GPS—7,498 mobile devices.
Organizers are claiming 30,000. CBS states a vague ‘thousands’.
92% having attended 5 or more Kamala Harris rallies, antifa/blm, pro-Hamas, pro-Palestinian protests.
For more insight into what data we also look at in addition to GPS location data would be demographic and psychographic data using over 6,000 different databases, i.e., like the Bureau of Labor Statistics (BLS), Pew Research Center, market research firms like YouGov, Experian, specialized tools like ESRI's Tapestry Segmentation, consumer surveys, social media platforms like 𝕏, Facebook, Linkedin.
Demographic data includes basic characteristics like age, gender, income, education level, occupation, marital status, family size, ethnicity, and where people live (e.g., city, state).
Psychographic data dives deeper into people's lifestyles, values, attitudes, interests, personality traits, social class, activities, and how they make purchasing decisions. For example, it might show if someone values sustainability, enjoys outdoor activities, participates in community activism.
While demographic data is straightforward, psychographic data can reveal sensitive personal details, like beliefs even life goals.
Additionally, by cross pollinating each device with other devices regularly within close proximity to the target device we are able to build a detailed profile for each target.
We have identified these six groups.
Once again, this is based a very sophisticated algorithm that looks at the behavioral metrics for each device, including the physical 1:1 proximity to leaders and paymasters from these groups in the past.
Disruption Project, Rise & Resist, Indivisible Project, Troublemakers, the Democratic Socialists of America and the Muslim Brotherhood.
Disruption Project: Legal status is unclear, likely operating illegally.
Rise & Resist: 501c4 non-profit
Indivisible Project: 501c4 non-profit
Troublemakers: Legal status is for profit.
Democratic Socialists of America: 501c4 non-profit
Muslim Brotherhood: 501c4 non-profit
We have also identified 11 additional groups paying for protests, demonstrations and riots, many are linked to foreign bad actors in countries funding terrorism.
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To achieve Perfection, Give
Matthew 19:21 Jesus told him, "If you want to be perfect, go, sell your possessions and give to the poor, and you will have treasure in heaven. Then come, follow Me."
Man is not perfect because GOD never made them perfect. When GOD transformed Earth in Genesis from being dark, formless and void to what it is today, He never once said that it was perfect. They were good or very good at the most but never perfect. GOD could have made all things on earth like the way He created Satan, 'the seal of perfection, full of wisdom and perfect in beauty'. That means Satan is flawless. He is more beautiful than anyone we have ever seen, and his wisdom is beyond Solomon's. Satan is full of wisdom, which is complete and whole. As for Solomon, his wisdom, as in the book of 1 King, is 'exceedingly deep insight, and understanding beyond measure, like the sand on the seashore'. Even though his wisdom was greater than that of all the men of the East, greater than all the wisdom of Egypt, it is not perfect. Solomon' is nothing compared to Satan.
For whatever His divine reason is, GOD did not give anything on earth the seal of perfection. Hence, this is the sad fate of everyone, like Adam and Eve, who are prone to falling like a house of cards because of their imperfect architecture. Therefore, the saying 'to err is human' is an undeniable truth, as it is man's nature to make errors. With Satan as our tempter, we can understand how easily we can make errors and fall into his trap. He is the seal of perfection while we are not. We are like Humpty Dumpty, who sits on our imperfections and has a great fall. Even all the king's horses and all the king's men couldn't put Humpty together again.
Many do not know the consequences of our imperfections. It is the part of us that makes us fail and sin against GOD. Success will always elude us in everything we do - in relationships, careers, health and wealth. Our imperfection is our weakness, causing us to make mistake after mistake. In contrast, perfection is like our strength, and it is like a fortress, infallible. Since we are made imperfect, we will blunder our way to failure. Therefore, we see failures in systems, policies, people, families, societies and countries. The issues are countless. It is not that we do not do our best, but our best is not good enough because we cannot expect anything good out of imperfections. No matter how careful we are, we will boo-boo here and there, jeopardising our success and especially our relationship with GOD. No matter how we view our disappointments, either due to our unfavourable or uncontrollable circumstances, it is our imperfection that contributes to them. It is our imperfection that leads us to unfavourable circumstances that become uncontrollable.
