Hate to say it but Napa Cabs (and adjacent) are the best wine. California wins. Châteauneuf-du-Pape and a good granache - malbec blend close second.

AI lets the US and other post-industrialized societies compete against subsidized supply chains and low cost of labor. It allows you to rebuild national security. Don’t lose sight of that.

Stuff like this feels weird to see (non-public info intersecting with public market activity). Anyway, @ksethi is one of the smartest people I’ve met in (and even out of) crypto, the most helpful board member @CoinList, and a good friend with a deep amount of integrity. I can’t tell you the number of crypto and fintech products he’s concocted that go on 12 months later to be the next big thing. Truly a wizard. Anything he does, i’d deploy everything i have behind it.

There should be markets for EVERYTHING, especially accelerated compute. There can only be one best, @sfcompute (because @evanjconrad is a gigabrain AND has the best team ever assembled tackling this problem). Thank you for your attention to this matter.

Built for investors who want to be early.

The mark of a loser is to never truly want to win. It would tarnish what could be with what is.

For any given crypto asset in the top 50, there’s a chance to be the first treasury play and then the chance to be the best treasury play. Curation and signaling are about to matter a whole lot more.

remember when elon and zuck were going to fight

nominative determinism strikes again!

Remember to stay hydrated and have good posture if you’re planning to watch the market all weekend.