David Sutcliffe

Founder & CIO @Insight3Capital

[David Sutcliffe @davsut]

@hodlKRYPTONITE If I may play devils advocate: BOJ also doubled-down on their commitment to unlimited JGB buying and released an inflated schedule of purchases for next year.

Price of money is going up a little, but the quantity will continue to expand greatly.

[David Sutcliffe @davsut]

@mikealfred @MishGEA @Frances_Coppola

[David Sutcliffe @davsut]

@mikealfred @MishGEA @Frances_Coppola It’s only BUSD on Ethereum that is Paxos issued. The BUSD on other chains is a Binance liability.

[David Sutcliffe @davsut]

@SBF_FTX @cz_binance @SBF_FTX’s memory suddenly came back 😂

[Mona El Isa @Mona_El_Isa]

2023 will be about accelerating #DeFi adoption and rectifying the damage that CeFi has done to the industry

[David Sutcliffe @davsut]

@iampaulgrewal @brian_armstrong What authority? He’s the one paying them 😂

[David Sutcliffe @davsut]

@MarauderMag @KimDotcom @MarioNawfal This was a masterclass in obfuscation and faux contrition by @SBF_FTX

Well done @KimDotcom for the direct line of questioning.

[6529 @punk6529]

1/ On SBF & FTX

I think this is not going to be a hugely long thread (I think).

It is not going to be hugely insightful for anyone deep in crypto.

But maybe it will help as a reference to our friends in the media who are struggling quite a bit with this topic

[David Sutcliffe @davsut]

@duonine A lot of these guys are incentivised to push this narrative because SBF has pulled the pants down on all of them

[David Sutcliffe @davsut]

@NorthRockLP Under/over ISM 47 tomorrow?

[David Sutcliffe @davsut]

@RaoulGMI We use a cold storage custodian and trade on a credit-line with the exchange. 24 hour settlement cycle.

[David Sutcliffe @davsut]

@hodlKRYPTONITE We’ve also noticed a lot of suspect trading action in Sol from 8 Nov onwards

[David Sutcliffe @davsut]

@frxresearch If they stopped/slowed the minting then UST still goes to zero and Luna becomes a common fraud

[Mona El Isa @Mona_El_Isa]

For those @ens_dao who think Zodiac contract offers the same security and risk managment guarantees for managing the Endowment as @enzymefinance, this last forum post is a must read 👇https://t.co/CttMqxBZvr

[David Sutcliffe @davsut]

@mdudas @balajis My personal watershed moment was the 2003 Iraq invasion, and since then my distrust has been ratified over and over and over again.

[David Sutcliffe @davsut]

@mikealfred FTX has no assets

[David Sutcliffe @davsut]

@CryptoHayes @DoombergT Excellent piece, well worth a read

[Mona El Isa @Mona_El_Isa]

1/ SBF had flexibility, so did Madoff...
The only "inflexibility" in Enzyme derives from a complete refusal to compromise on security, decentralised reporting & trustlessness.
Let me explain:

[David Sutcliffe @davsut]

@arthur0x Will be interesting indeed. Bahamas have implemented a pretty robust regulatory regime, this will be a great stress test.

[Hsaka @HsakaTrades]

Lost count of the number of MSM articles since that have focused on

• CZs role in this
• SBFs "ambitions"
• SBFs sleep schedule

while failing to address

• Alameda/FTX relations
• Backdoors
• Misuse of customer funds
• The convenient "hack"
• Constant lies re solvency