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James M.'s avatar

‘hey, we think our fund size is actually too big, we need to rightsize this to deliver the returns that we promised you.’ Algorithmic hedge funds went through this a decade ago when they discovered specific strategies maxed out returns at a certain fund size.

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Yuri Bezmenov's avatar

Great analysis. The FTX/Sequoia fiasco is the deal that shattered the illusions of Peter Pans and Neverland: https://yuribezmenov.substack.com/p/how-to-lose-214-million-in-one-year

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