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A mentor of mine once explained that wealthy people setup systems such that "as time passes, they become more wealthy" i.e. investments, yield, and asset ownership. The problem with crypto right now is its a traders market, not an owners market. I want to be a long-term asset owner... in equity which compounds positively. We're not there yet. We will not advance as an industry until we solve the compounding issue. This means the creation, or re-creation, of investable assets with real long-term business models, a claim on cash flows, and real governance rights. Santiago R Santos & I do agree that Hyperliquid is the closest thing to this in the entire digital asset industry today. Its these assets where time works in your favor & the math behind compound interest transfers value from "traders" to "owners" over a long enough timeframe. I want to beat short-term minded people by being patient, not compete in the trenches with them. Something needs to change.show more

Andy

76,202 subscribers

12,180 次观看 • 7 个月前 •via X (Twitter)

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Burry is not wrong about $ADBE. I think he's a bit early but in the end I think he will be proven right. Adobe management is giving up short term gains in order to maintain long term dominance over its respective industry. The market did not like that and thus sold it off. I believe Adobe is a generational buying opportunity for those that can withstand the short term pain and look beyond the next 6 to 12 months. Same with alot of other SaaS names. The key will be patience and persistence. Value investing is one of the hardest things to do when investing because there aren't nearly as many regular dopamine hits as someone who purely chases themes that are in upwards movements.

Burry is not wrong about $ADBE. I think he's a bit early but in the end I think he will be proven right. Adobe management is giving up short term gains in order to maintain long term dominance over its respective industry. The market did not like that and thus sold it off. I believe Adobe is a generational buying opportunity for those that can withstand the short term pain and look beyond the next 6 to 12 months. Same with alot of other SaaS names. The key will be patience and persistence. Value investing is one of the hardest things to do when investing because there aren't nearly as many regular dopamine hits as someone who purely chases themes that are in upwards movements.

Kris Patel 🇺🇸

90,616 次观看 • 3 个月前

Sam Altman: “One of the few arbitrage opportunities left in the market is time” “I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.” Sam continues: “And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.” Video source: Y Combinator (2016)

Sam Altman: “One of the few arbitrage opportunities left in the market is time” “I don’t think you can beat the market in a lot of ways, but the one way I do is by making a long-term commitment to something. My new belief on how long I should hold stock in the best companies I invest in is forever. And I think in a world where people are increasingly focused on the tick and the quarterly earnings cycle, you should try to go in the other direction. This is a great way to generate value and wealth.” Sam continues: “And so I think that when you’re thinking about a startup, it’s really worthwhile to think about something you’re willing to make a very long-term commitment to because that is where the current void in the market is. You get paid as a founder for the wealth you create for other people… The best companies just create massive amounts of value for the world, and then they capture some of that for themselves. But they capture far less than they create, and they do it over a very long period of time. So if you’re going to be one of those companies, I think you want to make a super long-term commitment to yourself and others that are going to work on it with you… It is worth waiting because you will make far more money over the long term by doing this company really well than a bunch of short term things along the way.” Video source: Y Combinator (2016)

Startup Archive

49,283 次观看 • 1 年前

JUST IN:🔥 Lyn Alden explains that in the long term, #Bitcoin is correlated to measures of global liquidity rather than U.S. stocks “I view Bitcoin as not only a good performing asset, but one that is tied to global liquidity and is not necessarily correlated to other portfolio assets.” Lyn Alden

JUST IN:🔥 Lyn Alden explains that in the long term, #Bitcoin is correlated to measures of global liquidity rather than U.S. stocks “I view Bitcoin as not only a good performing asset, but one that is tied to global liquidity and is not necessarily correlated to other portfolio assets.” Lyn Alden

Simply Bitcoin

69,829 次观看 • 2 年前

Dubas on cap space: “I don't want to burn the space long-term and look back in a year or two or three and say, ‘Geez, now we're costing ourselves with these deals that we overpaid for in the summer of 2026 because we had it.’ … It may not be as big of a July as everyone wants.”

Dubas on cap space: “I don't want to burn the space long-term and look back in a year or two or three and say, ‘Geez, now we're costing ourselves with these deals that we overpaid for in the summer of 2026 because we had it.’ … It may not be as big of a July as everyone wants.”

