Adam Cochran (adamscochran.eth)
@adamscochran
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(Something New), Partner @CEHV , Adj. Prof Info Sci, SC @synthetix_io , @amphoraprotocol .
Joined February 2010
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Pinned Tweet
1/4
Periodic reminder that accredited investors can join CEHV's AngelList syndicate where we share our highest conviction deal flow across mostly blockchain (including token warrants), deals but also some AI, robotics, and bio/pharma.
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As promised, here's my 2022 outperform shopping list and my 2022 thesis.
Let's breakdown what this is, why these assets, and how I approach this, and then the bullcase for each individual asset.
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1/82
I'll be pinning this detailed timeline, as my final piece covering this topic, as now the case is closed in my mind.
This was a crime plain and simple and I'll put no more wind in this criminals sails:
FTX: Meltdown.
The definitive and chronological thread.
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It’s wild that if you steal $10 from a store, you’d be in handcuffs that night.
If you steal $10b and your co-conspirator admits it, you get to just tweet random shit and whitewash it in the media while the police have to “explore if there was any criminal wrong doing”
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Reminder, Jason is a guy who got rich on early tag along investments and is now disconnected from the reality of the world.
It's easy to make fun of someone complaining about 9-5, but the reality is the economy sucks and you work yourself to the bone with no work-life balance…
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So BlackRock, Citadel, Deutsche Bank and NASDAQ have all started to enter the crypto space in the last week.
They've bullied out participants so they can scoop up cheap coins.
The trajectory for crypto has never been more clear.
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Reminder:
When the US government sells seized crypto assets, they use Coinbase.
According to the SEC, the US government is using an illegal unregistered securities exchange...
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1/3
6 months ago the SEC investigated FTX US on multiple matters.
They found no wrong doing.
Instead they continued to meet with FTX on giving them a "no-action letter" to broaden reach in the US markets.
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Oh PS - if Coinbase does indeed choose to fight the SEC as they are saying they will, then I'm:
-Moving all my purchases to Coinbase
-Moving all my trading to Coinbase
-Delegating to Coinbase staking nodes
If they go to bat for this industry, I'll vote with my wallet. 🫡
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@SBF_FTX
@BillAckman
@SBF
You knowingly stole user funds, lent them to a hedge fund that you own the majority of, lied to people about it, gave yourself massive loans and have been more focused on your media appearances than anything else.
That’s not a fuck up.
You’ve hurt people beyond repair. So stfu.
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1/268
It's the moment you've waited for, desired and above all else feared.
It's time for the 2023 shopping list!
(Which is also supporting public goods funding! Woo
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1/50
Thoughts on gaming economics, NFTs and the Metaverse.
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Bloomberg covering UST... and just said it "runs on Ethereum"
We're so early.
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This is getting wild.
The time that Crypto .com claims to have "accidently" sent user funds was during the Gate proof-of-reserve.
And we just saw similar behavior with Huobi.
Are exchanges passing around ETH loans to pass audits?!
Confirmed: crypto .com "accidentally" sent 320k eth of user deposits to Gate .io on Oct 21st
Oct 28: Gate shows "proof of reserves" & then sends 285,000 eth back
This was topping up for the proof. Gate and crypto .com are fucked?
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1/31
Evergande and other Chinese developers stocks dropping off a cliff in the HK morning session today.
Here is what you need to know about why Chinese Real Estate may impact crypto and even US markets.
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1/25
I've always thought that Hal Finney was the main person behind Satoshi Nakamoto (Supported by 1 or 2 other minor characters)
And I think the new emails help back that up overwhelmingly:
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1/5
Ripple case, here is the good and the bad.
But it is mostly *VERY* good for all alts, and a surprisingly big win for XRP.
First Judge did decide institutional sales/fundraising was securities.
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1/9
Unbelievable.
Uniswap is 6 years old.
For 6 years, the SEC has also failed to provide any guidance on the space, and now sends them a Wells Notice?
Let's be really fucking clear on something here:
SEC moves to sue Uniswap in bid to hobble fast-growing DeFi sector
Source: Fortune | Coins: UNI
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1/33
Let's talk about $SOL, where it's going and why I'm bullish on how $SOL and $ETH actually work together to provide each other value that help grow their share.
I think this will easily bring $SOL to a top 3-5 project and in turn push $ETH over $BTC long-term.
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@Jason
Holy fucking dumb Batman.
