DC

Investor

[DC @DC_USDC]

@aleabitoreddit Congrats! well deserved.

[DC @DC_USDC]

@MarketsAlpha @CryptoWizardd lousy piker position takes HYPE down 10%

[DC @DC_USDC]

@aleabitoreddit I totally agree with your thesis but why is NBIS weak the last two days?

[Grayscale @Grayscale]

Perpetual futures are coming to America.

On May 29, the CFTC approved the first perp futures contract on a US regulated venue. Another export from crypto to traditional finance, after stablecoins and tokenized assets.

A step toward DeFi platforms like Hyperliquid reaching US users.

Read the full article from @LowBeta on the Stack: https://t.co/WhKFPNDOxa

[F.A. United States Attorney Bill Essayli @USAttyEssayli]

Community note for the win. We convicted you for fraudulently manipulating stock prices. You made more than $20 million by cheating investors. You’re not a victim.

[willo2 @willo2_Poly]

I was just scammed for $500K by Polymarket.

I am "willo2", the top holder of YES on "MicroStrategy sells Bitcoin by May 31st".

Here's what happened:

[Watcher.Guru @WatcherGuru]

JUST IN: Citron Research founder and short seller Andrew Left found guilty of securities fraud.

Prosecutors say he illegally influenced share prices through tweets, making $20,000,000

[DC @DC_USDC]

#NewProfilePic

[Serenity @aleabitoreddit]

DID YOU LISTEN ANON?

Reuters: New Sivers x GFS strategic collaboration.

$SIVE has now announced its lasers will be integrated into reference designs built on Globalfoundries Silicon Photonics Platform.

For pluggable optical transcivers, CPO, and SiPH.

This is fundamentally the most groundbreaking news for Sivers in history.

As Broadcom, Nvidia, Marvell, AMD, and anyone who goes through GFS silicon photonics has Sivers embedded as a default laser route.

I personally think this news alone should easily 2x or 3x Sivers market cap over the medium term, given how fundamental this is to their revenue.

To have Sivers be the standard laser route for the many hyperscalers that use the world's leading photonics foundry.

[DC @DC_USDC]

@ThinkingUSD @fundstrat I unsubscribed to fundstrat when he bought ETH.

[Jim Bianco @biancoresearch]

Here is my take, which is consistent with the Goehring & Rozencwajg letter in the repost?
----
Every crisis—1997, 2008, 2020—starts with the same institutional script: treating a structural problem as a temporary liquidity glitch. Wall Street is hardwired to assume that everything will safely revert to a mean, fearing the phrase "this time is different." It takes months of frustration to realize the rules of the game have changed.

Today, I fear we are repeating this exact behavioral trap.

Believing the closure of the Strait of Hormuz is a brief, 60-day hurdle, governments and oil companies are aggressively draining inventories to bridge the gap. They are treating a potential permanent, structural deficit in the world’s crude supply as a short-term liquidity problem.

Burning the lifeboats to build a temporary bridge only works if a resolution is guaranteed. By artificially delaying gradual demand destruction today, we ensure it hits all at once tomorrow should inventories slam into operational minimums.

Why is the market so blind to this? Because over the last five years, macro investors have developed deep scar tissue from listening to "experts":

* Q2 2020: Virologists scared investors into selling at the pandemic market bottom.

* April 2020: Commodity bears screamed that oil was irrelevant right as it hit its historic generational low.

* H2 2022: Economists panicked investors into dumping equities at the peak of 9% inflation.

* Q2 2023: Banking analysts screamed sell at the market bottom following Silicon Valley Bank's failure.

* April 2025, Policy Analysts scared investors about tariffs and Liberation Day to sell the low of the year.

The market learned that when the experts scream trouble, buying the dip makes money, and hedging for disaster loses it.

But ignoring the energy sector today, investors might be confusing past false alarms with a looming physical reality ... tanks really are running dry, and prospects for the Strait to "normalize" are nonexistent.

[Mike Selig @ChairmanSelig]

In my first public remarks as @CFTC Chairman, I made clear that the agency would use the tools at its disposal to onshore crypto asset perpetuals. Today, the @CFTC delivered on that commitment.

This morning, the @CFTC took historic action to permit the listing of a true bitcoin perpetual contract by a CFTC-registered exchange, charting a path for one of the most liquid segments of the crypto asset markets to exist within the US regulatory framework.

[Hyperliquid Policy Center @HyperliquidPC]

We welcome today’s CFTC actions: approval of the first U.S.-listed perpetual derivatives contract, an accompanying Commission policy statement on the listing of perpetual derivatives, related interpretive guidance and no-action relief from the Market Participants Division, and a Staff Advisory on 24/7 Trading, Clearing, and Settlement, as a long-overdue acknowledgment that perpetual derivatives are a legitimate and essential tool for price discovery and risk management.

