jpeyton

Happy to say that I’ll be speaking at Solana Breakpoint. The team at SGB has been building, and I’ll be sharing a preview of a new, soon to launch, capability. If you're there, come for the demo: 𝗪𝗵𝗲𝗿𝗲: Absolute Cinema 𝗪𝗵𝗲𝗻: Dec 11: 17:15 See you there #solanabreakpoint

@Matrixport_EN needed a bank that could move at its pace. With SGB, cross-border settlement dropped from days to hours. Matrixport's clients felt the difference: quicker funding, lower fees and confidence in every transfer backed by a regulated bank. Read the case study to see how SGB helps Matrixport build lasting stability in global finance: go.sgb.com/4pc3cb7

@Ashcryptoreal ETH BTC ratio

BREAKING: 🇺🇲BLACKROCK HAS BOUGHT $318.7 MILLION WORTH OF ETHEREUM. SEND $ETH TO NEW ATH 🚀

@SGB_app Boom. This is much needed. Can’t wait. 🚀

We are launching a new way to move between fiat and crypto instantly. 💸 🕣 No more waiting days for transfers. No more friction. With seamless integration between your SGB account and centralised exchanges, off-ramping is instant and on-ramping is effortless. Fast. Secure. Cost-effective. Anytime you need it. 🔗Sign up for your SGB account today: go.sgb.com/3H9zK52

Excited for this connectivity and what's to come.

@MeetAshCampbell @RaoulGMI So did I. But not enough. Then again, it’s never enough.

@RaoulGMI Lmao glad I bought that dip

The US Government is literally telling you that they are going to kickstart alt season by buying your bags... Something I never thought would be on my bingo card.

@Tweets_By_Cudi Agreed.

The Martha Stewart glide step sketchers commercial already wins best commercial. Don’t @ me

@balajis China has clearly figured out that progress compounds in the same way interest does.

This is the China graph. It’s nothing, and then it’s everything.

(1+2+3+4+5+6+7+8+9)² = 2025

@elonmuskTN If we assume that the picture of the person on the bottom shows them wearing AirPods and a watch, and that having them all together in one picture means we should treat those items as if in parens from an order or operations pov then the bottom row is: 5 + (5 + 10 + 2) * 2 =39

@RaoulGMI Just had dinner at Arca last night. Great food. Not a party scene at all. It’s on the party street so getting there is slow, but worth it.

Any top recommendations for Tulum? A place to have a nice evening but not a nightclub/ full on party scene

@GabrielePacioc1 @WOLF_Financial This is the point. No one’s buying bonds based on the stock as was implied in the thread. Institutional buyers are buying because they are convertibles - so as you say they can be treated as long dates calls. The buyers then hedge by selling BTC futures making this as a arb.

@WOLF_Financial Great thread! Love it. One thing I’d note though is that most of the bond purchasers do not care about the small interest payments they are receiving. They like purchasing the bonds for the implicit long dated call options attached to them. Small detail but yet another tailwind

There’s a lot of confusion surrounding Michael Saylor’s Bitcoin strategy. Allow me to explain exactly what’s going on. This could be one of the best investments of your life 👇

@SmartLayer @msweezey TUI unlocks a lot of opportunity. Super excited about everything you are building. One small point, the GUI was first developed at Xerox Park, not Microsoft. But we’ll go with it.

@SmartLayer Waiting anxiously. Let’s f’in go. 🚀

@SmartLayer This is an early demonstration of what is possible through composability and open loyalty. Need more of this. Thank you.

@RyanSAdams Why do you think a PE of 98 is irrational?

Someone has to say it. ETH price at $2.2k is hilarious. Everyone out here trading "what ifs" this cycle when Ethereum has fundamentals. Let my tell you why $2.2k ETH is stooopid. Ethereum now makes $2.7 billion in annualized profits - the only profitable chain - a P/E ratio of 98 - a slightly more than Amazon P/E of 75 less than Zoom P/E of 153. Ethereum now has entire chains as net new buyers of blockspace this cycle - these are called Layer 2's - last wk five Layer 2 were the top 10 consumers of Ethereum blockspace. Ethereum is deflationary this cycle - last cycle it inflated 3-4% per year and this cycle it'll burn around .5% per year. Ethereum is now further solidified as a monetary instrument - a digital gold - value this as you will - if it had the monetary amplifier of gold it'd already be worth $22k. Ethereum bond holders are now earning 5.3% per year - we call these validators - unlike other chains these are "real returns" not just nominal returns - ETH is the internet bond. Ethereum is likely to get a spot ETF - it's likely only BTC and ETH will achieve this status this cycle opening the door to trillions in locked capital inflows. Ethereum is now fully proof of stake and no longer burns energy to produce blockspace - for traditional ESG investors the ETF Ethereum will be the only one that checks the box this cycle. I could go on. ETH hasn't had its bull market run yet. Idk how long the market will stay hilariously irrational.

Meow Meow 😺! My #smartcat is lonely. Cat #2919192557 is looking for a playdate. Please invite me.

@dhof Feels like the game we called telephone as kids.

using my AI to expand some basic points into a polite email that ur AI will collapse and summarize into some basic points

I am working at Starbucks right now and the barista just called out an order for Spartacus. I hope that's his real name. Everyone in the whole store looked when his name was called out. I love it.

Watching @brandpay_io at @sxswsydney #incredible