Zaheer
@SplitCapital
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Hegemon • Perpetual Optimist 🕊
Jannah
Joined February 2018
بِسْمِ ٱللَّهِ مَجْر۪ىٰهَا وَمُرْسَىٰهَآ ۚ إِنَّ رَبِّى لَغَفُورٌۭ رَّحِيمٌۭ
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In the 2008 financial crisis, when there were a million opportunities and disasters to trade and avoid, you could guarantee that someone with a French engineering school CV would want to price up a funding options box. Happening now too in crypto. Proof of the kind of tradfi
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OMAH ETF offers a curated selection of Buffett-style stocks with an options overlay for income potential.
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Most of the world is poor and so too are their economies. Build products for them that actually move the needle. Like digital dollars.
An interesting trend we're noticing at Stripe: US startups are pulling ahead of their peers elsewhere. These charts show averaged revenue growth for software startups in each location. US startups typically grow somewhat faster than those elsewhere. However, since mid-2023, US
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people who make non-consensus decisions to join a company make non-consensus decisions at the company
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▫️Source: @SplitCapital (12/06/2021)
One of the worst things is thinking your informations flows are impeccable but then not accounting for market ignorance or stupidity. Sometimes, you being the “only one in the know” really just backfires. I’ve seen so many people lose money on this, even myself.
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Retaining your level of writing after the slopification of content will be one of the most valuable things in the years to come. The LLM slop language is indulgent and tempting but the gluttony that comes with it will leave you materially worse off.
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What is competition? I'm trying to raise the bar high.
The most common problem I notice in teams now is a combination of lackluster pace and sloppy prioritization. All problems downstream can be solved when these two are solved for.
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This is where the overwhelming majority of VCs get it wrong when backing up and coming teams.
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The most common problem I notice in teams now is a combination of lackluster pace and sloppy prioritization. All problems downstream can be solved when these two are solved for.
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Great podcast from @max_bronstein -- one of the sharpest guys in crypto and has seen it all from the early days. Tune in below.
🎙️NEW POD OUT NOW! @max_bronstein @jvb_xyz We Cover: ➤ Massive Crypto Selloff ➤ Our Market Concerns ➤ Long-Term Value in Crypto ➤ Mamdani’s Mayoral Win Timestamps: 00:00 Introduction 02:34 Crypto Meltdown 04:48 Plasma Long? 07:26 Bull Trend Still Intact? 16:01 Ads (Kraken
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Opened my inbox to this nugget from @jsmian and it hits it right on the head. The proliferation of gambling is probably going to be one of the worst outcomes from fairer market access and America and the developed world will not be able to come back from it.
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Pre-markets are an incredibly dumb tool for all participants and should be removed from every platform’s product set. 1) For the project, it removes all ability to deliver at their own cadence and to help bolster their capital markets in an effective way. 2) For the exchange,
pre-markets on altcoins accelerate the death of altcoins because psychologically the exuberance that would otherwise compel people to buy the token spot is playing out instead on these illiquid markets over a few weeks so by the time the project actually TGEs the momentum is gone
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3 years ago today, the industry was on its knees after 10+ multi-billion dollar liquidations from massive busineses in the space. 2 years ago, the industry was on the brink of more scrutiny from an admin that was hell-bent on killing it. Last year, we awaited many promises from
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I would like to remind everyone that there is nothing new under the sun and if you believe, as some do, that the race to AGI/ASI is one that is an existential threat for nation states - there is plenty of precedence for this. During WW2 there were many government-owned,
END SCENE *OpenAI Would Like Federal Backstop For Data Center Investments, CFO Says -- WSJ
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Someone else sent this in a group chat and it randomly seems relevant. https://t.co/Qp2r4l4c3A
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I'd be open to changing my mind on this but anyway you cut it these projects are still 3-4 years old. Keep growing at any expense possible.
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In another world, I would respect Hyperliquid and similar projects an immense amount more if they cut down buybacks in order for well-intentioned company growth, tackling a bigger universe. Nonetheless, I still love Hyperliquid.
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Said differently, prioritizing growth is paramount and one of the things I would appreciate the most from any project that is high flying. If a project always spits out dividends it's not always the best way to express excess dollars.
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Discretionary token buybacks are always going to be better because the team will always know best when and where to spend money. The idea that it's always good to spend money on token buybacks is flawed because most of these businesses still need massive R&D to keep growing.
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