I see substantial wealth sitting on the sidelines, waiting for things to invest in. I did not specify the source or size of that wealth, the opportunities I had in mind, or evidence for the claim. In the post, I quoted @ariesnotebook’s separate reaction, “Bruh.”
On January 8, 2026, I said SBF was going absolutely insane with his fund and that the investments would have been legendary if FTX had not collapsed. I reflected that one wrong move can erase the gains from many good moves. In the post I quoted @Loopify, who claimed FTX bought approximately 8% of Anthropic for $500M, then sold 2/3rd of that stake in bankruptcy talks for approximately $884M. @Loopify also said the investment would have been worth $28B if a recent funding round went through. These figures and that conditional valuation are @Loopify’s claims, not figures I independently verified; the post does not identify the funding round or say what the “one wrong move” was.
I reflected that “one wrong move can take you back to zero” after making many great moves.
On June 19, 2026, I said a quant fund could be started in a college bedroom and called the idea very cool; I did not identify a specific fund or describe an actual launch.
I have limited time and attention, so I would rather see other people build ideas and invest in them. I said this approach was working well so far and that I was having fun; I described it as a good move for me, not a recommendation for everyone. I did not identify the investments or report outcomes.
I distinguish between cash capital and intellectual capital: investing companies such as VC, PE, and family offices have cash, while startups have intellectual capital. I said globalization has increased both kinds of capital and that the future is bright, without explaining or measuring that increase. This outlook connects with my views on buffett school investing principles.
On October 31, 2025, replying to @cz_binance, I said I had heard that an unspecified group was looking for an investment from @yzilabs and shared https://t.co/D2aDBlDy9L. The captured reply does not identify the group or explain what “It’s called” refers to, so I cannot confirm the reported search for investment.
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