Inside you there are two wolves https://t.co/LcvfKLMC8C
José Maria Macedo
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@ZeMariaMacedo
While I can't stand Trump or many of his decisions, I have to admit he's been excellent on AI
I believe history will prove him right against the doomers and the data center NIMBYs. Can’t think of many politicians who would have the conviction to def...
11/10/2026 00:26
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@ZeMariaMacedo
New Emerging Managers episode with Paavan Gami (@hiro_sugimoto_) of Raas Partners is live, our first with a public equities fund manager
Before starting Raas, Paavan spent 5 years at Greenoaks, where he was part of the now legendary Carvana trade (i...
11/6/2026 13:40
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@ZeMariaMacedo
Some of the most legendary returns in venture come from concentration. Founders Fund II famously put 10% ($20m) into SpaceX, which was worth ~$24b at IPO
What are some other examples of 10-20%+ bets in venture? Bonus points for emerging managers who...
11/3/2026 14:34
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@ZeMariaMacedo
Me staying up to watch the hacker dump $ENA live: https://t.co/OlZSHz3C0R https://t.co/fm7rUcBQQ2
10/29/2026 23:12
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@ZeMariaMacedo
Binance withdrawals processing for 10+ mins. Anyone managed to get anything out or is it safe to say they've been suspended already?
10/29/2026 21:19
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@ZeMariaMacedo
Anyone managing to get Binance withdrawals processed?
10/29/2026 21:09
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@ZeMariaMacedo
Maybe the most bullish thing about the https://t.co/L0PwCmmngs announcement is that $ICE is itself up 5% on the news, adding ~$5b in market cap
Massive positive signal to other TradFi giants thinking about integrating with Hyperliquid
10/29/2026 16:25
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@ZeMariaMacedo
"The voyage of the best ship is a zigzag line of a hundred tacks. See the line from a sufficient distance, and it straightens itself to the average tendency. Your genuine action will explain itself, and will explain your other genuine actions. Your c...
10/19/2026 11:35
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@ZeMariaMacedo
If everyone’s posting about black Monday all weekend, it’s probably not gonna be a black Monday
10/18/2026 23:58
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