Kabezo pfp

Kabezo

@kabezo

83 Following
4 Followers
Kabezo pfp
Kabezo
@kabezo
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
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
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
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
@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
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
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.
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
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. ..."
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
Which part of nonprofits and governments have not worked for you?
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
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
0 reply
1 recast
1 reaction
Kabezo pfp
Kabezo
@kabezo
https://www.justice.gov/opa/pr/justice-department-sues-visa-monopolizing-debit-markets Thoughts?
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
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
0 reply
0 recast
1 reaction
Kabezo pfp
Kabezo
@kabezo
@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
0 reply
1 recast
1 reaction
Kabezo pfp
Kabezo
@kabezo
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
0 reply
0 recast
1 reaction
Kabezo pfp
Kabezo
@kabezo
Lou Kerner reiterates his case: https://medium.com/quantum-economics/hows-my-10-year-1m-price-target-for-bitcoin-looking-3-years-in-ea116ef8e943
0 reply
0 recast
1 reaction
Kabezo pfp
Kabezo
@kabezo
I cannot think of one, except that there are around $164b in stablecoins in the wild: https://app.rwa.xyz/stablecoins A concerted effort to prohibit the stablecoin killer-app would be a dagger in the heart of crypto. There are about $2b in tokenized US treasury products that are constrained by this KYC issue. I think they will struggle to gain adoption unless the general ban on bearer securities is eased.
0 reply
0 recast
1 reaction
Kabezo pfp
Kabezo
@kabezo
@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
0 reply
0 recast
1 reaction
Kabezo pfp
Kabezo
@kabezo
I think you mean 'sometimes dumb things lead to smart things.'
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
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
0 reply
0 recast
1 reaction
Kabezo pfp
Kabezo
@kabezo
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."
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
https://www.gatesnotes.com/Wyoming-TerraPower-groundbreaking?WT.mc_id=20240610150000_Wyoming-2024_BG-TW&utm_source=substack&utm_medium=email
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
https://twitter.com/CoinDeskPodcast/status/1790472023195406353?t=ZRL4Jj-mnv5Hu8m_LaAhmA&s=19
0 reply
0 recast
0 reaction
Kabezo pfp
Kabezo
@kabezo
https://x.com/HoganMonEcon/status/1790478089874518295
0 reply
0 recast
0 reaction