Congrats Connor! Thanks for having me on to talk about God.

How often are you guys having an LLM experience where you think "man this is going to eat everything"?

We clearly have too broad a definition in this industry for what constitutes a market maker and it’s causing confusion

Bragging about your boner strength while taking boner pills and then trying to say the boner strength isn't from the boner pills is crazy work.

This must have been how Michael Bolton felt in Office Space smh

Remember when Sam used to do this on podcasts and we all thought it was cool

March pretty choppy month for macro. QQQ -8%, worst month since Dec 2022. SPX -6%, worst month since Sept 2022. BTC -2%. Alts much worse. Bring on April!

Dead serious Mom called me today to talk about how well BTC holding up with the macro stress

Everyone watch this.

Just as a reminder for the first cyclers- we did a down 50% in 24 hours for Covid. So that’d be like going and seeing $40k for lunch tomorrow. Have fun!

It still seems to me that every action we've seen from Trump on tariffs can be completely explained by identifying a multilateral currency agreement (ie, The Mar-a-lago Accord) as the end goal. Anyone have any good pushback against that perspective?

“Busy April, May, maybe into June.” Bessent giving the market a timeline (afaik for the first time). Even just that is a meaningful reduction in uncertainty.

The absolutely cacophonous bitching and moaning from Wall Street right now. BESSENT: WALL STREET HAS GROWN WEALTHIER FOR FOUR DECADES, 'FOR THE NEXT FOUR YEARS, IT'S MAIN STREET'S TURN'

This is like the hezbollah beepers of macro economics

Watch this from this afternoon. Trump seems highly confident that: 1- China is going to deal 2- It’s going to be pretty quick 3- It’s going to be what Trump wants