WClementeIII

Curious to hear good takes on how successful people think that Coinbase's perpetual swap offering will be

Wow big day for Coinbase perps in the US and Bitcoin rewards credit card with Amex

Coinbase launching perps in the US wow!! New era

PTJ just went on Bloomberg, main takeaway is he thinks inflation is going to re accelerate, partially bc Trump’s going to put in a dovish Fed chair. Thinks yield curve is going to steepen and long end higher.

Will keep saying it: long Bitcoin, short bonds.

Is the market sniffing out a new surge of inflation?

- spread between 10-year and TIPS nearing new highs
- oil looks to be bottoming out
- gold, bitcoin, silver, platinum all ripping

Feels like with the way things are trending and incentive structure in place, we’re soon going to have people buying a bunch of supply for really far tail tokens, launching acquisition vehicles and then using the vehicles as exit liquidity

The fact that we were talking about many US crypto companies considering going overseas due to abrasive regulatory bodies and not being able to open a checking account to now having a potential crypto IPO mania in the span of just 3 years really can’t be understated.

Saylor’s cost basis just surpassed the 2021 BTC ATH wow

Circle up another 20% at the open and Plasma’s $500mm public token sale sold out in the first block

The people want exposure to stablecoins

The number of crash outs on the timeline are really just an indication that we are in the late stages of fiat currency

The best way for Elon to get back at Trump is by full porting Bitcoin

Circle is trading at WHAT?

Wow Robinhood just flipped Coinbase in market cap

Seeing @elonmusk on the timeline coming to the realization that nothing stops this train. Bitcoin maxi arc next?

Great report by @0xbenharvey from our research team on stablecoin activity. Key takeaways:

- Stablecoin supplies are up only, nearing $250 billion

- Stablecoin related DeFi revenue keeps rising. Up 6.5x from mid 2024 to 30%.

- ETH/L2s continue to dominate stablecoin revenues

If BTC gets memed into being both the fastest horse when risk is ripping and be seen as a safe haven reserve asset then it’s over we win

Two of the best performers recently in liquid crypto markets have been Hyperliquid & Syrup -- Both generating real revenue and returning that value to token holders. Feels like revenue does matter now, but for the time being, only a few names that long only funds can underwrite.

All time high on Coinbase!

Long Bitcoin, short long duration bonds is the generational trade of our lifetime & will continue to be

BTC paired against TLT new all time highs