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1. You also have to give them a landing. It's tempting, I know, to take the pent up rage out on the only ones who respond to you (like @ProjectLincoln!) or Never Trumpers like @RadioFreeTom or @BillKristol bc they were "guilty" in the past or "waited too long" like @WalshFreedom
2. but at each of the big inflection moments where Trump lost support I've begged non-Rs to consider the fact that if Trump supporters see that they have nowhere to go, they will stay w the only people that DO accept them, & the price might actually be the collapse of democracy
3. which, until Weds, some people thought I was being hyperbolic about. I WASN'T! When the MAINSTREAM of a major political party divorces themselves from democratic norms & values & its supporters turn to a fictionalized world to justify their political party's actions, your
4. country's stability is at risk & one by-product of poor messaging on the Dem side is that extremism on the Right was able to not only take root in the Rep Party, it was able to take OVER the R party & become the party's mainstream- pinnacled w the presidential win via the EC
5. of Donald Trump, w/o the GOP paying any electoral price for their extremism. A healthy Rep Party might have found the courage to reject Trump's nomination & accept the short term costs that would have come w refusing to endorse his 2016 candidacy. But the Rep Party of 2016
If we want more Republicans to exercise Murkowski-like courage, we desperately need election reforms to allow them to do so without fearing for their political futures. https://t.co/pre6aLpnje
— Lee Drutman (@leedrutman) January 9, 2021
2. but at each of the big inflection moments where Trump lost support I've begged non-Rs to consider the fact that if Trump supporters see that they have nowhere to go, they will stay w the only people that DO accept them, & the price might actually be the collapse of democracy
3. which, until Weds, some people thought I was being hyperbolic about. I WASN'T! When the MAINSTREAM of a major political party divorces themselves from democratic norms & values & its supporters turn to a fictionalized world to justify their political party's actions, your
4. country's stability is at risk & one by-product of poor messaging on the Dem side is that extremism on the Right was able to not only take root in the Rep Party, it was able to take OVER the R party & become the party's mainstream- pinnacled w the presidential win via the EC
5. of Donald Trump, w/o the GOP paying any electoral price for their extremism. A healthy Rep Party might have found the courage to reject Trump's nomination & accept the short term costs that would have come w refusing to endorse his 2016 candidacy. But the Rep Party of 2016
1/ A thread on Nexgen’s Arrow & the #uranium cycle ($NXE)
2/ Given the scale and cost structure of Arrow, it makes sense that investors are intensely focused on its delivery timeline. This thread will discuss possible timelines, current market expectations (i.e., what’s “priced in”) & how different Arrow scenarios will impact the mkt.
3/ As you can see from the litany of responses to Michael’s tweet, there is great skepticism in the market regarding Arrow’s timeline. This is largely due to a bearish narrative conveyed by competing CEO’s whose assets only hold value if Arrow is substantially delayed.
4/ Those who played “King of the Hill” as a child would remember that it is the person at the top who is constantly attacked, not the kid sitting at the bottom of the hill in the mud. No one cares enough about that kid to attack them. This is a good parable for $NXE & Uranium.
5/ First a quick note on “this cycle” – Segra generally defines this cycle as the deficits forecasted from the mid-2020s to late-2030s. When people imply an asset producing in the mid-to-late 2020s will “miss the cycle”, they clearly have not done any real S/D modelling.
Can anyone tell me an estimated time frame that Nexgen could be permitted, start building their mine and be producing #uranium ??? @quakes99 @JekyllCapital @travmcph @NexGenEnergy $nxe
— Michael Pierce (@Big_U_Dawg) January 22, 2021
2/ Given the scale and cost structure of Arrow, it makes sense that investors are intensely focused on its delivery timeline. This thread will discuss possible timelines, current market expectations (i.e., what’s “priced in”) & how different Arrow scenarios will impact the mkt.
