Thought Leadership Threads
If you’re an investor in stocks, crypto or NFTs, you’ve probably heard the word “alpha” thrown around.
What is it and does it really exist?
A few thoughts on “alpha” and a specific type of “alpha” that's been used to generate outsized returns. 🧵👇
🚨It's finally here🚨
Curious how VC Funds are evolving to reflect the recent changes in the LP and Startup ecosystems?
"The Three-Body Problem: Finding the New Stable Points in Venture Capital" is finally here.
Read on for links: 👇
Have you ever used a product and wondered how the business behind it is making money?
The answer should be obvious for financial products so when it’s a mystery you better watch out.
Here’s why this matters in #crypto and #DeFi in particular: 🧵👇
It didn’t take me long in the crypto world to realize that it’s an ecosystem being fueled by the “House Money Effect”.
Having spent countless hours in the world of high stakes poker I recognized it instantly and now can’t stop seeing it everywhere I look. A short 🧵👇
After years of sitting on the sidelines, I finally decided to take the red pill.
“Week 2” put me on the steepest part of any learning curve I’ve experienced in decades.
Here are a few of my simplified observations, early conclusions and emerging frameworks: