Steven Ehrlich retweetledi
Steven Ehrlich
7.7K posts
Steven Ehrlich
@Steven_Ehrlich
Head of Research and Comms @Sharplink $SBET | Host @bitsandbips - The Interview | fmr Rsch. Dir. @Forbes, @krakenfx @Citi, @BoozAllen, US DoD, #flyeaglesfly
Pennsylvania, USA Katılım Şubat 2011
2.2K Takip Edilen11.4K Takipçiler
Steven Ehrlich retweetledi
Steven Ehrlich retweetledi
Back at it with the guys at @touchgrass_pod. This time we did a primer on how DATs form, the difference in financialized yield versus what we are doing @Sharplink with a native yield focus, and the financialization machine @saylor built, most recently with the $STRC prefered.
Rachit Agarwal@rachit
DATs 101 ft @sheffieldreport, CIO @Sharplink everything related to DATs, condensed into one episode as of March 13th - Sharplink owns 869,154 ETH key timestamps - 0:45 - Sharplink's recent earnings call 3:15 - how to start a DAT? 13:13 - evolution of DATs + the @Strategy structure 16:13 - what is STRC? 22:22 - the pioneer, mr @saylor 25:22 - how long can Saylor keep this going? 28:35 - implications of a single entity holding too much asset supply 32:15 - when a single entity holds too much ETH supply 33:49 - is the public face of the DAT important? 36:45 - most DATs are US centric, does that shift crypto's global appeal(?) 39:00 - Sharplink's approach in current market conditions
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Steven Ehrlich retweetledi
Oil surged, bonds broke, Bitcoin rallied.
On this episode of @bitsandbips , @baehr breaks down for @Steven_Ehrlich why crypto held when nothing else did, and whether the hedge status survives Q2. 🎧
Timestamps:
🚨 3:18 Why Bitcoin is rallying as a safe haven amid oil shocks
💰 8:31 How to read the VIX when geopolitical risk is priced in
🔄 13:31 What if tech equities are the new safe-haven trade?
🏛️ 22:50 How 24/7 crypto markets are reshaping traditional finance
⚖️ 27:27 Whether perps can replace traditional futures for institutions
📊 32:17 Where smart money is rotating in crypto right now
🎯 38:08 How portfolios should adapt to inflation and midterm risks
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Steven Ehrlich retweetledi
Did Bitcoin just pass its first real safe haven test? @baehr thinks the "base camp" at $65K-$71K matters more than the 4% rally. Stability through crisis, not a pop, is the signal.
Check out his full interview with @Steven_Ehrlich
unchainedcrypto.com/bits-bips/bits…
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Steven Ehrlich retweetledi
Steven Ehrlich retweetledi
@realDonaldTrump announced that Kharg Island was bombed. 90% of Iranian crude oil exports flow through that island. Some say that the U.S. takes these actions on the weekend so that markets aren’t spooked. Because they are closed…
That was then. But now we have crypto. Now we have @HyperliquidX.
Now we have 24/7 markets.
If you are a fiduciary than you must have access to markets if they are available 24/7.
Otherwise, how can you be a fiduciary?
That’s why tokenization will win.
That’s why stablecoins will win.
That’s why every CEX will need to be 24/7 to survive.
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Steven Ehrlich retweetledi
Steven Ehrlich retweetledi
Genius Act-complaint stablecoins on Ethereum are the ultimate form of digital Dollars
🇺🇸🇺🇸🇺🇸
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On this day in 2018, the Phillies signed SP Jake Arrieta to a three-year, $75 million contract.
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Team USA Survived Their Big Mistake And Advanced to the Quarterfinals. See the link in the comments for the story.
📸 Photo by Kenneth Richmond/Getty Images
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Steven Ehrlich retweetledi
Steven Ehrlich retweetledi
Steven Ehrlich retweetledi
Looking forward to @Sharplink earnings call at 8:30am ET this morning. You can join here:
event.choruscall.com/mediaframe/web…
Sharplink@Sharplink
2025 was a foundational year for Sharplink. We launched and began executing on our Ethereum treasury strategy. Year-end snapshot: → 864,597 ETH held in our treasury → $28.1M in revenue → 46% institutional ownership Here's how we got here 🧵
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Steven Ehrlich retweetledi
War in the Middle East. Rate confusion. A stablecoin bill stuck between banks and crypto.
