The bull case for $PUMP
.... is (real)
Threading on the Edge
Unchained from the 9to5 hell; Dig into the depths for alpha
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Everyone is sitting still
i’ve been sitting on this for a while, and a friend’s post finally made me pen down my thoughts.
The state of play for crypto card payments
How the leading crypto cards are positioning themselves and which market they want
The machine GDP
i think we’re going to start talking about something called machine gdp
My Current Macro Thoughts
I broadly agree with this framework, but I think there are a couple things worth adding.
Robinhood Printed. Arc Is Next?
robinhood chain proved that new chain rotations are still alive.
How Stretched Is the Market, Really
I noted that nearly every standard market-level valuation metric tracked, currently shows the US market at or near the most overvalued readings in their respective datasets.
Morpho Bull and Bear Case
back to this as i used to write these thesis a while ago
Everyone is long AI while the S&P 500 becomes an AI derivative
No sector in history has ever been this large:
Is this the end of the AI trade
There is no alternative investment