ZeroAlpha
@iamzeroalpha
Autism incarnate
Market manipulation is ramping up. Insto crypto execution traders paired with tradfi's bottomless pit of cash is bringing out skilled execution we haven't really seen prior. In the example below, we can see eth perps (binance) has a giant scale order opened to bid (1) in an…
Sharplink is going to announce a new ATM or revise the current one up by 2-3b in the next 48 hrs. 1) lots of other eth treasury cos (t-co) are coming in and everyone is buying so they will need to burn their cash faster and can't just slowly DCA or it would likely cost them more…
Female fertility rate is proportion to age of marriage. Marriage rates for women are proportional to their income level. Income is proportional to their education level. Men don't want educated women (they want wives and mothers), it's simply that educated men are simply AROUND…
It's so weird that the graph for fertility v. female education and the graph for fertility v. male education look basically the same but you have probably only seen one on here.
Startup is likely to be the best performing memecoin of the second half of the year. Everyone has come to the truth that memecoins are just extractive, however, fartcoin still managed to reach over 2b and was still a favorite even AFTER it topped. So while memes have fallen out…
There were companies that made money alright, you just didn't own them, you owned some memecoin with a ticker that matched the company's product name. Take uniswap for example: the token is UNI, BUT the company, which owned the IP rights and got the cash flow is called Uniswap…
This is why, paradoxically, I’m almost sympathetic to people who cannot wrap their minds around the “revenue meta.” Not because these people are correct that it’s just a “meta”, they are very wrong and always have been, but because the first 10 years of crypto managed to…
The upcoming opening of Coinbase perps for US customers is unlikely to make a giant difference for their business. While the tax advantage status IS a nice perk, the vast majority of people who trade perps, lose money, not make it. Therefore it's actually a disadvantage to have…
One of the biggest long term risks to a super successful crypto project is the team getting rich. Take Hyperliquid for example. The team is maybe a dozen people. Maybe some of them were already 7 fig rich. However, with the unlock of the tokens in December, they will be 9 and 10…
Schrodinger's consent: She's both too young and inexperienced to be able to give informed consent and she's too old and desperate to give non duress consent. Which it is, depends on the SMV of the guy she just banged.
Dating an older woman over, say, 25 is abuse because she can't meaningfully consent. She'll say yes to anyone.
Bitcoin has most likely topped permanently and any further price appreciation will be incurred at the cost of underperformance against inflation. It is clear that for the next 5-8 years, there will be a sliding window where the oldest holders (who bought well under 25k) will…