6 Comments
Aug 16, 2022Liked by Ansem

Great article, was great to read it. Exactly the macro overview I needed.

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Great article and thank you for writing again. As a fellow Eagles fan/Philadelphian I know you probably have some thick skin, and I appreciate you getting back out here and providing alpha. One comment I would make as it relates to the future market narratives is a big player entering the space and selling an "application" story that resonates. For example - https://therealdeal.com/2022/08/15/andreessen-horowitz-backing-adam-neumanns-bid-to-disrupt-resi-market/amp/ If someone can tie an issue that everybody believes (millenials can't own homes as they are too expensive) with crypto providing some sort of solution... that is one hell of a narrative change.

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Another fire ass article bro!! fuck that bird app if thats what it takes.. Thanks for the alpha.

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Aug 16, 2022Liked by Ansem

Hey man, great article, just wanted to add a note on $CHZ, big one to watch out for especially with the World Cup this December, will be interesting to see how it performs during the World Cup as they are already quite known in the football community.

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Still questing in DFK? I've fallen off personally

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Aug 18, 2022·edited Aug 18, 2022

Hey! It's been a while. Thanks for getting back to writing. Much appreciated. Just started to accumulate $FUBO shares on the back of World Cup narrative and now $CHZ will become a nice addition to this portfolio. This is the next narrative both stocks and crypto alike imo (writing from europe, so might be biased), but we'll see. Here is a nice hub for WC insights, just released this week by Nielson https://www.nielsen.com/insights/2022/fifa-world-cup-2022-data-hub/

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