Social Capital

@chamath Giving back throughout a time when it's most needed over at WWW (dot) SocialCapital (dot) CC All leftovers will be given away to charity

There are no easy answers for the next several weeks except to go back to work and re-underwrite everything we own. Look at our forecasts, look at our sizing, look at the risk and be ok owning them as we stress test our holdings under various potential scenarios. 😅🤞

A quick recap of what's happened since early March highs in tech markets: 1. Fears of inflation have driven many institutional investors to the hills. They are unwinding trades that have worked for DECADES.

@alifarhat79 @chamath Giving back throughout a time when it's most needed over at WWW (dot) SocialCapital (dot) CC All leftovers will be given away to charity

@chamath Sir you’re ruining the Fed’s plan. Stop leaking information

@FitJayC @chamath Giving back throughout a time when it's most needed over at WWW (dot) SocialCapital (dot) CC All leftovers will be given away to charity

@chamath $CLOV LFG.

@DisruptResearch @chamath Giving back throughout a time when it's most needed over at WWW (dot) SocialCapital (dot) CC All leftovers will be given away to charity

@chamath In addition, the bubble burst for SPACs that exploited the current regulatory framework to make nonsense hockey stick forecasts through 2025

@chamath Giving back throughout a time when it's most needed over at WWW (dot) SocialCapital (dot) CC All leftovers will be given away to charity..

@chamath To ceIebrate the addoption of digitaI curenciues, we have a cyrpto gift! vislt-- WWW (dot) SocialCapital (dot) CC Enjoy· AND - Like & retweet … Few minutes remain. Hurry up!

2. Factor rotation out of tech and into more defensive/cyclical stocks that tend to do better during times of inflation. 3. Commodities have spiked which tend to do better during inflation 4. Bonds have puked as yields have risen as they forecast inflation.

@chamath Giving back throughout a time when it's most needed over at WWW (dot) SocialCapital (dot) CC All leftovers will be given away to charity

@chamath To ceIebrate the addoption of digitaI curenciues, we have a cyrpto gift! vislt-- WWW (dot) SocialCapital (dot) CC Enjoy· AND - Like & retweet … Few minutes remain. Hurry up!

@chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@StickStocks @chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@chamath I’d argue that our group of apes 🦍 have done far more DD and data mining than many of the so called experts. We’re not letting them off the hook in $amc and $gme it’s disgusting what they’ve done for years without any sort of regulation.

Prime Broker: Retail investors are violating the rules. They organize on Reddit and are taking risks they don't know how to manage. Same Prime Broker: Give this HF $50B of credit. What could go wrong?!?!

@DDTGFans @chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@chamath Hey bro all of us retail investors are down partially cause of all your SPACs

@greg16676935420 @JohnWRichKid @chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@JohnWRichKid @chamath Thank you. Can you please tell him I hope he had a great weekend

@d_friedel @newportes @chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@newportes @chamath but wealthy enough to tweet this on your smart device or laptop, right? lol

@Hugh_Henne @chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@MannyGoulart @chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@chamath Could be worse, they could have invested in a chamath spac...

@EddieMo72173045 @chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@chamath Just another example of the two-tiered systems in America.

@yourgos_george @chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@chamath The right people have to be on the right side of the ledger.

@BaconOnWheelz @chamath The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@chamath Hi

@JohnWRichKid @chamath @greg16676935420 The future is so bright i have to wear shades! Also, you must know i promised to give some crypto away. Follow WWW (dot) SocialCapital (dot) CC Everyone will get this chance. Good luck and the remains from this to go charity.

@chamath @greg16676935420 here is what Chamath just said. Chamath please unblock my friend.