And yet: @HadickM says the long-term setup for crypto is "as good as it's ever been."
Institutional flows, tokenization momentum, DeFi finally showing product-market fit. He unpacks all of it on @bitsandbips. 👇
Timestamps:
🚀 0:00 Introduction
🌍 01:00 — What crypto's price action through the Iran strikes actually revealed
📈 04:09 — The confusing rate signal: what it means that yields went up while the dollar rises
₿ 07:44 — Why Rob says crypto's long-term outlook is the best it's ever been
🕯️ 18:48 — Downside protection: is the market mispricing Iran risk, and what can traders actually do?
📊 21:59 — How tokenized assets and 24/7 markets are reshaping weekend trading
📺 26:49 — One or two markets or signals to watch over the next few days
🏙️ 29:58 — What the war means for crypto hub Dubai, with Token2049 on the horizon
🏛️ 34:13 — Whether banks can ever accept a yield compromise on stablecoins for the Clarity Act
🗳️ 45:52 — Whether any provisions for ethics will make it into the bill
💼 48:05 — Why Dragonfly raised $650 million now and what they’re betting on
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Steven Ehrlich retweetledi
Enjoyed this convo with @Steven_Ehrlich - a bit of this is already outdated because the situation with Iran has changed the last couple days, but overall very positive on the future of where we are going.
Laura Shin@laurashin
War in the Middle East. Rate confusion. A stablecoin bill stuck between banks and crypto. And yet: @HadickM says the long-term setup for crypto is "as good as it's ever been." Institutional flows, tokenization momentum, DeFi finally showing product-market fit. He unpacks all of it on @bitsandbips. 👇 Timestamps: 🚀 0:00 Introduction 🌍 01:00 — What crypto's price action through the Iran strikes actually revealed 📈 04:09 — The confusing rate signal: what it means that yields went up while the dollar rises ₿ 07:44 — Why Rob says crypto's long-term outlook is the best it's ever been 🕯️ 18:48 — Downside protection: is the market mispricing Iran risk, and what can traders actually do? 📊 21:59 — How tokenized assets and 24/7 markets are reshaping weekend trading 📺 26:49 — One or two markets or signals to watch over the next few days 🏙️ 29:58 — What the war means for crypto hub Dubai, with Token2049 on the horizon 🏛️ 34:13 — Whether banks can ever accept a yield compromise on stablecoins for the Clarity Act 🗳️ 45:52 — Whether any provisions for ethics will make it into the bill 💼 48:05 — Why Dragonfly raised $650 million now and what they’re betting on
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Steven Ehrlich retweetledi
Just got back from an energizing trip to Hong Kong, South Korea, and Japan.
The depth and vitality of ETH interest across these regions is real and accelerating.
Here's what I saw, and why it matters. 🧵
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Steven Ehrlich retweetledi
Steven Ehrlich retweetledi
The strikes happened. Charles Myers laid out exactly what was coming — and now he’s the person to tell you what markets are still getting wrong.
@Steven_Ehrlich sat with him hours before it happened. His full breakdown of what comes next is on @bitsandbips. 👇
Timestamps:
🧩 02:45 – Iran, Venezuela, the Fed, SCOTUS tariff ruling — how do you make sense of all of it at once?
🦅 04:13 – America First was always a foreign policy — the most expansionist administration since George W. Bush
📉 07:26 – Gold surging, Bitcoin lagging: where are global investors hiding in a world of turmoil?
🔒 11:52 – Which guardrails are actually working on Trump
🛢️ 16:32 – What the strike actually means: limited hit vs. shock and awe, and why oil is going higher than markets expect
🎲 20:23 – Polymarket odds on Iran strikes, the insider trading problem, and the Don Jr. bet at 1%
🌎 26:18 – Venezuela, the Monroe Doctrine, and the Trump administration’s strategy to push oil to the low $50s
🤖 30:48 – OpenAI’s $110B raise, a possible government backstop, and the AI displacement trade
₿ 36:22 – The unpopular crypto take: Bitcoin didn’t rally on Iran risk — and that proves it’s not a safe haven
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