Europe Capital

@pumpkin

67 Following

17 Followers

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That's why I don't invest in memecoins that are purely based on momentum or hype. Once the momentum is gone, it's impossible to get it back. With dedicated teams/people like @apex777.eth or @0xdeployer , you can trust that they are building value and can be measured and compounded over a longer period of time.

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PayPal $PYPL reported earnings this morning EPS of $1.19 beating expectations of $1.14 Revenue of $8.37B beating expectations of $8.3B PayPal announced a new $15 Billion share buyback plan And yet the stock „sinks“ like a stone. Mr market is weird sometimes.

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I don’t know how I feel about the fact that the son of the president is actively promoting Crypto on Twitter. Maybe it’ll make more sense once the idea of the „Sovereign Wealth Fund“ is a bit more clear.

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We are the house

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The only thing that can stop these wild swings in the crypto space is if more applications like @aerodrome do buybacks and redistribute profits. Then traditional money managers will be able to adapt their DCF models and apply them to crypto. This will make them comfortable enough to hold longterm, because they see the underlying metrics of the business improve.

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In 3 weeks a new German government will be formed. It's still unclear who will win and what coalition will be formed. However, the established parties such as CDU and SPD are doing a terrible job at the moment and are adding fuel to the fire that is the AFD. It looks increasingly likely that no party will be able to govern without forming a coalition with them. Although I sincerely hope that will not be the case.

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Hi guys, in my latest Newsletter I highlighted the exciting developments within the base ecosystem especially @apex777.eth building @veilanon. Would be great if you could check it out and maybe subscribe. https://open.substack.com/pub/5forsunday/p/5-for-sunday-ed5?utm_source=app-post-stats-page&r=3jn2by&utm_medium=ios

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Used the dip yesterday so by some Arista Networks. It’s a small position but the dip made it to attractive to pass on.

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So the Ai black Monday turned out to be a nothing burger with NVIDIA surging 10%?! Classic overreaction by Mister Market

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Turns out the Alibaba Investment I made on Friday was a good one. Although I don’t know if the recent DeepSeek innovation shines a new light on Chinese innovation or starts a new trade war with the America. Has anyone a good take on it?

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Looking for your next favorite pod? 🎙️ Help me (and others!) discover hidden gems! Share your top recommendations in this quick survey👇 You’ll also get access to all the responses and see what others are loving right now. Let’s build the ultimate podcast playlist! https://forms.gle/AyxwQEoCGiPnZbAt7

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Looking for your next favorite pod? 🎙️ Help me (and others!) discover hidden gems! Share your top recommendations in this quick survey👇 You’ll also get access to all the responses and see what others are loving right now. Let’s build the ultimate podcast playlist! https://forms.gle/AyxwQEoCGiPnZbAt7

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Thinking about hedging my crypto holdings by betting on a Harris victory. If Trump wins it's not gonna matter anyway.

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OP is the next Sol

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Was just looking for tech companies that might benefit from a lower interest rate environment and noticed that wayfair, snowflake and teladoc haven’t really moved like other tech stocks have. Then I looked at their balance sheet and noticed that these companies don’t really cary any debt that might burden their financial performance. In fact some actually generate income due to the higher interest rates. What I also noticed that some of these companies spent a lot on marketing and sales for the revenue that they do generate. Don’t really know what to think of it. But that might explain why some tech stocks bounced back already and some are still stuck.

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Just did a quick check on some value plays: 1. Financials - Companies like Berkshire Hathaway and Lincoln National Corporation are trading at relatively low P/E ratios. 2. Healthcare - Stocks like Vertex Pharmaceuticals and Roivant Sciences are seen as undervalued by some analysts. 3. Energy - Companies like Par Pacific Holdings have low P/E ratios in the current market. 4. Consumer staples - Stocks like Procter & Gamble are viewed as stable value plays. 5. Retail - Target is trading at a lower P/E ratio compared to some competitors. 6. Telecom - Stocks like Verizon offer high dividend yields

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So the German Chancellor patted himself on the back yesterday, basically saying that he had brought dynamism to the German economy in a way that nobody had done for a long time. That's the share price of VW. One of the biggest employers in Germany. Back to levels 10 years ago!

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Feels like Germany currently has its own version of “Mr Beast Burger.” May I present “Happy Slice”. An average pizza for an above average price point. Now that’s German engineering!

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Kinda weird that you don’t see the Apple intelligence stuff on the iPhone product page on their website. At least in Germany. How about in the U.S.?

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Checking out the new Zora App. I must say it is pretty incredible. Looking forward to posting some pictures there. @zora

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