This is a port-mortem about my investment in the crypto token $LUNA. The token came on my radar after I read The Generalist briefing about it. I started reading The Generalist just a few months prior, after their infamous trilogy on FTX. I would not say at that point I Read more…
I spent a big part of my life being ‘the communist’ for some of my friends and ‘the capitalist’ for the rest. All of this while expressing the same opinions to everyone. Same concepts, polarised reactions. Here are some pics to show off my ability to use MS Paint: Whenever Read more…
Not even 10 minutes after I clicked ‘Publish’ on my latest post about crypto, I landed on this post from Finumus and I was like oh s**t, there is so much I forgot to cover! So here we are with a quick update. Coming from ‘TradFi’, one of the first Read more…
I hate periods when markets dive but not for the obvious reasons. After years of panics, I managed to become pretty zen about it…and by zen I mean I do not trade single name stocks. I hold bonds. I have a diversified portfolio. I zoom out. Even if I am Read more…
It’s amazing, for me, that after 25 years looking at this stuff I still manage to get surprised when I should not. I read about people that spend millions to buy a jpeg of a rock (and thousands to buy the meme of that rock) and others that will not Read more…
There are two categories of people in the world: the ones that love Packy McCormick and the ones that do not know Packy. Howard Marks (I think) said that good stock traders are optimist while good bond traders are pessimist. I happened to to be a bond trader as part Read more…
From the idea to the actual post, it generally takes me more than a week to publish something. When four (?) weeks ago the price of Bitcoin started to break-out and the bulls roared back on Twitter, I started to feel increasing uneasiness. I have a mental short on Bitcoin Read more…
Days ago I received a request of collaboration from Lendary, a lending platform that I did not know; the message was the classic copy/paste p2p community managers send to all bloggers but in this case they started with I am a big fan of you blog, so they got my Read more…