Let's not let a few bad apples spoil the barrel Some blowups are fueled by individuals who acted irresponsibly and/or out of bad faith This is not to say that the industry is innocent. The fact that such actions can happen means that there are loopholes We can do better

"Conviction takes vision, constraints, data, intuition, experience, leadership, trust, and courage." Chris Saad Yaniv Bernstein on The Startup Podcast

Banking is broken. But do we have a solution?

Thoughts?

Roll ups are technically roll downs. Right?

ETF -> halving -> monetary easing -> wagmi Right?

One key metric I’m tracking is the total market cap of stable coins. I use USDT and USDC as a proxy. An increase in market cap means fresh capital is coming in. Which means …

BTC > ETH > alts History doesn’t repeat but it does rhyme

Logic is an invention of man

Correlation is not causation

BlackRock submitting their ETF application

Talent is the best asset class

What is one call you don’t want to receive? A margin call

The best financial plan is to save like a pessimist and invest like an optimist

BTC price This tweet: $34.5k ETF approval: $46.5k Halving: $63.5k Monetary easing: ???

Hey anon

The casino is called solana

Sentiment is a fickle thing

Panics are temporary, value is permanent

For quality of life, it is better to err on the side of being an optimist and wrong, rather than a pessimist and right