Highlights:
-Monetization improving across all units
-eCom guidance raised by 0.3B
-Even with slowdown, Digital Entertainment (Free Fire) still improving sequentially
-Mind & time share for FF and Shopee still strong globally
I actually wanted to re-read the earnings transcript as I always did. However, I found it too technical and generally full of fluff (i.e. in midst of paradigm shift... nows the best time in having genetic information). Granted, every management...
does that, but particularly with $NVTA, I felt out of depth regarding the understanding of the investment thesis. I do know its got to do with their flywheel of genetic testing and recently into personalized cancer monitoring & other ArcherDX tests acquired.
Oct 15, 2021 • 10 tweets • 7 min read
META-THREAD (Luna / Terra)
A running thread of all information, threads & content relating to the Luna & Terra ecosystem. Have seen alot of buzz around it, perhaps for good reason (esp after Columbus-5). Hope this info is useful👍
@NicolasFlamelX sets the stage (back in Aug, $LUNA $12+!) for why Luna will🚀moon w democratization of $UST. The algorithm uses arbitrage to ensure a stablecoin peg for UST. To mint new $UST, we need to burn the equivalent in $LUNA... 👀supply
Made quite a few moves, so wanted to share it for transparency and self-accountability. Main moves:
Increased BTC / SOL exposure
Sold much of L2 tokens on Solana ecosystem
Freed up cash as dry powder
Reduced DeFi activity
2/
I am positioning for a #Bitcoin ETF approval. However, it can still be delayed or rejected. I have spare cash ready to buy that dip if it ever comes.
Bitcoin has been quite the brainless investment, especially for the long-term. ETF talk just reinforces the lindy effect.
Sep 10, 2021 • 23 tweets • 7 min read
THREAD: Buying crypto in Singapore.
If you are interested to get into crypto & not sure where to start, look here. Feel free to tag your friends who are also interested. As always:
Do your own research
Be aware of risks
Not your keys not your coin!
Let's go 🧵👇🇸🇬
2/
First we need to define 2 things.
1) Fiat on/off-ramp 2) Crypto exchanges
Fiat refers to $$, USD or SGD. To get exposure to crypto, you can buy a financial product (e.g. CFDs/ futures), which are available on popular brokerages.
This thread will focus on spot tokens.
Aug 29, 2021 • 15 tweets • 10 min read
META-THREAD (Solana)
A running thread of all information, threads and content relating to the Solana ecosystem. It's a serious contender to other L1 blockchains & remains my highest-conviction (and largest) position in the crypto space. Hope it's useful👍
@SinoGlobalCap a VC company deeply focused on accelerating the blockchain revolution, wrote an in-depth thesis on why they are bullish on Solana (not investment advice).
I'd recommend ALL would-be investors to start with this.
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We all know the value of data, but very little of us know how to extract insights & derive its value. $AYX is on every stage of a BI project, from:
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