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Dispatches from the Group Chats vol. 1

Erik Torenberg eriktorenberg.substack.com

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The mysterious life and death of Intrade’s CEO

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In a sign of stranger times to come, venture capitalist Marc Andreessen funded a semi-autonomous AI bot on X with $50,000 in bitcoin, which later pumped a meme-based cryptocurrency called Goatseus Maximus to a market cap that at one point surpassed $1 billion.

Michael Taylor • The No-Fluff Guide to AI Agents

https://t.co/PUUxSqYIv8

Digital gold: $30 – $70T

Kyle Samani • $100 Trillion

“You’re an explorer on the trail of untold riches; with almost no one in pursuit”

David Senra • Tweet

Digital Cash: The Unknown History of the Anarchists, Utopians, and Technologists Who Created Cryptocurrency

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The man who bought Pine Bluff, Arkansas

Max Read maxread.substack.com

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T. Justin Dodd, CFA

Portfolio Manager

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