You’re argument is:
“How dare this peasant girl cry about how hard it is in a broken society, because here are examples of times it’s even more broken?”
Like wtf is that?
You wrote a newsletter about Silicon Valley put some newsletters online in the…
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1/23
Hoooooo baby this Prometheum story gets even better.
So they started in 2017 when they filled their Reg A+ and aimed to raise $50M.
But how did these random lawyers supposedly get approval from the SEC and FINRA?
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3/3
The SEC is broken and in shambles under its current leadership.
It's rule by enforcement approach has put a chilling effect on US innovation, while letting off-shore conmen woo regulators.
Congress should make reviewing this a *TOP* priority.
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FTX also had an aggressive ground game in rural Africa and huge investments in African fintech.
They were onboarding people like crazy in places that didn't have stable banking access.
I can't even imagine how some of these people are feeling right now.
Devastating.
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Hey
@Vanguard_Group
, just so we’re clear, you’re delisting legitimate Bitcoin ETFs because it doesn’t fit “your investment philosophy”
But your fine offering $VWOB which is bonds from China, Saudi Arabia, Qatar and other nations with extensive human rights violations and…
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Blackrock coming for your discounted coins.
And wants to file a Bitcoin ETF with Coinbase as the custodian.
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1/16
So why is Tether selling off?
Likely Huobi insolvency.
-Binance started selling off USDT in bulk.
-We found out that Huobi execs (and Tron personnel questioned by police)
-This is not long after Sun's stUSDT launch
-And weird balance shifts at Huobi in the last month
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Hi Lizzy, can I call you Lizzy?
As a law professor, and a senator serving on the Banking Committee, one would hope you know how this works.
While the SEC as a rulemaking organization may provide its guidance and interpretations of the law, it does not set or decide that law.…
The
@SECgov
is wrong on the law and wrong on the policy with respect to the Bitcoin ETF decision.
If the SEC is going to let crypto burrow even deeper into our financial system, then it's more urgent than ever that crypto follow basic anti-money laundering rules.
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1/25
Rarely do I share price projections in crypto because I'm a product style investor and the market doesn't have a lot of steady comparables.
But, I'm making an exception, since I think its clear $FTT is grossly under valued vs $COIN and has a potential 18x to $1k~ ahead.
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1/24
Why I'm holding $ETH. A primer on investing strategy.
AKA - Why Warren Buffet is still probably a better investor than you despite his stance on crypto, and what you can learn from it:
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1/2
So the SEC got buddy-buddy with SBF and almost gave them an exception to offer more services in the US.
But then goes after Kraken and Coinbase, the two most compliant US exchanges for services that the SEC previously refused to provide guidance on?
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Bitcoin will see $38k again and I think it will see $60k again.
But I'm pretty confident it won't see >66% market cap dominance ever again because the innovation in this industry is simply too rapid and diverse.
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My guess is that the SEC account was both hacked AND that the tweet was real.
Hacker first tweeted and then deleted just a ticker.
Then likely found the tweet with the announcement graphic and Gensler quote in the draft folder.
SEC wouldn’t get date wrong, and tweet only…
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1) World of difference in the claims between Binance and Coinbase from the SEC.
2) SEC is claiming they allowed an unregistered broker-dealer to be reviewed, IPO and public trade for years without action or guidance…🤡
Time to get Gensler in front of Congress again.
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2/3
Given the liquidator CEO says that this was even sloppier than Enron - how was this overlooked?
This mess didn't just emerge in the last six months.
The SEC failed at its job while Gensler met directly with SBF to talk favorable access.
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5/5
Moral:
-Don't do institutional private rounds/OTC
-Sell via exchanges
-Distribute via protocol natively
-Fuck you Gensler.
Win.
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Sooo a possibly coked up Bitboy, took his illegitimate lover, to confront an ex-business partner who stole his lambo, at the guys home, with a gun in the back seat of his car (and a Gucci fannypack) and got the cops called on him… on a YouTube live stream…
Guys, it’s a Monday.
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Friendly reminder, that ETH is only <$100 away from kicking off up to $400M in liquidations in protocols.
Could be a bumpy night.
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Dear Machi,
You are unequivocally a sketchy dick-weasel, and the community stands with
@zachxbt
.
I hope your lawyer informed you that suing for defamation opens you up to counter-discovery on all related claim…
Hope you’re squeaky clean!
