Brett McDonald

#Strategy | #Fintech | #Crypto | Building bridges between the old financial world and the new one

[Brett McDonald @_bmcdonald]

This makes me think that in #Canada, we'll all be buying our phone plans from @Wealthsimple in a few years time 👀

https://t.co/qochEuUG7N

[Matt Hougan @Matt_Hougan]

Stocks are going to move on-chain much faster than people think. In the last 24 hours:

1) Robinhood announced plans for a service that would let Europeans trade US stocks on Solana and/or Arbitrum ;

2) SEC Commissioner Hester Peirce gave a speech about allowing stocks to be issued, traded and settled on blockchains;

3) Superstate announced "Opening Bell," a platform allowing companies to issue and trade tokenized shares on Ethereum and Solana.

The train is leaving the station. Links in the next post.

[Brett McDonald @_bmcdonald]

"Ditch the deck, do a doc"

[Haseeb Qureshi ＞|＜ @hosseeb]

I’m kind of over decks for startup pitches. Notion writeups > decks.

Writeups force clarity, they select for better investors, and honestly they have become a signal of higher quality founders.

Unless what you're building is extremely visual, ditch the deck and do a doc.

[Matt Hougan @Matt_Hougan]

There is an absolutely massive disconnect between retail and professional sentiment in crypto right now. Retail sentiment is the worst it's been in years, while professional investors are extraordinarily bullish. It's like living in two completely separate worlds.

[Brett McDonald @_bmcdonald]

#Bitcoin treasury companies like $MSTR and MetaPlanet are essentially premium-to-NAV conversion factories.

They take the premium and turn it into $BTC yield for shareholders.

It supports the BTC price, but doesn’t support the protocol.

That’s why companies like $LQWD and $CYFRF are so interesting.

They take the BTC treasury model and use it to support the infrastructure and ecosystem.

It's the difference between an investment vehicle and an operating company.

[Brett McDonald @_bmcdonald]

It is great to see an evolution of the #Bitcoin treasury model toward supporting the $BTC network and infrastructure

@LQwDtech @shoneanstey

https://t.co/Nrh8VQwoiE #crypto $MSTR #Metaplanet $lqwd $lqwdf

[Brett McDonald @_bmcdonald]

@TonyGuoga @neur_sh - pure focus on #Solana - sounds like another company I know ;)

[Brett McDonald @_bmcdonald]

@realDonaldTrump $TRUMP https://t.co/UmwYS5TGvl

[Brett McDonald @_bmcdonald]

Staking provides a path to greater financial asset productivity.

Love the ease and accessibility solutions like the one @orangefincrypto
and @solstrategies are bringing to the table

👏 👏

https://t.co/mLi3XGrxyD

$SOL #Crypto #Solana

[SOL Strategies @solstrategies]

🚀 Big news for Solana investors!

Sol Strategies & @orangefincrypto have launched the first mobile non-custodial staking app on the @solanamobile dApp Store.

✅ 8-10% APY
✅ Full control of your assets
✅ Enhanced security and compliance

The future of staking is here! 🌐 https://t.co/lTX6Xcx2xV

Read more : https://t.co/Bc6fLzb3Yp

[Brett McDonald @_bmcdonald]

@MBCryptoHodl @investanswers @hdcharting @RyanBethencourt @maxekaplan @Yedidbotton A premium to NAV is what makes the #crypto treasury model actually work - it is the baseline requirement for 'accretive dilution' a la $MSTR.

[Brett McDonald @_bmcdonald]

The beautiful thing about the #crypto industry is its compounding nature.

Copy + Paste + Improve.

That appears to be the path @solstrategies is following to build the 'MicroStrategy of Solana' (my words, not theirs).

https://t.co/uohyWvVfUQ

Mentions/shoutouts: @LeahWald @APompliano @TonyGuoga @saylor @MicroStrategy @whosknave @blockworks @lopp @americanhodl8 @paraficapital @lightspeedpodhq @natbrunell

$HODL $CYFRF $MSTR $BTC $SOL

[Brett McDonald @_bmcdonald]

@Wealth_Theory Here it is: https://t.co/8XL82IuDoU

[Brett McDonald @_bmcdonald]

@dolos_diary @degenspartanai @beylin 🤣

[Brett McDonald @_bmcdonald]

From dogs to cats to fart jokes, the ridiculousness of some of the ideas #crypto tribes coalesce around is what makes them seem absurd and standout… but hey, did those ideas grab your attention?

Then they probably did their job.

https://t.co/UmwYS5T8FN

[Brett McDonald @_bmcdonald]

The man who chases two rabbits, catches neither 🐇 🐇

[Brett McDonald @_bmcdonald]

"A bank can help customers build more than just their financial capital. They can help them build their human capital as well."

Any other financial institutions on your radar doing something like this @JimMarous @AlexH_Johnson @psb_dc @sytaylor ?

https://t.co/fSFbb0JcHo

[Brett McDonald @_bmcdonald]

This @bitwise content is so refreshing.

Other asset managers are selling PRODUCT, their content focuses narrowly on their #ETFs.

Bitwise is selling #CRYPTO, their content focuses on the merits of the ecosystem as a whole.

👏

https://t.co/hv62MtO8dG

[Brett McDonald @_bmcdonald]

Portfolio management theory applied to #restaking is fascinating

#Crypto offers us a new financial system, and any analysis of that system requires new financial theory

It is a speculative playground, but it is also a thinkers paradise

@Renzo_Protocol

https://t.co/G6ONtHmcvO