HVR

Adventure Capitalist. Pre-Seed to A. Cali-girl that kept going east, and one who is very unserious on here.

[HVR @hannakvr]

@buzzcutluvr Gosh this is too funny. You’re good

[HVR @hannakvr]

@lolawajs Still waiting on the next one 🥹

[alli @sonofalli]

if your girl:
- drinks a lot of water
- causes drama
- remembers everything
that's not your girl, that's a data center

[HVR @hannakvr]

@Porkchop_EXP I don’t think any expats last long in Germany tbh. The country is getting bashed left n right it’s wild 😭

[HVR @hannakvr]

@true8_ Beautiful

[HVR @hannakvr]

@jkhamehl @cdixon Lol the gc guys get the worst rep left n right

[HVR @hannakvr]

@BillAckman The brain and generally humans are resilient. We all wish your Lucy to a speedy recovery.

[Jack Prandelli @jackprandelli]

🇨🇳 China just launched a shipping route that skips the Suez Canal and the Strait of Hormuz entirely.

A Chinese container line, started its regular "Ice Silk Road" service through Russia's Northern Sea Route this week, running almost the whole way along the Arctic coastline.

The first vessel, Dubai Tower, carries 1,740 TEU, tiny next to a modern mainline containership running 20,000-plus TEU.

The crossing takes about 20 days, versus roughly 40 days via Suez, half the transit time on paper.

Rosatom, Russia's state nuclear company, issues the Arctic navigation permits and supplies the nuclear-powered icebreakers that keep the route open in ice season.

Rosatom is already calling this the next step toward regular seasonal Arctic shipping, not a one off...

Strategically this matters more than the ship size suggests.

It's a Europe-Asia corridor that sidesteps Suez, Hormuz, and the Red Sea, all the chokepoints this account has covered all week, and gives China a shipping lane that doesn't run through anyone else's waterway.

One small ship doesn't reroute global trade but pair this with everything else running this week, the Yanbu to Sidi Kerir reroutes, Oman's Duqm bypass hub, and now a functioning Arctic corridor, and the pattern is the same everywhere...everyone's building a way around the chokepoints that used to be unavoidable.

[kuno @kunoo]

Nobody is an atheist at 50x leverage.

[Abril Zucchi @abrilzucchi]

he's not broke he's just pre-revenue

[Michael Dempsey @mhdempsey]

(New Essay) Dear VCs, Just give up

Do not pass go. Do not collect management fees. It is over.

https://t.co/6yAN4ffF5h

[HVR @hannakvr]

@mhdempsey @jay_drainjr so real - still shootin 🎯 out here but it’s tough

[HVR @hannakvr]

@PotCzach Very specific and very true l lol

[SMB Attorney @SMB_Attorney]

Pablo Pledgescobar

This dude was a Dean’s List accounting major at Penn State who kept a blog talking about his “passion for numbers and financial storytelling” and how he wanted to be at the forefront of the financial landscape.

He also cut his frat brothers’ hair on the side for extra cash.

Meanwhile he’s allegedly the top of the entire cocaine chain for the campus, running kilos out of Sigma Chi and Delta Upsilon houses, making regular supply runs to Philly and New York, and using actual pledges to cut and bag the product as their official “indoctrination.”

There’s even a photo from one of the deals where pledges are helping package 500 grams he just sold for $18k. Later deals hit full kilos.

He kept selling after he graduated.

Unreal.

[HVR @hannakvr]

@annabesss Yes exactly lol

[Martin A. Armstrong @ArmstrongEcon]

Shutting the Strait of Hormuz means the Gulf States can't sell oil.

If they can't sell oil, they default on their loans and that ends up going into a banking crisis that leads right to London.

[HVR @hannakvr]

Please make this happen (!)
Please read the comments (!!)

[Blake Scholl 🛫 @bscholl]

I’m opening a bar in San Francisco called Liquidity.

You get in through the Exit.

[tweet davidson @andyreed]

large ass language model, call that a BBLLM

[FORTUNE @FortuneMagazine]

“My guess is he is preparing to offset a boatload of carried interest income. If you own a sports team, done correctly, you can get a deduction against income. The goal in acquiring a sports team is to setup a ‘non-passive’ deduction.” https://t.co/7vIenZdifF