Current vibe check: 1. Jensen basically calls AI bubble fake news, demand literally off the charts, $NVDA continues to invest 2. Dec cut odds go from >90% to 25%. no market surprise if Fed maintains 3. Entering seasonally strong window 4. Sentiment crushed all around

cut odds dropping from 90% to 30% is nature healing. Now no huge negative surprise if Fed maintains. With new Fed chair pick coming, Dec mtg may matter less

if you're going to argue existential risk posed by stablecoins, then at least acknowledge that @circle (a good actor) was stress-tested during the Silicon Valley Bank crisis and continued functioning normally, even before the GENIUS act. you can't cite Luna but omit Circle

Congrats to @AK_EtherMachine and the entire team! A world class team, combined with institutional support, and the ability to operate across crypto and traditional rails...that's incredible potential to reshape how traditional finance plugs into @ethereum. This is the kind of

And just like that... h/t @hashrateindex

$BTC difficulty is set for its largest % drop in years this weekend = better mining economics. At the same time: -Price near resistance. -Short interest stacked. -Implied vol at YTD lows, presumably due to covered calls -Demand strong from treasury companies + ETF inflows

Oh, how far we’ve come 2022 - People searched “stablecoin” during the Luna collapse. 2024 - They’re searching it because of the GENIUS Act, @circle , bank adoption, cross-border payments, programmable yield, and tokenized Treasuries. Today’s context couldn't be any more

Absolute music to my ears. @Fiserv is as engrained in financial infrastructure as it gets, and they’re now launching their own stablecoin platform. A huge boost to our thesis on the coming proliferation of stablecoins. My take on the implications: 1. They chose @solana , a

Made possible by @base @coinbase @solana @ethereum

I want to make stablecoins my entire personality. With the Senate passing the GENIUS Act yesterday, it's a good time to revisit the most obvious stablecoin use case: cross-border payments. Take remittances: Wire transfer: $35, arrives sometime next week 🐢 Stablecoin: <$0.01,

$BTC exchange reserves have been getting soaked up since the ETF launch. Now, amid a wave of treasury companies, $GME's upsized $2.25B convert closes today. The demand for Bitcoin remains insatiable. h/t @cryptoquant_com

Recent reporting projects that stablecoins could grow into a $3.7 trillion market by the end of the decade. That scenario becomes more likely with passage of the GENIUS Act. A thriving stablecoin ecosystem will drive demand from the private sector for US Treasuries, which back

👀 $SBET options list today, in a market lit up by gamma squeezes a la $CRWV $CRCL $OKLO. Works both ways, but for now, retail continues to dominate.

Another day, another $BTC treasury co. Quantum Biopharma Purchases an Additional USD $1 Million of Bitcoin and Other Cryptocurrencies to Hold BTC Treasury and To Generate Staking Revenue. Bringing the Total Investment in Digital Assets to USD $4,500,000 I wrote about this:

i guess HODLing is too complicated

https://t.co/034AbDNJxC

I went on a podcast and somehow didn't say "number go up". We got into crypto, AI, biotech, and why fundamentals still matter. Big thanks to @mikeschroeder, CFA and Skyler Steinke for the thoughtful questions. If you're curious how we @Factor6Capital apply our framework across

It's all coming our way. Fed Chair Powell just now on crypto and stablecoins: "I think that the climate is changing, and you’re moving into more mainstreaming of that whole sector." "Both the Senate and House are looking at a legal framework on stablecoins. Depending on what’s