sethginns
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sethginns
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The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play
And it will probably be equity-like token soon enough!
The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play
And it will probably be equity-like token soon enough!
And it will probably be equity-like token soon enough!
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SPACs, ETH/BTC, and Tariffs: Insights From CoinFund’s Liquid Team
https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
SPACs, ETH/BTC, and Tariffs: Insights From CoinFund’s Liquid Team
https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
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Talking markets with @matttpotts
https://youtu.be/9si3YUe9ziI
@coinfund_io
Talking markets with @matttpotts
https://youtu.be/9si3YUe9ziI
@coinfund_io
https://youtu.be/9si3YUe9ziI
@coinfund_io
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Hindsight Narrative:
Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
Hindsight Narrative:
Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
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USTreasuryToBuyBackUpTo$6BLongDatedDebt
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🚨 Treasury tripled its buyback to $6B — yields went UP.
📈 10Y: 4.85% , highest since Nov 2023
📈 30Y: >5.3%
⚠️ Wall St wanted $8–10B. Got $6B.
$6B < 2 days of interest on $40T debt.
Bessent: "I am the house now." The bond market: bet. 💀
Not QE. Debt management. And it's losing.
$XAU $BTC $ZEC #LAPTOPFoundationXAccountSuspended #USTreasuryToBuyBackUpTo$6BLongDatedDebt #BitcoinSurpasses$79K #BrentCrudeTops$100 #USADPWeeklyEmploymentRises12000
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