Why companies find themselves chasing the wrong prize & can we fix prediction markets before it's too late

Keep it slow and steady. It's not a fucking race.

Whilst I know (as I’m sure you do too) that change doesn’t need to be implemented on the first day of a New Year, or your birthday, or the beginning of the week (ad infinitum), there is still something satisfying…

I love Jeff and respect what he has built with HL!

Also i love how he built it, with privilege. But let's be real. If sector believes Jeff's way is the correct way we won't have any builders.

What he sayas sounds heroic, but let's be real about the "Privilege"…

Random thoughts on 2026

- The main signal I am watching for is BTC making meaningful moves against equities and Gold. 2025 was rough because you took extra volatility risk for underperformance. Need to see that change to be meaningfully bullish.

- Most…

This is probably one of my favorite clips from Stanley Druckenmiller. Listen to it at the start of every new year

"We have always believed that January 1 is when the house starts. I think this is the reason we have not had a down year. When I am up, I will…

It’s 2026 & people still clinging to the idea that you can get rich at a job

Guys it’s over. That world doesn’t exist anymore. There’re a few thousand jobs in tech & finance where that’s still the case but that’s it

It sucks, it shouldn’t be that way, but…

7 Investments I'm Making in 2026

The most successful projects from this cycle actually messed up their charts and users with their automatic buybacks. The early cycle darlings like $HYPE, $ENA, and $JUP topblasted many millions at frankly ridiculous prices on a fair multiple basis.

This…

Some thoughts:

-Hyperliquid’s unique buyback success led protocols to believe they could replicate the results. However, Hyperliquid had something no one could copy: a clear, direct value loop: protocol usage → fees → 97% buybacks, and until recently they…

The ground is shifting under our feet, the next 5 years will offer generational wealth opportunities for those brave enough to be a little adventurous and off the beaten path