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absolutely mogged
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Yes, read all his books (which I highly recommend) and seen him live twice, and well acquainted with his sets on YouTube. IMO he is the goat.
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Stewart Lee the comedian? niche reference if so
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Once you're on the thread it should pre-load. Reading threads on both apps is a terrible experience imo.
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all the years are off by 1
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I presume its balance of wallets over 1k BTC, not new? otherwise it would be purely cumulative? Also it would be useful to track avg BTC amount over 1k to parse out CEX's just splitting wallets up.
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Isn’t net flow more helpful?
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On how many months has this happened for its entire history? You are seeing patterns in a random walk.
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So incorrect.
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Do you have a nuclear vs solar capacity buildout estimate? If there was a prediction market for this would you bet on it?
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Yes but counting active positions as a realised loss is also false. The correct method is net gains for closed positions, ie total sales minus total buys only for those closed sales. The chart is fake news imo?
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So it massively over represents losers as most people have active positions on no? Ie things in ‘total buys’ that are not complete losses and have value?
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Realised profit being current USDC balance + withdrawals - deposits? Or is it net gain on only finalised trades?
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He’s not making a moral judgement. Just noting reality.
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Right now I can only look at all markets or my portfolio, a list of ‘favourited’ markets would be helpful, especially if the total list grows. Polymarket has this feature.
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Heat, because it’s the best to ever do it.
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I’m on FC and all I can gather is that Moxie is a circle jerk, what’s the point of it?
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I think Thiel would say the expected value betting on the index of AI cos is terrible and that even the great AI cos are scarily priced in terms of risk reward.
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Really appreciate your casts from All in 🤌
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Yes but how do you see them ahead of time? If even Founders Fund can’t maybe it’s not so simple.
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