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Dave86ch

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Everything posted by Dave86ch

  1. 2020 Russia started pulling the energy dog's leash, 2022 China started pulling the manufacturing dog's leash. Pushing us down the inflation cliff.
  2. "The collective existence of both digital commodities (PoW) and digital equities (PoS) in my view represents a novel new era for asset classes, and we’ll see where they may be successfully applied." https://www.lynalden.com/what-is-money/#final
  3. "During his time at Stanford University, Thiel attended a lecture given by René Girard. Girard, a Catholic, explained the role of sacrifice and the scapegoat mechanism in resolving social conflict" wiki He is applying the lession, bright.
  4. Problems are solvable. I can assure you that smart guys with aligned incentives are working hard to solve those problems. Some countries noticed this opportunities and are working to give house to those tech savvy, implementing new sets of rules. Tech isn't a point in time but a trend. If there are incentives and tech feasibility, problems are solvable. An NFT can already open a door throught NFC, thanks to on-chain credentials. To on-chain credentials is possible to tie a person identity and/or their pseudonyms.
  5. True, but what I mean is something more social. A trustless decentralized network of people around the world, coordinate by smart contracts and incentivized by tokens, fungible and non fungible.
  6. The next FAANG it will not be a company, it will be a network of people.
  7. Added to 9988 (Alibaba) on Hong Kong
  8. Added to 9988hk and $COIN
  9. Thank you, I really appreciate.
  10. I just finished reading the entire saga of Nomad Partnership (From 2001 to 2013 Nomad returned 20.8% CAGR before fee). It was an amazing avventure, worth the time reading the 218 pages which compose the letters written by Nicholas “Nick” Sleep during his adventure. Investing goes beyond the simple research of money, but it encompasses the whole spectrum of human existence, passing through psychology, history, charity, adventure and discovery. Nick Sleep itself named it as “Our adventures in capitalism”. Like all adventures, an adventure hides dangers, but even great opportunities to become free and enlightened, more creative, and more productive. Free time for yourself, over and above that, for our family and for the entire humanity. I underlined the best parts in the article and I categorized them by theme. Article The Mentors: Nomad Letters Quotes https://dscompounding.wordpress.com/2022/01/25/the-mentors-nomad-letters-quote/
  11. Interesting, thank you. Any thoughts on Ambev S.A.?
  12. Added to 9988hk(Alibaba) and DIS
  13. Centralized China and Decentralized West it may be an option. Culturally it would be more coherent.
  14. This. Imo ppl on twitter are less emotional and more intellectual and at least they try to articulate and share thoughts. Other platforms are populated only by mindless scrollers with an attention span of 2ns, the ideal targets for advertisers. In fact the other platforms are more utilized by woman.
  15. Imo the problem is more related to the user base than to the CEO.
  16. Maybe they don't want, but I doubt there are other viable ways. https://dscompounding.wordpress.com/2022/01/09/metaverse/
  17. Exactly the same feeling, I can literally built my personal bank vault in Solidity with few line of code. With more expertise I could implement more features, the potential is huge. Atm the problem to solve is gas cost but we are at the beginning. DAO is another interesting project.
  18. Added to 9988hk (Alibaba)
  19. This chart from a Terry Smith presentation could be interesting. Even if in my opinion great results require a contrarian attitude.
  20. Tbh what I do with Python now, could be do with excel, but since I started delve on Python, I want to pratice with it. Moreover I fell in love with data analysis and ML, thus I want to implement some advanced features in my DCF analysis for the sake of curiosity.
  21. I've the same request for Python applications
  22. Zuck and Jack Dorsey.
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