Finance Allrounder (Pranav) ᛤ

partner Director Emerge| Independent Dir @Jetkingltd I Former CFO @Essar | LinkedIn top voice

[Finance Allrounder (Pranav) ᛤ @finallrounder]

💥 Bitcoin Treasury Companies now hold over $100B in BTC.

And yet, most investors can’t agree on what they really are.

ETF proxy? Meme? Institutional signal?

Let’s cut through the noise 🧵👇

Day 1 of 100: I'm diving into the Bitcoin Treasury Company phenomenon.

From MicroStrategy to Metaplanet, from balance sheets to buy pressure, this is one of the most misunderstood forces in capital markets today.

I’ll be writing a post every day for 100 days.
📬 Full breakdowns on Substack
📊 Viral charts & insights here

Follow + subscribe to join the journey.
➡️ Full Day 1 Post: (Substack link)
#Bitcoin #BTC #Crypto

[Finance Allrounder (Pranav) ᛤ @finallrounder]

MSTR selling Bitcoin

Who wanna guess the next move by @saylor ??

My best guess, stock buyback to push BTC/share higher.

[Finance Allrounder (Pranav) ᛤ @finallrounder]

Most millennial Indian parents today know this and were brought up this way

If someone did a longitudinal study for ages 0-15 years the results would 100% indicate children who co sleep being calmer, less ill and more relaxed.

Plus they will have a very strong connection with their parents

[Wolf of X @WolfofX]

Co-sleeping with children can help regulate the nervous system, teaching the brain to handle stress more effectively and supporting emotional resilience and secure attachment throughout life.

[Finance Allrounder (Pranav) ᛤ @finallrounder]

If you’re Indian you know what this means. If you’re not you may not understand the profound impact this can have on humanity

[Afshine Emrani MD FACC @afshineemrani]

1/5
I'm a cardiologist. I have spent twenty years watching cholesterol destroy arteries, trigger heart attacks, and kill people I care about.
Today, Eli Lilly presented data that may begin to end that era.
VERVE-102. A single infusion. One dose. It uses base editing to permanently turn off the PCSK9 gene in your liver.
Presented today at the European Atherosclerosis Society Congress:
88% reduction in PCSK9.
62% reduction in LDL cholesterol.
Sustained up to 18 months.
No treatment-related serious adverse events.
One infusion. Not daily pills you forget to take. Not monthly injections. One dose — and your cholesterol may stay low for the rest of your life.

[Finance Allrounder (Pranav) ᛤ @finallrounder]

@afscott Broooo it’s the only ones I have and Dubai has almost as good a quality as back home in Bombay

[Finance Allrounder (Pranav) ᛤ @finallrounder]

Getting @bryan_johnson to commentate on the @enhanced_games is a killer move

Fits right into the TG audience

[Bryan Johnson @bryan_johnson]

This may be the fastest race in swimming history…

James "The Missile" Magnussen is 6'6", 35 yrs old, 2x world champion, and Olympic medalist.

I'm commenting the @enhanced_games tomorrow night where James is competing.

Insane stats on him...

#1
His resting heart rate is 28 bpm (cleared by his medical team). For context, elite endurance athletes are typically 40–50 bpm. Mine is around 39-42 bpm.

#2
Last year he was 253 lbs. This was after his first cycle of performance-enhancing-drugs. He got too big. He was sinking in the water. He's down 40 lbs this year to try and hit the sweet-spot of muscle and buoyancy.

#3
He's so big he can barely fit into his enhanced suit. Enhanced Games swimmers wear full-body polyurethane "supersuits" that World Aquatics banned in 2010. These are the same suits that broke 43 world records in 2009.

#4
He came out of a 7-yr retirement for this. He retired from competition in 2019.

Tomorrow night, I'll be reviewing their protocols and measurements live.

[Finance Allrounder (Pranav) ᛤ @finallrounder]

A lot of folks will see this topic being discussed this weekend. It’s likely many will have family and friends in the US that could potentially be affected by this move.

There are very nuanced immigration and visa norms in the US, it’s going to be important to let clarifications emerge before jumping on any conclusions

My personal take is that work authorization visas like H L O will continue to receive permission to stay in the US and continue working

Temporary visit like visas B1/B2 and maybe even F1 or J1 may fall on the side where they leave the states and process from outside

[Homeland Security @DHSgov]

An alien who is in the U.S. temporarily and wants a Green Card must return to their home country to apply.

This policy allows our immigration system to function as the law intended instead of incentivizing loopholes.

The era of abusing our nation’s immigration system is over.

[Finance Allrounder (Pranav) ᛤ @finallrounder]

Pleasure to be there and participate

Great insights by all speakers

[MENA Blockchain Week @MENABCW]

Cross-border payments just got a blockchain upgrade. Dubai witnessed it first.

🎬 Day 3 Recap

One City. One Week. One Nation. 🇦🇪

🔥When settlement is instant and borderless, who needs the correspondent bank?

