Erick Treviño

[Peter Duan @BTCBULLRIDER]

Michael Saylor just delivered the most compelling pitch on MSTR to the Wall Street community.

Here’s what he revealed (and why this presentation is a masterclass that all TradFi needs to understand ASAP).

A 🧵:

[Erick Treviño @Erick_TC]

@biancoresearch I guess we now know who really controls money supply!!!

[Jim Bianco @biancoresearch]

1/16

A thread on The Mar-A-Lago Accord (MALA).

tl:dr

Take it seriously, not literally

The status quo cannot last. If we do nothing, it ends badly. What is the alternative?

Most of it has either already happened, or is underway. We weren't aware of the name.

[@LuisValLe @LuisValLe_A]

Wey 🫥

[Zoom Earth @zoom_earth]

An epic 10 days of Hurricane #Beryl 🌀

The earliest Atlantic Category 4 on record barreled through the Windward Islands.

Then Beryl intensified to Category 5 in the Caribbean, and went on to batter Jamaica and the Cayman Islands.

Then it made landfall over the Yucatán Peninsula of Mexico, and crossed into the Gulf of Mexico.

And finally, Beryl made a Category 1 landfall over Texas.

[Erick Treviño @Erick_TC]

@TechCrunch Uncanny valley!

[Erick Treviño @Erick_TC]

@ChrisZagers @TheEconomist I’m pretty sure the numbers are in real income.

[Jim Bianco @biancoresearch]

1/13

The street has had a tough 24 hours.

Rallied bonds/stocks into CPI, thinking they would miss the consensus (below). Instead, they beat the consensus (above).

This morning, they sold off stocks/bonds into PPI, thinking they would beat. Instead, they missed.

🧵

[Relaciones Exteriores @SRE_mx]

“En consultas con el presidente de México, Andrés Manuel López Obrador, y ante la flagrante y grave violación de la Convención de Viena sobre Relaciones Diplomáticas, en particular del principio de inviolabilidad de los locales y del personal diplomático mexicano, y las normas básicas de convivencia internacional, México anuncia el inmediato rompimiento de relaciones diplomáticas con Ecuador.

En este sentido, el personal diplomático de México en Ecuador abandonará ese país de inmediato. México espera que Ecuador ofrezca las garantías necesarias para el abandono del personal mexicano.

México recurrirá a la Corte Internacional de Justicia para denunciar la responsabilidad de Ecuador por violaciones al Derecho Internacional”, señaló la canciller Alicia Bárcena.

[Teddy Fusaro @teddyfuse]

Lots of you asked about how settlement of #bitcoin txns work in bitcoin ETFs, after the ETF buys (or sells) its BTC and how you can follow along.

I'm going to tweet about $BITB specifically in this instance, so for BITB disclosures & prospectus see: https://t.co/tXWwxIzkBX

[Laura Shin @laurashin]

How, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 Years

In this episode, @EricBalchunas, senior ETF Analyst at @Bloomberg Intelligence, discussed the performance of #Bitcoin ETFs since their launch two months ago.

Balchunas noted that the ETFs’ performance exceeded his expectations, with a faster and more intense “second wind” than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the “ETF effect” where the knowledge of incoming flows encourages non-ETF investors to buy.

Balchunas also predicted that BlackRock’s Bitcoin ETF would likely be the most successful of the nine new spot Bitcoin ETFs, while also doubting that any of the smaller issuers would bow out.

He also discussed the potential for spot Ether ETFs, but was less optimistic about their success compared to Bitcoin ETFs.

Timestamps:
00:00 Introduction
01:35 Bitcoin ETF performance in the first weeks
10:38 Bitcoin's rally to all-time highs
15:15 BlackRock: the winner?
18:14 When options will be approved
19:01 In-kind redemptions
19:55 Outflows from GBTC
22:36 Ether ETFs won't have as much demand?
27:01 Approval of ETH ETFs
36:36 Short-term projection for bitcoin
38:23 Long-term inflows in the ETFs
44:23 Weekly recap

[Teddy Fusaro @teddyfuse]

Have had a lot of questions about how #bitcoin ETFs interact with the underlying bitcoin market throughout the trading day, when ETF buys and sells impact the spot bitcoin market (and how and when the ETF actually gets its bitcoin). Short thread.

[Erick Treviño @Erick_TC]

@Ashcryptoreal Is he doing this on purpose?! LMAO 🤣

[Callum Thomas @Callum_Thomas]

Does it feel like #recession to you personally?

[Charlie Bilello @charliebilello]

The S&P 500 is now 5% higher than where it was when the Fed started hiking rates in March 2022. $SPX

[Callum Thomas @Callum_Thomas]

why so many startups parked their money in such an obscure bank?

[Erick Treviño @Erick_TC]

@flabastida @ChayanneMi @ContactoCitibmx Es de VivaAerobus por consumos durante un vuelo.

[Erick Treviño @Erick_TC]

@markosh100 @britishtradermx Me sabía la anécdota de que muchos habían vendido e hipotecado sus casas por la Bolsa, pero no por Cetes, me preguntó cómo perdieron ahí? El gobierno defaulteo sus cetes? 🤔

[Erick Treviño @Erick_TC]

@VivaTeEscucha Había un vuelo de Ciudad de Mexico a Mty que estaba retrasado también. Estaban abordando a las 4:45 pm. TENIAN LUGARES DISPONIBLES cuando los pasajeros terminaron de abordar y NO FUERON CAPACES DE ADELANTARME EL VUELO. No les costaba nada y se ahorraban un problema!!! 3/3

[Erick Treviño @Erick_TC]

@VivaTeEscucha increíble que no puedan solucionarme que por un retraso suyo pueda yo perder mi vuelo de conexión internacional con ustedes! Fui a su mostrador y las señoritas parece que solo dan información ya que no solucionan nada! El vuelo VB1352 se retrasó casi 2 horas

[Erick Treviño @Erick_TC]

@VivaTeEscucha Ninguna de sus señoritas es capaz de ayudar, solo me dicen que espere a mi vuelo y si pierdo la conexión me reagendan al siguiente. Y el siguiente es hasta mañana. 2/3