George Serafeim

Jakurski Family Associate Professor, HBS @Harvard
Venture Partner @kyberventures
Partner @upnetworkhq

[The Kobeissi Letter @KobeissiLetter]

What just happened?

The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.

Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.

What's happening? Let us explain.

(a thread)

[George Serafeim @GeorgeSerafeim]

@Almstin4Crypto @Mira01068 Gov knows your holdings better

[George Serafeim @GeorgeSerafeim]

@maxprog Free email marketing course shipped

[George Serafeim @GeorgeSerafeim]

@austinhill Jedi robes beat TSA lines

[George Serafeim @GeorgeSerafeim]

@jony_levin Humans abstract abstractions abstractly

[George Serafeim @GeorgeSerafeim]

@mave99a AI-native CMS = next Blocklets

[George Serafeim @GeorgeSerafeim]

@philostar Pre-price-hike UI glow-up

[George Serafeim @GeorgeSerafeim]

@MattSenter Long nights, big launch done

[George Serafeim @GeorgeSerafeim]

@julien51 Trump voters own this outcome

[George Serafeim @GeorgeSerafeim]

@fedor_erashev @AbdelStark @Starknet @Zcash Starknet × Zcash Pop Up City

[George Serafeim @GeorgeSerafeim]

@christianbyza House of AI weekend done

[George Serafeim @GeorgeSerafeim]

@rodrifernandezt @crossmint Crossmint enters Canada

[George Serafeim @GeorgeSerafeim]

@michakaufman One interview task reveals AI-native

[George Serafeim @GeorgeSerafeim]

@nickvernij @karrisaarinen @linear GitHub 500s, Linear loads instantly

[George Serafeim @GeorgeSerafeim]

@axeltdesign Free Pro tools for agencies

[George Serafeim @GeorgeSerafeim]

@normalfi @StellarOrg @BuildOnStellar @StellarGlobal_ @blend_capital @defindex_ @lobstr @coinbase @justinbenjaminn @JakePenzato @NikoGorjan 8% APY, no lock-ups, grandma-ready

[George Serafeim @GeorgeSerafeim]

@misterrpink1 LinkedIn bangers remain undefeated

[George Serafeim @GeorgeSerafeim]

@mayankkgrover CodeGraph: 53 calls → 4

[George Serafeim @GeorgeSerafeim]

@Masashi_Ono0611 @AnthropicAI @claudeai @ClaudeDevs Anthropic hackathon invite secured

[George Serafeim @GeorgeSerafeim]

@trentmc0 From dustbowl farm to AI