Event-driven: (i) investments with limited pricing transparency, and (ii) more liquid assets during periods of dislocation. My goal: find edge in these hairy / low-efficiency market dynamics, and deliver insights to readers.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 72 | Founded | 2 years ago | Last Issue | 4 months ago |
| Active | |||||
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lazyvillager1.substack.comLatest Issues
[Short Note] Update on HYPE note: what even is this coin? Playbook for 2026
Navigating where are we in the HYPE life-cycle
This piece is aimed to be exploratory, building on the experimental frameworks we had used in our November-end HYPE note here. As a reminder, we had viewed HYPE then as a “special situation”,...
[Podcast] Giver's Gambit: Episode 52
Observing policy shifts and how the BOJ presser in a few hours could act as a potential inflection point for BTC/Gold
Description:
[Podcast] Giver's Gambit: Episode 51
Giver 2025 WRAPPED! Key themes for 2026, how we are approaching Q1, and positioning today
Description:
[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
The Giving Tree has been monitoring BMNR closely over the last several weeks - see the below 12/4 excerpt from the Telegram as a precursor to what we will discus...
[Slide Deck] "5 Mins or Less" Preview at December FOMC
What is positioning going into this and how similar is this to September FOMC?
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Creating excess reward per unit of risk. Special situations cross-assets, historically with a focus in crypto.
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