
Danny Nelson
@realDannyNelson
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Research analyst @Bitwiseinvest | We need to build a bike lane from Portland to Portland, and back to Portland!"
Philly
Joined November 2016
Professional update: After 5.5 years of journalism at CoinDesk I've started my next chapter with the @BitwiseInvest Research team. I'll be helping anchor their analysis of Solana, Ethereum, L2s and beyond. Those who know me for scoops, stay tuned. My spicy takes era is nigh!.
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RT @laurashin: Tune in today from 12-1pm EST for 2 back-to-back lives on Pokemon CARDS' breakout moment! 🚀. @Collector_Crypt CEO @TuomHolmb….
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Going to a card shop tonight to nab some Pokémon slabs.
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RT @solana: real-life trading cards + tokenization = yay.
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Pokémon and other TCGs are about to have their “Polymarket moment.” Here’s why you should be paying attention:. Most of crypto’s teal world asset (RWA) plays cater to well-established TradFi markets, like treasuries, real estate, gold and stocks. Sure, tokenization brings these.
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I need a Time Machine to tell 7 year old me that going all-in on baseball cards is WRONG. shoulda aped some Pikachus instead.
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Chainlink's Reserve wallet just cracked the list of top 500 LINK holders. At current acquisition rate (~$1 million a week) it's on track to join the top 100 by EOY.
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DoubleZero is one year in with 12% of Solana network stake — and growing fast. Reminds me of Jito’s early days. Slowly… then all at once.
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Bitwise predictions hitting once again. 2/4 of the way there.
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The US Government is about to add up to $100 million BTC to its Strategic Bitcoin Reserve. But not by buying any bitcoin. Instead, it’ll get its sats through the criminal procedure repo machine. I'll explain:. In 2017 federal agents shut down BTC-E, a Russia-linked crypto.
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@solanamobile @mtndao @m_it I’ve just ordered my Seeker. I may give it a formal review for Bitwise. From what I’ve heard, it addresses a lot of the UX pain points that made Saga (the first phone) falter. That’ll be important if Seeker is to validate Solana's mobile vision.
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@solanamobile @mtndao @m_it It’s all part of Solana’s multiyear bet on mobile. The philosophy: if crypto’s gonna make it (especially in the consumer sector) then it has to master the mobile payments game without sacrificing security.
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@solanamobile @mtndao @m_it Solana’s Seeker orbits the android sphere of influence… with important caveats. Critically, it has its own app store for specialized crypto software. New playground, no rules.
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@solanamobile @mtndao @m_it The solution: well, for people stuck in Google’s mobile garden, there isn’t one. Solution 2.0: Create a crypto-first phone that can jump the hedge with ease.
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@solanamobile @mtndao @m_it The problem: Google is banning crypto mobile apps that don’t have proper banking licenses. This could force KYC onto users – a huge red flag especially for self custody apps.
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@solanamobile @mtndao For starters, @m_it isn’t keen on positioning @solanamobile solely as the grand fix to Big Evil Google. “We can’t build a business on the back of those guys sucking.”. That said, Seeker’s crypto-first app store DOES sidestep the Google Play problem.
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Google’s crypto app ban is a huge loss for mobile crypto users. It may be a big win for Solana’s mobile ambitions. I joined a @solanamobile workshop at @mtndao to hear how the makers of Seeker are navigating the new paradigm, and what it means for their phone. 🧵👇.
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Altcoin season moves pretty fast. If you don't stop and look around once in a while, you could miss it.
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Pre-IPO traders are giving SpaceX a $688B valuation via @PreStocksFi on Jupiter/Solana. That’s 72% higher than its last reported valuation in… July. The markets’s still tiny right now. Fewer than 150 traders adding up to $330k in 24hr volume. Hardly NYSE figures. But we’re on
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