Director, Head of Lending @GenesisTrading a @DCGco company. Formerly at Bridgewater Associates. #bitcoin

New York, NY
Joined March 2017
👀 $HNT - $2B market cap asset trying to decentralize telcom in an industry where the existing duopoly = $400B - Largescale VC backing and commitment - Fast-growing network, $100k/day in data credit spend on trailing 30-day basis
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Many tradfis see 8-10% rates on USD in crypto and are chomping at the bit to lend into this market (understandably so). That being said, I think going long rates will be a much better trade in Q4 for those with good visibility/connectivity. The upper bound of arb-ROI is too high.
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Makes sense that borrow costs are in the 5-10% range on USDT/USD pair.
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What probability would YOU assign to the $USDT $1.00 peg collapsing? Like really collapsing.
22% 0%
50% 1-10%
10% 10-25%
18% 25%+
133 votes • Final results
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Sobriety to earn model?
the future is non alcoholic.
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Great time moderating at #Medici21 with awesome panelists @tarunchitra @caseykcaruso and @KariyaKanav. Proud of @adam_winnick for hosting another baller conference.
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Crypto doesn’t wait for anyone.
RECORD BREAKER: $BITO assets up to $1.1b after today, making it the fastest ETF to get to $1b (2 days) breaking $GLD’s 18yr old record (3 days), which is poetically apropos.
Show this thread
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Hearing a lot of this. Even if BTC sells off or becomes range-bound, expect cash rates to stay healthy. Natural bid on CME futures.
Under-appreciated 2nd order effect of futures-based ETF - Adds to buy pressure on futures, making basis trade more profitable, which fuels demand for borrowing for this trade, and sustains the high yields available on stablecoins.
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Great hitting teams in baseball seem to always prevail in the playoffs. Pitchers are always looking to quell chaos/volatility, but the chaos always seems to find a way. The Dodgers or Red Sox will win it all. Bats + chemistry. #MLBPlayoffs
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Hope for mainstream adoption in the form of a $BTC ETF is priced in. The form in which that happens is mostly irrelevant. For now at least.
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Insane growth on $SOL
Phantom is adding 100,000 new users per week and we're not even on mobile yet! 🙀
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Going to be honest - I haven't visited @MessariCrypto's site in a long time until today and DAMN. Incredibly impressive stuff in only a few years. Bullish on @twobitidiot. Bloomberg of crypto?
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If the $USDT $1.00 peg somehow really broke down, what would be the floor?
38% $0.80-1.00
13% $0.50-0.80
20% sub $0.50
28% $0.00
127 votes • Final results
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inevitable
Cool animation from artist Jon Noorlander…. “Bitcoin vs Fiat.
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As much as I love Williamsburg, there is an energy shift that happens the second you cross that bridge back into NYC. The city brings you to life. No place like it.
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First Crypto & Coffee event was a success. Open invite to anyone in Williamsburg or LES of Manhattan for next month's event. Details TBD.
Great attendance for our first Crypto & Coffee. Next month’s location TBD! @MattBallen4791 @roshunpatel @CraigBurel @SamSpratt @nico270 @vishalkgupta
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all eyes on dominance. #BTC
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well said!
A lot of people think the world is going to externally bring forth opportunities to you. The reality is that the world owes you nothing and you build your own reality from the inside out.
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Imagine betting against a community of people with this conviction, against an asset that has the potential to rip your face off and against one of the most exciting developments in financial technology ever? #BTC
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