Co-Founder at TLDR Global, OG at Republic, Blood Mage at MetaCartel Ventures, Vayner Media Alum, Maker of Images & Krav Maga Black Belt — Solo dude at CryptOMG
Seattle, WA
Joined February 2012
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And @caprioleio absolutely blows my mind with this chart. Maybe the @Bitcoin IPO thesis has legs!!!
The Saylor bid is upsizing. Bring on the heat!
Strategy announces pricing of its Stream Perpetual Preferred Stock ($STRE) Offering and upsizes the deal from €350 Million to €620 Million. $MSTR strategy.com/press/strategy-…
Are we flirting with the trend line? This man offers some hopium
Bitcoin is now near its multi-month MAJOR trendline support again..
The same support level that held in Sept 2024, and April 2025.
Each touch happened during extreme fear, and the buyers reacted immediately.
What this means now:
$BTC is sitting on a critical level where the market is actively anticipating one of two outcomes:
1. A huge bounce - continuing the long-term uptrend.
2. A breakdown - signaling the first major structural shift in years.
Takeaways:
1. Sentiment is weak, but structure still holds.
2. Major fundamentals remain supportive: the Trump crypto agenda, ETF inflows, and 2026 rate-cut expectations continue to build a bullish backdrop.
3. This trendline has defined the entire bull market - whichever way BTC moves next will set the tone for Q4 2025 and early 2026.
One of the greatest UX atrocities in my day2day is having to click Zoom's 'download now' link in order to access the 'join from your browser' link
This one sorta stuck with me because, honestly, I’d ufk with vaults like this. It’s a crazy strategy and I am so here for it.
But let’s start with that Salmon catcher that’s already accepting crypto
Any like/view/follow will be exchanged for IRL appreciation
piped.video/channel/UC1AiKHy…
Funny enough, much of the @Securitize hate i’ve observed in the past has been around them catering to big TradFi vs the little man
But in watching things expand and the way that these large onchain funds permit protocols like @ethena_labs to pass along yield…
Well, there’s no better path for the little man than a decently yield-bearing and secure place to stash some dollars and (try to) outpace inflation
Securitize and @vaneck_us are bringing VBILL to @aave Horizon as eligible collateral, powered by @chainlink NAVLink feeds.
Now, qualified institutions can borrow stablecoins against VBILL, turning tokenized Treasuries into productive onchain collateral for the first time.
While one can always sympathize with the victims of change...
"Community banks, which play a vital role in rural and underserved areas, are particularly vulnerable to deposit outflows caused by interest-bearing stablecoins. The letter highlights that such disintermediation could result in a 25.9% loss in deposits, eliminating approximately $1.5 trillion in lending capacity and shrinking small business and farm credit by $110 billion and $62 billion, respectively."
...just use @aave
Just released - ABA and 52 state banking associations urge @USTreasury to uphold GENIUS Act's ban on stablecoin interest: aba.social/4oRtzm8
There is no possible world in which yield does not flow over blockchain because blockchain is programmable and directing flow is in its DNA
Just released - ABA and 52 state banking associations urge @USTreasury to uphold GENIUS Act's ban on stablecoin interest: aba.social/4oRtzm8
If you work for a (now blown-up) market maker and are looking for work, slide into my DMs
I haz opportunity
We’re not supposed to discuss where the yield comes from
people like to focus on Solana memecoin stuff as a toxic aspect of this cycle but just as bad and potentially more injurious on the Ethereum side is people aping into tokenized hedgefunds styled as stablecoins and calling that DeFi
we had all this figured out in 2021--yearn is actually a trust-minimized 'vault' but it can't get hedge-fund style returns for very obvious reasons
if you're investing in something with discretionary offchain management, a wide array of legal entities, etc.--you're basically aping into a bucketshop hedgefund whether it's styled like a stablecoin or otherwise; but with none of the protections you'd get in a real hedge fund