Anthony Fiedler
@fiedlerfyi
Anthony Fiedler
@fiedlerfyi
Cryptocurrency and Stablecoins
Stablecoins 2.0 - The players as Stripe enters the foray with their Bridge acquisition. Paypal has its PyUSD. Circle and Tether, and a few others.
Automation and AI
Article for video scraping with Google’s AI Studio
Writing Books not a good idea, unless weekly or some demand necessary
Value and Profitability - Damodaran 2025 Exploration into Sectors and levels of Profitability
Greatest comeback - setting timeframe, deciding to take action and a good read to remind yourself how it’s on you (us/me).
Automation and AI
Agent LLM apps in GitHub Repo for all sorts of applications
PE moving from LPs to bring inhouse on investments to be able to draw capital whenever they want - Blackstone / Berkshire with access off the balance sheet on permanent capital.
Interesting that as PE has been open to 401k individual investors, it has also become more opaque as governance will typically lack without the intermediary relationship of GP/LPs.
Burgundy, Climate Change and Investing in Wine