Prev. VP, Lunar Solar Group. Head of DTC at SPB, other.. FB ads victim, 25M+ IG Network Sold. 2016 Crypto & Defi Maxi. Not cool enough to tweet, mainly reply.
New Jersey, USA
Joined February 2018
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The real reason the $link team dumps tokens.. 👇🏼
There seems to be a massive misconception in the $link community that when the @chainlink team dumps the token from the CL wallet that it’s to fund growth..
Absurd & comical that people think Jensen Huang was finessed into having an affair with a Chinese intelligence plug & his wife knew nothing about it. Do you understand how much corp protocol & security is around Jensen & the company?
Seems to me it's the easiest way to cash out & sell stock without getting issues from shareholders. Same thing happened with Bezo's. The whole thing is ridiculously sketchy and far too coincidental to be reality.
"CEO dumping, no good. CEO wife selling, normal" - AvE
$NVDA
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Brian Rolph Jr retweeted
I don’t have insight into actual leveraged positions by individual equity, but I’ve been in the markets long enough to follow positioning trends and institutional flows to get a directional sense of how funds are exposed. Etc
with leverage selling can become mechanical rather than discretionary. As equities decline, leverage ratios increase, collateral requirements squeexe and funds may be forced to reduce exposure to maintain margin requirements. I dunno about all the nuances but again, directionally.
That selling creates additional downward pressure, triggering further deleveraging across the market. Like cascading
There are/were so many funds that were levered up 3x 5x on the AI / MEM trade and it only takes a 10% drop to really free fall positions. Not to mention QQQ -6% lol.
The bot algos run the market. Limit orders and stop losses. Once it triggers it just becomes a simulation. It’s actually insane to think about.
This is likely the most extraordinary time in the markets in ages.. shorts covered.
The draw down will continue.. The euphoria in AI / MEM in equities is always so obvious in hindsight.
Bearish both.
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Brian Rolph Jr retweeted
Tech Stocks in Bear Market Territory:
1. SanDisk, $SNDK: -66%
2. Arm Holdings, $ARM: -64%
3. Coinbase, $COIN: -63%
4. Nebius, $NBIS: -62%
5. Seagate, $STX: -60%
6. Marvell Technology, $MRVL: -59%
7. ServiceNow, $NOW: -57%
8. Oracle, $ORCL: -56%
9. AppLovin, $APP: -54%
10. Circle, $CRCL: -54%
11. Super Micro Computer, $SMCI: -51%
12. Micron, $MU: -48%
13. Dell, $DELL: -47%
14. SpaceX, $SPCX: -47%
15. Qualcomm, $QCOM: -43%
16. Broadcom, $AVGO: -41%
17. AMD, $AMD: -39%
18. Robinhood, $HOOD: -38%
19. Alphabet, $GOOGL: -32%
20. Tesla, $TSLA: -32%
21. Palantir, $PLTR: -28%
22. TSMC, $TSM: -28%
23. Meta, $META: -26%
24. CrowdStrike, $CRWD: -26%
25. Nvidia, $NVDA: -25%
The S&P 500 has now erased -$4 trillion in market cap since October 6th.
If you sell durables and you’re not continuously innovating your days are numbered.
NPD is the superior X factor & is also the moat.
If you have a chance to sell your company at an even remotely fair valuation you should do it 99.9% of the time..
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Ive been MIA, but 1 of 2 of our new brands is finally a full roll out..
We launched a supplement brand backed with clinicals, science, and real differentiation.
CAC is around $45 and current LTV is around $120+. Although, we have shifted our offerings 6 weeks ago and AOV increased 40%; we will see how ltv analysis develops over some more time.
Finally launched on META and still fine tuning creative, LP’s etc.. but already seeing decent performance at 1.5 ROAS and sub $100 CAC.
Looking for yappers & speed running creator / affiliate model.
Maybe AMA
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Has anyone actually done the analysis to show that even with the higher spends & bloated cpa’s on the top ads & the “lower” cpa’s on the bottom spenders, it’s efficient enough to cover the top spenders / margin?
Have yet to see it.
facebook ads is 100% sequencing your ads
how to do we know
5 ads get shipped as an ad group
1 ad
2 ad
3 ad
4 ad
5 ad
ad 4 and 5 get spend but ad 1 closes
we turn off 4 and 5
CPA of 1 goes up
we turn 4 and 5 back on
CPA of 1 goes down
facebook ads is 100% sequencing your ads
so you need to make ads ad different parts of awareness funnel
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