Adam

525 posts

Adam

Adam

@adamhaeems

Head of Asset Management @ Tesseract | Cambridge University JBS

London, England Katılım Eylül 2009
1.2K Takip Edilen1.1K Takipçiler
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Tesseract
Tesseract@tesseractcrypto·
Everyone in crypto uses the word "vault." Almost nobody means the same thing by it. Custody vault. Pooled yield vault. Curator vault. Dedicated vault. Four architectures. Four completely different risk profiles. Here's how they actually differ. 🧵
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Adam
Adam@adamhaeems·
@_catwu Needed in windows please
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cat
cat@_catwu·
Claude Code now integrates more deeply with VS Code and JetBrains IDEs. Claude Code can see your open files, LSP diagnostics, and any text you highlight. When Claude Code proposes changes, it'll show you the edits in the editor, allowing you to work seamlessly in your favorite editors.
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Adam
Adam@adamhaeems·
@zerohedge Basis trades…that’s all
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zerohedge
zerohedge@zerohedge·
Ether shorts triple down, going down in a blaze of glory
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Watcher.Guru
Watcher.Guru@WatcherGuru·
BREAKING: 🇺🇸 SEC officially approves all spot Ethereum ETFs.
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Adam@adamhaeems·
@biancoresearch You were bearish about the BTC ETF approval when at 45k too….
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Jim Bianco
Jim Bianco@biancoresearch·
My guess is that ETH will not have the retail Degen adoption that BTC ETF has. So, my concern about the "orange FOMO poker chip" overwhelming ETH is not as great. But it is still a risk. But more importantly, the bigger story with the ETH ETF is that it is part of a massive and unexpected regulatory relief accompanying it. FIT21 passed the House yesterday, along with the SAB 121 vote last week, both on a bipartisan basis, which are huge signals that Proof of Stake is finally getting relief. Martin Gruenberg's resignation from the FDIC is icing on the cake. Operation Chokepoint 2.0 is over! The regulatory relief is so significant that it almost does not matter how much adoption the ETH ETFs get. The regulatory relief alone makes this week a huge ETH (and SOL) winner. And if you really want to see adoption, remove the regulatory uncertainty around Proof of Stake and watch how Wall Street runs to ETH. Wall Street gets this. It is an entire ecosystem with borrowing, lending, insurance, tokenomics, staking (yield), stablecoins, NFTS, primitives, L2s, and on and on. Plenty for them to work with here as opposed to hodl-ing one coin. My other concern is that the ETF will remove incentives for development, as it is easier to HODL in a regulated brokerage account than on-chain. I don't worry about this as much with ETH because it already has an entire ecosystem. For instance, if regulatory relief allows the staking of stablecoins without the fear of a Wells Notice from the SEC, this is a game-changer (hello curve.fi!). Again, stand back and watch Wall Street rush in. BTC does not have this eco-system. It is viewed as a HODL coin without many other options. It is easier and cheaper to HODL in an ETF than on-chain. This works against BTC devs developing a financial eco-system around it. Build it, and they will not come but instead sit in their BTC ETF waiting for the "number to go up." But without building it and getting more on-chain adoption, how does the number go up? BTC chicken/egg dilemma worsened by the existence of the BTC ETFs. In conclusion, a truly great week of ETH. BTC is not dead but will now have to surf in the wake of ETHs coming regulatory freedom. Flippening before the next halving? @TrustlessState @RyanSAdams @nic_carter @EricBalchunas @JSeyff @JuliaLaRoche @natbrunell @nlw @NateGeraci @APompliano @LynAldenContact @profplum99
Quinn Thompson@qthomp

I am looking forward to the dozens of @biancoresearch threads on why the ETH ETF is bad for the asset class

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db
db@tier10k·
SEC TOLD EXCHANGES IT IS 'LEANING TOWARD APPROVING' SPOT ETH ETF'S: BARRONS Source: DB | Coins: ETH
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Tree News
Tree News@TreeNewsFeed·
*LSE TO ACCEPT APPLICATIONS FOR BITCOIN, ETHEREUM ETN ADMISSION: BBG
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ultra sound money 🦇🔊
ultra sound money 🦇🔊@ultrasoundmoney·
BTC supply inflated 480K BTC ($30B) ETH supply deflated 384K ETH ($1.3B)
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Chris Burniske
Chris Burniske@cburniske·
Actively doing nothing is one of the hardest, but most important, skills a long-term investor must cultivate.
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Adam
Adam@adamhaeems·
@RyanSAdams Don’t waste your energy, you guys do a great job.
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RYAN SΞAN ADAMS - rsa.eth 🦄
The day Bankless is bad for Ethereum is the day I leave. Am I blind to this. Is Bankless net bad for Ethereum?
Foobazzler 🇺🇦@Foobazzler

@dcinvestor It’s not just that. It’s part of a long pattern of behavior and bad marketing from the Bankless team, to the extent that people actually think Bankless does more damage to Ethereum than good

