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markets, crypto, AI

[🐛 @flashfx]

@Evan_ss6 @Muraum_ @CAres0403 Best value subscription out there imo

[🐛 @flashfx]

@Evan_ss6

[🐛 @flashfx]

@ptuomov Would you ever have a strategic allocation to Bitcoin/NFT/Crypto/Gold/Silver though? Or are those just always off the table?

[🐛 @flashfx]

@gabriel1 @drgurner There's no escaping the status game, I guess it's just seen as uncouth to do it very overtly 🤷‍♂️

[🐛 @flashfx]

@valuedrift Not baffling but CMPS was a bit of surpise as well. Could be my ignorance but always had that bucketed as a shitco.

[🐛 @flashfx]

@goodalexander This was really good

[🐛 @flashfx]

@Evan_ss6 Good stuff. Personally I’d quit at that level as having control over one’s time is one of the greatest forms of wealth.

[🐛 @flashfx]

@TheStalwart YouTube is just a great platform so even if I am just listening, it’s nice to save/queue up podcasts there versus using another app

[🐛 @flashfx]

Really enjoyed this

[threadguy @notthreadguy]

My full conversation with @based16z

0:19 the Hyperliquid call
5:01 almost losing his $HYPE airdrop
8:27 life after life changing money
10:12 dating a billionaire's daughter
14:37 from online poker to Crypto
16:40 two trades made his year
20:56 the Snapchat trade
27:43 Sydney Sweeney $AEO trade
31:14 posters move markets
41:42 loot and rob
44:23 advice for a 20 year old
47:23 math lore
51:49 why he has no social media

[🐛 @flashfx]

@chumbawamba22 All the best Chumba. Hope you come back but understand if you don’t.

[deathTouch @deathtouch2k]

Leopold sold a product that people paid significant fees to buy.

Lots of talk about how Leopold took too much risk -- he took exactly as much risk as the insane $20-$30bn of capital demanded him to take.

The lesson isn't in what Leopold did (or failed to do) in his investing strategy -- the lesson is how institutions who manage money at a level that can be a meaningful check in a $30bn AUM fund didn't see the risks he was taking.

FOMO is a crazy thing.

[Jake @EconomPic]

Indexing isn't passive investing

[🐛 @flashfx]

Interesting read. On AI, Math and Cryptography https://t.co/mSm9aU0iV8

[🐛 @flashfx]

@Evan_ss6 ? https://t.co/XLZG4Bjg0b

[zoomer @zoomerfied]

[ ZOOMER ]

ROBINHOOD TO OFFER PERPS IN-APP USING BITSTAMP: PRESS RELEASE

[🐛 @flashfx]

Great to see this. ETF structure will help with tax efficiency, and I’d expect AUM increase significantly over time given how strongly flows have shifted toward ETFs versus mutual funds. Crazy that this only has $75m in assets with the track record @gatorcapital has.

[ETF Hearsay by Henry Jim @ETFhearsay]

ETF Merger/Acquisition Filed

Gator Capital Long/Short ETF
Ticker: tba
Fees: 3.01%
Effective date: targeting Dec. 11, 2026

Target:
Caldwell & Orkin - Gator Capital Long/Short Fund - $COAGX / $GATRX - fees remain same at 1.00% management fees and 3.01% including interest and dividend expsense.

Reorganization of Gator Capital Long/Short Fund into an exchange traded fund structure.

ETF prospectus:
https://t.co/v3483HcllJ

Mutual fund prospecutus:
https://t.co/FDExvF3OIi

Filing: https://t.co/ZZZoelRmmb

#ETF #ETFmerger @gatorcapital

[🐛 @flashfx]

@Evan_ss6 @clayfert9 Study

[Evanss6 @Evan_ss6]

Is $1T enough to retire?

With the cost of luxuries rising fast, it may not be

👇

[🐛 @flashfx]

@Evan_ss6 But Mel Mattison says $1m is enough

[🐛 @flashfx]

@kevinxu This is pathetic

[🐛 @flashfx]

@Evan_ss6 7. Crime

[🐛 @flashfx]

@Natan_benish @ArtificiallyInu https://t.co/JWsQh8s8ED

[Rex @R89Capital]

AI/USDG is doing 8x more volume than AI/NVDA