I'm incredibly excited to announce that my newest book about SBF and the collapse of FTX — co-written with
@RealVision
's Artur Osiński and Elizabeth Bachmann — is now shipping on Amazon!
Why isn’t Twitter screaming about the fact that the largest asset on FTX’s balance sheet is another project — Serum (SRM) — where SBF is a cofounder???
Bloomberg reported the story — but seems not to have made the connection to Sam as co-founder yet, or at least didn’t report.
Amusing aspect of crypto: I often speak to people in the space with PhDs in subjects like math, com sci, electrical engineering, and quantum mechanics.
Then I hear from folks who studied journalism at uni: "I don't know about crypto — I'm a little skeptical of the technology..."
I just unlocked a very cool achievement
@RealVision
: My 400th show. It’s been awesome working with
@RaoulGMI
and the entire RV team — and we’re just getting started…
If you haven’t signed up for RV’s free crypto currency platform yet, now’s the time!
It’s been an incredible journey working with
@RaoulGMI
and the amazing
@RealVision
team for 500 episodes. I’m *extremely* grateful to all of our RV viewers for watching. Here’s to the next 500!
🥳 It's a big day today! Our very own
@AshBennington
has officially hit 500 Real Vision episodes raking in a mind boggling 2 million+ views and more than 900k hours watched 🤯
🎉 Here's to you
@AshBennington
🥂
Let's show Ash some love!
#AggressivelyNeutral
Hugely enjoying
@RaoulGMI
's interview with
@CaitlinLong_
on
@RealVision
Crypto. Caitlin is one of the few bitcoin OGs who truly understands how the plumbing on Wall Street works. Great stuff.
“We’ve already taken the development cycle for DeFi down from months to days. And what we want to do is we want to take it down from days to hours.” –
@SergeyNazarov
shared
#Chainlink
2.0’s vision with
@AshBennington
at the 2021
@GlobalDeFiSmt
.
During this morning's
@CNBC
#Bitcoin
pump
@novogratz
issued a challenge that he would debate anyone at anytime on the intrinsic value of Bitcoin. I officially accept his challenge. Who volunteers to moderate? It won't take much time as Bitcoin has no intrinsic value to debate.
I recently dived down the rabbit hole on Network Effects. (If you're following
@RaoulGMI
's analysis on NFX, you already know why.) Who are you guys reading or listening to on the practical &theoretical impact of network effects that might make a great guest on
@RealVision
?
Just like the internet's infrastructure matured to an inflection point before its best use cases went live, we are now seeing the improvement of blockchains, smart contracts and oracles to the inflection point where
#DeFi
is a new global financial system.
If you're looking to get a 50,000-foot view of smart contracts -- and how oracles connect them to the world -- my
@RealVision
Ground Floor Consensus podcast with
@SergeyNazarov
of
@chainlink
is an excellent place to start.
Global financial markets seek yield, want to avoid counterparty risk and fear rapidly rising inflation from unprecedented money printing.
#DeFi
consistently provides superior 5%+ yield, transparency via blockchains and acts as a hedge against inflation.
This interview with
@silviomicali
of
@Algorand
and
@MIT
is a must see for anyone interested in understanding the underlying cryptography of blockchain and zero knowledge proofs. A great (and fun!) intellectual journey.
Automated contracts rely on definitive proof.
#Chainlink
provides smart contracts with math-based proof around external events like market prices & weather data to power truly automatable & secure digital agreements.
@SergeyNazarov
's
@RealVision
episode:
“We have to embrace both the good and the bad of unfettered, wide-open innovation.”
Best selling author,
@aantonop
& Real Vision’s
@AshBennington
in 👇
💥 Andreas M. Antonopoulos: “Unfettered, Wide-open, Innovation” 💥
Airing TONIGHT 12am ET.
#RealVisionCrypto
🚀
Longer-term, I’m more optimistic than ever on crypto.
Back in 2000, when I was one of the young guys on Wall St I remember the old guys asking me, basically, “Hey, kid. That internet thing was cute — what are you gonna do with the rest of your life now?”
Well, I’m still here.
