JR | Multicoin Capital 🇺🇸 | IBRL/acc
@johnrobertreed
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Partner, nCMO @Multicoin | Opinions are my own / not a solicitation / not an offer for investment advisory services
Joined March 2009
Disturbing... "a capacity shortfall of as much as 175 gigawatts will emerge by 2033, resulting in outages and blackouts" "Jeannie Salo, Schneider Electric’s chief public policy officer for North America, said in an interview. "We would be signaling to the world that we don’t
The US faces a potential electricity crisis this decade as a surge in demand to power data centers bumps into cold reality
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President Trump has made history. With the signing of today’s EO launching the Genesis Mission, we will harness American artificial intelligence to double U.S. research and development productivity within a decade. The future is here, and America is leading it.
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Some incredible news: @SECGov has today issued a No-Action Letter to @fuseenergy for the Energy Dollar ($ENERGY). $ENERGY is the native utility token for The Energy Network, built on Solana. Full details can be found in the project whitepaper, released today. This landmark is
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Earlier this year I said we’d level up our Solana game. Since then we’ve brought AgentKit and x402 to Solana, and made upgrades to our infrastructure to scale services (5x improvement in block processing throughput, 4x improved RPC performance). Now we’re bringing SOL-native
We’re doubling down on @Solana. Coinbase is acquiring @VECTORDOTFUN, an onchain trading platform built on Solana, whose tech will plug directly into Coinbase to help better serve one of crypto’s most active ecosystems.
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Thank you to everyone who shared time with us at the Multicoin Summit yesterday! We have an amazing community. I continue to be inspired by our team and founders. Videos soon...
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UT now has the most AI computing power of any university. This investment, provided by Dell and NVIDIA, gives our researchers an edge in AI, cybersecurity, health, energy, advanced manufacturing, and more.
UT Austin’s acquisition of 4,000 NVIDIA GPUs and high-performance Dell PowerEdge servers marks another major investment in our research infrastructure, accelerating discovery across the Forty Acres and powering innovations for Texas and the nation. Read more here ➡️
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Guidance is out and available at the link below. This will create a safe harbor (and transition period) for ETP Trusts to stake trust assets without violating their tricky grantor trust status (which limits sponsor discretion and management). Link below:
Today @USTreasury and the @IRSnews issued new guidance giving crypto exchange-traded products (ETPs) a clear path to stake digital assets and share staking rewards with their retail investors. This move increases investor benefits, boosts innovation, and keeps America the
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No one more fun to sit down with over a beer or a water than @fintechfrank. This was a fun conversation at @SALTConference Wyoming, talking the policy and political landscape.
Political battles are over. Policy work has begun. On this episode of @TheCryptoTape, @xethalis of @multicoin, @KMSmithDC of @SolanaInstitute, and @JonathanJachym of @krakenfx join @fintechfrank to unpack what’s actually happening in Washington now.
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In a future where everyone has their own stables will front ends expose the underlying or will it be abstracted to just USD? How should this work?
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It's occurred to me that the most interesting and obvious things to me are the most obscure and misunderstood things to others. This is why writing obvious truths is important.
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~$30,000,000 of inflows into $BSOL yesterday. Solana purchased. Now ~$150,000,000 inflows the last 3 days. #1 ETF launch this year, of 850. It’s a testament not to Bitwise but to the conviction investors have in Solana, and the work of its community. Grateful to play a role
The epicenter of capital markets. Welcome, @solana community. @BitwiseInvest celebrates the launch of the Bitwise Solana Staking ETF $BSOL @teddyfuse | @HHorsley | @aeyakovenko | @rajgokal
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I don’t think the market is tracking this yet
G7 launches Critical Minerals Production Alliance What’s known so far: - C$2B for 20+new lithium/nickel/rare-earth projects - Offtake deals + price floors to counter China’s 70-80% grip - Strategic stockpiles & ESG-aligned “friendshoring” Next today: - 3pm ET:
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1/ The best crypto investments give you two ways to win. A thread exploring one reason I’m so bullish on Solana. 🧵
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The NYSE welcomes @BitwiseInvest to celebrate the launch of the Bitwise @solana Staking ETF $BSOL! @teddyfuse | @HHorsley | @aeyakovenko | @rajgokal
https://t.co/kRyzbEbc6M
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Honored to be part of history in the making. Congrats to @solana @aeyakovenko @rajgokal and @BitwiseInvest for continuing to be pioneers in our industry. Clear eyes, full hearts, can’t lose.
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The epicenter of capital markets. Welcome, @solana community. @BitwiseInvest celebrates the launch of the Bitwise Solana Staking ETF $BSOL @teddyfuse | @HHorsley | @aeyakovenko | @rajgokal
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If this gets 100 RTs we’ll wrap the New York Stock Exchange facade in a Solana banner tomorrow. Promise.
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