As much as GOD made us imperfect, He does not want us to dwell in our imperfections from His creation. Our imperfection will cause us much pain and sorrow and distance us from GOD. The Palmist advises us to find our strength in GOD so that we will go from strength to strength and not succumb to imperfection. Jesus asks us, 'Be perfect, as your heavenly Father is perfect'. However, GOD is not leaving us to figure out our problem by ourselves. He told the Apostle Paul, "My strength is made perfect in our weakness." In other words, we can be transformed from imperfection to perfection. We need not hold on to our imperfections as our stigma because we are only human. Only when we are perfect do we not sin against GOD, and can we be like our heavenly Father in heaven, sinless. Therefore, being perfect is not a suggestion or advice but an edict. We must overcome our weaknesses of being imperfect so that we can be blessed in all that we do. However, it is much easier said than done because of what Jesus said, "For apart from Me you can do nothing".
It is not that we can do nothing. What Jesus meant is that we cannot do anything that leads to life, only those that lead to death. That is to fulfil what GOD said to Adam, "for in the day that you eat of it, you will surely die". After the fall of man, the Tree of Life is under the guard of a whirling sword of flame with stationed cherubim. No one can access it till Jesus comes as the way, the truth, and the life. Only through Jesus will we find the way of truth to life. Without Jesus, life, as the opposite of death, will evade us. Therefore, overcoming our imperfection is not by our physical determination but by GOD's spiritual anointing through our walk with Christ as we become the doers of His Word. Only then will the narrow path be revealed so that we can find the way to truth in life.
Jesus nor the Bible mentions much about being perfect, minimising its importance. In the encounter of Jesus with the rich young man, Jesus linked perfection as the criterion for eternal life. Therefore, perfection is more than not making errors or sinning but the standard of eternal life. It is a complex process of transformation to be like Jesus with the ability to fulfil the commandments of the old through Moses and the commandments of the new from Him. Jesus said, "Do not think that I have come to abolish the Law or the Prophets. I have not come to abolish them, but to fulfil them". Jesus came to fulfil the Law, and we must do likewise. If we are any short of the standard, we are not perfect.
Let us elaborate on the story of the rich young man to understand the issues. The Jewish man knew all about GOD's commandments but did not have the answer to eternal life. He was rich, implying he must have been educated and not ignorant, having a deep understanding of the GOD's Word. In doubt, he could ask from his many of his teachers. However, no one probably could give him an answer, so he approached Jesus. His question was not out of ignorance but well founded. The Torah does not have the answer because, in the Old Testament, GOD did not offer anyone eternal life. No one, regardless of who they were or their capabilities, was not qualified for eternal life.
In a larger scheme of things, since the Old Testament does not offer eternal life, this implies that fulfilling the Ten Commandments is not enough to qualify for eternal life. Obedience to GOD's Commandments, as stated in the book of Deuteronomy, only assured anyone of a blessed or abundant life, not an eternal life. Therefore, the young man lived a blessed life of wealth because he honoured GOD with his obedience to the commandments - Do not murder, do not commit adultery, do not steal, do not bear false witness, honour your father and mother, and love your neighbour as yourself.
GOD will never shortchange us because He is fair and just. If fulfilling the commandments is enough, GOD would have offered eternal life to His promises. The Psalmist said, "For the LORD God is a sun and a shield; the LORD gives grace and glory; He withholds no good thing from those who walk with integrity." Walking in obedience to His commandments is synonymous with walking with integrity before GOD. Therefore, He would not withhold the good thing of eternal life to those who honour Him. If He did withhold, it must be that eternal life requires more than obedience to the Law. It requires perfection because Heaven is not a place for imperfect sinners who trespass the Law. If we do trespass against GOD, we will be a repeat of Satan, being cast out of heaven. Therefore, perfection is a must to be in heaven.
