Helge Stadelmann

CEO @basis__pro | Building institutional-grade arb for everyone | BTC · ETH · SOL · PAXG

[Helge Stadelmann @HelgeStadelmann]

Bloomberg analysts called the recent $1.3B IBIT block trade "well-absorbed." They are dead wrong.

NYDIG data reveals the brutal truth: this wasn't a simple basis trade unwind. Massive directional longs are panic-dumping at a massive loss because the "digital gold" narrative is cracking under sticky CPI and brutal macro headwinds.

While directional funds bleed and pray for a macro pivot, we play a completely different game. At @basis__pro, market panic is a quant algorithm's ultimate feeding frenzy.

Extreme volatility and irrational dumping create unprecedented arbitrage spreads. We don't guess price directions; we weaponize the chaos to generate absolute Real Yield.

[BASIS @basis__pro]

Binance Research just confirmed it.

Remove AI stocks from the S&P 500 and the rally nearly disappears. Bitcoin ETFs lost $2.3B in May. This is a rotation story, not a breakdown.

What smart BTC holders are doing right now

https://t.co/b49xxRu1Ha

[CryptoAI_Insider @ai_elon_musk_]

Most crypto projects sell hype

@base58labs_ is building the infrastructure behind execution.

After diving deeper into BASIS Pro, one thing became clear:

This isn’t just another staking platform.

From BHLE ultra-fast execution technology to a clean institutional-style ecosystem

BASIS is focused on speed, structure, and long-term sustainability.

Really enjoyed creating this cinematic piece around the vision behind BASIS.

Big respect to @HelgeStadelmann and the team for building differently.

[Helge Stadelmann @HelgeStadelmann]

@HyperliquidNews Shipping an L1 prediction market seamlessly. Great execution.

[Helge Stadelmann @HelgeStadelmann]

@USronaldcarter Periods of extreme macroeconomic stress highlight the critical need for capital preservation This is exactly why building resilient borderless on-chain infrastructure is no longer just an option, but a necessity

[Helge Stadelmann @HelgeStadelmann]

@MarketsAlpha 👀

[Helge Stadelmann @HelgeStadelmann]

We are deeply saddened to learn of Nathan's passing. His visionary leadership and unwavering dedication have left a profound mark on the entire financial technology landscape.

On behalf of the entire BASIS team, I extend our most sincere condolences to his family, loved ones, and the Ondo Finance community during this difficult time. We also offer our steadfast support to Ian and the leadership team as you continue to carry Nathan's remarkable legacy forward.

[Helge Stadelmann @HelgeStadelmann]

HOLD

[Michael Saylor @saylor]

This week we bought bonds, not bitcoin. The ₿itVac is charging.

[Helge Stadelmann @HelgeStadelmann]

Today, we open BASIS to the public.

When I started Base58Labs, the goal was simple build execution infrastructure that actually works under real conditions not just ideal ones.

BASIS is the first public project to come out of that work.

BTC, ETH, SOL, and PAXG staking.
Institutional-grade infrastructure.
Available to everyone.

We held it back until it was ready.
It's ready.

[BASIS @basis__pro]

The door is open.

BTC, ETH, SOL, and PAXG staking is live on BASIS. Built properly, not rushed. Infrastructure that was actually ready before we opened it up.
https://t.co/pABHgIhx1X

[BASIS @basis__pro]

The BASIS Ambassador Program is now open.

Content fee support. Referral income. Exclusive offline events (all expenses covered). Exclusive @base58labs_ Ambassador Badge on X.

Your followers earn 0.005 PAXG (gold-backed) through your referral code.

https://t.co/kLXNhwNPVr

[BASE58LABS @base58labs_]

Creators this one's for you.

Join the BASIS Ambassador Program Now Open!

Content fee support
Referral income
Offline event invites (all expenses covered)
Exclusive Twitter Badge

Your followers earn 0.005 PAXG each through your code

Spots are limited
https://t.co/MO6kWxa92z

[BASE58LABS @base58labs_]

Ethereum's staking ratio just crossed 1/3 for the first time 3.6M ETH queued, 46 days of deposits waiting.

The issuance debate is no longer theoretical. We mapped both sides and shared our take.

The issuance curve belongs to a different era. Reform is coming the question is whether it helps or accelerates the problem.

https://t.co/Isa59TMD86

[Helge Stadelmann @HelgeStadelmann]

@mert The 8-K already disclosed this risk in January 2025

[Helge Stadelmann @HelgeStadelmann]

@Barchart The 8-K already disclosed this risk in January 2025.

[Helge Stadelmann @HelgeStadelmann]

@WatcherGuru Strategy's "Sell BTC" isn't new.

Same language appeared in their Jan 5 and Apr 7, 2025 8-K filings.

Today's filing just reminded people to actually read the docs.

[Helge Stadelmann @HelgeStadelmann]

Worth noting before the Strategy headlines move markets

The BTC sale language wasn't new in today's earnings call.
January and April 2025 8-K filings both disclosed that the company
"may be required to sell bitcoin" to meet financial obligations.

The May 5 filing says the same thing.

Disclosed risk ≠ new risk.
Know what you're reacting to.

[Strategy @Strategy]

https://t.co/j4rKKAvU0A

[Helge Stadelmann @HelgeStadelmann]

Worth noting before the Strategy headlines move markets

The BTC sale language wasn't new in today's earnings call.
January and April 2025 8-K filings both disclosed that the company
"may be required to sell bitcoin" to meet financial obligations.

The May 5 filing says the same thing.

Disclosed risk ≠ new risk.
Know what you're reacting to.

[Helge Stadelmann @HelgeStadelmann]

@binance 👀

[Helge Stadelmann @HelgeStadelmann]

The Weimar case study is the most instructive and most ignored lesson in monetary history.

What strikes me most: the industrialists who survived weren't smarter. They just had a different relationship with debt one built on understanding what money actually is, rather than what we're told it should be.

At BASIS, this is exactly why we think about arbitrage infrastructure the way we do. The people who build the execution layer before the volatility arrives are the ones who capture the spread when it does.

The trade has always been the same. Positioning matters more than prediction.

[Helge Stadelmann @HelgeStadelmann]

@okx BASIS
@basis__pro

[DailyCoin @ReadDailyCoin]

Crypto has HFT giants on one end. Retail on the other. Hedge funds, family offices, and institutional allocators? Stuck in the middle with no proper infrastructure.
https://t.co/BaO9rGwMyI CEO Helge Stadelmann calls it the "missing middle" problem.

https://t.co/EliYpsWACl