DeepChatter @DeepChatter
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Citi: ‘Bitcoin ETF: 75 Days Later’ Flows explain a majority of price variance A better report title would have been: ‘Bitcoin ETF: It was not priced in’
Citi: ‘Bitcoin ETF: 75 Days Later’ Flows explain a majority of price variance A better report title would have been: ‘Bitcoin ETF: It was not priced in’ https://t.co/jpkr1678Zg
Send this to someone on the edge of understanding #bitcoin. Jack crushed it.
The First Public Pension Funds To Allocate To Bitcoin Are Up 10x Now I spoke this weekend at a conference focused on the intersection of economics and American leadership. Those two topics rarely go together. Economics is reserved for the nerds and politics is reserved for the…
Saylor Moon Is a speculative attack on USD coming soon? If it does, it's going to be a crazy sight to see. Every institution that can borrow will and essentially short the dollar by going long Bitcoin. The dollar will begin hyperinflating and there will be a lot of unhappy…
We just touched $60k and The halving isn’t here yet Rates haven’t been cut yet US election still months away ETF flows been live for just one month Coinbase app ranking still #287 Good morning
Q4 $RIOT megathread #bitcoin This company appears to be an absolute mess, with out of control costs, limitations in capacity (or excessive spot price), possible accounting sketchiness, and a disingenuous $/BTC. Curtailment power credits are doing nothing. 🧵
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:
How is Stacks L2 good for Bitcoin? Some quick points: (a) Stacks enables a fast & cheap way to move around BTC; similar use and utility as Lightning or other layers that helps with BTC adoption by users. (b) Stacks L2 increases demand for BTC as BTC gets deployed in contracts…
UPDATE: additional discussions with sources re: $ETH ETF process/approval. - three sources at $ETH ETF issuers put approval odds at <50%. WHY? Source: - Gensler telegraphs his moves; made it clear that the $BTC ETF’s are it. - no issuer is planning to sue. - futures/spot…
If everyone is selling U.S. Treasuries at fire sale prices, the U.S. will simply buy up all of its own debt with the skyrocketing Dollar. You can't default on your debt if you own most of it, thus resetting the cycle of U.S. debt being the most stable & valuable in the world 🤫
If everyone is selling U.S. Treasuries at fire sale prices, the U.S. will simply buy up all of its own debt with the skyrocketing Dollar. You can't default on your debt if you own most of it, thus resetting the cycle of U.S. debt being the most stable & valuable in the world 🤫 https://t.co/3f7D5x9vjE
💕 Feels like it’s L2 season on #bitcoin 🎙️ What questions do you have about it? 👇🏻
The Bitcoin L2 trilemma. Out of three desirable properties (a) open network, (b) no new token, and (c) full/global VM, developers can only pick any two. In 2023, we've seen a lot of interest in Bitcoin L2s (or sidechains, if you prefer that term). Unlike the rest of the crypto…
Misunderstanding UTXOs will lead to problems with spending your #Bitcoin in the future. UTXO management for beginners: (THREAD 👇)
Why #Bitcoin ETFs Matter This post explains the rationale for Bitcoin ETFs over self-custodied Bitcoin. (Speaking from experience, but not necessarily an endorsement of such ETFs): ETFs fill a need and are designed to permit exposure to Bitcoin for professional, registered…
Truly amazing that the only asset on this list that can be sent between people in minutes anywhere on earth, beyond the control of governments and corporations, no ID or bank required, is the one that has also performed the best
Truly amazing that the only asset on this list that can be sent between people in minutes anywhere on earth, beyond the control of governments and corporations, no ID or bank required, is the one that has also performed the best
how to cut exact corners
JUST In: 🇺🇸 Fidelity met with the SEC yesterday and shared details of their #Bitcoin ETF design for 'in-kind' creations. It's happening... 👀
Spot the asymmetry: Solana has exceeded 700 user TPS regularly in the past week — Ethereum does 12 TPS that's a 60x difference Solana finality is ~400ms — Ethereum finality is ~15mins that's a 2,250x difference Solana avg fees are $0.00025 — Ethereum ranges from $1.5 to $20…

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