sauce
5.4K posts
The Golden State Warriors pay $55,000,000 a year for someone who can shoot a basketball. They have recorded a 30 second video of him explaining how to do it & released it for free.
Bookmark & watch this today before someone takes it down.
youtube.com/shorts/KD4xqeP…
YouTube
Roan@RohOnChain
Anthropic pays $750,000+ a year for engineers who can build LLM architectures from scratch. Stanford taught the entire thing in 1 hour lecture & released it for free. Bookmark & watch this today before someone takes it down.
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Genuinely believe millennials are the best age group.
-We were basically born with computers and the internet at our fingertips.
-We escaped COVID era education deficits
-We learned to think critically before Tik Tok + AI shortened attention spans and limited critical thinking.
-Old enough & rich enough to invest in AI & robotics w/real money.
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Someone should create Sinkie Exchange (SEX) where you can hedge against COE price increases, hedge your HDB before MOP and bet on new launch condo prediction markets.
There’s presumably some actual demand given PHV operators, HDB flippors and foreign property speculators.
wassieloyer@wassielawyer
Perps on COE prices wen?!
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sauce retweetledi
US official denies a US ship was hit by Iran missiles - Axios.
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@MikeFritzell That’s impressive, I just stick to a few but thanks for curating this list, will check it out!
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@ifindsauce I’ve been reading constantly for the past five years… the list is not perfect but close enough
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The Top Finance Newsletters of 2026:
- Citrini - thematic investing (⭐)
- East Asia Econ - macro commentary on China/Taiwan/Korea/Japan (⭐)
- The Transcript - earnings call transcript analysis (⭐)
- Capital Employed - interviews, links to stock ideas (⭐)
- Latticework - John Mihaljevic’s Substack (⭐)
- Sunday’s Idea Brunch - interviews with great investors (⭐)
- Astutex - trend-scanning through alt-data (⭐)
- HFI Research - oil & gas (⭐)
- Net Interest - Marc Rubinstein’s blog (⭐)
- Healthy Stock Picks - global healthcare sector specialist (⭐)
- DMT Capital - Young investor with a talent for short-selling (⭐)
- Byron Street Research - small-cap ideas from a pro (⭐)
- KEDM - event-driven ideas from Harris Kupperman’s team (⭐)
- ToffCap - High-quality special sits ideas (⭐)
- Yet Another Value Blog - Andrew Walker’s Substack (⭐)
- Bireme - Poker player Evan Tindell’s fund that also invests in Japan (⭐)
- Clark Square Capital - stock ideas from around the world (⭐)
- Cluseau Research - US-based investor with a tilt towards financials (⭐)
- Floebertus - opportunistic investing globally (⭐)
- Gezzogero - German investor investing global small caps (⭐)
- Halvio Capital - a talented global hedge fund (⭐)
- Sector Stories - ex-buyside analyst turned sailor and blogger (⭐)
- Sweet Stocks - Alex Sweet’s stock ideas (⭐)
- The Mikro Kap - micro-caps from David Katunarić (⭐)
- Undervalued Shares - Swen Lorenz’s newsletter (⭐)
- A Value Fund - Tim McElvaine’s fund (⭐)
- Alluvial Capital - Dave Waters’ fund (⭐)
- Base Hit Investing - John Huber’s blog (⭐)
- Bonhoeffer Capital Management - Keith Smith’s global value hedge fund (⭐)
- Kerrisdale - US long/short fund occasionally writes about Asian equities (⭐)
- Speedwell Research - high-quality deep dives (⭐)
- The Science of Hitting - Alex Morris’s blog (⭐)
- Ian’s Insider Corner - LatAm/North American stock ideas from Ian Bezek (⭐)
- Value and opportunity - Germany-based blogger (⭐)
- Asian Century Stocks - Asian value stocks (⭐)
- Collyer Bridge - Singapore-based Substack covering exciting new themes (⭐)
- East Asia Stock Insights - Value stocks in East Asia (⭐)
- Made in Japan - growth stocks in Japan (⭐)
- Offpiste Investing - great curation of Asia-related links (⭐)
- One Foot Hurdle - Taiwanese and Hong Kong equities (⭐)
- Smartkarma - a research platform for institutional investors (⭐)
- Bronte Capital - John Hempton’s Sydney-based long/short fund (⭐)
- East72 Dynasty Trust - Andrew Brown’s fund focusing on global equities (⭐)
Do NOT take this list too seriously. It's based on what I've read - what I can personally vouch for. If your publication is not included, it's probably because I haven't read enough of it. Maybe next year.
Michael
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Just watched Embiid's knee get wrecked multiple times in G7, there's no way he lasts until ECF unfortunately.
Might be his last chance this year as well tbh, we shall see.
still #trustingtheprocess after all these years
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"scrolling is on the decline"
proceed to show a chart of 1 decade of up only
a16z@a16z
Scrolling is on the decline More charts: a16z.news/p/charts-of-th…
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no clue what the product does
founder thinks he Leonardo DiCaprio
performative status signaling with the yale t shirt
just spent $250k on a highlight reel of himself
how do i short this company?
Nathaneo Johnson@nathaneo_j
Introducing Series - the AI social network that lives in your texts. For the first time, you can now discover new people directly within iMessage. Live now (thread below)
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He looks like if you deepfaked Shams Charania onto Tung Tung Tung Sahur
New York Post@nypost
Bombshell sex harassment suit against Lorna Hajdini, JPMorgan branded 'complete fabrication' as John Doe unmasked trib.al/lwsWCbT
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okay it turns out $150 is the IPO price, so it's now trading at 66% premium
And some people bought at 2x IPO price LMAOOO
sigma^2@SigmaSquared_
Can we please get a clarification from @tradexyz about the pricing methodology for pre ipo perps CBRS at $270, means the stock is at $27B market cap?
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@ifindsauce @OstiumLabs what makes us different is being different, ie; the first perp trading app operating at the broker-layer. the term simply didn't exist before to describe what we were building.
hope this helps little buddy.
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Ostium is not a perp dex.
No order books. No funding rates. Cost of carry is anchored to the real market.
Gateway to the most liquid global markets.
Delphi Digital@Delphi_Digital
Ostium offers lower cost of leverage than any traditional broker. A trade does not end at the fill. Execution determines your entry, but the cost of keeping the position matters more the longer it stays open. @OstiumLabs carry model ties that cost to the underlying market. Commodities can reference futures term structure, FX can reference interest rate differentials, and equities can reference USD margin borrowing costs. Carry moves with the market instead of positioning on a single perp venue. Across assets, Ostium’s average carry is below 5% annually, putting its cost of leverage below traditional brokers like IBKR Lite and Schwab while avoiding the funding spikes that make longer holds harder to model. The gap is wider against onchain perp venues. Ostium commodities averaged 3.3% carry versus 7.4% for Hyperliquid commodities which can save thousands in financing costs. Ostium brings institutional-grade execution to global assets onchain with lower holding costs than the venues traders use today.
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lol @Lighter_xyz definitely uses TradeXYZ as the oracle price for its RWA markets
trade.xyz@tradexyz
The Internal Pricing mechanism will be updated to use an EMA time constant of 30 minutes. This change will go into effect today at 4PM ET and will apply to all XYZ markets. One can expect the oracle to be more responsive, and for the funding to normalize more quickly during internal pricing sessions. To learn more about this change and how the internal pricing mechanism supports 24/7 price discovery, refer to our documentation here: #internal-pricing" target="_blank" rel="nofollow noopener">docs.trade.xyz/perp-mechanics…
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