The Pricing Power Flex
Curve, Convex, Llamas, Butterflies, Token Reactors, and a Big Bag of Stablecoins
The Prediction Game Crowns its Winner
The Weird Future Ahead
Hello! Welcome to Three Shorts, a recurring series where I unpack the strategy behind the news in as few bullet points as possible.Enjoy!Fas
A history of stock market exchanges: from fragmentation to monopoly, monopoly to fragmentation and back again.
A look inside the S-1 of Wish. Included is the background of Wish, a look at their margins, how the universal postal union is changing their cost structure, how their CAC is rising and if they are viable long-term.
Like this essay and want to support us to create more like it? Consider collecting it as an NFT!In January 1996, Bill Gates published what w
Inflation, web3, embedded fintech, investing in people, and the newsletter winter that is coming
But I will find my way, if I can be strong
Why the best deals are done with no data at all
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Evan Armstrong
Nat Eliason
Andre Plaut
Nathan Baschez
Adam Keesling
Li Jin
