
Unchained from the 9to5 hell; Dig into the depths for alpha
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 721 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||

my AI <> crypto thesis is increasingly skewed towards a market for inference
models are commoditizing so the gap between them is narrowing, open-source is getting better, and apps increasingly route between multiple models rather than depe...
my @arc trenches thesis
4 weeks ago, people were reportedly paying $57 for 1 USDC on Arc. Today, the premium is still ~200%.
on paper, that’s terrible risk reward. paying $2 for $1 of deployable capital means you effectively need a 2x jus...
we will begin to see this new trend, where billion dollar company launches their own chain, we have seen that with robinhood and arc is next in 8 days.
@arc has an unusually strong setup for a new chain. we have Circle behind it, raised $2...
i enjoy digging into the rev model of businesses
dexscreener business model is simple and high-margin and sometimes its the quietest business making the most money
the geniusness lies in the revenue model
just to name a few ot...
yields just gone up
you can think of treasury yields as something close to the baseline price of money
if you can earn 4.0% → 4.8% relatively safely from treasuries, investors are effectively demanding a higher return for holding that gov...
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The writers behind this newsletter.
Sleeping within the depths...
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