College Dropout, Student of #Bitcoin.
On-Chain Analytics & Financial Markets at @BitcoinMagazine.
Co-Founder http://21stParadigm.com.
20.
Tweet
Nov 29, 2022
Label me a pessimist, but all I see is a whole lot of hot air.
9x in two months during the bull run with barely a retrace? 10x against BTC since 2021?
Must be a "new paradigm".
$BNB
9x in two months during the bull run with barely a retrace? 10x against BTC since 2021?
Must be a "new paradigm".
$BNB
Tweet
Nov 6, 2022
CZ chooses blood. 
Tweet
Nov 2, 2022
WOW
Per CoinDesk, Alameda research has $14.6 billion of assets, against $8b of liabilities.
For assets: $3.66b FTT, $2.16b “FTT collateral”, $3.37b crypto ($292m SOL, $863m “locked SOL”), $134m USD & $2b “equity securities.
Most net equity tied in completely illiquid altcoins.
Per CoinDesk, Alameda research has $14.6 billion of assets, against $8b of liabilities.
For assets: $3.66b FTT, $2.16b “FTT collateral”, $3.37b crypto ($292m SOL, $863m “locked SOL”), $134m USD & $2b “equity securities.
Most net equity tied in completely illiquid altcoins.
Tweet
Feb 23, 2022
What the hell is going on in financial markets?
A thread on stocks & bonds, volatility, and #bitcoin.
🧵🧵
A thread on stocks & bonds, volatility, and #bitcoin.
🧵🧵
Tweet
Jan 24, 2022
$BTC at 35k
How did we get here and what possibly comes next?
A thread on macro, bitcoin on-chain and derivatives 👇👇
How did we get here and what possibly comes next?
A thread on macro, bitcoin on-chain and derivatives 👇👇
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