Buy Now, Pay Later & Payment Ramifications
Compounding Crazy
Comments on Earnings from legacy fintech companies
Druckenmiller warning about more gov't spending
Druckenmiller views
Earnings Week Reports
$FISV Quarter
Renaissance Tech
Retail Participation
Shareholder Perks
Michael Dell
Lyn Alden on Fiat Cash
$TWTR, Jack on BTC
$V Earnings insights
Wealth Management Loans
Dare to be Great 2
Steve Mandel
Silvergate Conference Call
Ben Bernanke
Kin Insurance
Ben Bernanke on Inflation
Q2 Global Retail Trends
Bullish IPO
Robinhood vs Webull
Fintech S1 Highlights
Meme Stocks
Why are corporations, pension funds and property investment groups buying house
Bill Huang & Archegos
Power Laws in Venture Portfolio Construction
Equi: Is That a Family Office In Your Pocket?
Lessons from the Tech Bubble
Is all this institutional money making crypto markets more efficient?
TradFi vs Crypto
SBF thoughts on Coinbase’s 2021Q2 Financials
Crypto grows from 2% to 41% of Robinhood’s total revenue
$HOOD quarterly
Notes on David Marcus discussing $FB, Novi and Diem
Dividend Aristocrats performance since Dec 31, 2010
First time earnings calls for payment companies
Malcolm McLean and the containerisation of the world
The Community Garden : The Case for leaving FAANG Companies for Crypto
The Suez Canal
The concentrated stock puzzle
The everything bubble
On the global supply chain disarray
Twitter & Robinhood doubling down on crypto
NYC’s tech resurgence
Why the largest crypto trading firms are becoming venture capitalists as well
Summary: BoA Digital Assets Primer
Mapping out the Macro Endgame
ScribeDAO : Mapping out the macro endgame
Mike McDonald on top markets
Crypto macro bull thread
On Institutional Traps
Structural issues in Chinese real estate and differences to the US in 2008
Bond primer
Evergrande: The Train Wreck the financial world and media can't help but watch
The death of citadel
DST Global
US Debt ceiling
5 Threads to get you up to speed on the global economy
On bitfinex and tether’s settlement with the CFTC
Buyer beware of futures-based bitcoin
Narrative Distillation
So you wanna trade stocks
The Fiat system
The Billionaire Tax: The Worst Tax Idea Ever?
Fed stops
10 takeaways from deep dive on sales, startups, venture and more
The Cantillon Effect
Coinbase Q3 2021
Give every baby a 10k investment fund
Real Estate will be a poor investment 20+ years from now
Swift and Total 2 decades later
How this all happened
Trends in Banking for Digital Asset companies
JPM POWER+ Framework for Payments
Tradfi and governments underestimate their unpopularity
Dec 2021: The fifth age of oil
The blaring horns of bonds
Ownership and the American dream
Wells Fargo crypto report key points
Tiger’s Crypto Portfolio
Bain Capital Crypto
Thinking about Interest Rate Derivatives and their applications in crypto
Coatue’s crypto portfolio
Tennessee DAO LLC vs. Wyoming DAO LLC.
Central bank digital currencies
# 37 | Capital Structures for Stablecoin Protocols: the Revenge of the Sith
How defi is perceived by the IMF
Capital Structures for Stablecoin Protocols (II): Anatomy of a Fund-Raising
Mapping out GSR portfolio
UST and USD everything is monetary policy
Institutional money in crypto
Kraken’s acquisition and investments
Day in the life of a hedge fund analyst
On the crypto legislation
The fed’s twin policy errors
M&A Defense strategies in crypto
Crypto x Real Estate
CeFi companies
Data versus reality
Anatomy of a high yield credit freeze
The credit crunch is not the end of crypto lending
Liquidity Runs The World
Bain Capital Ventures Portfolio
Hayes: Teach me daddy
Breakdown of the hedge fund industry
Avi - Finding edge in Crypto
Goldman Sachs: The Quest for Eternal Youth
Liquidity Capital and Bank runs
Credit Suisse: what happened and what the implications are
Day in the life of a hedge fund analyst
What is a credit default swap