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J/\ck
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J/\ck
@JackSimison
Venture @Nascent. Former Venture @Coinbase, Ops + Research @Visa. Views my own. NFA
San Francisco Katılım Nisan 2015
788 Takip Edilen1.2K Takipçiler
J/\ck retweetledi
Coinbase deal from HL side had very little to do with stablecoins btw
This was a political tie up
zoomer@zoomerfied
[ ZOOMER ] CME AND NYSE ARE PUSHING THE US TO REGULATE HYPERLIQUID, DUE TO CONCERNS ABOUT MARKET MANIPULATION AND SANCTIONS EVASION: BBG
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Guys can we be serious and not post embarrassing stupid nonsense like this. It only hurts the business cause you’re actually pushing for.
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The new Definitive Mobile App is LIVE.
Access pre-IPO markets 24/7.
Trade BTC, ETH, SOL with 0 fees.
Swap any token to any token.
Every asset. Every chain. One app.
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Prophetic is on a mission to transform how humans dream.
Meet Jack. One of the first to experience lucid control and awareness in his dreams from the Prophetic Dual.
We are excited to bring this capability and more to billions of humans.
User interview #2 @JackSimison
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@PropheticAI Hard to find novel experiences, Prophetic has the potential to provide an unlimited number
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The first circumnavigation of Earth was a quantum optimization problem without a quantum computer.
270 sailors left on Magellan’s Victoria. 18 came back.
@nolimithodl is backing @quipnetwork to bring quantum annealing to crypto-native coordination problems.
⏢brianbreslow@brezshares
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@BlinkCashX Can attest, I traded my first born with @BlinkCashX — never going back
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Stablecoins
Dollars
Gold
Robux
Bitcoin
Birkin bags
Memecoins
Pokemon Cards
Whatever you call money, Blink will let you use it.
Join the waitlist blink.cash
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@BlinkCashX Proud to be backing y'all to enable the easiest user onboarding experience in the game
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SpaceComputer to conduct on-orbit test of secure computing infrastructure spacenews.com/spacecomputer-…
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Kiln v1.0 is now live. We've been busy — 750+ MCP tools and counting.
Spawn an object into existence. @kiln3d is how AI agents make real things — safely, on any 3D printer
Control 45 printer models by @BambulabGlobal @Prusa3D @Creality3dP @OctoPrint3D @Elegoo_Official & more 🖨️
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Ethena Whitelabel stablecoins just crossed $200m in total supply for the first time, now sitting at $240m across USDm, jupUSD, and suiUSDe collectively.
From $0 to $240m in 3 months
Ethena@ethena
$150 million in $USDm supply on @megaeth The first Ethena Whitelabel stablecoin to hit 9 figures MegaEthena 🐇
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The end of an era.
God speed king.
Kalshi@Kalshi
JUST IN: Jerome Powell to deliver his last FOMC meeting today
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J/\ck retweetledi
Paul Tudor Jones says the US is more dependent on equity prices than ever, and explains what a 35% correction would trigger in the economy:
"We're 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%.
If you think about the periodicity of significant bear markets. Since 1970, we get a mean reversion about every 10 years.
Let's say mean revert to the past 25 or 30-year PE. That would be a 30, 35% decline. Well, 35% on 250% of GDP is 80, 90% of GDP.
10% of our tax revenues are capital gains, they go to zero. So you can see the budget deficit blowing up. You can see the bond market getting smoked. You can see this kind of negative self-reinforcing effect.
In the stock market, we're over-equitized as a country. We have the highest individual equity weightings in the history of the country.
And then the real problem is if you look at private equity in 2007-2008, that was about 7% of institutional portfolios. Now it's about 16% of the institutional portfolios. We're so much more illiquid than we were in 2008.
The problem is that if you buy the S&P at this current valuation, the 10-year forward return is negative when you buy the S&P with a PE of 22. That's what history shows.
So yes, the S&P is spectacular long-term, if you have a hundred-year view. But that's because that's an average of a hundred years, including times when the S&P 500 PE was 6, 7 and 8, or one third of what it is right now.
Valuation matters a lot, and the stock market's really high and it's gonna be really hard to make money from here with any kind of long-term view."
Patrick OShaughnessy@patrick_oshag
My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness
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