Phantom Thoughts (@phantomfrith) 's Twitter Profile
Phantom Thoughts

@phantomfrith

Calm on the surface with a burning underlying intensity

ID: 1433130575129317377

calendar_today01-09-2021 18:12:21

9 Tweet

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Tokenizing stocks will change the investing/trading industry! 24/7 trading?!? Now when can you log off if youre at a hedge fund? Sell side research? Help desk at factset, BBG??!?

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When you have a clear cut vision for yourself…. (i) Don’t expect everyone to understand you or your sacrifices. (ii) Don’t expect anyone to care. (iii) Just do.

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Bessent = US Treasury Salesman —> 🗣️”stablecoins will be a $2T industry” —> growth in stable coins = more US treasuries buying —> drives down cost of debt, budget deficit looks better, Bessent wins! Circle grows its platform, ETH should also be further appreciated, ETH📈

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Seems like they are about to throw in the towel. It’s a lot of pressure from many angles. The management team just seems beaten down. Doug, Ian, & Louise’s tone.

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Growth name, therefore detached from near term fundamentals. Fundamental weakness is obvious yet stock still floats higher. Investor base involved for explosive opportunities. Desensitized to fundamental weakness. Drunk on disruptive innovation. E L o n

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Used to think one could not analyze tx similar to consumer via real world, on the ground observation. Just look societal trends that precede health issues — duh,

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If you dont expect anyone to understand your vision and dont expect anyone to care. You will truly work to build without aiming to please anyone else. You are doing it for the stake of building the future that you want. Let everything and everyone else fall in around it ;)

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AI is destroying the perceived value of what used to be highly regarded degrees. Colleges will have a harder time “selling” degrees? Decreased student loans? Associated lending businesses? 📉 Personal debt of new generations?📉 Political/economic implications here?