Palace Fund

Reports

• 2026-03-04 Pre-IPO AI Share Prices After the War Started — Anthropic, OpenAI, SpaceX secondaries before and after Operation Epic Fury
• KRW Exchange Rate Predictions — Impact of the Iran war on the Korean won and wire timing
• 2026-03-02 What Are Other Funds Doing? — Iran crisis, market impact, who to watch
  • Timeline: The First 72 Hours
  • Oil and the Strait of Hormuz
  • Gold and Safe Havens
  • Equities: What’s Getting Hit
  • The Fed’s Dilemma
  • Who to Watch and Why
• 2026-03-01 Korea Legal Tasks
• 2026-02-28 AI Value Chain
• 2026-02-27 United States and Israel Strike Iran
• 2026-02-26 Method
• 2026-02-25 Benefits

Thesis

• Korea Economy Is in Danger — Korea’s layered leverage stack (bank debt → margin → 3x ETFs) mirrors Japan’s 1989 peak; March 2026 crash as live stress test

Reference

• Operating Agreement (PDF)
• Law