MetaJawBone

“I’d rather laugh with the sinners than cry with the saints.”
Tweets Are My Own Opinion and Not Investment Advice

[BorrowOnBitcoin - Compare @BorrowOnBitcoin]

If you started a 50% LTV Bitcoin-backed loan when bitcoin was at $80,000, you would have a margin call price of $57,143.

https://t.co/lypzEMky5Y

[BorrowOnBitcoin - Compare @BorrowOnBitcoin]

Bitcoin-backed loans are risky. Liquidation, custody, rehypothecation — real ways to lose your stack.

But if you need liquidity without selling, you've got options.

We help you compare them. Think Kayak for bitcoin-backed lending.

https://t.co/emtJX1wxit

[BorrowOnBitcoin - Compare @BorrowOnBitcoin]

This puts Arch at one of the highest rated lenders for a $250,000 loan, using our current methodology.

[BitcoinYield @bitcoin_yield]

"The on-chain experience is superior. It's more transparent. The problem is it's unforgiving."

Steve Han from @syphercapital on how to manage yield and underwrite risk between these two paradigms.

[BitcoinYield @bitcoin_yield]

"We've spent anywhere from one month to over one year dilligencing projects before allocating."

@syphercapital review many factors when assesing a project. Source of yield, network quality, backing, runway, operational security, audits, and getting to know the founder all matter.
🎙️ @syphercap

[Sypher Capital @syphercapital]

Another great part of our conversation with @bitcoin_yield. 🙏

Excited to see the full podcast come out later this week!

[Sypher Capital @syphercapital]

It was fun to chat with @ZestProtocol. One of the most impressive teams in @Stacks!

[MetaJawBone @MetaJawBone]

What is that awful chemical smell outside Grand Central right now

[MetaJawBone @MetaJawBone]

@godfred_xcuz @HermeticaFi @Stacks 🤯

[MetaJawBone @MetaJawBone]

@longstreetBTC @StacksEndowment This is old - from when they first launched sBTC. Removed some sBTC 2 days ago

[BitcoinYield @bitcoin_yield]

Sypher Capital Bitcoin Yield Fund just printed a strong 4.9% return for the 3-month period.

Currently #1 on our tracked dashboard.

[MetaJawBone @MetaJawBone]

@erikaleaday Defacing your own university for something Michigans will never see is …. Very U of Arizona

[BitcoinYield @bitcoin_yield]

📰 New report: Sypher Capital Bitcoin Yield Fund.

~4.5% BTC-denominated yield.
Coinbase Prime + BitGo custody.
Yield from basis, funding, L2 incentives, and conservative leverage.

Full research breakdown on @syphercapital: https://t.co/VWSqCytXLO

[Sypher Capital @syphercapital]

Since the war started on 2.28, Bitcoin has massively outperformed NASDAQ, SPX and Gold...

[Jeff Park @dgt10011]

Something caught my eye in the latest 13F filings.

The biggest new entrant into IBIT, from a brand new entity, is something called Laurore Ltd. No website. No press. No footprint. The only public information is that the filer's name is Zhang Hui and it's HK based.

Let's double click on that for a second.

Zhang Hui is the Chinese equivalent of John Smith. It's what I like to call it a "non-anonymous anonymous" name, something hiding in plain sight buried under the statistical weight of millions to make it untraceable. The "Ltd" suffix suggests a Cayman or BVI structure, the classic offshore wrapper for accessing US markets. And the portfolio? A single holding. Nothing but IBIT. This isn't a diversified fund. It's a $436 million Bitcoin access vehicle dressed in institutional clothing.

Why would you do this?

Because Chinese investors can't hold Bitcoin.

If this is what it looks like, it might be an early sign of institutional Chinese capital moving into Bitcoin, not through crypto exchanges or gray market channels, but through a BlackRock ETF, filed with the SEC in a regulated jurisdiction hiding in the most "transparent non-transparent" place imaginable.

Funny that the name Laurore likely derives from the French l'aurore: the dawn.

Smells like capital flight to me.

[River @River]

Bitcoin ownership changed massively in 2025.

More in next week’s report on Bitcoin adoption.

[Sypher Capital @syphercapital]

Bitcoin’s Feb 5 sell-off was fast, violent... and often misread.

Our latest market readout breaks down what actually happened, from positioning and leverage to ETF mechanics, and includes our 2025 Sypher Capital Annual Letter.

Full newsletter here 👇

[Josh Henschke @JoshHenschke]

Merry Christmas to all! It’s the season of giving so I’d like to give away ONE year of access to M&BR on me.

Retweet this tweet to enter. Winner will be announced tonight! Must be following and have DMs open so I can contact the winner.

Good luck!

[MetaJawBone @MetaJawBone]

@SSN_UCF Just curious if you ever got an answer to this?

[MetaJawBone @MetaJawBone]

@anandastrategy I’d just jinx it. Get your flowers, brother!

[MetaJawBone @MetaJawBone]

Me watching my old cannabis colleagues finally get a W from afar...

$MSOS