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Thought I'd put a thread together of some resources & people I consider really valuable & insightful for anyone considering or just starting out on their @SorareHQ journey. It's by no means comprehensive, this community is super helpful so no offence to anyone I've missed off...

1) Get yourself on the official Sorare Discord group
https://t.co/1CWeyglJhu, the forum is always full of interesting debate. Got a question? Put it on the relevant thread & it's usually answered in minutes. This is also a great place to engage directly with the @SorareHQ team.

2) Bury your head in @HGLeitch's @SorareData & get to grips with all the collated information you have to hand FOR FREE! IMO it's vital for price-checking, scouting & S05 team building plus they are hosts to the forward thinking SO11 and SorareData Cups 🏆

3) Get on YouTube 📺, subscribe to @Qu_Tang_Clan's channel https://t.co/1ZxMsQR1kq & engross yourself in hours of Sorare tutorials & videos. There's a good crowd that log in to the live Gameweek shows where you get to see Quinny scratching his head/ beard over team selection.

4) Make sure to follow & give a listen to the @Sorare_Podcast on the streaming service of your choice 🔊, weekly shows are always insightful with great guests. Worth listening to the old episodes too as there's loads of information you'll take from them.
What an amazing presentation! Loved how @ravidharamshi77 brilliantly started off with global macros & capital markets, and then gradually migrated to Indian equities, summing up his thesis for a bull market case!

@MadhusudanKela @VQIndia @sameervq

My key learnings: ⬇️⬇️⬇️


First, the BEAR case:

1. Bitcoin has surpassed all the bubbles of the last 45 years in extent that includes Gold, Nikkei, dotcom bubble.

2. Cyclically adjusted PE ratio for S&P 500 almost at 1929 (The Great Depression) peaks, at highest levels except the dotcom crisis in 2000.

3. World market cap to GDP ratio presently at 124% vs last 5 years average of 92% & last 10 years average of 85%.
US market cap to GDP nearing 200%.

4. Bitcoin (as an asset class) has moved to the 3rd place in terms of price gains in preceding 3 years before peak (900%); 1st was Tulip bubble in 17th century (rising 2200%).
There has been a lot of discussion about negative emissions technologies (NETs) lately. While we need to be skeptical of assumed planetary-scale engineering and wary of moral hazard, we also need much greater RD&D funding to keep our options open. A quick thread: 1/10

Energy system models love NETs, particularly for very rapid mitigation scenarios like 1.5C (where the alternative is zero global emissions by 2040)! More problematically, they also like tons of NETs in 2C scenarios where NETs are less essential.
https://t.co/M3ACyD4cv7 2/10


In model world the math is simple: very rapid mitigation is expensive today, particularly once you get outside the power sector, and technological advancement may make later NETs cheaper than near-term mitigation after a point. 3/10

This is, of course, problematic if the aim is to ensure that particular targets (such as well-below 2C) are met; betting that a "backstop" technology that does not exist today at any meaningful scale will save the day is a hell of a moral hazard. 4/10

Many models go completely overboard with CCS, seeing a future resurgence of coal and a large part of global primary energy occurring with carbon capture. For example, here is what the MESSAGE SSP2-1.9 scenario shows: 5/10