Discover and read the best of Twitter Threads about #Capgemini

Most recents (2)

1) Over the past month I have been asked abt my #investing #trading process from what I believe are ex or new @Hedgeye subs. This will be my thread on what I have learned from @KeithMcCullough & his team over the past 2+ yrs. I will NOT give you the keys, you have to do the work.
2) The only paid subs I have are to @Hedgeye (All Acess Pass) and @realvision . Everyone has an opinion & "process", BUT IMO H.E & R.V PROVIDE the best data based opinions and content.

Below is my core list of podcasts I listen to on a regular basis.

3) #RiskRanges. Seems to be the most misunderstood. KM has said it (x) times, they are dynamic & change as THE PRICE changes. Look @ them as KM's version of moving monkeys (MMs). Pull up your favorite chart, + however many MMs & watch it through out the day, all #'s change.
Read 17 tweets
I see the (#ETH) public chain private chain debate the same way as centralized/internal #oracles and decentralized oracles (#LINK). Companies started using private chains, as it's easier to test with, it's private from the competition and they have higher throughput right now.
Endgoal is still public chain. This is very clear and specifically confirmed by market leaders like #EY's Paul Brody recently again, #Gartner and #Capgemini. The real value of immutable ledger and end-to-end secure smart contracts lies with the open, decentralized way.
It just takes time till companies can/should use public chain. Privacy is one condition to be met before this happens for example.

Just as these companies test around with private #ethereum chains, they test around with private/centralized smart oracles.
Read 6 tweets

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