Uri Omovich

Ex trading desk at tradfi bank

Public Key

npub1e64dmuu3ar2m8xarfjux5qn6vejw7nw2ft0q93zfxhuhkz05gkts6lnwlw

NIP-57 Address

azureearwig6@primal.net

Profile Code

nprofile1qqsva2ka7wg734dnnw35ewr2qfaxve80fh9y4hszc3ynt7tmp86yt9c73shsl

Author Public Key

npub1e64dmuu3ar2m8xarfjux5qn6vejw7nw2ft0q93zfxhuhkz05gkts6lnwlw

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Last Notes

2024-09-10 13:11:10

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this is the most important fact, and the biggest distinction to the gold market. that fact that folks can make it evaporate from the cexs

2024-09-03 16:14:12

NYC rents adjusted to the money base kind of confirm the reports of the exodus narrative
https://m.primal.net/KcVk.jpg

2024-09-03 16:12:52

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There is a case to be made where the job market is already bad and folks are tapping the savings to keep the boat afloat
https://m.primal.net/KcVg.jpg

2024-09-02 14:57:13

Volkswagen is pushing for closing factories in Germany. which should be read as " we want tonclose plants in Germany and open them somewhere else with cheap labor". Amazing stuff.
Management teams allways pursue the laziest solution, therefore, relocating to China seems easy and cheap. But on the other hand the European auto industry faces BYD, and it will likely fall at their feet
https://m.primal.net/Kadr.jpg

2024-08-27 22:28:17

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this asset is entering the phase when it will only go up when it is really hated. it is still accumulating hate

2024-08-27 22:27:29

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Bitcoin's returns happen in a handful of days during each year. the rest is the price of being there for the really good days that make the returns exceptional. I don't make the rules

2024-08-27 21:55:25

Looking at bilateral trade balances is not the answer, never was. Trade must be seen in global aggregate or else you are just having different routing, same outcome for manufacturing base

2024-08-25 14:43:15

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ending the fiat monetary system isnthe first step to get rid of that elite scum

2024-08-25 14:42:21

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they will just label misinformation and hate speech anything that they don't like. that's playing in cheat mode.
https://primal.net/e/note1gf043eks92sxl7tnm3ffcssdk7w3yyz2jmqt0ryvfvr6nclf6j4qj5nkxe

2024-08-25 14:40:33

Decades of fiat money destroyed high quality products, architecture, health and art. I used to wonder what cause the swings in arts in the past. Now, I get it. They just followed the swimgs in money - from sound to unsound

2024-08-25 00:20:18

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maybe some development will push nostr there
https://primal.net/e/note18lsnzsc7hyjcqaews3xv7ug8jw55sdyymsjkhd9pywdeddz4efas9uhl0s

2024-08-24 22:53:44

After telegram, they will go after Musk and all the users that dare say anything that offends the elite. Or he gets a way, like a DAO, to make twitter decentralized, or else he risks being the attack surface

2024-08-24 22:07:09

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they are attack surfaces. social platforms need to decentralize to survive. or else they will bend the knee

2024-08-24 22:06:17

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rough times. they will frame it in the worst possible light, but basically they are choking every neck available. I would like that someone could convince Elon to turn twitter into a DAO and try to change it to a decentralized architecture. if that is even possible

2024-08-24 22:04:18

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that is very true. and likely we will need platforms like this one if we still want to have information available

2024-08-24 10:48:11

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we will need censorship robust social networks. or else is dark age again

2024-08-23 11:00:13

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Coinbase is now the place to go for folks trying to onboard Bitcoin. I actually think they will drive a lot of adoption in terms of institutionals. but what would be the place to go if you want to keep it decentralized while still retaining usability in the fiat world?
https://primal.net/e/note15746f3chf6adw5jmhdmhqxx3wmq2d9nsh2kq5k8hxd0xq2lf0srs2rts6d