Fascinated by
@pudgy_penguins
— in part because of the uncertainty. It's like
#Schr
ödingersPenguin: Are they a digital version of Picasso's Blue Period — or not... I Would love to have the founders on
@RealVision
to deep dive. (Also: The penguins are undeniably cute.)
If you're looking to get a more granular understanding of the nature of the oracle problem and what the future of smart contracts may hold, I highly recommend my
@RealVision
Ground Floor Consensus conversation with
@SergeyNazarov
of
@chainlink
If you haven’t yet seen my AMA with
@RaoulGMI
on
@RealVision
Crypto Daily Briefing, definitely check it out. It’s a comprehensive take on Raoul’s big picture thesis on macro, markets, and crypto.
FULL SHOW FREE below on YouTube…
Looking for something to do tonight? Tired of buying $18 cocktails at your local barroom?
Stay in and watch
@RaoulGMI
's AMA. It opens strong right out of the gate — with undoubtedly the best first 30 seconds in
@RealVision
AMA history...
@cardano_whale
I would love to have
@IOHK_Charles
back on
@RealVision
for another deep dive conversation with me. I very much enjoyed the last one.
Believe me, if it’s one thing all these years covering crypto has taught me it’s humility…
If you didn't catch our
@RealVision
After Dark Twitter Spaces chat with
@RaoulGMI
and Friends on Friday night, the full recording is now available. There's some really great commentary and analysis from
@KiteVC
&
@OnChainMonkey
. Definitely worth checking out!
As
#btc
hits an air pocket, who would you most like to hear from for analysis on
@RealVision
#crypto
?
I’m especially curious if there are any on-chain data / analytics providers folks would like to hear from.
Central bank stimulus during disorderly markets can be a bit like stirring crystal meth into your morning coffee when you’re behind at work — helpful in the short term but deuce difficult to stop.
It's a Saturday night — and I'm watching
@RaoulGMI
and
@biancoresearch
on
@RealVision
discuss the post-pandemic economy. I find Jim's argument very compelling: A wide variety of changes have transformed the dynamics of the US + global economy — forever.
Strippers been telling y’all the recession is coming baby. We are feeling it in the clubs everywhere. You know it’s bad if girls from Miami are coming to New York to work.
Very few people understand how all the “plumbing” on Wall Street works — but even I understand this: When the plumbing becomes a hot topic, it’s a fair indicator that beneath the boiling cauldron of markets implicit risk is rising.
Net capital & clearinghouse deposit obligations are a BORING explanation of Robin Hood trading restrictions. It’s much more EXCITING to believe Robin Hood was manipulated by hedge funds — even if that explanation should prove totally false. That’s the downside of social media.
If you're interested in the future of trad-fi & de-fi — how they might merge and the structural barriers between them — this conversation between
@biancoresearch
and
@AlexSaundersAU
is must see.
Blockchains and distributed, decentralized, highly censorship resistant networks are about to crash the party. Big time. The world just shifted on its axis.
Charlie Munger is a genius — I've been a fan of his work for decades — but his take on a topic he really doesn't understand only demonstrates how lucky all of us in the space are to be early to the game.
I'm really looking forward to hosting a panel discussion with
@CaitlinLong_
and SEC Commissioner
@HesterPeirce
at 7pm ET at
@RealVision
's "
#BTC
in The Real World" virtual conference on the future of bitcoin
A great conversation. And a real pleasure to host
@profplum99
+
@APompliano
. Lots of detailed, substantive debate on the future of
#BTC
here on this
@RealVision
Crypto discussion.
The multiverse theory tells us that there may be a hypothetical universe somewhere where a version of me doesn’t buy and immediately consume a dark chocolate bar with chiles and cherries — but not this one.
I’ve always been a huge fan of Charlie Munger – but why does he want to be Crypto Voldemort on this?
Just say something folksy like, “I don’t understand crypto – but that’s a problem for another generation not mine…”
If you're trying to understand what's happening during Crypto Crisis 2022 know this: One of the unmistakable hallmarks of crisis is chaos — things happen faster than you can move your mental models to understand them. It's like the first rule of Fight Club... 🧵
Great seeing
@JackFarley96
after more than a year — depicted here eating The World's Bougiest Burger — bison on a lettuce wrap with wham bam sauce and organic mushrooms!
