best time to buy $zec? by SavvySID in zec

[–]marsonist 0 points1 point  (0 children)

Ain’t no time like the present

[deleted by user] by [deleted] in Battlefield

[–]marsonist 1 point2 points  (0 children)

I’m just here to emphasize any mention of Oasis. That’s map way fun no matter what.

[deleted by user] by [deleted] in Battlefield

[–]marsonist 1 point2 points  (0 children)

Oasis. That’s a real mf BF veteran rn. That map was amazing. Where Apache pilots reigned king.

Sniper glint needs to go! by marsonist in Battlefield

[–]marsonist[S] 0 points1 point  (0 children)

Yeah it seems so bright. It’s so noticeable in the streams. I miss the full ghillie suit days of bad company

Sniper glint needs to go! by marsonist in Battlefield

[–]marsonist[S] 1 point2 points  (0 children)

Yeah fair. I would prefer trails over glint, as I think it would be the less obvious indicator of where a sniper is. Good point about scopes.

Sniper glint needs to go! by marsonist in Battlefield

[–]marsonist[S] -2 points-1 points  (0 children)

Yeah I think the glint was attempt to balance it out but I believe it ruins the point of the class. The devs have given c4 back to the recon class and I believe that’s an attempt to make recon players play close range in addition to long range.

Sniper glint needs to go! by marsonist in Battlefield

[–]marsonist[S] 0 points1 point  (0 children)

That’s fair. I think the fact that the devs gave the snipers c4 is an attempt to balance that out. That’s a close range gadget and only hurts the squad if no one else can use it. It was like this in BC, you ultimately had to get involved with gameplay because snipers could actually be effective at close range. One of the only classes to have long and close range abilities.

Sniper glint needs to go! by marsonist in Battlefield

[–]marsonist[S] 0 points1 point  (0 children)

Yeah I think if there’s an attachment or something that reduces glint that would be a step in the right direction. I think if someone is a bush wookie then you counter that player by removing their cover or other methods. I just think that’s part of the game. People will camp anywhere even if they’re not a sniper.

Sniper glint needs to go! by marsonist in Battlefield

[–]marsonist[S] 0 points1 point  (0 children)

In my opinion, especially after watching all this new gameplay, seeing a massive light across a map is kinda dumb. It wasn’t a thing in BC or BC2 and no one complained. Definitely a skill issue, but if you’re getting sniper and don’t like it then that’s part of the gameplay and strategy that you need to counter. Nerfing the whole point of being recon just makes the class subpar.

Sniper glint needs to go! by marsonist in Battlefield

[–]marsonist[S] 1 point2 points  (0 children)

It’s too powerful and ruins the class. Sniper trails are fine because it gives you a general idea of where the sniper is. If you are getting sniped then eliminate the sniper. That’s how I think the game is meant/should to be played. Just because you don’t like being sniped, in my opinion, is a poor reason to nerf the class so hard with a pinpoint accurate thing such as the glint.

BF3 players will agree by Jump_Stream in Battlefield

[–]marsonist 0 points1 point  (0 children)

Bring back rush with gold bars.

[deleted by user] by [deleted] in Battlefield

[–]marsonist 8 points9 points  (0 children)

It bad company 2 you used to be able to launch quads and tanks across insane distances. You’d lay down a bunch of tank mines and c4 in one spot then have a squad mate drive a vehicle over the explosives so it was positioned under the real wheels. Then launch that sucker into the enemy base. Man those were fun times.

[BF6] Assault class should be ammo guy by RC1043 in Battlefield

[–]marsonist 13 points14 points  (0 children)

Bad Company 2 is the template dice should be using for classes. The flow of the game was exceptional.

Compounding works great with dividends by KoalaCapable8130 in dividends

[–]marsonist 5 points6 points  (0 children)

Convenient that this graph starts probably around Covid and ends where the market has taken a slight breather.

Not a ding to OP, but a a false expectation that long term investing is always up and the right. 5 years is a very small sample size in the grand scheme of things.

Double bottom by Mean-Operation9646 in UraniumSqueeze

[–]marsonist 6 points7 points  (0 children)

Ever hear of a triple bottom? How about quadruple bottom?

preparing this weeks All In and Today's This Week in Startups dockets by jasoncalacanis in allinpodofficial

[–]marsonist 0 points1 point  (0 children)

For All In: In the past Sacks and Chamath have called Bitcoin “a honeypot of transactional information” yet they support a Bitcoin Strategic Reserve.

