Dovey "Rug the fiat" Wan (hiring)
@DoveyWan
🇨🇳🇺🇸🇸🇬🇯🇵 Founder of @primitivecrypto Thesis: Long substance, short status; Long freedom, short coercion. @DoveyWanCN for 中文 @DoveyAgeX for max health
参加 October 2011
495 フォロー中 138.5K ファン
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 🤔
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