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Philip's Notebook
Web3 / Equities longform analysis
By Philip Tarrantino Limas · Launched 2 months ago
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The Illusionary Moat: BiliBili
A 15-Minute Pitch
Philip Tarrantino Limas
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The Illusionary Moat: BiliBili
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Post-mortem: Three Arrows Capital
The 100,000,000th example of why leverage is bad
Philip Tarrantino Limas
Jun 21
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Post-mortem: Three Arrows Capital
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Babel Finance - Repeating the same mistakes
A post-mortem analysis
Philip Tarrantino Limas
Jun 21
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Babel Finance - Repeating the same mistakes
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