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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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1
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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5
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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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
3
Investment Banks Beneath the Surface: Capturing the Winners and Fading the Fakes
A market neutral way to play the investment banks
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2
Surfing The Market Volatility: 10 Signals Worth Paying Attention To
Some waves for the vibes investor & a 14 day free trial if you're on the fence
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Victaurs

April 2025

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