Jeff Park

Jeff Park

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Head of Alpha Strategies @BitwiseInvest // Rainmaker of @Chainforestxyz &🗽@FWBtweets // ex-@morganstanley and @stanford

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OpenAI is now worth more than every S&P 500 company except 12. It has no profits. Those 12 companies have a combined age of over 1,000 years. OpenAI is 10. The most disruptive wealth creation event in human history is happening right now in total privacy.

This was one of my favorite recordings this year, largely because @TrustlessState came in locked and loaded ready to turn up the heat I think we landed on something genuinely original, a little controversial, and most importantly of human quality free of slop Give it a listen!

LIVE NOW -- 3 Megatrends Every Investor Needs to Know | Jeff Park Three macro forces are converging that almost no one is pricing in correctly. @dgt10011 returns to lay out what he calls the "certain truths" shaping markets for the next two decades: collapsing demographics

“Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence.” - Helen Keller

“Waste no more time arguing what a good man should be. Be one.” - Marcus Aurelius

I asked Jeff, CIO at ProCap, why private credit is missing from his radical portfolio theory. He explains the whole category is built on an illusion and the incentive alignment has been abused.

🟢 LIVE from Digital Asset Summit in NYC Day 2 https://x.com/i/broadcasts/1nxeLyZMlBPJX…

“Life is at the most basic, struggle for ownership of space”

This is your final notice. Buy Bitcoin

In this regime, even “safe” carries beta: welcome to the era of the risk-full rate

Had an absolute rip pre-gaming with @tpacchia covering everything from Bitcoin to Pokémon, Korean culture to generational liquidity traps. Chaos, alpha, and a few unexpected turns and takes Give it a listen–and crack a cold one for @PubKey 🍻

hard to be korea right now fuel price cap - first oil intervention since 1997 THAAD system forcibly relocated away (historians estimate korea has taken 0.5% hit to GDP from china) stock mkt down 10% china/NK deterrence weakening security guarantees will likely change forever

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