Discover and read the best of Twitter Threads about #Survivability
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Thought of the day: Locating a 50 bagger for 2023 entry through 2026 exit, likely characteristics, down 95%+ from 2021 peak, volume growth +2-3x, selling price price +1-2x through 2026. Examples: commodity micro cap, a tech turnaround, a crypto token, a REIT or durable goods cap.
#bitcoin miners bottom incoming:
#Bitcoin 12.5k = -30% from here = -93-98.5% = +7-15x
#Bitcoin 10k = -50% from here = -95-99% from peak = +10-20x
#Bitcoin 5k = -75% from here = -97-99.9% from peak = +15-30x
#Survivability test in play, liquidity runway requirements
#Bitcoin 12.5k = -30% from here = -93-98.5% = +7-15x
#Bitcoin 10k = -50% from here = -95-99% from peak = +10-20x
#Bitcoin 5k = -75% from here = -97-99.9% from peak = +15-30x
#Survivability test in play, liquidity runway requirements
#REITs & Durable goods (#USHomebuilders) bottoming likely 2H 2023, where 12 month balance sheet liquidity is under pressure due to frozen credit markets (inability to refinance = elevated default risk)
Very Tight credit conditions = -70% move from here
Frozen Credit = -90% move
Very Tight credit conditions = -70% move from here
Frozen Credit = -90% move
