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Data Guy

@data_guy_1

In my opinion, data is both incredibly useful and highly distracting. Focus on a few meaningful metrics and keep the model simplified.

glfanalytics.com/
Joined October 2020
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Great thread. Medical disruption can’t come fast enough at every level, from insurance, to hospital admin, to med school.
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What’s up Vitalik! You may not know me but just wanted to say I’m a big fan of yours. thank you for everything you’ve built in the world of crypto, otherwise @Autograph wouldn’t have been possible. Hope I get to meet you some day you’re the 🐐
vitalik.eth (@VitalikButerin) profile picturevitalik.eth
@VitalikButerin18 Mar 2022
Replying to @VitalikButerin
I didn't even know who Tom Brady is, had to ask people around me. My best guess was that he was the actor from Mission Impossible.
Image from vitalik.eth (@VitalikButerin)
Image from vitalik.eth (@VitalikButerin)
Image from vitalik.eth (@VitalikButerin)
Image from vitalik.eth (@VitalikButerin)
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With the rapid deterioration of the Russia/Ukraine situation, you’re going to hear a lot about SWIFT in the coming days… Here’s a quick breakdown of what it is and why it matters:
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Data Guy retweeted
Will (@WClemente) profile picture
Will
@WClemente24 Feb 2022
Everything Ray Dalio talked about at the end of currency regimes is eerily playing out before our eyes
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Data Guy retweeted
Tascha (@TaschaLabs) profile picture
Tascha
@TaschaLabs12 Dec 2021
2021 was good to crypto. Next year things will look different b/c of changes in macro environment & tech adoption cycle. Here are top 3 crypto investment themes I’m bullish 📈 & bearish 📉 about for 2022 👇
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Data Guy retweeted
Will (@WClemente) profile picture
Will
@WClemente2 Dec 2021
As a long term BTC bull and giga bull since summer, IMO we need to have more healthy discussions around potential bear cases. You can be bullish & still construct a bear case. Without doing so, you have intellectual blind spots. Form a thesis and have clear invalidation.
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MicroStrategy has purchased an additional 7,002 bitcoins for ~$414.4 million in cash at an average price of ~$59,187 per #bitcoin. As of 11/29/21 we #hodl ~121,044 bitcoins acquired for ~$3.57 billion at an average price of ~$29,534 per bitcoin. $MSTR microstrategy.com/en/investo…
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Happy Thanksgiving. Buy #Bitcoin. Don’t be a #Turkey.
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The most google'd cryptos in each state. Y'all Texans talk a big game but my home state Mainers keeping it real with #Bitcoin. ...Although it's possible they just haven't heard about Shib yet we're pretty far up there
Image from Nathaniel Whittemore (@nlw)
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The Cantillon Effect is the most important economic concept you’ve never heard of. Here's a breakdown of what it is (and why you should care):
Image from Sahil Bloom (@SahilBloom)
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Monday morning meditation: almost everything is a “meme.” National borders, fashion, any form of identity, money, almost everything we desire, all “mimetic.” Rene Girard’s “mimetic theory” is the single most useful social science model I’ve encountered. /1
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Will (@WClemente) profile picture
Will
@WClemente14 Nov 2021
Diversification is for protecting wealth, but concentration is for creating it
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Soon every bank will need to support #Bitcoin to remain competitive.
Bitcoin Magazine (@BitcoinMagazine) profile pictureBitcoin Magazine
@BitcoinMagazine2 Nov 2021
JUST IN: Australia's largest bank to enable #bitcoin services for their 6.5 million user banking app. - AFR
Image from Bitcoin Magazine (@BitcoinMagazine)
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Monday morning meditation: there are people living today that have seen 4 separate geopolitical empires rise and fall. There are 105 year olds that were born under the ottoman empire for example. These people were middle aged at the birth of the television. /1
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Aug $47K✅ Sep $43K✅ Oct $61K new monthly close ATH!✅ Ok ok, 3% rounding error .. close enough for me Next targets: Nov>$98K, Dec>$135K🚀
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The $63K October close was called by @100trillionUSD months ago when #Bitcoin was deep in a correction. Last night $BTC closed the month at $61,343. Clearly, PlanB doesn't know what he's doing. Unfollowed.
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Imagine selling BTC now🤣
Image from PlanB (@100trillionUSD)
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Data Guy retweeted
Will (@WClemente) profile picture
Will
@WClemente27 Oct 2021
We've been tracking the macro price reversal since summer using on-chain. Now what clues can it provide us in our effort to identify the macro price peak over the coming months? First we'll start with behavioral trends and then everyone's favorite, price targets. [THREAD 1/22]
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This is important for a couple reasons. 1. Psychologically, if something is safe enough for pensions, it's assumed to be a prudent investment for everyone. 2. makes it harder for politicians/regulators to paint crypto as elitist. coindesk.com/business/2021/1…
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For the record, I completely understand how ppl feel disenfranchised by the Upper 1% ers, the Fed, government, Wall Street, banks, et al. I get it. And, I completely understand how ppl see $BTC and cryptos as something that can level the playing field. I am cheering you on 🙂🙌
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