wajahatmughal

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What an awesome week it has been
Crypto has an exception feature, you can experiment and create things you could never do in traditional markets. That's why it's the perfect venue for a new financial primitive altogether, for us, the financialisation of space.
Think about what this actually enables. Any asset, any cash flow, any frontier industry can now be wrapped, made liquid and owned by anyone on the internet from day one. The things that created generational wealth have always typically been inaccessible. Whole categories of value that were never investable are about to become markets,
TOKEN-0.27%
STREAM+0.68%
You do not even need to be a degen to make money on Robinhood.
The volumes are so strong, it doesn't matter what you touch, it will print you money.
The alpha is to track:
- Volumes
- New pairs
- High fee tier pools
- New stock listings
Bridged practically everything to RH chain to capture this, not too late.
Put that hood up
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HOOD+0.45%
AAVE v Morpho
The battle of the 2 big money markets is getting tighter.
@aave is the 2nd largest app in DeFi by AUM followed by @Morpho in 3rd place.
These have really cemented their place as the go to for DeFi lending/borrowing and I see them both, only growing from here.
The next era of growth comes from non-crypto native assets. What I mean by this is new asset classes we're tokenising currently:
1. Equities - It's started already, there is still alot more work to be done but as the asset issuers like xStocks, Ondo, Coinbase, Dinari etc all improve, get more traction/AUM and the friction
AAVE+0.19%
MORPHO-3.30%
ONDO-0.82%
COIN+1.80%
The bears are in disbelief
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The home of finance
Londonmaxxing
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HOME+0.29%
One company you can always bet on is $AMZN
- $200.6 billion in revenue in a single quarter, the first time it has ever crossed $200B in 90 days
- Revenue grew 20% year over year with EPS beat (ignore the anthopric valuation)
- Operating income hit $27.5 billion, up 43% in one year, profits growing twice as fast as revenue
- AWS did $42.2 billion in revenue, up 37%, fastest growth in over 4 years
- AWS has a $496 billion backlog
- Amazon's AI (tranium) business has crossed a $25 billion annual run rate with multi gigawatt commitments from Anthropic and OpenAI
- Jassy confirmed Amazon may start
AMZN+1.94%
NVDA-0.09%
The space sector needs crypto
Crypto needs the space sector
It’s time
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Very refreshing to see my mutuals all over the timeline again
a very big gm to you all
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So $SPCX is down 35% from the highs.
Spent sometime looking at ways to express the bet on ‘launch’ with 300+ this year & thousands of satellites alongside.
Tickers for ‘launch’, marketcap & how much they’re off the highs
SPCX $1.93T -36%
BA $168B -13%
LMT $123B -25%
NOC $76B -30%
LHX $54B -23%
RKLB $51B -46%
FLY $4B -67%
AVIO €1.5B -51%
Everyone is sleeping on space.
SPCX+1.95%
BA+2.71%
LMT-1.14%
NOC-0.01%
LHX-1.17%
The AI wave has created multiple trillion dollar companies.
There is going to be another sector.
Trillions in market cap, commercial usage & the ‘chatGPT moment’ coming.
The more I chat with founders, research the bottlenecks and how they’re being solved for & see the innovation coming over the next decade the more conviction I have.
The sector is _____
I can’t take it anymore!!!
Felt tachycardic the entire second half. How do we go to sleep after that???
That was the bloody trenches, come on you backed beans
🏴󠁧󠁢󠁥󠁮󠁧󠁿
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Some stuff on my watchlist from ATH:
HYPE -8%
ZEC -37%
LIT -46%
BTC -50%
DRV -53%
MORPHO -54%
ETH -64%
METADAO -68%
SOL -72%
AERO -78%
PENDLE -80%
GRASS -86%
AAVE -87%
HYPE-1.18%
ZEC-4.11%
LIT-4.99%
BTC-0.07%
DRV+1.96%
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19 assets in the world over $1 trillion, one of them is Elon Musk himself
Elon Musk > Bitcoin
wow
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BTC-0.07%