Merlin

Husband, dog dad and CFO. #motogp #49ers Mostly on

[Merlin @newmerlin1]

@dampedspring Given your wheelhouse, I’m surprised it’s not here…

Gonna grow out way out of the debt

Meanwhile mechanics further shifting to the opposite

* then there’s that tariff piece of that “promise” too

[Merlin @newmerlin1]

@Ksidiii Was there as well - the only SFO attendee I was aware of, agree with much of this. Tho much of the sell side was mid-lg size too.

Headline driven unpredictability, supportive of vol —> shorter tenors and around thematics, and yes, current QIS suffering under this regime

[Merlin @newmerlin1]

@AISafetyMemes @threadreaderapp unroll

[Merlin @newmerlin1]

@phase0x Good Morning Phase 😀☕️

[Merlin @newmerlin1]

@pmarca @bhorowitz Current VC: Valuation vs Value?
- early days/unknown true effects on TFP. No?
- Security - cost to maintain comp adv (need to build in-house vs use public LLMs at Lg Corp scale)?
- Regulatory + Litigation risk
Are valuations accounting for many unknowns or overly optimistic?

[Merlin @newmerlin1]

@FoundersReveal Founder and COO, with a total team of 2 is fun too

[Merlin @newmerlin1]

@GhostofAO2 @threadreaderapp unroll

[Merlin @newmerlin1]

@SullyCNBC It’s now retained earnings.

https://t.co/vrZBxUcCr6.

[Merlin @newmerlin1]

@phase0x 👋🏻

[Merlin @newmerlin1]

@phase0x 🖤

[Merlin @newmerlin1]

@phase0x Thanks for all you’re doing - seen and unseen. It takes a special kind of strength that could only come from a very special person

[Merlin @newmerlin1]

@phase0x gm Phase 🙂

[Merlin @newmerlin1]

@SantiagoAuFund fixed rate US debt, colors are years

[Merlin @newmerlin1]

@th3j35t3r At least 3, maybe 4 years now. Never a regret.

Thanks for all you do J! 😉

[Merlin @newmerlin1]

@Globalflows voted for 🔥
I'm always behind tho... definitely appreciate it all, when I get the time

[Merlin @newmerlin1]

@hendry_hugh I wish there was, for many people’s sake. Report and do what you did. Unfortunately it’s whack-a-mole… always popping back up. Problem never gets solved

[1517 Fund @1517fund]

42s of cosmic perspective.

The final image that you will see in this zoom out is smaller than your thumb. Each point is a galaxy. With a hundred billion stars. Each.

There are roughly 265,000 galaxies in this sequence. All in that small patch of sky.

[Merlin @newmerlin1]

@phase_76 This resonates on many levels. Especially rn. Thank you

[Merlin @newmerlin1]

@DiMartinoBooth See also: $BBBY coupons