Martha Reyes

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JUST IN: Fidelity's Chris Kuiper presents "The Investment Case for #Bitcoin" to corporations interested in adopting BTC 💥 "Bitcoin has more good volatility than bad volatility," there is "opportunity" here 🚀

IRS: "STAKING REWARDS ARE INCOME" Today the IRS issued Revenue Ruling 2023-14 confirming its view that consensus-layer staking rewards are taxed at FMV when the staker has dominion and control over them (i.e., the ability to sell them). A brief🧵...

@TaviCosta And the BCB has paused its tightening cycle and may even be able to ease later this year.

Brazilian stocks are historically cheap with a total market cap that is approximately 50% of its money supply and less than 35% of its GDP. Previous instances of such low valuations have presented excellent long-term investment opportunities. To provide context: The overall market capitalization of US equities today represents 216% of its money supply and 156% of its GDP. Despite concerns among certain investors regarding the current political leadership, Brazilian markets have consistently outperformed US equities in the last couple of years. Brazil’s macro and fundamental case is compelling, and this is likely the beginning of a multi-year trend.

@dlawant A perfect Sunday backdrop

Mood. A match made I heaven: The First Lady of song and the American Bach. Enjoy your Sunday!

Another great Soros short. Wonder how he’s positioned on CS.

My thoughts on today's Kraken settlement: sec.gov/news/statement…

VIX < 18

@SJosephBurns Sense of humor

What is a sign that someone is intelligent?

@tashecon So true, I’ve had that experience. I used the Uber app when there. It’s the same taxis.

Istanbul taxi drivers - do they rip locals off as badly as foreigners? First hard to find any who actually want to go anywhere. Then they complain about traffic, seem not to know directions. Anything to avoid going on metre.

@MacroAlf Not directly related but reminded me of “he’s an SOB but he’s out SOB.” Roosevelt on Somoza? Same principle, though.

“The US Dollar is our currency, but your problem” - John Connally, US Treasury Secretary in 1971. True in 1971. Still true and even more so in 2022. Investors that understand how our $-centric global monetary and credit system works have an edge through macro cycles.

@LynAldenContact Yes, it reminds me of my Brazil days, trying to track how much it would rain and where!

May Europe have the mildest winter in history. 🙏

The hard part isn't getting natgas down briefly with unseasonably warm weather, with industries shut down, and good storage. The hard part is getting it to stay down through a winter, and after re-opening all of those shuttered natgas-intensive fertilizer and metals plants.

Join Martha Reyes next Monday - the 17th of October from 2:30 PM She will be speaking about Bridging the Gap Between Speculation and Fundamental Value in #DigitalAssets alongside Alex Wenham, David Fauchier and Mark Richardson See you on Monday at #DASLONDON by Blockworks💂‍♀️🇬🇧

2/2 Attendance is free and strictly limited to non-vendors but there are also a few #sponsorship opportunities left. Save the date and don't forget to register ✅⬇️ research.bequant.pro/cap-intro-2022… See you there! 👋 #hedgefund #strategy #nextevent #capintro

@MichelCrypto1 @cryptokj2 @bequant_group @blockworks linkedin.com/posts/activity… this?

@cryptokj2 @reyeshmartha @bequant_group @blockworks me too

Last week our Head of Research, @reyeshmartha participated in the Institutional Access to #DeFi panel hosted by @blockworks in #NYC during #DASNYC. Learn more about which topics were discussed by taking a look at Martha's insightful summary 👀 lnkd.in/dMX6AX8P

@EditorParkin But it was so much fun to play around with different variations!

So, proof-of-work and proof-of-stake. LOWER CASE AND HYPHENATED.

@KaikoData @coinbase We are honoured with the latest results! The BEQUANT team is working relentlessly to develop solutions and offer the best level of service for our clients! 🚀 Thank you @KaikoData

Our Head of Research, Martha Reyes will be speaking about the opportunities of #DeFi at #DASNYC. Join her at the Institutional Access to DeFi #panel on the 13th of September! See you there in 2 weeks! 🔥🚀 @blockworks, @bequant_group #speaker #digitalassets #NY