Viewing profile — brunooo

For anyone who cares enough to watch a 2 hour video on it and hasn’t seen it yet, this Rick Hartley video is the recent gold standard of explaining the issues at play: https://www.…

This is pretty interesting from a content marketing perspective - and think will work well for them.

Izzy Kaminska, one of the smartest crypto critics out there, begrudgingly acknowledged the value of Perps at https://www.bloomberg.com/opinion/articles/2022-08-31/perpet...

In addition to Eevblog and other great resources mentioned, the two things that helped me most with that are the Phil’s Lab YouTube channel and Arlektra educational kit: - https://…

Ft Stafford Beer et al, from the guy behind https://www.the-syllabus.com/ etc.

Plus, given that the auction was about getting rid of the increasingly weird 25% equity holder, it’s not a far stretch to assume that the minority guy just rigged the auction with …

Probably one of the savviest banking analysts out there and author of Lying For Money

Oh, surprising re Signature, but 100% backstop should calm things down. Any fiat crypto rails left in the US, after the FDIC buries SEN on, I dunno, Tuesday?

Curious if anyone knows if SVB would have been eligible on Thursday? https://www.law.cornell.edu/cfr/text/12/201.108 is the list of supported collateral.

There … is? Right below that there’s another bracket of “trying to tweet through it”, a lot of the folks behind the We Support An SVB Successor thing, which then, as Paul Graham di…

Being in an active leadership position makes his decision to spend time on live-streaming panicky half-baked takes … worse?

Not necessarily disagreeing but still worth pointing out that he did the right thing here.

One of those rare opportunities to clearly assess VCs from the outside, and surprisingly good steady reaction by him and Khosla. Who else?

Tempted to come up with a market manipulation angle, but actually great question. If eg Founders Fund put on a decent short right before mailing the portfolio, I wonder how one cou…

Great question and no idea. They’re sophisticated cats and thus guess the answer is “the deal is whatever you can negotiate with them.” But it wouldn’t be very likely that anyone w…

+1 re LTCM resolution, also great example. I’d rather hope that in the unlikely event of there being no private market buyer(s) and a public solution becoming necessary, that lawma…

It is, but if that’s how you apply it to your partner who built 4 decades worth of plumbing that underpins your community, then stuff falls apart.

Good point, and obviously not a great time for SVB equity holders or EVE sensitivity regulation, but looking through their 10Ks or Marc Rubenstein’s great math yesterday at https:/…

NPR had an excellent story of how a bank takeover and wind-down works back in 2009: https://www.npr.org/2009/03/26/102384657/anatomy-of-a-bank-t... “On a mid-January night, some 80…

Can’t find the paper right now, but China has a massive effort underway to tissue culture needle trees for large areas in the West. Single needle can basically be raised to dozens …

Sure: no failures myself yet, although battery is an issue on 4 hour+ flights, and tapping into a layer of redundancy by charging always feels a bit odd. The iPad is actually mount…