Zav Corin
@zavcorin.bsky.social
🚵- ⛷️ bum, Chamonix
co-founder of Futureflow, Ex IRO/CDS Trader
Ex “🏆winning” Macro PM / Partner 3bn $ HF
Invented CDS Choice Friday and Liquidity 🎄
Long term views only…
co-founder of Futureflow, Ex IRO/CDS Trader
Ex “🏆winning” Macro PM / Partner 3bn $ HF
Invented CDS Choice Friday and Liquidity 🎄
Long term views only…
Pinned
Zav Corin
@zavcorin.bsky.social
· Sep 19
Useful reminder : Trend following models do not account for political risk. They just follow and amplify the trend(s)
In the short / medium term, the stock market is NOT the economy but is EVEN LESS the implied estimate of a country's risk premium over time...
In the short / medium term, the stock market is NOT the economy but is EVEN LESS the implied estimate of a country's risk premium over time...
Reposted by Zav Corin
Reposted by Zav Corin
We just published a deep look into David Sacks, the White House's AI and Crypto czar. The story examines how he has been able keep hundreds of stakes in AI-related and crypto companies as he influences gov policy in those very industries.
Here's what we found:
www.nytimes.com/2025/11/30/t...
Here's what we found:
www.nytimes.com/2025/11/30/t...
Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends
www.nytimes.com
November 30, 2025 at 7:24 PM
We just published a deep look into David Sacks, the White House's AI and Crypto czar. The story examines how he has been able keep hundreds of stakes in AI-related and crypto companies as he influences gov policy in those very industries.
Here's what we found:
www.nytimes.com/2025/11/30/t...
Here's what we found:
www.nytimes.com/2025/11/30/t...
JP Morgan : Swallowing the kool aid....
November 27, 2025 at 4:53 PM
JP Morgan : Swallowing the kool aid....
Reposted by Zav Corin
"No one is investing in the UK".
Ministers approve £750m Marlow Film Studios development after review
Planning permission granted for Buckinghamshire project seen as test of Labour’s drive for economic growth
www.theguardian.com
November 27, 2025 at 9:00 AM
"No one is investing in the UK".
Great piece on Microstrategy … it’s hard to look at this chart and not see parallels with another business that almost went bust ( Mexico crisis ), rode a rally in one asset - Mortgage backed securities - and collapsed alongside it 14 years later… Lehman brothers …
substack.com/inbox/post/1...
substack.com/inbox/post/1...
November 26, 2025 at 5:30 PM
Great piece on Microstrategy … it’s hard to look at this chart and not see parallels with another business that almost went bust ( Mexico crisis ), rode a rally in one asset - Mortgage backed securities - and collapsed alongside it 14 years later… Lehman brothers …
substack.com/inbox/post/1...
substack.com/inbox/post/1...
Reposted by Zav Corin
This isn’t a big deal currently for Tether: the executive leadership (basically one guy) would prefer they stay private bc they get huge dividends (think billions) yearly.
But it suggests:
1. Tether is far riskier than perceived.
2. They’re making bad investments.
3. They can never go public.
But it suggests:
1. Tether is far riskier than perceived.
2. They’re making bad investments.
3. They can never go public.
November 26, 2025 at 3:37 PM
This isn’t a big deal currently for Tether: the executive leadership (basically one guy) would prefer they stay private bc they get huge dividends (think billions) yearly.
But it suggests:
1. Tether is far riskier than perceived.
2. They’re making bad investments.
3. They can never go public.
But it suggests:
1. Tether is far riskier than perceived.
2. They’re making bad investments.
3. They can never go public.
Reposted by Zav Corin
Greatest economy in the history of the world
November 25, 2025 at 3:04 PM
Greatest economy in the history of the world
Reposted by Zav Corin
everyone is twelve
Everything about this might be the saddest thing I’ve ever seen
November 24, 2025 at 1:49 PM
everyone is twelve
Reposted by Zav Corin
Despite all the talk of market bubbles, Miran's old shop has put out a call for the S&P500 to triple. Because MAGA. on.ft.com/4rpFNVp
Maybe the S&P 500 will triple?
