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1/ quick slide rip from my Blockworks DAS talk - Believe in Something this is where it all began. everything we talked about ten years ago when we started building the world's first bitcoin investment firm has come to pass. so why isn't bitcoin a million dollars?

recently been thinking about Richard Craib's controversial decision to sell all his ETH a few years ago prescient stuff 🔮

One of the largest crypto VC firms just published a report on institutional adoption. I was shocked with how much progress is happening that we aren't seeing -- and you probably will be too. I read the 47 page report -- here are the 5 takeaways you need to know 🧵

1/ are we so back? not so fast joined Sonali Basak and Tim Stenovec for some lunchtime tea 🍵 on the latest in crypto markets video here: bloomberg.com/news/videos/20… receipts below

that's my goat right there bless you and your creativity Zeneca.xyz 🔮

Fitting image to say goodbye to our Upside HQ in Cremorne. It’s been an awesome hub for the crypto community and it’s been a pleasure holding down the fort as GM recently. As we shared earlier this month, Upside’s events and community initiatives will continue, just in

Another big win! The FDIC just dropped its 2022 rule requiring banks to get pre-approval before engaging with crypto-related activities. A huge step forward towards innovation and adoption! fdic.gov/news/financial…

13 hours it’s finally finished the STABLE Act is out of the Financial Services GOP with another great bipartisan vote of 32-17! 6 Democrats joined all the Republicans after this marathon of an amendment series. Major thank you especially to French Hill leading this bill and markup!

Just want someone to look up to me the way JD Vance does to Donald J. Trump

Fed cuts without recession are usually bullish. Fed cuts with recession are usually bearish. This was a major talking point in 2024.

Tomorrow could be the 3rd straight day where the S&P 500 falls more than -4% This only happened during the Great Depression ⬇️

This is a crazy stat. Based on the pre-market futures trading levels, the S&P 500 is now down 14% in 3 trading days. This would be the single worst 3-day decline in more than 30 years. That includes the Global Financial Crisis, the Tech bubble, and COVID.

Markets are now pricing in 5 rate cuts (125 bps) by year-end ✂️ Up from 3 cuts (75 bps) just a week ago Historically, cuts with a recession are usually bearish and vice versa

wild to think i had Bitcoin 2025 marked down as a possible cycle top just a few months ago could've seen a world where trump, family members and key cabinet members attended now, i doubt any of them show up

10Y now 4.15%, +28bps from session lows. Insane move

"Negotiations with other countries, which have also requested meetings, will begin taking place immediately."

Joe Weisenthal *gulps*

Another sign of how broken things are ... Since Liberation Day, Crude oil has collapsed 21%. At $57, it is at its lowest level since April 2021 ... or the lowest point since the Ukraine War started in March 2022. As noted above, over the last three days, bond yields are soaring

Good details about Trump’s reaction function in this Times story:

Some of the Collective Shift crew on tour! DT - Head of Member Success (behind us) Alice - My EA Matt Willemsen - Director of Research Coming in hot to Sydney tonight. We are on waitlist, if anyone cancels we’ll let the next registered know via email. Pumped.