Will

Will

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Sr. BD/Strategy @keyrocktrading prev sold start-up to public co. Dropped out of school, student of life & markets. Not investment advice, opinions mine.

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Seems like everyone is talking about implications of AI on white collar jobs but not a lot of talk about implications for commercial real estate and asset managers levered up to own it?

History will likely look back at the decision by the US admin in 2022 to freeze Russia’s reserves as a huge strategic mistake h/t @Mark_IKN

Spent the morning vibe coding a portfolio tracking & optimization tool. Auto-tracks/analyzes my portfolio using AI, now integrating other analytical tools I've built to make it an all in one dashboard. Hard to see a world where generic wealth advisors exist in the future.

Vol on BTC is RIPPING

We are at the 200 week and entering deep value levels for BTC. Unless you believe it’s really becoming irrelevant because of quantum, hard to see a world where spot buys from here & any further down don’t end up being a fruitful decision in a few years.

Vibes feeling off for tech. Credit spreads creeping up. Private credit breaking down. Clearly some weird stuff going on at OpenAI. Microsoft turned out to have ultra concentrated cloud service to them. MAG7 stopping buybacks to full port AI capex. Impossible to call tops but 🤷‍♂️

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