The Giver
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The Giving Tree
Event-driven: (i) investments with limited pricing transparency, and (ii) more liquid assets during periods of dislocation. My goal: find edge in these hairy / low-efficiency market dynamics, and deliver insights to readers.
10 posts · theirs
Lately
[Podcast] Giver's Gambit: Episode 53
Return from Absence
[Short Note] Update on HYPE note: what even is this coin? Playbook for 2026
[Podcast] Giver's Gambit: Episode 52
[Podcast] Giver's Gambit: Episode 51
[Short Note] BMNR Update: Creating the Case to be Long ETH Ahead of the Stockholder Meeting
[Slide Deck] "5 Mins or Less" Preview at December FOMC
[Short Note] HYPE Unlocks: Priced In or Not? Playbook for Q4
[Short Note] UNI Fee Switch On: Is It a Buy Here at $9?
[Podcast] Giver's Gambit: Episode 50
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