Abhay Bhat

VC PE Fund flows & Metrics

On March 22, 2023

Measuring the performance of investing in private markets has always intrigued me as little information is available in the public domain. So I spent the last few weeks reading more about this and thought of sharing my understanding

@brainstack @unusual_whales Lol https://t.co/6rHjOy79LT

By Abhay

On March 21, 2023

In Twitter

[Microblog]

Lol pic.twitter.com/6rHjOy79LT

— Abhay 🇸🇬🇮🇳 (@Abhay08) March 21, 2023

@unusual_whales Isnt this nationalisation of banks? The core function of a private bank is to manage risk and generate profit from deposits and securities. Wont banks run amok knowing everything is insured ?

By Abhay

On March 21, 2023

In Twitter

[Microblog]

Isnt this nationalisation of banks? The core function of a private bank is to manage risk and generate profit from deposits and securities. Wont banks run amok knowing everything is insured ?

— Abhay 🇸🇬🇮🇳 (@Abhay08) March 21, 2023

RT @callmevlad: My @webflow journey: 💡 2004– idea 1️⃣ 2005– 1st try, failed 💑 2006– married 2️⃣ 2007– 2nd try, failed 3️⃣ 2008– 3rd try, f…

By Abhay

On March 21, 2023

In Twitter

[Microblog]

My @webflow journey:

💡 2004– idea
1️⃣ 2005– 1st try, failed
💑 2006– married
2️⃣ 2007– 2nd try, failed
3️⃣ 2008– 3rd try, failed
👶 2009– kid #1
👨🏼‍💻 2010– day job
👶 2011– kid #2
4️⃣ 2012– 4th try, YC says no
🎉 2013– YC says yes, funded
📈 2014– hard work begins

tldr: keep trying!

— Vlad Magdalin (@callmevlad) February 12, 2019

@theallinpod has been my every Sat morn must-listen pod for last 6mths+ and they have manage to have my complete attention no matter what, which no other show has managed, esp this episode https://t.co/xwStgIYVjy

By Abhay

On March 18, 2023

In Twitter

[Microblog]

@theallinpod has been my every Sat morn must-listen pod for last 6mths+ and they have manage to have my complete attention no matter what, which no other show has managed, esp this episode https://t.co/xwStgIYVjy

— Abhay 🇸🇬🇮🇳 (@Abhay08) March 18, 2023

open.spotify.com/episode/4W5MEs…

One-hour operation could cure prostate cancer by destroying tumours with electric currents https://t.co/TnxhhC7c6n

By Abhay

On March 17, 2023

In Twitter

[Microblog]

One-hour operation could cure prostate cancer by destroying tumours with electric currents https://t.co/TnxhhC7c6n

— Abhay 🇸🇬🇮🇳 (@Abhay08) March 17, 2023

telegraph.co.uk/news/2022/01/0…

SVB-Silvergate-USDC, how centralised the crypto is https://t.co/DxQV633T81

By Abhay

On March 12, 2023

In Twitter

[Microblog]

SVB-Silvergate-USDC, how centralised the crypto is https://t.co/DxQV633T81

— Abhay 🇸🇬🇮🇳 (@Abhay08) March 12, 2023

circle.com/blog/an-update…

RT @compound248: 1. When banks accept deposits from clients, they OWE the client that money. So deposits are liabilities to the bank. Liab…

By Abhay

On March 11, 2023

In Twitter

[Microblog]

1. When banks accept deposits from clients, they OWE the client that money. So deposits are liabilities to the bank.

Liabilities cost money…

…”cost” both to serve those clients (branches, tellers, apps) and any interest the bank pays you on your checking account (deposit). pic.twitter.com/2in9kir8qi

— Compound248 💰 (@compound248) March 10, 2023

>In 2021 SVB saw deposits jumped from $61.76bn to $189.20bn – read free cash startups got to grow >to generate better yield they purchased a large amount, ~ $80bn! in mortgage backed securities (MBS) with customer deposits – Yes the same dreaded instrument that cause 2008 crash

By Abhay

On March 10, 2023

In Twitter

[Microblog]

>In 2021 SVB saw deposits jumped from $61.76bn to $189.20bn – read free cash startups got to grow
>to generate better yield they purchased a large amount, ~ $80bn! in mortgage backed securities (MBS) with customer deposits – Yes the same dreaded instrument that cause 2008 crash

— Abhay 🇸🇬🇮🇳 (@Abhay08) March 10, 2023

>97% of these MBS were 10+ year duration with average yield of 1.56% >with FED’s interest rate of ~4.5% and increasing in 2023 > customers with deposits who were earning little less than 1.56% (bank spread) can now purchase govt backed sec with >4.5% yield

By Abhay

On March 10, 2023

In Twitter

[Microblog]

>97% of these MBS were 10+ year duration with average yield of 1.56%
>with FED’s interest rate of ~4.5% and increasing in 2023
> customers with deposits who were earning little less than 1.56% (bank spread) can now purchase govt backed sec with >4.5% yield

— Abhay 🇸🇬🇮🇳 (@Abhay08) March 10, 2023