King Jemison

74,128 次观看 • 4 个月前

Former Binance Listing BD: Manipulators Act Blatantly, No One Looks Long Term On February 9, former Binance staff Chase was interviewed by Yuzheng Sun on YouTube kedaibiao. He said the crypto valuation system is mainly composed of liquidity, attention, and chip structure. These three factors determine the medium-to-short-term trend of an asset within 7 days to 3 months, and no one looks at the long term. He emphasized that market makers care about short-term profit rather than value, leading to a lack of long-term thinking. In addition, because crypto has not yet been defined as a security, limited regulation has led many to engage in misconduct, and market manipulation is "clearly on display, no one even pretends anymore." Binance co-founder Yi He clarified that Chase was a BD, not a Listing Manager with decision-making power, and stressed that the Listing team is fully separated from the BD team. Source：

Former Binance Listing BD: Manipulators Act Blatantly, No One Looks Long Term On February 9, former Binance staff Chase was interviewed by Yuzheng Sun on YouTube kedaibiao. He said the crypto valuation system is mainly composed of liquidity, attention, and chip structure. These three factors determine the medium-to-short-term trend of an asset within 7 days to 3 months, and no one looks at the long term. He emphasized that market makers care about short-term profit rather than value, leading to a lack of long-term thinking. In addition, because crypto has not yet been defined as a security, limited regulation has led many to engage in misconduct, and market manipulation is "clearly on display, no one even pretends anymore." Binance co-founder Yi He clarified that Chase was a BD, not a Listing Manager with decision-making power, and stressed that the Listing team is fully separated from the BD team. Source：

Wu Blockchain

74,593 次观看 • 7 个月前

.David Sacks: Bitcoin Strategic Reserve Will Maximize Long-Term Value of U.S. Holdings "The reason why we need a Bitcoin reserve is that the federal government already owns some. In fact, it obtained around 400,000 Bitcoin over the past decade through criminal and civil forfeitures and seizures. And so the government has to have a strategy for how it deals with this. In the past, the strategy has been simply to sell it in an ad hoc way, almost willy-nilly, and that cost American taxpayers something like $17 billion in lost value. So we want to have a long-term strategy to maximize the value of these holdings. We’ve decided that Bitcoin is scarce, it’s valuable, and it is strategic for the United States to hold on to this as a long-term reserve asset. So that’s the plan with the 200,000 Bitcoin that we believe are in the possession of the federal government. I say 'we believe' because no one really knows for sure since we’ve never had a proper audit. That’s one of the first things this executive order provides: we’re going to do a full government-wide audit to find out what digital assets we actually have so they can be safeguarded and moved into a strategy that maximizes their long-term value."

.David Sacks: Bitcoin Strategic Reserve Will Maximize Long-Term Value of U.S. Holdings "The reason why we need a Bitcoin reserve is that the federal government already owns some. In fact, it obtained around 400,000 Bitcoin over the past decade through criminal and civil forfeitures and seizures. And so the government has to have a strategy for how it deals with this. In the past, the strategy has been simply to sell it in an ad hoc way, almost willy-nilly, and that cost American taxpayers something like $17 billion in lost value. So we want to have a long-term strategy to maximize the value of these holdings. We’ve decided that Bitcoin is scarce, it’s valuable, and it is strategic for the United States to hold on to this as a long-term reserve asset. So that’s the plan with the 200,000 Bitcoin that we believe are in the possession of the federal government. I say 'we believe' because no one really knows for sure since we’ve never had a proper audit. That’s one of the first things this executive order provides: we’re going to do a full government-wide audit to find out what digital assets we actually have so they can be safeguarded and moved into a strategy that maximizes their long-term value."

Josh Caplan

90,888 次观看 • 1 年前

Prof. Steve Hanke: ‘STAY AWAY from long-term US bonds, Scott Bessent has no escape from the trap he is in and has LOST CREDIBILITY.’ ‘I wouldn’t want to be holding long-term US bonds. If I was a private investor, I wouldn’t want to be holding and I’ve indicated now for months to stay away from the bond market in terms of long-term bonds… 10 years or longer, like 30 years, becauseI said they would be tanking and they have been tanking, but part of it is due to this inflation underlying problem. Increase the money supply too much and you get too much inflation. That’s one factor. Then you have what’s going on with the war in Iran, as well as the one in Ukraine, and those factors are negative for these long-term bonds. And then a third factor, you’ve got the US Secretary of Treasury Bessent who’s trying to manipulate the markets by buying and supporting these long-term bonds. So he’s buying back long-term bonds that are already outstanding, and of course that artificially props the price up and pushes the yield down on those long-term bonds, but the trick is he’s still got to finance the deficit that we’re running in the United States, which means he has to sell more of the short-term bonds. And when you sell more, the supply goes up, the price goes down, and what happens? Bingo, the yield goes up on the short-term bonds. So there’s no escape from the trap that he’s in. He’s manipulating the thing around. He’s trying to keep the interest rates artificially low on the long-term bonds, but that means he must adjust and push them up on the short end. So it’s all a loser’s game. It’s as I say, he’s trapped and he’s lost a considerable amount of credibility, I think, by trying this manipulation game that he’s in, which by the way is not working. The bond vigilantes don’t like what he’s up to, and they punished him last week by actually going against what he was doing on those long-term bonds. The long-term interest rate didn’t go down as he announced that it would, it actually went up.’ —Steve Hanke on the latest episode of Going Underground Watch the full interview in the quoted post below 👇

