Erick Treviño

Michael Saylor just delivered the most compelling pitch on MSTR to the Wall Street community. Here’s what he revealed (and why this presentation is a masterclass that all TradFi needs to understand ASAP). A 🧵:

@biancoresearch I guess we now know who really controls money supply!!!

Why does this never happen to me!

1/16 A thread on The Mar-A-Lago Accord (MALA). tl:dr Take it seriously, not literally The status quo cannot last. If we do nothing, it ends badly. What is the alternative? Most of it has either already happened, or is underway. We weren't aware of the name.

Wey 🫥

An epic 10 days of Hurricane #Beryl 🌀 The earliest Atlantic Category 4 on record barreled through the Windward Islands. Then Beryl intensified to Category 5 in the Caribbean, and went on to batter Jamaica and the Cayman Islands. Then it made landfall over the Yucatán Peninsula of Mexico, and crossed into the Gulf of Mexico. And finally, Beryl made a Category 1 landfall over Texas.

@TechCrunch Uncanny valley!

Boston Dynamic's new Atlas robot has been revealed, and it's every bit as impressive as it looks. Get the behind-the-scenes story here: tcrn.ch/3vKUeeN

@ChrisZagers @TheEconomist I’m pretty sure the numbers are in real income.

@TheEconomist How does a magazine calling itself the Economist not understand the concept of real income. $20,000 in 1970 is the equivalent of $162,000 today

The average American 25-year-old Gen Zer has an annual household income of over $40,000 a year, more than 50% above the average baby-boomer at the same age. How long will this economic advantage last? econ.st/3xFiLlR 👇

1/13 The street has had a tough 24 hours. Rallied bonds/stocks into CPI, thinking they would miss the consensus (below). Instead, they beat the consensus (above). This morning, they sold off stocks/bonds into PPI, thinking they would beat. Instead, they missed. 🧵

“En consultas con el presidente de México, Andrés Manuel López Obrador, y ante la flagrante y grave violación de la Convención de Viena sobre Relaciones Diplomáticas, en particular del principio de inviolabilidad de los locales y del personal diplomático mexicano, y las normas básicas de convivencia internacional, México anuncia el inmediato rompimiento de relaciones diplomáticas con Ecuador. En este sentido, el personal diplomático de México en Ecuador abandonará ese país de inmediato. México espera que Ecuador ofrezca las garantías necesarias para el abandono del personal mexicano. México recurrirá a la Corte Internacional de Justicia para denunciar la responsabilidad de Ecuador por violaciones al Derecho Internacional”, señaló la canciller Alicia Bárcena.

Lots of you asked about how settlement of #bitcoin txns work in bitcoin ETFs, after the ETF buys (or sells) its BTC and how you can follow along. I'm going to tweet about $BITB specifically in this instance, so for BITB disclosures & prospectus see: bitbetf.com/welcome

How, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 Years In this episode, @EricBalchunas, senior ETF Analyst at @Bloomberg Intelligence, discussed the performance of #Bitcoin ETFs since their launch two months ago. Balchunas noted that the ETFs’ performance exceeded his expectations, with a faster and more intense “second wind” than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the “ETF effect” where the knowledge of incoming flows encourages non-ETF investors to buy. Balchunas also predicted that BlackRock’s Bitcoin ETF would likely be the most successful of the nine new spot Bitcoin ETFs, while also doubting that any of the smaller issuers would bow out. He also discussed the potential for spot Ether ETFs, but was less optimistic about their success compared to Bitcoin ETFs. Timestamps: 00:00 Introduction 01:35 Bitcoin ETF performance in the first weeks 10:38 Bitcoin's rally to all-time highs 15:15 BlackRock: the winner? 18:14 When options will be approved 19:01 In-kind redemptions 19:55 Outflows from GBTC 22:36 Ether ETFs won't have as much demand? 27:01 Approval of ETH ETFs 36:36 Short-term projection for bitcoin 38:23 Long-term inflows in the ETFs 44:23 Weekly recap

Have had a lot of questions about how #bitcoin ETFs interact with the underlying bitcoin market throughout the trading day, when ETF buys and sells impact the spot bitcoin market (and how and when the ETF actually gets its bitcoin). Short thread.

@Ashcryptoreal Is he doing this on purpose?! LMAO 🤣

🚨 BREAKING 🚨 BITCOIN NEW ALL TIME HIGH HAS BEEN CONFIRMED!

Does it feel like #recession to you personally?

The S&P 500 is now 5% higher than where it was when the Fed started hiking rates in March 2022. $SPX

why so many startups parked their money in such an obscure bank?

@flabastida @ChayanneMi @ContactoCitibmx Es de VivaAerobus por consumos durante un vuelo.

@ChayanneMi @ContactoCitibmx @Erick_TC Ya te enteraste de que es? Yo tambien recibi el mismo cargo

Alguien sabe de que es el cargo com rapid rim ato mex? O ya me clonaron la tarjeta @sinpozx @arthurbxp

@markosh100 @britishtradermx Me sabía la anécdota de que muchos habían vendido e hipotecado sus casas por la Bolsa, pero no por Cetes, me preguntó cómo perdieron ahí? El gobierno defaulteo sus cetes? 🤔

@britishtradermx A mediados de los 80's, muchas personas hicieron eso, vender inmuebles para comprar cetes, y la mayoría de ellos terminaron sin miel y sin jícara 🤷🏽‍♂️

@VivaTeEscucha Había un vuelo de Ciudad de Mexico a Mty que estaba retrasado también. Estaban abordando a las 4:45 pm. TENIAN LUGARES DISPONIBLES cuando los pasajeros terminaron de abordar y NO FUERON CAPACES DE ADELANTARME EL VUELO. No les costaba nada y se ahorraban un problema!!! 3/3

@VivaTeEscucha Ninguna de sus señoritas es capaz de ayudar, solo me dicen que espere a mi vuelo y si pierdo la conexión me reagendan al siguiente. Y el siguiente es hasta mañana. 2/3

@VivaTeEscucha increíble que no puedan solucionarme que por un retraso suyo pueda yo perder mi vuelo de conexión internacional con ustedes! Fui a su mostrador y las señoritas parece que solo dan información ya que no solucionan nada! El vuelo VB1352 se retrasó casi 2 horas