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Xaston

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Everything posted by Xaston

  1. Does anyone have access to this report? I would love to read the whole thing.
  2. Visa bought a punk this morning. Floor now ~224k.
  3. The answer was not very long, and it's worth WAY more now. Punk floor is about 144k right now.
  4. Nftfi is so cool. Basically a smart contract that sits between both sides of a market: 1) Holders of premium NFTs who want access to capital. 2) Holders of capital who want to loan their capital, with an asset backing the loan.
  5. I would call that a 22% discount to NAV, not a 78% discount to NAV, like you said in the other post. I do also think that number isn't accurate. I follow @grayscaletrust on twitter for my up to date grayscale discount/premium numbers.
  6. This thread has too much discussion about bitcoin and not enough about ether. Bitcoin is an amazing invention (I have owned since 2016 and spent a long time thinking about and discussing it before finally buying) and has permanent OG status but you can do so much more interesting shit on the ethereum network than you can on bitcoin. That gap is only going to go up. How many of the people in this thread who are completely dismissive of crypto have ever even used metamask? A revolution is unquestionably happening. The amount of disintermediation and automation that crypto allows is immense, and that will have huge negative ramifications for lots of non-crypto-native companies and industries. You genuinely don't have to learn about it and profit from it if you don't want to, but it is not going away and it is only going to do more things and gain more adoption.
  7. I think its trading at like an 7-8% discount right now not 78%. You should look at what their litecoin trust trades at if you wanna ponder about why one of these things is priced wrong. I think its like a 1600% premium
  8. Chances of death are very low but you can still get very sick and incur permanent damage to your lungs or organs. Even if you are healthy. Not just theoretical, I know someone 40ish and healthy and fit that had this happen. They have lung damage, it's permanent. They also went through complete hell for 2 weeks. Israel has vaccinated over half their population and haven't reported any issues. The pharma companies aren't based there so they have no reason to lie about the effectiveness. I feel at this point it's quite a remote chance the vaccine is more dangerous than covid. The exact same thing is true for the flu. Do you think everyone should get innocolated (yearly flu shot)? The IFR for covid-19 is about 2.5x that of the flu. The r0 of Covid-19 is about 66% higher than the r0 of the seasonal flu.
  9. Because only sith deal in absolutes
  10. Don't know about OP, but this could potentially be a good idea so OP also learns from the process
  11. Selling half my GIII I bought last March
  12. How long before a floor punk is worth more than a Bitcoin? World's best NBA bettor just bid 2.1 million for an alien punk and the bid was not accepted.
  13. I don't think any of the stocks I own are gonna outperform CryptoPunks over the next decade
  14. Just finished this as my first book of 2021 and I very much enjoyed it. It had the type of thesis statement that I was worried I'd read the introduction and feel like "I get it," and then after that find the entire thing repetitive, but it kept the examples and angles fresh.
  15. 54.3% which is definitely my best year of results. 2008 was my first year in the market.
  16. Was going to suggest ITIC since they'd done multiple over the time I've owned them and I googled em to see when they did as reference point and I see they've already announced one for Dec 15th for shareholders of record on Dec 1st.
  17. Pretty silly for people to say there's no upside.
  18. Do you know why killing someone who is attacking you is more justified than killing an innocent person? Do you know why its more dangerous to drive over the speed limit without wearing a seatbelt than with one?
  19. Obviously 15 is safer but its not like as a guideline the CDC can teach people about probability distributions/geometry/fluid dynamics/viral loads so you just pick a number that's pretty safe but still allows society to function and hope for the best.
  20. Politicians want to get elected, and the message that we as the government will help you is a much easier message to sell to voters than the message that we as the government will not help you.
  21. I also want to point out the difference between getting the data from a Netflix user, and trying to figure out what movie or shows to recommend, compared to getting the data from a Tiktok user, and trying to figure out what clip to recommend. If I watch a 15 second video of a cute animal; you can pretty confidently extrapolate that if you put other videos of cute animals in front of me, I'll like them. And it took you 15 seconds of data collection to figure that out. And when you guess wrong, you're costing me very little time, making me feel less critical of your prediction algorithm. If I watch (and thumbs up) Gilmore Girls on Netflix, what does it recommend next? The amount of possible reasons that a sprawling piece of art like a show or movie resonate with a viewer are necessarily much more numerous, complex, and unpredictable, than that of 15 second videos. And it took Netflix 110 hours to collect that data. Then if you want to really actually try to solve the problem, probably the best thing to recommend to someone who the only datapoint you have on them is that they like Gilmore Girls, is to say watch Bunheads or The Marvelous Mrs. Maisel, the other two shows created by the same creator; a problem here is that neither one is available in Netflix's library. And when you guess wrong with a TV show or movie, you're costing me a lot of time, making me feel much more critical of your prediction algorithm.
  22. I feel like its also the way its packaged (e.g. very short videos, plus some other stuff). Making algorithms that figure out what content you will like based on what other content you have liked, and what other users like you have liked, is very doable by companies not named ByteDance. I guess you could argue it's just that much better than the algorithms determining what to put in front of people on YouTube, Netflix, Spotify, Facebook, etc, but I really don't think that is the case.
  23. Sounds pretty sane to me Source: I have done a fairly significant amount of supervised machine learning myself
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