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@0xmev the perpetual renaissance

America's public equity markets stand among the greatest institutional achievements in history. At their best, they combine disclosure, rule of law, broad participation, deep liquidity, and continuous price discovery to allocate capital toward the most innovative companies the world has ever known. Pre-IPO Perpetuals were built, and are humbly presented, in that tradition: not to replace the IPO process, but to extend market-based price discovery to all participants - issuers, underwriters, and investors alike - in a critically important and historically difficult stage of this process.

@gakonst Such an opportunity too.

kind of disappointed at the claude ableton/splice release lol i was thinking that anthropic actually killed my side project and was about to try it but i just checked and it's just a documentation integration?? lol

although assuming you believe in the landing on the moon. If one was a follower of a flat world narrative, their perspective wouldn't align.

@netcapgirl it becomes an "enjoyable conversation"

imagine finding out your bank was about to collapse over dinner here

You all realise that “sexy jpm exec” is already a lock for the most obscure halloween outfit this year, right

I share the values, but if some cunt from the upper management told me to sign a "mandate" which reads like a fever dream of a 19-year-old who thinks too much of himself and has a severe stimulant addiction or get fired, I would quit on the spot. It's extremely coercive and almost cultlike. EF was always co-opted by retards who are too busy virtue signaling to do their actual job, but now it is more obvious than ever. P.S. I am not judging people at EF who will sign that stupid mandate, that is completely understandable.

Nothing stops this train

> it’s real

The internet for trading. DoubleZero.

Excited to share this interview with @AlokANYC, founder of (Tiger Cub) Bloom Tree Partners. Alok outlines the bull case for software in the AI era, debates the AI capex boom, and shares his own health care AI startup. Enjoy! Interview is here: ragingcapitalventures.com/the-bull-case-… 1/2

Dell Expects Others to Donate to Trump Accounts for Kids ... yeah, about that, they would rather let others donate

Was told it will take $TSM ~5 months to manufacture a wafer at its 2 nm node given the 80-100 layers of thin film deposition & many layers of EUV lithography, w/ additional time for packaging. Was also told $TSLA is an early adopter with significant capacity at $TSM’s 2 nm node.

Excited to share our interview with @orrdavid of Militia Capital. David provides a fresh perspective on long/short investing and discusses Trump, energy geopolitics, shorting BDCs, his favorite AI tools, and explains why he launched the $ORR ETF. Enjoy! The full interview is here: ragingcapitalventures.com/provocative-lo…

$IREN latest Q commentary on Sweetwater on AI vs. BTC usage of their datacenters: - 1.4GW , 1,300 acres - Time to power 15 months - up to 800k GPUs!!!

@BillBrewsterTBB $BX the spot valuation multiple for alts like this doesn’t paint full picture of earnings. I was shocked at some of the prints at the height of 2021 cycle…

What's more exciting than an "Opening Bell"? This 17th century alternative... In the late 1600s, the world's first futures exchange (Dojima Rice Exchange) had an interesting trading schedule. Each day, officials lit a cord on fire, and trading continued until it was extinguished. • Price at extinguishment = official closing price. • Officials dumped buckets of water on people trading after fire went out. • Traders making money would fan the box flames to keep the fire burning (so trading would last longer). • Traders losing money would try to blow the flame out or extinguish it in other ways to end trading.

BIG NEW ODD LOTS: Last week @tracyalloway and I sat down for an exclusive interview with CME CEO Terry Duffy. He says his firm is prepared to leave Chicago "if we had to", as new progressive mayor Brandon Johnson enters office. bloomberg.com/news/articles/…

Going through Buy Buy Baby and even w/going out of business discounts everything is still cheaper on Amazon. Bezos undefeated

Did folks hear that Rich Repetto is retiring from Piper Sandler? I had just heard that today but folks said it was announced ~2 weeks ago but can't find an announcement on Google. That said, wish Rich the best. He was a real gentleman and scholar in this space - will miss him

@SqueezeMetrics @ltabb @AlexanderGerko Same thread every quarter tbh

@ltabb @AlexanderGerko Lol. This is a great thread.