Jesus came as the new order that is above the old to amalgamate the Old and the New as one so that we could, through Him, not only have a blessed life but also eternal life. The young man was standing at the point of inflexion between the Old Testament and the New Testament, where Jesus was the point of change. Therefore, Jesus could take his question because He is the answer. To understand the need for new order of Jesus is that the Old, through its Law, is to expose sinfulness and highlight the need for divine grace. The Law cannot save us from eternal death. Eternal life must be through Jesus Christ and nothing else, and without Him, there can be no eternal life. Therefore, Jesus has to come with the new order.
If we were to go strictly by the rules to obtain eternal life, we need to abide by the old and new commandments. When the young man asked Jesus, Jesus did not supersede the old commandments or undermine them, even when He came as the crusader of grace, the new order, and not the Law, the old order. Therefore, many have misunderstood the scripture when they say they are not under the Law but under grace. If we are no longer under Law, then why would Jesus say to the young man, "If you want to enter life, keep the commandments"? Jesus should have said, "If you want to enter life, believe in Me". Unfortunately, He did not, but that is the thinking of many. They misinterpreted the epistle of Romans, 'For sin shall not be your master, because you are not under law, but under grace.' Only when we no longer sin will sin not be our master. Then, we are not under the Law but under grace. If we persist in sin, we will still be under the Law, and grace has no favour to us. We must read the Bible like reading a legal contract, not in isolation but in totality. We cannot lift, cut, paste, or arrange the sentence as we wish to make it palatable.
Jesus was impartial and upheld the Law even with His disciples. They were not under grace because they were His disciples. Their wrongdoings were judged under the Law. For that, we can look at the difference between Peter and Judas Iscariot. Both betrayed the Son of GOD, but one was restored, and the other was not because one wrongdoing did not trespass the Law while the other did. Peter's wrongdoing was that he denied Jesus, but he did not trespass the Law to murder, commit adultery, steal, or bear false witness. He did not do Jesus any harm by walking away and denying Him. Judas indirectly murdered Jesus by going to the chief priests and agreeing to hand over Jesus in exchange for thirty pieces of silver. Judas' love for money is not a sin, but his love for money caused him to betray innocent blood. That is a sin. If grace can override the Law, and under grace, GOD takes no account of our wrong, then Judas should not be sickened with guilt but be overcome with love and forgiveness. Sad to say, the love and forgiveness did not come to fill his guilty conscience, and he was so filled with self-condemnation that he killed himself. Therefore, no one is above the Law, not even Jesus' disciples.
The rich young man is a better man than Judas, but his fate is no different. He was a visionary of spiritual foresight. No one, not even the Pharisees or the scribes, questioned Jesus about the way to eternal life except him. He had self-discipline and control, not letting his desires control his obedience to the commandments. He indeed had a highly commendable personality. The Epistle of Mark commented that Jesus looked at him and loved him. He clearly met with Jesus' approval. He fulfilled the conditions of the Old Testament, so Jesus offered him the new requirement of the New Testament. Instead of having a to-do list of 'thou shall do this' and 'thou shall not do that' as tests of his obedience, he must give. His ability to give will make him like GOD, perfect. For that, he must give his possessions to the poor and give his life to GOD by following Jesus in total surrender. Only by following Jesus and exemplifying His way will he be made perfect. Jesus is perfect, and following Him would mean we walk the way of perfection.
Unfortunately, despite his endeavour to keep all the commandments and be a better person, the rich young man did not get what he wanted: eternal life. He did not obtain eternal life, not because he was rich but because of his unwillingness to give. Jesus said to His disciples, "Truly I tell you, it is hard for a rich man to enter the kingdom of heaven. Again, I tell you, it is easier for a camel to pass through the eye of a needle than for a rich man to enter the kingdom of God." Jesus used an exaggerated figure of speech to emphasise that it is beyond any doubt that a rich man will enter the kingdom of heaven. The issue is not with the wealth but the unwillingness to give. In retrospect, no one will remain wealthy if they keep giving away their wealth. Therefore, Jesus has nothing against rich people but people who are unwilling to give and only live to enrich themselves.
