Founder @RoyaleWeb3 | @MortalsHQ Trying to do my part to make Web3 better
Joined January 2022
- Tweets57K
- Following3.4K
- Followers35.7K
- Likes114K
everyone in crypto is asking what happens to crypto when quantum computing advances.
let's take this question a step further
what happens to the rest of the world?
banking systems, government secrets, military communications, power grids, water systems, telecommunications.
yeah we are talking about a potential threat to the security of the ENTIRE digital world.
NOT just ₿
SnarkW retweeted
$NBIS $IREN
I really hate that Elon is talking publicly about his “competitors” like this, but he is right.
I deep dived almost every single company in the neocloud sector and many of them are not investable. There are several issues with them:
1) overleveraged
2) all their capacity signed at terms that are not profitable or not profitable enough to justify the dilution and debt profile
3) not enough of technical capability within the company
4) connected to 3), but simply outclassed by other competitors
Only the strongest will survive. I am pretty certain that $NBIS, $IREN, and $CRWV are now the leaders and will succeed (based on what I believe/researched as of today). There are few of them that can make it such as $CIFR, but the R/R is simply worse
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
we have 65k members in @RoyaleWeb3
but numbers mean absolutely nothing to me
ONE REAL ONE can be worth more than 65k people
(if you are really looking to learn and improve yourself, you are more than welcome to join us)
discord.com/invite/attnMAEDy…
why would i spend five figures on a single NFT?
simple: the community
ofc art, reputation, experience, hype etc. matter
but the quality of the people inside matters way more
imagine being surrounded by people who help you grow, discover opportunities, build lifelong friendships along the way
that's something money alone can't buy
MORTALS
SnarkW retweeted
Its early for @RoyaleWeb3. It is being forged and shaped around the finest long term players and OGs you see actively on your timeline daily
@snarkw_ and his team intentions are clear: make it a place to withstand bears and bulls, and prevail over ruggers and flippers
Its early
A title built around reputation, contribution, and commitment.
OG Royale applications are now open
royaleweb3.com/apply
FREE
Mortals #447 just sold!
💰 Price: 0.268 ETH ($634.11)
👤 Buyer: 0x2f89...6547
opensea.io/item/ethereum/0x8…
my personal message to stock market investors
yes, US could enter a recession. that's a whole different discussion.
one thing you should never forget:
america is still the center of the investment world. the greatest companies in history came from america.
and the next generation of billion-dollar companies is being built there as well.
that's not changing anytime soon.
stop focusing so much on government debt in the short term. look at the bigger picture.
frens, i can't keep up with all these DMs
pls stop DMing me about Mortals OTC deals
if you want to be part of Mortals, buy from secondary. that's the only way. we literally tried to sell these NFTs for $20 back then.
you didn't trust us. you didn't mint.
now you are showing up in my DMs like we owe you something. who was right? me or you :))
not selling out was a failure, no doubt.
but the lessons we learned from that failure were worth far more than a sold out mint.
love you all
While some people in Web3 sleep on Mortals, Web2 investors do not sleep and see the value in Mortals.
Biggest difference between Web3 investors and Web2 investors is that Web2 investors do not have a price sensitivity when they realize the upside in a project, whereas Web3 investors/collectors are usually degens and look for cheaper entries and miss the train most of the time.
New website and whitepaper coming very soon.
GM
let me explain how buying stocks actually works in the simplest way possible
imagine there is a supermarket in your neighborhood
business is good. customers keep coming, and the store is profitable
then the owner wants to open more stores in other neighborhoods to grow the business. why not?
but there is one problem
he doesn't have enough capital to expand
so he decides to take his company public and sell a portion of it to investors
let's say the company is valued at $1 million after the offering
he sells 20% of the company to investors for $200,000.
now he owns 80%, and investors own the other 20%
the company uses that $200,000 to open new stores
then if everything goes well, the business grows, attracts more customers, and generates more profit
so how do investors make money?
first, as the company grows, the value of their shares may increase
second, the company can use its profits to create more value for shareholders
there are three common ways to do this:
dividends: the company distributes part of its profits directly to shareholders as cash
reinvestment: the company uses its profits to open new stores, expand operations, potentially increase its long-term value
share buybacks: the company buys back its own shares from the market, potentially increasing the ownership percentage of remaining shareholders
ofc none of these guarantee returns. businesses can fail, and stocks can lose value as well
here's what i want you to understand:
when you buy a stock, you are not just buying green and red numbers on a screen
you are directly buying a small piece of a real business
that's why before buying any stock, you should ask yourself one simple question:
do i actually want to own part of this business?
remember, just because a company doesn't distribute cash to shareholders today doesn't mean it's a bad investment
what matters is how efficiently it uses the money it earns
one last thing:
the goal isn't just to find a great business. it's to buy a great business at a reasonable price
because a great company and a great investment aren't always the same thing