Prof. Steve Hanke: ‘STAY AWAY from long-term US bonds, Scott Bessent has no escape from the trap he is in and has LOST CREDIBILITY.’ ‘I wouldn’t want to be holding long-term US bonds. If I was a private investor, I wouldn’t want to be holding and I’ve indicated now for months to stay away from the bond market in terms of long-term bonds… 10 years or longer, like 30 years, becauseI said they would be tanking and they have been tanking, but part of it is due to this inflation underlying problem. Increase the money supply too much and you get too much inflation. That’s one factor. Then you have what’s going on with the war in Iran, as well as the one in Ukraine, and those factors are negative for these long-term bonds. And then a third factor, you’ve got the US Secretary of Treasury Bessent who’s trying to manipulate the markets by buying and supporting these long-term bonds. So he’s buying back long-term bonds that are already outstanding, and of course that artificially props the price up and pushes the yield down on those long-term bonds, but the trick is he’s still got to finance the deficit that we’re running in the United States, which means he has to sell more of the short-term bonds. And when you sell more, the supply goes up, the price goes down, and what happens? Bingo, the yield goes up on the short-term bonds. So there’s no escape from the trap that he’s in. He’s manipulating the thing around. He’s trying to keep the interest rates artificially low on the long-term bonds, but that means he must adjust and push them up on the short end. So it’s all a loser’s game. It’s as I say, he’s trapped and he’s lost a considerable amount of credibility, I think, by trying this manipulation game that he’s in, which by the way is not working. The bond vigilantes don’t like what he’s up to, and they punished him last week by actually going against what he was doing on those long-term bonds. The long-term interest rate didn’t go down as he announced that it would, it actually went up.’ —Steve Hanke on the latest episode of Going Underground Watch the full interview in the quoted post below 👇

Going Underground

14,779 次观看 • 3 天前

$ONDS ERIC BROCK: THERE WILL BE LESS THAN 10 TRUE LONG-TERM WINNERS IN THESE MARKETS; THE MARKET CAPITALIZATION AND GLOBAL SCALE OF THESE WINNERS WILL BE MASSIVE I realize a lot of people out there interested in $ONDS are not traditional long-term investors; they are more so short-term traders or tourists trying to capitalize on an exciting, volatile name, and that’s perfectly fine. However, for the folks actually seeking to more deeply understand the long-term vision and opportunity for $ONDS, I highly encourage you to focus on what Eric Brock Eric Brock is saying in this video. I’ve outlined the key points for you below: 1. Massive fragmentation today: The drone and embedded autonomy market currently includes hundreds of companies, many operating at the technological edge, but lacking the scale, balance sheets, and operational maturity required for long-term success. 2. Industry consolidation ahead: Over the next 3–5 years, the market is expected to narrow to ~20 or fewer companies with the financial strength, execution capability, and investor backing necessary to scale. 3. Long-term winners will be few: Looking 10 years out, Brock anticipates fewer than 10 global-scale companies dominating the embedded drone and autonomy ecosystem. 4. Technology-driven markets: Future leaders will be technology companies, not commodity manufacturers. 5. Exceptional economics expected: Winning platforms are expected to deliver high margins, high ROC, and defensible, differentiated economic models. 6. Large total market opportunity: Brock emphasized that the sector represents a TAM measured in the tens of billions of dollars, potentially significantly more, as autonomous systems scale across defense, industrial, and infrastructure applications. 7. Significant market capitalization creation: As consolidation occurs within a large and expanding market, Brock expects substantial long-term market capitalization creation for the small number of scaled leaders. Eric Brock is not just saying these things; he is taking action to ensure $ONDS is one of those winners in the end. Full video linked here:

