DBA @dba_crypto
DBA is a New York-based crypto investment firm. dba.xyz New York, NY Joined December 2022-
Tweets98
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Followers5K
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I have caved to the algo's demands & written a twitter article I break down: - The growing list of stablecoin chains - Why i think privacy will finally become a key differentiator
I have caved to the algo's demands & written a twitter article I break down: - The growing list of stablecoin chains - Why i think privacy will finally become a key differentiator
Digital cash needs the privacy of physical cash + the usability of TradFi Payy Wallet is the killer app delivering it Payy Network is the private stablecoin chain that actually makes sense, making it all possible dba.xyz/digital-cash-m…
Fundamentals vs. Flows The “revenue meta” is all about fundamentals The “DAT meta” is all about flows This post explains the value in each and how to use them in investing dba.xyz/fundamentals-v…
Coinbase’s “quasi‑perp” expires in 5 years; Robinhood’s perps max at 3x; Hyperliquid gives 20x for the fried brain trader. + PoS is not really a magic money box, Solana’s ETF is a C‑corp piñata, and Tom has to explain himself about his Polymarket Tweet. Here’s the latest…
NEW POD @jon_charb joined @salveboccaccio, @defi_kay_, and @0xcarlosg at Permissionless to discuss: - Regulatory arbitrage in crypto - @monad_xyz & @megaeth_labs - Navigating the liquid markets - Has @base been successful? - And more! Links below 😊
In this debate, @jon_charb & @ryanberckmans face off on Ethereum’s valuation: Jon argues the market is overestimating ETH’s long-term potential as a store of value compared to Bitcoin.
LIVE NOW - Crypto's Next Era: TradFi IPOs or Hyperliquid, PumpFun & Solana? Crypto markets are buzzing and institutional appetite is peaking. With @circle's IPO wildly oversubscribed and a new wave of companies racing to go public, we unpack what this means for the industry.…
Great to see @different_mj of Hutt portfolio fund @dba_crypto representing our industry well at the SEC's DeFi Roundtable today in DC
Great to see @different_mj of Hutt portfolio fund @dba_crypto representing our industry well at the SEC's DeFi Roundtable today in DC
The SEC Crypto Task Force’s final roundtable is today at 1 p.m. ET. A live webcast will be available. sec.gov/newsroom/meeti…
🚨NEW: The @SECGov Crypto Task Force has announced panelists for its final #crypto industry roundtable on DeFi taking place on Monday, June 9th: 📌@RebeccaRettig1, Jito Labs 📌 @lex_node, MetaLeX 📌@ErikVoorhees, Venice AI 📌 @jillrgunter, Espresso Systems 📌@valkenburgh,…
Jon Charbonneau 🇺�... @jon_charb
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