Social Media Spotlight: 01/17/2022
A lighthearted post for your weekend — below is some social media content that may peak your interest. As a reminder – inclusions of Social Media Spotlights don’t necessarily receive my full ‘endorsement’ or complete analytical agreement. We are simply sharing information that hopefully aid your journey as a business person, market reader, and investor.
Let’s jump in!
Topics Include:
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Unique Crypto / NFT Callouts
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Supply Chain
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Payments Fintechs: Private vs. Public
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Rapid Fire: Crazy Statistics
Unique Crypto / NFT Callouts
Big shoutout to FTX for giving away over $100K in NFTs (2nd on the list). Also be sure to check out the tweets at the end from Genies. The company is super innovative and working on all sorts of epic NFT / Avatars / Web3 initiatives. I’m convinced that they’re one of the main authorities in this space.
In the (near) future, every person will have a parallel digital identity. Avatars, crypto wallets, digital goods will be the norm. Are you planning for this?
— Reese Witherspoon (@ReeseW) January 11, 2022
Announcing our January NFT Giveaway pic.twitter.com/qQ4OaU40rk
— FTX NFTs (@Ftx_Nfts) January 13, 2022
Bought my first Solana NFT.
— Rob Petrozzo (@robpetrozzo) January 12, 2022
From a vending machine.
w/ Apple Pay.
90’s nostalgia 🤝 digital future
✨✨✨ pic.twitter.com/dSO2i389og
🙂Spreadin’ Smilesss🙂
— Coinbase NFT (@Coinbase_NFT) January 12, 2022
We’re stoked to welcome @smilesssvrs, a collection of full-body 3D art that blurs the line of culture, fashion, and hip-hop. LG! ::) pic.twitter.com/q8K9NmwmDn
New web, new me 🙃
— GENIES (@genies) January 13, 2022
Starting now, every single creator (talent, users, and aliens alike) will fully own their Genie and their respective creations. Effective immediatellllyyy: https://t.co/llaL4ikzkv
As of today @genies has announced you own everything you create👗⌚️🥾
— Izzy Pollak | @Genies | 👽🅰️ (@IzzyPollak) January 13, 2022
We're making the shift from platform to tool making factory, web2 to web3
Our mission changes from "be the digital identity for humans” to “empower humans to create their own digital identity ecosystems.”
🖖 https://t.co/J7vMhbo0z3
Supply Chain
As badly as we’d like this to become ‘old news’ – it’s not. We are impacted by the combination of widespread shutdowns, coerced job displacement, a broken relationship with China, increased energy costs, winter weather, and more. Be sure to check out that last tweet for a sweet resource regarding supply chain disruptions.
The world economy may be headed for the “mother of all” supply chain stumbleshttps://t.co/aOVeVuKSYs
— Bloomberg (@business) January 12, 2022
Don't be surprised if your grocery store is full of empty shelves, it is happening all across America. pic.twitter.com/7VzKz4fScP
— USA TODAY (@USATODAY) January 12, 2022
Kroger's profit margin is 1.52% https://t.co/0xPsreTRBM
— Noah Smith 🐇 (@Noahpinion) January 12, 2022
US AGRICULTURE SECRETARY VILSACK SAYS TO PUSH CHINA TO MAKE UP $16 BILLION DEFICIT IN PHASE ONE TRADE AGREEMENT
— First Squawk (@FirstSquawk) January 10, 2022
ANIMATION showing port congestion at Shanghai. Huge thanks to the team @VesselsValue for the data. There's one for LA in the article too.
— Steven Bernard (@sdbernard) January 9, 2022
Supply chain disruption is likely to continue well into 2022. Read @harrydemps fascinating articlehttps://t.co/aXRffUPU5O#dataviz #gistribe pic.twitter.com/YGgAuzFDa3
Payments Fintechs: Private vs. Public
Publicly-traded companies in this space like PayPal (PYPL) and Block (SQ) were down -20-25% in 2021. Meanwhile, privately-held companies like Stripe ($94B), Klarna ($46B), and Checkout.com ($40B) are reaching astronomical valuation levels.
Daily Crunch: Payments company https://t.co/PdCjTsEq6y reaches $40B valuation after $1B Series D https://t.co/cnsTemLSBR by @alex
— TechCrunch (@TechCrunch) January 12, 2022
"the value will lay within the tokenized protocol enabling smart contracts" – Mark Carney 2022
— ☩ TheModernSociety ☩ (@ModernSociety33) January 12, 2022
stripe 🤝 $LINK
Mark -> on the board of stripe. https://t.co/rIjzVg9YDS pic.twitter.com/eqIu2wqZTd
📊 Rapid Fire: Crazy Statistics
It’s justified to say that every single one of these statistics is insane.
Unbundling Craigslist – $8.87 Billion Raised to Date by Startups http://t.co/fNYMWr7JyU pic.twitter.com/Alud8OdAVw
— CB Insights (@CBinsights) February 2, 2015
Absolutely crazy year for @MrBeast:
— Reed (@Reedjd) January 11, 2022
▶️ Gained an average of 100K subscribers/day
▶️ 25% of his new subscribers are from Squid Game
▶️ First time in years T-Series is not #1
Photo credit: @pwnyygaming pic.twitter.com/qEQSaCOTp4
Inspired me to look up the same numbers.
— Brian Armstrong (@brian_armstrong) January 12, 2022
For Coinbase, Q1 2019 was 30% outside the Bay Area, and last quarter (Q4 2021) was 89% outside the Bay Area.
Tech is definitely decentralizing. Silicon Valley is now in the cloud. https://t.co/ymKvG5Eb2i
Stock markets historically hate inflation. In normal times (0-4% inflation) the average 10-year PE ratio is ~20.
— Meb Faber (@MebFaber) January 12, 2022
> 4% inflation it's 13.
> 7% inflation it's 10.
We're at 40.
Outside of 2021/2022, the HIGHEST valuation EVER awarded US market above 5% inflation?
23
🚨BREAKING NEWS🚨
— unusual_whales (@unusual_whales) January 10, 2022
I have just released the full trading report on politicians in 2021.
In short, many beat the market.
They traded more than ever before.
And they made numerous unusually timed trades, resulting in huge gains.
Read it here: https://t.co/CQ6JphecwZ pic.twitter.com/ra9DEjV0ok
🤠 Bonus Callout:
🤠 Bonus Callout:
It’s officially the year of unsubb’ing from the Target or Dick’s Sporting Goods emails, and filling my inbox with more value-adding newsletters. My close friend Tejas just started one with his friends. The plan is to send a weekly update on three valuable nuggets of info from the creator world. Check it out here!
Have a great rest of your weekend. For our East Coast readers — be safe with incoming winter weather!
Disclaimer: This is not financial advice or recommendation for any investment. The content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.