For too long, regulatory ambiguity drove these markets offshore, depriving American traders and institutions of access to regulated venues and undermining U.S. competitiveness in the global derivatives markets.

Today’s actions chart a new path forward. We look forward to engaging closely with the Commission to ensure that the framework it develops is workable not only for centralized intermediaries, but for the onchain protocols where the most significant perpetuals activity actually occurs.

[Sisyphus @0xSisyphus]

Hyperliquid is worth more than the entire remainder of Defi which had a 5+ year head start to build something meaningful and it is still undervalued

[OSINTdefender @sentdefender]

According to Axios, citing U.S. officials familiar with the ongoing negotiations, the peace agreement that Iran and the United States are close to signing involves a 60-day ceasefire extension during which the Strait of Hormuz would be reopened, Iran would be able to freely sell oil, and negotiations would be held on curbing future nuclear ambitions of Iran.

Both sides would sign a Memorandum of Understanding (MOU) that would last 60 days and could be extended by mutual agreement from the two countries. During the 60-day period, the Strait of Hormuz would be open with no tolls and Iran would agree to clear the mines it deployed in the strait to let ships pass freely. In exchange, the U.S. would lift its blockade on Iranian ports and issue some sanctions waivers, allowing the sale of oil and other energy products by Iran.

[DC @DC_USDC]

@Rewkang @RoboStrategy Congrats Andrew!

[DC @DC_USDC]

@elonmusk violent killers need to be ENDED immediately

[gus @igus_ai]

Cancelé $2.000/mes en suscripciones de Trading

Reemplacé casi todo por repositorios Open-Source 100% gratis

Este es el stack completo:

1. TradingView Pro ($30/mes) → lightweight-charts

14K estrellas. Creado por el propio equipo de TradingView. 45KB. Gratis.
> https://t.co/VqpSa8RNuR

2. Bloomberg Terminal ($2.000/mes) → fredapi + Claude

Acceso a todos los datasets macroeconómicos publicados por la Fed mediante API gratuita
> https://t.co/1dvvJRkXVB

3. Plataforma de backtesting ($100/mes) → prediction-market-backtesting

Fork de NautilusTrader con adaptadores para Polymarket y Kalshi
> https://t.co/wzFhoGQNbG

4. Ingeniería inversa de estrategias → polybot

Infraestructura de ejecución y datos de mercado con paper trading.
Kafka, ClickHouse y Grafana como pipeline completo de analíticas
> https://t.co/x3rufeBuyX

5. Paper trading para agentes IA → polymarket-paper-trader

Order books reales, modelo exacto de fees y tracking de slippage tu agente de Claude recibe $10K ficticios para operar
> https://t.co/kp9IZyacpF

6. Ahorro de tokens → rtk

Proxy CLI que reduce entre un 60-90% el consumo de tokens en Claude Code
escrito en Rust, binario único y compatible con 10 herramientas IA
> https://t.co/9n4E6OdxA6

7. Claude Code ($200/mes) → goose

35K estrellas. Desarrollado por Block (Jack Dorsey). Escrito en Rust. Funciona con cualquier LLM y ofrece un loop completo de agentes IA
> https://t.co/S8SDZjNbwz

Antes: +$2.600/mes
Ahora: prácticamente $0

Guárdate este post, me lo agradecerás. 🔖

[Peter Girnus 🦅 @gothburz]

I am the Chairman and CEO of Vornado Realty Trust. Eighty-four years old. Seven buildings in Midtown Manhattan. I said what I said.

I said "tax the rich" is the equivalent of a racial slur. I said it at REBNY. Into the microphone. Eight hundred people. Median net worth in that room was north of $240 million, I know because our CFO ran the guest list through a Bloomberg terminal as a joke, and then it wasn't a joke. And when I said it, twelve people applauded. The rest nodded. One woman in the third row mouthed, "Finally." I saw her.

Sharon, my communications advisor, Columbia, $430,000 a year, very bright, Sharon wants me to walk it back. She drafted something. "Mr. Roth's comments were intended to highlight the emotional impact of political rhetoric on business communities." I read it. I put it in the trash can on my desk. Not the recycling. The trash. Here's my clarification: I understated it.

"Tax the rich" is worse than a slur. A slur is just a word. It doesn't come with a CBO score. Nobody is introducing a bill called the Racial Slur Implementation Act of 2026. But there are seventeen active proposals in Congress, I had Sharon count them, seventeen proposals designed to take more of my money. My money. Mine. Money I acquired by being better at acquiring Manhattan commercial real estate than anyone alive for four consecutive decades. That is not a crime. That is a record.

I pay property taxes on $18.2 billion in assessed assets. $412 million a year. Say it again: four hundred and twelve million. I carry that number. It's the first thing I think about when I see a protest sign. I think: I pay more in property tax than the entire annual budget of the city of Fort Lauderdale. I looked this up. Fort Lauderdale: $408 million. Steve Roth: $412 million. I am a small city. And the city doesn't get screamed at.

