Panda Analytics retweeted
A hedge fund manager who runs circa $100m set up a ecommerce site to diligence Shopify.
He spends one hour per month on it now & it is currently doing $30k in monthly revenue at 30% free cash flow margin.
Love it. One way to defray a funds startup costs.
(He is on Twitter).
Panda Analytics retweeted
Must read thread. This is exactly how I see current financial markets as well. #bitcoin might be(come) the last asset not yet mortgaged.
Panda Analytics retweeted
Unfortunately, sometimes the assets you are forced to sell are also being forced to be liquidated by others and a vicious cycle can commence.
When there is leverage involved things can get out of hand in a hurry and that is exactly what happened to #Bitcoin today...
Panda Analytics retweeted
BREAKING: There are multiple members of Congress that are now self-quarantining themselves because of fear that they may have contracted the coronavirus.
My guess is that there will be many more in coming weeks.
Panda Analytics retweeted
China prints $174 billion to offset economic effects of coronavirus decrypt.co/18294/china-print…
Panda Analytics retweeted
Or along side a risk asset.
Both in a clear uptrend.
Seems like a pause before continuation up.
Market structure alone is more bullish than bearish.
A simple yet powerful fundamental concept.
BTC CME vs SPX
Panda Analytics retweeted
I hope all of you have a proper stack of mango claw for the game and the Asia open.
Did we just land or is this the runway for takeoff?
Stay safe and good luck.
#perspective
Panda Analytics retweeted
The Block has compiled a list of resources and tools we have found valuable in our research process
theblockcrypto.com/post/1057…
Panda Analytics retweeted
Bitcoin’s trading around $9,000 once again but technical indicators show it may have gone up too far, too fast trib.al/j032LVt
Panda Analytics retweeted
NYC/XRP Livestream from Lair East, New York City
m.facebook.com/story.php?sto… @DevNullProd @finallyx @Manny_Alicandro @PaperStProjects @pblin @justinzgoh @quadency @roninai @PandaAnalytics @billxing_panda #TheGinzburgLife
Panda Analytics retweeted
Replying to @paperstprojects
The information I'm learning about our speakers has caused many questions to come to mind. I suggest everyone familiarize themselves with the work of @ozsultan @PeterBorovykh @quadency @PandaAnalytics.
Play your cards right and you may get an opportunity to pick their brains.
Panda Analytics retweeted
I got insulted by *two* major cryptocurrency figures today! People say fun things about me all the time, but I do think this is a bit of a record.
teapawt.org/CalvinAyre/status/1199…
teapawt.org/adam3us/status/1198899…
Replying to @bramcohen
it's like looking to elizabeth holmes for the state of biotech. what'd you expect.
Panda Analytics retweeted
Call me crazy, but it wouldn't surprise me if BTC closes 2019 at $10k+ .. opportunities like this (#bitcoin below S2F model value, 6 months before the halving) are rare.


























