The Blip: Recent Episodes
by Ronan McGovern
Timestamps:
0:00 Intro
0:45 The case for 100% Renewables
12:50 Nature vs Nurture: An Intro to Twin Adoption Studies
29:28 Finding something better than Berkshire Hathaway
Episode/Newsletter Notes:
The case for 100% Renewables
Noah Smith’s piece on solar + wind as the future of energy (Tweet thread, Paywalled article).
My piece earlier this year on the challenges of high amounts of renewables.
Nature vs Nurture: An Intro to Twin Adoption Studies
Blueprint by Robert Plomin.
Podcast/debate with Robert Plomin interviewed by Seth Barry.
Gattaca - movie. (Nothing to do with twin adoption studies. Rather, about a society where people are put into classes by DNA).
Finding something better than Berkshire Hathaway
Berkshire Hathaway’s Website.
My article on the (society wide) problems with passive investing.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Disclaimer: Investment ideas or actions discussed are not advice or recommendations. Do your own research. Markets are wild right now. Making trades is risky.
Episode Links:
An example of how copy-pasted tweets have come to dominate SEC filings.
SEC filing showing a list of investors with allocations in the Twitter deal.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Episode Notes:
You can also listen on Spotify, Apple Podcasts and other platforms by searching for “The Blip by Ronan McGovern”.
Disclaimer: Investment ideas or actions discussed are not advice or recommendations. Do your own research. Markets are wild right now. Making trades is risky.
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Musk’s infamous “Funding Secured” tweet (not directly relevant to this Twitter trade, but referenced in the episode):
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Stonks (the startup allowing investors access to startup deals) reveals an allocation in Twitter [let’s see if that materialises]:
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Sponsored by Trelis.com - simple crypto payment links for merchants.
Episode Notes:
Michael Burry on Tesla: https://twitter.com/MichaelJBurry__/status/1460159421666017284?s=20&t=yWomfPW-GGk7BglRKmW-uA
SEC filing listing X Holdings as the buyer of Twitter: https://www.sec.gov/ix?doc=/Archives/edgar/data/0001418091/000119312522120461/d310843d8k.htm
Disclaimer: Investment ideas or actions discussed are not recommendations. Do your own research.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Sponsored by Trelis Pay - simple payment links for crypto. Learn more at Trelis.com .
Episode Links:
Musk's Tweet with SEC link on offer to buy Twitter for $54.20: https://twitter.com/elonmusk/status/1514564966564651008?s=20&t=hkJrepMfgzaJ__43iPTo0g
Twitter Price on Seeking Alpha: https://seekingalpha.com/symbol/TWTR
Disclaimer: Investment ideas or actions discussed are not recommendations. Do your own research.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
Show Notes:
Sponsored by Trelis.com
Stargate Website: www.Stargate.Finance
Centralised exchange for Stargate token: FTX.com
Alameda Research (buyers of all of auction phase 1): Alameda-Research.com
Decentralised exchange for Stargate token: curve.fi/factory-crypto/37
Eth gas price: ethgasstation.info
Corrections and Clarifications:
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At one point I state that Stargate is on 12 blockchains. I later correct this. Stargate is on 7 blockchains by the end of the auction, and can be traded with 12 tokens across those blockchains.
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There are 3 days in 72 hours (not 5-6 days as I wrongly stated!).
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The hack of Ronin did not involve a double-spend. Hackers gained control of four validators and simply move funds that were being controlled by those validators to the hackers' own wallets.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
sponsored by Trelis.com
Show Links:
Community Auction Page: https://stargate.finance/community-auction
FTX Price for STG: https://ftx.com/eu/trade/STG/USD
Curve Finance Price for STG: https://curve.fi/factory-crypto/37
Follow me @RonanKMcGovern and @Pinotio_DeFi
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
sponsored by Trelis.com - simple payment links for crypto
Show Notes:
Alameda Research (buyers of all of auction phase 1): Alameda-Research.com
Stargate Website: www.Stargate.Finance
Centralised exchange for Stargate token: FTX.com
Decentralised exchange for Stargate token: curve.fi/factory-crypto/37
Eth gas price: ethgasstation.info
Advantages and Risks of Layer Zero and Stargate works (hope to cover a bit more in the next episode):
https://rainandcoffee.substack.com/p/the-omni-layer-underneath?s=r
*Disclaimers*
Investing in early stage crypto projects is highly risky and I recommend treating all funds as lost.
For clarity, this is an independent podcast and is not associated with Stargate the protocol.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
The auction goes live! and, if you wait for it, bonding too! Follow me @Pinotio_DeFi on Twitter
The story of my first crypto auction - to buy Stargate tokens - continues. A short episode 45 mins before kick-off
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
This episode is also available as a blog post: http://ronanmcgovern.com/2021/04/11/why-ive-bought-in-to-ethereum/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
This episode is also available as a blog post: http://ronanmcgovern.com/2021/03/31/sp-500-returns-since-1971-rely-on-dividends-to-beat-gold/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
This episode is also available as a blog post: http://ronanmcgovern.com/2021/03/27/the-beginning-of-infinity-my-first-reading/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
This episode is also available as a blog post: http://ronanmcgovern.com/2021/03/24/what-is-a-great-debate/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
This episode is also available as a blog post: http://ronanmcgovern.com/2020/09/30/passive-investing-without-index-funds/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
This episode is also available as a blog post: http://ronanmcgovern.com/2021/03/21/liverpool-jerseys-and-ferrari-cars-a-cultural-and-business-time-capsule/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
This episode is also available as a blog post: http://ronanmcgovern.com/2021/03/18/is-joking-intelligence/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com
This episode is also available as a blog post: http://ronanmcgovern.com/2021/03/13/now-is-a-good-time-to-prepare-for-your-phone-and-computer-getting-hacked/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.ronanmcgovern.com