내가 이번 달 집중한 상당히 흥미로운 이야기. 바로 2월 10일, 알파벳(구글)의 대규모 회사채 발행 건. $GOOG 뭐~대충~ 구글이 또 CAPEX 늘리는구나~ 하면서 넘어간 사람들 꽤 있을거야. 하지만 구글이 약 200억 달러 규모의 채권을 찍어냈는데, 시장에서 사겠다고 몰려든 돈(매수 주문)만 무려

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Goldman Sachs just filed for a #Bitcoin covered-call ETF. They're not debating Bitcoin anymore. They're building yield products on top of it. Wall Street is now doing what Bitcoiners did quietly for years. The difference? They're packaging it for your 401K.

이번 상승 사이클에서 장단기 금리차 역전이 침체를 예측하지 못 했듯 과거에 신용위기를 모니터링하는 좋은 프록시 지표였던 신용 스프레드도 그 구성의 변화로, 이번 사이클에서는 잘 작동하지 않을 수 있다. 만약 Private Credit발 위기가 발생한다면, 신용 스프레드는 상당히 후행적으로

クラリティ法案が危機で本当にヤバいのは銀行業界と民主党 この法案はジーニアス法案の隙（ステーブルコインの利回り）を埋めるために争われています。 銀行は必死に隙を埋めようとし ユダとなったティリスと民主党はトランプファミリー規制を要求。 では、クラリティ法案が成立しなかったら？

IF YOU INVESTED $100,000 IN SAM ALTMAN'S WORLDCOIN AT ITS ALL TIME HIGH, YOU WOULD HAVE $2,000 TODAY. That is a 98% collapse And the chart is the least controversial thing about $WLD. Sam Altman built a device called the "Orb" that scans your iris and collects your biometric

I'm going through something quite unsettling right now, I have to limit Suby's growth because we can't keep up with all the requests. You're going to tell me that's exactly what fundraising is for: hiring and delegating. But I don't want to go that route. I think we can still

This morning, the Korean National Tax Service announced that it would push ahead with cryptocurrency taxation, which has become a major issue. The problem is that there is currently no infrastructure in place to enforce this taxation, and practical preparations are only now

A founder friend runs a SaaS doing €1M/month. He thought he was paying @Stripe 2.9%. We pulled his last 12 months of statements together. The real number? 7.27%. That's €524K a year going to fees, on a budget line that said €348K. Here's what that exercise taught me about

there won’t be a single meme on SOL rn that can go from 0 to 50M just because it’s funny or the community is strong it doesn’t really work like that if you give all the supply to random holders, it usually breaks on the first real sell pressure. early buyers take profits,

Elon Musk: “You think that someone like Bill Gates who started a technology company that’s one of the biggest companies in the world, Microsoft —you think he'd be really quite, strong on the sciences, but actually, he's not strong in the sciences, He came to visit me at the

To also add a bit of info for the subscription part in particular, the subject has already been settled for about 2 years, we can technically do crypto subscriptions, with account abstraction and EIP-1337 the problem is that customers don't want to sign out of fear of unlimited

🚨 Altman texts Musk: "we offered you equity when we established the capped profit. you didn't want it at the time." (Altman drafted this with Shivon Zilis, then sent it to Musk that night.) OpenAI's lawyers' plan was to use this to argue Musk's lawsuit is competitive warfare —

Day 3 of the Musk vs. OpenAI trial just got spicy. 🔥 OpenAI’s lawyer William Savitt tried to paint Elon as some kind of small-time donor who didn’t deliver on his big promises hammering him on the $38 million actually given versus the “up to $1 billion” he once floated. Elon

POWELL: I WILL BE STAYING ON THE FED AS GOVERNOR AFTER MY TERM AS CHAIR IS DONE when asked why he's not retiring, Powell said he was going to but the DOJ investigation left him "no choice but to see things through" and stay on basically a middle finger to Trump

You realize what this means!? Stripe just gave you a new way to create generational wealth. They invented an entirely new marketplace. Agents will be spending millions, and eventually billions of dollars for individuals and corporations. The marketpalce is empty right now.

🚨 Musk vs OpenAI's lawyer — the cross-examination exchanges William Savitt — Wachtell Lipton's lead defense lawyer, Supreme Court clerk, trained to break witnesses. Savitt opens with a misleading premise. Musk: "You're being misleading. What you're saying is false." Savitt

이 시점에 타코를 할 것이라 숏충이 제외 전세계 모두가 기대하는 중. 타코는 불치병. 근데 롱충이들도 무서워서 러셀 소형주 못가고 반도체로 피신하는 중 ㅋㅋ 난 니네가 탐욕때문에 반도체 사는 줄 알았는데 너네도 무서워서 반도체 있는거였구나 ㅋㅋ 도망친 곳에 낙원이 있을까? ㅋㅋㅋ

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x.com/i/article/2049…