Discover and read the best of Twitter Threads about #bullishaf
Most recents (4)
$DQ Poly market panic?!?! A quick mini🧵
Polysilicon (and all of #solar as a mfg industry) is a bullwhip-cycle commodity industry.
Right now, poly is down, making modules even cheaper - which is wild, because solar is already the cheapest utility-scale option.
Polysilicon (and all of #solar as a mfg industry) is a bullwhip-cycle commodity industry.
Right now, poly is down, making modules even cheaper - which is wild, because solar is already the cheapest utility-scale option.
2/n $DQ
This massive #LCOE superiority is going to further propel demand for panels.
At which time poly goes up again.
While poly dips towards Daqo's cost level ($7.55 total cash cost last Q), other mfgs are under water.
This massive #LCOE superiority is going to further propel demand for panels.
At which time poly goes up again.
While poly dips towards Daqo's cost level ($7.55 total cash cost last Q), other mfgs are under water.
3/n
$DQ will always be last man standing - the last factory operating - because they are cost kings.
Meanwhile, they moved early when market bubbled, reinvesting cash in new capacity.
Now that market is back to normal, the competition will not be able scale similarly.
$DQ will always be last man standing - the last factory operating - because they are cost kings.
Meanwhile, they moved early when market bubbled, reinvesting cash in new capacity.
Now that market is back to normal, the competition will not be able scale similarly.
1/12 What would happen with CT and #crypto as an industry if @elonmusk really bought @Twitter?
Will the #cryptocommunity see a new concept of Twitter? Will the market change the course and get bullish?
Let's find out together!
A thread by @esatoshiclub! 🧵
Will the #cryptocommunity see a new concept of Twitter? Will the market change the course and get bullish?
Let's find out together!
A thread by @esatoshiclub! 🧵
2/12 The acquisition of Twitter has been very messy so far. Leaked texts, trials, lawsuits and a bunch of nonsense bull*hit.
However, #ElonMusk sold @Tesla stocks in bulk, getting nearly $6.8 million in cash. So, we have reasons to believe he will go for it!
However, #ElonMusk sold @Tesla stocks in bulk, getting nearly $6.8 million in cash. So, we have reasons to believe he will go for it!
3/12 Before getting into the consequences of that investment, let's remember the connection between #Tesla's CEO and #cryptocurrency.
@elonmusk is well known for pumping the price and getting profit out of #memecoins. Yes, we are talking about @dogecoin.
@elonmusk is well known for pumping the price and getting profit out of #memecoins. Yes, we are talking about @dogecoin.
After reading the white paper, I have to say, there is a lot to unpack here, and even more innovation. I reccomend taking the dive and reading up. But here is a $SCRT thread ON $DRO to unpack some of the highlights that I saw. 🧵👇
First of all, a stable swap with no slippage and super low fees.
The AMM will have the standard LP pool and set up we all know in #DeFi. Except this is #PriFi
No need to go deep here, lets talk OXY pools!
The AMM will have the standard LP pool and set up we all know in #DeFi. Except this is #PriFi
No need to go deep here, lets talk OXY pools!
OXY pools will allow swaps 1:1 on 2 or more assets. No slippage, but a sliding scale fee structure. This is interesting, for a few reasons. Fee schedule vs slippage means you know what you are getting, less guess work.
Earn without needing to flip your NFT.
Roadmap stacked with long-term value.
#Tokenomics That #Innovate
It's time to be #BullishAF
Nothing beats a bear market like a water bear.
#SolanaNFTs #PlayToEarn
Roadmap stacked with long-term value.
#Tokenomics That #Innovate
It's time to be #BullishAF
Nothing beats a bear market like a water bear.
#SolanaNFTs #PlayToEarn
Phase 1 Deep Dive Thread 🧵:
Jump into the WWB metaverse with our Genesis Water Bears.
Earn $TARD through daily airdrops from your Water Bear NFTs.
Trade. Sell. Craft. Earn. The world runs on $TARD.
Jump into the WWB metaverse with our Genesis Water Bears.
Earn $TARD through daily airdrops from your Water Bear NFTs.
Trade. Sell. Craft. Earn. The world runs on $TARD.
Mint our Second Generation Researcher Collection with $TARD.
Earn $TECH and $CURE from your Researcher NFTs.
Spend $TARD and invest in your Researchers for token yield boosts.
Earn $TECH and $CURE from your Researcher NFTs.
Spend $TARD and invest in your Researchers for token yield boosts.
