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Bongo59

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Everything posted by Bongo59

  1. Blocking TE are now found in 5-UDFA rounds.
  2. He'll go in one but I don't think he is going to much in the NFL Mercedes Lewis maybe. John Tice. Erron Kinney.
  3. He is my favorte RB in this draft. Reminds me of a cross between Freeman McNeil and Forte. He is more study than McNeil but has Freeman's slipperiness. Really great pro potential. Gibbs is another first round RB I love.
  4. The Rams still owe the Lions their first-round pick for 2023. With a 3-8 record, and Matthew Stafford basically shelved for the season on IR, the Rams’ pick is now looking like a top selection for Detroit where they can pick a successor to Goff without lifting a finger. Not good news for Indy or Houston.
  5. He and Witherspoon are going to be studs at CB in the NFL
  6. The guy I really like in the draft is QB Michael Penix Jr. He has a cannon and he is lefty so that means our RT is more important than the LT and since we need to replace the LT I'd like to see us get this kid in 2-4.
  7. I wonder if this idea makes it into the owners wants on field surface. https://www.espn.com/nfl/story/_/id/34892255/rams-wr-cooper-kupp-all-nfl-games-played-grass
  8. The draft showed they could handle a SB.
  9. If it is not grass with this team injury histroy watch out.
  10. Pretty clear they don't and wont get it. They will soon enough when the feel what the Fed has in store.
  11. Why are you bothering with this education here?
  12. I'd put my stack up against yours any day. You'd cry to see how bad you lost.
  13. The reality is this: Bitcoin crashed 13% in two days. Bitcoin rallied 878% since March. the math is simple.
  14. Even though I disagree with 90% of his takes, I'd like everyone to get BTC correct. Why people do not get math and logarithmic movements: BTC going from $57K to $1M right now is the exact same % increase as going from $3.2k in March 2020 was to the current price of 58K. So if you think 1 million is ridiculous, realize the move happened already. History tends to repeat itself.
  15. So, if you are accredited investor you can get involved in a trust and get paid a yield on your coins while they custody it for you too. These new things are popping up everywhere. NYDIG is a place to look for those who have big accounts.
  16. You'll be fine considering where we are in the halving cycle.
  17. Sure you can on the derivative markets but you'd get crushed right now. Short interest right now is non existent on the FTX
  18. The sooner one puts fiat money to work in BTC, the more time you have for compound interest to work in your favor. No matter your age, you can start making your money work for you and see the eighth wonder of the world for yourself. 84% of ultra-high-net worth individuals collect art, according to a 2019 Deloitte survey. It makes sense—contemporary art returned 13.6% per year over the last 25 years vs. 8.9 % for the S&P 500. What happens when these ultra high net worth people realize BTC returns 200% per year for over a decade? Example of this lesson: If you begin with 500K invested in BTC in 10/2020 and add 1000 dollars a month for ten years......and you got 99.99% return on your investment which is historically half of BTC annual return, what would you expect your return to be in ten years? ANSWER 524,015,142.08 Reality: BTC is up +300% since November 22nd. Just 3 months. Russel Okung got the message. Have you?
