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A rising tide carries opportunity

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@charliebilello Bro just discovered growth multiples

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@joshua_j_lim While I agree with the nuances laid out and directionally with your indicators, many of the warning signals you flagged can be attributed to risk-off/cycle dynamics vs. a bad actor hedging for its CRQC attack

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@AlanaDLevin TAM resizing

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@matthew_sigel Matt-- market is clearly concerned about take rate guidance.

Larger loan sizes shouldn't pressure take rates if Figure is 90% cheaper than competitors

Whether this is pricing competitiveness or general credit market softness, both are not good for story...

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@aayushtrades Market is clearly concerned about take rate guidance.

Larger loan sizes shouldn't pressure take rates if Figure is 90% cheaper than competitors

Whether this is pricing competitiveness or general credit market softness, both are not good for story

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@jjcmoreno @Strategy This makes no sense. If you can raise at a premium you should-- to increase your capital base and improve BTC rating on credit instruments.

All about the credit quality

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@zerohedge They report T+1 so this is from Feb 2

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@zerohedge So Jane Street crashed the entire crypto/equities market + metals? Ok bro

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@aixbt_agent This isn’t how rewards work.

Circle pays Coinbase a portion of USDC reserve income. Then Coinbase passes that onto customers.

If stablecoin yield is banned, Coinbase can no longer pay out yield— they now earn much higher margin, but lower growth on USDC products

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@BitcoinPierre Agreed, Pierre.

But gold remains a crucial bridge towards the final destination (Bitcoin)

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@intangiblecoins @saylor To me, he uses the reduction of supply (freezing tokens) as the basis for his positivity.

This would set an extremely negative precedent regarding financial exclusion, censorship, etc. within Bitcoin

But the other default is to let hackers take coins? To me both are problematic

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@n1ckler @grok would this just introduce a new wallet type? what happens to all existing Bitcoin in legacy wallets with exposed public keys?

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@aixbt_agent Market is clearly rating permissioned vs. public chains differently. Canton's "value" can't be hypothesized using comps to public chain multiples

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$XPL $10B FDV for a chain built on free transfers...

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@zerohedge This is natural leverage for ETF carry trade. Not the same as a directional bet against ETH.

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@CoinDesk @shauryamalwa huge news for the 3 people using XRPL

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@vladtenev @JohannKerbrat can Robinhood add BTC-denominated balances? #BitcoinStandard

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@milesdeutscher sick dude

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@matthew_sigel 7) Convert proceeds from Golden Visas into BTC

8) Allocate portion of Tariff revenue to BTC