3/ As you can see from the litany of responses to Michael’s tweet, there is great skepticism in the market regarding Arrow’s timeline. This is largely due to a bearish narrative conveyed by competing CEO’s whose assets only hold value if Arrow is substantially delayed.
4/ Those who played “King of the Hill” as a child would remember that it is the person at the top who is constantly attacked, not the kid sitting at the bottom of the hill in the mud. No one cares enough about that kid to attack them. This is a good parable for $NXE & Uranium.
5/ First a quick note on “this cycle” – Segra generally defines this cycle as the deficits forecasted from the mid-2020s to late-2030s. When people imply an asset producing in the mid-to-late 2020s will “miss the cycle”, they clearly have not done any real S/D modelling.
Back with another #FreeLoveFriday. Last time, we covered how Mastercoin/@Omni_Layer pioneered digital asset issuance on blockchains. Today, let’s discuss @Chainlink and the vital role it plays in connecting blockchains to the real world.
I have said repeatedly that digital asset issuance is the killer application for blockchains. The next frontier is bringing real world assets to networks like @AvalancheAVAX, but we often face a significant problem:
Namely, how do you get data from the real world onto blockchains and into applications running on them? More critically, how do you achieve that securely and transparently in real-time? Smart contracts are tamper-proof, but they're only as reliable as their input data.
Enter ChainLink in September 2017, with a whitepaper outlining a vision for a decentralized network of “oracles,” entities that inject facts from the external world into blockchains in a suitable format for smart contracts.
Until ChainLink, oracles were trusted and centralized. This is a huge problem for high-value assets and smart contracts. High value projects, such as @CelsiusNetwork, @synthetix_io, @Aaveaave and others depend critically on oracle data.
Back with another #FreeLoveFriday. My first thread focused on what I love about Bitcoin, and features we borrowed for @AvalancheAVAX. Today, let's focus on @Omni_Layer, or as OGs knew it, Mastercoin https://t.co/fXFgmaeUEz
— Emin G\xfcn Sirer (@el33th4xor) January 15, 2021
I have said repeatedly that digital asset issuance is the killer application for blockchains. The next frontier is bringing real world assets to networks like @AvalancheAVAX, but we often face a significant problem:
Namely, how do you get data from the real world onto blockchains and into applications running on them? More critically, how do you achieve that securely and transparently in real-time? Smart contracts are tamper-proof, but they're only as reliable as their input data.
Enter ChainLink in September 2017, with a whitepaper outlining a vision for a decentralized network of “oracles,” entities that inject facts from the external world into blockchains in a suitable format for smart contracts.
Until ChainLink, oracles were trusted and centralized. This is a huge problem for high-value assets and smart contracts. High value projects, such as @CelsiusNetwork, @synthetix_io, @Aaveaave and others depend critically on oracle data.
Virtual currency. (2010) ⚡ Threat to the dollar. (2020)
A how-it-started salute thread to the first #Bitcoin news article on its 10th anniversary.
🎂🎂🎂🎂🎂🎂🎂🎂🎂🎂
2/ The first MSM article on #Bitcoin appeared in @pcworld on December 10, 2010.
A few articles before it referenced BTC (in brief or in passing), but this article had a new narrative: Bitcoin for censorship-resistant payments.
3/ @wikileaks had been de-platformed by PayPal and the author was out to explore how #Bitcoin, an upstart digital money might come to its aid.
How about an entire currency based on peer-to-peer technology?
4/ The idea was weeks old – first suggested by @nardoism in November – but it proved polarizing.
@orionwl thought Wikileaks accepting #Bitcoin would be a “great moment.” @jgarzik argued it might encourage governments to attack the network.
https://t.co/X6vGklqrB0
5/ But if Bitcoiners were split on the idea. The author made it clear he thought #Bitcoin might be ready for primetime.
After all, he argued #BTC was then increasingly being used in trade.
A how-it-started salute thread to the first #Bitcoin news article on its 10th anniversary.
