@sportsbook
π Daily Reads
BREAD on the Network Effects of Tech for L1/L2s
β³ https://x.com/bread_/status/2020231146232254781
π Macro & Markets
Third Point Fourth Quarter 2025 Investor Letter
β³ https://assets-malibu-life.s3.us-west-2.amazonaws.com/system/uploads/fae/file/asset/1689/Third_Point_Q4_2025_Investor_Letter_TPIL.pdf