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Nov 17 • 7 tweets • 4 min read
I'm someone who prefers to read rather than watch/listen, and so as much as I often hate Twitter, it's been an endless source of serendipitous knowledge. Some recent examples that floated to my timeline, that were way outside my ken, but I enjoyed reading nonetheless. 🧵
1. @danluu's thread on Twitter's kernel team. I know enough to know what a kernel is, but had no idea about this particular dynamic tech "subsidizing" this kind of research
2. @SarahHinkfuss's thread on q's to ask before taking a startup offer. I used to work at a one and while I felt prepared going in, having this info would have been invaluable. Even a no-response or a "we're not willing to share that with you" is useful
3. @RyanReeves_ on how to scan a 10-K quickly and efficiently. This one I actually knew. But for any #lawstudent interested in corporate law, this is essential. If you don't have the background, this at least gives you a sense of what to look at.
4. @HOUSEPORN___ Honestly just posting them because I'm currently obsessed with this account and it gives me aspirations to someday go full Walden and live off grid in one of these homes.

Image
5. @TivadarDanka's on matrix multiplication and why it's useful. I *love* the visuals (I'm a very visual learner), so even though it's been 10 years since I did math, but I get it now. Can't do it, or use it, but I get it.
That's it for now, but even with Elon speedrunning this place into the ground I still think there's tremendous value here. Lmk if you want me to keep sharing random interesting things I find!

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More from @imjustinho

justinho.eth Profile picture
Nov 17
Kind of sums it all up right here. Unfortunately because of FTX, everyone will make this their default assumption about crypto generally.

pacer-documents.s3.amazonaws.com/33/188450/0420… Image
I had initially thought about pulling out juicy quotes but honestly the whole thing is worth a read. High level summary? FTX did none of the things that a normal company should have done (audited financials, cash controls, corporate governance, etc). New CEO is currently working
on instituting those things. Outsiders with lots of exp in restructuring/distressed companies have been brought in to manage each of the different "silos" that FTX has. None of the numbers are trustworthy right now because newCEO doesn't trust them and so court shouldn't either.
Read 6 tweets
justinho.eth Profile picture
Nov 17
Ok so Crypto Twitter has been overwhelming lately and I personally struggle with filtering, so I end up relying on a few key people to provide (what I feel) a balanced, objective perspective on what's going on in crypto🧵
1. @mrjasonchoi & @adamscochran for long explanatory threads explaining in clear terms what's going on with FTX. (because ofc I need to share FTX stuff right now) Examples
and
2. @laurashin - she posts tech-reporter-style content that focuses on educating the public, rather than sensationalism. She has a strong track record and an amazing reputation. She has opinions but that doesn't get in the way of informing the public. Ex:
Read 7 tweets
justinho.eth Profile picture
Nov 16
For anyone trying to talk to non-crypto people about what's going on, here's my "for dummies" FAQ to explain the situation (with examples). It's "for dummies" because I myself am a dummy and so these are gross simplifications.🧵
1. So what's FTX? FTX is a crypto exchange that let users trade cryptocurrencies. So think TD Ameritrade/Robinhood but for Crypto. You could go online, deposit some USD, and trade BTC/ETH.
2. Why was it so big? Didn't they sponsor an esports team/sports arena? Unlike many US-based exchanges, FTX also let you trade derivative products like futures, for more sophisticated investment strategies. They also spent a lot of money marketing crypto to the general public.
Read 17 tweets
justinho.eth Profile picture
Nov 16
"[SBF] told Reuters that due to a "confusing internal account," Alameda's leverage was substantially higher than he believed it was. He added that FTX processed roughly $6b of client withdrawals."

We should be cautious about allowing SBF to just blame Caroline for everything.
[quote is edited slightly for brevity.]
I'm wary of CT making this storyline, because if Kyle Davies, Do Kwon, Su Zhu, etc can rehab their image and start talking out loud again, I could easily see SBF doing the same thing in a year. The story is pretty easy too: "I was hyper focused on FTX. Caroline managed Alameda
Read 5 tweets
justinho.eth Profile picture
Nov 15
Ok here's my wholly uneducated speculative take on the state of crypto regs in the US. I post this because I want to tag much smarter people than myself to hear their takes but none of this is actual prediction.

Cc: @exlawyernft @gcosteloe @jchervinsky? Just throwing darts.
Assumptions: 1.crypto is small. The echo chamber is loud but ultimately, $10b of FTX funds is small in the context of institutional investors/PE that regularly raise $10+b funds. 2.crypto is loud: aka it's flashy, skews towards retail investment and "get rich quick" stories.
Thus: politicians and regulators may get asked about it a lot, but from a "how does this affect everyday citizens," impact is objectively small. FTX shakes all crypto but it's not like '08 housing market or auto companies going belly up. It's similar but not the same.
Read 9 tweets
justinho.eth Profile picture
Feb 9
God I hate that I'm retweeting Fox News. But I couldn't help myself given how perfect an example this is of intentionally misleading drivel hidden under the guise of "news." So let's take a look. 1/?
First, is the tweet itself. "caught" funneling crack pipes into poor communities? Oh no! So right off the bat, we're bogeymanning them for making the drug epidemic worse. Cool, great hook for a captive Fox News audience, most of whom are looking for reasons to hate Biden. 2/?
What else does the tweet do? It sets up Sen. Blackburn as a champion against the Biden administration, who are *obviously* the "bad guys" making the epidemic worse. (because they're giving out crack pipes, duh) 3/?
Read 11 tweets

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