If we are like the rich young man who is not contented by just life on earth, we also desire eternal life; we must do more than the young man. We must be like Peter, who said, "We have left everything to follow You". Then Jesus will reply to us saying, "Truly I tell you, in the renewal of all things when the Son of Man sits on His glorious throne, you who have followed Me will also sit on twelve thrones, judging the twelve tribes of Israel. And everyone who has left houses or brothers or sisters or father or mother or wife or children or fields for the sake of My name will receive a hundredfold and will inherit eternal life. Let us not let our unwillingness to give forfeit our eternal life. Therefore, be the transformation we want to see in ourselves, give.
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Lessons To My Future Bull Market Self:
This is partly to keep me accountable during bull market euphoria and also serves as a guide for those coming into the markets for their first cycle.
I’d be extremely impressed if you managed to “make it” the first time and even more impressed if you managed to keep it.
The former isn’t even the hard part. It is very much the latter. A blind Bored Ape Yacht Club member could make money in a roaring bull market. This is why many enter the markets for the first time and throw money at something they saw on Twitter, hear from a colleague or (the best one) get shilled by their Uber driver and convince themselves they have cracked the markets.
Stuff goes up because more money flows into the system. The opposite is also true. Hence the past 2 years of pain.
Your mission, if you choose to accept it… is to bet on the fastest and fittest horses in the race. This way you don’t miss an opportunity of a lifetime sat holding some worthless piece of shit whilst the rest of the people around you are making serious dough.
There are plenty of ways to get to that arbitrary number that you think will help you achieve eternal happiness. Whether it will or not is a different matter.
The following are some of the most important points that I have sat and stewed over which I think were at times the parts I personally went wrong in the last cycle, primarily.
2017 was just a blur. I didn’t have a clue what I was doing if I am honest. If you check the residuals in my Coinbase account it would be very embarrassing indeed.
The last cycle was infinitely better from a performance perspective. That being said, in hindsight, there were still so many stupid and silly mistakes that either stunted my portfolio growth or cost me a small fortune in losses.
Let’s get to it.
Disclaimer: If you are not mature enough to read this and take responsibility for your own actions in the markets please just stop reading. There are probs a few things I have missed that I will add on as time goes by and I get a brain zap and remember. This is not financial advice, I am extremely stupid. You will lose all your money listening to me
Stay Curious and Try Shit - Funnily enough, I think this applies more to people who may be on their second or third cycle. Naturally, when you come into the markets for the first time, all you want to do is digest information and buy shit. The further down the rabbit hole you go the more likely you are to find something early. The reinforcement of making great returns from being early encourages you to continue your exploration of the crypto/on-chain world. Always maintain this edge of being one of the first to try shit out. You never know when you will stumble upon something great.
As a bull cycle goes on the edge in the markets tends to erode due to increased competition both on a capital and skill front. People will outwork and outsmart you and there’s always someone with more capital around the corner.
Edge can be reestablished by trying shit early and deciding for yourself whether it has something about it. There were many different times last cycle that you could have picked up assets before the masses just by trying the protocol and seeing for yourself. Never leave it down to someone else to tell you. They can’t and won’t do it for you.
It has happened recently with Solana. The masses tell you one thing when in reality it is the other. This results in the majority of the market being offside on something that clearly has a lot going for it. Stay curious and try shit.
Don’t Chase Yield - If you are new to this market, DO NOT try and chase yield. You do not need to earn 20% on a position less than $200,000 (minimum).
There are going to be plenty of times when you are drawn in by a very tasty yield on stable assets. There are also going to be plenty of times when you are drawn in by ridiculous APRs. You’re probably going to provide liquidity on a DEX and get rekt there too.
The long and short of it is this. You do not need to concern yourself with earning yield when you don’t have a worthwhile portfolio size.
