people are making fortunes in public markets. the best trades of the year have been buried in podcasts and research papers. building paste.trade to surface trade ideas from the smartest minds in finance, in real time.

"Slam the bid with size!"

About 8 months ago, I warned that “Anthropic is running a sophisticated regulatory capture strategy based on fear-mongering.” This take was controversial at the time; now look how many people are saying it.

maybe the TBPN acquisition worked? OpenAI is dominating Anthropic on public perception rn

photo of Paul Tudor Jones i took last night

Zuck should host a livestream where he watches the movie and reacts. He can just pay the copyright fine and take control of the entire narrative

should compete away fees for the most part

asset breadth doesn't feel like a huge advantage... i guess you the retention game via things like personal banking? or native social graph?

Ten months ago I started streaming again and launched Counterparty with my cofounder @macdegods. We had a clear vision and goal: everyone in the world is a trader, they are significantly underserved via content, entertainment finance is the next megatrend and we are going to be the biggest in the world. Since then we’ve evolved from a niche crypto stream, interviewing three crypto traders a day, to the one stop shop for everything happening across all markets - geopolitics, ai, stocks and the rest. The team has grown from me and Malcolm in my bedroom to a full cast of killers. Our community, live viewership and talent in the pit (iykyk) only grows up and to the right. And we are partnered with two of the most dominant companies in all of finance (Phantom and Polymarket) It’s impossible to articulate how much has happened this last year to someone that didn’t live it. Everything about markets is always changing except for our thesis: everyone will trade. It’s simple; the world that traditional financial media was created in no longer exists. The currency is being hyper-inflated, wealth inequality is expanding and the job market is being flipped on its head with ai. What worked for our parents will not work for us. But the game always persists. The new game is 24/7. Hyper online. Narratives, memetics and attention are just as important as traditional fundamentals. Counterparty is the first financial media company native to this world. Always on and dedicated towards platforming risk taking and figuring out how to climb the ladder. The game isn’t just about trading but rather an aspirational goal of how to make money, grow skills and win. That’s what it will always be about. I do this everyday because I love it. I love to trade. I love to stream. I love to talk to people smarter and more successful than I am. Ultimately my only win condition is to get as close to the source as possible. I want to be part of whatever is fueling the lifeblood of the future. Welcome to the new Counterparty

“I’m as activist as i've ever been but more of its on twitter than in the corporate context." Bill Ackman

who choosin wBTC over wAAPL

My full conversation with @ChrisCamillo 1:20 How I discovered Chris Camillo 0:33 World's first narrative trader 8:05 Why you need to call your trades 10:13 Making 70% a year for 20 years 14:03 The Michelle Obama dress trade 17:00 Trading Damn Daniel 21:34 What hedge funds get Wrong 33:15 IRL trade research 49:01 Trading the iPhone launch 56:36 The female edge in trading 1:02:19 Trading the Swatch AP 1:16:38 Chris's worst trade 1:26:20 Crypto traders can crush the stock market 1:37:33 Not selling Amazon

threadguy thesis cooking

shilling a random beta after your friend makes 4b on the main runner

Threadguy mode

american crude in hand, $200 a pop come get it