Zav Corin
@zavcorin.bsky.social
🚵- ⛷️ bum, Chamonix
co-founder of Futureflow, Ex IRO/CDS Trader
Ex “🏆winning” Macro PM / Partner 3bn $ HF
Invented CDS Choice Friday and Liquidity 🎄
Long term views only…
co-founder of Futureflow, Ex IRO/CDS Trader
Ex “🏆winning” Macro PM / Partner 3bn $ HF
Invented CDS Choice Friday and Liquidity 🎄
Long term views only…
Great piece on Microstrategy … it’s hard to look at this chart and not see parallels with another business that almost went bust ( Mexico crisis ), rode a rally in one asset - Mortgage backed securities - and collapsed alongside it 14 years later… Lehman brothers …
substack.com/inbox/post/1...
substack.com/inbox/post/1...
November 26, 2025 at 5:30 PM
Great piece on Microstrategy … it’s hard to look at this chart and not see parallels with another business that almost went bust ( Mexico crisis ), rode a rally in one asset - Mortgage backed securities - and collapsed alongside it 14 years later… Lehman brothers …
substack.com/inbox/post/1...
substack.com/inbox/post/1...
Has anybody ever run the correlation between Cocoa price and MSTR ?
November 25, 2025 at 3:21 PM
Has anybody ever run the correlation between Cocoa price and MSTR ?
November 24, 2025 at 1:53 PM
Just doing some search on Crypto treasury companies...
November 20, 2025 at 5:41 PM
Just doing some search on Crypto treasury companies...
It is all one trade... MEME ETF almost halved in 1 month, BTC trading like a dog, MSTR 60% plus below highs...
November 20, 2025 at 5:24 PM
It is all one trade... MEME ETF almost halved in 1 month, BTC trading like a dog, MSTR 60% plus below highs...
Aaannnnnd it's gone...
November 20, 2025 at 4:22 PM
Aaannnnnd it's gone...
Those are nice "Analyst 12 Month Targets" you have there...
November 19, 2025 at 8:09 PM
Those are nice "Analyst 12 Month Targets" you have there...
ChatGpt, what stage of grief is this ?
November 19, 2025 at 6:57 PM
ChatGpt, what stage of grief is this ?
2035 : Dad, why do we use Deepseek for homework in US schools ?
November 18, 2025 at 7:09 AM
2035 : Dad, why do we use Deepseek for homework in US schools ?
November 17, 2025 at 4:51 PM
History does not repeat, but it rhymes... This chart is worth a thousand words...
November 17, 2025 at 4:19 PM
History does not repeat, but it rhymes... This chart is worth a thousand words...
The Shitcoin we sold you has not been devalued ..
November 14, 2025 at 3:14 PM
The Shitcoin we sold you has not been devalued ..
What happened to the Magic Money tree ?
November 7, 2025 at 5:12 PM
What happened to the Magic Money tree ?
How it started bs how it ended …
November 4, 2025 at 7:13 AM
How it started bs how it ended …
In the meantime, MSTR analysts still smoking something...
November 3, 2025 at 3:36 PM
In the meantime, MSTR analysts still smoking something...
"Allged assets Backed Security". Next time it might be worth checking if they are actual assets 😅 .
But good to see that some large players conduct "robust due diligence" by - checks notes - going on site ...
www.ft.com/content/f0ae...
But good to see that some large players conduct "robust due diligence" by - checks notes - going on site ...
www.ft.com/content/f0ae...
November 2, 2025 at 11:53 AM
"Allged assets Backed Security". Next time it might be worth checking if they are actual assets 😅 .
But good to see that some large players conduct "robust due diligence" by - checks notes - going on site ...
www.ft.com/content/f0ae...
But good to see that some large players conduct "robust due diligence" by - checks notes - going on site ...
www.ft.com/content/f0ae...
Private Equity to J̶A̶N̶U̶S̶ 401k
November 2, 2025 at 11:31 AM
Private Equity to J̶A̶N̶U̶S̶ 401k
Private Credit to J̶A̶N̶U̶S̶ 401k
November 2, 2025 at 11:23 AM
Private Credit to J̶A̶N̶U̶S̶ 401k
If only there was a meme for this
November 1, 2025 at 4:40 PM
If only there was a meme for this
The AI Magic Money Tree... How it starts vs how it is going...
October 31, 2025 at 9:44 PM
The AI Magic Money Tree... How it starts vs how it is going...
They will need to buy a lot more … and dilute those poor souls at the lows … #aintgonnahappen
October 30, 2025 at 9:08 PM
They will need to buy a lot more … and dilute those poor souls at the lows … #aintgonnahappen