Cesare Fracassi

Want to know more about how decisions are made in #Ethereum? Read my latest paper (papers.ssrn.com/sol3/papers.cf…) with @fschaer and Moazzam Khoja. TLDR in 🧵

The great moderation. BTC vol ≈ FAANG vol. The asset class grew up.

Greatly appreciate the time @parkeralewis and @CesareFracassi took to prepare and deliver an excellent debate. We look forward to more events like these in the future! If you missed it, don't worry, here is the link to the recording: youtu.be/kXyZdAq84Iw?si…

A silver lining of this tariff situation is that now most have become supporters of free trade.

@ErikSherman Why are you comparing inflation adjusted income with inflation? Shouldnt you compare nominal income with inflation?

New piece of mine on Forbes: "Will The U.S. Finally Admit That Personal Economics Is A Big Problem?" forbes.com/sites/eriksher…

Easy government access to financial data poses risks to everyone — not just those with something to hide. It can be especially harmful to those with unpopular political views or anyone otherwise in the minority. Read my latest in @thehill. thehill.com/opinion/484719…

1/ When regulation arrives too late, policymakers push the best innovators out by failing to provide them with clarity. That’s what is happening in the United States with crypto, and comes at the risk of the country squandering its lead.

Tether made more money last quarter than Goldman Sachs. Tether: $2.85 billion Goldman: $2.01 billion

6 - Governance decisions influence crypto prices: Ether price increases 12% leading to the final discussion of Core EIPs.

5- The reliance of smart contracts on few oracle and stablecoin providers create reverse dependency and governance veto power.

Want to know more about how decisions are made in #Ethereum? Read my latest paper (papers.ssrn.com/sol3/papers.cf…) with @fschaer and Moazzam Khoja. TLDR in 🧵

So is moderate ETF inflow a bad signal for Bitcoin? No. This is how efficient markets should work.

Bitcoin prices increased significantly over the last few months, as the market became more and more convinced that Bitcoin ETF were coming. Prices increased until the market does not expect significant inflows from the ETF launch.

Inflows into #BitcoinETF have been modest so far (~$1.1B per @EricBalchunas ). Is this a bad signal for crypto? No, if you believe in market efficiency. Let me explain... 🧵