@JSeyff Yes.
It's going to be near simultaneous soon.
Enjoy tokenization fren
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John Gillen - bitcoinjesus.eth
30K posts
John Gillen - bitcoinjesus.eth
@BitcoinJesusETH
ex BlackRock VP | Host of @MilkRoadMacro Podcast | General Partner - TRU Capital Fund
bitcoinjesus.eth Katılım Nisan 2021
2.8K Takip Edilen2.7K Takipçiler
this is not something my followers care much about because its not crypto or crazy enough but as an ETF nerd i am astounded. Are we gonna get to a point where a stock IPOs and then a 2x ETF launches on the same day?!
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The 2x Cerebras ETF really launched this morning -- Ticker $CBRG. CBRS started trading at 1pm yesterday and we have a 2x ETF trading at 9:30 am the following morning. Crazy fast turnaround. Will likely see the same sort of turnaround for levered SpaceX, Anthropic, OpenAI etc
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John Gillen - bitcoinjesus.eth retweetledi
@JamesEastonUK That's the punchline.
They will.
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@BitcoinJesusETH Genuinely still baffles me how everyone doesn't just buy some 😂
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I've watched this five times on a loop
Bitcoin is hope
Bitcoin is liberty
Bitcoin is truth
HODL
The Wolf Of All Streets@scottmelker
The case for Bitcoin. Send this to anyone who asks why Bitcoin matters.
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This is fantastic.
Thank you @scottmelker for taking a moment to remind us all while Bitcoin matters.
HODL
The Wolf Of All Streets@scottmelker
The case for Bitcoin. Send this to anyone who asks why Bitcoin matters.
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Just completely cut the Daily Wolf off and ranted for 9 straight minutes on why I bitcoin.
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@RaoulGMI @fejau_inc I told him too 😂
Your pieces this week have been great as well!
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In a world of AI verbosity I’ve decided to focus on succinctness of ideas
John Gillen - bitcoinjesus.eth@BitcoinJesusETH
Best thing I've read in macro this week. Short but very helpful context on the recent rally and the mounting pressure on consumers. I've been wondering about this all week. Housing market all-time weakness. Inflation hotter than all forecasts. Delinquencies rising. Credit card debt. Etc. The bull market will continue but the bottom half of the K is getting crushed and the recent lifeline won't last long. Thank you @fejau_inc 👏👏
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@fejau_inc I was thinking about this exact question for two hours in the gym listening to macro pods and then saw this and you just nailed exactly what I was missing haha.
Thanks fren. Looking forward to tomorrow's show!
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@BitcoinJesusETH Glad you enjoyed! More on this in tomorrows roundup too
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Best thing I've read in macro this week.
Short but very helpful context on the recent rally and the mounting pressure on consumers.
I've been wondering about this all week.
Housing market all-time weakness. Inflation hotter than all forecasts.
Delinquencies rising.
Credit card debt.
Etc.
The bull market will continue but the bottom half of the K is getting crushed and the recent lifeline won't last long.
Thank you @fejau_inc 👏👏
fejau@fejau_inc
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This will be ignored until it can't be.
As usual.
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The bond market has been very clear and consistent about its opinion
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Most annoying haircut I've ever seen in my life
Bankless@Bankless
LIVE NOW - The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque. @diogenes of @patagon breaks down how it actually works: - which deals Anthropic blesses and which get cease-and-desists, - why fake share certificates show up in 10-20% of executed deals, - what tokenized equities and pre-IPO perps actually represent, - and the mess of lawsuits and stuck shares coming when Anthropic finally IPOs. Enjoy. -------------- TIMESTAMPS 0:00 Intro 0:40 What is Going on in Secondary Markets? 7:03 How Anthropic Secondary Markets Unfold 14:51 Anthropic’s Secondaries Social Elite 19:00 Emerging SPV Structure 21:51 Accidental Frauds? 27:04 After IPO Consequences 35:13 Private Market Lessons 38:21 Patagon Markets 43:54 Tokenized Perps 44:57 Closing Thoughts
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Just use @chainlink
Zach Rynes | CLG@ChainLinkGod
Every dollar that migrates from insecure bridge infra to Chainlink CCIP is a dollar that avoids joining the billions lost to cross-chain hacks $3+ billion in token value has already migrated to CCIP in the few weeks, bringing CCIP's total secured value to $62+ billion
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John Gillen - bitcoinjesus.eth retweetledi
Every dollar that migrates from insecure bridge infra to Chainlink CCIP is a dollar that avoids joining the billions lost to cross-chain hacks
$3+ billion in token value has already migrated to CCIP in the few weeks, bringing CCIP's total secured value to $62+ billion
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John Gillen - bitcoinjesus.eth retweetledi
HUGE: 🇺🇸 The CLARITY Act cleared the Senate Banking Committee!
This doesn't make the bill law...
BUT!
It gives CLARITY has a real shot at hitting the President's desk by Aug - moving us further away from the days of ‘regulation-by-enforcement’.
Milk Road@MilkRoad
Tomorrow the Senate Banking Committee votes on the CLARITY Act. It will act as a dividing line between what the SEC owns and what goes to the CFTC. This is make or break. If we can't pass it now, we might have to wait years at another chance.
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John Gillen - bitcoinjesus.eth retweetledi
🚨JUST IN: The Clarity Act ADVANCES out of the Senate Banking Committee in a 15-9 bipartisan vote, with two Democrats voting in favor: @SenRubenGallego and @Sen_Alsobrooks.
Next stop: the full Senate.
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