stevenjmcc's profile picture. Investor exploring inefficiencies across microcaps & crypto
Building tools & using data to find what others miss.
Latest - http://UltraIQ.io

Venture Steve

@stevenjmcc

Investor exploring inefficiencies across microcaps & crypto Building tools & using data to find what others miss. Latest - http://UltraIQ.io

Check it out!

V5 released Major changes - marketplace is now powered by ultra connect.. experimental so maybe a few small bugs but hopefully good perf - a signed wallet message used to login.. this is used for auth and chat.. no more cumbersome SSO @Ultra_io $UOS



Still a big fan of $DGE here. Think fear of lower consumption, though a structural trend in the west, will be offset by growth in EMs and substitution in No/Lo-alc. Also premiumisation, resilient pricing, and one of the strongest brand portfolios in global staples. +30-50% imo

stevenjmcc's tweet image. Still a big fan of $DGE here.

Think fear of lower consumption, though a structural trend in the west, will be offset by growth in EMs and substitution in No/Lo-alc.

Also premiumisation, resilient pricing, and one of the strongest brand portfolios in global staples.

+30-50% imo

That's what we like to see

stevenjmcc's tweet image. That's what we like to see

Added a bit more detail about the daily contracts used @ UltraIQ.io Can click into them if you want more detail from the explorer.

stevenjmcc's tweet image. Added a bit more detail about the daily contracts used @ UltraIQ.io

Can click into them if you want more detail from the explorer.

testnet tx rising? 🧐

stevenjmcc's tweet image. testnet tx rising? 🧐

Very interested in Diageo $DGE here. The share price is back where it was in 2012 - but since then Revenue has doubled, margins are still best-in-class, and free cash flow at ~$2.5-3bn a year. Market seems disillusioned by weak optics - one-off expenses, FX noise, mgmt…

stevenjmcc's tweet image. Very interested in Diageo $DGE here.

The share price is back where it was in 2012 - but since then Revenue has doubled, margins are still best-in-class, and free cash flow at ~$2.5-3bn a year.

Market seems disillusioned by weak optics - one-off expenses, FX noise, mgmt…

Thinking about this a lot.. 🧠 The 10 Oldest Truths in Tech 1. Distribution > Innovation great product wins headlines, great distribution engine wins decades. 2. Ecosystems beat products The best product rarely wins - the best network of products, APIs, and partners does. 3.…


Little bit more volume on $UOS today? Not much, just a lil'.


All the ideas proposed are strong - the real challenge will be in pulling them off consistently and with transparency. Revenue-backed buybacks are super healthy. That said, if we were generating revenue we wouldn't have half of the current problems... I hope they have finally…

We're opening up the discussion on a complete tokenomics revamp for the $UOS token 🚀 Our goal: to forge a powerful, sustainable, and community-driven ecosystem. Discover our initial proposals and share your feedback. Let's dive in! 👇 $UOS #Tokenomics #Web3Gaming

NWD_Blockchains's tweet image. We're opening up the discussion on a complete tokenomics revamp for the $UOS token 🚀

Our goal: to forge a powerful, sustainable, and community-driven ecosystem.

Discover our initial proposals and share your feedback.

Let's dive in! 👇

$UOS #Tokenomics #Web3Gaming


Remember that there are two sides to every transaction. The one with superior information usually comes out ahead. It’s worth asking whether you have sufficient reason to believe it’s you.


This one post makes up for all the brainrot I usually see on X. Been looking more into game development and publishing lately, so a few good book recommendations are exactly what I needed!

Web3 gaming is really special. I have never seen so many circle jerking gaslighting delulu simpletons in my life of any industry I've been a part of over the past 25 years of being an exec and founder. Please take a week off, go read just 1 book on game dev, or watch some GDC…

SinjinMAYG's tweet image. Web3 gaming is really special.

I have never seen so many circle jerking gaslighting delulu simpletons in my life of any industry I've been a part of over the past 25 years of being an exec and founder.

Please take a week off, go read just 1 book on game dev, or watch some GDC…


Can someone from the $SKEY @SkeyNetwork community update me on the status of the project?


Any $DEVO analysts tracking Baby Steps? Strong Twitch/YouTube traction (86k peak viewers/30k last night) but SteamDB shows <1k CCU and <1k reviews after 2 weeks. How do you value something like this - does Devolver recoup fast through publishing deals, or is this a miss?


Pavel 💪

Here's my 4+ hour conversation with Pavel Durov (@durov), founder and CEO of Telegram. This was one of the most fascinating and powerful conversations I've ever had in my life. We discuss everything from his philosophy on freedom to government bureaucracies, intelligence…



Venture Steve reposted

European vertical market software companies have a moat on top of their software, being able to navigate the regulatory landscape. Seems to me that serial acquirers like Constellation Software, Topicus, Chapters Group and Asseco Poland are positioned well to benefit from this…

Tech Private Equity ignored Europe for a decade. Now 13,000+ software companies are waiting. This is the next buyout frontier Thread

TheIcahnist's tweet image. Tech Private Equity ignored Europe for a decade.

Now 13,000+ software companies are waiting.

This is the next buyout frontier

Thread


Enjoying a week away. Recharging the batteries 😊☀️


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