
Allen Day
2.8K posts

Allen Day
@allenday
VP @primitivecrypto | Prev: founder @Google web3 | Human Genetics @UCLA



If the Strait of Hormuz situation doesn't get resolved in the next 2 weeks, half of the flights in Asia will likely get cancelled in the next 2 months. Australia and some Southeast Asia countries will get hit the hardest. Even if Aussie Airlines are willing to pay the premium it will take them 40+ days to arb in the jet fuel cargoes from Europe and US vs 15-16 days from Singapore and Korea which they usually import from. There is just no other way you can magically conjure up the jet fuel supply when Asia refineries can't produce them.




Check out my @pendle_fi @boros_fi analytics dashboard: #vault/400" target="_blank" rel="nofollow noopener">boros.yieldlab.cc/#vault/400
Currently portfolio and vault metrics #dataviz, work in progress. Soon: trades and OB



Being in SF is like being in Wuhan right before the pandemic Something is happening, it's gonna hit everywhere but so few people know it









Another realization: so-called “secure” or “prestigious” careers as defined by our (very Asian 😅) parents: lawyer, banker, mgmt consultant, even compsci and med, are all on a path to commoditization for younger gen. I was pushed to be pre-med in high school, but ended up in compsci. only spent ~1yr coding professionally, while investing on the side nonstop. My best “time off” in my 20s was reading those lengthy earnings reports during 15 hr flights from SF to HK In the post-AI era, the only sustainable way to build a meaningful career is to work on ONLY things you’re deeply curious about and genuinely good at. Mediocrity is no longer a viable option, not just because it’s unfulfilling, but because roles you don’t care about won’t even exist long enough for you to maintain the productivity that market is expecting. They’ll be replaced by ai


