March

58% of @lovable customers checkout with Stripe Link Hella stat Stripe Link is SUCH a weapon It is the default wallet for AI agents to access payment methods Nearly every single AI company is a Stripe customer. Let that sink in.

sad truth is you don't own your audience. even on X, I have no ownership, first-party data, or whether this post will reach my followers. you RENT your followers on - X - Instagram - every other social media platform you OWN your followers through - communities - podcasts - newsletters don't get me wrong. social media is great for the network effects and reaching virality. you want to use social media. but you also need to know social media is not the end game. Followers =/= revenue. if you're not building your owned audience while you're getting a shit ton of eyeballs, you're missing out on the opportunity to fast-track your success. and if social media is your entire business (or a big driver for your business) you're putting yourself at real risk relying solely on an algorithm to keep you going.

@FundamentEdge FExWITG

GOOD NEWS - SHARING FExWITG TOP 3 PITCHES W/ nearly 100 high-quality pitches, the inaugural FExWITG Stock Pitch Competition was a huge success. We have received approval to share the top 3 finalist decks with our followers. To get a DM with the link, retweet or reply "FExWITG"

How to choose a niche for your newsletter that makes money:

@ChairliftCap How about a different proposition: what used to be exciting, ie philosophizing about the business, LT industry, mgmt, and culture, insert Buffett/Robertson inputs here, have become more commoditized/priced-in faster? So alpha moves somewhere else in the info stack/flow

Is risk capital finally coming off the sidelines? ARM popped on its IPO last week, and Instacart opened at $42 (offer price of $30) today. My Instacart valuation came out just as the stock got listed, putting the value at about $29/share.bit.ly/3LvnCKF

some brilliant UX / design examples i've stumbled upon in japan:

1/21 Longer🧵on bank deposits, financial market distortions, how the debt ceiling plays into this, and its coming impact on the economy. Don't worry, like Playboy Magazine ... lots of (G-rated) pictures! But I know you're here for the articles!

some time back otter wrote a cryptic message filled with alpha all who acted on it profited we have made retirement money many made millions in dollars a short victory lap thread 🦦👇🏻🧵

A wrap on a most eventful year for the S&P 500, with equity risk premiums, treasury bond rates and expected returns all climbing steeply during the year. ERP Spreadsheet: bit.ly/3X4kxVf Website: Damodaran.com

@elonmusk Elon I’m at the movie theatre seeing avatar and because my fingers are greasy from popcorn I misclicked and accidentally clicked yes but meant to click no so can you please make sure to change my vote when you do the final tally?

I’d like to share a model I created and have been using to forecast the US inflation rate using @truflations live inflation data. It forecasts the inflation rate 3 months in advance within 1 tenth of a % of the official FED reading and has done so far 8 consecutive months. (1/7)

Binance’s “proof of reserve” report doesn’t address effectiveness of internal financial controls, doesn’t express an opinion or assurance conclusion and doesn’t vouch for the numbers. I worked at SEC Enforcement for 18+ yrs. This is how I define “red flag. wsj.com/articles/binan…

This fucking guy

Past 7 day stablecoin flows: Binance: $411.5M FTX: -$451.5M Source: @nansen_ai

Sam Bankman-Fried was once admired as the king of crypto. Now Alameda and FTX are rumoured to be on the brink of insolvency. 🧵: Here's how it all went wrong for SBF and FTX. 👇

It was not easy saying no to Super bowl ads, stadium naming rights, large sponsor deals a few months ago, but we did. Today, we are hiring for 2000 open positions for #Binance.

Celsius slogan is “unbank yourself”. If you don’t have any money thanks to Celsius, you don’t need a bank anymore. Checkmate nocoiners.

Okay, did another portfolio check. 🧵

1/ There are 3 stages of a bear market. We just entered stage 2 🧵