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Brendan Bernstein @BMBernstein
, 3 tweets, 2 min read Read on Twitter
Added some new features to dappcapitulation.com for your sadistic viwing pleasure:

- dappcapitulation.com/exchanges shows ETH deposits to exchanges > 1000 ETH. Will be adding email alerts

- whale(capitulators) are on the homepage

- top recipients to see where the ETH is going
Interesting movement lately:

- dappcapitulation.com/dapps/975/ moved > 20k ETH to Gemini

- dappcapitulation.com/dapps/2610/ This address was a genesis recipient and sent 100k to finex

- 0x moved 1500 eth and decent has moved 8k in the last 7d

- 54k ETH to gemini from one address yesterday
Wow. Looks like the 54k ETH to gemini was from a Digix controlled address: 0x262db8f3e73d566031f32231af940547972cf633

The capitulation is just beginning....
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Deficits will increase until there are negative ramifications. But that will be too late

People lose faith in the USD and the only recourse to weakness will be to jack rates up

In 2022 100% of our budget will already be going to existing liabilities

We cant afford higher rates
It’s easy to see this spiraling out of control

Other countries stop buying treasuries —> we jack up rates further -> our interest expenses increase and we need to issue more debt —> more people stop buying —> higher rates...etc
Given our existing liabilities — both entitlements + debt — we’re on a surefire path to massive tax hikes that all go to pay *existing* entitlements

This is a recipe for instability.

The working class is going to be funding the excesses of the last 50 years
Read 3 tweets
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Cramer in 2000, days before the collapse:

"throw out all of the matrices and formulas that existed before the Web....they can't make money for you anymore, and that is all that matters. If we use any of what Graham and Dodd teach us, we wouldn't have a dime under management.”
This is similar to "cryptonetwork valuation thinking

Null hypothesis should be that the status quo is unchanged: assets are worth discounted future cash flows

Errors with tech valuation weren't because of a lack of tools but bc of errors predicting cash flow and new biz models
The tacit assumption is that crypto has created an entirely new paradigm -- for both asset valuation and fundraising

But my base case assumption is that other than which ONE ASSET wins as the primary money, the only way others can accrue value will be through cash flow
Read 4 tweets
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i'm long web 3 if it means decentralizing trusted 3rd parties

but IMO every attempt on a b-chain is not close to what it'll ultimately look like

progress in crypto is just inertia --Iterating on existing b-chains just for innovations sake

nobody questioning the premise itself
what if the right model to create a censorship resistant web isn't on a blockchain with a native token?

most goals can be accomplished with existing software. Do people forget the whole p2p wave?

governance of OSS already exists and so do distributed protocols (DHTs, IPFS)
feels like people are wedded to the token model from a sunk cost fallacy, and all the investment $$ of web 3.0 is still going into very similar ideas

but my bet is that FB isn't going to be disrupted by a social network on a blockchain that ICOs....
Read 6 tweets

Related threads

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HOW TO UPGRADE YOUR LIFE 2019 (MEGATHREAD)

I don't care where you are in life.

This thread WILL BENEFIT you.

I'll talk about:
Actions to take
Books to read
Mindsets to adopt
AND MORE

FOR FREE.

Merry Christmas To You All :)

So sit back
relax
RT

And read on
1. Inside First

While it's okay to make SHORT-TERM sacrifices in health to get ahead when you're young,

Make your health your priority.

It affects LITERALLY EVERY other aspect of your life.

In everything that you do, YOU are the common denominator.

So treat yourself well
1a. Sleep

You hear about it so often because it REALLY is that important.

Enough sleep reduces/prevents virtually every illness, more energy, less weight, stable mood, etc.

Not enough is the opposite.

Next will be some ways to improve sleep:
Read 59 tweets
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#New Traders, Understand #Mathematics Of #Profit In Market Before You Put Hard #Earned Money On Risk.

Expectancy = Success Rate x Reward Risk Ratio

Lets Talk About Expectancy Of Short Term Directional Trading System.

