Sublime
An inspiration engine for ideas
Kalshi's prediction market betting limits are defined in 702 PDFs sent to the CFTC from KalshiEX LLC.
I used Claude's PDF API beta to parse all 702 of these PDFs, costing me $30 for 215MB of PDF parsing.
All prediction market betting limits have been posted to my website below! https://t.co/39rYi6h5zT
In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth.
SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently w... See more
Patrick OShaughnessyx.com
Don’t ever let me catch you investing in a 3rd-layer SPV.
I don’t care how hot the startup is, or how great the returns in the underlying company might be. It’s a con, you’re the mark, and you’re going to bleed out on fees.
If you’re not familiar with a 3rd-layer SPV, it’s an SPV (special pu... See more
BLOOMBERG'S MOAT & AI FOR FINANCE CO-PILOTS
Look around for a moment and you see an incredible amount of effort to build an "AI for finance" co-pilot. We are working to compile a comprehensive list of these tools: our list is over 50 and growing (we will release this soon), almost all with impressive teams of either for... See more
Brett Caughranx.com
David Greenspan, founder of Slate Path Capital, taught a class at Columbia Business School that saw many of today's top investors go through. We were fortunate to be a part of it. David published a book called BEETS that has become the unofficial handbook that all today's top l/s investors have read. Should be made required reading on par with Marg... See more
#211 with Julian Shapiro - The 3 Cheat Codes Startups Use to Print Cash
mfmpod.comMakers and Takers: The Economics of the Kalshi Prediction Market
ucd.ieLeo Melamed, Man of the Futures: The Story of Leo Melamed & the Birth of Modern Finance
J. Christopher Giancarlo, Cameron Winklevoss, • CryptoDad: The Fight for the Future of Money
Algorithmic stable coin is not very reliable because the assumption about the underlying volatility assets could break once in a while. Consider Long-Term Capital Management.