describe, this is just self taught/observed that has helped me profit from cycles (yes, actual profit, wouldn't that be nice?)) w = weight r = vol…



chipotle sucks. you can’t be “fast casual” if you’re too expensive for half the market and too mediocre for the other half.

CancelledPapi's tweet image. chipotle sucks.
you can’t be “fast casual” if you’re too expensive for half the market and too mediocre for the other half.

last month i had chipotle delivered to our offices in NY and after the first bite i said “it’s not *if* but *when* chipotle will go bankrupt” then this smartass intern told me they have the “best margins in the industry and they’re fine” thanks, i know, and you’re fired.



you either die a hero or live long enough to see yourself become the villain


CapoBurner reposted

speaking as a degenerate gambler with >$50m in volume: something about sports announcers and talking heads on espn freely speaking about betting lines, spreads, over/unders, etc., just doesn’t sit right with me the “fan duel money line half time report” just feels dirty

CancelledPapi's tweet image. speaking as a degenerate gambler with >$50m in volume:

something about sports announcers and talking heads on espn freely speaking about betting lines, spreads, over/unders, etc., just doesn’t sit right with me 

the “fan duel money line half time report”
just feels dirty

imagine how bullish it is for wif when @cobie figures out that the dog has a hat hes gonna love it


gut says up, but don’t know.


yesterday’s liquidation event was a great reshuffling of the deck i think if your names survived, and you like those names, it’s time to love those names


not gonna impart some useless mkt wisdom after everyone lost all their money not gonna make jokes not gonna say i finally feel vindicated for going to cash too early this cycle i am just gonna say that, for the first time in a *while*, i feel hope for this market again


OHHHH I GET IT the dog has a hat


We going to liquidate that short bro. Are you in?

CancelledPapi's tweet image. We going to liquidate that short bro. Are you in?

saying gm in the group chat after everyone is deeply in profit on a coin you recommended

CancelledPapi's tweet image. saying gm in the group chat after everyone is deeply in profit on a coin you recommended

perp dexes be like: sorry, you are located in the USA you cannot enter our websi... WOW YOU TRAVELED TO ALBANIA VERY QUICKLY WELCOME WELCOME COME IN


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