More downwards pressure for Circle (CRCL) as we wake up to Hyperliquid planning to phase in their own stablecoin (-5% of USDC supply which is on Hyperliquid) and chances of 50bps rate cuts jumping above 10%
Retail and consumers use Solana as the default.
The gap is closing but the UI of @phantom versus ETH based wallets are night and day for new crypto users
Retail and consumers use Solana as the default.
The gap is closing but the UI of @phantom versus ETH based wallets are night and day for new crypto users
There’s a gold rush happening in data labeling.
Handshake (the old job application site), has its data labeling “Handshake AI” and is closing in on $100M ARR
There’s a gold rush happening in data labeling.
Handshake (the old job application site), has its data labeling “Handshake AI” and is closing in on $100M ARR
Inflation is only going higher.
Tariffs are inflationary, rate cuts are inflationary, political uncertainty is inflationary, only thing deflationary is arguably integration of AI.
Younger generation is required to bet more because otherwise they can’t beat inflation
Long tail effects of the 401k news on crypto are under appreciated, people aren't going to instantly convert half of their retirement to crypto but a small portion, every 2 weeks paycheck after paycheck is means up and to the right for high quality assets
So many of these letters are wrong or at the least misleading, majority of these funds in the short interest are delta neutral
Still good for our bags as it means tradfi is long eth rather than short
Anyways, ETH to 8K
So many of these letters are wrong or at the least misleading, majority of these funds in the short interest are delta neutral
Still good for our bags as it means tradfi is long eth rather than short
Anyways, ETH to 8K
Obviously OpenAI doesn’t want a pseudo share price trading in their name, makes raising capital murky / hard to price
Eventually we’ll move towards an ADR structure in the long-term, legally recognized with established conversion mechanisms - publics first and then privates
Obviously OpenAI doesn’t want a pseudo share price trading in their name, makes raising capital murky / hard to price
Eventually we’ll move towards an ADR structure in the long-term, legally recognized with established conversion mechanisms - publics first and then privates
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mite be a multiagency fed (unproven)
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