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Crypto Awaits Fed Decision
Stock market was closed but crypto never sleeps
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Credit Caught by Surprise
Together with Good Morning, US stock markets remained closed yesterday but deal making and private markets activity continued to boom in a new year frenzy. Bond vigilantes seem to be waking up, with yields surging to multi-month highs. Also, in the most unsurprising fashion, another major private credit deal entered the restructuring arena. Affinity recently …
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Do Kwon Trial Set For 2026
Former Terraform Labs CEO and co founder founder faces reality as trial is set for early 2026, Movement Labs closes a massive Series B, HyperLiquid faces scrutiny over decentralization criticism, Trump hints at purchasing Greenland which could be optimal for BTC mining, and more
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Former Employees Buy FTX Back
BackPack, a crypto exchange founded by former FTX employees, acquires FTX EU
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Free Speech in the Metaverse
Together with Good Morning, Sam Altman's sister made some wild claims against him, Point72 is entering private credit, AI startups are driving a VC resurgence, Meta removed fact-checking and speech restrictions across its platforms, and deal flow is absolutely booming in the start to 2025. Take your career to the next step in 2025! Level …
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Trudeau Out, Crypto In
Good Morning, Here's a quick preview of today’s content: Bitcoin is back above $100,000 AGAIN, “rich single women” AI deepfake scammers caught in Hong Kong, Sam Altman casually states that OpenAI is close to cracking AGI, the top fed regulator (who wasn’t very pro crypto) bounces out of office before Trump takes over, XRP could …
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Chadification of Zuck Continues
Together with Good Morning, PE will lobby Trump for access to 401(k)s, McDonald's dropped some DEI efforts, Bridgewater laid off 7% of staff, Chinese VCs are coming after personal assets of failed founders, and Meta named Dana White to the board. Deal flow is picking up, but does modeling still have to take hours? Mosaic …
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Litquidity’s 2024 Year-End Letter
The annual recap of what I’ve been up to the past year and where I see the future of the Litquidity brand. Happy New Year, everyone!
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Crypto AI Agents Take Over
Chamath Palihapitiya predicts stablecoin adoption will challenge Visa’s and Mastercard’s duopoly in 2025
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0DTE 500
Together with Good Morning, Quant funds disappointed in 2024, US revealed a privatization path for Fannie Mae and Freddie Mac, US Steel's CEO tore Biden a new one, Centerview Partners is weighing an IPO after posting a record year, and 0DTE options became the most popular option contract on the S&P 500. Whether you work …
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$333M Lost in One Day
BlackRock’s Bitcoin ETF, IBIT, saw a net daily outflow of $333M on Thursday, its largest to date
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Short Start to 2025
Together with Good Morning, Hedge funds posted a solid 2024, activist investing campaigns hit a record high, Nvidia's stock surge has made billionaires out of board members in a rare first, and Hindenburg kicked off 2025 with a scathing short report on Carvana. Check out today's sponsor, OLarry, a personalized tax service for individuals and …