Why earn 20% on stable(ish) assets when you could have liquid capital and earn much more than that, oftentimes in one day (if you choose correctly)? The additional complexity, counterparty risk and smart contract risk are categorically not worth it at this stage.
If you play the farm and dump game with new ponzis that come online, please do not even entertain for one second that you should purchase the token that everyone is farming. There are bigger fish with more capital and experience that know how to play these games to a tee. You will be bait.
I’d even go as far as saying if this is your first or second time around just buy tokens and don’t do anything else with them (other than sell of course).
Maybe there are a few exceptions:
Holding an LST like stETH, rETH, swETH or pxETH over ETH if you have a long-term view (again, not really for everyone).
Staking a token to match inflation i.e. SOL (in this case use the most lindy SOL LST stSOL or mSOL).
If TIME makes a comeback and we go full ponzi season and run it back turbo
Don’t chase yield, it doesn’t make sense until you make it.
Let Others Drink the Kool-Aid - I was definitely caught sipping from the communal ponzi Kool-Aid fountain a few times last cycle. It’s quite funny because you know deep down that there is something cult-like about certain founders, communities and tokens but at the time everyone is printing money so nobody cares.
It always ends up in tears, literally every time. That being said, when you see a ponzi cult that has a founder that people would jump off a bridge for, just buy it. These folks never tend to realise they’ve been dumped or that they in fact were in a cult until it’s too late. The beauty of this (for you; an awakened market participant) is that people tend to wrap their whole online personality up in, said cult and when you are selling they are writing 40 Tweet threads about why the recent fud is unjustified. Let them be the exit liquidity they desire to be.
TLDR; Scams pump the hardest, Let others drink the Kool-Aid.
Position Sizing - I was too small on the way up and too large on the way down at times. This ain’t good. Larger more concentrated bets on less volatile yet sure-fire wins whilst rotating proportions into higher-beta assets to make more of the underlying position is my typical play.
Be wary of liquidity, particularly for on-chain assets. You may get away with poorly timed entries in a bull market but if liquidity thins out you get screwed entering a position and also screwed exiting a position. If they have a buy-and-sell tax which is more popular now, then you get screwed again.
I don’t really have much more to say on this one other than pick your poison (which I already have) and don’t fuck up the remainder of your portfolio oversizing into lower conviction plays, undoing the great entry on the large position.
If you can’t outperform BTC, ETH and maybe even SOL this cycle. Just buy those and forget about it until McDonald’s puts the minimum wage up to $50 an hour because all their workers got paper rich and left, again.
I can’t reiterate the above enough, if you aren’t serious about this and you don’t have the time don’t bother. Just keep it simple.
Shitcoins are Generally Good - First, we should define a shitcoin. In my opinion, anything that is purely created for speculation. The irony is that 99.99% of the market are shitcoins but some projects are more honest about it than others.
You are gonna lose a fuck tonne of money playing the shitcoin markets. You also stand the chance of making large amounts of capital very quickly, which if you are smart, you can then play the games mentioned above.
I can’t stress the fact that you can go completely flat-ass broke trading shitcoins not knowing what you are doing. These trenches are well-trodden by professionals who have more capital, more experience and more information than you. They haven’t stopped all bear market, they are fucking born ready for the next PEPE or SHIB. What is your edge?
The chances of you buying a shitcoin out of pure luck that goes on to make you serious money is slim to fuck-all. There are thousands of complete rugs launched Every. Single. Day. Learn the trade if you must, sniff out the good accounts to follow and get ready to have sleepless nights and to start spamming the group family message with /wen_marketing, because this shit will take over your life.
If this isn’t for you stick to the point above BTC, ETH and SOL. If you are a born fucking nugget degenerate then see “Position Sizing”.
If you don’t get it, buy it - I am becoming a lot better at this next point but still struggle. A lot of the time because I struggle to think like an absolute fucking moron. But, you must be the idiot. Eat, sleep and think like an idiot, if you are to catch the almighty pump led by redacted coins.
