James Seyffart

Big news! We just launched a new function that allows @TheTerminal users to analyze the US asset management industry in a fully customized fashion. I've personally been working towards doing this for 8 years and today's the day. Here's a sample of US fund market share since 2006

Good morning $BTC back on the move 🛫 We’ve got @JSeyff joining us on @DailyStackHQ here shortly to unpack all things ETFs. Will we crack $85k this week?

@bryan_spreitzer It’s just a standard long run lol. Not a race or even workout. But Idk exact. I’d guess like ~3 min prolly ?

@JSeyff Average elapsed pace or the data can be manipulated. How much stoppage time on this run?

Sunday Funday. Still struggling with IT Band issues 😞

@Henry_20XX 🫡

@JSeyff The perfect Tweet. Well done

@Shtihmas11 It should’ve gotten old though. Defying gravity lol

@JSeyff Still cracks me up every time

Genuinely shocked the whole “Marco Rubio realizing he has to do another job” hasn’t gotten old. But it actually hasn’t gotten old yet. Hahahaha

(At least for me) It’s admittedly slowing down but still gives me a chuckle almost every time I see some variation of it.

@NorthernJoints Yuppppp. Started a couple months ago. Ended up having to give it a break for a little while. Working through it still.

@JSeyff Recurring problem or new? Can be such a nagging issue that is as hard to deal with mentally as physically.

It’s almost like there’s a weekly audio log of your views and you can see all of this written on your x account. But don’t forget — if you change your view and flip bearish to bullish on something or vice versa. This means you were completely wrong. You cannot change your mind even if the market changes.

We’re not like a collective mind or something…. We’re three people with different opinions on different things that talk about markets every week. I always find it so weird when people treat us as one entity with a single opinion. Super odd. I’ve been extremely bullish stocks and specifically Ai related stocks for over a month now and have been very clear about it on my X account here and presented the thesis on the roundup. What more do you guys want…?

Unlearning Economics Guy: Mainstream economists are all just shills for capitalist exploitation and the entire profession is toxic! We should dismss everything their research says because it's driven by market fundamentalism and corrupt, rigged models that I don't have to answer or respond to! Me: The Unlearning Economics Guy sounds like a crackpot, and I don't see any evidence he's done any of the necessary research to substantiate his claims. It's just a bunch of declamatory internet manifestos that call names and repeat long-debunked tropes. Not worth my time. Academic Left: How dare you not respond to the Unlearning Economics guy's internet manifestos! Your dismissal of him is toxic and snobbish!

@cliffcornell_ Few

Just came up with an alternative FIRE plan.

@buxdabomb The best. My friends and I quote it way more frequently than anyone should quote anything hahahaha. My boss is also a massive fan.

@JSeyff I think you should leave ftw

@Todd_Sohn @isabelletanlee @daniburgz @mattmiller1973 @BloombergTV @grok Too bad he deleted his twitter

@isabelletanlee @JSeyff @daniburgz @mattmiller1973 @BloombergTV @grok It’s Athan

So this morning i joined @daniburgz & @mattmiller1973 on @BloombergTV to talk about prediction markets ETFs that are likely launching next week. While waiting to go on set I asked @grok for a summary & insights just to make sure i didn't miss anything. This was the response haha

There's a metaphor about value vs growth in here somewhere

@fejau_inc My god. I am never deleting this app. Lmaooo

@DaveNadig @daniburgz @mattmiller1973 @BloombergTV @grok I just think we’re gonna have a whole host of competing DCMs in relatively short order and am expecting this market to “grow up” quickly. I also think the ETF ecosystem itself might force it to grow up quicker than otherwise. That said — I 100% agree with your last sentence lol

@JSeyff @daniburgz @mattmiller1973 @BloombergTV @grok In this market, you really have to have more than good vibes. This is a LOT of counterparty risk to a single, relatively new company, with nobody at the regulatory helm. Most likely, it's all fine. But I can't tell you if the tail is 10% odds or .01% odds.

@KeramasMarComms @roundhill @Todd_Sohn They will functionally go to zero. Yes. But not completely

@JSeyff @roundhill @Todd_Sohn will one of these not go to zero? If so, it seems interesting that full loss would be approved.

@DaveNadig @daniburgz @mattmiller1973 @BloombergTV @grok Yeaaaaa. I wouldn’t ever call kalshi defi.

@JSeyff @daniburgz @mattmiller1973 @BloombergTV @grok Every point of failure in the ecosystem is the same player right now: Kalshi. All the risk has to be offset there, all the trading has to happen there, all the (snort) regulation, all the liquidity, and ultimatley, adjudication. It's the most anti-DeFi product ever.

@nic_carter @daniburgz @mattmiller1973 @BloombergTV @grok Self referentially feeding us back our own bullshit. We’re doomed.

@JSeyff @daniburgz @mattmiller1973 @BloombergTV @grok This happens to me a lot I think Claude is trying to be nice or something