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Currency war impending, again this will hurt all but those in power. Hedge at your own will, it is always impossible until it is done.
Probably one of the most severe flushes I’ve ever seen on alts, I didn’t even imagine alts had this much leverage in them. It feels like someone got hit very hard and will see a large body float to the surface soon, reminds me a little of summer 2021. Good reminder to myself to…
There’s so much gold in going back and rereading Vitalik’s older essays. He’s arguably one of the most valuable R&D resources for founders over the past decade. I’m not saying every crypto primitive came directly from his research, there were many researchers exploring similar…
I think the best investor of the future will be someone that starts an AI focused fund with a fundamental secular winners/losers orientation. Similar to what tiger cubs were doing during the rise of the internet, mobile, cloud or what Leopold is trying to do now (albeit with way…
All of the book recommendations I have regarding macro are in a single place: capitalflowsresearch.com/p/research-syn…
I expect XPL to exceed everyone's expectations. Looking for an entry around $5b, although I expect this to trade anywhere from $10-20b in the near future. TLDR: - Tether is one of the few crypto projects to permeate TradFi mindshare, given that they print money. They likely…
Tomorrow $XPL goes live with almost poetic timing (Tether raising $20B at a $500B valuation, lots of onchain runners, and speculative capital apeing into new launches despite a shaky broader market.) I think Plasma has a chance to be a massive cook. Let me break down why I…
If anyone remembers the taper tantrum of 2013 this is basically the same general framework for why I believe we’ll have a not great Q1 for equities. In short, the taper tantrum was the market throwing a fit to ensure that policy actions which were perceived as negative for asset…
My market take: equities in for 4-15 months of pain (I’ll guess 9 months) tied to deflationary government policies (tariffs and mass layoffs mostly). Then it’s a political question - does Trump admin “capitulate” and turn severely inflationary? In vast majority of similar cases…
This is an interesting report. I have some comments as having lived through the 95-99 period in a position of very high responsibility and global access at Salomon Brothers which was a massive participant. I see 95 as consistent with 2021 and LTCM as consistent with LDI/SVB…
The December Risk Update is up at the Convex Strategies website - "Deja Vu". We've been drawn back again to our memories of the unique 1995-1999 period. Signs of a shake-up to existing global systems just keep arising. Enjoy. convex-strategies.com/2025/01/16/ris…
14 sentences from billionaire hedge fund managers I can't stop thinking about. 1. “There is a time to make money and a time to not lose money.”
yes I finally wrote about it. defo my longest article so far. as usual giving access to some who RT reference: @__paleologo @KrisAbdelmessih @AgustinLebron3
It's that time of year again. I've got a few annual TradingView subscriptions for three lucky people. Follow @tradingview and RT this tweet for eligibility. Winners will be selected on Sun night EST (11/26) and notified via DM. Good luck! #ad #blackfriday
Just published our latest writing on Liquid Venture Investing in Crypto, a thread to follow. medium.com/defiance-capit…
The FDIC's 130bln insurance fund *currently* has enough resources to cover >$1tln of depositors if needed. That's because the FDIC doesn't pay out depositors entirely. It only pays out the incremental amount needed to make a failed bank's depositors whole. Thread.
2/3 of America thinks the financial system is overdue for an overhaul. It’s time to update the system 🔁
I'm claiming testnet tokens for @zksync v2, an EVM-compatible ZK Rollup! My Address: 0x0af038848e33f2da1d68ddb1bac00575520c7cbb Learn more: v2.zksync.io
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