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By the middle of 2021, Sam saw that he could not sweet-talk regulators and at the same time have CZ as a big investor. If you wanted to be the teacher’s pet, you couldn’t sit in the back of the classroom with the badass in the leather jacket. The first thing every regulator asked for was a list of your investors, and personal details about them. “T
... See moreMichael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
Today all the gold in the world is worth $12 trillion, while global equities are worth $115 trillion. In 1980, the ratio was one-to-one, with all the gold in the world and global equities having the same value of $2.5 trillion.
ZeroHedge • In Stunning Speech, Peter Thiel Blasts Buffett, Dimon, & Fink As "Finance Gerontocracy"; Sees Bitcoin Rising 100-Fold
Three focus areas for investment: crypto, fintech, and emerging markets . I expect roughly 50% of investments to be crypto-related.
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an e... See more
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an e... See more
Mario Gabriele • Generalist Capital: In Search of Epics | The Generalist
A $16 Billion Wall Street Lawsuit for the Ages
puck.news
郭宇这次买个末日期权都赚了 80 万刀…
真的选择＞努力
美国大选，我注意力都在 A 股、币圈的现货上
衍生品只看了polymarket ，但觉得杠杆不够
单押注特朗普本来胜率就高，赔率不够
不是适合我的切入姿势
——
我想起了 23/11 月，Ftx 被 fud 的时候
机会不在于做空 ftt，当时我和朋友一起做空 的 sol
其实那时最好的是：做空 sol 上面最大的 dex — $ray
这次逻辑好像一样
美国大选，机会不在于做多特朗普赢
机会在于：做多特朗普身边最忠实的“粉丝”的股票的期权
机会在于：聚光灯下后面的那个人的影子…
外加期权这种超适合赌波动率的杠杆
而且这次特斯拉的末日期权，有“聪明钱”大单买入
你不会是一个人在船上
这次市场又用“巨大”的红利，又给... See more
破音poyin.comx.comOn the morning of May 11, 2021, Sam Bankman-Fried made his first television appearance.
Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
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Michael Lewis • Going Infinite: The Rise and Fall of a New Tycoon
love working with outrageously talented people to deliver outsized returns for shareholders in public stock markets.