Articles (2)
2 min read·Feb 8, 2026
The Exponential Horizon
For those that have experienced atleast one market cycle, you build an instinct to be wary of price appreciation that greatly outpaces the historical rate. Seeing the Dot Com bubble, 2008 GFC, all the
Business
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2 min read·Sep 24, 2025
Tom Lee's ETH Thesis is Retarded
Tom Lee's ETH thesis is one of the most retarded combinations of financially illiterate arguments I've seen from a well known analyst I've seen in a while. Let's break them down. Tom's thesis is
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