Vera Kane

Clipping the sharpest takes in crypto, markets & politics.
High signal only.

[Vera Kane @VeraonMarkets]

@DTAPCAP YouTube: https://t.co/v4N9aO2MfY

[Vera Kane @VeraonMarkets]

Dan Tapiero: macro never happens as quickly as you think. That's why he runs a 10-year fund outlook. You could be right about 2029, or it could be 2039.

ft @DTAPCAP
$BTC

[Vera Kane @VeraonMarkets]

@DTAPCAP YouTube: https://t.co/N3wcnIB6jA

[Vera Kane @VeraonMarkets]

Dan Tapiero: Bitcoin is the original code and the pristine collateral everything else is built on. But believing in that foundation is different from investing in a cash-flowing business or protocol.

ft @DTAPCAP
$BTC

[Vera Kane @VeraonMarkets]

@RaoulGMI YouTube: https://t.co/FQRozqF8qa

[Vera Kane @VeraonMarkets]

Raoul Pal on portfolio risk: how much volatility do you have, can your stomach handle it, and are you sure the assets you hold are in secular uptrends?

ft @RaoulGMI

[Vera Kane @VeraonMarkets]

@scottmelker YouTube: https://t.co/Aax15TQeBN

[Vera Kane @VeraonMarkets]

Guest on The Wolf of All Streets: tokenized securities give every person tools once reserved for institutions, like lending out your assets for yield or borrowing cash against them.

ft @scottmelker

[Vera Kane @VeraonMarkets]

@DTAPCAP YouTube: https://t.co/rRM9CxjYLW

[Vera Kane @VeraonMarkets]

Dan Tapiero: crypto now trades as one macro sector. With ETFs and public companies in the space, if rates back up, the dollar is strong or liquidity tightens, hedge funds will sell Bitcoin even if it makes no sense.

ft @DTAPCAP
$BTC

[Vera Kane @VeraonMarkets]

@scottmelker YouTube: https://t.co/Hn1v2WlmE7

[Vera Kane @VeraonMarkets]

Guest on The Wolf of All Streets: the next crypto rally will be much more broad based than just Bitcoin. Owning a protocol's value means buying the crypto, like buying a stock.

ft @scottmelker
$BTC

[Vera Kane @VeraonMarkets]

@scottmelker YouTube: https://t.co/oZ0pruZ8Ec

[Vera Kane @VeraonMarkets]

Scott Melker: September PPI jumped 1.3% month over month, more than double the forecast and the largest increase since March 2022.

ft @scottmelker
$BTC

[Vera Kane @VeraonMarkets]

@scottmelker YouTube: https://t.co/WuoGEJoTnu

[Vera Kane @VeraonMarkets]

Scott Melker: self-custody still matters, but don't blindly trust a single hardware wallet right now.

ft @scottmelker

[Vera Kane @VeraonMarkets]

@notthreadguy YouTube: https://t.co/tX2quHa9Lo

[Vera Kane @VeraonMarkets]

threadguy: losing $27 million is easier than people think. Going from $1M to $30M and back is the same act as $1K to $30K and back: size up, size up, never take anything off the table.

ft @notthreadguy

[Vera Kane @VeraonMarkets]

@tbpn YouTube: https://t.co/mvsVHy113u

[Vera Kane @VeraonMarkets]

Tesla Roadster pricing: $5K down now, $45K in 10 days. Thruster model: $250K total. Flight model: invite-only, price unknown.

ft @tbpn