John Svolos

SkyBridge Head of Research

[John Svolos @JohnSvolos]

@AsaHutchinson in 2023, Little Rock's aggravated assault rate was 1,321.4 per 100,000 residents, a figure that by itself is nearly double Chicago's total violent crime rate for 2024.

[John Svolos @JohnSvolos]

@AsaHutchinson Several cities in Arkansas have reported higher violent crime rates than Chicago, according to the most recent available data. In 2023, West Memphis, Forrest City, and Little Rock all posted violent crime rates that exceed Chicago's 2024 figures.

[John Svolos @JohnSvolos]

@Scaramucci

[John Svolos @JohnSvolos]

In advancing the “white paper” construct in MICA, the EU is in good faith providing regulatory clarity to public offerings of non-security tokens, fostering the development of web3 and acknowledging the promise of crypto. Clear, sensible. #Crypto

[John Svolos @JohnSvolos]

Defaulting to the Ethereum ecosystem, with a nod to Solana. Post-merge, more than ever, Ethereum has the force of gravity in its favor.

[John Svolos @JohnSvolos]

Fundamental building blocks of web3 are advancing, with great seriousness — the vast portion of the crypto iceberg outside the public eye.

[John Svolos @JohnSvolos]

https://t.co/D492V0cMNL

[John Svolos @JohnSvolos]

But the rear-guard action on risk will persist as long as expected peak rates continue to lift. Per Bloomberg, the bond market's peak implied rate on July 26 was 3.4%, on August 26 was 3.8%, and today is 4.7%. Gotta get that right before the other questions get answered.

[John Svolos @JohnSvolos]

For much of the last 30 years, any meaningful decline in the market was met with a meaningful decline in rates, as the Fed put held sway. The decision-making in that paradigm favored buying high-multiple (or long duration) assets on pullbacks.

[John Svolos @JohnSvolos]

The critical question is whether that dynamic has a foreseeable end and resets the dynamic with the potential for rate cuts, or whether any pause simply sets us up for another bout of multiple contraction if inflation proves insurmountable.

[John Svolos @JohnSvolos]

https://t.co/I2aXrAGH0L

[John Svolos @JohnSvolos]

When you pull out your credit card to pay for coffee and a doughnut, ask yourself what portion of that transaction is credit? Almost none. It is convenience. And yet, very large institutions get paid vast sums for the carry.

[John Svolos @JohnSvolos]

The convenience of credit and the immediacy of cash. And that disruption will be generational.

[Anthony Scaramucci @Scaramucci]

Before know it, it will be @CryptoBahamas will you be with us? @BahaMarResorts @SALTConference April 17-20 2023. Put it in the books! @FTX_Official

[Squawk Box @SquawkCNBC]

"The important thing to keep in mind is #crypto is such a disruptive thing that's going to change so many aspects of our lives in the next decade," says @dan_pantera. "We all are used to using #bitcoin as a proxy for blockchain, there are hundreds of really interesting projects."

[Yahoo Finance @YahooFinance]

'I think we'll be right': Scaramucci dishes on SkyBridge deal with FTX inked during Andrea Bocelli concert in Italy https://t.co/43exPaaYyB by @alexandraandnyc

[John Svolos @JohnSvolos]

* corrected * Bitcoiner’s do not need to pick the climate fight. We don’t create more #Bitcoin  nor do we further adoption of Bitcoin by helping miners consume more power.

[John Svolos @JohnSvolos]

Bitcoiner’s do not need to pick the climate fight. We don’t create more #Bitcoin nor do we further adoption of Bitcoin by using helping miners consume more power.

[John Svolos @JohnSvolos]

Making room for miners’ zero-sum share-gain strategies in conflict with climate objectives makes no sense. It ties #Bitcoin to the wrong mast.