Wajahatmughal

Age 2.5 Yıl

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wajahatmughal

13h ago

Is the $1.8 trillion private credit market is facing its first serious stress test since 2008?
Multiple major funds are blocking investors from withdrawing their money, and defaults are rising fast. @crypto_condom has mentioned this on my timeline multiple times, so thought I'd write a quick brief:
What's Happening at Each Firm
BlackRock - capped redemptions at 5% on its $26B HLEND fund after withdrawal requests hit 9.3% of NAV. Essentially told investors: you can't have your money back right now
Morgan Stanley - restricted withdrawals from its North Haven fund. Investors wanted 10.9% out, got

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wajahatmughal

19h ago

If you're bullish on stablecoins, you'll be bullish on tokenised stocks.
It's inevitable

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wajahatmughal

03-13 19:33

Alles ist gesunken - Assets vom ATH:
Aktien
AAPL -10%
MSFT -27%
NVDA -16%
GOOGL -12%
AMZN -18%
META -18%
TSLA -18%
Indizes
SPY -4%
Q -6%
Kryptowährungen
BTC -43%
ETH -57%
SOL -70%
HYPE -37%
AAVE -83%
UNI -91%
JUP -92%
LIT -85%
Edelmetalle
GOLD -8%
SILVER -30%

BTC1,79%

ETH2,08%

SOL1,74%

HYPE0,92%

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wajahatmughal

03-13 14:31

We're just a few iterations from something big taking off
@0xBobdbldr and I were discussing how many of the biggest companies in the world choose to be private, and for longer than ever.
What that means is:
1. Retail can't invest in some of the companies they are most bullish on
2. Once IPO'd the vast upside is gone. The days of 100x'ing aren't there anymore when companies IPO at over $1T
Instead users resort to buying OTC via an early employee who wants to cash out. It's messy imo.
Pre-IPO instruments are being worked on, whether through the image below via @JarsyInc or perps like @ventual

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wajahatmughal

03-13 14:14

Not only did that guy loose $50m
$AAVE started going up
RIP

AAVE1,56%

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wajahatmughal

03-13 12:38

One of the coolest stories I've read this week
- The UKs first remote robotic surgery done with the patient 1500 miles away
- Using a robotic system connected with fibreoptics and backup 5G with a 0.06s delay
I've seen plenty of robotic surgeries (especially in urology) but to read about this being done remotely, wow.
Get exposure to the growth of robotics

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wajahatmughal

03-13 09:01

Crypto will always have value, always.
Read some stories about people in UAE scrambling to get USDC/USDT because of banking limitations. The stress for those with payments to make, personal or business, horrible feelings.
The value crypto offers with freedom, ownership and permissionless access always comes back, how many times have we had this narrative.
Whether thats $BTC, tokenised equities, or stablecoins. Being onchain, owning your assets, there is nothing like it.

USDC-0,01%

BTC1,79%

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wajahatmughal

03-10 15:34

Who remembers this?

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wajahatmughal

03-09 12:37

Can't wait to get bankrupt filling up my car this week
$OIL

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wajahatmughal

03-07 07:00

Only 5 out of the top 20 most traded assets on Hyperliquid are crypto assets.
Nasdaq, S&P 500, Silver, Gold, Oil, Mag7 and other large stocks are dominating.
4 of them over $100m in daily volume, incredible to see

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wajahatmughal

03-07 00:47

I feel a change in optimism!
It's not just London, the entire UK will be the hub for tech, finance and AI.
It's coming home

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wajahatmughal

03-06 00:29

One sector of DeFi is growing exponentially.
The narrative we've all been waiting for.

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wajahatmughal

03-02 22:44

Change is uncomfortable, but staying the same is so much worse. The faster you change, the faster you become who you want to be.
By leaning into personal discomfort (with a touch of some extra stress), I find just how much more we as humans are capable of.

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wajahatmughal

03-01 15:04

We're getting to stage now where some revenue generating DeFi applications are becoming attractive.
I've got a list of many trading at P/Es of sub 10, some even at just a P/E of 2 or 3. That's based on the current market too where volumes have dried up massively.
Since moats are rare in crypto, my main considerations are:
- Team and their ability to execute and motivations
- Treasury and runway
- Current revenue and projections
- How long would it take for someone to replicate their product (the longer the better)
It feels like a 10x better venture deal with no lock ups too. Probably over th

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wajahatmughal

02-23 20:58

When a nuke detonates, it causes catastrophic destruction via intense heat, blinding light, a supersonic blast wave that flattens everything before a firestorm and radiation wipes everything else out.
The stock market is currently in the midst of this right now
Business are being disrupted every week with new advancements in LLMs and now even the companies producing novel innovations in AI are being hit hard. The market is ruthless and pricing this in every single day as we digest what is coming out, how disruptive this technology is and what we are going to do as a society in the future.