Sublime
An inspiration engine for ideas
Brett Fragel
@sirchandistroix
Maxwell Thompson
@maxwellmtbc
Matthew Lehner
@matthewl
Here's full Larry Fink quote on bitcoin/digital assets from the Q3 earnings call, he says bitcoin asset class in itself, they talking with institutions worldwide about allocation, dig assets remind him of the early days of the mortgage market (now $11T) and POTUS won't make dif https://t.co/McvpW7cCnB
From my favorite newsletter The Diff:
would be convenient to have a more complete market, but for now it's not going to happen. This actually gives us a good description for how venture capital works: VC money goes into businesses that start out hard to understand—and are not worth understanding in great detail because... See more
Santiago R Santosx.comMitchell Teplitsky
@mitchellteplitsky
Jason Bergman
@jasonmbergman
Michael Burry shutting down his hedge fund and opening a blog is the best thing to happen.
Now we may get to see more in-depth thoughts and market commentary instead of just surface-level news.
One of my favorite lines from his earlier letters: "A wildly fluctuating dollar selling for 40 or... See more
Joseph Carlsonx.comIn 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... See more
Patrick OShaughnessyx.com