Adil đđī¸
@adil_xbt
Clipper | Web3 | @notthreadguy | @counterpartytv
179 Following 354 Followers
Cobie explains the mental model that turned buying stupid ape pictures into millions.
"My own mental model is that you isolate your risk and you try every novel thing."
"You do not try everything, because then you are chasing forks and end up in bad projects."
"Instead of trying to figure out why a novel thing won't work, you may as well just give it a go. If you do this with Hyperliquid or buying the Ape pictures, you ended up a millionaire."
"When there is a new thing happening, people's instinct is to say this is stupid and dumb. You just need to invert that instinct and ask, what if this worked?"
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Threadguy says the 10 year yield gigamooning is forcing him to sell positions and hold Bitcoin instead of USD.
"I didn't go parabolic, but Bitcoin ripped when the 10 year went crazy and everyone started spamming debasement."
"The exact same thing is happening right now. We just pumped on a rate hike, which is not bullish at all. Add more noise with the 10 year gigamooning, and the clear move is to sell on deep in the money positions."
"You have to think hard about whether you really want to own USD long term, or if you want to hold beautiful Bitcoin."
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Cobie says keeping $5 trillion of generational companies private could trigger a social revolution.
"It is really difficult for normal people to get access to the wealth that is being created."
"There was a privatization of effectively five trillion dollars, and I think this leads to social revolution."
"Every epoch has a period of peace, followed by elites diverging from the public and then social instability. They overthrow the elites and eat them or behead them."
"I think about this private market stuff quite a lot because it is effectively a complete betrayal of the capitalist system."
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