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    Global Macro Trading Journal

    The thing is, its not even a return thing. I dont see how I wont lose my IB account in the long-run. At some point the regulatory requirements will outpace my willingness to comply with them. If they really demand audited financial statements, then I'm out. I'm not spending tens of thousands...
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    The Cryptocurrency Trading Journal

    It just hit me that the digital stuff will become more valuable than the physical stuff over time so it will be less of a status thing to own physical art, this will drive further people into NFTs. Those people with cool paintings will be less cool because they dont have a Fidenza NFT, and they...
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    The Liability Of Common Shares

    Whether you are a retail investor or not, the vast majority of stocks are worth nothing in bankruptcy. Buying 50% bellow fair price is a good rule but not for the reasons you mentioned
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    Global Macro Trading Journal

    The AML fine for IB has ruined their broker! At least for non-US accounts. I deposited $30,000 the other day from my Tradestation account and they proceed to ask from me everything but my DNA sample. They even asked audited financial statements, which I have no intention to provide as it costs...
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    The Cryptocurrency Trading Journal

    NFTs are worth less than $10B right now. So this "bubble" might last a while
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    The Cryptocurrency Trading Journal

    Its still hard to believe the Visa has a crypto punk as profile pic
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    The Cryptocurrency Trading Journal

    What I dont like about it are the requirements to run a validator, its super high. They achieve the TPS by being more centralized, just like the theory would suggest Hardware Recommendations# CPU 12 cores / 24 threads, or more 2.8GHz, or faster AVX2 instruction support (to use official...
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    The Cryptocurrency Trading Journal

    i have a small position as a eth hedge of sorts. what do you like about it?
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    The Cryptocurrency Trading Journal

    Gen0's kitties chart looking decent. Pretty thin market though
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    The Cryptocurrency Trading Journal

    A doge meme was fractionalized on Fractional.art, it has become a succesful coin https://fractional.art/vaults/0xDFDb7f72c1F195C5951a234e8DB9806EB0635346 Interesting competition to DOGE because this actually has a hard cap and it is backed by something (an NFT), meanwhile DOGE will be printed...
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    Global Macro Trading Journal

    I raised some cash today by selling a few postions, in order to balance out the risks that I have now due crypto exposure. I dont want to get caught and have a big drawdown in case all risk assets dump in a surprise sell-off By raising cash I balance out the "barbell" of risk+safety I sold: -All...
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    The Cryptocurrency Trading Journal

    In the end, all the old out of touch fucks will own crypto. Whether they like it or not
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    The Cryptocurrency Trading Journal

    Incidently, I think World of Women might (and the emphasis on is might) become the punks for virtue signalers, woke people, women and feminists. The art is there, the wokiness is there, the community is there, the charity work is there, there are airdrops planned. The celebrities are already...
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    The Cryptocurrency Trading Journal

    Visa bought a crypto punk
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    The Cryptocurrency Trading Journal

    If the SEC did that, it would be like some dude showing up with a gun in a bee hive. Good luck buddy. This time around they wont be a DTC+HOOD rug pull, this isn't an ICO where you fuck the team the coin is over, this is just a social symbol. Ethereum is up and running 24/7 and people can buy...
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    The Cryptocurrency Trading Journal

    Here is an hypothesis that I think it is even likely: The best thing that can happen for a avatar style NFT is for it to be deemed a security by the SEC, at least if the art is resonably good Some are because they fail the howey test, some even promise to share future royalties with owners Why...
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    The Cryptocurrency Trading Journal

    https://podcasts.apple.com/us/podcast/nft-bull-market-investment-strategy-outlook-w-deezefi/id1350247761?i=1000532620350
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    The Cryptocurrency Trading Journal

    I think having this criteria of only investing in breakthrough projects is one way to "idiot proof" an investing plan in NFTs. You will be forced to say no to 99.9% of projects but you also need a lot of knowledge so you can even understand what is breakthrough or not. And if the hit rate of...
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    The Cryptocurrency Trading Journal

    I like Cryptokitties because they pretty much meet all the criterias, except for one, number 7 The framework: 1) Is it a breakthrough project? CK was the first NFT game on the blockchain. The first ERC721 smart contract (they invented it). The first NFT to go viral 2) Does the collection...
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    The Cryptocurrency Trading Journal

    A framework for analyzing NFTs, this stuff is gold or...rather Bitcoin
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