(New Essay) The Machinery of Modern Finance On why I think the next ten years of financial innovation will surpass the prior fifty. Give it a read. https://t.co/nqwJW6riwh

Having spent a lot of time in the region, it's no surprise to find adoption metrics accelerating. Across the board, high quality operators are making use of stablecoins & smart contracts to offer materially better financial products. It's a pleasure to work with @lemoncheli,

Amazing writeup by our very own @brandonkumar. Highly recommend it!

The algo can't feed me enough @usahockey content

Excellent Saturday morning read by Brandon on the future of finance.

Brandon, reading this was a pleasure. Wanted to write the same style of article for a while now - guess I will just be referencing to this one instead. Ladies and Gents - give this one a shot!

Very thoughtful and incredibly well written piece by Brandon. "The next decade will likely see more change in how financial services operate than the previous fifty years combined. Builders have the opportunity to design systems that are simpler, more resilient, and more global

We don't deserve this article. It's everything you have ever wanted to explain to smart people about why blockchains matter for financial markets. long live Internet Finance.

A masterpiece on the mechanisms underpinning the economy phenotype. Serious opus by friend and Tier S builder @brandonkumar. The beauty is in the single thread connecting what was with what will be. Worth several re-releases.

For anyone investing in fintech, blockchain, financial services - a great encapsulation of how we got here, why fintech is akin to a Ferrari exterior on a Model T engine, and how we're primed for the next step function change in financial plumbing. Brandon compresses centuries

This piece benefited from writing, conversations, and pre-reads from: – Luca Prosperi (@LucaProsperi) – Mats Olsen (@mewwts) – Henri Stern (@sternhenri) - Josh Solesbury (@joshsolesbury) – Siddhartha Jain (@shutterbugsid) – Louis Amira (@louisamira) – Joel John (@joeljohn) –

Duncan's essay:

A worthwhile read from the guys at Theia. There’s an excellent blog by Graham Duncan, one of the most prolific hedge fund LPs, called The Playing Field, where he outlines the five levels of the investment game. This excerpt feels particularly relevant to where Theia is in their

For new grads interested in improving I recommend @AliBHamed's blog on networking https://t.co/gnDK6j1ojf

Consider the following: - This is the most narrative driven market we've ever seen - It is the first time in over 20 years we've had a coordinated effort by the administration, wall street, and big tech to push a narrative - The admin needs it for GDP growth, wall street needs it

AI doomerism is overblown. Yes some people will lose jobs but they will find new jobs. The world is fine and will be fine.

The reality is that making decks or building models is really just 3-4 years of your career. If you want to rise the ranks in those orgs, you need to be good with people (sourcing deals, fundraising, signing new clients, etc). So if you’re concerned about job displacement, my

The funny thing about Mauboussin’s writing is that at some level you already intuited his conclusion but often let consensus convince you otherwise. Good piece for all the base-rate enthusiasts wrt AI revenue projections, capex, and success rates for large infrastructure