investing @NorthIslandVC // @columbia_biz value investing grad // prev: @artemis @roundhill @blackrock // techno house enthusiast | 🇬🇷 🇨🇾
Joined August 2020
- Tweets 2,984
- Following 972
- Followers 2,532
- Likes 14,106
426 Photos and videos
Mario S. retweeted
Jun 11
Amazon Prime generational wealth transfer prediction markets -> all could be coming to $HOOD @NorthIslandVC and @artemis explain how
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Jun 11
We co-wrote an article with Artemis on Robinhood and why we believe it is positioned to succeed in this future of finance. Check it out!
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Mario S. retweeted
BofAI: Discretionary spending growth for lower-income consumers was the best since at least January 2025 in May... > 4%
The K is clearly narrowing
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Jun 11
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Mario S. retweeted
Jun 9
At NIV, we've been seeing tremendous growth clustering around the intersection of AI, Stablecoins, DeFi, and Fintech. This has led us to believe that agentic finance, defined broadly, will be one of the biggest trends of the next decade.
Indeed, we believe that 1) AI agents are on the cusp of becoming true economic actors, able to discover, negotiate, and transact, 2) there will be billions of such agents within 5-10 years, engaging in trillions of dollars in annual transactions, 3) these agents will need new financial systems, markets, infrastructure, and tools, which will unlock applications and experiences that are hard to imagine today, and create tremendous value.
This is one of our main areas of focus, so if you're working in this space, please get in touch.
Full Deck Here: lnkd.in/emSGsGDK
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Mario S. retweeted
4% down on the Nasdaq is a 3.3 sigma event. The equivalence of a 1 in 2300 trading days drop. Phew lad.
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Mario S. retweeted
May 29
Regulated US crypto perps 🚀 Could other perps be next?
May 29
In my first public remarks as @CFTC Chairman, I made clear that the agency would use the tools at its disposal to onshore crypto asset perpetuals. Today, the @CFTC delivered on that commitment.
This morning, the @CFTC took historic action to permit the listing of a true bitcoin perpetual contract by a CFTC-registered exchange, charting a path for one of the most liquid segments of the crypto asset markets to exist within the US regulatory framework.
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May 27
Even if you aren’t always deployed, Kalshi is a pretty great high yield savings account at 3.25% APY. Coupled with extremely low risk bets (like Gas national avg not exceeding $7/gal by YE) it’s pretty easy to earn a HSD or LDD all-in yield.
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May 21
It's good that the PS5 is crushing it, but Sony's acquisition of Bungie will go down as one of the all time blunders in M&A
May 21
Read the full blog at bung.ie/d2_may_21_2026
For almost twelve years, we have had the joy and honor to explore the Destiny universe with you all. Through all the ups and downs, surprises and triumphs, building Destiny alongside our players has been a monumental privilege. While our love for Destiny 2 has not changed, it has become clear that after The Final Shape, we have reached the time for our shared worlds, and Destiny, to live beyond Destiny 2.
As our focus turns towards a new beginning for Bungie, we will begin work incubating our next games. To that end, on June 9, 2026, we will release the final live-service content update for Destiny 2 to begin that new journey as a studio.
Though active development may be concluding, we will ensure that Destiny 2 remains playable, just as the original Destiny is today. Many changes in this final update will aim to ensure that Destiny 2 is a welcoming place for players to return to.
We’re proud of Destiny 2, the places it took us, and the legacy it has created. Because of you all, our universe is vast, built on years of shared stories, adventures, and victories. From the Cosmodrome to the Pale Heart to the Lawless Frontier, we have forged life-long memories and friendships with you all.
We are incredibly grateful to everyone who made that journey with us.
From the deepest part of our hearts, thank you, and we'll see you in the stars.
ALT Destiny 2: Monument of Triumph artwork showing Guardians and civilians gathered on a red carpet in the Tower around a large monument beneath the Traveler, with banners and confetti framing the scene.
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May 15
We have Goody’s in Greece, which is cheaper than McDonald’s with 100x higher quality, and actual silverware. No need for this lol
An exciting day for Greece! It was my honor to participate in the ribbon cutting for a brand new McDonald’s at The Mall in Athens, the most technologically advanced McDonald’s in all of Europe! American businesses investing here create jobs and bring American culture – and delicious food – to the Greek people.
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Mario S. retweeted
May 15
Fed fund futures now show 57% chance of a rate hike by Janurary 2027
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May 14
The first amendment, requiring financial regulators to set up AI sandboxes to test AI projects without the specter of enforcement action, passed 15-9.
Given there 13R and 11D on the SBC, it is a good sign for the eventual floor vote there is some bipartisanship. Polymarket odds for Clarity Act passage this year ticked up from 63% to 71%.
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Mario S. retweeted
May 14
Are you sitting down? Ok good. $DRAM and $ARKK took in the most cash of any ETFs yesterday.. And a 2x Sandisk ETF nabbed the 10th spot. Do with this information what you will.. @Todd_Sohn is at Costco rn loading up on canned goods and batteries.
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May 12
If you saw this chart in a vacuum, would you think equities would be minting ATHs every day?
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May 4
Some personal news: after an incredible run leading fundamental research at @artemis, I'm joining @NorthIslandVC as a senior analyst, primarily on the hedge fund side.
Huge thanks to @jonbma and @anthonyyim for building something special and trusting me to help shape it. I will continue to root for the Artemis team every day as they create the next great investing platform for prosumers and institutions.
Excited for what's next!
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