Diego

@d1ego

1045 Following

1128 Followers

Diego pfp

Agree, though not a 1:1. Tradfi multiples are DCF proxies. In crypto, applying revenue multiples assumes we’ve already have a mode for fundamentals — but models like REV and RSOV are still evolving. Agree with your logic, just unsure what a “reasonable” multiple even is today.

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Shitty year for both clubs 😆, would not be surprised if Juve takes it

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🤣 that's awesome. Same reasoning here...

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16mo daughter still not walking. Crawls like a maniac, walks great holding hands — just refuses to go solo. She’s a big girl (90+ percentile heigh & weight), so maybe just taking her time. Ped suggested PT soon if we wanted but feels a rushed. Anyone else skip PT and let it play out?

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Russell? All the talk about him being the only top caliber driver without contract. But I would imagine Toto letting him go only if he gets Max so hard to know...

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It would be wild — especially if Newey’s magic starts showing on AM’s 2026 car

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More Verstappen-to-AM rumors — apparently “basically done” per Daily Mail. Still feels like smoke, but it keeps resurfacing 👀 👀. I see it close to impossible but if it ends up happening, can’t imagine Horner or Marko keeping their jobs… https://www.planetf1.com/news/team-for-max-verstappen-revealed-aston-martin-team-member-talks-f1-2026#:~:text=According%20to%20the%20Daily%20Mail,the%20rumours%20to%20PlanetF1.com.

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Just about to finish The Machiavellians. What a book. History repeats itself, but this one feels so prescient. Ideology, elites, fake consensus, the illusion of legitimacy — reads like today's manual. Wild that it was written in the '40s.

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Better late than never 😅 Just joined the league — sitting in 6th place, so I’ve got some catching up to do!

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Couldn’t agree more. Small funds carving out follow-on capital is a double-edged sword — every marginal dollar at that stage should carry the same risk/return profile. Reserves often distort that. One addendum to your solution: “raise less for Fund I and recycle up to 150% if needed.” It shows LPs you can generate distributions while still having room to take conviction bets when warranted.

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Disagree. I do think they have ambitious bets. Early in SpaceX when it was non-obvious and investments like Varda (manufacturing in space) are rarely backed by traditional VCs...

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You think they are better than the EVO SLs?

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I swear by my Vaporflys for race day too. Best shoes I've had. I still haven't found a daily trainer that convinces me. Have recently tried Pegasus, On Cloudmonster 1st gen (really liked them, not convinced about the new ones) and Rebel V4s. Hopefully the SL goes on sale next!

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This is great, thanks! The NB V4s lost their bounce super fast for me—honestly not giving the V5s a shot. Also really like the look of the EVO SLs. Seems like a great all-around trainer :)

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Really recommend Gurley’s latest pod with Patrick O’Shaughnessy. One of the few who speaks clearly and cuts the BS. Loved the shoutout to crypto as a way to break the cycle of companies staying private forever. https://open.spotify.com/episode/3coA5PwQ1iz7mMxjctLNCA?si=imbTMieiQh23-Dmmnl29-w

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