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@ivanpomidorov

113 Following
26 Followers


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@ivanpomidorov
So let me get this straight $GME dilutes existing shareholders by $1 billion and people are cheering? The same company that did the exact same thing in 2021 with predictable results…. Easy short.
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@ivanpomidorov
More than $2.2 trillion in commercial mortgages will mature by the end of 2027. Have your dry powder ready, there will be an avalanche of commercial foreclosures
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@ivanpomidorov
1. Many will not be able to refinance and will go out of business 2. Those that do refinance will face higher rates and will have to pass those costs down to customers 3. Either way, I’m shorting IWM
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@ivanpomidorov
Here is my @airstack.eth Social Capital Score (SCS) 0.0. I’m powerful!
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@ivanpomidorov
Can we stop with the “we’re so early” bullshit? It has become a cult-like mantra that doesn’t help anyone
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@ivanpomidorov
Anyone working on $DEGEN tipping on Discord?
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@ivanpomidorov
Is there an API that gives me a list of all tokens in a wallet? I would’ve thought etherscan has an endpoint but it doesn’t? Prefer a free api but willing to pay
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@ivanpomidorov
It is interesting how different the vibe here is vs Twitter. Twitter is doom and gloom, Warpcast is opportunity and optimism. Part of it is the bull run but also Warpcast is a community of builders and creators that believe in a brighter future through making.
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@ivanpomidorov
Wait so you’re telling me that my “balance” is $DEGEN given to me for tipping? How did I not realize this before? How often do we get an allowance? If we don’t spend it, is it gone?
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@ivanpomidorov
Is this the behavior we want to encourage? What value do these types of posts add to the community? To me it represents the worst of the web 2 social network bullshit
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@ivanpomidorov
Saw this today from @barchart on twitter. Would be interesting to go back as far as possible to see the gap between record inflows and the start of equity downturns. My theory is that major inflows represent late money that comes in toward the end of the cycle
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@ivanpomidorov
quote from Reagan- “the difference between an American and any other person is that the American lives in anticipation of the future because he knows what a great place it will be.” It seems that this sense of optimism is missing from the national discourse
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@ivanpomidorov
thinking about US govt debt. If 2/3 of the holders are domestic, is it really debt or is it another lever of monetary policy? When the govt borrows, it takes money out of the system, when it pays interest it puts it back in, if only a 3rd actually leaves the country, is it a bad thing?
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@ivanpomidorov
A great description of speculating vs investing: “Speculators are in the vanguard of the capitalist process. Once an innovation has been successfully established … speculation gives way to investment, which is more concerned with safety of principal and regularity of income” From “Devil Take the Hindmost”
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