Day 3 of MENA Blockchain Week 2026, where the future of finance stopped being theoretical.

40+ events. 5,000+ attendees. 100+ speakers.

📍Dubai: May 18 to May 24, 2026
🎟️Full Agenda: https://t.co/mkF4AFKXJ3
🌐Register NOW: https://t.co/02aF9KYXRD

#MENABCW #ProudofUAE #Dubai
@DubaiDET @SNXS_ae @Hadronfc @0xPolygon

[Finance Allrounder (Pranav) ᛤ @finallrounder]

@JulietSu @HarsAgarwal @alenka_on_x @Daoshub You’re a rockstar

[Finance Allrounder (Pranav) ᛤ @finallrounder]

IYKYK

[Pavel Durov @durov]

🇦🇪 Dubai is full of traffic and crowds again. Already missing the Iranian fireworks — they helped clear the city of the easily impressed.

The UAE’s air defenses proved excellent under fire. For 0% tax, we get better protection than Europeans paying 50%.

[Finance Allrounder (Pranav) ᛤ @finallrounder]

@Rizwan_Ali @afscott Dubai hits different.

Once you’re here you can’t UnDubai yourself

[Finance Allrounder (Pranav) ᛤ @finallrounder]

@afscott And not getting out of the car too 😛

[Finance Allrounder (Pranav) ᛤ @finallrounder]

@afscott OCK also for extended trips to grand parents

[KalqiX @kalqix]

KalqiX Mainnet is now LIVE.

This isn’t just a new DEX.
It’s infrastructure for the next generation of DeFi.

Launch your own CLOB DEX.
Plug into shared liquidity.
Scale seamlessly.

⚡ Sub-10 microsecond execution
🔐 ZK-powered verification
📊 On-chain orderbooks
🛡️ MEV protection by design

The next generation of high-performance DeFi starts now. On KalqiX.
https://t.co/F7LKaPXWdY

[Finance Allrounder (Pranav) ᛤ @finallrounder]

@Sherrypeter I always call our area in Dubai the Miami of Dubai. I think we have it better

[Finance Allrounder (Pranav) ᛤ @finallrounder]

@ValueWithPrem I read this post but knew I would enjoy the replies more and how folks are justifying the “need for balance” or “not running behind money”

They don’t understand the lifestyle and that’s why they can’t have it

[Finance Allrounder (Pranav) ᛤ @finallrounder]

@Sherrypeter Haha our daughter would love this

[Finance Allrounder (Pranav) ᛤ @finallrounder]

This is partly because of personal career and family situations but also Indian big city corporate social setup.

It’s putting too much pressure. We can see it when we go back to India and meet our friends in these same situations and mental state.

UAE and even USA doesn’t have this social construct

[Dr Mouth Matters @GanKanchi]

Confessions and realities

42M, 55LPA

I am a 42-year-old man with a senior job in IT. I have a house in Chennai, a supportive wife, and two children. On paper, everything about my life looks perfect. I have achieved all the things society says a man should achieve.

In my twenties, life felt different. I had friends to spend time with. We would hang out at Marina Beach and Besant Nagar beach, watch movies at Rohini, Udayam, and Kasi theatres, and ride around Mount Road on my RX100.

In my thirties, I had colleagues to talk with over tea breaks. We would discuss apartments, onsite trips, and share random stories about life and work.

But now, in my forties, life has turned into a quiet routine. My phone rarely rings for anything personal. Most calls are about office work, bank alerts, or someone from home asking me to pick up milk on the way back.

The loneliness of a man in his forties is unusual. I am not physically alone, but I often feel like a machine.

When I enter my home, I am simply “Appa.” I am the person who pays school fees, fixes the Wi-Fi, and handles repairs. My wife is busy with her work and the kids. My children are teenagers now, living in their own worlds and their own rooms. They love me, but they mostly see me as the person who provides comfort and stability. They no longer see me as an individual.

At the office, I am the senior person. I am expected to have all the answers. I cannot tell my team that I feel tired. I cannot tell my boss that I sometimes struggle to keep up with new technologies. I must appear confident and strong, even when I quietly worry about the future.

Sometimes I drive home slowly from work just to spend a few extra minutes in the car. I listen to songs from my college days.
For those fifteen minutes, I am not a manager or a father. I am simply myself again.

I realize that I have not had a real conversation about my feelings with anyone in years.

My old friends now exist mostly as names on WhatsApp. We send “Happy Birthday” or “Congratulations” messages, but rarely talk. When we meet at weddings, our conversations revolve around our children’s grades or the cars we drive. We never talk about what we actually feel.

The hardest part is that I cannot even complain. If I tell my family that I feel lonely, they look confused and say, “But we are all here with you.”
They do not understand that a person can be surrounded by people and still feel like they are on a desert island.

Society teaches men that if they provide money and security, they have succeeded in life.
But no one teaches us how to deal with the silence that comes with it.