I know I would have missed the Stepn seed round. Move to earn, like what?! GTFO. I knew better, I was investing in the future of financial technologies. All the while it went 1000x and I had 0 position. Come to think of it move to earn was such an easy sell for the rest of the world outside of the echo chamber of CT. I just didn’t get it at the time and I paid the price. Never again.
If you have a visceral reaction to something good or bad, investigate it more, there is probably something there. After all we are emotional beings and charts are just human emotions expressed in candle sticks… I think RT taught me that one.
Write, write, write - This is simple. Writing is the fastest way to growthhack your understanding of anything. You have to check your own understanding of things before you publish them or you look like a tit. Just write and do it even if you aren’t going to publish, it helps clear your mind and structure your thoughts.
Stay Healthy - I got fat as fuck during the bull market. More money, more time spent sitting at the desk. DO NOT DO IT. You need to train as you would for anything. Staying fit and healthy is a way to perform better.
You Can’t Own Everything - There will be unlimited shiny objects during a bull market. You can own them all but you will not perform well. Do your research, get the best entry you can get and let the thesis play out. If you are wrong, you will know a lot sooner in a bull market.
Over-diversification is terrible if you are looking to grow the portfolio quickly and well. You can’t physically manage all those positions as much as you would like to think so. There is also no way you know all the bull and bear cases for each token you hold too. If you do, then come work for us at blocmates because that is impressive.
The crypto markets are so reflexive that it makes no sense to be over-allocated across too many assets. Winners can often move alone but the full market pulls back together. Get conviction and stop being a little bitch.
Break your bags - This stems from the point above. You best know the bear argument for your position because if it begins to come true then you need to exit and move on. If there is no bear argument for your position then congrats you have joined a cult.
Supply Dynamics are Everything - Tokenization is such a difficult dynamic to wrap your head around if you are just starting out. But, know this... You best be aware of large token unlocks, who is getting unlocked, the inflation schedule for the tokens you hold and what the supply of your token will be 12 months from now.
If you do not know this, then you should not own a token. If you think you can simply beat the market because some 1920’s data said that HODL outperforms, then you are my exit liquidity, thank you.
Token supply increases in crypto are absolutely brutal. Large unlocks and cliffs can increase a token supply by 2x overnight. Many tokens from the last cycle will not reach their previous ATH because of the drastic increase in supply. They might hit their market cap ATH but the price could still be lightyears away. Choose wisely.
The flip side of this is that a lot of OG tokens from the early DeFi summer days are nearing complete unlocks so no additional supply is left to come onto the market. This is as close to fair pricing as you are going to get. I am not revealing what these are you will have to subscribe to The Meal Deal once it goes live.
“Just One More 2x” - If you are in the fortunate position where you say to yourself “Just one more 2x” or if you begin to look at your dream home, just sell everything right that moment. A portfolio ATH is always a good time to take some of the more fruity positions off. If you are thinking it, others are too, you are not special and you are not a market outlier. Do yourself a favour, and secure the bag.
Don’t Paperhand Bear Market Entries - If you have just been through the past two years and hated every minute of it but you stuck to the plan and bought as much of a specific asset as possible, the worst thing you can do is sell it early trying to chase other people’s winners. Put it in cold storage out of the way so you aren’t tempted to even “take a bit off and buy back lower”. If you are talented then yeah go for it, most aren’t.
Other tips not worth writing a lot about:
- Use a DEX and birdge aggregator to make sure you are getting the best price
- Always use a Ledger
- Check DeFi llama directory to find the correct URL of a site. If that faults go to their Twitter and verify.
- Get authenticator 2FA. Get off of your phone number for security backup.
- Find your crew, you can’t be everywhere.
- Make your own decisions
If you enjoyed this then please consider subscribing to The blocmates Newsletter which covers a lot of our thoughts on the market, every Friday!
Link - https://t.co/B3KNx1TkNz
We also talk to a lot of projects, founders, builders, traders and investors about this kind of thing on our podcast which is also linked below
📺 - https://t.co/QOqnROq9d9
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