techarchive

surprising how little failures seem to matter in trad tech. equifax leaks 100m SSNs? stock down a few precent, news forgotten after a week.

crowdstrike pushed an update that blue screened all their customers 911 call centers, airport ticketing computers, azure. stock tanked 10% to levels unseen since last month.

Real World Ethereum 🌎 
building /daimo ✳️ 

What does next quarter guidance look like? Are customers fleeing to alternatives? Are lawsuits piling up? If their growth outlook is negative we will see another step down.

I bought 2025 puts because I think there will be business impact here, but timing that is hard.