every day is the same as the last
asian stocks limit up, US stocks hit new all time highs, trump says Iran wants a deal so badly, the dumbest person you know is up another 10x on some "bottleneck" stock that his LLM told him to buy
every hype holder should be thanking kyle instead of hating on him
hype would def be trading lower without his vocal opposition
intense rivalry accelerates innovation
ignore 99% of coins, including BTC
be long some basket of perp dex/privacy/TCG meta
be long computes via equities
be long veblen goods that walk the line between functional art/status symbols
own land
these seem like the only things worth owning
pre-ipos continue to hit discovery bounds upon launch. QNT hit within 4 hrs
width/number of bounds increased to facilitate more expansive price discovery
for a variety of reasons, day 1 euphoria is now compressed into the pre-ipo launch, regardless of how big the name is
the kimchi premium has finally returned home
should have expected EM memory to be that bid relative to all other risk assets, even if you fade the hormuz news
Good morning my loves, happy Saturday. Sorry I've been quiet, obviously been busy, but thought it'd be nice to give you all the details on the multi-strategy absolute return program that experienced the 28% drawdown this year. (1/n)