I don't say this every day, but the conversation between
@hendry_hugh
&
@rally_io
's
@KevinChou
on
@RealVision
Crypto today is absolutely must see. If you're curious about the tokenization revolution + huge potential disruptions to come do check it out.
@lott_jd
@RaoulGMI
@AshBennington
+1 on Ash being awesome
He’s like a robot with emotions. Clinical, super smart, to the point... but relatable & not boring. Rare
In the event that I leave NYC — and decide to live in a house somewhere like a real grownup — this will be my mantra: You can *never* have enough AC electrical sockets. Ever.
Mr Mayor Elect, we’d love to have you on
@RealVision
Crypto to talk about it. We’ve got viewers all over the world — but our studios are in New York City!
@FrancisSuarez
@Sarasti
In New York we always go big, so I’m going to take my first THREE paychecks in Bitcoin when I become mayor. NYC is going to be the center of the cryptocurrency industry and other fast-growing, innovative industries! Just wait!
I just had a great session at
@RealVision
's Crypto Gathering with
@CaitlinLong_
of
@AvantiBT
and Jeff Horowitz of
@BitGo
on the importance of legal, regulatory and compliance issues in the digital asset space. Learned a ton...
AR/VR + AI + Neuralink + CRISPR + blockchains — all cooked up by mad scientists dosed on legal psychedelics.
In the next 100 years, humans will either blow up the species entirely or become unrecognizable.
Either way, it will be one hell of a show.
I'm so very grateful to have had the opportunity to work with the great
@edwardnh
at
@RealVision
. The Real Vision Daily briefing was Ed's idea — and his insightful analysis of the apparent regime shift of the Fed was the perfect way to close out our final show.
Largest asset on FTX’s balance sheet was $2.2 bln in Serum — another project where SBF was a co-founder.
SRM appears to be an even larger piece of the puzzle than FTT. Could be important…
Never heard of Serum? I asked SBF about it on
@RealVision
🧵
My interview with
@SimonDixonTwitt
is now live on the
@RealVision
Crypto website and free for all users. It's a very accessible deep dive on bitcoin, macro, and monetary policy.
Wanna know where we are in one sentence?
"I wish there were a completely painless way to restore price stability: There isn't."
—Jay Powell, Dec 14, 2022
.
@CaitlinLong_
is great at breaking down TradFi concepts like money multipliers and collateral rehypothecation — as well as explaining how digital assets can revolutionize the existing financial system
Remember learning about the fractional reserve banking system?
"That's not how the financial system works anymore..."
🔥
#Stablecoins
: A Turning Point for Banking 🚀
Check out the full episode with
@CaitlinLong_
, Dr. Manmohan Singh &
@AshBennington
👇
We are so lucky! Kiril interviewed Cathie for over two hours giving us in depth insights to her investment thesis, how she invests, how she is challenging the status quo and even a long discussion on
#bitcoin
Value = Priceless.
Only on
@RealVision
, out Monday and all week.
I’m anxiously refreshing the
@RealVision
website. I moderated a great conversation/debate between Jimmy Song and Jim Bianco which should be dropping soon. I actually haven’t seen the final cut yet — and I’m eagerly looking forward to it!
🚨 Huge amount of Twitter traffic right now on an alleged exploit on
@opensea
. No confirm or comment from OpenSea — and no major news outlets covering yet. But Twitter is absolutely vibrating with chatter. 🚨
Last night, NYC was in crisis; tonight, 2nd Ave on the UES is absolutely bumping — like some surreal Parisian café scene by Van Gogh or Toulouse-Lautrec
And just like that, an entire generation of young traders have moved to Crypto and DeFi...
Robinhood, Interactive Brokers Clamp Down on High-Flying Stocks
What does it mean, exactly, to have a verified Twitter account with a handle like ‘CryptoBoi_96’ with an obscure NFT profile pic? Like, what’s been verified?