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Eric Golden
Eric Golden@Ericgolden·
@Jason Who would you rather have as an advisor to your start-up?
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@jason
@jason@Jason·
Lord, give me the confidence to plead guilty to federal charges, pay a $4b+ fine, and have the audacity to offer myself up as an advisor to startups! 🤦😂🫡 Crypto folks are built different
CZ 🔶 BNB@cz_binance

Today, I stepped down as CEO of Binance. Admittedly, it was not easy to let go emotionally. But I know it is the right thing to do. I made mistakes, and I must take responsibility. This is best for our community, for Binance, and for myself. Binance is no longer a baby. It is time for me to let it walk and run. I know Binance will continue to grow and excel with the deep bench it has. I’m pleased to announce that @_RichardTeng, our now former Global Head of Regional Markets, has been named the new CEO of Binance today. Richard is a highly qualified leader and, with over three decades of financial services and regulatory experience, he will navigate the company through its next period of growth. He will ensure Binance delivers on our next phase of security, transparency, compliance, and growth. Prior to joining Binance, Richard was CEO of the Financial Services Regulatory Authority at Abu Dhabi Global Market (ADGM); Chief Regulatory Officer of the Singapore Exchange (SGX); and Director of Corporate Finance in the Monetary Authority of Singapore. With Richard and the entire team, I’m confident that the best days for @Binance and the crypto industry lay ahead. As a shareholder and former CEO with historical knowledge of our company, I will remain available to the team to consult as needed, consistent with the framework set out in our U.S. agency resolutions. What’s next for me? I will take a break first. I have not had a single day of real (phone off) break for the last 6 and half years. After that, my current thinking is I will probably do some passive investing, being a minority token/shareholder in startups in areas of blockchain/Web3/DeFi, AI and biotech. I am happy that I will finally have more time to spend looking at DeFi. I can’t see myself being a CEO driving a startup again. I am content being an one-shot (lucky) entrepreneur. Should there be listeners, I may be open to being a coach/mentor to a small number of upcoming entrepreneurs, privately. If for nothing else, I can at least tell them what not to do. On that note, I am proud to point out that in our resolutions with the U.S. agencies they: - do not allege that Binance misappropriated any user funds, and - do not allege that Binance engaged in any market manipulation. Funds are SAFU! With that, I look forward to seeing the new leadership take the reins. Please join me in congratulating Richard on his well-deserved promotion. Onwards! CZ

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Balaji
Balaji@balajis·
Second Bitcoin President. Congratulations to @JMilei on his landslide victory in Argentina.
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Adam
Adam@adamhaeems·
@sassal0x Still can’t believe they raised all that money back then. The ICO ran on for a ridiculous amount of time. There was so much hype about it back in the day…such a shame how it turned out
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sassal.eth/acc 🦇🔊
sassal.eth/acc 🦇🔊@sassal0x·
People gave this guy and his company $4 billion worth of ETH in the EOS crowdsale
Daniel Larimer@bytemaster7

Time is running out, #ww3 is here and with it the tribulation and judgment. All of creation testifies of our Creator. Seek Yeshua / Jesus before it’s too late. Repent, ask for forgiveness and accept His sacrifice as a covering of our sin.

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Brad Garlinghouse
Brad Garlinghouse@bgarlinghouse·
The most important part of this ruling: “XRP, as a digital token, is not in and of itself a “contract, transaction[,] or scheme” that embodies the Howey requirements of an investment contract.” This is a now a matter of law (not up for trial.)
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Adam
Adam@adamhaeems·
@telegram @telegram any known issues at present? Telegram has suddenly stopped receiving messages from our applications intermittently over the last 4/5 days.
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Telegram Messenger
Telegram Messenger@telegram·
Some of our users in the Americas are currently experiencing connection issues due to an external power failure. This is expected to be resolved within the next 10-20 minutes. We apologize for the inconvenience
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Adam retweetledi
Raoul Pal
Raoul Pal@RaoulGMI·
Update of Bitcoin vs Global M2 YOY. #Bitcoin
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CZ 🔶 BNB
CZ 🔶 BNB@cz_binance·
Interesting results from @CambridgeAltFin’s research on Ethereum’s energy usage pre and post merge. It shows that post-merge, Ethereum uses much less energy. They say the energy Ethereum uses in a year now would only power The University of Cambridge for 16 days.
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Rocket Pool
Rocket Pool@Rocket_Pool·
The latest Rocket Pool bi-weekly update is out now on Medium - catch up with all the latest protocol happenings in the run-up to the Atlas upgrade. Then tune in to our community call Twitter Space in a couple of hours to discuss with the team & community! medium.com/rocket-pool/bi…
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Jim Bianco
Jim Bianco@biancoresearch·
The Fed updated their balance sheet ... now ~two-thirds of QT has been reversed.
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Alphachain Traders
Alphachain Traders@AlphachainC·
Following Silicon Valley Bank's collapse, it took just 10 days for markets to completely reverse their expectations on where the Fed will take interest rates. What are your thoughts? #InterestRates #TheFed #CentralBank
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