🎂🎂🎂🎂🎂🎂🎂🎂🎂🎂
2/ The first MSM article on #Bitcoin appeared in @pcworld on December 10, 2010.
A few articles before it referenced BTC (in brief or in passing), but this article had a new narrative: Bitcoin for censorship-resistant payments.
3/ @wikileaks had been de-platformed by PayPal and the author was out to explore how #Bitcoin, an upstart digital money might come to its aid.
How about an entire currency based on peer-to-peer technology?
4/ The idea was weeks old – first suggested by @nardoism in November – but it proved polarizing.
@orionwl thought Wikileaks accepting #Bitcoin would be a “great moment.” @jgarzik argued it might encourage governments to attack the network.
https://t.co/X6vGklqrB0
5/ But if Bitcoiners were split on the idea. The author made it clear he thought #Bitcoin might be ready for primetime.
After all, he argued #BTC was then increasingly being used in trade.
1/ Well looks like folks wanted a 121 tweet tl;dr thread of my annual crypto theses. I was rooting for "delete account" to win the poll below instead, but here goes...
121 crypto theses for 2021.
(not investment advice)
2/ Get the full report here!
It's on the industry's banned books list, so you know it's good and deliciously irreverent.
3/ 1.1 Buy BTC. Buy ETH. Buy DeFi.
(political speech, not investment advice)
There's real fundamental drivers behind these assets today vs. 2017. I think we'll hit $100k / BTC next year, and $3 trillion of crypto market cap next cycle.
4/ 1.2 Buy BTC.
Not my advice, but it is from Paul Tudor Jones, Stanley Druckenmiller, Cathie Wood, Bill Miller, Raoul Pal, Chamath, and dozens of other institutional investors.
The digital gold narrative has stuck because of this:
5/ 1.3 Buy ETH.
Ethereum is the everything marketplace + settlement layer for a new decentralized financial system.
It will clear $1 trillion of on-chain transactions this year; the beacon chain upgrade has gone smoothly so far; ETHE will pull in big $$$ (more on that later).
121 crypto theses for 2021.
(not investment advice)
Should I do a 121 tweet thread on the theses for you ingrates, or would you like me to delete my account?
— Ryan Selkis (@twobitidiot) December 10, 2020
Only two options:
2/ Get the full report here!
It's on the industry's banned books list, so you know it's good and deliciously irreverent.
3/ 1.1 Buy BTC. Buy ETH. Buy DeFi.
(political speech, not investment advice)
There's real fundamental drivers behind these assets today vs. 2017. I think we'll hit $100k / BTC next year, and $3 trillion of crypto market cap next cycle.
4/ 1.2 Buy BTC.
Not my advice, but it is from Paul Tudor Jones, Stanley Druckenmiller, Cathie Wood, Bill Miller, Raoul Pal, Chamath, and dozens of other institutional investors.
The digital gold narrative has stuck because of this:
5/ 1.3 Buy ETH.
Ethereum is the everything marketplace + settlement layer for a new decentralized financial system.
It will clear $1 trillion of on-chain transactions this year; the beacon chain upgrade has gone smoothly so far; ETHE will pull in big $$$ (more on that later).
1/9 #BSC Daily from
2/9 #BSC Daily from
#PancakeSwap Welcomes @SoteriaFinance to Syrup Pool
— PancakeSwap \U0001f95e #BSC (@PancakeSwap) January 20, 2021
Stake $CAKE, Earn\xa0$wSOTE!https://t.co/liMimqoGDy
2/9 #BSC Daily from
Learn how to trade your #BinanceSmartChain assets on the @OpenOceanGlobal DEX aggregator, from within the @TrustWalletApp DApp browser.
— Trust - Crypto Wallet (@TrustWalletApp) January 20, 2021
Combine the best rates for your trades, from 3-4 different exchanges \U0001f680
Step-by-step how-to guide, here \U0001f447
