Jeremy

@floe

30 Following

239 Followers

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so stablecoins are pretty cool. but what is cooler is the the massive move ripple just made buying Hidden Road. Big player making a big move. Time to get this volume onchain. https://cointelegraph.com/news/ripple-acquires-crypto-friendly-prime-broker-hidden-road-for-1-3-b

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Jason Rosenthal

1/ I’m excited to announce the cohort for our fourth Crypto Startup Accelerator program (CSX 04), starting this week in San Francisco. CSX helps early-stage startups building on blockchain technologies to accelerate development and product-market fit. It is an intensive program that provides the expertise, mentorship, and support that startups need to build ambitious products across industries. Over the next two months, the founders of these companies will get firsthand guidance and support from a16z crypto’s investing and operating teams. We connect founders with capital, industry experts across the a16z network, and a cohort of leading web3 teams. a16z CSX also invests a minimum of $500,000 in each company that’s accepted. The founders in CSX 04 are coming to San Francisco from countries around the world: Canada, France, Germany, South Korea, United Arab Emirates, and across the US.

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That’s aweosme

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So far the big have gotten bigger and XRP is still proving to be one of the strongest in the market. I underestimated the ability for us to dip this low, but have we found a bottom? I think we have or are VERY close to, which then will help prove out who will actually run. Read my full thoughts: https://x.com/ItsFloe/status/1883629032669155421

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Looking through a past article I wrote on the great rebalancing that is happening in a few days and wanted to check myself. My Predictions back in Jan: - Crypto goes up; it is just a matter of when and how many coins participate. - March 21, 2025 is the great rebalancing. - The big really might just get bigger. - XRP really might have the most hated or loved rally in history. Well what has come true or is in process? 👇

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Listening now! It has earned a stop in my top pods playlist!

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Drawing historical parallels—the Great Depression, 2008 crisis, and 1970s stagflation—the post warns of a looming debt resolution (via restructuring, austerity, or inflation) unless risks are addressed. It emphasizes investor vigilance for yield curve inversions, narrowing market breadth, and central bank interventions, offering a roadmap for navigating potential economic turbulence in 2025. To read the full article: https://x.com/ItsFloe/status/1901101596441796939

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How a rotational top in equity markets could play out: - The S&P 500, led by mega-cap tech firms, contrasts with the struggling Russell 2000, composed of smaller, leveraged companies. It suggests a possible late-cycle shift where small caps might briefly surge before a broader deleveraging, echoing historical tops like 1929 and 2008. For the crypto space, this means an initial decline during deleveraging due to liquidity crunches (e.g., Bitcoin’s 50% drop in March 2020), but potential gains if the U.S. resorts to money printing, positioning Bitcoin as a "digital gold" hedge against inflation.

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TLDR of my most recent article 🧵 A long-term debt cycle progresses through stages: - early expansion (sustainable debt growth) - bubble formation (unsustainable borrowing) - market top (debt burdens peak) - deleveraging (credit tightens, asset prices fall), and reflation/recovery (policy stimulus restores growth) Currently, the U.S. exhibits late-cycle characteristics, with national debt reaching $36 trillion by March 2025—up from $34 trillion in 2023—driven by post-COVID deficits and decades of leverage accumulation. The Federal Reserve’s rapid rate hikes from near 0% to 5.25%-5.50% (maintained as of March 2025) have inverted the yield curve, signaling potential recession risks and tightening credit, particularly affecting interest-rate-sensitive sectors like housing and small businesses.

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I spent the past few weeks looking at the macro side of things and gave my thoughts and summary based on Ray Dalio's "Principles for Navigating The Big Debt Crisis" TLDR thread Casting soon, but for now, here it is 👇 Link: https://x.com/ItsFloe/status/1901101596441796939

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lets uhh cut the bearish sentiment! We finally have a green light, we take advantage of those!

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this is huge for Binance. $2B in stables for the investment essentially green lights using USDC/USDT for trade and venture deals in the region.

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sounds like a very relaxing routine!

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haha i love this

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What practices do you guys put in place to protect your time? Sometimes time just slips away, would be great to hear any ideas!

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Crypto market will also go up if the traditional market sees breadth. What I look at for this is the Russell2000

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Front end is great but building out some of the functionally is turning into a pain..

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Playing around with AI tools today. Currently trying out lovable.dev and liking it a lot (maybe even more than v0) Anyone have other cool tools I should try?

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