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Invest in things that make the world more productive
Alana Levin
5,297 posts
Alana Levin
@AlanaDLevin
- Firmly believe that the only way to justify living in NYC is to take full advantage of the city If you live here, you should be going to standup shows and jazz clubs. Find new people every week to grab dinner with - almost anyone you could hope to meet passes through NYC at some
- Breaking: company with revenue model significantly harmed by lower interest rates up nearly 10% on news that the Fed might lower interest rates
- NFTs may actually make a lot of sense for the restaurant industry (thread)
- Robinhood now has ELEVEN business lines that each generate >$100M in annualized revenue
- Dan Sundheim, one of the top hedge fund managers in the world, unintentionally explains the steelman for perps “I don’t use derivatives. The problem with derivatives is that, at the end of the day when you break down ‘what is a derivative,’ it’s just leverage and impliedDan Sundheim is one of the smartest stock pickers in the public markets. He joins @danielgross and me on Cheeky Pint to discuss their way of analysing businesses, how he makes 95% of the decisions on their $25 billion AUM, waking up at 3am, his career advice for new investors,
00:00 - A thread on Arweave: data, comparisons, and things I find interesting
- A thread on Helium: data, comparisons, and things I find interesting 🎈
- It's 2030 You're a merchant receiving payment from a customer. They pay with USDC on CircleChain but your payment termainl only receives StripeUSD on StripeChain. But once you get StripeUSD, you want to transfer it to your account with Bank of America, so you need to transfer
- Crypto feels contrarian again
- Holy grail of ideas tried each cycle - DeFi super-app - Tokenized time - Yield optimizer - Composable credentials - Information markets - Crypto x sports (betting and fan experiences)
- Anyone working on crypto-enabled lotteries? Huge design space
- NFTs could make a lot of sense as affiliate links (thread)
