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VOICE ARCHIVE

Clifford Asness

@cliffordasness
16 posts
2025-11-27
The article is bad enough for Tether. But the Tether guy's response at the end is pure Saylor-esque messianic utopian paranoid propaganda without actual semantic content. And nobody mentions that all those “other” assets don't really work under the “GENIUS” act do they? [image]
2025-11-27 View on X
Financial Times

Jefferies: Tether, which said it held 116 tons of gold in September, is “the largest holder of gold outside central banks”, buying 26 tons in Q3 and 24 in Q2

Remember about a month ago, when gold hit an all-time high, lots of commentators got on their hobby horses to huff about currency debasement?

The article is bad enough for Tether. But the Tether guy's response at the end is pure Saylor-esque messianic utopian paranoid propaganda without actual semantic content. And nobody mentions that all those “other” assets don't really work under the “GENIUS” act do they? [image]
2025-11-27 View on X
Bloomberg

The S&P downgrades the ability of Tether's USDT to maintain its US dollar peg to “weak”, the lowest rating, citing exposure to high-risk assets such as bitcoin

their only recourse is to attack us because they're losing. Paolo Ardoino / @paoloardoino : System is broken. They're upset we make it evident Matt Cole / @colemacro : If you accep...

2025-10-28
How long did it take OpenAI to go from “we are a non-profit” to “trust us to sell porn”? [image]
2025-10-28 View on X
New York Times

An ex-OpenAI staffer of four years says it isn't doing enough to protect users, especially those with mental health issues, and needs to offer more than words

I've read more smut at work than you can possibly imagine, all of it while working at OpenAI.  —  Back in the spring of 2021 …

2025-04-10
For me, one of the main benefits of making some money is not having to wear a gimp suit for anybody. To each his own.
2025-04-10 View on X
CNBC

President Trump pauses tariffs on most countries for 90 days, setting a 10% “lowered Reciprocal Tariff”, and sets 125% tariffs on China “effective immediately”

- President Donald Trump announced a 90-day pause on the full effect of his new tariffs for at least some countries.

2025-04-03
I'm not at a place to check this stuff myself, but if James is right (and I'd bet he is but again can't check) this is just batshit insane. Oh, and keep reading the subtweets, it gets worse.
2025-04-03 View on X
CNBC

Tech stocks fall after President Trump announced new global tariffs: Meta drops as much as ~8%, Amazon drops ~7%, Nvidia ~5%, Alphabet ~4%, and Microsoft ~3%

Apple slid more than 6% in late trading Wednesday and led a broader decline in tech stocks after President Donald Trump announced …

2025-03-08
That it's funded with confiscated proceeds does not mean it “doesn't cost a dime.”  Money is fungible.  It costs what you could sell it for.  That's not Econ 101 it's like the pamphlet they send you to prepare for Econ 101.  Considering this long tweet starts out economically illiterate, continue to read at your own risk.
2025-03-08 View on X
Cointelegraph

Trump signs an EO to establish a Strategic Bitcoin Reserve and a Digital Asset Stockpile using BTC and other digital assets forfeited in criminal or civil cases

Now, Trump wants to create a crypto “strategic reserve.”  (1/2) @theangrydonkey : Earlier this week, Trump announced the names of five digital assets he expects to include in this ...

2025-03-07
That it's funded with confiscated proceeds does not mean it “doesn't cost a dime.”  Money is fungible.  It costs what you could sell it for.  That's not Econ 101 it's like the pamphlet they send you to prepare for Econ 101.  Considering this long tweet starts out economically illiterate, continue to read at your own risk.
2025-03-07 View on X
Cointelegraph

Trump signs an EO to establish a Strategic Bitcoin Reserve and a Digital Asset Stockpile using BTC and other digital assets forfeited in criminal or civil cases

US President Donald Trump signed an executive order to establish a Strategic Bitcoin Reserve “just a few minutes ago,” says crypto tsar David Sacks.

