crypto is fun again
dividend benefits are here for our onchain dividend hounds 🔥
this is more bullish than the clarity act would have been
SEC APPROVES TEMPORARY, CONDITIONAL EXEMPTION TO ALLOW LIMITED TRADING OF TOKENIZED STOCKS ONCHAIN: SEC
People used to joke about the "supercycle" but it's actually happening.
Trillions of dollars are coming onchain and we are in the very early innings.
🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock using innovative permissioned automated market makers and liquidity pools.
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If you spent more than 30 seconds this week trying to handicap today’s Fed decision, I have one question:
What edge do you think you have over every institutional investor and economist in the world?
Don’t confuse what everyone is talking about with where the opportunity is.
Look for alpha where you actually have a chance of finding it.
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we are entering the greatest bull market crypto has ever seen, your only job is to remain steadfast in your conviction and appropriately size your portfolio into a diversified set of bets
Vlad (CEO of Robinhood) & Johan (Robinhood crypto lead) - “stock tokens and stock pairs are literally the future and we are going full force into this new primitive”
CT - “you probably shouldn’t buy these stock pairs I think they’re kinda mid, probably over soon”
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it's honestly insane that Robinhood Chain launched 3 months ago and is the clear front-runner to one of the most promising trends crypto has ever seen
In-kind redemption and voting are coming for Robinhood Stock Tokens
Bitcoin looks like it's already starting to reflect this
bitcoin:native / $NVDA looks beautiful
If they’re going to top the AI bubble can we start talking about how BTC is a hedge against excess liquidity to backstop the burst? Thx 👍
📜 new CLARITY act text dropped last night. two big things stand out:
the ethics sunset has been deleted entirely. the ban is now permanent, broader, and enforceable by state AGs
and what appears to be a big compromise on BRCA.. all refs to 18 USC 1960 are GONE
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big money doesn't always follow the strongest narrative.
sometimes it creates the narrative before everyone else catches on.
BIG week ahead if true
clarity ahead
Jamie Dimon and Stan Druckenmiller both agree the US debt and fiscal situation are screwed within 10 years.
The problem is they said that 10.5 years ago (April 2016.)
Time may be up...nothing a significant USD devaluation v. gold cannot fix though.
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none of you are bullish enough
Wanted to get a better look at BTC bear market rallies.
Seems like as a general rule, the more time that passes, the probability that big moves stick rises. Current move is well out of danger zone, but not yet all clear.
~70-75% odds that we have cycle bottomed based on this.
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we just had the biggest week in the trenches since trump week
$6.35b traded through onchain terminals
$ZEC road to $1k is complete ✅
In less than a month zec hit top 10 & hit $1k but comments to the original tweet said I was too bullish...
The final target of $10k doesn't seem so crazy anymore.
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$ZEC road to top 10 is complete✅
next stop is $1k per zec then $10k per zec
This feels like the first GME type event for tokenized stocks.
>CEO of AMC Theatres calls out Robinhood
>Vlad replies "whats the concern"
>The memecoin paired with AMC stock rips to $100M
>The AMC stock trades +20% pre-market
>AMC stock now up 10% biggest gain in months
All of this happened in less than 24hrs.
The convergence of crypto & tradfi is gonna get weird and lead to some absolutely insane trading opportunities.
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$BTC higher for longer
The best-looking chart in crypto is now in price discovery.
At $1000, 1 ZEC would be 1/80th of a BTC.
