Carlos Wainberg

Man on a mission

[Carlos Wainberg @Carloswb]

When in doubt, zoom out #Bitcoin

[Carlos Wainberg @Carloswb]

@Defi_Warhol Wish it could point out which trades it's aggregating. How could anyone verify the accuracy of the result?

[Carlos Wainberg @Carloswb]

@MrBeast 4,071,776

[Carlos Wainberg @Carloswb]

@stoichev_h93629 @saylor @Strategy BTC Rating = BTC Reserve ÷ (Notional value of the rated instrument + Notional value of all senior instruments in the capital stack - cash reserve)

[Carlos Wainberg @Carloswb]

@Onyenachiya2222 @saylor @Strategy BTC Rating = BTC Reserve ÷ (Notional value of the rated instrument + Notional value of all senior instruments in the capital stack - cash reserve)

[Carlos Wainberg @Carloswb]

@Waltonius @scottmelker It's not a loan, it's preferred stock. Strategy never has to pay it back, they only cover the dividend payments.

[Carlos Wainberg @Carloswb]

Never bet against @elonmusk

Everyone was roasting him back in '22 saying he massively overpaid $44B for Twitter (now X). "Worst deal ever," they said. Fast forward: xAI picks it up in '25, SpaceX grabs xAI early this year, and today we got the biggest IPO ever with SpaceX at like ≈$1.75T valuation.

Those co-investors who put up ≈$7B alongside him on the original Twitter deal? Their stakes rolled through the whole chain and are now worth ≈$100B in SpaceX. Net gain ≈$93 billion. In under 4 years that's roughly 14x their money. Over 100% compounded yearly gains. Insane.

Proof you never bet against the guy.

[Carlos Wainberg @Carloswb]

@elonmusk @nottombrown Team Elon always, and never bet against him or you'll end up with short shorts

[Carlos Wainberg @Carloswb]

@0xrachelita Something that would help @aave even more is to buy ETH and either supply it in the Ethereum Core market or donate it to DeFi United. Just food for thought

[Carlos Wainberg @Carloswb]

DeFi united

[Carlos Wainberg @Carloswb]

Core developers literally do have the power to freeze BTC, all they need is consensus and a BIP to pass. Just look at one of the proposals towards making BTC quantum resistant. They are literally debating if they should freeze Satoshi's wallets to avoid a future quantum attack on them

[Carlos Wainberg @Carloswb]

@cyberxtremog @arbitrum You can't freeze L1 ETH either

[Carlos Wainberg @Carloswb]

@arbitrum Do the same with the 62,234 aArbrsETH held in the exploiter's wallet 0x6b030Ff3FB9956B1B69f475B77aE0d3Cf2CC5aFa. That way you can use the frozen ETH to repay Aave, withdraw the rsETH and give it back to KelpDAO. It's the only logical course of action to do with the frozen ETH now

[Carlos Wainberg @Carloswb]

@0xrachelita Amazing, I've used CCTP a lot. It's by far the best way to move stablecoin across different chains. Kudos to @circle and the team

[Carlos Wainberg @Carloswb]

@0xrachelita 🔥🔥🔥

[Paul Atkins @SECPaulSAtkins]

After more than a decade of uncertainty, this interpretation will provide market participants with a clear understanding of how the SEC treats crypto assets under federal securities laws.

This is what regulatory agencies are supposed to do: draw clear lines in clear terms.

[Carlos Wainberg @Carloswb]

@SECPaulSAtkins Great job sir

[Carlos Wainberg @Carloswb]

@NicoBaad @artemis Most if not all of it

[Carlos Wainberg @Carloswb]

@0xrachelita 🔥

[Carlos Wainberg @Carloswb]

@cryptonomik There was another last July by Huobi: Recovery over an 11 day period in July which was also followed by a pump, but correlation doesn't always mean causation. At very close to ETH's ATH binance connected wallets did something similar. So hopefully we don't follow that path now