It’s finally over. What an abusive, ugly relationship. One thing stands out as usual from the end of the relationship is that neither Twitter or Trump have a plan. If Trump thought Twitter was so vital to his brand and voice he should not have put himself in a position of getting kicked off everyday. …

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The other day I talked about the unbundling of markets and indexes. Rex Salisbury a fintech VC at a16z asked where the next ‘war’ in fintech will be fought. The thread is here. I replied that with Bitcoin and Goldman Sachs at all-time highs right now, it looks like the last ‘war’ got very little …

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I am surprised by how many young people use Twitter to follow me and ask great questions. It turns out that a lot of these young people are the ones I turn to on Twitter to learn from. One of my faves is Tiffany Zhong who I asked to be on ‘Panic With Friends’ to …

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I have some very smart friends who have been asking me to further explain what I mean by ‘unbundling of indexes’ when I write about it on my blog and Stocktwits and Twitter. I am sure I have riffed about this on many podcasts, but let me try again in as few a words as …

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I have some reading to catch up on so I thought I would share it today. Fred Wilson wrote ‘What Is Going to Happen in 2021‘. Brad Feld wrote about the ‘Great HQ Migration.’ Eli Dourado’s ‘Notes on technology in the 2020’s‘ was shared a bunch of times so I plan on reading it today. …

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I had a nice little break to start the year and am excited to get back to work. I got in 100 miles on the bike to get the year going strong. My January ‘to do’ list is full up so I needed the downtime. This is the first Monday of the new year and …

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I am at it again this weekend selling early according to EVERYONE that owns Bitcoin on Twitter. I sold some Bitcoin at $29,000 and $32,000 and it feels great. Of course, Bitcoin has gone straight to $34,000 this morning as I write. Whenever I think of my selling early issues, one joke comes to mind …

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Hedge fund activist Dan Loeb tweeted the following yesterday: It’s difficult to compete as an investor now if you don’t expand your investable universe into private securities. First, you miss the best entry points; second you will not be tuned into the new innovators that maybe about to disrupt your public cos. Also, you miss …

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Ellen and I watched The Bee Gees documentary last night on HBO and it was great. Put it on your watchlist. I was in bed by 10 pm and will do my first ride of the year this morning. I have so much I want to do this year on the creative side but realize …

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