Santiago R Santos

Santiago R Santos

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founder @inversion_cap | posts are not investment advice

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Santiago R Santos

Replace your current fear with a bigger one. Some of the best risk takers in history had traumas so deep that business failure wasn’t even a real fear by comparison. Don’t believe you need to have experienced deep trauma to overcome your fears. You need to put it into perspective. Just ask yourself “how bad can this actually get?” I first came across this concept in “Who Knew” by Barry Diller. His personal fear was so consuming that business risk was irrelevant. He went on to build a media empire.

Santiago R Santos

OpenAI just raised the largest venture round in history Santi shares why it's important to zoom out as an investor and why todays market rewards active management "If you’re not in 3-4 names you should be looking at yourself and questioning" @santiagoroel @HadickM

Santiago R Santos

“Home hobby computers” The best investments are rarely obvious at the start twitter.com/santiagoroel/statu...

Santiago R Santos

Indeed, it was *because* I was not from the aerospace industry that SpaceX made such radical breakthroughs. Same for Tesla. Those in the industry would have if they could have.

In this 2015 interview, the host — a Tsinghua University professor — expressed genuine curiosity about how Elon Musk was able to found SpaceX without prior experience and knowledge in aerospace, especially given that rocket science is one of the most demanding hard sciences — and

Santiago R Santos

Gotta give credit where it's due. @santiagoroel correctly said that all these tokens were tremendously overvalued and most have crashed 70%. Many with another -70-90% to go. The Great Cleansing, while painful, is a welcomed sight.

Santiago R Santos

The biggest companies quietly become banks. Airlines make their margins on credit cards. Starbucks runs a massive gift card float. The play isn’t building new crypto native apps, it’s acquiring trusted businesses and upgrading their backend with stablecoin rails. @santiagoroel @RiskTakers000 @Banter_Clips @crypto_banter

Santiago R Santos

.@santiagoroel put into words my concerns around prediction markets: Action must be taken to limit insider trading in order to ensure the long-term success of these markets

Santiago R Santos

New weekly roundup out now! @santiagoroel @HadickM We discuss: - State of the market - OKX's $25B valuation - Hyperliquid & 24/7 markets - Prediction market insider trading - a16z & Paradigm raising $3.5B & more! Timestamps: 00:00 Introduction 03:20 State of The Market 08:05 How To Unlock 24/7 Markets 18:54 DAS Plug 19:20 Insider Trading On Prediction Markets 52:58 OKX Raises At a $25B Valuation 55:34 a16z & Paradigm Raising $3.5B 01:09:33 Will Crypto Prices Recover? 01:13:16 Content of The Week

Santiago R Santos

New episode with @tushar_jain @vaneckpk out now! We discuss: - L1s vs apps - How to value tokens - Building a portfolio in 2026 - Stablecoin chains, crypto cycles & more! Timestamps: 00:00 Introduction 01:20 Where Are We In The Market Cycle? 06:35 Allocating In Crypto 16:12 Coinbase Ad 16:57 DAS Plug 17:22 How To Value Crypto Tokens 32:28 Investing In Apps vs L1s 38:10 Crypto Social & Stablecoin Chains 53:00 Investing In AI 59:40 Positioning In 2026

Santiago R Santos

Days like today make you wonder why finance isn’t open on weekends I’m sitting next to a macro guy discussing Iran strikes. While he’s speculating what markets will do on Monday I pull up Hyperliquid’s oil perp +5% @ $86 Brain melted. Yeah - 24/7/365 tokenized commodity trading is going to explode

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