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Finance Allrounder (Pranav) ᛤ

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@finallrounder

Investing @ Ajna Capital ajna.capital | Independent Dir @Jetkingltd I Former CFO @Essar | LinkedIn top voice
Cryptoverse linktr.ee/Pranav10 Joined December 2021
1.3K Following 1.4K Followers 9.6K Posts

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Finance Allrounder (Pranav) ᛤ Verified account @finallrounder
💥 Bitcoin Treasury Companies now hold over $100B in BTC.

And yet, most investors can’t agree on what they really are.

ETF proxy? Meme? Institutional signal?

Let’s cut through the noise 🧵👇

Day 1 of 100: I'm diving into the Bitcoin Treasury Company phenomenon.

From MicroStrategy to Metaplanet, from balance sheets to buy pressure, this is one of the most misunderstood forces in capital markets today.

I’ll be writing a post every day for 100 days.
📬 Full breakdowns on Substack
📊 Viral charts & insights here

Follow + subscribe to join the journey.
➡️ Full Day 1 Post: (Substack link)
#Bitcoin #BTC #Crypto
Finance Allrounder (Pranav) ᛤ Verified account @finallrounder
And increasingly the trend is going global. CC incentives far outweigh paying in cash. Few economies like India and ASEAN are still cash based (mainly QR) but that’s more due to lack of credit than intention to use it
vignesh sreedhar Verified account @vigstar1 1d
+1. this will NEVER work for consumer payments in the US.

US commerce runs on credit and incentives are so aligned across the ecosystem that you can’t change it.
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Finance Allrounder (Pranav) ᛤ Verified account @finallrounder
Seth Rogen is echoing what many older folks who chose the “no kids”
Options have to keep telling themselves everyday to “justify” their decision

Folks with kids are busy sharing pics, enjoying ice cream or feeling anxious about their kids several several firsts as they navigate parenthood only to realize that bringing up a child is the most satisfying and fulfilling things in nature.

I can’t imagine having no lineage and family left after me
Rocco Verified account @_roccosv Nov 2
Seth Rogen says he and his wife are now more grateful than ever that they decided not to have children he’s not afraid to explain why.

He admits they used to question whether they’d made the right decision, but now their conversations have shifted to, “Honestly, thank God we don’t have children.”

His reasoning? They’re in the prime of their lives, understand themselves better than ever, and have the freedom to pursue their careers, enjoy life, and build the kind of relationship they’ve always wanted.

But Seth took it a step further, saying he sees people with children struggling to find the same time for work and personal enjoyment that he and his wife have.

“I seem to get a lot more active enjoyment out of not having kids than anyone I know seems to get out of having kids.”

That statement will probably divide people. Some see raising children as life’s greatest joy, while others believe a fulfilling life doesn’t have to include parenthood.

Do you think Seth has a point, or is there a kind of happiness you can only understand after having children?
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Finance Allrounder (Pranav) ᛤ Verified account @finallrounder
Super proud and delighted to have been a tiny part of Zoths journey as a mentor, investor and friend.

Don’t miss this chance to get in on the ground floor of this rocket ship
Zoth Verified account @zothdotio Nov 4
The Zoth Community Sale whitelist is open.

Get verified, get your referral link, and earn cashback in zMAG7.

Six steps to get in ⬇️🧵
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Finance Allrounder (Pranav) ᛤ Verified account @finallrounder
Maia is right (empirically) and she isn’t the first or last user to have this observation

The opportunity: Users will grow and wallet share for agents per user will grow
Anyone who begins to capture this flow could become the stripe for agentic commerce with a $100bn GMV in the next few years

Multiple builders are solving this in different ways
Headless browsing
API based deep integrations
X402
And many more I’m sure will be invented/ assembled in the months to come.

Can’t wait!!!
Maia Bittner Verified account @maiab Nov 3
re: agentic shopping
I have NEVER in my life heard so much hype and discussion about a tech/product experience that basically does not work at all for me.
I feel like I’m using theranos
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