Kabezo

@kabezo

83 Following

5 Followers

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Matt Levine on fire today! "I love the idea that “financial commentators” are in the business of telling you how to feel at parties. What else could finance possibly be about." https://www.bloomberg.com/opinion/articles/2024-10-14/td-was-convenient-for-criminals?srnd=undefined

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Great piece by @cdixon.eth https://a16zcrypto.com/posts/article/creator-economics-blockchains-creator-economy/?utm_source=substack&utm_medium=newsletter&utm_campaign=10_11_24

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@nic /onthebrink : "...Franklin Templeton, one of the most crypto native asset managers out there..." Guys, none of these Treasury products are getting any traction. The Franklin Templeton token is held by a mere 475 addresses with zero transfer activity over the last 30 days. Looks like a nice research project for @coinmetrics

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Nic: "...Franklin Templeton, one of the most crypto native asset managers out there..." Guys, none of these Treasury products are getting any traction. The Franklin Templeton token is held by a mere 475 addresses with zero transfer activity over the last 30 days. Looks like a nice research project for Coin Metrics.

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Matt Levine alert: ",... I think there is like the overlay of OpenAI believing that AI could enslave humanity or render work obsolete, or like, usher in a new age of abundance where money has no meaning. If you really believe that your product is going to create an age where money has no meaning, then I suppose it makes sense to operate it as a nonprofit. ..."

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Classic @byrongilliam : Digital gold has been a great meme, but it’s perhaps limiting — the market for analog gold is only worth $24 trillion and that is only 18x bitcoin’s market cap. The upside of becoming one of Murad’s (Mahmudov) neo-religions is much greater. https://mail.blockworks.com/p/thursday-differentiated-mailbag?_bhlid=a3dd7e6ef5dd2c9a0ded36a8d85a6ae21323f473&utm_campaign=thursday-differentiated-mailbag&utm_medium=newsletter&utm_source=mail.blockworks.com

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https://www.justice.gov/opa/pr/justice-department-sues-visa-monopolizing-debit-markets Thoughts?

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I love Matt Levine "Just on a lark I emailed Andreessen Horowitz, the venture capital firm that is all-in on crypto and Trump, to ask if they are investing in World Liberty Financial; they declined to comment." @a16zcrypto https://www.bloomberg.com/opinion/authors/ARbTQlRLRjE/matthew-s-levine?cmpid=BBD091724_MONEYSTUFF

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@byrongilliam for 41st Comptroller of the Currency I am serious. https://mail.blockworks.com/p/stablecoins-just?_bhlid=bf39e422404f97d4fd11a3ed8866dca2f3e9bd4f&utm_campaign=stablecoins-are-just-doing-it&utm_medium=newsletter&utm_source=mail.blockworks.com

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There is a raging bull market in Matt Levine! https://www.bloomberg.com/opinion/articles/2024-09-09/fake-songs-made-real-money?srnd=undefined

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Lou Kerner reiterates his case: https://medium.com/quantum-economics/hows-my-10-year-1m-price-target-for-bitcoin-looking-3-years-in-ea116ef8e943

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@byrongilliam speaks the truth! https://mail.blockworks.com/p/open-letter-vice-president?utm_source=mail.blockworks.com&utm_medium=newsletter&utm_campaign=an-open-letter-to-the-vice-president

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Another great piece from @byrongilliam https://mail.blockworks.com/p/thursday-nonpartisan-newsletter?utm_source=mail.blockworks.com&utm_medium=newsletter&utm_campaign=thursday-non-partisan-newsletter

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I love Matt Levine: "The SEC’s view is essentially that it is illegal to publicly offer a cryptocurrency that represents an investment of money in a common enterprise with profits to come solely from the efforts of others. But an investment of money in nothing, with profits to come solely from memes, is fine. So you get the crypto projects that regulation allows. The SEC encourages crypto to be dumb, and crypto obliges."

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https://www.gatesnotes.com/Wyoming-TerraPower-groundbreaking?WT.mc_id=20240610150000_Wyoming-2024_BG-TW&utm_source=substack&utm_medium=email

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https://twitter.com/CoinDeskPodcast/status/1790472023195406353?t=ZRL4Jj-mnv5Hu8m_LaAhmA&s=19

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https://x.com/HoganMonEcon/status/1790478089874518295

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@nic has penned another gem: https://medium.com/@nic__carter/five-perspectives-on-stablecoins-5bc20076270a

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@nic There is a typo in your stablecoin piece: "This could happen if, in response to government edit, the seizure rate of stablecoins went from a few hundred instances a year to thousands or tens of thousands. " I think you mean government "edict" not "edit".

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@elonmusk needs more money! https://www.axios.com/2024/04/17/elon-musk-pay-package-tesla-delaware-court?utm_source=mail.blockworks.com&utm_medium=newsletter&utm_campaign=friday-predictive-charts

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