@BittelJulien Julien, appreciate your great macro work all these years. Thought you could use a lot more independence and congrats on the move! Would be first to sign up once your new platform when it comes out
@factor_members Hi Peter, Curious do you have any comments on closing the BTC short position? Understand you had a tight stop on the trade but do you think the daily bearish setup has been nullified? Still below $89k levels (December 7 close) thus far.
@factor_members Thanks for the update Peter.
Curious do you have any comments on closing the BTC short position? Understand you had a tight stop on the trade but do you think the daily bearish setup has been nullified? Still below $89k levels (December 7 close) thus far.
@tmrohan Agree, and why do you think that is? Because more talented people realize starting their own fund is a viable option? Or because they think they’d better off doing VC as a side hustle and focus on something more real (e.g. an actual startup)?
@paulg Interesting observation, but imo much of such opposition is culturally contingent? So this mechanism can certainly be useful in a societal sense but not evolutionarily