  19. Buffett and Monger understand compound interest when the balance sheet of the Fed made sense. It no longer does. So the ideas around compound interest have changed where time is not the most important factor. The asset with the highest Sharpe ratio is the wise choice during money printing. Consider this new way of thinking: In the context of capital budgeting, assume two alternative investments have the same upfront cost. 1. Investment Alpha BTC returns $100 per year for each of the next 5 years. 2. Investment Beta (Berkshire-Hathaway) returns $50 per year for each of the next 10 years. Based solely on this information, one should conclude that Alpha is preferred to Beta. Although the total cash returns are the same, the time value of money is better for Alpha than Beta. WHY? With Alpha, the money is returned sooner, allowing for enhanced reinvestment opportunities. Where you put that money should be in an asset growing as fast as possible to create new capital soonest. Since BITCOIN is a pristine source of collateral for the last 12 years, its SoV makes it an ideal way of how to use compounding because it allows you to discount your rates to get it. Of course, very few capital expenditure choices in the market are as clear-cut as Alpha and Beta. Therefore, accountants rely on precise mathematical techniques to quantify the time value of money. With BTC, this math is easy once you understand that as asset value rises it shrinks the need for time. Consider time and Buffett: The interest you’ll earn initially is a relatively small lever, but as time goes on, the lever becomes much bigger. The largest increases in value usually take place in the later years—that’s why patience is important when investing in most other assets. With Bitcoin, this rule is moot. Why? BTC has a high Sharpe ratio built into it while the assets Buffett invested in do not. After its halving its Sharpe ration stays above 2.5 for 12-18 months. Right now we have about 145 days left in this cycle. In the above example, over 33% of the added value takes place in the last 5 of the 47 years. Do you know Warren Buffett, one of the richest guys in the world in the old fiat system? The vast majority of his net wealth has come in the very latest years of his life. It took him roughly 56 years to build a net worth of $1 billion. It took him only 27 years after that to turn that $1 billion into nearly $60 billion—and for that, he largely has compound interest to thank. You can do the same when you add all your fiat assets into an SoV that is appreciating at 200% a year in the next five years of your life. You can be wiser than Buffett, because his model does not consider the cost of the money printing. It is counterintuitive to most because they do not understand how the log of numbers operates. ACHIMEDES LEVER IN BTC TERMS: With respect to BTC, the global economy is about 500 Trillion dollars = 5 x 10^12 One trillion = 1,000,000,000,000. So for BTC to move the global economy, the short lever length needs to 10^12 dollars plus one. To push the lever down to exert the force, 10^9 dollars would be needed to shift the global economy in a small fashion. BTC is now at 1x10^9 as of February 19, 2021. This means BTC now is the proper lever to move the world economy. If it can move the world economy, now it can change your life if you understand how to use it. Here is a great take on the dangers of using Buffett history as our only guide in finance: Hindsight, the ability to explain the past, gives us the illusion that the world is fully understandable. It gives us the illusion that the world makes sense, even when it doesn’t make sense when the environment has changed because new hard money showed up and grew 200% a year for 12 years. When a big change like that occurs Buffett's model needs to be updated. So far, no one model has taken this into account. That’s a big deal in producing mistakes in many fields. Here’s a useful analogy: Essentially the Fed is driving the car, which is the economy, only using the rearview mirror which is foggy, and the front windshield is opaque (you can’t see the future). How could the Fed possibly drive the car with any accuracy? What if we just let the car self adjust to the conditions of the road? History cannot be interpreted without the aid of imagination and intuition. The sheer quantity of evidence of how money-printing/debasement hurt the taxpayer is so overwhelming that selection is inevitable. Black Swan Wisdom teaches that sometimes an evolution in money occurs in leaps and bounds. This is precisely what BTC has done. A certain species was born 12 years ago with a new traits and features. For humankind, Satoshi's dream is now capable of changing Buffett's reality. Embracing the risk of compound interest using this asset very differently than Buffett did is the first step. Covid perhaps might be seen as some kind of adaptability test and pains during birth of this new way of thinking about SoV. These labor pains will clear a path for the early adopters to gain traction.
  20. He is a hybrid TE......he should not be running that crap. Look at Gates in his prime Sharpe and the now Graham and Gronk they are are used to stretch seems.......Cook is always running crossing routes.......that is poor design. Palmer has never had a TE who has done shit for reason.
  21. Cook is poised for a breakout and getting him done is smart. Very smart. Cook could not open anything with the way they used him. They opened things up late and he went nuts. They need to go more wide and I think that it is coming because they have horses now.
  22. Hernandez has Tom Brady throwing. TN had a turd throwing to Cook. The thing that GM's pay for is Yds per catch.. Cook is outstanding. Cook can not help it if his QB's did not find him but when they did his production was far better than most TE's. If Cookie was on the Pats, GB, or NE he would be with Graham and Gronkokowski. He is that good. He just plays for a team who is inept on offense because of their scheme. Hopefully things change with Jake and I think they will........for a very certain reason.
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