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John E Deaton
JohnEDeaton1
THEORY 1: POLITICAL REVENGE It is known both in the crypto community and the Gov’t that Clayton is perceived to be anti-crypto. President Trump stated that he does not favor
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Philip Gunst
GunstPhilip
New long-term-position (2nd largest) added to the portfolio - Wolfden Resources $WLF.V Kurs: 0.26Mcap: 33M CADBørs: TSX-V (Canada)Ownership:Altius: 14%Kinross Gold: 10%Insiders: 9%Bear Analyst PT: 0.45 (+80%)Avg. Analyst PT: 0.7 (+180%)Bul
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Blue Canaries
CanariesBlue
1. "The Communist Party of China (CCP) is determined to transform the international order, to shape the world in its own image, without a shot being fired." - from book,
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Ari Paul ⛓️
AriDavidPaul
Some anecdotes on where the new money has come from to bid BTC from $10k-$18k. Retail inflows have been relatively muted. The crypto industry is at relatively low leverage. So
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Endorsen
Endorsen
1/10 A thread on #Bitcoin , and its contronversial energy consumption. A waste of energy or a solution for stranded and cheap energy?Let's debunk itA Thread @danheld @Breedlove22 @GAMdotAI @michael_saylor
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Andrew Køng
Rewkang
LIQUIDITY BLACK HOLE THEORY There exists a token-based AMM design That threatens to create a liquidity blackhole Pulling in assets from everywhere CEXs, DEXs, Cold Storage, etc. I'll break it
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Danny Diekroeger
dannydiekroeger
~ Bitcoin's Difficulty Adjustment ~How does the bitcoin network ensure that blocks continue to get mined once every 10 minutes on average?In this thread I'll explain the Difficulty Adjustment, and
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Frontline Llama
valley_llama
Gold stocks.Commodity inputs, commodity output.Poor capital allocation.Poor governance.Growth capex > depletion.Upside operating leverage dampened by resource nationalism.LT fair multiple for an average stock: 20.Fair multiple for a gold
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slovborg
Why I'm convinced Biden administration would go for military intervention in Brazil.We know the environmentalism talking point (Biden even brought it up specifically during the debates) and that Bolsonaro is
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Lyall Taylor
LT3000Lyall
Value investing seems to suddenly be back in vogue, and the old saying "good things happen to cheap stocks" starting to work again. When you trade at half of one
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🕯 Mitchell Mhlanga 🇱🇸
MimiReeds
Southern African History:Botswana Kgosi Khama III (1837–1923) was the King of Bangwato people. Ancestry and Youth :During the 18th century, Malope, chief of the Bakwena tribe, led his people
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Gold Ventures
TheLastDegree
Important announcement to the banksters: you get the win nowtired of losing mental capital on time decay, I will convert the earlier sold leverage call options into physical gold oz
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Travis (not a Cylon) Kimmel
coloradotravis
Let's imagine for a moment that I am the democratically elected God-Emperor of a medium sized country called Travistan (the people insisted we change the name).And that we have a
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Carrie A. Goldberg
cagoldberglaw
Section 230 did not create the internet as we know it. The shift from subscription based profit models to "free" user data-mining and advertising profit models is what created the
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Tim Warman of Fiore Gold
twarman
1/17 As a diversion from all the gold price talk, some thoughts on working capital & heap leach operations based on our experience of getting the @FioreGold Pan Mine up
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Spirit of the Dame
SpiritDame
OK, let's unpack this."We want peace. Stop the killing of our people"Who's killing 'your people', other than the 34-80 TIMES greater chance of a woman being the victim of domestic
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