CIO of Ramiel Capital (@ThinkingUSD)
Cryptocurrency Researcher at Carnegie Mellon University (cryptotrade.cylab.cmu.edu/about.php)
Joined November 2019
- The failed BIP-110 fork is bullish. My fear was that the split would be 30:70 and the read-through would be that a quantum upgrade is too hard to get consensus on. The 1:99 split suggests there is strong cohesion in the industry.
- BTC looking good here
- Google leaning into spending more at any cost and the market hates it. I suspect that these guys feel trapped and the humiliation ritual where they destroy shareholder value will continue for another quarter.Listen for google to break the humiliation ritual tonight of buying everything at 80% gross margins for their vendors in a mass wealth transfer from their shareholders to the investors of their suppliers.
- Listen for google to break the humiliation ritual tonight of buying everything at 80% gross margins for their vendors in a mass wealth transfer from their shareholders to the investors of their suppliers.

