@plaintext_cap Prev: @grayscale, @ikigai_fund, @messaricrypto. ~nidber-filbur Opinions are my own. Not investment advice.
Joined October 2011
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looking at spot prices for gpus hasn't been a good signal for a while. hugely reflexive.
gpu buyers see slowing capex and adjust their own demand forecasts > sellers begin to lose pricing power so they cut prices > falling prices give buyers reason to wait > prices fall further
Phil Bonello retweeted
Here's our plan for quantum-safe, unlinkable, rotating taddrs. Possible with Zcash, today.
While others are worrying about the viability of rotating transparent addresses, we're already solving linkability.
zakura.com/engineering/trans…
Phil Bonello retweeted
Tokenized equities just crossed 1% of stablecoin supply.
I expect this ratio to grow massively from here.
Even if stablecoin supply compounds at 40%+ annually, I think tokenized equities could surpass stablecoins in onchain supply within the next three years.
A lot of the stack will benefit from tokenization, and there will be many winners. But one thing seems increasingly clear: stablecoins will be one of the biggest beneficiaries of tokenized assets.
Phil Bonello retweeted
INTEL: CFTC Chairman Selig says markets must prepare for "mass tokenization" of stocks, bonds and collateral
Phil Bonello retweeted
Last week Zcash saw its highest transfer volume since 2021, it's second highest week ever, settling over $23B in value.
Phil Bonello retweeted
Public Beta now live on @base 🔥
Kelly-optimized leverage for buy-and-hold investors.
First Bitcoin, then stocks.
one of the best setups at the moment. bled over the last few weeks and cleared most of the OI buildup. for how all the talk about durability, it's one of the most durable businesses in crypto
this is great. rate hike probably the right thing to do to improve confidence in fed independence and gives reason for long end yield to come down. hedge fund positioning at historical lows. crypto has held up relatively well through a couple weeks of nerves. becomes a buy the news event
