Sympathy for the China property credit analysts. No end to the pain. Cogard is huge...

Excellent episode. Highly recommended.

Most would have heard of NAV loans. Now there's Manco loans. bloomberg.com/news/articles/…

Interesting and v perceptive observations in the latest Stratechery article. stratechery.com/2023/ai-hardwa…

Quite an interesting read ssa.gov/OACT/presentat…

Recently read Hari Krishnan's "Second Leg Down" - a really fantastic book about a topic that's v impt but seldom covered anywhere else. I'll summarize the topic as "portfolio repair."

It's crazy how accurate this was. Great call!

Slowly but surely, everything’s falling into place. Testnet-2 is live, and with it comes our most anticipated release yet — a fully onchain, first-of-its-kind Central Limit Order Book (CLOB) 🧵

Verifying my Twitter account for my #GalxeID gid:uLxKwBjx7QVud6W8StunMZ Galxe