FiscalGains
903 posts

FiscalGains
@guy_venture
|| Early Stage Investor || Collector of Things || DPI Seeker ||
가입일 Ocak 2019
3.4K 팔로잉1.9K 팔로워

the most underrated consumer company that’s crushing rn is @triumpharcade
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Weekend develops voice-powered games for your TV.
Play Jepordy, Karoke, etc. on Roku/FireTV/Samsung
$25M ARR, 7x YoY, closing a $50M round at $500M.
Congrats!
Weekend@WeekendHQ
It's the weekend, you know what that means! Fire up your TV and let's play! Game night starts on Weekend.
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This is what it looks like when founders take on hard, physical-world problems and execute.
@Living_Carbon just secured $500M from Octopus Energy Generation to reforest degraded American land. At full scale: removing the equivalent of NYC's annual carbon footprint.
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Respectfully disagree here. Understand the desire to promote the company you’ve backed so will do the same. I looked at both and made the decision to back @winstonweinberg and team @harvey . We’ve invested twice now. Harvey is adding a full “legora” of revenue every few months and killing it across US AND Europe. There is room for two vendors in a market this large and complex but make no mistake, Harvey is THE market leader and the company is on fire!!! 🔥🔥🔥🔥
Paul Graham@paulg
Just went to visit Legora. Most impressive startup I've been to visit in years. They're going to surpass Harvey in 2027. After that their only potential rivals will be the model companies. And if ever there was a territory you could defend against the model companies, law is it.
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@the_judge1111 $200M to $300M ARR growth in 9 months = Series E, or Palo Alto acquisition
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Random Suburbs in US with Unreal Talent (hot chicks)
1. Short Hills, NJ
2. Hinsdale, IL
3. Edina, MN
4. Westfield, NJ
5. Wellesley, MA
6. Rye, NY
7. Lake Oswego, OR
8. Manhattan Beach, CA
9. Darien, CT
10. Overland Park, KS
11. Los Altos, CA
12. Brentwood, TN
13. McLean, VA
14. Cherry Hills Village, CO
15. Naperville, IL
16. Carmel, IN
17. Birmingham, MI
18. Brookfield, WI
19. Dublin, OH
20. Zionsville, IN
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Whoever guesses my courtesy car number first gets tickets to the @Cadillac championship or if you can’t come this one, the closest tournament to you

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FiscalGains 리트윗함

My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time.
He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha.
He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life."
He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett.
But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them.
Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does.
Enjoy!
Timestamps:
0:00 Intro
1:00 The Kindest Thing
13:19 Trading vs. Investing
17:33 Lessons from Warren Buffet
22:24 The Existential Risks of AI
29:54 The Nature of Trading
31:46 Bitcoin
35:55 Bubbles
42:08 A Day in the Life of PTJ
46:00 Information Overload
47:07 Passion for Markets
50:49 The Robin Hood Foundation
54:18 The Workless World
56:03 Journalism
1:00:00 Principal Components of a Great Life
1:05:06 Kill Them With Kindness
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@guy_venture Kind of? With dilution it’s realistically what, 4-5x?
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FiscalGains 리트윗함
FiscalGains 리트윗함

This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore.
Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how century-old markets work.
Its founder, Jeffrey Yan (@chameleon_jeff), had never taken a physics class when he picked up a textbook at 16. Two years later, he won gold at the International Physics Olympiad. In 2019, he started trading with $10,000 from a living room in Puerto Rico—working off a television because he didn't own a monitor.
Within 3 years, he was running one of the largest anonymous crypto trading firms.
Then he shut it down. Yan was rich and free, but he had spent years inside crypto, watching it betray itself. Bitcoin's central premise was decentralization. Yet the biggest exchanges were centralized. Crypto kept reintroducing the dependence on trust it was built to eliminate. He set out to create what should have existed.
Hyperliquid is a blockchain with a trading exchange on top, and anyone can build on it. Yan's vision is to house all of finance. In 3 years, it has done over $4 trillion in volume. And in the past few months, it has begun to outgrow crypto.
Markets for oil, silver, and the S&P 500 now trade on Hyperliquid around the clock, weekends included, and are growing roughly 40% week on week. When the US and Israel bombed Iran on a Saturday in February, Hyperliquid was the venue traders turned to.
Hyperliquid's success has cost Yan his freedom. He works out of a secret office in Singapore and cannot travel without two bodyguards. Even the team's housekeeper doesn't know what they do.
In January, @domcooke spent a week at their office. Read his profile on Yan and @HyperliquidX below.

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