Daniel Bronheim
@BronheimDaniel
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Investing @GumiCryptos Magic internet money enjoyoor
Los Angeles
Joined March 2018
i polled more than 25 institutional bitcoin investors we work with “where do you stand on bitcoin core vs. bitcoin knots” results: 1) I’m Pro-Core: 18% 2) I’m Pro-Knots: 0% 3) I don’t know / I am ambivalent: 36% 4) I haven’t heard of this at all: 46% the knots supporters are
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‘95-‘97 founder vintage will crush
i'm generally bullish on the cohort of people who turned 26 in 2022 (plus or minus a few years). young enough to be ai native, senior enough to have solid judgement, and still had normal prefrontal cortex. also got through middle and most of high school without their brightest
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If you’re worried about Quantum risk to BTC, and want a way to hedge, now is absolutely the wrong time. Too early, even on the most aggressive timelines. And you’ll be hedging with a basket of inflated quantum slop companies.
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Wow. Major step backwards if true.
UNITED ARAB EMIRATES BANS BITCOIN I have bad news for all crypto habibis in Dubai, it's real. The New Central Bank of the UAE Law was issued in the Official Gazette and became legally effective as of September 16, 2025. The law in particular makes it a crime to offer any
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Despite some of its obvious flaws, Lightning is increasingly becoming interesting as the effective interop standard and common language within Bitcoin adjacent systems. Whether you’re building a BITVM L2, sidechain, statechain, or anything in between, Lightning support is table
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Capital always flows to yield. TradFi proved it for 100+ years. Now, crypto is set to replicate it at internet speed. Today, we publish the Yield Bearing Assets & Stablecoins Report 2025. Only 8–11% of crypto yields vs 55–65% in TradFi. A structural breakout is underway 🧵
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1/ Prediction Market aggregation/data/tooling is a massive opportunity There are 3 products I see driving $100M+ annualized revenue each sometime in the next year:
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END THE BITLICENSE
@jack @DavidSacks we need preemption for the bitlicense. Well meaning regulated institutions shouldn’t have to spend years in bureaucratic hell answering diligence questions about climate efforts
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Hands down Bessent is the GOAT
17 years after the white paper, the Bitcoin network is still operational and more resilient than ever. Bitcoin never shuts down. @SenateDems could learn something from that.
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Institutional borrowing in DeFi is broken. Utilization curves amplify volatility, make rates unpredictable, and force profitable trades to unwind. We built a better model by anchoring rates to collateral yields, not arbitrary kinks. Introducing the Arkis Dynamic Spread Model ↓
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Be Cringe. Get over yourself
Hopefully a lot of other crypto founders can realize what Jesse has - you can simply muscle your way through being viewed as cringe by sticking to your guns and going all in on something you care about. This is because the cringe is caused by a lack of heroes journey which the
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