Chandra Duggirala M.D @csentropy
Techno-Economic Golden Age explorer. Personal account. CEO @portaltobitcoin, @finance_rafa. Building the next generation of Financial Primitives portaltobitcoin.com Silicon Valley Joined August 2008-
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has there ever been dialogue in hollywood that had more magnetism? youtube.com/watch?v=LUy2Wx…
"Inflation" is not CPI. It is an increase in the quantity of money, which, sometimes, depending on demand and supply, manifests in prices. Keynesian Macro folks should all have their drivers licenses and internet connections cut off.
It's called Schrodinger's stonk.
It's called Schrodinger's stonk.
Ray Dalio's cycle theory makes Elliot Wave theory look like physics. How did this guy ever run Bridgewater? Even his "Principles" is the most boring pabulum.
@unusual_whales Dalio has called 15 of the last 2 recessions
When "the social network" came out, Facebook was valued at 25B Now Meta is valued at 2T.
"This simple formula for investing" Buffet days are over. I don't make the rules.
The passive bubble is the biggest it’s ever been. The other side will be quite ugly. Dont ask me when though
Investor Manifesto Pt2: VIBE IS KING Nine months after the 2025 manifesto the tape feels like it is moving at 3x speed. SPACs are rising from the graveyard. AI spec energy plays are +1000%. Once laughed at “future revenue metrics” are moving mega caps $100s of billions in a day.…
Investor Manifesto Pt2: VIBE IS KING Nine months after the 2025 manifesto the tape feels like it is moving at 3x speed. SPACs are rising from the graveyard. AI spec energy plays are +1000%. Once laughed at “future revenue metrics” are moving mega caps $100s of billions in a day.…
what the hell does this mean
Economists: they know everything.
Care about the melt up now. Worry about the crash when it’s time Risk on peeps
Care about the melt up now. Worry about the crash when it’s time Risk on peeps
Don’t wait till everyone knows the best plays. In the face melt face of the cycle, being ahead is all that matters
So no carry trade unwind. Risk on broskis
Nikkei up 128bps Yeah this is a bull market
One cannot become a great investor without being atleast a good if not a great operator Same thing does work in reverse. Once you go public, great capital allocators get separated from the others.

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