PenserETH @PenserETH

my thoughts on DEFI/crypto and sometimes a bit of basketball/sports and other random things Paris, France Joined July 2020

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PenserETH @PenserETH

3 minutes ago

@KyleMau where else have you lived? where else have you started a company?

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PenserETH @PenserETH

44 minutes ago

@Create_Profit thinking in terms of valuation of a company is flawed, you have to think in terms of supply and demand for a stock

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why you think investors are buying? Most people who are buying are not investors, they are traders or gamblers, they buy because they think it coul go up, and it goes up because they buy, and it goes up easily because there is limited supply (only 5% of the shares are tradable), it is just supply and demand for a thing that may go up, it is like a meme stock or meme coin

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PenserETH @PenserETH

a hour ago

@agupta it is supply and demand, midwits overthinking valuation of companies, you have not much shares and lot of ppl who want to buy it, simple

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PenserETH @PenserETH

a hour ago

@slimeyballlll @ikadauria_ no shit sherlock, thanks for telling us it is ai, was not obvious at all

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PenserETH @PenserETH

2 hours ago

@VERYKOOLLUKEY you need only few millions to have freedom and not needing to work , he doesnt have freedom and he needs to work but he has something more important, he has purpose

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PenserETH @PenserETH

2 hours ago

@VERYKOOLLUKEY he has purpose

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PenserETH @PenserETH

2 hours ago

@umar_xbt threadguy is the perfect midwit, descent rational take of a perfect midwit all the time, which means he is unfortunately a contra most of the time. It is not an insult, it means he is not stupid, he is just smart enough to have the same thoughts as most rational actors

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PenserETH @PenserETH

2 hours ago

kinda depends on time frame though, you are right that short term it is supply and demand and gonna pump but over the long term in crypto it did not go well well for small float cap, but if being bear means shorting it is indeed extremely stupid, and if being bull is a short/medium term trade you are right... if you only do long term bets, small float is better not to touch, but your point was spot on that it was not a point of valutation but demand and supply at the start..

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PenserETH @PenserETH

4 hours ago

@DemonFramed insecure guys want virgins, but virgins are the worst to have for insecure guys cause virgins will always wonder if they can find better elsewhere. A girl who is ran through, high body count, if she chooses you, you don't have to worry about her wondering if she can find better

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PenserETH @PenserETH

5 hours ago

@henri_delattre @brivael his net worth is not liquid..

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PenserETH @PenserETH

9 hours ago

@brivael I like your takes, but what do you think happens if (when) Elon dies.. that my bear case and in general I just wonder how important he is for these companies. Would love your thoughts on that

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PenserETH @PenserETH

a day ago

@GOATRodgersSZN It is not over, Ben Stiller filmed a documentary about the Knicks run. Will eventually come out on Netflix in next months and gonna be all over social media I bet...

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PenserETH @PenserETH

a day ago

@TradingAsASport @gregogallagher Yes I wrote something similar few days ago on some replies but yes, very well articulated by Greg, indeed one of his best posts

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PenserETH @PenserETH

a day ago

@gregogallagher Good post. Agreed. Losing your uniqueness is bad, your face is your brand specially as an influencer but in general being perfect but bland and losing uniqueness is bad idea. As long as you are more attractive than most people, better be unique and memorable

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PenserETH @PenserETH

a day ago

@brivael Based

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PenserETH @PenserETH

2 days ago

@GuillaumeBLab I wonder if blame is more on Fox or actually on coaching putting too much responsibility on him at end of games (I had same thought with Cavs and harden in previous series)

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PenserETH @PenserETH

2 days ago

@DaiRai0h @Julien_Know I'm trolling a little..don't take too seriously... But I believe if you play the same series in different timelines 10 times, OKC wins 7-8 times out of ten. More seriously, spurs over performed and were bit lucky and okc underperformed.

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PenserETH @PenserETH

2 days ago

You realize tOKC would have won 4-1 if lucky extremely stupid wemby 3pt shot from far did not go in during game 1. Also you realize their second best player did not play. Also you realize it was still a 7 game series when sga played the worst of his life during six games. I was happy spurs beat OKC but yes they were extremely lucky and you have to be insanely low IQ not to understand all the factors that have happened for them to beat okc

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PenserETH @PenserETH

2 days ago

@AndrewDBailey Wemby doesn't make this lucky far away 3pt shot. Narrative so different. Spurs exit with 1-4 gentleman sweep. Wemby not best player in the world. No over-hype... I actually think wemby may receive too much hate now but cause ppl overreacted earlier..