@FrontierAT4
Five full days of waiting as a man let a herd of wild boars get comfortable with his trap, wandering in like it was a free buffet.
Then, the second the last one stepped inside, he slammed the gate shut.
Watch the dust fly as the boars realize there's no way out.
Absolute chaos in a circle.
Writer: Daniyal
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Volumes are actually down a bit this week (1,001 lots of GKS and 16 lots GOM LNG yesterday, and earlier this week a day with no LNG trades and sub 1k GKS - I don’t have today’s closing volume data yet).View quoted post on X
It’s important to understand that volumes won’t trend up without more onboarding, and this won’t always be a week-over-week trend right now. FBOT and more product launches (driving more network onboarding) are key here. Quarter-over-quarter will be a more important time frame than day over day or week over week volume volatility right now. More liquidity makers, more liquidity takers are in the process of onboarding now.
That all said, that we have shown 2k+ gold days and cargo+ LNG days (plus OI in both) is the game changer. It’s catalyzed more onboarding and validation. It will still take time, but it’s now ours to lose IMO (but almost none of it is priced in anyway imo, still a low single double digit at best probability of success priced in to our exchange, and no value for tech yet even with the stock doubling, as the “13$” chart-anchored base value was so ridiculously underpricing the opportunity and execution before — nothing is “priced to perfection”, still the opposite imo).
Coca-Cola went public in 1919 at $40 a share. One year later it was $19 – down half – and the family that had owned the whole business bought it in the 1880s for $2,000
this is Warren Buffett at 68, in a room of Florida MBA students, walking through the single stock he is most identified with and explaining why the worst year was irrelevant
the point he is making is not that Coke was cheap – it is that the price collapsed 50% while the business itself was fine
he goes on to what he actually watches instead of the price – volumes, pricing power, and where the growth is coming from ten years out
no slides – no notes – no prepared remarks, and no lawyer in the room
this lecture exists because a 1970 graduate endowed a fund so the university could invite one speaker a year
bookmark & watch today ↓View quoted post on X