Stephen Miran’s old shop reckons that stocks are ‘not even close’ to a bubble
on.ft.com
November 24, 2025 at 1:52 PM
Despite all the talk of market bubbles, Miran's old shop has put out a call for the S&P500 to triple. Because MAGA. on.ft.com/4rpFNVp
November 24, 2025 at 1:53 PM
Reposted by Zav Corin
If you're still referring to bitcoin as a currency or a store of value, please see me after class.
November 22, 2025 at 7:07 PM
If you're still referring to bitcoin as a currency or a store of value, please see me after class.
Reposted by Zav Corin
Reposted by Zav Corin
Reposted by Zav Corin
this thread is unbelievable
November 20, 2025 at 1:34 AM
this thread is unbelievable
Just doing some search on Crypto treasury companies...
November 20, 2025 at 5:41 PM
Just doing some search on Crypto treasury companies...
Listen to this podcast.... 8 months ago "Elon's DOGE will cut 1 Trillion $ expenses PER YEAR, I will get 1 Trillion $ tariffs PER YEAR, we will balance the budget"
You have been played, it's a feature, not a bug...
open.spotify.com/episode/1DAC...
You have been played, it's a feature, not a bug...
open.spotify.com/episode/1DAC...
November 20, 2025 at 5:29 PM
Listen to this podcast.... 8 months ago "Elon's DOGE will cut 1 Trillion $ expenses PER YEAR, I will get 1 Trillion $ tariffs PER YEAR, we will balance the budget"
You have been played, it's a feature, not a bug...
open.spotify.com/episode/1DAC...
You have been played, it's a feature, not a bug...
open.spotify.com/episode/1DAC...
It is all one trade... MEME ETF almost halved in 1 month, BTC trading like a dog, MSTR 60% plus below highs...
November 20, 2025 at 5:24 PM
It is all one trade... MEME ETF almost halved in 1 month, BTC trading like a dog, MSTR 60% plus below highs...
Aaannnnnd it's gone...
November 20, 2025 at 4:22 PM
Aaannnnnd it's gone...
Describe state of US retail punters in one GIF... I will start..
a group of cartoon characters standing next to each other with one holding a spear and the other holding a shield
ALT: a group of cartoon characters standing next to each other with one holding a spear and the other holding a shield
media.tenor.com
November 20, 2025 at 4:19 PM
Describe state of US retail punters in one GIF... I will start..
Those are nice "Analyst 12 Month Targets" you have there...
November 19, 2025 at 8:09 PM
Those are nice "Analyst 12 Month Targets" you have there...
Reposted by Zav Corin
Trump on Jerome Powell: "He's got some real mental problems. There's something wrong with him. It's just ridiculous. I'll be honest, I'd love to fire his ass. He should be fired…and he should be sued."
November 19, 2025 at 6:25 PM
Trump on Jerome Powell: "He's got some real mental problems. There's something wrong with him. It's just ridiculous. I'll be honest, I'd love to fire his ass. He should be fired…and he should be sued."
Reposted by Zav Corin
Zelenskyy needs to change the way he governs on.ft.com/3LMGo30 | opinion
Zelenskyy needs to change the way he governs
Ukraine’s president must act decisively to repair trust lost over corruption scandal
on.ft.com
November 19, 2025 at 6:52 PM
Zelenskyy needs to change the way he governs on.ft.com/3LMGo30 | opinion
ChatGpt, what stage of grief is this ?
November 19, 2025 at 6:57 PM
ChatGpt, what stage of grief is this ?
Reposted by Zav Corin
Roberts, Gorsuch, Kavanaugh...
*TRUMP: PEOPLE ARE HOLDING ME BACK FROM FIRING POWELL
November 18, 2025 at 6:08 PM
Roberts, Gorsuch, Kavanaugh...