did you expect something so soon?
Joined November 2017
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rae retweeted
It's been a long time coming but I'm thrilled to announce the official launch of Split Capital, a liquid digital assets fund.
Split Capital, as a concept, has been in my mind for years now and it's been a dream to finally see it come to fruition.
fortune.com/crypto/2024/01/1…
rae retweeted
Balaji is not just stupid but fundamentally in bad faith. They bought LONG maturity treasuries; it's the duration not the treasury part.
I OWNED (and still OWN) treasuries but did well. Why? Because short duration.
@Balajis is dishonest.
rae retweeted
Most of us who went into finance in the 80s knew in great detail what happened in the 60s, 40s, 20s & even the 19th century. Some of us studied EVERY recorded past crisis.
We are seeing VCs & hotshots like my two recent preys who don't even know what really happened in 2007.
rae retweeted
One $16m batch of funding from Alameda was used in part to purchase of an apartment in the Bahamas for Block CEO Michael McCaffrey
McCaffrey has resigned as CEO and is leaving the company
The newsroom was informed in an all-hands meeting early Friday afternoon.
1) What
rae retweeted
Wtf is happening on chain right now, all the blocks are like 300+ tx, full of tx towards Binance from addresses all that have been inactive for like a year.
rae retweeted
1/ I found evidence that FTX might have provided a massive bailout for Alameda in Q2 which now came back to haunt them.
40 days ago, 173 million FTT tokens worth over 4B USD became active on-chain.
A rabbit hole appeared 🧵👇
rae retweeted
What do soaring gilt yields mean for DB pension funds?
Implications for markets, strategies & managers
DB pension schemes hold about £1.5Tn in assets, ~50% of which in gilts
(source: PPF 7800 index & purple book)
ppf.co.uk/ppf-7800-index
rae retweeted
4/ He says what he learned from George Soros (around minute 32) is that "sizing is probably 70 to 80% of the equation." Excess returns = edge and position sizing. Edge gets a lot of attention and sizing much less.
rae retweeted
I thought this conversation between @collision and Stan Druckenmiller was outstanding. Whether or not you agree with everything Stan says, there are important lessons for all investors. Here are some things I would mention: youtube.com/watch?v=-7sWLIyb…
rae retweeted
We’re changing our company name so we can give the full @Square brand to our Seller business. So now we need a name to tie @Square, @CashApp, @TIDAL, and @TBD54566975 together into one. That name is “Block.” Why?
Block is @Square, @CashApp, @spiralbtc, @TIDAL, @TBD54566975, and our foundational teams who support them. We’re here to build simple tools to increase access to the economy.
block.xyz/
rae retweeted
Then they came for those spreading "inflation disinformation," and I said nothing… because I was a Regime shill.
Wake up.
Very shocked that @YouTube has completely removed the Channel of my Ron Paul Institute: no warning, no strikes, no evidence. Only explanation was "severe or repeated violations of our community guidelines." Channel is rarely used. The appeal was automatically rejected. Help?
rae retweeted
Notes on @garygensler statement in @cmsintern fashion. i have some thoughts about the highlighted portions as well
1. "Technologies don't last long without a social and regulatory framework"
- man reiterated this sentiment about a dozen times, this is his cornerstone belief
