@futurenomics
tristero.com
Joined January 2018
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American Exceptionalism and Sublimation of Will

A quiet theory I’ve had for a while is that American exceptionalism may be attributable, in part, to the emphasis placed on team sports in American education. Indeed, former athletes seem to fill th…

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SpaceX: the trillion dollar overhang

This isn't just unusual: it's historically unprecedented for an IPO of this size.

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Winners and Losers

Some thoughts on the markets:

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All perps traders are equal. Some are more equal than others.

In crypto, every meltdown is also an autopsy. Last Friday 1.2 billion dollars were liquidated on HyperLiquid. Open Interest was halved, decreasing from 14 to 7 billion. And all of it inside a single 5…

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