John Bones
12 posts
OnlyFans is Hacked 🚨
Apparently OnlyFans has been hacked and they're selling the complete database of 340 million users
including data of content creators and consumers.
The leaked data includes
- Usernames and profile names
- Email addresses
- Phone numbers
- Account creation dates
- Follower/subscriber metrics
- Creator/fan rankings
- Linked social media profiles
- Partial payment card metadata (last 4 digits of the card)
The result of this is going to be a massive wave of extortion attempts against users
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Ex-Citadel analyst and Millennium PM revealed what $500K/year hedge fund life actually costs you - he turned down Citadel's return offer to find out.
Doug Garber worked at Citadel as an analyst, ran his own pod at Millennium, then turned down a return offer from Citadel to build something of his own
- he spent years inside both of the most competitive multi-manager funds on earth and has never given an interview like this before
you will watch 53 minutes of the most honest Citadel vs Millennium comparison ever put on camera:
centralized machine vs entrepreneurial pods, why the best PMs leave, and what $500K/year actually costs you personally
Bookmark & watch - then ask yourself if you'd turn down Citadel the way he did.
Atenov int.@Atenov_D
Bloomberg paid Man Group to license this database. It's been sitting on GitHub for free the whole time. Man Group manages $228B in assets. Their engineers built ArcticDB to store and query billions of rows of time-series data - the kind of data that powers quantitative trading at scale. Bloomberg thought it was valuable enough to pay for. You can pip install it right now. > What it actually does: Pandas in, Pandas out. Write a DataFrame to S3 or local disk, read it back instantly. No server. No infrastructure. No DevOps. 20 years of data on 400,000+ securities in a single symbol. It handles what CSV files and regular databases collapse under. Time travel built in. Roll back to any previous version of your data. If yesterday's backtest used different data than today's - you can see exactly what changed. Schemaless. Append, update, modify without touching a schema definition. For anyone who's spent hours migrating database schemas - this matters. The C++ engine handles compression and concurrency under the hood. You never leave Python. For quant research, backtesting, Polymarket data analysis, or any project where you're storing time-series at scale - this is the tool hedge funds actually use internally. Versions up to 4.2 already converted to Apache 2.0. Fully free, no restrictions. github.com/man-group/Arct…
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Certifyde, the AI adoption platform for modern businesses, has raised $2 million in seed funding in a round backed by K5 Global, Flamingo Capital, and a mix of high-profile investors, including George Ruan (Honey), Brad Garlinghouse (Ripple Labs), Roland Peralta (Nutrafol), Taylor Fritz, and artists Diplo and Kygo. The company, led by Co-Founders CEO Skylar Hauswirth & CTO Mike Kelly, is building a browser-based “Productivity Companion” that layers AI guidance into existing workplace tools to improve AI fluency and drive measurable productivity gains, alongside its Academy product for training and compliance programs. The new capital will be used to expand go-to-market efforts, accelerate product development, and scale infrastructure as adoption grows among enterprise and public-sector customers.
FOUNDER: Skylar Hauswirth, Mike Kelly
INVESTORS: K5 Global, Flamingo Capital, George Ruan (Honey), Brad Garlinghouse (Ripple Labs), Roland Peralta (Nutrafol), Taylor Fritz, Diplo, Myles Shear, & Kygo
ROUND: Seed
AMOUNT: $2,000,000
HQ: Miami, Florida
#VentureCapital #Certifyde #SkylarHauswirth #TradedVC
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@hanseulnam @coatuemgmt @sparkcapital @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips Joining at mkt top good luck w/exits
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I joined @coatuemgmt as a partner today!
I spent a formative, incredible ~5 yrs @sparkcapital and was so genuinely lucky to have learned from + worked alongside the best ♥️ @YasminRazavi @willreed @claymfisher @JamesKuklinski @coen_armstrong @jgphilips
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If you haven't yet listened to @boazweinstein on the Money Stuff podcast, I highly recommend it.
In the below transcript, he provides a roadmap to how private credit fund managers can regain investor confidence. These steps include a fee holiday and an aggressive share buyback.
Julian Klymochko@JulianKlymochko
My thoughts on how private credit mangers can rebuild investor confidence in this weekend's @barronsonline: First, they should cut fees: "A lower fee structure would go a long way toward improving managers’ standing with investors". Investors will return to the asset class if returns are higher. The easiest way to accomplish that is to allocate more of the return to clients. Second, repurchase shares of their listed BDCs at a material discount to NAV, as it is highly accretive: “How in good conscience can managers underwrite new loans at 8% or 9% when their stocks yield 13%?” Lastly, some advice for allocators: "Stay out of the nontraded BDCs", because you are mainly serving as exit liquidity.
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Blue Owl bosses--GOOD JOB--that margin borrowing is no bueno
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With @GZuckerman on the edge of his seat waiting for @BlueOwlCapital’s Q1 outflow numbers for OCIC, it’s interesting that today the stock is down 5.2%, or 4% more than peers. One would think plenty of employees already know the number.
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Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.
One of the best times in a long time to buy quality.
Ignore the bears.
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@junkbondanalyst He's gonna get paid even more money at the next shop!
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Citadel’s Zachariah Barratt is out, after bets across multiple trades, including Spirit Airlines, turned into sour losses for the former Apollo trader.
Another one bites the dust. Where to next?
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