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28 May, 6 tweets, 2 min read
I like learning, and for me life has always been more than markets. Here are some things I'm thinking about today 🙂

👇
In math, I'm reading Mandelbrot. Finished my first pass of finance book - definitely gets a reread.

No illusions here. Everyone in vol been there done that. I'm new tho, and Mandelbrot applies to more than finance. Very trippy.

amazon.com/Misbehavior-Ma…
More than fractals for finance, I want to get fluent enough that I can think in these concepts everywhere.

Ex/ was looking at applications of fractals to cardiac arrhythmias and I found fractals modeling purkinje fibers! Science is so cool!

ncbi.nlm.nih.gov/pmc/articles/P…
In philosophy today, I'm slowly absorbing Derek Parfit. I'm familiar with the overarching ideas, but need to dig into Reasons and Persons to better understand what the role of personal identity is in how I view ethics.

amazon.com/Reasons-Person…
NFT's have me wondering where 'value' comes from?

If money stores value, not value itself, the only "intrinsic value" is the cashed out experience?

Maybe 'money making money' (aka DCF) = ponzi & experience (music, food, painting, NFT horses) = only true 'intrinsic' value?
@nope_its_lily - forgot to ask! have you made any progress porting options ideas into bioinformatics?

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More from @SquishChaos

Squish Profile picture
27 May
For the #DeFi project to succeed, it must become an existential threat to traditional finance.

This is capitalism at its finest, and the war will be fought on many fronts.

I can't stop thinking that the @Visa - USDC announcement represents the first major battleground. 👇
Why would visa do this? Why now? The is not casual intrigue. For visa to settle with stable-coins they have to significantly invest in the crypto space.

Disclaimer on quality: this is stream of consciousness. I'm just riffing here haha

usa.visa.com/about-visa/new…
I think a lot of people shrugged this off as "a sign of adoption."

At best it's Visa showing leadership in an area of potential growth...but I don't think so.

I think Visa's move into settling with USDC represents a sharp strategic move to hedge against an existential threat.
Read 11 tweets
Squish Profile picture
3 May
1/19

Predicting short-term price is speculative, but can be useful learning to get feedback on my feel for "the pulse" of the market and train 'market instincts'

@RyanWatkins_ inspired me to take a shot at this for $ETH as we break above $3k

A thread 👇
First off - this level of specificity is absolutely not 'rigorous' in any sense. This thread is just for fun, so don't @ me lol.

Second, @RyanWatkins_ clarified he thinks we're late "media attention" and could have months of runway, so don't @ him either
Since I posted my $ETH report, ETH is up 25% and $BTC is up 3%. As my dad often says, "sometimes it's better to be lucky than right"

Read 20 tweets
Squish Profile picture
1 May
I think I found something listening to @RealVision pod on the plane yesterday. I’ve been looking for a while for something with a discrete catalyst that occurs before the triple halving so I could raise some funds to buy more $ETH.
Listen to this episode. All uranium public equities combined are $20B market cap. That’s like 1/35 of $TSLA. Also supply has been 0, mines shut since Fukushima. France, Spain surprised by renewing contracts…there are forces at play. But more!

@malopez1975 tells @LynAldenContact that nuclear reactors are going to have to get new contract roughly end of Q2, early Q3. This is a concrete time frame - I paused, rewind like 4x to make sure I caught it.
Read 7 tweets
Squish Profile picture
27 Apr
Ethereum, The Triple Halving

My report on the investment case for $ETH is finally finished.

It is 79 pages long, my pride and joy, the cumulative product of years of learning and a week of insane effort.
The impetus for this piece realizing that my thread on the $ETH triple halving was mostly interpreted as a nice meme-able crypto pump.

The triple halving may become a meme, but there is a serious investment case here.

I put everything I had into this piece. As a retail investor, I want to use this report to show how much I’ve learned about investing and share my current highest conviction idea. If I’m capable of writing institutional grade research - this is it.
Read 20 tweets
Squish Profile picture
25 Apr
Investment report all set for release Tuesday.

I’ll drop a thread accompanied by a ~75 page PDF with my best attempt at an institutional grade investment case for $ETH to 150k.

Will follow it up in coming weeks with smaller, digestible ELI5 threads to spur discussion.
Warning! this is not your crypto investor’s $ETH thesis. I’m taking a different angle, tackling difficult concepts to present the most robust institutional grade case that I can.
For me this is my attempt to show all that I’ve self-taught on investing before I head to medical residency. I think you’ll really enjoy it!
Read 11 tweets
Squish Profile picture
17 Apr
“Net annual buy pressure” doesn’t make the point.

In a halving event, $BTC miner sell pressure drops 50%. It causes all hell to break loose. What will this look like for $ETH?
Post-merge, $ETH sell pressure will drop 90%. For $BTC sell pressure to reduce this much, it takes 3 halving events. I’ll repeat:

ETH will undergo the equivalent of 3 halving events in the next 12 months.
Illiquidity breeds volatility, and more illiquidity breeds more volatility. Post-merge, expect $ETH to have 3 halving events of volatility in 1 cycle.
Read 6 tweets

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