Last Oct one entity took 60%+ of the aPriori airdrop through 14,000 wallets. @bubblemaps caught it.
Post-mortems answer "who took it." Teams need the opposite, before the snapshot: who's real?
So we built that. Base wallets, scored, extractor published so you can disagree
@RayDalio This is the time to be building your business the chips are falling in the CMBS world with major write-downs starting to happen. My team built a system that is a hack to get $100mm checks, I outline here:
https://t.co/WAomJFX4Fb
@bridger_penn I raise professionally for a living and I can tell you if you start a fund with no experience its a tougher road to start deploying capital. My team built a shortcut to start earning big fees and placing capital in deals outlines here:
https://t.co/WAomJFX4Fb
Multifamily distress is coming.
While some of it has already surfaced, especially among Southeast syndicators dominating the headlines, much of it remains hidden behind loan extensions/restructuring, capital calls, pricey pref equity, and a heavy dose of hope.
Sharp-shooting, patient operators with access to capital and the discipline/ability to wait will be well-rewarded in this next cycle.
At the moment, a huge amount of attention is rightly being paid to the newly announced tariffs and their significant impacts on markets and economies. But very little attention is being paid to the circumstances that caused them—and to the even bigger disruptions likely still ahead. Don’t get me wrong: these tariff announcements are important developments. But most people are overlooking the much larger forces that are driving just about everything, including the tariffs.
In my latest article, I discuss what I believe is far more important to keep in mind: we’re witnessing a classic breakdown of the major monetary, political, and geopolitical orders. This kind of breakdown happens only once in a lifetime—but it has happened many times in history, when similarly unsustainable conditions were in place.
#principles #politics #economics
@JoeStampone1 What markets are you seeing sub 6? We also believe rates will come down in the next 3 years but Francis Greenburger won’t do any deal with negative leverage
New #howardmarks memo out. It is part finance, philosophy, psychology. His memos are a masterclass in investing and economics. New memo says current market offers the lowest prospective returns in history and asset prices are beyond excessive. https://t.co/4DGZxDWH4H
@andrewzimmern Huge loss for all curious minds. Anthony inspired everyone to explore, taste and feel the world from a different perspective. Chef, Author, Journalist, Philosopher and all around Bad Ass. You will be truly missed.
A piece of my heart is truly broken this morning. And the irony, the sad cruel irony is that the last year he’d never been happier. The rest of my heart aches for the 3 amazing women he left behind.
Tony was a symphony. I wish everyone could have seen all of him. A true friend.