ZrowGz
3.7K posts
ZrowGz
@zrowgz
..decentralize, and make it stick..
Washington, USA Katılım Aralık 2013
1.4K Takip Edilen413 Takipçiler
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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@PolishQuant I agree overall that the miners are the cleanest play on this exact thesis, especially since price should move at a multiple to the underlying uranium revaluation. It kinda blows my mind that this sector is so underallocated. There have been large runs in some but lots remain
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Fair questions. UEC is one of my main three actually (DNN, UEC, URG) that's where my US ISR exposure lives.
LTBR and ASPI are genuinely interesting but sit further out on the speculation curve for me. Both are pre-revenue tech plays LTBR on fuel rod design, ASPI on enrichment. Different bet than what I'm making. I'm betting on the physical pound: mined, milled, sold.
Could be that both are right. But my framework was constraints in the physical commodity, not which fuel design wins.
No spot uranium directly because the producers give me operational leverage. U.UN is great but I just chose the equity beta route. By no means is 1 approach the right one.
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@PolishQuant I know you do discuss LEU. I have positions in these other ones as well. ASPI has changed a bit what they’re focusing on, but I do find the medical nuclear treatments interesting. ASPI makes the compounds used in my wife’s treatments so I know it’s useful hah
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@PolishQuant I’m assuming you’ve looked at $LTBR and $ASPI - curious why no interest there. No spot uranium either? There’s the other obvious companies like $UEC $LEU
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@crypto_condom The hazards of owning a stock tied to the agreements of single customers…
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Why trade alt coins when stocks trade like shitcoins?
Stock Talk@stocktalkweekly
*MARVELL CANCELS ALL PURCHASE ORDERS WITH POET TECHNOLOGIES DUE TO BREACH OF CONFIDENTIALITY AGREEMENT $MRVL $POET
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What's about to happen? 👀
0xNobler@CryptoNobler
🚨 BREAKING TRUMP INSIDER WITH 100% WIN RATE JUST OPENED A $28,000,000.00 OIL LONG AHEAD OF THE U.S. MARKET OPEN. THIS GUY JUST WENT ALL-IN AFTER 12 SUCCESSFUL TRADES IN A ROW AND $93 MILLION IN PROFIT. HE DEFINITELY KNOWS OIL PRICES WILL SKYROCKET ON MONDAY…
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@DAdvisoor 13 block reorg attack on litecoin yesterday. Bad news when hashrate is low on a pow chain.
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@crypto_condom This is why there needs to be adequate economic incentives for miners. A safe stable knowable stream of underlying economic value funneled to those spending their own money to secure the network. BTC might need to rethink the ever diminishing block rewards
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Enormous implications here. Stay frosty.
Alex Shevchenko 🇺🇦@AlexAuroraDev
10h ago @litecoin experienced a coordinated attack on the chain that resulted in 13 blocks reorg that took more than 3h to generate. During this time attackers were performing double spend attacks on multiple cross-chain swapping protocols. We are investigating the situation.
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@dcfgod Wish something like this had happened when @CurveFinance ETH pools got rugged and hurt so many protocols like @AlchemixFi
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DCF Capital has donated $100k in ETH to defiunited
We sent 41.2 ETH directly to the donation address and spent 2 ETH buying that random memecoin (stopped when we found out it was some bundled situation)
We're users of every impacted protocol here - Aave, kelp, layerzero, lido, etherfi, ethena etc. and are losing money in every direction as we're also large loopers on lending markets for various assets
Defi is what gets us excited about ethereum and coming together to save our star children is what this is all about
lets fill some holes ❤
Stani@StaniKulechov
defiunited.eth is now open for contributions. All contributions are going towards DeFi United relief efforts to restore rsETH and safe DeFi. defiunited.world
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ZrowGz retweetledi
BREAKING: The US Department of Justice has dropped its criminal probe of Fed Chair Powell.
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@crypto_condom Damn I exited way way too early after buying the pico bottom in intel.
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$70+ hit. Bought $18-20 in 2024. Added 36-38 in 2025.
Patience pays off. Now my watch is ended.
CryptoCondom@crypto_condom
One year later $18-20 book value buys look great. Adds $36 & $38 also comfy. Out of my $50 calls today & sold 10% of my oversized $INTC position to book some profit. Next tp will be near $70 for 50% of the position leaving the remaining fully derisked as a runner. 🫡
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@DAdvisoor Totally get it… easy to see something nifty and just repost it. Probably would have myself, or at least compared it to $VCX as an analysis type activity had I not first come across this:
gemchanger@gemchange_ltd
ok so everyone on here is hyping USVC like it's the second coming of VC access for retail. let me ruin it real quick the pitch: 1% fee, 0% carry, $500 min, back the next OpenAI before it's obvious the reality, from their own prospectus: gross expense ratio is 3.61%. the "no carry" is cope - it's a fund-of-funds, so the underlying VC funds still charge 2/20 and you pay it. they just bury it under "acquired fund fees." the 2.5% rate is a temp waiver that expires Oct 2026 "before it's obvious" - the portfolio is xAI (20% weight, already acquired by SpaceX), OpenAI, Anthropic, Vercel, Crusor. these are the most obvious names in tech. your uber driver knows them 44% of the fund is deployed. rest sits in cash charging you fees liquidity: no public listing. exit = quarterly tender offers, max 5% NAV, board discretion, can be cancelled. In 2029 when AI craters and everyone wants out, guess what gets capped first Ankur is a solid operator but has never returned a VC fund. Vibe I and II are both unrealized. zero '40 Act experience. solo PM with Naval as nominal chairman the comp is DXYZ - retail private tech fund that traded 900% over NAV at launch. same playbook, different wrapper this isn't access, more like cosplay access. marketing is A+, the actual deal is mid at best
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Appreciate the observation ser - didn't research it that much or meant to promote it, wanted people to notice and to myself consider whether to use it in my next Substack edition
ZrowGz@zrowgz
@naval @DAdvisoor Im surprised you reposted this @DAdvisoor - retail is being taken advantage of by offerings like this where there are three layers of fees, mostly hidden. Something like $VCX did a great job. Although dislike the going public
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ZrowGz retweetledi
ok so everyone on here is hyping USVC like it's the second coming of VC access for retail. let me ruin it real quick
the pitch: 1% fee, 0% carry, $500 min, back the next OpenAI before it's obvious
the reality, from their own prospectus:
gross expense ratio is 3.61%. the "no carry" is cope - it's a fund-of-funds, so the underlying VC funds still charge 2/20 and you pay it. they just bury it under "acquired fund fees." the 2.5% rate is a temp waiver that expires Oct 2026
"before it's obvious" - the portfolio is xAI (20% weight, already acquired by SpaceX), OpenAI, Anthropic, Vercel, Crusor. these are the most obvious names in tech. your uber driver knows them
44% of the fund is deployed. rest sits in cash charging you fees
liquidity: no public listing. exit = quarterly tender offers, max 5% NAV, board discretion, can be cancelled.