I have built a beautiful life for everyone around me, but sometimes it feels like there is no space left for me inside it.

And maybe… this is what life in your forties feels like.

[Finance Allrounder (Pranav) ᛤ @finallrounder]

What a brilliant thought process.

[Sridhar Vembu @svembu]

Open letter to Indians in America.
--
Dear brothers and sisters from Bharat:

Like I did 37 years ago, you arrived in America with no money but with a good education and cultural heritage from Bharat. You achieved outstanding success. America was good to us. For that we must remain grateful - gratitude is our Bharatiya way.

Yet today, a significant number of Americans, may be not the majority but not too far from it either, believe that Indians "take away" American jobs and our success in America was unfairly earned.

You may think the next election will fix this, but your choice would be between people who hate our Bharatiya civilisation and people who hate civilisation itself. That is the "hard right" vs "woke left" battle. You are mere bystanders to that conflict.

Meanwhile there is one thing that is true now and will be true in the future: the respect Indians command world-wide will substantially depend on the fortunes of India herself. If India remains poor, the woke left will give us moral lectures with pity and the hard right, different moral lectures with scorn ("hellhole") and we must not confuse either with respect.

Respect in today's world, along with prosperity and security, comes from one source: a nation's technological prowess. India produces sufficient brain power to achieve that prowess but alas we exported so much of that talent, particularly to America. As we develop that prowess in India, our civilisational strength will assert itself.

As difficult as it is for many of you to contemplate this, please come back home. Bharat Mata needs your talent. Our vast youthful population needs the technology leadership you gained over the years to guide them towards prosperity. Let's do it with a missionary zeal.

Respectfully
Sridhar Vembu

[Finance Allrounder (Pranav) ᛤ @finallrounder]

In 3.5 years here in Dubai , we’ve often felt that Dubai works and thinks like a startup

The last 60 days have proved this more than ever and it’s forward looking decisions like this by the Rulers that make us double down on this city & country

[HH Sheikh Mohammed @HHShkMohd]

Under the directives of the President of the UAE, we launch a new government model. Within two years, 50% of government sectors, services, and operations will run on Agentic AI, making the UAE the first government globally to operate at this scale through autonomous systems.

AI is no longer a tool. It analyses, decides, executes, and improves in real time. It will become our executive partner to enhance services, accelerate decisions, and raise efficiency.

This transformation has a clear timeline. Two years. Performance across government will be measured by speed of adoption, quality of implementation, and mastery of AI in redesigning government work.

We are investing in our people. Every federal employee will be trained to master AI, building one of the world’s strongest capabilities in AI-driven government.

Implementation will be overseen by Sheikh Mansour bin Zayed, with a dedicated taskforce chaired by Mohammad Al Gergawi driving execution.

The world is changing. Technology is accelerating. Our principle remains constant. People come first. Our goal is a government that is faster, more responsive, and more impactful.

[Finance Allrounder (Pranav) ᛤ @finallrounder]

Read this today!!

And then read it again

On the third reread I’m sure you’ll understand all of this.

[Sridhar Vembu @svembu]

I am happy to see the YCombinator wave arriving in India. Our co-founder Tony and I were in silicon valley during the original YC wave of companies. We learned a lot from the YC companies. We also made the conscious choice to pursue a different course.

In the ancient Bharatiya tradition of philosophical debate, I am going to offer this.

I will start with things I agree with YC on.

1. The biggest lesson anyone can learn from YC: small passionate teams can do magic. This was true way before AI coding arrived and will always be true.

2. YC is absolutely right to not over-emphasize "innovation". Doing a similar product as the bigger guys, faster and cheaper, is often the best course. Google did not invent search. OpenAI did not invent the LLM. Anthropic did not invent agentic coding.

3. YC companies tend to geographically cluster, and that can lead to subtle peer pressure and group-think. So the "laggard" founders who are not growing like a weed every week start to feel left out and eventually the result is "founder depression". And YC has counselors.

By the standards of 2007 silicon valley or even 2014 silicon valley, we were thought to be losers. Just keep that in mind.

4. Many deep tech problems like building a better, cheaper MRI machine or advanced semiconductor equipment require long focus and patient execution and lots of capital. These are endurance tests, not weekly sprints.

5. YC too often optimizes companies for "exit". That philosophy was built for and requires prolonged bubbles, which American policy has delivered, at the price of nearly wrecking the country (note the extreme inequality and political division). If you love India, you should not wish for similar bubbles.

6. YC model worked in silicon valley. One of the reasons it worked was that silicon valley could get any talent from anywhere in the world, notably from India, easily. That era may have ended or at least on pause right now.

Bengaluru has tried the same thing but with "any talent from anywhere in India" and we have not yet created huge companies. India needs its Huawei and Xiaomi and BYD and these companies are Chinese to the core, built by patriotic Chinese. Indian talent, staying in India, rooted in India, is going to have to build companies like them. Enough said.