building @tryPortola | prev: ABS @PIMCO, Math & Econ @Cal
Joined April 2021
- Tweets 1,556
- Following 1,619
- Followers 441
- Likes 6,303
28 Photos and videos
May 26
At one time it was nonconsensus
Increasingly now a migration will be priced in
Then we will agree it is inevitable
May 23
⚡️ JUST IN: McKinsey sees a $4 trillion shift toward a three-layer onchain monetary system built on stablecoins, tokenized bank deposits, and central bank money.
2
2
215
Apr 21
The cannon doesn’t hate the Byzantine empire, it just fires.
3
382
Apr 17
The greatest stablecoin credit company in the world (featuring @dadiomov from @ModernTreasury)
8
3,472
Apr 10
Brilliant. Will move the needle.
Apr 9
I've always had a dream of markets where investors can focus on core business results and ignore the noise.
A focus on the KPIs that actually matter. 🎉
So excited to share that @fiscal_ai @Kalshi @Benzinga have partnered up to make this a reality.
Kalshi KPI markets are now powered by the Fiscal API. 🔥
There are now 15 KPI markets live on Kalshi and will continue to grow.
"Predict The Fundamentals."
3
405
Infinitely better than sports gambling
Apr 3
This is disgusting.
Would never be allowed on Kalshi or any other regulated platform.
4
385
Mar 30
Beyond bullish
Mar 30
Valinor announces a $25M seed round led by @CastleIslandVC to reshape credit for the digital era.
Read more about what this means for the future of credit markets in Fortune.
fortune.com/2026/03/30/valin…
3
416
Mar 30
Landed in Vegas
Have a strong desire to go to visit the Art Bell memorial site in Pahrump and hike Tikaboo peak instead of talking about loans.
Magical place here in Vegas. The veil is thin.
1
4
311
Mar 28
Are you headed to fintech meetup?
If so, I’d love to talk to you about how loan and debt markets are fundamentally changing due to blockchain.
1
3
725
Mar 28
Paul Thomas Anderson’s first three movies are just an unbelievable first act from a complete genius. Must see.
Movies and tech are nothing alike, but it would probably behove us in the bay to be as deliberate about our work as PTA is about his art.
3
186
Sebastian Marshall retweeted
Mar 25
7
2
74
3,712
Mar 19
One of the more bizarre short reports I’ve ever seen.
Mar 19
We are short Paris-listed hotel chain Accor SA $AC.PA $AC
“Accor, Epstein, and Ukrainian Orphans: Our Investigation Into Child Trafficking”
Our new report is available on our website: grizzlyreports.com/accor/
1
244
Mar 15
This is slop.
Kindergarten teachers are not getting replaced by AI.
Mar 14
5 minutes ago, @karpathy just dropped karpathy/jobs!
he scraped every job in the US economy (342 occupations from BLS), scored each one's AI exposure 0-10 using an LLM, and visualized it as a treemap.
if your whole job happens on a screen you're cooked.
average score across all jobs is 5.3/10.
software devs: 8-9.
roofers: 0-1.
medical transcriptionists: 10/10 💀
karpathy.ai/jobs
1
2
296
Feb 28
This is why I am long FIGR
Feb 28
Also - ram - I am at locals in Soho right now - come down and I will beat your ass nine ways to Sunday for being a lying shit
2
870
Feb 22
This whole thing is because the assets themselves are not tokenized
We are just putting shares of private credit funds on chain and enabling repo against them
Feb 22
So there are $99.4M dollars backing 104.7M shares
yet somehow each share is supposed to be worth $1.05
interesting 🤔🤔🤔
ALT https://midas.app/transparency?token=mf-one
1
6
1,186
Feb 21
Unreal if Figures choice to use Cosmos actually turns out to be right as Wells starts to build on it
1
3
109
Feb 21
RE the Stanford Review article on YC. This is the exact phenomena in an anecdote you get in the Bay Area now, the tail wags the dog.
Credentials should mean nothing in the frontier. That’s the purpose of the frontier.
Feb 20
i think its really interesting how much men attempt to shame me for choosing college of charleston when i say i was in the top 5 in my class (i got a 4.0 in my major of CS). i came from a pretty poor family and didn't even know i couldve been a candidate for a top tier college. i chose to stay in state to receive my full ride scholarship there. what i did was very impressive and im not ashamed
1
11
1,062
Feb 13
Much has changed in venture and startups in the last decade.
At the end of the day though, if you view starting a company, your 10 year crusade, as just another option, don’t do it.
Only do it if you can’t stop thinking about the problem, and are completely obsessed with it.
There is a common saying on Stanford's campus: it is easier to get into Y Combinator than to get a real job.
stanfordreview.org/is-yc-for…
4
330
Feb 12
In the US, until somebody solves direct deposit into stables, crypto will remain a technology platform for commodity speculation and pump and dumps.
You need to get Americans using stablecoins or tokenized deposits to get any of these other developments we all want.
2
95
The beauty of this world is functionally unlimited, go find it
1
111
Shocked at the level of incompetence involved in the Epstein file releases. Currently torrenting the original dumps in full in case the removals get any more egregious.
After studying this guy for a decade, and understanding the finance world, there's only one conclusion.
1
1
2
299
In some ways he reminds me of another interesting conspiracy character, Robert Booth Nichols, somewhere between an intel asset and a con-man.
How many more people are there like this? A dozen? A hundred? A thousand?
1
1
150
He was a creature of a system that is not well understood, a covert politics underneath the world we live in that gets deals signed.
It's uncomfortable to think that he's not an isolated case. This may be peeling back a power structure that the public can't handle.
1
98