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On the Difference Between a Trade and a Deposit
MEMO: On the Difference Between a Trade and a Deposit TO: Risk desk RE: Critical Metals, Greenland Mines, USA Rare Earth — position sizing ahead of Wednesday STATUS: Read before…
The Calendar Belongs to Beijing
The Calendar Belongs to Beijing Tomorrow is the forty-first anniversary of the Plaza Accord, and nobody will mention it on Wednesday when a US president reportedly greets a…
Eulogy for Three Ticker Symbols
Eulogy for Three Ticker Symbols Thank you all for coming. I'll keep this short, because the funeral is scheduled for before the opening bell tomorrow and the deceased are not…
Virtualgrowth Basket of Stocks on Robinhood
Created a $VG token on Robinhood that functions in part like a basket of stocks with exposure to a mix of stocks along with (wrapped) Ethereum $ETH and the launchpad's base token…
A Permission Slip Is Not a Property Right
A Permission Slip Is Not a Property Right Fifty senators voted no on Tuesday. By Thursday morning the crypto industry had most of what it wanted anyway, on paper thinner than a…
The Three-Day Amnesia
The Three-Day Amnesia Sunday, Sam Altman, Elon Musk, and Dario Amodei stood up and said, in essence, slow down, we might be building something we can't control. Monday the…
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