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James Seyffart
@JSeyff
Bloomberg analyst covering ETFs, crypto and asset management. Breaking down filings, flows and market structure. Views my own. Likes, RT's& Follows≠endorsements
5.1K Following    183.6K Followers
A staked Injective ETF just listed on NASDAQ from @CanaryFunds -- $INJC
NEW: Here's an updated look at Bitcoin's price compared to the average cost basis for US ETF Holders. We estimate the cost bases to be just under $82,000. Bitcoin has been dancing around that level since the end of August.
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Got my copy of @EricBalchunas and @JSeyff new book! Excited to read and it will have a spot in the podcast studio bookshelf.
My belief is that everyone should live, save, and invest as if they’ll never see a Social Security check. You can’t control Congress but you can control your savings rate and what you do with it. Worst case: you were overprepared. Best case: it’s extra money you didn’t plan on.
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This graph makes it look like Tesla is committing election fraud.
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Happy birthday @EricBalchunas and thanks for celebrating with us in HK! It’s rare to get to do an ETF event and celebrate your bday with the gift being Two Side Of The Coin! @JackiWang17 @JSeyff
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This is the correct take. Took two flights in the last week with @Starlink. It's absolutely elite. I'd genuinely take an economy class ticket with Starlink (window or aisle) over a first or business class ticket without it. Particularly considering the cost difference.
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United Airlines CEO in new interview on Delta Airlines choosing not to adopt @Starlink: "It's a mistake. I think (Starlink) is the biggest competitive advantage of all time. We are going to have a few years of being the only airline that has it at scale."
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Is Wall Street is better at HODLing than you? James Seyffart (@JSeyff) of Bloomberg Intelligence (@BBGIntelligence) joins me on RE for a candid conversation about: 🔸 Do ETF investors have diamond hands? 🔸 Wall Street's Bitcoin price expectations 🔸 The threat of government seizure 🔸 Bitcoin's ultimate Trojan horse A fascinating look behind the scenes at Bitcoin's biggest capital allocators and what the money flows reveal. 🎥 Watch on YouTube:
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“Bitcoin isn’t scarce because crypto has infinite supply.” @JSeyff responds to his @business colleague and former boss @mikemcglone11’s controversial take on bitcoin scarcity. Watch on YouTube:
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A fantastic edition of Hard Money 🔥 An excellent group of companies spanning producers, royalties, explorers and developers ⛏️ $KGC $OR $CERT.V $MSA.TO $NRC.V $CAMB.V $WPG.V $VAU.V $VIPR.V $SUYO.V Great insights from @JSeyff @WestPointGoldUS @cambgold @goldfinder12 @CerradoGold @mineros_sa @kinrossgold @ORroyalties @JCTworek @SilverViperCorp @VivaGoldCorp @Nations_Royalty
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Sunday Funday One day late. Final stages of Marathon prep
The list of domains LIV owns has to be seen to be believed 💀
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Proof of bbq
@MrMasonJ We had the best bbq I’ve probably ever had in my life in bentonville at @wrightsbarbecue
@MrMasonJ We had the best bbq I’ve probably ever had in my life in bentonville at @wrightsbarbecue
This man is incredible. First, Kaylub Giamanco ran into his daughters’ school and killed a school shooter by himself. Then he goes on TV to praise the unarmed teacher who put her life on the line to wrestle the shooter for his gun. Both of them heroes.
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Arkansas taxes do not mess around. Holy shit
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This was a fun one. Loved digging into @EricBalchunas' learnings from writing his new book with @JSeyff, Both Sides of the Coin, and tear apart thematics with @Todd_Sohn and @sumitroy2 ... this Crazy ETF market...
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Flying today. Don’t think there’s a better text you can receive before boarding than this. @Starlink is 🐐
Okay. This is pretty awesome.
Introducing Bitwater: the water heater element that mines Bitcoin. It screws into the electric tank you already have. Physically decentralized mining that runs no matter what 🧵 Heat water. Mine Bitcoin. Same tank.
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not being able to change the route in the tesla nav is annoying -- particularly when using FSD. Its a big limitation. Sometimes i wanna go the fastest route even if its highways and longer. sometimes i wanna get somewhere using the least amount of battery. I hope this happens.
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Tesla said today that they’re rebuilding the entire in-vehicle navigation system from the ground up with AI. It’s going to have voice integration, and will learn your personalized preferences: Ashok: “It’s only right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as traditional maps. We are building an entire new architecture with essentially AI-based mapping and navigation. It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it and ask for different routes. It’s going to learn your personalized preferences, plus also the fleet preferences. The collective intelligence of all the cars are going to flow into making the maps and navigation. You’ll see the start and end of trips already use this technology pretty soon as part of the V15 release. Over the next several months, it’s just going to take over all of the navigation functions, parking, destination handling. We’ll know you better than you know yourself in some regard for the driving tasks. It’ll handle it fully.” Can’t wait for V15. It’s going to include so many new features.
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