
Head of Crypto @AlpacaHQ. Tokenizing stock and everything Former Robinhood (2021-26), OKX and Pure Knot. Irish Crypto Lad and purveyor of top natch banter
San Francisco, CA
Joined November 2016
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Incoming from @realDonaldTrump "JD is fat, ugly, lame and low IQ"
One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up.
So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us."
Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026.
There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true.
But the real reason we lost is obvious to almost everyone.
Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were:
1) End the war
2) Focus on cost of living/inflation
3) Put America First
4) Change our relationship to Israel
Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.)
In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you.
The reason we lost is the war. The president himself said so last night.
If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest.
But everyone knows why we lost. And any honest conversation about where we go from here must start there.
I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.
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He suuuuuure was
Replying to @JDVance @ImdaVinman
Thanks for acknowledging these things. Better late than never. I’ll send you the hat.
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. @iyoshyoshi talking all things tokenization and the future of money #link2026 #chainlink #linknyc @AlpacaHQ
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The @united WiFi is an utter scam. Don’t think I’ve ever got it to work on a laptop in 30 flights
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Breakdown of #tokenization by chains with Solana leading the race as the highest volume single chain (not combining L2 volumes). Robinhood Chain is just behind with only 4 months since mainnet launch
While 94% of U.S equities are cleared and settled on @AlpacaHQ
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"Bitcoin can’t stop and won’t stop“ This week's @BitcoinMoves is required reading as it breaks down the bullish factors contributing to bitcoin’s run to $18,000 (and then to infinity & beyond?)
blog.okcoin.com/2020/11/17/w…
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Chris Gadek from @AdQuick dropping some knowledge in the @WSJ on the #OOH advertising industry @dappermarketer
Our very own @dappermarketer & @YourOAAA President @annabager share their data and insights on #OOH in Times Square in today's WSJ
wsj.com/articles/times-squar…
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Supplying breaking news with market data is a great way for reporters to offer readers a better overview of the story.
Great to see our client and leading market data provider @EdisonTrends on @CNBC this week. 👏
#marketdata #PR #publicrelations #marketintelligence
Today @OKCoin announced two key additions to their leadership team with Megan (former Coinbase) and @HaiderSF former blockchain.com) joining its SF HQ (to help with its global expansion. Story by @BenjaminPirus @Cointelegraph cointelegraph.com/news/okcoi… #BitcoinHalving2020
We’re going to be glued to this channel starting tonight: all eyes on #bitcoin had the FED makes the money machine go brrr #bitcoinhalving
🎇Our 21-hour BitcoinHalving.com live stream will kick off TONIGHT at 11:59 p.m. EDT!🎇
Where to find our livestream:
@BitcoinMagazine
@bitcoin2020conf
@Bitcoin
@TheLTBNetwork
bitcoinhalving.com
coinmarketcap.com
facebook.com/BitcoinMagazine
reddit.com/r/Bitcoin
1/2 Can you guess what products consumers have been ordering more during quarantine?

🥬Online Spending For Cannabis On 4/20 Doubled in 2020 - Article by @JavierHasse @BzCannabis
benzinga.com/markets/cannabi…
Market data from @EdisonTrends
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🍷Data Measures Pandemic Effects On The Alcohol Market For Today And Tomorrow - Article by @vinofictions for @Forbes
forbes.com/sites/thomaspelle…
Market data by @EdisonTrends
#marketdata #winesubscription #wine #DTC #onlineshopping #marketoutlook
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With Bitcoin Price Surging, What Do Key Trends Say About BTC Halving?
Interesting article and market data from @OKCoin.
cointelegraph.com/news/with-…
#bitcoin #btc #BitcoinHalving2020
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Market Wrap: Bitcoin Edges Up to $7.7K as Mining Power Rebounds - CoinDesk by @danielcrawley23 #bitcoin #crypto coindesk.com/market-wrap-bit…
Uber's food delivery business has surpassed its original car-booking service in the US for the first time.
Article by @OliviaRudgard for @telegraph. Market data from @EdisonTrends : telegraph.co.uk/technology/2…
Despite hard market conditions, Postmates is expanding an aid program for its delivery workers affected by Covid-19.
@MMCandyCheng for @technology. Including market data from @EdisonTrends: bloomberg.com/news/articles/…
#Bitcoin's next #halving isn't expected until May. But two bitcoin cash and bitcoin SV, are due for their halvings this week, offering an advance glimpse of the quadrennial phenomenon.
Good read on @CoinDesk First Mover @Liqquidity & @godbole17 coindesk.com/bitcoins-halvin…
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FinTechs Take On Payment Rail Status Quo.
Article on @pymnts, special mention to @SilaMoney's $7.7 million in new funding co-led by Madrona Venture Group and Oregon Venture Fund: pymnts.com/news/b2b-payments…
A Natural Coronavirus Experiment Is Playing Out In Kentucky And Tennessee.
Interesting read on #SocialDistanacing and #covid19 state responses by @dvergano for @BuzzFeedNews and data from @SafeGraph : buzzfeednews.com/article/dan…
Coronavirus boosts food delivery sales in suburbs: Spending on UberEats, DoorDash, Grubhub and Postamtes was up 10 percent by late March, according to data from @EdisonTrends.
@j_settembre on @FoxBusinessAM foxbusiness.com/lifestyle/co…
Banking API provider @SilaMoney has raised $7.7 million to build out a platform that allows entrepreneurs to easily launch programmable, USD-pegged #stablecoins.
@Nate_DiCamillo for @CoinDesk: coindesk.com/banking-api-pla…