2024-08-23 10:50:05

A Collection of Investment Thesis for Coinbase $COIN (Aug 2024)
The following is a collection of investment thesis for Coinbase $COIN. These are rough thought collections of where the company might be going in the mid-term. The goal of this exercise is to have these ideas tested and later on to be able to go back and compare these theses to what became reality. Hope some of this will be of help.
Thesis 1: Coinbase’s Strategic Diversification Will Allow Them To Grow Different Market Branches
As Coinbase continues to expand its product offerings into areas like staking, wallet services, and institutional finance, the company is positioning itself to have a foothold in new markets. This diversification strategy, coupled with its proactive engagement in regulatory efforts such as MiCA compliance for USDC and ongoing litigation with the SEC, enables Coinbase to shape the industry and push for a business model design that suits Coinbase and its clients. The company's ability to leverage new revenue streams (e.g., derivatives, wallet fees) and its focus on building strong regulatory foundations give them a head start that might be hard to dislodge later on.
Thesis 2: Regulatory Clarity is the Key to Unlocking Institutional Investment in Crypto, with Coinbase Poised to Lead
Regulatory uncertainty remains the biggest hurdle for widespread institutional adoption of cryptocurrencies. Coinbase’s active involvement in pushing for regulatory clarity through legislative efforts, litigation, and contributions to initiatives like StandWithCrypto are helping them shape the industry and getting a foot in the door. If regulatory clarity is achieved, institutional investors could significantly increase their allocations to crypto, with Coinbase Prime standing to benefit as one of the most trusted platforms for institutions. Furthermore, regulatory developments like MiCA in Europe position Coinbase to be the exchange of choice beyond the U.S.
Thesis 3: The Integration of Web3 and Decentralized Finance (DeFi) Platforms Will Accelerate Crypto Adoption, with Coinbase as a Critical Enabler
Coinbase’s investments in Web3 infrastructure, such as Layer 2 solutions (e.g., Base) and developer platforms, are critical to driving crypto’s utility beyond trading. As Web3 evolves and decentralized applications (dApps) become more mainstream, Coinbase’s role in providing the necessary infrastructure and tools will be key in bringing more users on-chain. By making crypto transactions cheaper, faster, and more user-friendly through innovations like smart wallets, Coinbase unlocks the next wave of crypto adoption and it becomes entrenched in the process.
Thesis 4: The Future of Crypto Lies in Global Integration, with Coinbase Pioneering Cross-Border Financial Infrastructure
Coinbase’s intention to integrate crypto into every part of the global economy—from banking and payroll to e-commerce and remittances—if executed properly, will allow it to become the backbone of a new, decentralized financial system. The expansion of stablecoins like USDC under regulatory frameworks like MiCA and Coinbase’s partnerships with fintech companies globally are steps toward achieving this vision. As crypto becomes the preferred medium for global transactions due to its speed, cost-efficiency, and permissionless nature, Coinbase is uniquely positioned to drive this transformation and benefit from the growth of international markets.
Thesis 5: Coinbase’s Developer-Centric Strategy Will Fuel the Next Generation of Blockchain Innovation
With initiatives like the Coinbase Developer Platform (CDP) and events such as the Base Camp hackathon, Coinbase is creating an ecosystem that encourages developers to build the next wave of decentralized applications. By offering tools similar to AWS for Web3, Coinbase empowers developers to create innovative solutions across industries, from finance to content creation. This developer-centric approach will unlock new business models and use cases, while also driving the broader adoption of blockchain technology.
Thesis 6: The Convergence of AI and Blockchain Will Drive the Next Era of Innovation, with Coinbase Positioned to Play a Key Role
As AI and blockchain technologies increasingly converge, new possibilities for decentralized AI systems are emerging. Coinbase, with its strong foundation in Web3 and decentralized finance, could play a critical role in this convergence by providing the necessary infrastructure for decentralized AI applications. From automating complex financial strategies in DeFi to powering decentralized content platforms, Coinbase’s continued exploration and experimentation could position it as a leader in this transformative space.

2024-08-21 11:45:58

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https://primal.net/e/note1y6n2gd9rfvsg9lafj6w8hxdsrpmlzng9vn5rq055wtrpmz948z5scs7nm7

2024-08-21 11:41:54

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It was allways obvious to me that a company like X woukd have to bend the knee sooner or later. Shame that Elon did not pursued a decentralized path where he would not be the single point of pressure for politicians

2024-08-19 23:17:54

You don't really want salaries being paid in $BTC more than you want the currency that you use pegged to bitcoin. Paying salaries in bitcoin will mean that in 10y you will receive much less bitcoin, while having a salary in a pegged ccy means you are indexed to productivity

2024-08-17 11:34:12

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what about an electric pepper grinder? what friction are you removing from the process of using both hand to squeeze a bit of pepper? Only makes sense for folks with some physical limitation, but I have only witnessed common people use it.

2024-08-14 14:21:19

Interesting that productivity remained stagnant since the german governments made it a policy to placate salaries. Maybe one needs higher salaries to incentivize productivity

2024-08-13 16:33:55

Great points on free speech. At a time EU seems to be run by lunatic tyrants
https://m.primal.net/JyZg.jpg

2024-08-13 12:59:32

this is why we are here, I guess
#note1ycp…c8p9

2024-08-13 10:01:56

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one of the things that pisses me of is bitcoin folks going after Keynes as if he was some version of Marx or some clueless econ that was lucky to be at the center of decision making and ruined it for us. The 50 and the 60s were thanks to Keynes. He understood how to heal an over indebted system without rocking the boat. that the Samuelson tribe robbed his name and tainted his ideas was not his fault. He did tryied to get back to a hard currency at BW, I don't get why folks keep associating him to fiat money, I dont think he intended to have permanently.

2024-08-13 09:56:13

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that means it has to rise to the right price, to a level where it becomes evident that there might be better alternatives for further returns. that would be BTC becoming the base layer of the financial system and allowing equities to get financing

2024-08-13 08:40:11

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Nostr has that advantage for sure. so maybe it will be the beacon for truth, even better than twitter. on the flip side it lack the same discovery process and other features. let's keep both and see where it all lands

2024-08-11 11:49:57

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this is something us europeans have been stupidly slow to understand, and we have even labelled americans as crazy because of the gun fetiche. how wrong we were

2024-08-11 11:48:10

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that is why I am trying Nostr. i really think folks will get ambushed at twitter. but honestly I am a bit lost in here

2024-08-11 11:47:02

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the dems are just payinh lip service to the BTC community. thay are simply trying to get your vote at zero cost, first you vote for them, then won't do anything for you. maybe ir will cost them the election if they undeerestimate the btc voting community

2024-08-11 11:43:54

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can one really driver the same signal here as in twitter? i have a hard time on the discovery process for good signal

2024-08-11 11:41:32

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ok, VPN is important. however, there must be other important actions. I will try to research that. other problem I have is that I am used to twitter, is this similar in terms of discussions etc... in twitter I use lists to filter folks by topic. here it seems more like, discover interesting people and just follow. it seems harder to curate

2024-08-10 19:19:11

The US capital markets, including equity markets, have benefitted from the open capital account to accomodate trade imbalances and the symetrical financial flows imbalances. That built a persistent premium in the US eqty market. Solving the trade imbalances will remove it, imho

2024-08-10 19:08:50

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is it safe to speak up on Nostr? That is my main question regarding nostr