Newsletter

Jul
05

Why are we stuck with ACH? We have a Real-Time Payments (RTP) network (TN11)

Major banks are already on a real-time payment (RTP) network. Why does it feel like we're stuck with ACH?
5 min read
Jun
09
Saylor Only Wants Bitcoin, Lordstown Motors Going Concern (TN10)

Saylor Only Wants Bitcoin, Lordstown Motors Going Concern (TN10)

Michael Saylor's latest bond offering provides no upside if bitcoin rallies. Lordstown Motors can't deliver what they promised.
3 min read
May
23
$13 billion oat milk, Wonderful silver lining to the crypto crash (TN09)

$13 billion oat milk, Wonderful silver lining to the crypto crash (TN09)

Though cryptocurrencies took a big hit this week, decentralized financial protocols proved their resiliency
3 min read
May
02
Making Better Decisions (TN08)

Making Better Decisions (TN08)

Happy National Brothers And Sisters Day! To my surprise, it is different from National Siblings Day (April 10). Join the
2 min read
Apr
25

Create Value, Create Leverage (TN07)

Happy National Hug A Plumber Day! Join the newsletter here if this was forwarded to you. Final WordI enjoyed reading
3 min read
Apr
04
Bill Hwang's Archegos Blow Up Was Just Bad Luck (TN06)

Bill Hwang's Archegos Blow Up Was Just Bad Luck (TN06)

I live for moments like these. Moments where most portfolios are now outperforming Archegos Capital Management simply by not blowing
4 min read
Mar
28

Tesla Wants Your Bitcoin Without The Downside (TN05)

Tesla is going one step further with crypto. Previously they converted $1.5 billion of their balance sheet to Bitcoin.
3 min read
Mar
21

EV SPACs With Empty Revenue Promises (TN04)

EV companies with nothing but reservations are promising to rake in over ten billion dollars in less than seven years.
4 min read
Mar
14
This Week In NFTs: CryptoTrucks Are Here (TN03)

This Week In NFTs: CryptoTrucks Are Here (TN03)

Good Morning! Investing is a real-time playground for decision-making. Oftentimes “do nothing” is the right answer, but sometimes doing nothing
2 min read
Mar
07

Stocks Only Go Up (TN02)

Good Morning! If we all trust the process, we can manifest a stock market that never goes down. Just… trust
3 min read