Pinned
10dimes
625 posts
Replying to @emilyinvcTell me you live a superficial life without telling me you live a superficial life- Replying to @lmrankhan and @notthreadguy
- Replying to @mdudasCommon, they closed the day at 100x+ PE and 35x+ EV / EBITDA. Literally no IPO comp to benchmark against over the last 3 yrs. Huge distribution concentration / CAC via Coinbase. Don’t think it was an obvious one to price more aggressively tbh
- Replying to @BattleridgeCap and @ChapoTheCryptoIm the founder. Look at my pinned tweet. He is buying a token, not the shoes. But because he owns the token, he might get the shoes. A small gift on top of the coin.
- Replying to @SheikhOfWallSt and @DeItaoneEnormous amount of factories started to move from china to vietnam to circumvent china / us tarrifs over the last 2-3 yrs Very relevant what happens there
- Replying to @notthreadguy- Early integrations of tokens he is seeing web2 teams do? Will these integrations remain feature / product related or would they eventually accrue value? - Venture capital is already an industry with weak returns. Doesn't he fear an adverse selection effect where only tier 2
- Replying to @tanayj😂 sure the analyst who wrote it got poached by Elliott Management afterward. Some real alpha here 👌
- Replying to @notthreadguy
- Replying to @ksaitorThey only look like 24 cuz you’re in Singapore. They actually are 45
