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fiskantes

@fiskantes

152 Following
802 Followers


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fiskantes
@fiskantes
Ethereum modular scaling in it's final form
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@fiskantes
gm fellow $degens
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Have new crypto infra opportunity on the table
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Degens shilling their memecoins
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spent last 3 hours rebalancing my stonk portfolio and then I noticed its overall size is the same as the memecoin I bought after 30 seconds of research and forgot about Citadel says ideal crypto allocation is 1% - 3%, I'm at about 97%
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Crypto after 14 years of existing
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Farcaster is better than twitter but it doesn't feel like it's 10x better yet Frames are cool, but my feed is already drowning in them, every second post I see is some frame that wants me to perform some action Channels and warps are neat tho
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did they sell the bottom tho
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It's easier to find a way how to make money even if you are wrong more often than right, than to find a way how to be right more often than wrong
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Good to see ZP portcos blasting it out
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Lot of confused takes about UNI fee switch not being material, that the fee portion is too low to justify the valuation blah blah...many other projects already share fees one way or another, but it's mostly clumsy buyback burn or even more clumsy (in many cases) launching their own appchain.
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how to make this channel into paid group
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Who is building the next mirror? E.g. next synthetic stonk DeFi protocol? Only for brave founders, this one
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Sad story: I was holding NVDA since 90 USD with fairly left curve thesis: Most of the value will accrue on the hardware level and Nvidia is the market leader by far This thesis kept being validated and I kept holding and even averaging in Until January when...
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Lido fee switch proposal next πŸ™
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Many people thing that passive investing can't outperform active trading For vast majority of people this is not true https://www.intelligentinvestor.com.au/investment-news/why-the-dead-outperform-the-living/139626
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UNI fee switch proposal and subsequent 45% UNI pump (adding few billion $ to UNI valuation) is an answer to those saying value accrual doesn't matter
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One key difference between an investor and narrative chaser is that investor is willing to hold an asset even if nobody else talks about it, just bsed on his independent thesis
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started a new channel /investor for sharing longer timeframe investment ideas and principles (as it seems everyone else talks about short term trading and narrative chasing)
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https://warpcast.com/fiskantes/0x05dbb8d1
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