🇯🇵 Japanese bond yields are ripping higher, and this is not a benign “return to normal.” U.S. rates staying high are pulling global yields up, and Japan can’t fully resist it anymore. The BOJ is stuck: letting yields rise makes it much more expensive for Japan to service its massive debt, but stopping yields risks a... Show more

How is Anthropic doing so well in the enterprise market?

OpenAI’s CFO shared updated financials, and the takeaway is clear: revenue is almost perfectly correlated with compute. In 2025, revenue surpassed $20B, up more than 3× from 2024 ($6B) and 10× since 2023 ($2B). Over the same period, compute scaled to 1.9 GW by the end of 2025: also more than 3× higher than 2024 (0.6 ... Show more

A shiny rock beating the S&P 500. Incredible times! 📈📈

2016

Great set to listen while working!

Holding an equal-weighted basket of these assets could outperform the S&P 500. If each asset has such a strong community, there’s likely an underlying reason

This basket of stocks looks like an attractive buying opportunity at current levels

Short-term price movements are hard to predict, but ETF demand for Bitcoin remains extremely strong, which is a very constructive setup for the long term

Why are DATs accumulating Ethereum so much faster (as a % of total supply) than they are Bitcoin or Solana?

Kind of wild what Ben and Marc went through raising their first fun, especially when you look at their returns and where the fund is today.

Interesting trend: U.S. gasoline consumption is falling! 🛢️📉

10 years ago, Google Cloud generated $266M in operating income. Today: $3.6B at a 24% operating margin. 😮📈