Shula
@shulatrenches
Midas list top quartile contrarian superforecaster
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These AI raises are literally 2021 low float high fdv all over again. Fake market caps, no liquidity
Monero Chan is 3 days off the top and isn’t going lower. On a bitcoin red day feels a better re buy
Read fabricated knowledge -> realize no one else is listening to the alpha -> profit
Cisco $CSCO AI story is beginning in earnest and under discussed. Asymmetric to the upside into earnings this afternoon
Cisco $CSCO AI story is beginning in earnest and under discussed. Asymmetric to the upside into earnings this afternoon
Need to do math on initial liquidity vs ratio of liquidity/mcap in an x*y=k pool and at what point a %1 bag is the value of the entire liquidity pool
Cobie built Echo bc it was unfair the VCs were getting all the 1000Xs. Except now there are no 1000Xs, there’s no liquidity for anyone to exit anything in crypto. The market adjusted itself. But Coinbase still buys Echo for 300M. All about who you know I guess
CT sentiment isn’t a trade/counter trade anymore. Hasn’t been relevant for awhile
ZEC is gonna keep ripping until every short ever opened on it is blown out
We’d make so much more money letting it die and running back a new cycle
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Cisco $CSCO AI story is beginning in earnest and under discussed. Asymmetric to the upside into earnings this afternoon
Altcoin sunrun 2026
on a longer time horizon, every single alt dies vs. $btc. check any alt/btc pair and it's down only over long periods if you're a buy and hold investor who won't ever sell, you should only own $BTC and that's it.
Game of manipulating private valuations. Optimize for variable currently most important to raise -# of mit dropouts -Revenue: spin up huge rev at - mrgns -Sector: AI, Robotics -adjacency to figures: Elon, Sama Raise, sell secondaries, repeat
Silicon Valley went from wanting to build the future to wanting to just sell the future
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