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June 2025

$550 Billion in Losses, No Bailouts, All Clear: The Banks Just Passed Their Trial by Fire
DFAST Stress, Winners & Losers, and Staggering Numbers from the Fed's Annual Armageddon Test
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1
Before Its Obvious
On markets, financials, stablecoins, popular trades that are turning, and seeing things before they happen.
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Victaurs
The $11.6 Billion FinTech Tollbooth
What you're really buying with Chime
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Victaurs
The Edge Within: A Principle To Unlock Your Potential
How Max Planck’s reluctant discovery became a mirror for the beliefs, habits, and identities we cling to too long.
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Victaurs
Everyone’s Talking About Circle. Almost No One Understands How It Actually Works.
Be careful blindly buying the hype and get a plain speak deep dive on who they are, what they do, how they make money, and their growth prospects.
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The Edge Within: The Keys of the Survivor Personality
How building four key strengthens can improve your abilityt to perform no matter what life throws at you.
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Victaurs

May 2025

Stablecoins: The Dollar Shouldn't Sleep
The only primer you need to read to learn that while the old system sleeps, new rails are being laid: faster, cheaper, and always on. And that sooner or…
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6
The Run In The Villain of Dumb Money.
A short update on Robinhood (HOOD)
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The Rhythm of Repricing
Why Duration, Conviction, and Discomfort Shape the Edge
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Victaurs
Flows Are Turning Green In Brazil and Things Are Quietly Shifting for NU & STNE
Updates on Brazil, a few longs we've won on, and thoughts on adaptability.
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Victaurs
1
Not as Cheap as You Think: The Real Story Behind NEWT
A read into a bank favorite that is confusing at best.
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Victaurs
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