I post on Patreon for 6 years now: patreon.com/c3nik/join – Don't base investment decisions on my posts. Disclaimer: bit.ly/3kXnzIT
Joined April 2018
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- Following 799
- Followers 29,268
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1,464 Photos and videos
Pinned Tweet
22 Dec 2022
What keeps me going is feedback like this:
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This.
(Except the salary for the Professor is only a fraction)
Jun 13
Not exactly. In Europe it is the gerontocratic professor that has to be paid $600k, while the young guy is generously allowed to do all the work for a modest salary. And any paper eventually published or any discovery has to be credited to the professor first. Ask me how I know
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On X, instead of getting new interesting content, you now get the same content in 30 different versions.
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By deploying AI, and enabling more AI slop, „social“ media companies will probably kill their own cash cow in the process. These platforms run the high risk of becoming unusable, one could argue that they already are.
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It’s only a matter of time until models akin to Anthropic‘s Fable / Mythos become available to everyone.
That’s when the real security implications will start to hit. Companies will have to develop capabilities to counter this, fast.
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We are deep in the bear market phase in which people on "Crypto X / Twitter" are just toxic. I have decided I do not want to add to that.
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How I use X nowadays:
- Open it every couple of days
- Realize that the first 5 posts I read are rage bait and / or factually wrong
- Close it again
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To become a successful investor, you have to hunt in the shadows.
The best opportunities arise when people unanimously say "This is over", "It's dead", "It will never come back"… that's when you need to be patient and look for interesting opportunities.
Go where it hurts.
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Europe is regulating itself into the ground.
I live in Germany, and it's truly depressing to witness.
I wrote about this issue on my blog a few years ago… sometimes I hate being right.
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New blog post:
In this post I explore key reasons behind the current state of crypto and what I do about it.
patreon.com/posts/160123804
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My Pro tier subscribers on the Patreon blog were protected from the crypto sell off, the latest asset I covered in detail is up more than 50% in the last 30 days while the market sold off overall.
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C3|Nik (not investment advice) retweeted
Jun 3
The winners will be the ones who ride the wave, not hide from it. Followed you g
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"AI will take your job" gotta be the worst marketing slogan, ever.
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C3|Nik (not investment advice) retweeted
May 26
Yesss
Important update on my blog:
The market apparently starts to realize this…
patreon.com/posts/159276929
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Important update on my blog:
The market apparently starts to realize this…
patreon.com/posts/159276929
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New blog post:
patreon.com/posts/158416312
In this update, I cover the following highly relevant questions:
- What has changed since April 29, and did my previous assessment hold up?
- How bad is the strait situation really and is the market pricing it correctly?
- Did the US-China summit produce anything that matters?
- Who is behind the 27.7% earnings growth headline… and what happens when you strip them out?
- Are AI companies spending too much on infrastructure or is this time different?
- What is the S&P 500 actually telling you right now and what is it hiding?
- Why is crypto still stuck while equities hit new highs?
- Where does the balance of risk and support sit heading into the second half of 2026?
- Is crypto dead?
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Quick update to the Pro tier post.
The thesis I formulated in March has been playing out remarkably well. I am happy that the deep research is paying off with respect to this asset.
The investment thesis was quite complex but I think also logical.
patreon.com/posts/152632173
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Companies do not die because they are inefficient.
Most of them die because they were perfectly optimized for a world that seized to exist.
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