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Europe Capital

@pumpkin

67 Following
17 Followers


Europe Capital pfp
Europe Capital
@pumpkin
Could very well be. It’s just not an investment case for me.
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Europe Capital pfp
Europe Capital
@pumpkin
Also a way to go about it
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Europe Capital pfp
Europe Capital
@pumpkin
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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Europe Capital pfp
Europe Capital
@pumpkin
That’s a gamechanger. With tools like @bankr from @0xdeployer there basically is „no“ need to open up applications like Uniswap again.
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Europe Capital pfp
Europe Capital
@pumpkin
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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Europe Capital pfp
Europe Capital
@pumpkin
Likely true. Listened to the Luca Netz interview on Bankless recently and I was very impressed by the systems he has in place to generate brand equity for PP.
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Europe Capital pfp
Europe Capital
@pumpkin
I would probably ask Gemini
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Europe Capital pfp
Europe Capital
@pumpkin
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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Europe Capital pfp
Europe Capital
@pumpkin
We are the house
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Europe Capital pfp
Europe Capital
@pumpkin
The house always wins and finally we are the house!!
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Europe Capital pfp
Europe Capital
@pumpkin
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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Europe Capital
@pumpkin
Congrats!
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Europe Capital pfp
Europe Capital
@pumpkin
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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Europe Capital pfp
Europe Capital
@pumpkin
Thank you for the support. Much appreciated.
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Europe Capital pfp
Europe Capital
@pumpkin
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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Europe Capital
@pumpkin
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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Europe Capital
@pumpkin
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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Europe Capital
@pumpkin
Is there any way I can stake my Veil?
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Europe Capital
@pumpkin
Pretty neat
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Europe Capital
@pumpkin
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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