The hottest Risks Substack posts right now

And their main takeaways
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Top Finance Topics

What Your Tokens Really Mean

DeFi Education • 839 implied HN points • 10 Jun 23
🔮 Crypto Tokens Regulation Market Analysis Investing Risks
  1. The SEC is actively pursuing major crypto exchanges like Binance and Coinbase for selling what they consider unregistered securities. This shows they are serious about regulating the crypto market.
  2. Crypto tokens represent programmed code and their value is determined by market demand, unlike stocks and bonds which are backed by legal agreements. This can lead to confusion about what people are actually buying.
  3. People often misunderstand the real meaning of tokens, especially in times of market volatility. It's important to know that tokens can have different purposes and values, not all tied to money.

Of Ozempic and Wegovy: Obesity can be an Illness

The Frontier Psychiatrists • 353 implied HN points • 21 Apr 23
🏥 Health & Wellness Obesity Diabetes Treatment Risks
  1. Obesity can be considered an illness, impacted by factors like medications, lifestyle changes, and health conditions.
  2. Medical treatments like semaglutide (Ozempic) can help improve metabolic health in individuals with obesity and related conditions like diabetes.
  3. It's important to consider the risks of inaction in managing obesity and related health issues, alongside the risks of treatments, with a focus on improving quality of life.

Copart

Business Breakdowns • 314 implied HN points • 04 Apr 23
💼 Business Investment Management Financials Growth Risks
  1. Copart is a company that plays a crucial role in the automotive industry by handling totaled cars through auctions on a global scale
  2. The company's business model thrives on providing services like towing, storage, processing fees, and bidding platforms for salvaged vehicles
  3. Copart's scale advantages, intelligent shareholder base, and conservative management contribute to its strong position in the market

Yearn Finance (Part 2 of 2) - Valuation, Issues, Risks and More

DeFi Education • 1858 implied HN points • 07 Jul 21
🔮 Crypto Blockchain DeFi Investing Valuation Risks
  1. Yearn Finance has different ways to determine its value, and it's important to think about how fast it might grow in the future.
  2. You need to make key assumptions about the long-term growth rate and how much you should invest.
  3. There are some specific risks and issues that come with investing in Yearn Finance that people should be aware of.

Datadog, Inc. Investment Thesis

The Wolf of Harcourt Street • 459 implied HN points • 14 Apr 23
💰 Finance Investment Revenue Management Risks Opportunities
  1. Datadog is a leading company in cloud-based monitoring, with a diverse customer base and a focus on R&D for innovation and growth.
  2. The cloud monitoring industry is dynamic, with risks like disruption from new technologies and increased competition, but Datadog's market leadership positions it well to benefit from industry growth.
  3. Datadog utilizes a 'Land and Expand' strategy, showing potential for growth as businesses continue to adopt cloud computing technology, offering opportunities for revenue expansion and market share increase.
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New Guidelines for Weight Loss Surgery?

Weight and Healthcare • 379 implied HN points • 23 Nov 22
🏥 Health & Wellness Medical Guidelines Obesity Metabolic health Risks
  1. New guidelines for weight loss surgery have been released by organizations representing those who profit from these surgeries. These guidelines aim to expand the market for weight loss surgeries by lowering BMI thresholds and targeting younger patients.
  2. The guidelines rely on questionable ideas such as pathologizing higher-weight bodies and setting low expectations for weight loss surgery outcomes.
  3. There is a lack of long-term data supporting these new guidelines, raising concerns about the risks and efficacy of weight loss surgeries, especially for children and adolescents.

Regulatory update: self-custody

DeFi Education • 819 implied HN points • 01 Apr 22
🔮 Crypto Regulations DeFi Exchanges Risks
  1. It's important to keep your own cryptocurrency keys because if you don't have them, you don't really own the coins.
  2. Both centralized exchanges and self-custody have their own risks, so it's good to know the difference and make informed choices.
  3. Upcoming regulations might change how you should manage your digital assets, so it's wise to prepare before those rules take effect.

Designer Drug Exposé: Introduction To Research Chemicals 🧪

Tripsitter • 159 implied HN points • 28 Sep 23
🏥 Health & Wellness Designer Drugs Regulations Risks Harm Reduction History
  1. Designer drugs are synthetic substances meant to simulate the effects of known psychoactive drugs but with modified chemical structures to avoid legal restrictions.
  2. Designer drugs pose inherent risks like dosing variability, impurities, unknown toxicity, and dangers from unscrupulous vendors, highlighting the importance of harm reduction practices.
  3. The history of designer drugs spans decades, evolving through different eras with the introduction of AI-driven drug discovery, increased regulatory challenges, and a growing market of novel psychoactive substances.

The Rise and Fall of FeFi (Fake DeFi)

DeFi Education • 579 implied HN points • 10 Jul 22
🔮 Crypto Blockchain DeFi Investing Market Analysis Regulation Risks
  1. FeFi, or Fake DeFi, refers to centralized companies pretending to be part of the decentralized finance space. These companies often mismanage assets and can harm the reputation of real decentralized finance.
  2. True DeFi should be fully decentralized, with no central control or custody of funds. It involves transparent and automated processes to protect users' assets and ensure fair enforcement of agreements.
  3. Investors need to be cautious and understand the risks of centralization. A smart contract from a trusted DeFi protocol can offer better safety compared to centralized options, which can leave users vulnerable.

