Dovey "Rug the fiat" Wan (hiring)
@DoveyWan
๐จ๐ณ๐บ๐ธ๐ธ๐ฌ๐ฏ๐ต Founder of @primitivecrypto Thesis: Long substance, short status; Long freedom, short coercion. @DoveyWanCN for ไธญๆ @DoveyAgeX for max health
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October 2011
495 ํ๋ก์ ์ค 138.5K ํฌ
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 ๐ค
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