Search found 328 matches
- Mon Apr 15, 2024 2:18 pm
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
Re: Investments Trade Log
@giskard As with all currencies and investments you have to have someone once you sell to whom it is more valuable than when you bought, and in this case I just don't see it. I put my reasoning together in the previous comment but to summarize and re-iterate - because the individual collections are...
- Mon Apr 15, 2024 2:09 pm
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
Re: Investments Trade Log
I don't understand NFT's but my thought about them within the context of collectibles is that they will not suffer degradation so there will be no taxonomy of condition. This will remove both the hype and rarity of finding a "mint" NFT in the future similar to finding a "mint" H...
- Sat Apr 06, 2024 10:43 pm
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
Re: Investments Trade Log
So normally I don't buy NFTs which are essentially Jpegs on a blockchain, but I'm getting tempted. But can I justify paying 0.42 BTC for one of these? That's 29k. But I have this strong feeling that: - these will probably be worth 1 BTC soon - BTC will probably be worth 150k soon - You will get more...
- Mon Apr 01, 2024 12:04 pm
- Forum: Money and Investment Questions
- Topic: Zeihan predicts end of growth everywhere except North America
- Replies: 24
- Views: 1764
Re: Zeihan predicts end of growth everywhere except North America
Isn't this the guy whose being predicting the collapse of China for decades? I found over the years that almost everything he has said has turned out to be wrong. He's also like the definition of a Washington insider thinktank guy (which is increasingly insulated from reality). So how much of what ...
- Fri Mar 29, 2024 11:20 am
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
Re: Investments Trade Log
@giskard The valuation of DJT is obviously laughable…seems like an obvious choice to short. But the borrowing rate is probably extremely expensive, hard to borrow, and the IV for put options is high. Due to these reasons, I’d be very cautious. The obvious plays are priced in as everyone is thinking...
- Thu Mar 28, 2024 7:32 pm
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
Re: Investments Trade Log
Let me preface this by saying I am not trading this stock (yet), and I will make this as apolitical and simply objective and market oriented as possible. Anyway, Trump just launched a stock called "$DJT" on Monday which is ostensibly a stock for the business whose main asset is "Truth...
- Thu Mar 28, 2024 7:21 pm
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
Re: Investments Trade Log
Random thoughts on Reddit (the stock/company): - Social media key metrics are number of users times revenue per user. It’s a lot easier for Reddit to double its 200m user base than for Meta to double its 3b user - There’s only one Reddit - Loooot’s of different people use it in all age groups and d...
- Thu Mar 28, 2024 7:10 pm
- Forum: ERE Journals
- Topic: Giskard's Journal - slingin code to reach FI
- Replies: 200
- Views: 89929
Re: Giskard's Journal - slingin code to reach FI
Yeah ... so great for speculation and borderline spoofing. Lesser fools eventually unloading to greater fools. People having inflated NWs based on holding stamps, NFTS, selling pixels, sneakers collections, sports cards, and collectibles that might be hard to turn into cash. People making money fro...
- Mon Mar 25, 2024 12:44 pm
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
Re: Investments Trade Log
I have an interesting trade to share I slowly eased into. Core Scientific was one of the largest ethereum miners before the merge (you can't mine ethereum anymore), and then it became one of the largest bitcoin miners since it already had all the data centers. It started trying to pivot to GPU hardw...
- Mon Mar 25, 2024 12:30 pm
- Forum: ERE Journals
- Topic: Giskard's Journal - slingin code to reach FI
- Replies: 200
- Views: 89929
Re: Giskard's Journal - slingin code to reach FI
Jeo Boden Let me explain something to readers: this coin is trading at a market cap of 200+million. Does that mean its worth 200 million? No. There is only $2.5 million in liquidity (see screenshot). The way an automated market maker works means that if you tried to sell 2 million dollars worth of ...
