Threading on the Edge
arndxtUnchained from the 9to5 hell; Dig into the depths for alpha
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 709 | Founded | 4 years ago | Last Issue | 12 days ago |
| Active | |||||
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threadingontheedge.substack.comLatest Issues
How Stretched Is the Market, Really
I noted that nearly every standard market-level valuation metric tracked, currently shows the US market at or near the most overvalued readings in their respective datasets. Shiller CAPE, Tobin’s Q, trend-deviation, and others.
However suc...
Morpho Bull and Bear Case
back to this as i used to write these thesis a while ago
it’s a good way to map out and communicate my thoughts clearly
i will start with my first thesis$MORPHO
my view is that defi lending:
- moves from pooled money markets i...
Everyone is long AI while the S&P 500 becomes an AI derivative
No sector in history has ever been this large:
The Information Technology sector now accounts for a record 39% of the S&P 500’s total market cap.
This percentage has more than doubled since the 2020 pandemic.
This figure is also now abov...
Is this the end of the AI trade
What a day in markets.
Earlier this week, the market was staring at a potential Korea-led VaR shock. KOSPI had sold off aggressively, volatility was exploding, and the pressure was concentrated in the same memory and AI infrastructure name...
Revenue vs volume: the new split in the AI model market
the chinese AI models are dominating, along with the obvious split of the AI model market into 2 very different games
the first is revenue
the second is volume
OpenAI, Anthropic and Google still dominate revenue because enterprises buy t...
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Sleeping within the depths...
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