Marine l MC² Finance (@vcmarine) 's Twitter Profile
Marine l MC² Finance

@vcmarine

Founder of MC² Finance | VC Investor & Web3 Advisor
→ mc2.fi

ID: 2492921138

linkhttps://linktr.ee/mcsquaredfi calendar_today13-05-2014 12:42:35

206 Tweet

2,2K Followers

163 Following

Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

I come with surprising (yet profound) news... Most people think global crypto rallies start in New York or Hong Kong but this week Seoul just rewrote the map. XRP jumped from $2.60 to $3.00 in hours. This was not because of ETF flows or institutional allocators but Bbcause

I come with surprising (yet profound) news...
Most people think global crypto rallies start in New York or Hong Kong but this week Seoul just rewrote the map.

XRP jumped from $2.60 to $3.00 in hours. 
This was not because of ETF flows or institutional allocators but Bbcause
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

Somethng historic just happened. The US House just voted 215–211 to consider three crypto bills. Yesterday, the same vote failed. Thirteen Republicans said no. Today, eight of them said “fine.” even with Trump breathing down their necks, five Republicans still refused mostly

Somethng historic just happened.
The US House just voted 215–211 to consider three crypto bills. 

Yesterday, the same vote failed. Thirteen Republicans said no. 

Today, eight of them said “fine.” even with Trump breathing down their necks, five Republicans still refused mostly
Chris l MC² (@piffie) 's Twitter Profile Photo

I am about to offend a whole bunch of traders but I am tired of everyone pretending they make $$$ with their fake profit screenshots...it is sad. Most traders lose money but they just do not talk about it. Broker data shows 80% of day traders quit within two years. By year

I am about to offend a whole bunch of traders but I am tired of everyone pretending they make $$$ with their fake profit screenshots...it is sad.

Most traders lose money but they just do not talk about it.
Broker data shows 80% of day traders quit within two years. 

By year
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

I am noticing some real interesting World War III discussions (hypothetical butimportant). Germany’s BTC mines power 5% of global hashrate. Russia adds 11%. Norway, another 2%. Together that is nearly a fifth of Bitcoin’s network. These facilities are not tucked away in

I am noticing some real interesting World War III discussions (hypothetical butimportant).

Germany’s BTC mines power 5% of global hashrate. Russia adds 11%. 
Norway, another 2%. 

Together that is nearly a fifth of Bitcoin’s network. These facilities are not tucked away in
Superteam Singapore (@superteamsg) 's Twitter Profile Photo

IGNITION TRANSFORMS STARTUPS! "We met mentors who KNOW THEIR SHIT! They told us what we didn't want to hear and pushed us in the RIGHT DIRECTION." - Chris l MC² & Marine l MC² Finance from @MC2finance, Ignition S3 alumni. Their advice? "If you're building on Solana and want to be among the

Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

Coming from 10years+ TradFI experience let me assure you that they love paperwork which amounts to nothing and very little gets done (Always!). A 50 page strategy deck can take three weeks to draft then take another two weeks for approvals so by the time it reaches the board,

Coming from 10years+ TradFI experience let me assure you that they love paperwork which amounts to nothing and very little gets done (Always!).

A 50 page strategy deck can take three weeks to draft then take another two weeks for approvals so by the time it reaches the board,
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

Jamie Dimon called Bitcoin a fraud and promised to fire any trader who touched it in 2017 when Bitcoin traded near $4,000 and now has completely flipped (irony!) With Bitcoin hovering near $120000 and crypto laws softening in Washington JPMorgan is preparing to lend against

Jamie Dimon called Bitcoin a fraud and promised to fire any trader who touched it in 2017 when Bitcoin traded near $4,000 and now has completely flipped (irony!)

With Bitcoin hovering near $120000 and crypto laws softening in Washington JPMorgan is preparing to lend against
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

The smart money focuses on three things: i) Expected value per trade. ii) Maximum drawdown tolerance. iii) Time to recovery from losses. Everything else is noise.

Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

The worst experience I ever had with my bank was when they once froze a $23k transfer because I typed “crypto” in the memo which was absurd for me. There was literally no warning and it tool around 12 calls over three days and eventually, it was “approved.” Today my Bitcoin

The worst experience I ever had with my bank was when they once froze a $23k transfer because I typed “crypto” in the memo which was absurd for me.

There was literally no warning and it tool around 12 calls over three days and eventually, it was “approved.”

Today my Bitcoin
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

It is absoutely bonkers to me that stablecoins are literally exploding and institutions are swooping in because they cannot afford to be late! In July the sector’s market cap hit $261B which is up 4.87% in a single month. That is 22 straight months of growth which is a streak

It is absoutely bonkers to me that stablecoins are literally exploding and institutions are swooping in because they cannot afford to be late!

In July the sector’s market cap hit $261B which is up 4.87% in a single month. That is 22 straight months of growth which is a streak
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

The Fed just shut down its “novel activities supervision program.” It sounds like red tape removal. In reality, it drops one of the only tools designed to slow banks from rushing into crypto without a seatbelt. The program was born in 2023 after a brutal year: • $2 trillion

The Fed just shut down its “novel activities supervision program.” It sounds like red tape removal. In reality, it drops one of the only tools designed to slow banks from rushing into crypto without a seatbelt.

The program was born in 2023 after a brutal year:
• $2 trillion
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

There might not be an alt season anymore and that is not just a catchy line but a structural shift hiding in plain sight. In the old playbook when bitcoin dominance peaked retail rotated into alts & the cycle repeated but 2025 looks nothing like that. Coinshares shows $29.5b

There might not be an alt season anymore and that is not just a catchy line but a structural shift hiding in plain sight.

In the old playbook when bitcoin dominance peaked retail rotated into alts & the cycle repeated but 2025 looks nothing like that. 

Coinshares shows $29.5b
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

Options expiry weeks are where sentiment becomes math & friday’s $14.6b bitcoin and ether expiry is exactly that. The scale is huge. $11.6b in btc options and $3b in eth which is more than the entire crypto options market was worth in 2020. Today one exchange (deribit) handles

Options expiry weeks are where sentiment becomes math & friday’s $14.6b bitcoin and ether expiry is exactly that.

The scale is huge. $11.6b in btc options and $3b in eth which is more than the entire crypto options market was worth in 2020. Today one exchange (deribit) handles
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

Prediction markets are back in vogue but every comeback needs scrutiny. The money is real this time. Ethereum-native polymarket saw daily volumes topping $10m during the 2024 election where Kalshi cleared more than $1.5b in notional contracts last year across inflation, jobs and

Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

The EU never misses a chance to turn a sandbox into a huge regulatory lesson & Gemini’s new rollout in Europe proves it again (for the Nth time) Staking ETH and SOL with no minimums and daily rewards should be simple. Instead it comes wrapped in MiCA paperwork and MiFID II

The EU never misses a chance to turn a sandbox into a huge regulatory lesson & Gemini’s new rollout in Europe proves it again (for the Nth time)

Staking ETH and SOL with no minimums and daily rewards should be simple. Instead it comes wrapped in MiCA paperwork and MiFID II
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

Last week’s crypto fund flows read like a sitcom rerun. One week it’s +$2.5B inflows the next it’s $352M outflows where trading volumes fell 27% and yet year to date inflows are still $35.2B which is already 4.2% ahead of last year’s pace. Investors are not fleeing the theater

Last week’s crypto fund flows read like a sitcom rerun. One week it’s +$2.5B inflows the next it’s $352M outflows where trading volumes fell 27% and yet year to date inflows are still $35.2B which is already 4.2% ahead of last year’s pace. 

Investors are not fleeing the theater
Marine l MC² Finance (@vcmarine) 's Twitter Profile Photo

We all know that coinbase backed Base network has always branded itself as “a bridge, not an island.” so when it launched in 2023 Jesse Pollak resisted the obvious play: issuing a token. I still remember that the focus was on throughput (sub-second, sub-cent transactions) and

We all know that coinbase backed Base network has always branded itself as “a bridge, not an island.” so when it launched in 2023 Jesse Pollak resisted the obvious play: issuing a token. 

I still remember that the focus was on throughput (sub-second, sub-cent transactions) and