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yehoshzl

@yehoshzl

157 Following
397 Followers
yehoshzl pfp
yehoshzl
@yehoshzl
Hey, @j4ck.eth @jrrtoken.eth @julien51.eth I would like to meet exceptional people on /icebreaker. Can you endorse me on Icebreaker so I can start making connections? 🙏
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yehoshzl
@yehoshzl
Done is better than perfect. That's one I really struggle with. Even though it's very very very true.
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yehoshzl
@yehoshzl
$ROST reports today after the close. After Target and TJ Maxx great results the expectations are high. Doesn’t matter though. This company is a long term boring compounder in the best way. Hold and don’t sweat it.
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yehoshzl
@yehoshzl
CEO of $TOST addressing this very eloquently on 20VC. Excellent episode
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yehoshzl
@yehoshzl
Just ask: can it be done faster?
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yehoshzl
@yehoshzl
I bought Palo Alto Networks in February this year. Thoughts on the quarter and future prospects of $PANW. https://open.substack.com/pub/thereservist/p/palo-alto-networks-assessing-future?r=h9u3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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yehoshzl
@yehoshzl
Why is common sense sooooooooo uncommon?!
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yehoshzl
@yehoshzl
Focus on the one thing that matters.
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yehoshzl
@yehoshzl
I’ve been away. What have I missed?
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yehoshzl
@yehoshzl
That would definitely make it hard to play lol
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yehoshzl
@yehoshzl
Gods unchained? Crop.xyz?
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yehoshzl
@yehoshzl
What makes this an invention relative to just taking the US structure? Maybe semantics 🤷 Its a better governance structure than most for sure
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Eylon 💨
@eylon.eth
Good write up by @yehoshzl https://designingtokenomics.com/designing-tokenomics-blog/going-degen-the-degen-token-thats-taken-farcaster-by-storm
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yehoshzl
@yehoshzl
Hey, I laid out what I think happens at the end - Without generating enough demand via the L3 or other means the tokens supply overwhelms demand, price drops, community values dilute as it grows and weaker hands sell even more. Price drops further and hyper growth reverses until only the core community cares once more.
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yehoshzl
@yehoshzl
How accurate can one meme be
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yehoshzl
@yehoshzl
Truth Good leaders Proper media coverage Long term aligned incentives
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yehoshzl
@yehoshzl
Nike down big Starbucks down big Chegg down huge At what point do any of these get interesting…?
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yehoshzl
@yehoshzl
New FC playground? Where do I sign? I got my Moxie Pass! Mint yours to be eligible for upcoming airdrops, grants, Fan Tokens and more! cc @betashop.eth @airstack.eth
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yehoshzl
@yehoshzl
The fact that this is soooo true doesn't make it any easier to do on a daily basis.
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yehoshzl
@yehoshzl
$INVZ is a contrarian bet that I think can make a 2-4x over the next 12 months. High risk and definitely not for the faint of heart. Will write up a long thesis at some point. Do you have contrarian long bets that have outsized risk rewards?
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