Read On (1/n)
Success Rate = No Of Profitable Tades/ No Of Loss Making Trades

Reward Risk Ratio = Average Profit Per Trade / Average Loss Per Trade

If Success Rate is 0.5 and Reward Risk 2, Then

Expectancy = 2 x 0.5 =1

For Making Profit, Expectancy Should Be Positive Number (2/n)
To Calculate Expectancy, You Need Defined System With Rules To Get Success Rate and Reward Risk. If You Have No System To Take Decisions, You Are Hanging In Thin Air and Will Never No Whether You Will Keep Making Or Loosing Money In Future (3/n)
Read 12 tweets
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พี่เยี่ยจะถือถุงช้อปปิ้งให้แฟนนนนน
#หวังcเยี่ย

“เอาตัวนี้ด้วยค่ะ แล้วก็คิดเงินเลยนะคะ”
พนักงานสาวยิ้มร่าแล้วรับเสื้อตัวที่3 มา เมื่อรวมกับของที่ลูกค้าสาวท่านนี้เลือกก็มีทั้งเสื้อ กางเกง และเสื้อโค้ท รวมเกือบสิบตัวแล้ว

“เสี่ยวหวัง...”
“ไม่เป็นไร เดี๋ยวฉันจ่ายเอง”
“ไม่ใช่เรื่องนั้น” เยี่ยซิวยิ้มแหยๆ แน่ละว่าเขาไม่อาจทำเท่บอกว่าจะจ่ายเงินเองได้ ก็แอดมินกะดึกกระเป๋ากลวงอย่างเขา ขืนมาเข้าร้านหรูแบบนี้ ทำงานอีกสิบชาติก็ใช้คืนไม่หมดหรอก แต่ประเด็นที่เขาต้องการจะบอกก็คือ...
“หรือว่าเหนื่อยแล้ว? งั้นจบร้านนี้ก็กลับกัน”
ขณะที่เยี่ยซิวกำลังจะอธิบาย พนักงานสาวก็นำบัตรเครดิต สลิปและถุงใส่ชุดที่หวังเจี๋ยซีเลือกไว้ทั้งหมดมาให้ หลังจากสาวสวยเซ็นชื่อตัวเองก็รับถุงมาไว้ในมือ

“กลับกันเถอะ แบ่งถุงในมือมาสิ เดี๋ยวฉันช่วยถือ”
Read 19 tweets
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#NEW on ARC2020: #CAP & #MFF | Eco-Spin without Public Goods Substance.
Its been 2 weeks since the MFF proposals, here's our round up of some of the perspectives so far.
All perspective-givers tagged in picture.
arc2020.eu/cap-mff-eco-sp…
What's needed?
@davidbaldock & Allan Buckwell of @IEEP_eu:
1: Sufficient funding for environmental measures in Pillar 1
2: Specifics for New Delivery Model
3: Flexibility for Pillar 1 to 2 transfers
4. Fund ANCs under Pillar 1
arc2020.eu/cap-mff-eco-sp…
#MFF #FutureofCAP #CAP
And who said: "unconditional direct income support to farmers is manifestly absurd in today’s world when it maintains uncompetitive farming practices that have negative implications for the climate, the environment or people’s health"?
Why @AnnikaAhtonen of @epc_eu
Read 8 tweets
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THREAD

Michael #Cohen #Russia #SovietUnion #Ukraine #RussianMafia
1. In 2007 Michael #Cohen became executive vice president of the #TrumpOrganization and special counsel to Donald #Trump.

#Cohen #Russia #SovietUnion #Ukraine #RussianMafia
2.#Cohen has admitted he got inspired wanted to work with #Trump after reading the "Art of the Deal" twice.

abcnews.go.com/Politics/donal…
Read 75 tweets
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#New PA cong. map increases D chance of winning the House majority by 4%. They only need a 6.8% generic ballot margin now (down from 7.7) to be favored.

Diff. will be closer to 10% in Nov when uncertainty from polls is ⬇️. Redraw is a very big deal.

One major reason the new PA map is such a big gain for Democrats is that it solidifies, not just tips, PA districts in Philly burbs. Also creates one additional vulnerable R district. (Easily seen in this map made by @JMilesColeman)
My forecasting model will have new PA map in the near future. This is not just a simple switch; it’s a coding redesign, restructuring of input, & drawing new geographic files. Takes a while (for me, a student).

In the meantime, just add 3-4% to the model: bit.ly/2018_house
Read 4 tweets

Trending hashtags

#WRWY #Vaygensberg #HurricaneFlorence #MondayMotivation #KAG #America #Georgia #Ethereum #PatriotsFight #Trump #FactsMatter #LaborDay #WeHaveEverythin #Winning #Long #ControlledNarrative #TrackResignations #crypto #MAGA #WEDNESDAYWISDOM #sunday #MuslimBrotherhood #FutureofCAP #MLK #Sater

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