[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@danielsethlewis](/creator/twitter/danielsethlewis) "$ARK obviously $LMND by 10x. I do wonder in softer markets when you do not own control of an MGA -- (or even a minority interest w/ a long-term contract) -- what happens what P/E drives fronting fees lower or demands risk retention go much higher What is the true 'value add' of the data vs. other fronts -- my hunch is thats more of a sales pitch Being able to add on reinsurance -- especially with clever structures/retention and ILS also is great but not sure it's a sustainable moat. Insightful as usual thx"  [@danielsethlewis](/creator/x/danielsethlewis) on [X](/post/tweet/1948486040781537404) 2025-07-24 20:50:47 UTC 1444 followers, XXX engagements "@zohranmamdani Missed your fake smile and false promises you jumped straight into fake shit posting Should run for mayor of Dublin"  [@danielsethlewis](/creator/x/danielsethlewis) on [X](/post/tweet/1947874325157085522) 2025-07-23 04:20:03 UTC 1444 followers, 1106 engagements "It is a rare moment that I would agree with someone named 'Cosmic' with 🚀🚀 -- $BETR -- I beleive is a 100x superior idea to $OPEN"  [@danielsethlewis](/creator/x/danielsethlewis) on [X](/post/tweet/1947716602075508808) 2025-07-22 17:53:19 UTC 1438 followers, XXX engagements "@NateSilver538 I have a crush on @NateSilver538 I love hunter Bidens take is arguably better than queers for Palestine shit"  [@danielsethlewis](/creator/x/danielsethlewis) on [X](/post/tweet/1947837814722429274) 2025-07-23 01:54:58 UTC 1437 followers, XXX engagements "@BladeoftheS the amazing irony of this after Qatar is FANTASTIC"  [@danielsethlewis](/creator/x/danielsethlewis) on [X](/post/tweet/1948212527071998199) 2025-07-24 02:43:57 UTC 1443 followers, XX engagements "@CedarReseach Thanks for this Q: how to create a framework for valuation of a hybrid from (10-20% risk retention) always wondering what spinnaker is worth -- asking for a friend 😂"  [@danielsethlewis](/creator/x/danielsethlewis) on [X](/post/tweet/1948210118539026486) 2025-07-24 02:34:22 UTC 1443 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@danielsethlewis
"$ARK obviously $LMND by 10x. I do wonder in softer markets when you do not own control of an MGA -- (or even a minority interest w/ a long-term contract) -- what happens what P/E drives fronting fees lower or demands risk retention go much higher What is the true 'value add' of the data vs. other fronts -- my hunch is thats more of a sales pitch Being able to add on reinsurance -- especially with clever structures/retention and ILS also is great but not sure it's a sustainable moat. Insightful as usual thx"
@danielsethlewis on X 2025-07-24 20:50:47 UTC 1444 followers, XXX engagements
"@zohranmamdani Missed your fake smile and false promises you jumped straight into fake shit posting Should run for mayor of Dublin" @danielsethlewis on X 2025-07-23 04:20:03 UTC 1444 followers, 1106 engagements
"It is a rare moment that I would agree with someone named 'Cosmic' with 🚀🚀 -- $BETR -- I beleive is a 100x superior idea to $OPEN" @danielsethlewis on X 2025-07-22 17:53:19 UTC 1438 followers, XXX engagements
"@NateSilver538 I have a crush on @NateSilver538 I love hunter Bidens take is arguably better than queers for Palestine shit" @danielsethlewis on X 2025-07-23 01:54:58 UTC 1437 followers, XXX engagements
"@BladeoftheS the amazing irony of this after Qatar is FANTASTIC" @danielsethlewis on X 2025-07-24 02:43:57 UTC 1443 followers, XX engagements
"@CedarReseach Thanks for this Q: how to create a framework for valuation of a hybrid from (10-20% risk retention) always wondering what spinnaker is worth -- asking for a friend 😂" @danielsethlewis on X 2025-07-24 02:34:22 UTC 1443 followers, XX engagements