daniel

live every day like it’s baja blast because it might be your baja last

[daniel @notdanielkim]

naming my daughter Ebitda so she doesn’t get impressed by your dusty son rolling up car washes in the Cincinnati metro area

[John Hyslop @sloprules]

It took Mark Cuban 32 years to make his first million. You could do it today if you just hit a 9-leg dinger parlay. Work smart, not hard.

[daniel @notdanielkim]

the worst part about my twitter being hacked to retweet crypto posts is now all of you think i’m a virgin

[daniel @notdanielkim]

@RichardAhern9 @LouieBellina you don’t trade a 25 year old perennial Norris finalist

[daniel @notdanielkim]

@ericzhu Porcelain Throne Ventures / Swirly Capital / Duke E Capital / Brown Nose Ventures also participated in the round

[daniel @notdanielkim]

@purplingde0 @BroadwayHatsNYR you’re absolutely smoking if you think the kraken are trading the future of their franchise

[SKITTLES @Skittles]

My weekend wasn't great but at least I didn't choke away a 3-1 playoff lead. Anyways taste the rainbow

[daniel @notdanielkim]

absolutely cannot wait until some pastor starts calling chatgpt the antichrist

[daniel @notdanielkim]

how do i bet on OAN or Newsmax hiring Tucker? I'm guessing OAN -100, Newsmax -110?

[Spittin' Chiclets @spittinchiclets]

SHOWTIMEEE 🎬

[daniel @notdanielkim]

@PrizmaticsBE @litcapital what is it like being this dumb

[daniel @notdanielkim]

@litcapital private equity firms, they're just like us

[daniel @notdanielkim]

product idea: childproof sharpies

[All The Right Movies @ATRightMovies]

2001: A SPACE ODYSSEY was released 55 years ago today. Acclaimed as one of the greatest and most influential films to come out of Hollywood, the making of story behind Stanley Kubrick’s classic is as epic as the film itself.

A THREAD

1/29

[daniel @notdanielkim]

@billyoxley15 how did these guys know when to wake up

[daniel @notdanielkim]

@spittinchiclets @chevrolet a banger from FIRED UP! 2003
https://t.co/0geUqrez17

[Jamie Quint @jamiequint]

An explainer on what is going on with Silicon Valley Bank:

- In 2021 SVB saw a mass influx in deposits, which jumped from $61.76bn at the end of 2019 to $189.20bn at the end of 2021.

- As deposits grew, SVB could not grow their loan book fast enough to generate the yield they wanted to see on this capital. As a result, they purchased a large amount (over $80bn!) in mortgage backed securities (MBS) with these deposits for their hold-to-maturity (HTM) portfolio.

- 97% of these MBS were 10+ year duration, with a weighted average yield of 1.56%.

- The issue is that as the Fed raised interest rates in 2022 and continued to do so through 2023, the value of SVB’s MBS plummeted. This is because investors can now purchase long-duration "risk-free" bonds from the Fed at a 2.5x higher yield.

- This is not a liquidity issue as long as SVB maintains their deposits, since these securities will pay out more than they cost eventually.

- However, yesterday afternoon, SVB announced that they had sold $21bn of their Available For Sale (AFS) securities at a $1.8bn loss, and were raising another $2.25bn in equity and debt. This came as a surprise to investors, who were under the impression that SVB had enough liquidity to avoid selling their AFS portfolio.

[New York Rangers @NYRangers]

🎶 I WANT TO BE A PART OF IT 🎶

[daniel @notdanielkim]

@spittinchiclets just fell to my knees in the walmart parking lot

[daniel @notdanielkim]

just fell to my knees in the walmart parking lot

[New York Rangers @NYRangers]

IT'S SHOWTIME ON BROADWAY.

[daniel @notdanielkim]

LETS. FUCKING. GOOOOOOOO

[Frank Seravalli @frank_seravalli]

Breaking: It's Showtime.

Sources tell @DailyFaceoff: #NYR expected to acquire Patrick Kane for 2023 2nd Rd Pick (can become a 1st) and a 4th Rd Pick. #NYR and #Blackhawks plan to conduct 3-team trade call tonight.

Possible Kane makes #NYR debut Wed in Philadelphia vs. #Flyers.