Richard Raizes

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Richard Raizes

Richard Raizes

@richardraizes

Partner, Chief Investment Officer @plutus21cap. Truth seeker. Tell me why I'm wrong. Not advice.

Dallas, TX Katılım Ocak 2010
856 Takip Edilen1.1K Takipçiler
Chris Hoeger
Chris Hoeger@DataDInvesting·
@richardraizes @Kross_Roads Here is another one. My reading from all his posts is that if this is the sticking point, he'd rather have a Clarity Act without yield than no Clarity Act at all x.com/i/status/20371…
Anthony Noto@anthonynoto

Well framed perspective on the importance of Clarity to the financial ecosystem beyond yield!! Let's not let perfect be the enemy of good. United we win, divided we fail. We are at the point we must unite behind what's good for our country not our company. @patrickjwitt @davidsacks47 @berniemoreno @CynthiaMLummis @MarkWarner @votetimscott @SenThomTillis @Sen_Alsobrooks

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Chris Hoeger
Chris Hoeger@DataDInvesting·
@Kross_Roads See this thread from when the GENIUS Act was passed for Noto's actual position. "prohibition of paying interest on payment stablecoins is a loss for consumers, and a clear concession to incumbent banks." x.com/i/status/19376…
Anthony Noto@anthonynoto

1/ The GENIUS Act is a great step to modernize our financial system, but it doesn't go far enough. Its prohibition of paying interest on payment stablecoins is a loss for consumers, and a clear concession to incumbent banks. While this legislation is important in driving mainstream adoption of digital assets, it prevents customers from sharing in the returns that companies generate on stablecoins in order to protect the big banks. 🧵

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The Insider
The Insider@insiderinvests·
@richardraizes @anthonynoto Don't you understand there is a risk the bill will not get passed under the current administration and that will be bad for everybody?
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Anthony Noto
Anthony Noto@anthonynoto·
Why are we wasting time with a new stablecoin yield proposal? There is already a path to provide yield on Digtial Assets by becoming a bank (an insured depository institution, IDI) and having the required safety and soundness standards to take people's money and invest it to drive yield. Trust Banks shouldn't be able to offer yield on ANY asset. Please do not lower the standard from having to be an IDI to be able to provide yield on any assset. The current mark-up works for everyone except a few. If those "few" want to offer yield on digital assets like stablecoins they should apply for a Bank IDI license not ask the Senate to lower the standard to safeguard the American people's money. @SenatorTimScott @SenLummis @SenThomTillis @SenateGOP @SenateBanking @patrickjwitt
Jasper Goodman@Jasper_Goodman

News: Crypto and banking industry reps are set to review a revised stablecoin yield proposal crafted by Sens. Thom Tillis (R-N.C.) and Angela Alsobrooks (D-Md.) Meetings starting as soon as today subscriber.politicopro.com/article/2026/0…

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UNRIVALED INVESTING
UNRIVALED INVESTING@UnrivaledInvest·
I'm blown away by management calling out in the 4Q they hit a 90% competitive win rate! $RBRK
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Trevor Scott
Trevor Scott@TidefallCapital·
What's your AI trade for 2026?
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Richard Raizes
Richard Raizes@richardraizes·
Just like Netflix vs Cisco, some of the best AI investments from here will benefit as AI becomes better and more affordable, benefiting from the high capex infrastructure buildout funded by other companies.
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FindellCap
FindellCap@fin_capital·
Our newest long idea is $ROOT. Similar to our prior two public pitches in $LQDA and $ESTA, we believe that $ROOT has a best in class product that will win out in the end. If you can find the best mousetrap, that will usually win in the end. See link for full write up. shorturl.at/8ifed
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Christian Genco
Christian Genco@cgenco·
This is what wealth means to me.
Christian Genco tweet media
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DCinvestor
DCinvestor@DCinvestor·
may i meat you?
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Christian Genco
Christian Genco@cgenco·
Alright @cgimmer and @nateliason have convinced me to switch from my ACA plan to @JoinCrowdHealth My health insurance is going from $615 to $85/month. Here are their two writeups that convinced me 👇
Christian Genco tweet media
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Robinhood
Robinhood@RobinhoodApp·
What other products do you want to see on Robinhood?
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Richard Raizes
Richard Raizes@richardraizes·
@cgenco The story would still be that he stole customer funds whether he made money or not gambling them. Customer funds were supposed to be segregated from company assets, always available to customers to withdraw. That's the standard.
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Christian Genco
Christian Genco@cgenco·
@richardraizes If he'd pulled it off the story may have just been "there were a few months there where we were significantly over leveraged lol good thing we made great investments."
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Richard Raizes
Richard Raizes@richardraizes·
@paulcerro Pretty bold of you to so confidently proclaim you know what the market is thinking on minimal price movement today, and also know exactly what TrumpRx will entail when it is currently vaporware
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Paul Cerro
Paul Cerro@paulcerro·
Think that's pushing it. Then there would literally be no purpose to TrumpRx. They would just use other people to do that, which they've shown zero desire to do. This is also Trump we're talking about. A guy who wants to pee his name on everything like a dog. That's why it's actually called TrumpRx and not something more rational. It'll come from the government platform, not from someone else. The market also doesn't agree with your assessment.
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Paul Cerro
Paul Cerro@paulcerro·
For the cult that is curious about why $HIMS is dropping since ~1pm, it's because HHS just made an announcement about making access to biosimilars cheaper and expanding access through TrumpRx More competition + government-sanctioned access = no bueno for $HIMS personalized push
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Richard Raizes
Richard Raizes@richardraizes·
@paulcerro Too early to judge IMO, TrumpRx may actually direct people to companies like HIMS, which can be lower cost when considering the doctor visit(s) are often bundled with medications
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Paul Cerro
Paul Cerro@paulcerro·
@richardraizes not the point - the point is that the government is pushing aggressively on this. It's a massive headwind
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Keşfet

@DataDInvesting @Kross_Roads @insiderinvests @anthonynoto @SenatorTimScott @SenLummis @SenThomTillis @SenateGOP