$ONDS ERIC BROCK: THERE WILL BE LESS THAN 10 TRUE LONG-TERM WINNERS IN THESE MARKETS; THE MARKET CAPITALIZATION AND GLOBAL SCALE OF THESE WINNERS WILL BE MASSIVE I realize a lot of people out there interested in $ONDS are not traditional long-term investors; they are more so short-term traders or tourists trying to capitalize on an exciting, volatile name, and that’s perfectly fine. However, for the folks actually seeking to more deeply understand the long-term vision and opportunity for $ONDS, I highly encourage you to focus on what Eric Brock Eric Brock is saying in this video. I’ve outlined the key points for you below: 1. Massive fragmentation today: The drone and embedded autonomy market currently includes hundreds of companies, many operating at the technological edge, but lacking the scale, balance sheets, and operational maturity required for long-term success. 2. Industry consolidation ahead: Over the next 3–5 years, the market is expected to narrow to ~20 or fewer companies with the financial strength, execution capability, and investor backing necessary to scale. 3. Long-term winners will be few: Looking 10 years out, Brock anticipates fewer than 10 global-scale companies dominating the embedded drone and autonomy ecosystem. 4. Technology-driven markets: Future leaders will be technology companies, not commodity manufacturers. 5. Exceptional economics expected: Winning platforms are expected to deliver high margins, high ROC, and defensible, differentiated economic models. 6. Large total market opportunity: Brock emphasized that the sector represents a TAM measured in the tens of billions of dollars, potentially significantly more, as autonomous systems scale across defense, industrial, and infrastructure applications. 7. Significant market capitalization creation: As consolidation occurs within a large and expanding market, Brock expects substantial long-term market capitalization creation for the small number of scaled leaders. Eric Brock is not just saying these things; he is taking action to ensure $ONDS is one of those winners in the end. Full video linked here:

Compound Interest Enjoyer 📈

54,048 次观看 • 7 个月前

Shams: "The Bucks have though told interested teams that we're not in a rush, that we are fine taking this into the offseason and dealing with this then. The closer you get to the offseason...the more actual power that Giannis ends up having...any team that trades for him will want to know will you be here long-term and will you sign here long-term or not"

Shams: "The Bucks have though told interested teams that we're not in a rush, that we are fine taking this into the offseason and dealing with this then. The closer you get to the offseason...the more actual power that Giannis ends up having...any team that trades for him will want to know will you be here long-term and will you sign here long-term or not"

Oh No He Didn't

154,838 次观看 • 7 个月前

5.5 billion people on the internet. All of them use money. Lily Liu on the token supercycle. "What we're in the midst of right now is the token supercycle. Everything of value is becoming programmable." "Money, assets, ownership, and markets are always going to move towards the largest market, and that largest market is the internet capital market." "This is not just a market rally or a near-term narrative. It's a structural transformation of global capital markets."

5.5 billion people on the internet. All of them use money. Lily Liu on the token supercycle. "What we're in the midst of right now is the token supercycle. Everything of value is becoming programmable." "Money, assets, ownership, and markets are always going to move towards the largest market, and that largest market is the internet capital market." "This is not just a market rally or a near-term narrative. It's a structural transformation of global capital markets."

Solana

136,218 次观看 • 22 天前

Peter Thiel: Think of the future on three horizons “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. Very short term is: Are you going to be happy and will you be learning a lot? Very long term is: Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel would recalibrate it to: “Focus on some combination of short term and long term. And forget about the medium term.”

Peter Thiel: Think of the future on three horizons “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. Very short term is: Are you going to be happy and will you be learning a lot? Very long term is: Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel would recalibrate it to: “Focus on some combination of short term and long term. And forget about the medium term.”

Startup Archive

69,175 次观看 • 2 年前

#WATCH | AAP MP Raghav Chadha says, "Yesterday in my Budget speech, I suggested the Finance Minister... that you should reduce the term capital gains on equities for individual investors to zero in India. What will this do? First, our speculative trading behaviour will shift towards long-term investment and wealth creation. The money currently invested in nonproductive assets such as gold and real estate will exit those markets and enter the Indian market. The market will become stronger, and there will be wealth creation for the middle class... A good message will be received in the market and especially the middle class of the country will get a lot of relief. They will get a great incentive for saving, investment and wealth creation."

