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mightytravels

57 karma · joined March 18, 2014

https://mightytravels.com
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mightytravels··on Peter Thiel-Backed Crypto Lender Vauld Suspends Withdrawals
I can’t believe that all the crypto yield Cefi companies Al just gave their money to 3AC. There’s literally hundreds of high yield strategies out there. Many of them well hedged but nobody went that route (at scale).
mightytravels··on The Sinking of Voyager
So all what Voyager was is a retail arm of 3AC? That’s just depressing.
mightytravels··on [dead]
MS copied Google with a 20 year delay. But is the copy better than the original? Looks gorgeous!
mightytravels··on [dead]
The Judgment Call Podcast Episode #23 Mark Saroufim (Machine Learning – The Big Stagnation)
mightytravels··on [dead]
In this episode Evan Weber and I talk about:

How the digital marketing landscape has changed over the years? How affordable advertising opportunities have driven entrepreneurial success. What the Shopify platform has done for ecommerce sites? Can you derive high value traffic from tikTok? Will there be a ‘privacy backlash’ from the intrusion in our privacy by Facebook or Google? Did Google’s / Facebook’s high prices reduced entrepreneurship during the last few years? Why are subscription revenue businesses so hot right now? and much more!

mightytravels··on [dead]
Kelly Perdew got famous winning Donald Trump's The Apprentice reality TV show (before Shark Tank). Now he runs Moonshots Capital - I interviewed him what he learned from his life experience.
mightytravels··on Hacked hospital chain says all 250 US facilities affected
Does hacked mean they had their database open to the Internet again?
mightytravels··on Bullshitters: Who Are They and What Do We Know about Their Lives? (2019) [pdf]
Software is the prototype for actual bulshitter vapor ware modus operandi. I wonder why?
mightytravels··on [dead]
What happened to scientific opinions?
mightytravels··on [dead]
If you have a SoFi money account and log in now it will greet you with 'Open a Money account' - all money disappeared. Support says it is a temp outage but man that is concerning. Shouldn't it at least say 'down for maintenance'?
mightytravels··on [dead]
They 'offer' $1k for most startups in Amazon credits for a $50 yearly paid membership (more of other 'tiers'). Is this real or a scam? Anyone tried it?
mightytravels··on SoftBank unmasked as ‘Nasdaq whale’ that stoked tech rally
True but at the current high implied volatility of the affected symbols the delta/ gamma has been high —> lots of hedging needed. Big loop.
mightytravels··on SoftBank unmasked as ‘Nasdaq whale’ that stoked tech rally
Keep in mind that 4 billion (likely Softbank invested more) means 100x in stocks. i.e. a 10 billion investment in call options 'generates' 1 trillion in extra market cap (because of dealers hedging). That is 1/3 of AMZN or 2x TSLA and so on at current (not March) valuations. Such concentrated volume CAN move big stocks and in turn indexes.

Even if the market let go a bit now - Softbank has literally cornered the market for so long - they still make a killing in the process.

mightytravels··on MH370: A different point of view
How many (remote?) airports in the Maldives are good enough to land a 777? Seems like the perfect remote spot for landing a plane! Torsten @ http://www.mightytravels.com
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