Rambling #27 is live.
My space ETF is up 128%. I fumbled an airdrop as a top 1% user. And I'm still buying Bitcoin dips.
Following the money wherever it leads. Right now it's pointing at orbit. 🛰️
simsing52.substack.com/p/ram…
Ethena and @coinbase have partnered to grow onchain finance and savings products for their 100m userbase, with the first growth initiative launching next week.
Alongside this partnership Coinbase Ventures have also made their first investment into Ethena on the open market.
Coinbase Ventures is proud to back @Ethena through an open market purchase of ENA.
Ethena is a critical player in onchain finance, and we are excited for the closer partnership with Coinbase and USDC.
We’re giving away a Mac Mini in a month to one of our community members!
All members go into a raffle on June 5th, so join before then to have a chance to win (link in bio)
We’re also giving away a free month membership each week randomly to someone that retweets this post 🎉
World Cup routes just dropped on FareUp. ⚽️
Paris → Dallas. Amsterdam → New York. Frankfurt → Dallas.
Will fan demand spike fares before the tournament? Predict it → fareup.xyz/app
⚡ We just updated how streaks work on FareUp.
The old system was too hard, almost impossible to build a streak if you were betting multiple routes.
Now every correct prediction counts. Miss one, you reset.
Simple.
We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity.
This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.
New Market Rambling 🧠
– Why I stopped DCA'ing Bitcoin (quantum risk is real)
– @FareUpApp hit 1,400 users this month
– Salesforce at 10.6x FCF is the trade everyone's missing
Read it ↓
Quick update: We hit a backlog settling predictions — turns out 8,000 predictions in 2 days is a good problem to have.
Everyone's picks are safe. Settlement running now, should wrap up by tomorrow. Points incoming!
This is what growth looks like.