Thulo Mokati @thulo_mokati
Finance, tech, Full send. South Africa Joined July 2021-
Tweets127
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Following113
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youtu.be/YKQiIDuHpTk Quick 5-minute overview of current long-end bond weaknesses
One of the best NFT convos I’ve ever witnessed. If you haven’t tuned into the episode with @RaoulGMI and @batsoupyum, do yourself a favor. How good? Watched it with my wife. After, she said verbatim: “Okay, you get a couple more of those NFT things.” Luckily, she only knows…
One of the best NFT convos I’ve ever witnessed. If you haven’t tuned into the episode with @RaoulGMI and @batsoupyum, do yourself a favor. How good? Watched it with my wife. After, she said verbatim: “Okay, you get a couple more of those NFT things.” Luckily, she only knows…
Due to popular demand, here is your guide to collecting digital art with the great @batsoupyum... Enjoy!
What I have come to refer to as Bullish Liquidity Super Regimes occur every couple of years like clockwork. We just had to wait a little longer than usual this time round. These are not your average risk-on regimes. New report with updated cycle forecast dropping tmw at…
📌 In case you missed it: Zoom out, go touch some grass/sand, and most importantly, learn to be fcking PATIENT!! Enjoy... 00:00 Intro 00:30 Market Chaos 01:42 Don’t F*ck This Up! 02:52 2030 Economic Singularity 03:27 Global M2 & Bitcoin 05:12 Solana’s Dip 06:17 Financial…
A LOT of people have asked for my year-end considerations around liquidity. Here we go! This "wheel of the liquidity cycle" is what you need to understand to assess where we are in the liquidity cycle imho. More -> stenoresearch.com/steno-signals-…
2 billion people trust Google Maps. But most people still don't know its full potential. Here are 15 amazing things Google Maps can do:
Today, we shared evals for an early version of the next model in our o-model reasoning series: OpenAI o3
The investors’ spending behaviour in the #Bitcoin ecosystem, is far from random - it follows a predictable power-law decay. Our latest research uncovers how the age of coins directly influences their likelihood of being spent. 🧵
New @FT big read with @valentinaromei & Will Crofton on why America’s economy is soaring ahead of its rivals US labour productivity has grown by 30% since the 2008-09 financial crisis, more than three times the pace in the Eurozone and the UK and far outstripping that of other…
The level of Quantum Computing skepticism today reminds me of the average person who spends 10 minutes researching Bitcoin and then dismissing it as valueless. Quantum Computing is real. It will change the world. MASSIVELY. QC will break Bitcoin if we do not upgrade it. The…
A total of 88 companies have delisted or transferred their primary listing from London’s main market this year with only 18 taking their place, according to the London Stock Exchange Group. on.ft.com/3Da4hNx
Omg.. this is exactly what I have been saying.
1/2 The percentage of respondents that expect stock prices to rise over the next 12 months. The survey began in May 1987.
Still too much blue on SaylorTracker.com.

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