had a lot of fun hanging out with Peter Thiel last night over wine. we came up with a goofy idea to short Silicon Valley Bank then induce a bank run by telling all of his startups to withdraw at the same time. thankfully it was just a fun thought experiment to prime us for the cocaine we ended up doing. i don't remember the rest of the night, it's probably fine. now, let me take a big sip of this coffee while I check my Bloomberg terminal and get my day started