Age 30-40 is where owning a business starts to make a big difference

Business owners making huge jumps each year in income

W-2 starts getting hit with "real" life expenses (marriage, kids, house) and even a good salary pretty much evaporates

My thoughts on AI-driven discovery, fragmented retail attention, and why next cycle’s biggest winners may make even less sense

This episode with Paul Tudor Jones was full of stories, ideas, and quotes on life, investing, markets, and kindness.

Here are the ones we liked most:

1/ You retire, you die.

2/ The traits of a great trader: Type A personality, incredibly curious and inquisitive…

15 ways Ethena can have a fund loss 🧵

Ethena has been reviewed and it is a memorable review given the variety of risks users face when using it

Onchain admin risks, protocol design, operational failure or external dependencies, there are many ways in which…

I know traders worth millions, that spend 12+ hours a day staring at screens

and if you ask them why they started trading, they'll tell you something along the lines of: "to escape the 9-5 matrix and not be a wageslave"

they don't even realize they've substituted…

What if we are in the foothills of the greatest bubble in history?

I see a strong case that we are. We have the convergence of three powerful factors.

The first is passive flows. This has been the biggest shift in financial markets over recent decades.…

What If Everything Goes Right

risk management is boring until it’s the only reason you’re still around

Crypto is paying a high price for years of altcoin scams and grifts. It can feel like a toxic industry where very little value is created.

It's easy to feel disillusioned and wish you were focusing on AI-related trading, businesses, or working at a startup…

I keep seeing people say man everyone is apathetic we gonna run the bull back so hard time to lock in. Are none of you concerned eth / sol barely eclipsed prev cycle aths, btc clearly demonstrating diminishing returns cycle over cycle with saylor holding…

The next 8 years will be like the last 8.

- massive money printing
- massive QE
- rate cuts in the face of inflation
- Gold price 3x
- Bitcoin price 10x

Have a wonderful day.

crypto has been a bit dead for a while, the tourists are mostly gone and dumb capital is being dumb everywhere but here.

i am only trading crypto but despite this i havent had as much on my todo list than I have today. i can't imagine allocating to a different…

MegaETH Token Generation Event

Crypto's current state is a bit shit

1. Market cap is not an indicator of quality - the top 50 is made up of ghost coins or bloated governance slop that has underperformed and is uninvestable

2. The long tail speculative stuff went from high risk high…

2018 crypto wiped me out. mid six figures to basically zero in months.

growing up playing tennis, 95% of the time i was the best player on whatever court i stepped on. that changed when i played in college. i realized very fast that growing up, i was just…