Yours Truly,
-CryptoTwitter
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So the SEC thinks its safe for you to buy a 2x leveraged CME futures ETF but that spot BTC is too risky?
wtf?
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If you thought my scoop on Coinbase delisting/suspending $XRP was insightful, you're going to love the next scoop I'm working on, this week.
Looks like that SEC is far more active than we thought and sniffing around a number of projects and companies!
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1/23
Oh boy
Case is up and it's bad.
This is the CFTC attempting to strike *fatal* blow to Binance, and at first read through... I think they actually have really strong chances here of succeeding in toppling the Binance empire.
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1/8
I'm going to need an explainer on the Crypto .com cold wallet set up?
Decided to poke at wallet 4 on Etherscan and here is what I saw:
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1/12
Wow, so first read some good stuff that moves us forward, but a lot of rough stuff.
Overall this gives US crypto clarity but it will have a huge cost and growing pains.
Here's what I noticed in the first read.
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Canadian Pension funds in Ontario and Quebec, had exposure to Voyager, BlockFi, Celsius and FTX's latest venture round.
But the government won't let them directly invest in tokens onchain because its "too high risk" - so they picked "safe" institutional rounds...
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You may have heard a crazy claim that "no one really builds on Ethereum" and that "all the products being built on Ethereum are paid for by the Ethereum Foundation or ConSensys"
Here are 359 reasons why that is wrong.
Let's start with the megacorps:
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The fact
@HesterPeirce
is on Bloomberg right now, noting that this incident is partly the SEC's fault by not giving the right clarity and rules makes her my hero. 🫡
No other investor, politician or regulator has yet had the guts to point out the flaws in the system.
Bad ass.
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@GaryGensler
@SEC_Investor_Ed
Reminder:
"Crypto asset securities" is not a term recognized by any US courts.
The SEC oversees "securities" as defined by Securities Act of 1933, and "investment contracts" which can be the securitized sale of non-securities.
Gensler, who is not a lawyer, has chosen to try…
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@SBF_FTX
@BillAckman
@SBF
Like how many people lost their lives savings because of you?
We’ve also heard of possible suicides over this.
And why? Because you thought you could outsmart the world, gamble it all on coin flips and no one would ever know.
The only thing you care about here is image.
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For the fist time ever Ethereum is a first class currency on the
@Sothebys
price table and bid can be placed in $ETH and two Banksy pieces will also both feature callouts in ETH directly.
Pretty wild to see.
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82/82
Make no mistake. This wasn't the actions of a caring altruist who messed up.
This was theft and fraud - with a bankruptcy that will scar this sector for a generation to come.
Decentralization and transparency matters.
That's what this industry is fighting for.
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1/50
ETH 2.0 is only a few months away, and could prove to be the largest economic shift in society for a few key reasons.
Here is my 7 economic cases for how ETH will preform with the ETH 2.0 rollout.
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1/19
US banks are more fucked than I thought.
Cato institute estimates: "$1T-$2T of withdraws from US Banking in the next 12 months"
To contextualize, US commercial assets according to Fed is only $24T.
So that'd be an 8% of all assets, or 12% of deposits
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1/25
So what happens after a big drop, and is it over?
There are a few possible scenarios, most of which are less market driven and more about human behavior.
But, this was the correction I was waiting on.
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Also if you didn’t think they were irresponsible enough, users are still depositing into FTX international and no one has turned off deposits or put any warning/announcement on their site or apps.
If you don’t use crypto Twitter, you just think coins are down bad…
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1/109
The 10k Audit.
I manually audited the top 10,000 Ethereum addresses to learn about liquidity, profitability, market manipulation and what Whales are doing with their money.
This is the first of many reports to come from this data set.
(Blog version in last tweet)
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Wow the Metamask stuff is worse than it even looked at first.
Not just collecting data when you send a tx - the moment you unlock the wallet it records ALL your addresses under the same IP.
This database creates a MAJOR doxxing risk in the space.
Time to ditch MM.
@statelayer
Their policy needs to be updated to say:
As soon as you unlock your account, Infura will collect your IP address and *all* of your addresses. Also, when you connect a ledger it will send all of those addresses to Infura as well.
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PS - If XRP isn't a security, clearly BTC and ETH are not either.
Good luck on stopping the ETF now Gensler. 🖕
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Every dying L1 slowly becoming an Ethereum L2.
Every dying financial company issuing a stable on Ethereum.