#WATCH | AAP MP Raghav Chadha says, "Yesterday in my Budget speech, I suggested the Finance Minister... that you should reduce the term capital gains on equities for individual investors to zero in India. What will this do? First, our speculative trading behaviour will shift towards long-term investment and wealth creation. The money currently invested in nonproductive assets such as gold and real estate will exit those markets and enter the Indian market. The market will become stronger, and there will be wealth creation for the middle class... A good message will be received in the market and especially the middle class of the country will get a lot of relief. They will get a great incentive for saving, investment and wealth creation."

ANI

29,815 次观看 • 7 个月前

Steph Curry says NBA players are underpaid "I think because the way the CBA is structured right now, we can't participate in equity. And that's a big deal because it’s a partnership with ownership, the league and we're on the short term of that revenue" "The idea that we can't participate in equity while we're playing is a part of why I would say yes, we are underpaid because you want to be able to participate in that rise" "I know we're blessed to be in a position where we're playing basketball for a living, and these are the type of checks that people are earning" "Hopefully sooner than later those rules change a little bit so that players can participate more in the upside of team equity. I think we deserve it"

Steph Curry says NBA players are underpaid "I think because the way the CBA is structured right now, we can't participate in equity. And that's a big deal because it’s a partnership with ownership, the league and we're on the short term of that revenue" "The idea that we can't participate in equity while we're playing is a part of why I would say yes, we are underpaid because you want to be able to participate in that rise" "I know we're blessed to be in a position where we're playing basketball for a living, and these are the type of checks that people are earning" "Hopefully sooner than later those rules change a little bit so that players can participate more in the upside of team equity. I think we deserve it"

dank

2,615,639 次观看 • 4 个月前

Never forget her words and actions: "There are people who are at risk, and I am not one of them." "I do want to demonstrate that (Pfizer's Jab) is not only safe to take at the time, but long term it's safe." How could she claim that the vaccine was safe in the long term back in 2021? How could Duncan not pick up on this point? @c_plushie ricardo carmona NZDSOS - NZ Doctors Speaking Out with Science Voices For Freedom

Never forget her words and actions: "There are people who are at risk, and I am not one of them." "I do want to demonstrate that (Pfizer's Jab) is not only safe to take at the time, but long term it's safe." How could she claim that the vaccine was safe in the long term back in 2021? How could Duncan not pick up on this point? @c_plushie ricardo carmona NZDSOS - NZ Doctors Speaking Out with Science Voices For Freedom

Kirsten Murfitt

56,739 次观看 • 2 年前

Crypto is not a threat to the dollar. In fact, stablecoins can reinforce dollar supremacy. Digital assets are one of the most important phenomena in the world right now, yet they have been ignored by national governments for far too long. This administration is committed to establishing the United States as a hub for digital asset innovation, and the GENIUS Act moves us one step closer to that goal.

Crypto is not a threat to the dollar. In fact, stablecoins can reinforce dollar supremacy. Digital assets are one of the most important phenomena in the world right now, yet they have been ignored by national governments for far too long. This administration is committed to establishing the United States as a hub for digital asset innovation, and the GENIUS Act moves us one step closer to that goal.

Treasury Secretary Scott Bessent

1,438,047 次观看 • 1 年前

Peter Thiel on how to think about the future “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. And he defines them as follows: 1. Short term = Are you going to be happy and will you be learning a lot? 2. Medium term = How good is it on your resume? 3. Long term = Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel recommends recalibrating it to: “Focus on some combination of short term and long term. And forget about the medium term.” Video source: Radical Discourse (2014)

Peter Thiel on how to think about the future “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. And he defines them as follows: 1. Short term = Are you going to be happy and will you be learning a lot? 2. Medium term = How good is it on your resume? 3. Long term = Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel recommends recalibrating it to: “Focus on some combination of short term and long term. And forget about the medium term.” Video source: Radical Discourse (2014)

Startup Archive

43,027 次观看 • 1 年前

I built a game with Claude Fable 5, and what really surprised me was that Fable automatically generated the rigging-related animations on its own. In the past, I hadn't seen any model capable of creating the animations themselves, not just the assets. As these models become more capable, I think companies like Tripo, Meshy, Hunyuan, and VARCO that specialize in asset creation could become even more valuable. It feels like we're entering an era where assets themselves become the most important form of capital.

I built a game with Claude Fable 5, and what really surprised me was that Fable automatically generated the rigging-related animations on its own. In the past, I hadn't seen any model capable of creating the animations themselves, not just the assets. As these models become more capable, I think companies like Tripo, Meshy, Hunyuan, and VARCO that specialize in asset creation could become even more valuable. It feels like we're entering an era where assets themselves become the most important form of capital.

CHOI

15,923 次观看 • 3 个月前