2025-02-04
Apparently we're running a surplus now as a country right? I mean no sane country would raise taxes or borrow money just to speculate on stuff right? [image]
2025-02-04 View on X
Bloomberg

Donald Trump signs an executive action to direct officials to create a US sovereign wealth fund and says that it could be used to facilitate a sale of TikTok US

- Fund could be used as US facilitates TikTok sale, Lutnick says  — Bessent says fund will be created in the next 12 months

I'm old enough to remember when Republicans chastised democrats for “picking winners and losers.”
2025-02-04 View on X
Bloomberg

Donald Trump signs an executive action to direct officials to create a US sovereign wealth fund and says that it could be used to facilitate a sale of TikTok US

- Fund could be used as US facilitates TikTok sale, Lutnick says  — Bessent says fund will be created in the next 12 months

2023-03-17
From the article: “Some question if public markets are a valid benchmark, contrast-ing the volatility of public markets with the longer-term nature of their investments in private companies.” Good reporting as some do question this, but the “questioners” are... https://twitter.com/...
2023-03-17 View on X
Wall Street Journal

Sources: Tiger Global marked down its investments in private companies by ~33% across its VC funds in 2022, erasing $23B in value from its portfolio of startups

Wall Street Journal :

2023-02-01
In other totally unrelated news, venture capital funds are still down only a tad from their all-time highs. https://www.cnbc.com/...
2023-02-01 View on X
CNBC

Snap reports Q4 revenue flat YoY at $1.3B, vs. $1.31B est., DAUs up 17% YoY to 375M, and a $288M net loss, vs. $23M in net income YoY; stock drops 14%+

whatever their other merits, which may actually be good overall —have been dire for Snap: In the past 4 March quarters, it grew between 38 and 66 per cent, year-on-year. Now, growt...

2022-07-15
28%. Why bless their heart that's so cute. https://www.wsj.com/...
2022-07-15 View on X
Wall Street Journal

Sources: Stripe, last valued by private investors at $95B, told staff it cut its internal share price by 28%, lowering those shares' implied valuation to $74B

Payments processor was last valued by private investors at $95 billion  —  Payments giant Stripe last valued by private investors …

2022-05-31
For those wanting to “bottom fish” have u thought about how much excess there must be now throughout the investing food chain? How much of it hidden by illiquidity & the Hygge of not marking to market? Asking for a friend (i.e. every investment committee) https://www.bloomberg.com/...
2022-05-31 View on X
Wall Street Journal

Sequoia, YC, Craft Ventures, and other VCs give startups advice on surviving the downturn; Lightspeed: “boom times of the last decade are unambiguously over”

Wall Street Journal :

2022-05-30
For those wanting to “bottom fish” have u thought about how much excess there must be now throughout the investing food chain? How much of it hidden by illiquidity & the Hygge of not marking to market? Asking for a friend (i.e. every investment committee) https://www.bloomberg.com/...
2022-05-30 View on X
Wall Street Journal

Sequoia, YC, Craft, Lightspeed, and other VC firms offer advice to startups to prepare for a downturn; Lightspeed says boom times are “unambiguously over”

Venture-capital firms tell portfolio companies to buckle down for the long haul; ‘before you thrive, you have to survive’

2022-02-09
@scottlincicome Also much of the legislation was specifically about “Facebook” and has already been made obsolete by the change to Meta.
2022-02-09 View on X
CNBC

As Meta dips under a $600B market cap, it may avoid antitrust liability since it falls below the threshold set by recent US House bills as a “covered platform”

- Facebook owner Meta closed with a market cap below $600 billion on Tuesday for the first time since May 2020.

2021-03-23
It is amazing that in the midst of creating a full time full woke green-washing sales machine they still have time to switch to the wrong style of investing at the wrong time. https://www.wsj.com/...
2021-03-23 View on X
Wall Street Journal

Blackstone, with a goal of managing $1T in assets by 2026, is increasingly investing in fast-growing tech companies and has opened a San Francisco office