Tokens and NFTs willing to migrate to Ethereum’s higher gas fees for the liquidity.
Premium products win in the end.
Everything will link to Ethereum.
🫡
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Dozens of real journalists have been jailed, killed or exiled in their time reporting on Putin and his crimes.
Carlson on the other hand had Fox lawyers once defend his show by saying it wasn’t news but entertainment.
To have the audacity, to call yourself a journalist, while…
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1/2
When Sen Warren asked Gensler about high Ethereum fees on decentralized exchanges and if he knew what the fees would have been like on the crash last Tuesday, he replied:
"Whatever the exchange has outlined in their user agreement"
Not gas, not code. User agreement.
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1/3
Spoke with a user who was hacked on both Solana and Ethereum:
-Used iOS
-Wallets were TrustWallet and Slope
-ERC20's were stolen to: 0xc611952D81E4ECbd17c8f963123DeC5D7BCe1c27
-ETH side was TrustWallet
-Assets were taken at the same time
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1/22
So a lot of people think that the treasury rumor (which is painfully false) caused the crash.
While *maybe* it was a contributing factor, it certainly wasn't the cause.
My current working theory is that there could have been an exchange issue driving this.
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1/21
At this point I'm convinced that the SEC's current regulatory stance on crypto is more someone's personal political agenda.
Highly technical, educated people, informed on this space cannot reach the conclusion that defi platforms can simply 'come in and register'
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This was coordinated as fuck.
Looks like 10 US state regulators joining SEC claims and filing actions against Coinbase today trying to drown them in paperwork.
For example, here is Alabama:
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1/12
Ok, one last bullish BlackRock tweet to round out the weekend.
People don't realize that BlackRock really made the gold market as we know it today.
Pre-BlackRock it was a $1T market.
Now it's about $13T.
So how did they do it?
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1/15
Evidence from SEC case against Binance including internal chat logs, first between Sam Lin (former compliance lead at Binance) and Alivn (previously head of BD)
First is their convo about equity bonuses where Sam talks about risks of holding BNB
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1/18
My theory is that most of Coinbase's new millionaires will be heavily repurchasing back into crypto over the next 72 hours.
While I think most CB assets will pop, there is one asset that I think will out perform over the next month from CB and that is $BAL:
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1/25
Back in May, TUSD threatened to sue me for even remotely suggesting they'd be related to Justin Sun.
So naturally, I dug in to prove the ownership web of Justin for both TUSD, Huobi and his shell companies around the world.
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ETH is now basically a non-sovereign decentralized redeemable bond, where the payment rate is demand for a decentralized network.
That's powerful.
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This has to be an insider hack.
Private key, root level on website, and publisher key access to the apps?
There is no way that was sitting on one connected hot system?
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Massive spike in this CDS (credit default swap rate)
But, it's not on some dying company, it's the default swap coverage for the US Government's Sovereign 1 Year bond, reaching an all time high.
You buy these as insurance if you think something can default on a payment..
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Live view of $DOGE single-handedly saving all my other bags today:
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Silvergate didn't fail because of crypto risk, or because of illegal actions (that we know of)
It failed because it followed the OCC rules for bank partial reserves, bought low liquidity Muni Bonds and then had a bank run.
This was a failure of banking, not crypto.
As the bank of choice for crypto, Silvergate Bank's failure is disappointing, but predictable. I warned of Silvergate's risky, if not illegal, activity—and identified severe due diligence failures. Now, customers must be made whole & regulators should step up against crypto risk.
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Damn - looks like one of $BONK's devs started selling OTC for a nice return.
They've got $105M in bonk, and sold $25M already this morning.
I'm in the wrong line of work. $125M for making a meme coin ain't too shabby! 😅
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1/16
I think people underestimate, by several orders of magnitude, the impact Coinbase will have in being able to push people to Base, and therefore Optimism.
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Gensler got a demanding letter from congress and then 30 min later hammers out an early denial.
Dude is off the rails and thinks he is above both the courts and congress.
He should be recalled.
BREAKING: U.S. HOUSE LAWMAKERS FROM BOTH PARTIES SEND LETTER TO GARY GENSLER DEMANDING THAT THE SEC STOP DISCRIMINATING AGAINST SPOT $BTC ETPS AND APPROVE THEIR LISTINGS IMMEDIATELY
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1/8
The worst part of this Celsius meltdown, is that this is the exact thing we are trying to build decentralized systems to avoid.
