The Giving Tree
The GiverThematic and event-driven investing. My goal: find edge in hairy and/or unconventional market dynamics, and deliver non-consensus insights to readers.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 69 | Subscribers | Read | lazyvillager1.substack.com |
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| #5 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
[Short Note] BMNR Update: Creating the Case to be Long ETH Ahead of the Stockholder Meeting
The stockholder meeting, if approved, could be an underrated catalyst for ETH
[Slide Deck] "5 Mins or Less" Preview at December FOMC
What is positioning going into this and how similar is this to September FOMC?
[Short Note] HYPE Unlocks: Priced In or Not? Playbook for Q4
Creating and using unique/experimental valuation frameworks to assign a price range of interest on HYPE
[Short Note] UNI Fee Switch On: Is It a Buy Here at $9?
Contextualizing revenue-to-fee conversion around the UNI business model and assigning a target price range
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Authors
The writers behind this newsletter.
Creating excess reward per unit of risk in special situations cross-assets.
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