Ken Odeluga

Head of Content @CFBenchmarks (a @Krakenfx co.) Retweets≠endorsements. No financial advice. My views only. Papi. Marido. 10k runner. Recovered news hack.

[Ken Odeluga @TheSquareMile]

APAC regulators do not appear to regard the "...human capital" Winters mentioned as trivially as his comment suggested he may have ... https://t.co/6yMeDRO7hj 🧧

[Ken Odeluga @TheSquareMile]

@EricBalchunas Your '90s rave'-like branding comment stuck in my mind, but it amuses me that some will be bewildered by glow stick talk!

[Ken Odeluga @TheSquareMile]

Just wonderfully tin-eared! Odd. I always thought Winters was one of the more informed Big Bank CEOs. The AI cost-reduction narrative is just too alluring, I guess. (As well as being maybe just ¼ of 'the story'?) https://t.co/tOkXA2OLZb

[Ken Odeluga @TheSquareMile]

That 420 fixation again. Tends to bring confused outcomes as well, kind of appropriately...

https://t.co/K8vDEuMJuS

[Ken Odeluga @TheSquareMile]

100% this.
I've seen some comments saying 'it was only 2' Dems. 🤦
1. It's a cmtee 2. politics (i.e. optics vs actual)

[Matt Hougan @Matt_Hougan]

Getting 2 DEMs here is big. Very good news.

[Thomas Perfumo, CFA | thomasp.eth 🐒 @ThomasPerfumo]

The expectation today was a party line vote out of committee. This is really bullish for the CLARITY Act.

There’s been tension between bipartisan support but with partisan voting outcomes that overshadow progress.

Two extra votes, but symbolically really meaningful.

[Ken Odeluga @TheSquareMile]

Join us tomorrow at 12 ET / 5 GMT, for informed macro & cross-asset perspectives!

[CF Benchmarks @CFBenchmarks]

Join us for a space on Thursday at 12PM ET

On the agenda:

→ BVX futures on the CME: what's coming and why it matters
→ CPI and PPI: reading the latest inflation prints
→ CLARITY Act: what's in the text
→ Altcoin rotation: what the market is signaling

https://t.co/Se15djCSiY

[Ken Odeluga @TheSquareMile]

@skdh Thanks for letting us know Sabine.

[Ken Odeluga @TheSquareMile]

@SpotifyStatus Some impressive irony too!

[Ken Odeluga @TheSquareMile]

@SpotifyStatus Actually, the comments here are quite amusing, so feel free to stay offline a little longer.

[Ken Odeluga @TheSquareMile]

@saylor Holy Steve Ballmer.

[Ken Odeluga @TheSquareMile]

$GME wants to buy $EBAY for $56B https://t.co/gLxUbnqOwj

[Ken Odeluga @TheSquareMile]

This should be an easy decision. We've got enough unforced errors to deal with already, surely? https://t.co/YqzWsibUEz

[Ken Odeluga @TheSquareMile]

Even for investors interested in crypto, Ethereum is where it can become a black box.

No need to learn everything in one go though!

Try this 👉🏾 @iShares' Digital ETFs Product Strategist Matt Kunke explains 'slashing'

@BlackRock

[CF Benchmarks @CFBenchmarks]

What does 'slashing' mean for Proof of Stake (PoS) assets like Ethereum? @BlackRock's Matt Kunke explains that it's simply a part of the network's consensus mechanism, and ensures all on-chain activity supports investors' best interests.

@gxselby @TheSquareMile @MarkPilipczuk

[Ken Odeluga @TheSquareMile]

@Lane_Kiffin Depressing ... but 2026 is a different era, obviously - different pressures on the mass psyche; people think they need to do different things to survive.

[Ken Odeluga @TheSquareMile]

Coming soon!

[CF Benchmarks @CFBenchmarks]

When the world's largest asset manager talks ETH staking, listen.

@BlackRock's Matt Kunke on why ETH + 2% is the new bar - and why ETH + 0% is a hard sell.

Full episode coming soon.

@TheSquareMile @gxselby @MarkPilipczuk

[Ken Odeluga @TheSquareMile]

35 minutes to go!

Join @krakenfx Chief Economist @ThomasPerfumo, CFB Head of Research @gxselby, Head of Product @ErdosiThomas, Research Analyst @MarkPilipczuk + myself - for our regular look at what's moving crypto markets.

[CF Benchmarks @CFBenchmarks]

What's Moving Markets Now

We're going live tomorrow at 11:30am ET to cover:

• Saylor buys, DeFi exploits, RWA momentum
• Warsh hearing: key takeaways
• April FOMC: what to watch
• Bitnomial acquisition
• Q1 factor performance breakdown

https://t.co/5y7VhmnkUg