DMT Capital
DMT Capital@DMTCapital writing about anything vaguely related to markets/ the world around me / personal experiences.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | dmtcapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Creative Accounting Of DAO Treasuries
There’s been a lot of attention around governance tokens after the Beanstalk protocol was the subject of what would be a traditional finance equivalent of a corporate raid. The sort of weird thing was that I was sitting down for lunch in Lo...
Deep Dive: Roblox (RBLX)
This was a piece that I co-authored, originally posted on ValuePunks, a Substack publication focused on global equity research providing independent, institutional-grade research in an easy-to-read format run by two former buy-side analysts...
Why Crypto Gaming Is Not The Future
This week, Take Two Interactive announced that they were acquiring Zynga. All analyst focus is now on how accretive this acquisition can potentially be given the eye watering premium Take Two paid, and the stock took a massive beating on th...
The Politics Behind Evergrande
The Evergrande debacle has captured minds all around the world, as everyone tentatively watches the unravelling of a symbol of China’s once freewheeling and sprawling property sector, built upon ridiculous amounts of leverage and the risky ...
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Authors
The writers behind this newsletter.
I like markets. I also like reason. Jumping here and there, falling down rabbit holes on topics about the world around me.
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