My effective tax rate last year was 11.4 percent. I say this because I believe in transparency and because I'm not ashamed of it. The rate reflects the legal structure of real estate investment trusts, depreciation schedules Congress established in 1986, and carried interest provisions that both parties have voted to preserve for forty years. I did not write these laws. I organized my entire financial existence around them with the help of nine full-time tax professionals who have offices on the 38th floor of 888 Seventh Avenue, which I also own. Their office is in my building. Their work protects my buildings. This is not a loophole. Sharon calls it a loophole. I've told her: a structure maintained by nine attorneys across four decades is not a loophole. A loophole is something you slip through once. This is architecture. This is the foundation. This is the building.

Last Tuesday, same as every Tuesday, I walked past 1290 Sixth Avenue. My building. And there was a man. Same man as last week. Same sign: "Billionaires Pay Your Fair Share." He was standing on my sidewalk. My literal sidewalk — my company owns the ground lease. He was maybe thirty. He was wearing a jacket I would estimate cost $60. My lunch that day was $114. For one. I am telling you this not to boast but because these are facts. He has decided I'm his enemy. Based on a number he saw on a Forbes list. He doesn't know what I pay. He doesn't know what my buildings cost this city in construction jobs and lease revenue and foot traffic. He knows one number. He has made one judgment.

I see him every Tuesday. I've started to notice things. He brings coffee from the cart, not the Starbucks. He has a backpack that looks heavy. He doesn't look unhealthy. He looks like he probably works somewhere, but not on Tuesdays. I've wondered: does he have a job? Does he have a building? Does he have anything that depends on him the way 4,200 employees depend on me? I suspect not. And yet he has opinions about my tax rate.

I gave $22 million to charity last year. The Met. NYU Langone. Mount Sinai. I gave a building to NYU. Not money for a building — a building. The Steven Roth Residence Hall. It houses 400 students. That man with the sign has never housed 400 students. He hasn't housed one. He gives cardboard. I give structures. This is not a comparison I'm making to flatter myself. It's just arithmetic.

When I said what I said at REBNY, I was saying what every person in that room believes and none of them will say publicly because they have communications advisors and the communications advisors all went to Columbia and they all say "unhelpful." I'm eighty-four. I'm too old for helpful. I'm too old to perform restraint for people who hate me for something I can't change.

I didn't choose to be rich. I chose to be good at one thing for a very long time, and this is what happened. You don't punish someone for that. You don't legislate against someone for that.

My net worth fluctuates between $3.8 and $4.1 billion depending on the quarter. I fluctuate more in a fiscal week than that man on my sidewalk will earn in his life. Both of these are facts. Only one of them is considered polite to say.

They want me to apologize.

I'll be dead in ten years. Twenty if I'm lucky. And they'll still be renting my buildings.

[10Δ @_10delta_]

Clarity Act is now poised to accelerate the “Bretton Woods 3.0” framework that I’ve talked about.

The yield “ban” is cosmetic & simply something for banks to tout as a victory.

It bans stablecoins from paying you interest for just holding them: the way a savings account does.

But it explicitly allows stablecoins to pay you rewards for using them: buying things, lending, providing liquidity, participating in any program..

Now consider that those rewards can be calculated based on how much you hold & for how long.

I think that’s what we just call interest, but it will now be rebranded under a new name.

So, the implications:

- The fact that there is now a carve-out for stablecoin yield will accelerate the Bretton Woods 3.0 system.

If the ban had been real (no yield in any form) there’s no reason for anyone to hold stablecoins over a bank account. Stablecoin adoption would flatline (especially in Developed Markets) & Bessent’s $3.7T target would be hard to achieve.

This carve out keeps the incentive to hold stablecoins, which keeps the growth flywheel spinning.

- CBDCs can’t compete. No central bank would design its digital currency to pay activity based rewards calculated by balance & duration (too close to monetary policy). However, dollar stablecoins can. So in every market where a CBDC competes against a $ stablecoin, the dollar product is economically superior. The Clarity Act now guarantees that advantage persists.

- The dollar now goes global without permission. The new text allows platforms to pay incentives for payments, remittances, & settlement activity using stablecoins. That’s a subsidy for global dollar adoption funded by private companies (not taxpayers). Meanwhile, increasing Treasury demand in the background.

For example, a Filipino worker now gets a rebate for sending remittances in USDC. There’s an additional incentive for him to now transact in stablecoins, which, unbeknownst to him, purchases American debt behind the scenes. A win-win for global stablecoin users & the American economy (fiscal situation).

The compromise looks like a ban.

But it’s actually a growth mandate.

As I’ve stated, the US government needs stablecoins to scale because it needs someone to buy its debt.

Bretton Woods 3.0