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My latest paid post is live - I share my analysis of the history, business & strategy of FTX and their path to disruption in the US.
The post is long but worth the read. I appreciate all feedback 
https://frontmonth.substack.com/p/the-house-that-sam-built-part-ii?justPublished=true …
As a reminder, you can get access to this post & a growing archive of past research for 20% off through October 14. I think you'll find the work valuable & worth the price.https://frontmonth.substack.com/
