Dovey "Rug the fiat" Wan (hiring)
@DoveyWan
đ¨đŗđēđ¸đ¸đŦđ¯đĩ Founder of @primitivecrypto Thesis: Long substance, short status; Long freedom, short coercion. @DoveyWanCN for ä¸æ @DoveyAgeX for max health
Joined October 2011
495 Following 138.5K Followers
been watching AI infra debt as the the canary. The two $40B of A+ rated Meta tenant'd DC bonds both trade near 7.5% yields with 200bp+ OAS, roughly 3x the broad A market. bond market is already stripping away the hyperscaler halo effect đ¤
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