IP (ivanpomidorov)

IP

Product, finance and sometimes random thoughts

15 Followers

Recent casts

So let me get this straight $GME dilutes existing shareholders by $1 billion and people are cheering? The same company that did the exact same thing in 2021 with predictable results…. Easy short.

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More than $2.2 trillion in commercial mortgages will mature by the end of 2027. Have your dry powder ready, there will be an avalanche of commercial foreclosures

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1. Many will not be able to refinance and will go out of business 2. Those that do refinance will face higher rates and will have to pass those costs down to customers 3. Either way, I’m shorting IWM

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Top casts

True. Was in Beijing and Shanghai last September. Wonderful trip. I was especially surprised by the no cash anywhere and by how nice and polite people were, great service. Just like it was surprising how much service improved in Russia in the last few years.

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I don’t like the comparisons of USD vs Zimbabwe or Venezuela or other hyperinflation scenarios. In those situations, there was 0 demand for the local currency, while the world runs on USD. Maybe at some point it won’t, but I wouldn’t hold my breath. Hedge with BTC but don’t compare apples to oranges

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Is this the behavior we want to encourage? What value do these types of posts add to the community? To me it represents the worst of the web 2 social network bullshit

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Onchain profile

Ethereum addresses