Do you see the momentum continuing. That's a a timing question. What I see is that the macro is very resilient, and there's no reason for the stocks to turn down for as long as we have such a resilient macro economy.We have, of course, AI is super powerful. You know, I I'm starting to think that AI feels a little bit like QE. It's it's almost like unconditional liquidity coming to the market all the time.What we can cause too much Liquidity too much. Cause problems. Exactly.And that's the conversation we wa ...

with regards to to to paying. Look, you know, OpenAI is extraordinary company, right. One in 10 people on the planet use their product um uh every year.But, you know, and and we we think that they're in a wonderful position, but we've also built an incredibly diversified portfolio of companies that use our infrastructure. This this uh uh quarter, we announced Anthropic, we announced a massive deal, $21 billion with Meta. We announced uh you know, a $6 billion deal with Jane Street.uh you know like the the n ...

I am the last seven days of crypto Twitter.I contained 21,549 tweets.5,042 of them were about Bitcoin.This is called diversification.Bitcoin went under 80k.Also ETF flows were strong.Also dominance climbed.Also someone said BTC was standing between heaven and hell.This is the normal emotional range for a 3% move.Solana and memecoins appeared 4,497 times.Every coin was early.Every chart was coiled.Every dip was accumulation.Every holder was either a genius or about to discover market structure.Nobody knew wh ...

A growing number of Indian investors are moving money abroad, seeking diversification after a stretch of weaker relative returns and sustained foreign outflows from local equities that have driven the rupee to record lows https://t.co/9IMjnJTljR ...

🚨 ALERT: Global debt hits a record $353 trillion as investors begin diversifying away from US Treasuries. ...

public markets have been good and I think what happened was really twofold that's held back the industry in terms of distributions. One is a lot of folks forgot vintage diversification. They invested way way way too much in the 21 vintage.You know this is >> software and tech >> and and everything. Um and this is again a very pro-yclical industry. Investors like to invest a lot when times are really good and then they tend to stop during periods of stress and uncertainty and 21 was just magnified to a whole ...