Avik Roy

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Avik Roy

Avik Roy

@Avik

Co-Founder & Chairman @FREOPP. Chief Strategy Officer @Strive $ASST $SATA. @Forbes @BitcoinPolicy @AspenAGLN @BPC_Bipartisan et al. Pronounced “OH-vick.”

Austin, TX Katılım Haziran 2009
9.2K Takip Edilen50.5K Takipçiler
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Avik Roy
Avik Roy@Avik·
New @FREOPP: Our paper on how to end the cycle of tuition hikes and student loan bailouts, and actually reduce the cost of higher education, building on reforms in the One Big Beautiful Bill Act.
FREOPP@FREOPP

Taxpayers spend $150 billion per year on student financial aid. A quarter of that debt will never be repaid, and it's taxpayers rather than the colleges who will absorb the loss. @Avik and @JustinWStapley outline how Congress can implement accountability: freopp.org/whitepapers/hi…

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Daniel Di Martino
Daniel Di Martino@DanielDiMartino·
Stop comparing life expectancy with health spending. The main variables that affect life expectancy are not related to the health system but life choices. What you eat, how much physical activity you engage in, whether you are victim of a crime or a traffic accident...
Andreas Steno Larsen@AndreasSteno

I hate high taxes, but why anyone would die on the hill defending the U.S. healthcare system is beyond my understanding. You can't find a system anywhere on Earth that delivers worse value for money. Incredibly expensive. Mediocre outcome.

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Jeremy Horpedahl 🥚📉
Jeremy Horpedahl 🥚📉@jmhorp·
The reason the US spends more on healthcare than other countries is because we are richer and healthcare is a normal good. The reason we don't get as good health outcomes is largely because of murders, car accidents, and drug ODs (explains half of the gap or so)
Jeremy Horpedahl 🥚📉 tweet media
Andreas Steno Larsen@AndreasSteno

I hate high taxes, but why anyone would die on the hill defending the U.S. healthcare system is beyond my understanding. You can't find a system anywhere on Earth that delivers worse value for money. Incredibly expensive. Mediocre outcome.

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@jason
@jason@Jason·
Where can I get the best chocolate mousse in Paris tonight? I need to pair it with a Cuban cigar and some port
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Avik Roy
Avik Roy@Avik·
@TheStalwart However, the *distribution* of equity wealth is very different from real estate wealth. Most equity wealth is in the hands of the top decile.
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
Amazing chart from today's episode: It's not just that US household exposure to equities is at a record high, but that the stock market is a SIGNIFICANTLY greater component of total household net worth than real estate now, which blows my mind. The stock market is the economy.
Joe Weisenthal tweet media
Joe Weisenthal@TheStalwart

NEW ODD LOTS: The Korean ETFs that are moving markets all around the world. A MUST listen with Barclays's Global Head of Equities Tactical Strategies Alexander Altmann about the inflow of cash and the explosion of AUM in these single names levered ETFs. podcasts.apple.com/us/podcast/the…

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Paul Grewal
Paul Grewal@iampaulgrewal·
After 6 years I’m leaving @Coinbase. I’ll be transitioning to an advisory role at the end of the month and continue my service on the Board of Coinbase National Trust Company. I will be a Coinbase ally for life and am grateful to @brian_armstrong, @emilemc and the Coinbase board for the opportunity of a lifetime. ⬇️
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Jeff Walton
Jeff Walton@PunterJeff·
If you lend out your $SATA shares, the “replacement payment” in lieu of the dividend payment does not receive return-of-capital tax treatment. More information below: Please consult your tax advisor regarding your individual tax circumstances.
Ben Werkman@Werkman

SATA Share Lending Information If your SATA shares are loaned out when a distribution is paid, you may receive a replacement payment, known as a “payment in lieu,” from the short seller instead of the actual distribution from Strive. The dollar amount may be the same, but the tax treatment is different. A payment in lieu does not receive return of capital treatment and does not reduce your cost basis in SATA. You may also see payments referred to as manufactured dividends, substitute payments, or dividend equivalent payments. If you want to receive the actual SATA distribution and its associated return of capital tax treatment, check with your broker to confirm that your shares are not being loaned out. Please always consult your tax advisor regarding your individual tax circumstances. $SATA

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Megan McArdle
Megan McArdle@asymmetricinfo·
People in NYC used to say that Trump was "a poor person's idea of a rich person"--which was supposed to be a dunk and actually described his political appeal. Dems trying to tap that same populist energy instead selected a rich person's idea of a poor person.
Megan McArdle@asymmetricinfo

Platner is a private school screwup, of a type familiar to people who went to private school. The fact that he was cast as a man of the people by elites, while the working class rejected him, seems kind of emblematic of the whole progressive project right now.

