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Dave86ch

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Everything posted by Dave86ch

  1. He tries to time the market, not my game. The US are not in a great shape in my opinion, and now they are approaching a tough recession. Frankly I doubt the FED can implement the necessary measures to weather this situation. "Because we definitely need a change, half the country hates the other half, we have mayopic economic policies, boom and bust policies, we don't really get change unless bad stuff stuff happens to catalyse the change" Druckenmiller
  2. Druckenmiller "Because we definitely need a change, half the country hates the other half, we have mayopic economic policies, boom and bust policies, we don't really get change unless bad stuff stuff happens to catalyse the change" "I can see cryptocurrencies have a big role in the renaissance"
  3. I appreciated your effort the read the entire book before give some judgement, a good exampe of open mindness. I'm part of the Balaji pilot experiment which is named 1729, a lot of smart people and cool stuff. As you said it will probably develop in a slightly different way in respect of what the book envision, but as you said the next decades will be interesting for sure The book and the pilot projects as well, are good means to develop a different perspective in a more and more dynamic/unstable environment.
  4. They are clearly the winners, radio propaganda is never been so loud.
  5. I appreciate your open mindness, give it a chance. This book is literally an injection of food for thoughts, useful also for traditional investors and crypto skeptics. It just needs the reader's willingness to be sufficiently open minded to go beyond prejudices and biases.
  6. Not impossible with a trustless governance. It describes some lollapalooza effects related to bitcoin, interesting from an investing perspective. Moreover this book is full of food for thoughts, well written and free.
  7. "once we remember that Facebook has 3B+ users, Twitter has 300M+, and many individual influencers have 1M+ followers, it starts to be not too crazy to imagine we can build a 1-10M person startup society with a genuine sense of national consciousness, an integrated cryptocurrency, and a plan to crowdfund many pieces of territory around the world. With the internet, we can digitally sew these disjoint enclaves together into a new kind of polity that achieves diplomatic recognition: a network state." Complete book 1729.com
  8. My thesis didn't chnge, bitcoin is a self custodial asset with unique features and it deserves a small position in my portfolio. Protocols and tokens will not disappear, a few of them will survive and thrive imo. It's a shame talking only about prices, there are more interesting things behind greed and incentives.
  9. Hello everyone, I'm interested in nutrition and training for almost two decades, so I wrote an article on what I think is the best investment we can do. What are we going to learn? Why nutrition has always been fundamental Sugars, proteins, hormones and autophagy Who defines social standards? Who profits? Eat less, eat qualitative https://dscompounding.wordpress.com/2022/06/21/transhumanism-starts-with-diet-and-discipline/
  10. https://twitter.com/FA_Touadera/status/1536821791062212615?t=92x2Dzc0d6bnY-mXg5i4Xw&s=19
  11. It's always a barting, what makes a currency better than another is its network. Bitcoin is the highway, backed by energy.
  12. Tbh I'm more worried about the use of army of chat bots to drive global narratives than the development of a sentient AI. I doubt there is consciousness in its words but surely there is a good use of language.
  13. In the meantime I keep buying baba shares at a marvellous price.
  14. A fundamental approach to tokeconomy (an embryonic stage) https://twitter.com/shivsakhuja/status/1530712622374342658?t=1CeGro7l1h_hU0ctucje8w&s=19 https://tokenterminal.com/terminal
  15. Bitcoin has a good chance to become the layer 1 of a series of financial services on top of it. Bitcoin can't be threatened because there is nobody to threat.
  16. I was pleasantly surprised by this interview, these are interesting arguments to debate.
  17. Hello investors, I published the latest article on the Value Investing blog. What are we going to learn? - The logic behind the price - The formula of intrinsic value - The convergence between value and price https://dscompounding.wordpress.com/2022/04/24/18-intrinsic-value-discounted-cash-flow/ I hope it could be useful for novice. Suggestions from seasoned investors are welcome.
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