In 2029 when AI craters and everyone wants out, guess what gets capped first
Ankur is a solid operator but has never returned a VC fund. Vibe I and II are both unrealized. zero '40 Act experience. solo PM with Naval as nominal chairman
the comp is DXYZ - retail private tech fund that traded 900% over NAV at launch. same playbook, different wrapper
this isn't access, more like cosplay access. marketing is A+, the actual deal is mid at best
AngelList@AngelList
Announcing: USVC AngelList exists to power the innovation economy. To date, we have powered $125 billion in assets, 25,000+ funds, and 13,000+ startups. Today, we’re opening it for retail access. @usvc_ is a regulated fund that holds stakes in promising private companies. There are no accreditation requirements and anyone can get started with as little as $500. Early portfolio includes xAI, Anthropic, OpenAI, Sierra, Vercel, Crusoe, and Legora. Own a stake in the companies defining the future. Learn more: usvc.com
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@slatersanter @FatManTerra It’s not just that stated fee. It’s also the operators underneath with the vehicles being invested through
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@FatManTerra Don't think the fee is that big of a deal tbh, people are paying 4 and 40 to get into Anthropic through triple-layered SPVs. I just wonder what valuations you are buying into Anthropic/xAI. Probably double their last raise.
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I see people outside of crypto have started dabbling in exploiting their retail followers.
Here's what you didn't disclose in your post: the fund has an annual fee of 1% of your account balance, plus fund running costs of around 0.5%, plus deal fees and profit share. The estimated annual drag is about 2.5%.
Not to mention the extremely questionable valuation of some of the companies being invested in, possibly buying the top, but that's speculative. Even without speculating, from a pure EV standpoint, the annual fee is brutal (and it compounds pretty quickly).
Meanwhile buying broader index funds has a drag of around 0.1-0.2% annually. Your fund's fee is going to be twenty to thirty times higher.
Great pitch though, I'm sure many will blindly invest. Congrats.
Naval@naval
Introducing USVC - a single basket of high-growth venture capital, for everyone. No accreditation required, SEC-registered, and a very low $500 minimum. Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too. Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund. It runs on AngelList, which already supports $125 billion of investor capital. And I’ve joined USVC as the Chairman of its Investment Committee. — Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital. Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring. But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line. This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in. Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition. But there is no more productive, harder-working way to deploy a dollar than in true venture capital. USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages. It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere. There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction. USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid. Get access here: usvc.com
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@naval @DAdvisoor Im surprised you reposted this @DAdvisoor - retail is being taken advantage of by offerings like this where there are three layers of fees, mostly hidden. Something like $VCX did a great job. Although dislike the going public
English
Introducing USVC - a single basket of high-growth venture capital, for everyone.
No accreditation required, SEC-registered, and a very low $500 minimum.
Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too.
Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund.
It runs on AngelList, which already supports $125 billion of investor capital.
And I’ve joined USVC as the Chairman of its Investment Committee.
—
Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital.
Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring.
But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line.
This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in.
Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition.
But there is no more productive, harder-working way to deploy a dollar than in true venture capital.
USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages.
It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere.
There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction.
USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid.
Get access here:
usvc.com
AngelList@AngelList
Announcing: USVC AngelList exists to power the innovation economy. To date, we have powered $125 billion in assets, 25,000+ funds, and 13,000+ startups. Today, we’re opening it for retail access. @usvc_ is a regulated fund that holds stakes in promising private companies. There are no accreditation requirements and anyone can get started with as little as $500. Early portfolio includes xAI, Anthropic, OpenAI, Sierra, Vercel, Crusoe, and Legora. Own a stake in the companies defining the future. Learn more: usvc.com
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thinkorswim seems to be messing with $CAR margin requirements now...
the good ol' GME playbook
GIF
SpotGamma@spotgamma
$CAR Our data shows positive gamma for buyside <~$650 and negative gamma above that due (retail?) short calls. Pentwaters Deep-ITM calls ($85 risk reversal): +$355M ~600K share-eq at Δ≈1 seems to still be on From my understanding there can't be ATM offering due to earnings blackout ~5/11.
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