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Nicholas Kristof
Nicholas Kristof@NickKristof·
My weekend column is a long look at how the Nordic countries achieved economic success (Norway has higher per capita income than the US and also enjoys higher productivity), relative equality and some of the highest levels of happiness in the world. But I'm struck by how knee-jerk the reactions are: The American left is inclined to emulate Scandinavia and the right is inclined to savage it. Partly, I think, that's because both tend to confuse the Nordic model with socialism, when it's basically about free markets coupled with wage compression and very heavy investments in human capital and in empowering women in the labor force: Excellent child care, family leave benefits, flexible work, education, etc. But the model is under real strains from immigration and fiscal pressures, and it's rooted as much in norms as in laws. I don't think the US can adopt it wholesale, but I do think there are things we can learn from it -- especially the investments in young people. And when you see a model that generates such economic success and individual happiness, it's crazy to dismiss or fear it. Here's a gift link to my column: nytimes.com/2026/07/04/opi…
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German Embassy Washington
German Embassy Washington@GermanyinUSA·
🎆 Happy 250th Birthday, America! 🇺🇸 Today, we're celebrating in style — lighting up the Brandenburg Gate in honor of 250 years of American independence.
German Embassy Washington tweet media
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1776 Live
1776 Live@250YearsAgoLive·
Continental Congress HAS SIGNED A DECLARATION OF INDEPENDENCE!  The UNITED STATES are OFFICIALLY INDEPENDENT from BRITAIN. LIBERTY BELLS ring out throughout Philadelphia; the streets ERUPT IN ECSTASY.
1776 Live tweet media1776 Live tweet media
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Matt Van Swol
Matt Van Swol@mattvanswol·
🚨#BREAKING: A 28-year-old confirms he has spent the last 10 YEARS of his life interviewing World War II combat veterans to keep their stories alive... ...in fact, for the last 10 years, he has interviewed World War 2 veterans EVERY SINGLE DAY He started as a teenager, ditching school to ride his BIKE to the local retirement home, walking up to the front desk and asking to, "meet some World War II heroes." His name is Rishi Sharma. He's crossed all 50 states and half the world. He's slept in his car and lived on gas-station food to afford it. He asks these men for hours of their memories, and then he hands the entire recording to their families... ...FOR FREE So that 200 years from now, a great-great-grandchild will know not just their hero's name, but how he laughed, how he cried, and what he sacrificed. Rishi has no military family, his parents immigrated here from India. He does it out of pure gratitude. In his words: "My parents were given the opportunity to immigrate and raise a family because of veterans like these. It's a debt of love I'll spend my entire life trying to repay..." As one 100-year-old Marine who stormed Iwo Jima told him, remembering the flag going up: "The hair on my arms still stands up when I think about how beautiful it was." THAT is America. 250 years of ordinary people doing extraordinary things... God bless our veterans. 🇺🇸🇺🇸
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Strive
Strive@Strive·
250 years of American independence. 250 years of freedom and innovation. 250 years of capitalism delivering more prosperity and opportunity than any system in history. Happy 4th of July from Strive.
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Jonah Goldberg
Jonah Goldberg@JonahDispatch·
The CEO of @Uber just dodged (some might say lied) to @BretBaier. He said that the price differences people experience are purely about supply and demand getting safe drivers etc. This is simply not true. If I open the app and my wife or daughter open the app — from the same location at the exact same time going to the exact same destination — we will get different price quotes based on the algorithm’s guess about ability/willingness to pay. This “bespoke” pricing has its defenders — I am not one — but Uber shouldn’t pretend it’s not doing what it absolutely is doing: charging people more for the same product if they think they can get away with it, and then pretending it’s about mere supply and demand or safety. It’s not.
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Pierre Rochard
Pierre Rochard@BitcoinPierre·
Bitcoin VCs sell LP interests in their fund to buy preferred stock in startups to build bitcoin infrastructure to increase adoption. Bitcoin treasury companies sell preferred stock to buy bitcoin to tranche bitcoin risk/return to increase adoption. Both are financial intermediation, both are great for bitcoin!
Parker Lewis@parkeralewis

@Ys0Complicated @BitcoinPierre @RustinPeace_SB I would sell the stocks and buy bitcoin, that's all I'm saying.

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Matt Cole
Matt Cole@ColeMacro·
Digital credit is only a year old, which makes clear explanations & institutional risk framing essential. @NateGeraci asked the tough questions on digital credit, $SATA, $ASST, the $BTC drawdown & more. My full conversation on @CryptoPrimePod. TIMESTAMPS 00:00 Intro: Matt Cole on Strive and SATA 01:09 Strive’s shift into structured finance 02:44 ASST vs. SATA: amplified Bitcoin exposure vs. digital credit 07:28 What SATA is and how the preferred equity works 10:12 Why Strive calls SATA “digital credit” 13:32 Credit risk, Bitcoin drawdowns, and Strive’s reserves 17:46 Bitcoin return scenarios and SATA dividend sustainability 20:25 Bitcoin as collateral vs. cash-flowing assets 25:08 Does a 13% dividend mean higher risk? 29:47 How digital credit should be marketed 34:30 SATA vs. Strategy’s Stretch 36:25 Strategy, Michael Saylor, and Bitcoin’s market narrative 41:04 Why Bitcoin has drawn down 43:02 AI, IPOs, and capital flowing away from Bitcoin 43:44 OG Bitcoin holder selling pressure 47:20 What could bring Bitcoin momentum back 50:43 Closing thoughts
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Erik Voorhees
Erik Voorhees@ErikVoorhees·
This capital will be used to uphold the First and Fourth Amendments to the Constitution as they relate to mankind’s interaction with AI. To those hearing about us for the first time, consider switching to an AI platform that doesn’t demand control over you; that doesn't demand the unearned privilege of spying on your activity and siphoning it to the inquisitive. Consider that you alone should be sovereign over your mind, whether natively biological or augmented by machine.
TechCrunch@TechCrunch

Venice AI becomes a unicorn with $65M Series A as its privacy-first AI platform takes off techcrunch.com/2026/07/01/ven…

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Joe Lonsdale
Joe Lonsdale@JTLonsdale·
Pleased to announce we closed @8VC Fund 7; $1.5B capital to partner w/ top talent in this US-led AI Industrial Revolution! Productivity, manufacturing, defense, healthcare, et al. We are too busy crushing it to make a new video; what an exciting time in the innovation world! 🇺🇸
8VC@8vc

We are proud to announce 8VC Fund VI, with $998 million in new LP capital to back the most fearless and ambitious builders. The world is broken. Let's fix it. To the frontier!

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Keşfet

@DanielDiMartino @jmhorp @NathanCPerry @saylor @phongle @Strategy @Strive @bitcoinpolicy