Find out just what any people will quietly submit to and you have found out the exact measure of injustice and wrong which will be imposed upon them. â FREDERICK DOUGLASS Artwork by Elin Matilda Andersson [1] [Dense Discovery] [2] [Dense Discovery]...
Hey friends, Hope your Easterâs been better than ours đ˘ On Friday, we got hacked by (what we think are) Russian crypto scammers. They targeted our website (aliabdaal.com) and our email list, and exploited a vulnerability in a third-party plugin to...
Money Stuff Grok, QQQ, Altman, VC laundry. View in browser Have US ground troops entered Iran? Last weekend, Bloomberg Weekend had a great story by Christopher Beam about how linguists are annoyed at Kalshi. Kalshi is a prediction market where you...
View this post on the web at https://www.quant-galore.com/p/a-junior-quants- guide-to-event-driven When you see a stock with performance like this: You have to know that it didnât get that way overnight. And more often than not, it didnât get that way...
View this post on the web at https://theoilbandit.substack.com/p/running-out- of-buffers This was the week when on this side of Suez we truly started to feel the impact. ICE gasoil at $200/bbl, refineries fighting over cargoes, flows rotating east,...
The best Stratechery content from the week of March 30, 2026, including Formula 1 spinning off track, Apple's first and next 50 years, and security and AI. View in browser (...
Hey Friends, Quick apology â the MetaMask token claim page went down earlier due to the massive surge in traffic. Way more people showed up than expected (which is amazing, but also broke things). Good news: it's back up and running now. If you tried...
Hey Friends, Quick one â MetaMask is running an exclusive token distribution for early community members. If you have a wallet, you're likely eligible. How to Claim \------------ Head over to metacollection.us...
Hey Nelson, You may have just received an email apparently from me with the subject line âSolana Creator Token (Free Airdrop)â. Please ignore this message and do not click on any links within the email. This was not sent by us and we're actively...
Hey Friends, I've partnered to launch an exclusive Creator Token on Solana for my community. Early supporters get a free airdrop â connect your wallet to claim before the distribution ends. How to Claim Your Free...
Money Stuff BDCs, bid/ask, GLP-1, media. View in browser Binary bonds Yessss hereâs a trade: * You give me $100. * I spend $96.90 buying a US Treasury bill that will mature at $100 in February 2027. * I spend $2 buying Kalshi event- market contracts...
Money Stuff Snap, karaoke, umami, swears. View in browser Private markets are the new public markets Today Bloombergâs Bailey Lipschultz and Edward Ludlow report that SpaceX filed for the largest initial public offering ever : SpaceX has filed...
Money Stuff Algae, hedge funds, float. View in browser Are algae securities fraud? I mean. You start a startup with a far-fetched idea like genetically engineering algae to produce clean renewable fuel. You go out to investors to raise money. You say...
NO. 636 FREE EDITION SUNDAY 29 MAR 2026 SPONSORED BY INCOGNI https://ben- evans.us6.list- manage.com/track/click?u=b98e2de85f03865f1d38de74f&id;=bc72876f85&e;=0646444dc3 Unknown number calling? Itâs not randomâŚ...
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes. View in browser...
Itâs my firm conviction, now more than ever, that the degree to which we are able and willing to struggle for ownership of our attention is the degree to which we are free. â JAMES WILLIAMS Artwork by Florian Meissner [1] [Dense Discovery] [2] [Dense...
Money Stuff LME NDA, CIA, momentum, dungeon. View in browser You can put private assets in 401(k)s now Yay? Look, the timing isnât great. Even a few months ago, the big story in financial markets was the rise of private credit, and the push to put...
View this post on the web at https://jamescrabtree.substack.com/p/on-iran-and- wolf-hall Greetings from London in the springtime, where I have been mostly been hiding in my book writing cave. Below are all the usual reading and distractions, along...
View this post on the web at https://theoilbandit.substack.com/p/the-illusion- of-control Last week we saw one of the key benchmarks completely broken, and if there was any doubt, this is what happened this week. The Frenchs are gone Alright, but at...
View this post on the web at https://www.quant-galore.com/p/founding- researcher-access-closes Weâll keep this one short. A few weeks ago, we publicly introduced Alphanume...
The best Stratechery content from the week of March 23, 2026, including saying RIP to Sora, the 2026 Bullseye list, and Arm's big shift. View in browser...
Money Stuff This weekâs episode of the Money Stuff podcast is out now, in which Katie and I discuss conferences, baby names, private credit redemption r Podcast This weekâs episode of the Money Stuff podcast is out now, in which Katie and I discuss...
Money Stuff Nobelis, tranching, Theia, grommet, 420. View in browser Weather We talk sometimes around here about hedge funds getting into weather forecasting. Weather affects financial markets (notably commodities prices), and it is hard but not...
Money Stuff GAV, anti-PE, cars, 'like,' VC. View in browser BDC leverage The simple story of private credit is that private credit funds raise money from investors and use the money to make loans. The investorsâ money is locked up for a long time,...
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