Building Parallel Financial Systems
Plus! Tethers and Dollars; The Hotel Shortage; The Credit Reopening; Ransomware Acceleration; Churn, Margins, and Habits
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Learning a Little from Ponzi Schemes
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The "Write Once, Run Anywhere" Growth Model
Unlock Premium to read this post →Plus! Revealing the Cyber Risk Long Tail; White-Hat Extension Monetization; Techno-Nationalism; Long-Tail Limits; Existential Risk is Less Existential Lately; Cap Structure Arbitrage Arbitrage
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Uber: From World Domination to Industry ETF
Unlock Premium to read this post →Plus! Cyber-Risk Insurance and Mutating Incentives; SPACs-Squared; Ideological Competition; Poland’s Green New Deal; Who Buys Gold?; More...