#Valuation

𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞

EffMktHype

Was reading through a private group chat yesterday discussing the forward path for market+economy. A lot of much smarter people in that chat than me, but it did get me

Maple Leaf Capital

MapleLeafCap

(0) As per requested, I spent some weekends putting together my basic framework on the $ETH + $DeFi space. Would greatly appreciate your feedback as it’s the sole purpose of

Meltem Demirors

Melt_Dem

1/ crypto VC is going through an explosive phasethere are big funds (>$500M AUM), a lot of small funds (

Baby Yoda Capital

BabyYodaCapital

One stock that I have been following that I believe has flown under the radar and am now adding to my personal portfolio is $NCNO. https://www.ncino.com/ A thread 1/

Professor Oak

Prof_Oak_

Closing the books on 2020 and recording some thoughts for 2021. Themes, picks, SPAC / IPO watchlists to follow. A thread Fundamentally, expect continued mo for bios in 2021

Dan Held

danheld

1/ Why Silicon Valley Doesn't Get BitcoinOver the last 12 years of it’s existence, Bitcoin has been misunderstood by Silicon Valley which has led to many cringe worthy moments as

Jim OShaughnessy

jposhaughnessy

1/ Some book recommendations:Rules of the game: many people are asking me for investing book recommendations and I finally felt guilty enough to actually put together a list. BUT--this is

Kinjal Shah

_kinjalbshah

1/ For anyone stumbling upon the NFT space, wanting to know WTF is going on - here’s a high level summary 2/ First, some terms: NFT = non-fungible tokens =

Ben Williamson

BenPatrickWill

Digital technologies are political machines of higher education post-pandemic reform. New report by me and @ahogie out this week on edtech, privatization and Covid. It's a bit long, so thought

Walnut Ave Value

walnutavevalue

But MSFT got multiple compression problem as covered in this excellent tweet from @corry_wang Stock price to dropped from the highs of late 1999 and didn't get back till 2016,

Aaron Wright

awrigh01

Why are governance tokens interesting and important? A short thread below There is often no IP protection with many blockchain-based protocols and assets move fast on a blockchain. Teams

Simon Erickson

7Innovator

I've drawn the wrath of a few Twitter haters who are telling me I'm missing the point of this WSB / $GME story.So I think now's a good time for

Elif Kalaycioglu

elifkalay

On Wednesday, Turkey’s President Erdogan declared that Hagia Sophia will be transformed from a museum to a mosque. A thread on heritage, shifting international and domestic politics 1/ As most

Chris Bakke

ChrisJBakke

Raising money for your startup as a founder is a lopsided game. VCs, angels, and repeat founders all know the dance, but the rules can be really unclear as a

oaksprout

tannedoaksprout

hey josh,happy to help you understand thorchain better. you haven't missed the boat!the most important thing to recognize is that activity is on $eth but purchasing power and swap volume

Frank Rotman

fintechjunkie

1/21: I pulled a thread together a few weeks ago about how the early stage fintech ecosystem has gotten a bit crazy and overheated. https://twitter.com/fintechjunkie/status/1299394396895563778. Since then I was asked

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