Razvan-David Dumitrascu

FA at heart | Private markets investor | ex-Portfolio investments @Stakeborg | crypto e(n)th | ex-investment banker

[Razvan-David Dumitrascu @DDavidRazvan]

@JSeyff @Kalshi Imagine having a market around Nvidia posting a breaking quarter that resolves to “No” just because their 10-Q was posted after the quarterly calendar date

[Razvan-David Dumitrascu @DDavidRazvan]

@inkonchain @nadoHQ https://t.co/77N30QXlRU

[Razvan-David Dumitrascu @DDavidRazvan]

@wclemente * if they would’ve retained it back then and if they would’ve poured more money in order not to be diluted.

[Razvan-David Dumitrascu @DDavidRazvan]

Capital markets, meet Internet Capital Markets

[Bitwise @Bitwise]

Introducing $BSOL — the Bitwise Solana Staking ETF. Starts trading tomorrow.

- First U.S. ETP to have 100% direct exposure to spot SOL
- Maximizing Solana’s 7%+ average staking reward rate*
- Targeting 100% of assets staked
- Staking through Bitwise Onchain Solutions, powered by @heliuslabs
- 0% fees, with waiver for a limited time**

We believe Solana is a key platform for enabling capital markets to come onchain and is perfectly positioned for this moment.

Now, investors can get exposure to its growth potential and 7% average staking rewards with BSOL.

Solana is headed into the mainstream—and we think it’s just getting started.

[Razvan-David Dumitrascu @DDavidRazvan]

@SimonDixonTwitt Don’t spread mis-information

[GSR @GSR_io]

GSR Research: TradFi is making its boldest push yet into digital assets.

From ETFs to custody to credit card rewards, Wall Street’s biggest players are storming into crypto.

📊 Vanguard | Morgan Stanley | JPMorgan | BlackRock | Citi | Schwab | Visa

[Razvan-David Dumitrascu @DDavidRazvan]

Cute. Fun

[Perenimals @Perenimals]

A flicker. A soft breeze. The earth began to rumble ever so slightly. Axa was ready for this. She'd been working tirelessly for this moment....

The news must be spread far and wide as those who help carry the message may find themselves qualified 🪻

[Razvan-David Dumitrascu @DDavidRazvan]

@APompliano This is indeed concerning, but the overall result depends on the % weighing of the 30% guessed items in the overall CPI metric. If these account for [5%] of headline CPI, then the fact that they are guessed / implied is not extremely significant

[Jamie Coutts CMT @Jamie1Coutts]

While BTC is still treated as a risk-on asset by fast money traders, its medium-to long-term trajectory is increasingly shaped by large allocators who see its emergence as a non-sovereign, neutral bearer asset—like digital gold. That’s why it may trade like risk in the short term but still outperform gold over time.

But lets face it, even short-term risk-off events don’t shake it like they used to.

[Razvan-David Dumitrascu @DDavidRazvan]

Link to deck below, including some other interesting nuggets re: their strategy (roll out in Canada and Europe, focus on tokenization, 925k investors in IBIT)

https://t.co/ZzQyAnNQYS

[Razvan-David Dumitrascu @DDavidRazvan]

BlackRock has included Digital Assets as a key growth pillar towards its 2030 vision.

Note: current AuM is $72bn (as of June, 11th). Referenced AUM on the slide as of March, 31sr

[Razvan-David Dumitrascu @DDavidRazvan]

@HHorsley @Stifel Love it. Congrats to both teams

[Razvan-David Dumitrascu @DDavidRazvan]

Great inisghts from Token2049 by @rom1_pellerin on the game changing opportunity for Bitcoin as part of alternative asset allocation strategies

[Romain Pellerin🇫🇷🇺🇸 @rom1_pellerin]

From #Token2049, “Institutional Flows: Insights into Crypto Demand and Market Shifts” with @EricBalchunas, Jan Van Eck (@vaneck_us), Robert Mitchnick (@BlackRock) and Giovani Vicioso (@CMEGroup). Here’s a summary:

1/13

[Razvan-David Dumitrascu @DDavidRazvan]

@adamscochran Sorry Adam, but he paid $45bn in total. Assumed $12bn in debt and paid $33bn with xAI’s stock

[Razvan-David Dumitrascu @DDavidRazvan]

@y2kappa @certora @toly @SimkinStepan Cograts, Marius & team! Lovin’ the product

[Razvan-David Dumitrascu @DDavidRazvan]

@WestieCapital Purchases were made b/w Jan 06 - Jan 12. On Jan 06, we had BTC over 100k.. it checks out

[Razvan-David Dumitrascu @DDavidRazvan]

@dariya Should be filtered by unique addresses

[Razvan-David Dumitrascu @DDavidRazvan]

@DefiIgnas it's written in their FAQs (as the programme is not new): https://t.co/uJTM4uuwq1
likely from their Circle-related revenue stream

[Razvan-David Dumitrascu @DDavidRazvan]

@Jamie1Coutts Lovin’ the metrics

[Razvan-David Dumitrascu @DDavidRazvan]

@bitwise Great tx. Congrats Bitwise team