Partner @paraficapital advisor @Bitwise @solana. Radical Portfolio Theory™ Heretic. ex-@morganstanley @stanford. Views are my own. NFA
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @dgt10011 to submit corrections.
negative rho bitcoin is when bitcoin is "priced in dollars" positive rho bitcoin is when bitcoin is "priced against dollars" what do you think the market is signaling, and which scenario do you think is more violent? https://t.co/PjtHyqm3kK
View original →I remain convicted that stablecoins are going to be the most disruptive catalysts to reconfigure the global monetary system Offshore capital formation for onshore capital markets is the prize and it’s already happening Excited to support the frontier of finance and its radicals https://t.co/RR1HMkpQjG
View original →Sounding less crazy? https://t.co/SvlnAJlhix https://t.co/SUO7oVobbw
View original →At this point the only thing you need to understand is that 1) the sovereigns are coming sooner than you think and 2) it will be more violent and faster than your own expectation and 3) once you miss this boat it will be irreversibly too late
View original →Upon some deep reflection this week, I’m starting to feel a great sense of unease that I have never felt so underallocated to Bitcoin in my entire life
View original →TLDR: “We want more $$$ for midterms” Just buy Bitcoin https://t.co/RMtU7ZbuUs
View original →i know the odds say 90% hike, but I think warsh will hold based on everything I know about his belief system, it’s the highest +EV decision based on what i am at least seeing could be wrong, but convexity is convexity when all the chips are down
View original →Next time you think about making a political donation, just buy Bitcoin instead It ain’t much but it’s at least honest work
View original →Bitcoin was literally built for this moment https://t.co/KtHOENljO9
View original →Friendly reminder that there is nothing more ethical, more open, more community-minded than Bitcoin Bitcoin is the ULTIMATE clarity and no politician will convince me otherwise https://t.co/QDHUnmvfRW
View original →"ETF share creation, hedging activity, and spot market transactions are not tightly linked in time, creating a 'grey window' where ETF inflows do not always translate into immediate buying pressure in the spot Bitcoin market."
"The debate reflects a misunderstanding of ETF market structure rather than evidence of manipulation."
"Bitcoin options call skew flipped positive on Jan. 1 for the first time since October, signaling a metric institutional traders watch more closely than AUM tallies: the cost of upside protection relative to downside hedges."
