shaaa

Bought more COIN at $155 Thesis is simple. There is simply no way tradfi has priced in that cobie is now running all trading products.

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I decided rather than chilling to instead make my life incredibly stressful and busy so now i am responsible for trading products at Coinbase (CB app / Pro / Baseapp / etc). I cant explain why I did this except I like the opportunity to make something actually good more than I like playing Factorio. So ye maybe I’m an idiot, let’s find out

Most important idea right now.

7/9 Would Stock Buying Be Permanent? Additionally, Trump would most likely argue that any such purchases of stocks should be permanent rather than temporary. And don’t be surprised if he wants to include crypto in the mix. Given some of Trump’s previous comments, he might be in favor of the Treasury holding 10% to 20% of the U.S. stock market ($8 to $16 trillion, based on the market’s roughly $80 trillion size). Given that the Fed’s balance sheet currently stands at $6.7 trillion, this would roughly double to triple its size. What would be the market reaction to the Fed’s balance sheet rocketing to $25 trillion?

Haven’t been this excited about crypto since 2023. For the first in my career I see a genuine path to onboard hundreds of millions of users onto blockchains, while much of the market is too distracted or checked out to appreciate it. Think we’re firmly in the territory where you want to be looking past any month-to-month volatility and focus on the bigger picture unfolding over coming quarters and years. Time to lock in.