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19:54SHORT
“Yale has announced that they're in the market looking to sell $6 billion of private equity. The fact that Yale is the one doing it is super important”
@Invest Like the Best
Yale and other endowments selling PE secondaries could trigger a private-market pricing fallout.
BXSHORT@ $146.18
$127.39+12.86%
since call Jun 10
peak +15.2%
“There's a really interesting post by Hester Peirce... this post called A Creative and Cooperative Balancing Act argues that maybe blockchain is the path to…”
@Invest Like the Best
Blockchain tokenization could bypass the IPO discount and fix the broken public listing process.
BTCLONG@ $110,373.00
$62,924.50-42.99%
since call Jun 10
“when Deepseek hit and took off... Alibaba made Qwen open source. Xiaomi has a model out now... And Robin Li at Baidu had kept his model proprietary and he…”
@Invest Like the Best
China going fully open-source on AI models creates a powerful self-training flywheel the US won't match.
BABALONG@ $120.22
$124.48+3.54%
since call Jun 10
peak +3.5%
TIMESTAMPS
19:54
30:43
62:21