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CZ Faces Hamas Allegations
Binance founder CZ accused of facilitating payments to Hamas
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Mamdani Opens the Revolving Door
Together with Good Morning, Mamdani's transition team will include some prominent Wall Street execs, Michael Burry launched a newsletter to share his market research, Ray Dalio says the 'pod shop' hedge fund model is unlikely to last, and Trump just signed an executive order to begin the “Manhattan Project of AI” (*cue epic Oppenheimer soundtrack*) …
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Carry Won’t Save You
The private-equity dream isn’t dead, but the shine is definitely wearing off. For years, the PE pipeline was every analyst’s golden ticket: grind 100-hour weeks in banking, break into a megafund, wait for carry, retire early. That was the narrative. But the path is changing, and younger analysts and associates are starting to rethink the …
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Rich Dad Poor Dad Cashes Out
Tom Lee sees Bitcoin as high as $200k by January’s end somehow
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Subprime Times for Amazon SWEs
Good Morning, BLS canceled the October CPI report, Trump met with Mamdani, hedge funds are scrambling to cover shorts, PE firms are turning to dividend recaps at record pace, McLaren bottled it again, and software engineers were hit the hardest in Amazon layoffs last month. Let's dive in. Before The Bell As of 11/21/2025 market …
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Dalio Admits BTC Stake
Ray Dalio owns “small percentage” of Bitcoin
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We Were Never Back
Together with Good Morning, PE employees are beginning to embrace smaller firms, Oracle CDSs are emerging as the AI bubble hedge, corporate insiders are buying the dip, just two sectors are accounting for all of US job growth, and US stocks tumbled yesterday in a rare rally-reversal that wiped out over $2T in value. Does …
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NVDA Earnings: We’re Still Him
Nvidia reported fiscal Q3 earnings after the bell, and once again reminded everyone that this isn’t a company, it is the motherboard for the entire AI economy. The Numbers: Revenue: ~$57.0B (vs $54.9B expected) EPS: $1.30 (vs $1.25 expected) Gross Margin: ~73% Q4 Guide: ~$65B +2% (vs $61.7B expected) Nvidia didn’t just beat. It extended …
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BlackRock ETF Bleeds
BlackRock’s BTC ETF posts record-setting outflows
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In the casino, betting on green
Together with Good Morning, Nvidia delivered again, Meta's chief AI scientist departed, BLS canceled the October jobs report, StockX is offering prediction markets on Labubu prices, Trump said he'd 'love to fire J Pow's ass,' and the Epstein files will be released by law. Specialized AI tools are emerging as the leaders for investment workflows …
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Cloudflare Outage Hits Crypto
Cloudflare network outage hits multiple crypto front-ends
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Release The Files
Together with Good Morning, Congress approved a bill to force the release of the Epstein files. Trump is expected to sign it into law. Day 1 of the inaugural Litquidity × NEXUS Capital Cup was an absolute blast and we're excited to see the competition unfold in the final stages. Our wonderful sponsors made room …