- Mon Mar 25, 2024 9:00 am
- Forum: ERE Journals
- Topic: Giskard's Journal - slingin code to reach FI
- Replies: 200
- Views: 89929
Re: Giskard's Journal - slingin code to reach FI
Peak meme performance:
- stupid (check)
- relevant (check)
- funny (check)
Jeo Boden
- stupid (check)
- relevant (check)
- funny (check)
Jeo Boden
- Sun Mar 17, 2024 6:37 am
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
- Thu Mar 14, 2024 9:40 pm
- Forum: ERE Journals
- Topic: Giskard's Journal - slingin code to reach FI
- Replies: 200
- Views: 89929
Re: Giskard's Journal - slingin code to reach FI
I will do another March 2024 update since a lot is going on. Summary of events: - BTC is at an all time high, given my portfolio allocations this has been very good. Net worth just hit 2.2 million. - I loved aspects of every place I visited in Asia, I think I could live happily in many of these coun...
- Thu Mar 14, 2024 9:27 pm
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
Re: Investments Trade Log
Buying small amounts of Solana meme coins:
- "Jeo Boden" - $BODEN
- $RETARDIO
- $HARAMBE
- "Jeo Boden" - $BODEN
- $RETARDIO
- $HARAMBE
- Tue Mar 05, 2024 6:32 am
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
Re: Investments Trade Log
I would personally not be comfortable owning a stock where this is the investment thesis. Be careful out there, using normal car company metrics TSLA would be overvalued at $20. TSLA only trades on vibes. Don't overthink it, buy when vibes are low, sell when vibes are high. Soon its going to be tim...
- Mon Mar 04, 2024 11:59 am
- Forum: ERE Journals
- Topic: Giskard's Journal - slingin code to reach FI
- Replies: 200
- Views: 89929
Re: Giskard's Journal - slingin code to reach FI
Lmao I just realized I posted about WIF on here when it was worth 6 cents and I said I wasn't sure on it. Jesus christ it's $1.79 now... Well everyone is welcome for the 30x call if you did the opposite of what I did
- Mon Mar 04, 2024 11:54 am
- Forum: ERE Journals
- Topic: Giskard's Journal - slingin code to reach FI
- Replies: 200
- Views: 89929
Re: Giskard's Journal - slingin code to reach FI
Well I'll just give an update on the meme coin situation: - BTC at all time high in every currency except USD almost as I type this - every major meme coin has broken out - I am underexposed to memecoins like WIF & PEPE - I am well exposed to the majors - BTC & SOL along w/ some others - big...
- Mon Mar 04, 2024 11:46 am
- Forum: ERE Journals
- Topic: Giskard's Journal - slingin code to reach FI
- Replies: 200
- Views: 89929
Re: Giskard's Journal - slingin code to reach FI
@giskard Thanks for sharing your views about Singapore. It is always interesting to hear what foreigners think about my country. You are right - the biggest costs are housing and private vehicles. For the latter, it is not a need as public transportation works well. As for housing, it can be prohib...
- Sat Feb 24, 2024 5:30 am
- Forum: Money and Investment Questions
- Topic: Investments Trade Log
- Replies: 3063
- Views: 785141
Re: Investments Trade Log
Now we just need the TSLA comeback of '24 once the market realises what's going on. Yes please. Elon needs to start pumping it and talking about how Tesla is an AI stock. Related: a lot of the AI crypto tokens are starting to run. I am long these: Worldcoin, Render network, Nosana, Akash, Filecoin.
- Sat Feb 24, 2024 3:35 am
- Forum: ERE Journals
- Topic: Giskard's Journal - slingin code to reach FI
- Replies: 200
- Views: 89929
Re: Giskard's Journal - slingin code to reach FI
Spent some time Singapore, here are my impressions: - Singapore is the nicest most well run city I have ever visited - There are incredible amounts of money here - However, you can eat cheaply if you want to. Food in grocery stores is not too bad. Public transit is fantastic, the big issue would be ...