1/ On SBF & FTX I think this is not going to be a hugely long thread (I think). It is not going to be hugely insightful for anyone deep in crypto. But maybe it will help as a reference to our friends in the media who are struggling quite a bit with this topic

In "PEMDAS", I argue why $BTC has bottomed, and what types of #crypto assets to hold while we patiently wait for money printer to go brrrrr once again. bit.ly/3W5tLjg

#ChatGPT as massive deflationary force. Instant structural macro change. Interest rates eventually go back to zero. Fiat currency returns to devaluing vs #BTC Massive change coming and just started 1 wk ago. Fall down the rabbit hole. Figure it out. hbr.org/2022/12/chatgp…

All about the new dot plot in today's FOMC. Powell had anticipated we would see higher dots. The median expected FFR (the dots) at the end of 2023 went from 4.6% to 5.1%. > federalreserve.gov/monetarypolicy…

Little holiday season pick-me-up

The SEC is proposing a modification to the Custody Rule that impacts crypto. Here are the winners and losers: 1. Big Winner: Anchorage - the only national bank that can custody crypto. Anchorage has a monopoly. 2. Cowen: Bank backed Prime Brokerage. The first bank to do

2-0. #GoHoos⚔️

Getting lots of questions re stablecoins & SEC: Facts & circumstances of course, but SEC should defer to Congress, which is actively considering the issue. In the meantime, we & other regulators could hold public roundtables. Enforcement actions aren't the way to write the rules.

A year ago this week…still mind boggling how much has changed in crypto over this time.

Friday Night OPACY. Your 1st place Baltimore Orioles. Pure electricity.

One last time. Rest in peace Alex Collins: youtube.com/watch?v=74yM1C…

Merry Biffmas, one and all 🎄 And to all a good night! #NSD24⛏️

Geez, he sure looks the part….

The Man in the Red Bandana On every 9/11, we remember the heroism and bravery of Welles Crowther. A lacrosse player at Boston College, Welles had experience as a volunteer firefighter, and gave his life saving as many as 18 people on that fateful day.

The game has changed These are four of the most connected individuals in the US and they are telling you the lifeboat is #Bitcoin. This comes after PTJ and SDm this week. BTC continues to get mentioned in the same narrative as gold. This leads to a self fulfilling prophecy.

Awesome spending a few days in Baltimore with Coach Harbaugh and the Baltimore Ravens

2,000 rushing yard season for Derrick Henry and you won’t convince me otherwise 🎥: Derrick’s IG

This is it! Why he is loved as a coach why he was able to get the most out of unique group of great talented men. Celebrates the unique qualities and abilities of each person. Great coach!

Ravens QB Lamar Jackson reminisces on his time with Joe Flacco “How cool he was…how funny he was. I don’t know if people know, but Flacc’s funny, dog. He used to have me rolling. This man just say stuff so nonchalant. He’s a great person to be around”