But, too many people in this space are happy to celebrate and defend centralized actors in exchange for a few points of flashy yield.
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So you crazy degens. USDC is now trading at a price that assumes that the $3.3b in SVB is 100% loss, and that there is no recover or interest.
Some of you all really don’t get how USDC works, huh?
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1/25
SEC Hinman email release summary:
-Not a big impact to the $XRP case.
-Decently positive for $ETH.
-Nuance puts Gensler in a corner.
Let's recap the Hinman speech and I'll explain why this is damning for Gensler's position!
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Hearing $10B hole on the FTX side alone.
Not accounting for anyone Alameda owed.
Not for sure, as it will be a while before we get official numbers in a bankruptcy situation, but I've got reasonable personal confidence in that number.
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Arkham also sniffs and logs its own users data, including binding their wallet addresses, device ids, locations, etc.
They then mix that with public data scrapped from public sources, like Twitter which if you shared a ref link..
Its free cause you are the product.
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1/14
Breakdown of SEC filing against Binance/CZ
Covers Binance, Binance US, CZ and all his entities.
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You guys aren’t good at this game of unpopular opinions! So here is my list that has a little something for everyone:
-CZ is a net negative in the space and we’ll be better off long term without Binance.
-Many exchanges are insolvent.
-Satoshi (Hal) was bright but not…
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Another $21M USDT left Huobi last night.
Leaving $63M against a supposed $630M in obligations.
Meaning USDT in your Huobi balance is worth about $0.10 and dropping.
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1/50
Branding and marketing for crypto startups:
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Soo something like $BTC reclaims $53k for xmas, starts a squeeze on shorts. Pushes into $60k BTC, $4400k $ETH for new years. Starts gamma squeeze + new year fund bidding, breaks $90k in New Year, profits rotate to alts, market nukes back down to $65k-$70k by March. Rinse, repeat?
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Gensler met with SBF multiple times and was exploring giving him and FTX specialty regulatory clarity for US operations.
Now with that scam collapsing he is attacking every industry operator in hopes to distract from the fact that he has failed in his role.
Today’s action, yet again, makes plain that the crypto markets suffer from a lack of regulatory compliance, not a lack of regulatory clarity.
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2/2
When he was researching crypto and decentralized systems at MIT, I think its safe to say he didn't really touch on Solidity and Smart Contracts.
This is why crypto needs self-regulating bodies or a seat at the table. Regulators need to understand what they regulate.
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As an investor who spends thousands of hours a year researching this industry, there is definitely a little part of me that dies, knowing that out there somewhere has got to be a teen who threw their lunch money at SHIB, forgot about it and has out performed my portfolio.
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1/6
Why after a recent change I'm going all in on Cardano.
Sold my ETH holdings and took the plunge, let's talk about why 👇🧵
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What the fuck?!
@elonmusk
you ass-clown.
Oh “hurr durr freedom of speech” unless you don’t like walls of text.
Thread engagement drives exponentially more views than long form posts, due to the ability to share quoteable chunks.
Hence more ad rev for your dying business.
Twitter Threads R.I.P. ?
Seems Twitter has implemented a new 25 tweets limit per thread.
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The rest of this month is officially called Jovember!
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1/10
If you're curious about how we get to a future with like $10+ $CRV, and $100+ $CVX it's this little contract right here - and it has arrived far sooner than I expected.
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$600M of ETH moving into coinbase deposits...
Cool, cool.
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1/4
Heard from a friend that the rumors in the DC fundraising circles are that the Biden team wants to shake up some chairs/cabinet positions in the finance sector to take the heat for the economy before the next election.
Yellen tops the list.
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After writing this all out - I feel as if Elizabeth Warren is about to personally kick down my front door, drag me off to some blacksite where they keep the aliens, and waterboard me for unearthing her plants or something...
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What. The. Actual. Ever-loving. Fuck.
Are you kidding me?
You can approve a 2x levered future BTC ETF, but Blackrock with surveillance sharing from the NASDAQ is blanket "inadequate"?!
SEC: THE SPOT BITCOIN ETF FILINGS ARE INADEQUATE - WSJ CITING SOURCES.
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Now every US VC mega-fund has to either:
-Buy on the open market
or
-Convince a coin to file Reg D filings to sell to them which gets messy and costly.
Billions in risk capital seeking VC level returns from early project, now has to come into the real market 😁
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