Arete
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"Pumping Iron" is my treatise on inflation and why the perfect portfolio is long crypto + long interest rates. Grab a drank and snuggle in, for mentally stimulating discussion on the end of the Bretton Woods / Petrodollar regime.
bit.ly/3bfRF73

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.@zhusu and I invited @mattigags and @Fiskantes of Zee Prime Capital for a long and stimulating conversation. In the first half:
- ZPC's unique investment thesis
- How mimetics+reflexity shape crypto markets
- Whether this current cycle could be the last
anchor.fm/uncommoncore/e…
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New EP out
@zhusu and I discuss WallStreetBets and Financial Populism, why Su thinks the GME shortsqueeze will end in tears for small investors, and how all of this massively validates crypto and Defi as the foundation of our future financial system.
anchor.fm/uncommoncore/e…
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🚨 @RayDalio finally releases the Daily Observation on Bitcoin.
Here's your about what the largest hedge fund in the world thinks about $BTC.

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Bigger is Bigger (when Betting is Better)
A thread about getting it in good.
(And a title about mocking @SBF_Alameda's little puns)
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Good overview of how Grayscale trust unlocks can affect spot prices.
With $ETHE unlocks happening this week and a premium above 15%, could see increasing Ethereum spot flows.
hackernoon.com/grayscales-gbt…
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(0) Since our last report on July 4th, 2020, The #DeFi space and our mental framework had evolved enough to prompt another iteration – a deck about the broader #valuenet and ETH-based #DeFi / #WallstreetAPI. As usual, would appreciate any feedback!
Link: drive.google.com/file/d/1eTuhqn…
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Ok, last bomb - I have a sell order in tomorrow to sell all my gold and to scale in to buy BTC and ETH (80/20). I dont own anything else (except some bond calls and some $'s). 98% of my liquid net worth. See, you can't categorize me except #irresponsiblylong Good night all.
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What happened on Thanksgiving 2020?
(Alameda edition -- a thread about maximizing)
twitter.com/AlamedaTrabucc…
Sam Trabucco@AlamedaTrabucco
What happened on Thanksgiving 2020? (Market color edition -- a thread about why liquidity matters)
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