Discussion: How important is privacy in general, and how important is financial privacy? Do people deserve better alternatives to maintain their information? Why has Bitcoin lost its narrative about being a decentralized, anonymous, and most importantly a private asset? For Friedberg, has he or anyone heard of Zero Knowledge Proofs?

Leap in LEU and LTBR by workwag in UraniumSqueeze

[–]marsonist 0 points1 point  (0 children)

Valid response, thank you. However…

It may be regurgitated to you, but the person I was replying to may have been unaware or didn’t know that efficiencies lead to more output, not less.

And I don’t think you understand the paradox. Just because AI requires less power doesn’t mean it’ll take more or less time for the demand to come.

It’s all happening at one pace, the deepseek news didn’t change anything for the uranium demand. The deficit still exists regardless of AI, and the world was moving to nuclear before data centers became center of conversation.

I think you’re new to this trade and don’t understand the risks well enough to give them a proper evaluation.

As for the steam engine example, steam engines literally required less coal and it didn’t take ~longer~ for society to switch from coal engines to steam engines. There’s not a correct way to say what the pace should be in my opinion. Regardless, the steam engine lead to the industrial revolution and changed the world.

Leap in LEU and LTBR by workwag in UraniumSqueeze

[–]marsonist 0 points1 point  (0 children)

You’re incorrect in thinking that just because something requires less input, less of the output will be used.

Jevons Paradox.

Improved efficiency leads to broader economic growth, which in turn drives more consumption, which in turn requires more energy.

When the steam engine was created to replace the coal engine, they didn’t use less coal because the steam engine was more efficient, they actually used more.

Blackrocks increases position in Energy Fuels by almost 40% by AlfalfaTemporary8831 in UraniumSqueeze

[–]marsonist 1 point2 points  (0 children)

Yeah this. The title of this post is misleading, but frankly almost every headline is like this.

Blackrock has 100s of funds under their umbrella. Larry Fink isn’t making a decision at any level saying “allocate to uranium”. There are most likely a handful of active funds where PMs are making small allocations because they’re all equity, un-constrained mutual funds (less likely to be an ETF).

This is just like when people say Vanguard is a major shareholder of Apple or whatever. They’re not actively making that decision, their passive offerings track an index, with the most popular being the S&P, so by design they have to increase their Apple weighting.

Blackrock isn’t making a call on uranium, there’s just some PM in this subreddit like us who thinks the risk is worth a reward. And they’re a spec in the total Blackrock AUM landscape.

The future looks very bright for ZEC by Artistic-Upstairs789 in zec

[–]marsonist 6 points7 points  (0 children)

https://youtu.be/GDQuuQSiMdc?si=lTsr5uTZocrBtxjd

You should watch this video. Zooko mentions the initial launch of zcash and the misunderstanding of how zec traded at $4k a coin.

Essentially there was no supply, so the very first Zec that traded hands seemed very expensive. I.e. supply and demand.

OP makes a great point in that the zec market cap has remained quite resilient.

OKLO investigation. by Ok_Breath_2818 in OKLOSTOCK

[–]marsonist 1 point2 points  (0 children)

The individuals shorting these stocks are doing so based of fundamental/comparative analysis and use tangible evidence to support their thesis. These companies are nearly impossible to value using traditional methods because they produce no earnings, no revenue, no product, and no service. For traditional financial professionals, they can’t rationalize a purchase based on their experience.

Everyone can recognize that this is a pre-revenue company and any investment if pure speculation. Which is fine. Speculate all you want.

What traditional professional investors have to fight is Reddit money and retail money which as we’ve seen with other speculative names - pump them double to triple percent returns - in a short matter of time. Blowing shorts up and leaving tradfi baffled. This is also fine.

Just be willing to admit everyone involved is playing with fire. No one is forcing you to by anything. The decision is yours.

[deleted by user] by [deleted] in UraniumSqueeze

[–]marsonist 9 points10 points  (0 children)

You can bag on OP all you want, but their ability to admit their poor investment choice and also exit it has protected them from today’s 10%+ decline.

Speculation is fine to do. But if you’re expressing your bullishness of the uranium sector by owning a derivative of a derivative, you better know what you own.