thursday threads: the only way is up

thursday threads: the only way is up

One of the reasons I like curating news on a daily basis is that it makes me see trends and themes develop. Sometimes it remains just the theme of that particular week. Other times it builds up into something more sustainable. And sometimes momentum turns into...
THURSDAY THREADS: When Genius Failed

THURSDAY THREADS: When Genius Failed

One of my favorite books of all time is Roger Lowenstein’s “When Genius Failed” about the rise and fall of Long-Term Capital Management (LTCM). As the Archegos drama unfolded this past week, the media were quick to draw a comparison to LTCM. It actually reminded me...
Thursday Threads: Redefining Crypto as an Asset Class

Thursday Threads: Redefining Crypto as an Asset Class

In this issue Redefining Crypto as an Asset ClassIn case you missed it: summary of the top stories + “food for thought” top picks Any views expressed are my own and do not represent the views of my employer. Redefining Crypto as an Asset Class TL;DR: Many agree...