Small Doses, Big Impacts: The Pros & Cons of Microdosing Schedules

Tripsitter • 99 implied HN points • 05 Dec 23
🏥 Health & Wellness Psychedelics Dosage Risks
  1. Microdosing involves taking small doses of psychedelics in a structured schedule to prevent tolerance and track changes over time.
  2. The Fadiman Protocol involves microdosing LSD every third day, promoting safety and consistency in experiences.
  3. The Stamets Stack combines psilocybin mushrooms, lion's mane, and niacin in a four-days-on, three-days-off schedule for boosting neuroplasticity and neurogenesis.

BlockFi

DeFi Education • 599 implied HN points • 16 Feb 22
🔮 Crypto Investments Regulation Risks Products
  1. BlockFi is facing legal troubles and has to pay $100 million to settle with regulators. This shows that centralized crypto investment products can carry big risks.
  2. The article advises people to be careful and avoid centralized and custodial crypto products. This is especially important because of the issues revealed about BlockFi.
  3. Recent events highlight the need for transparency and caution when investing in cryptocurrencies. Users should understand the risks involved before putting their money in these platforms.

FRAX: The Fractional Algorithmic Stablecoin (Pt. 2)

DeFi Education • 639 implied HN points • 14 Dec 21
🔮 Crypto Stablecoins DeFi Valuation Risks Market Analysis
  1. Frax is a unique type of stablecoin that combines both fractional and algorithmic features. This means it aims to maintain a stable value while also using smart contracts to help adjust its supply.
  2. In just six months, Frax's financial mechanisms, known as AMOs, made over $50 million in profits. That's a big boost in a short time, showing its potential for growth.
  3. There are benefits to using Frax, but there are also risks involved. It's important for users to understand both sides before getting involved.

1Inch - Valuation and Risks (Part 2)

DeFi Education • 659 implied HN points • 05 Sep 21
🔮 Crypto Decentralized Finance Valuation Risks Governance
  1. 1Inch's valuation is tied to its governance rewards, which come from fees on swaps and price impacts. This means their income depends on how much the platform is used.
  2. There are risks associated with the 1Inch protocol that investors need to consider. Understanding these risks can help in making better investment decisions.
  3. Improvement ideas for 1Inch could enhance its performance and income generation. It's important to think about ways to attract more users to the platform.

Maker DAO (Part 2 of 2): Valuation, Risks and More

DeFi Education • 619 implied HN points • 18 Sep 21
🔮 Crypto DeFi Valuation Risks Strategies Investment
  1. MakerDAO has a unique way of valuing its assets and managing risks, which is important for users to understand. It's key to know how much your investments are worth and what could go wrong.
  2. Users need to be aware of issues like impermanent loss, which can affect their returns. It’s a risk that can happen when investing in DeFi projects.
  3. Having strategies to reduce rug pulls is essential in the DeFi space. This can help you feel safer when investing and potentially prevent losses.

Complacency

Joshua Gans' Newsletter • 59 implied HN points • 05 Oct 20
🏥 Health & Wellness Prevention Testing Protocols Risks Innovation
  1. Complacency during a crisis can lead us to let our guard down, requiring constant adherence to protocols to manage the situation.
  2. Strict protocols are necessary, especially in high-risk environments like the White House, and must be followed diligently to prevent breakdowns in the system.
  3. The ongoing COVID-19 crisis demands vigilance from all of us - we need to innovate ways to maintain strict screening protocols and not let our guard down.

Shattering Childhood with Measurement

Variations on a Theme • 0 implied HN points • 26 Oct 23
🏥 Health & Wellness Childhood Measurement Air Quality Responsibility Risks
  1. Measurement can alter the childhood experience by cancelling events based on alerts, impacting the fun kids could have had.
  2. The ability to measure is valuable but should be accompanied by understanding and context to avoid unnecessary alerts and cancellations.
  3. There is a balance needed between caution for the vulnerable and allowing those not affected to enjoy life without unnecessary restrictions.

Market Dynamics and Risks of Liquid Staking Derivatives

Coin Metrics' State of the Network • 0 implied HN points • 12 Mar 24
💰 Finance Cryptocurrency Market Dynamics Liquidity Risks
  1. Staking on the Ethereum network has seen significant growth, with 31M ETH staked on the Beacon chain, representing 26% of the supply.
  2. Liquid Staking Tokens (LST's) like Lido's stETH & wstETH have become a dominant form of collateral, with $9.5B in collateral across DeFi lending markets.
  3. Market risks associated with Liquid Staking Tokens include de-pegging, liquidity risk, and potential market instability during significant events like the Terra Luna collapse.

Deep dive on Axon ($AXON)

Jonah’s Growth Stocks • 0 implied HN points • 22 Jan 24
💰 Finance Stocks Investment Earnings Valuation Risks
  1. Axon, formerly known as Taser, is a company worth paying attention to in the investment world.
  2. Paid subscribers of Jonah's Growth Stock Deep Dives get in-depth analysis on stocks and access to investment portfolios.
  3. Detailed information on Axon, such as stock performance, market cap, and financial reports, is available for those interested in investing.

Dropsuite

Nihar’s Thoughts on Stocks • 0 implied HN points • 27 Mar 23
💰 Finance Investing Market Analysis Valuation Competition Risks
  1. Dropsuite is a fast-growing company offering online backup services for SMBs through MSPs.
  2. The market undervalues Dropsuite due to misconceptions about its business model and differentiation in the online backup market.
  3. Dropsuite has a clear path to profitability and potential market cap growth by 2028, but faces risks from distributor concentration and competitive market dynamics.