Philip's Notebook
Subscribe
Sign in
Home
Archive
About
Share this publication
Philip's Notebook
philipbtc.substack.com
Copy link
Twitter
Facebook
Email
Philip's Notebook
Web3 / Equities longform analysis
By Philip Tarrantino Limas · Launched 2 months ago
Subscribe
Let me read it first
The Illusionary Moat: BiliBili
A 15-Minute Pitch
Philip Tarrantino Limas
Share this post
The Illusionary Moat: BiliBili
philipbtc.substack.com
Copy link
Twitter
Facebook
Email
New
Post-mortem: Three Arrows Capital
The 100,000,000th example of why leverage is bad
Philip Tarrantino Limas
Jun 21
Share this post
Post-mortem: Three Arrows Capital
philipbtc.substack.com
Copy link
Twitter
Facebook
Email
Babel Finance - Repeating the same mistakes
A post-mortem analysis
Philip Tarrantino Limas
Jun 21
Share this post
Babel Finance - Repeating the same mistakes
philipbtc.substack.com
Copy link
Twitter
Facebook
Email
Recommendations
web3 weekly
a16z crypto
Clouded Judgement
Jamin Ball
Punch Card Investor
Punch Card Investor
Touristy
Touristy
Philip's Notebook
Subscribe
About
Archive
Authors
Recommendations
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts