Otavio Fulsend

@intangiblecoins @edstromandrew On chain metrics are about investor behavior Given how much the investor base has changed over the past few years, I wouldn’t put too much confidence in the historical signals

@edstromandrew here’s my list as of yesterday

I started tweeting a list of top signals before calling the #Bitcoin bear market last November. I guess I should probably start my list of bottom signals so that I'm prepared when it's time to call the end of this bear market. Should I start writing my list yet?

@JoshMandell6 Thank you for your service Josh nypost.com/2026/06/22/hea…

@spotgamma Completely irrelevant. They froze sanctioned stablecoin addresses with the help of Tether, which happens all the time. Stablecoins are centralized.

this matters more to $BTC and crypto than $MSTR selling

@PrivacyEthereum Is there a reason why @DuskFoundation is missing? I’m sure @HeinDauven is willing to answer any questions you might have

5/ This initial version covers 17 protocols: Railgun, Tornado Cash, Zcash, Monero, Privacy Pools, Hinkal, Intmax & more Coming soon: more Ethereum protocols, L2s and alt-L1s. Check out the dashboard here 👇 private-transfers.pse.dev

Have you ever wondered how does Railgun differ from Privacy Pools? Zcash vs Monero? Today you answer that by piecing together docs, blog posts, Twitter threads and code We built the Private Transfers Dashboard to make it easy🧵

@conksresearch @Rory_Johnston European confirmed

@Rory_Johnston on a Sunday? come on man

oh you’re blocking the strait of hormuz well I’m blocking the strait of malacca

@recmo @EUdigitalID @NoirLang Not a fair framing

The EU @EUdigitalID picked @NoirLang for their ZK identity app, and you should too! github.com/eu-digital-ide…

@blockworksDAS @drwconvexity @DRWTrading Not an issue on @DuskFoundation, am I right @HeinDauven?

"MEV — that ability for people to reorder transactions to extract value, something that happens on top of Ethereum and Solana — that's just not suitable for financial markets." @drwconvexity @DRWTrading

@Citrini7 How is that your takeaway? First, there are many, more accurate indicators to gauge positioning as you're well aware. Second, they weren't 'upset', to the contrary they saw it compelling enough to warrant a response

In hindsight, the entire financial establishment being upset at us alluding to the mere existence of a bear case probably was not the most bullish thing that’s happened this year and maybe had some signal value as to positioning.

@kellyimpactzone @EU_Commission Do we have any indication blockchain/DLT could be included in the Package?

On 15 April, the @EU_Commission will present a set of new legislative proposals to make Europe less reliant on foreign tech. This so called Tech Sovereignty Package includes: - new Cloud & AI development Act - revision of the European Chips Act - the EU’s open source strategy - strategic roadmap for digitalisation & AI in energy (incl labelling scheme for data centres)

The Dollar yesterday fell back to its recent lows against EM, even though core PCE inflation came in hot and the SCOTUS decision should have lifted it. Regime change for USD is upon us. Things that ordinarily lift the Dollar no longer do so. This is big. robinjbrooks.substack.com/p/regime-chang…

Nearly 7X oversubscribed; Credit seems comfortable with the AI debt, unlike fintwit

Tourists are "worried about Warsh" but the Bond Market isn't

RATE CUT ODDS RISE: Two cuts are now baked in fully to Fed funds futures for this year, in the wake of Kevin Warsh being tapped to lead the Fed. The yield curve, the spread between the 2-year and 10-year, has steepened by another 3 basis points heading into the nomination.

Between Bessent & Warsh, you have two proteges of Stanley Druckenmiller in the most powerful finance posts in government.

Just wanted to highlight this again: In my opinion, it is a misperception to assess Warsh as a hawk compared to his competitors, Rick Rieder and Chris Waller. Warsh is very close to the Trump family, and I think the reason he is getting the nod is that Trump wants someone he is sufficiently close to so that he can actually “control the narrative.” Warsh may end up being more dovish than the other candidates accordingly; he has proven to be willing to show flexibility around his own views, to say the least.

If Warsh truly buys into the administrations ‘disinflationary productivity,’ he’ll be just as dovish as Hassett would’ve been

@jvb_xyz They say it is public, it’s not. They say it’s permissionless, nope. They say there was no premine while the Insti’s got block rewards for 18months before listing.

@jvb_xyz Which means there is no demand for the coin. This in addition to not having governance rights and not being able to stake. Worst type of scam I’ve seen in tradfi.

Canton: “Is there money? Should I try to buy in somehow?” No. if Goldman Sachs is promoting a shitcoin, assume there’s negative alpha for you. GS doesn’t leave value on the table. Ever. Even when it would make sense to share upside with customers, they don’t. Goldman is a Giffen Good. People get knifed internally for inadvertently leaving a penny here or there. All banks think this way, but none are as good at DRINKING YOUR MILKSHAKE as Goldman. “Bank chains” like Canton Network are fucked (for you), stay away.

Rieder would be positive for all assets, but dollar negative. More importantly, he sees that rates have a limited impact on the economy, can actually be stimulative, and acknowledges the links with fiscal. He is a good pick for a fiscal dominant regime. fedguy.com/modern-fed-cha…