Thought Leadership Threads

SVB’s biggest mistake was creating a balance sheet that wasn’t resilient in a rising rate environment.

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Correctly calculating the Beta of their deposits would have led them to construct a short duration investment portfolio.

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A primer on Deposit Beta and Deposit Stability:🧵👇

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Every business has a core function. Some businesses make athletic shoes while others make wide screen televisions.

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What’s become clear over the past week is that many people don’t understand what Banks actually do.

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A simplified explanation if you're interested:🧵👇

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What the heck do you do if a Founder is fully vested and asks for an options refresh?
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It happens all the time but with valuations down the answer isn’t simple.
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A few thoughts on a third-rail topic: 🧵👇

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Underfunding a startup is risky because downstream capital might not be there if the startup hasn’t made material progress.
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It’s a terrible idea to fund a plan that only gets a startup 80% of the way to Mars!

Here's why:🧵👇

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2022 was a horror story with inflation being the boogeyman and the markets being a serial killer on the loose.
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Surviving economic adversity is a life skill so here are a few tips to help you navigate 2023 and stay mentally strong. 🧵👇

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Last night I lost my dad. He was 93 and lived a full life.
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I’m not a very emotional person but I am good at writing down my thoughts, so this is a small tribute to my dad and an attempt at sharing how he shaped who I am today. 👇👇👇

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Many companies went through a major layoff in 2022. Many more will reduce their staff in 2023.
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When the dust settles, businesses will be leaner but challenges will still remain.
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Here's a valuable checklist for survivors:🧵👇

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2022 was more of a body blow than a knockout punch to #Founders and #VCs.
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Most Founders will stagger to their feet and strategize with their Investors.
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So while the next 12 months will feel like 12 more rounds, it’s a fight that can be won.
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8 predictions for 2023: 🧵👇

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Did you know that it’s now possible to buy an IRL house on @opensea?

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It may sound like science fiction but it’s real.

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Read on if you’re curious how it works and why this is a giant leap forward in the use of #web3 technology!