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RichBro

@richbro

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Buy in disagreement and sell in consensus
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腾讯对话Vitalik：世界不该落入AI只手遮天的权力王国
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$BTC's incredible strength sows seeds of doubt in alts, and those seeds of doubt are what create the next opportunity. Seen it happen repeatedly, with new reasons sprouting each time for why a rotation won't happen again -- and yet, just as Earth spins, we'll rotate
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Time will tell
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The state of thinking you understand but actually don’t is the most dangerous. Many people believe they know, only to realize they don’t after things go wrong. Recognizing that you don’t understand is, in itself, a crucial skill.
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Which memecoin should I buy?
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The Bull Market is back
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GMonad
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News trading: 1. News generally has diminishing market impact over time, especially if it's the same piece of info (ETF flows, GBTC to Coinbase, German gov, Gox, SEC crusade, etc. - eventually gets stale and priced in). 2. Telegraphed news gets priced in more efficiently than unexpected events e.g. "X is gonna happen on Y date in the future" is more likely to be priced in than "BREAKING: Y just happened." 3. The market's reaction to news is often more telling than the news itself. Rough blueprint: Bad news absorbed in a bullish market = Trend continuation Bad news absorbed in a bearish market = Trend reversal Good news absorbed in a bullish market = Trend reversal Good news absorbed in a bearish market = Trend continuation These work especially well if there's a clear preceding pattern e.g. Bad news = down, Bad news = down, Bad news = down, and then Bad news = up. As always, plenty of context and nuance around this stuff, but a decent way to start thinking about it IMO.
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chips are like static centrally planned cities * compute = commercial zones * memory = residential zones * data = people * dataset = population * FLOPS = GDP * memory latency = commute time * memory bandwidth = road capacity * perf per watt = GDP per watt * perf per data point = GDP per capita * perf per dollar = GDP per infra dollar spent
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The more succinct the description, the more memorable the association. dydx: perps Aztec: privacy Flashbots: MEV Uniswap: swaps Lido: liquid staking Eigenlayer: restaking Monad: parallel EVM That's why you have to be 1st to your category. Followers have to add differentiation.
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