The Ledger, every show

“The premise that like investing in crypto that like investing in meme coins, which is the primary use of Solana is somewhere along the land space travel in the same conversations. Like we built the railroads, we landed on the moon and we trade coins on Solana.…”

“This expectation that the new administration was going to be sort of this, like, at least on the regulatory side, or at least on the deal side, the sort of like libertarian green light, everything is not really panned out.”

“And it's interesting because he's keeping Lena Khan's merger guidelines in place.”

“He's like, we're not, we take this idea of corporate power as a harm very seriously. And if you think this is going to be sort of like a Bush era FTC, you're mistaken, which I think is really interesting and probably relevant for investors, both in private and…”

“I'm simultaneously every day blown away, and I'm also every day like, Oh, this is the dumbest thing I've ever seen. And the idea that this is approaching human intelligence is a joke.”

“SPACs have come and gone multiple times in their history, so I would never bet against the return of the SPAC. It might take a while. I think, you know, it's like, maybe even like every 15 or 20 years or whatever, but I am confident that in my lifetime, there …”

“You know, when like the market's down, I post on blue sky because the crowd is like sickos for bad news under the Trump administration.”

“The U.S. Treasury market is literally a prediction market because U.S. Treasuries at any point in the curve are the ensemble prediction of what the Fed is expected to do over the course of any given time. So a five-year Treasury is what the next five years of …”

“You know, I think, like, the crypto high was literally the day he had that ball.”

“The super bowl is always going to be jobs day because it's a really good high quality survey. If you want to understand, like our business is in a mood to invest and are they feeling good? I mean, there's no better measure than are they actually willing to lik…”

“If you look at that spread on that deal, that's been a complete round trip since the election.”

“Somewhere someday, some reporter you're going to see on TV asks is going to ask an insane question with an insane premise. And it's because someone along the lines, I gave them a list of questions generated from AI.”