Sublime
An inspiration engine for ideas
Solid piece ā I especially appreciated @pjchouguleās origin story, and his point that āinsider tradingā in prediction markets is generally a feature not a bug (as my colleague @ZackPokorny_ has also argued).
However, Polymarket and Robin Hanson are conspicuous by their absence. https://t.co/5fnvKPEd6D
If the Fed jacks up interest rates, growth assets could tank short-term. Ham-fisted crypto regulation is a legitimate concern. Markets never go straight up. Even though global equities and the Nasdaq have compounded at a roughly 10.5% CAGR and ended up and to the right, there were a lot of bumps along the way. Please donāt mortgage your house and Y... See more
notboring.co ā¢ Compounding Crazy
You all know that we don't need 12 Bitcoin ETFs right? The winners in this game are the custodians. It's BitGo (HashDex), Coinbase (the rest), Fidelity (Fidelity), or Gemini (VanEck) 11 of them will quickly have zero volume. Only one company here has the chops to custody Bitcoin.
Bob McElrathx.com
Unpopular opiniĆ³n
El mercado de monedas estables y cĆ³mo generar rendimientos con ellas, es lo que mĆ”s va crecer en el ecosistema. https://t.co/IAdtqiAMYL
my quant, who has been charting since people were using seashells as currency (check his bio), is aligned w/ the "maybe one last dip, but we're going to absolutely rip next month" thesis, while the ct tl is 50/50 on it being over.
higher.
doug funniex.com
10 Must-Read Investing Books Recommended by Joel Greenblatt
His hedge fund Gotham Capital produced an astonishing 40% in annual returns over a period of 20 years
Thomas Cotter
@timco
After consistently fading the recession trade by betting on higher interest rates, Andy Constan @dampedspring has now left "higher for longer" island because it is too crowded.
Known for his view in 2023 that the bond market was over-estimating the odds of a recession, Andy now thinks a 2-Year Treasury yield of 4.8% mi... See more
Jack Farleyx.comstarting a barbell strategy fund that only invests in memecoins and hypersonic missiles
Patrick Blumenthalx.com