Jay Morakis

President & CEO @MGroupSC; Corporate Communications expert; PR, IR, PA & Crisis. Husband and father, @Giants, @NYKnicks @ChelseaFC fan for life.

[Jay Morakis @jmorakis]

@CSCareers put $400M into https://t.co/yomocn6Mfx at a $20B valuation.

That's not just a marketing win for the company, that's an institution's risk desk underwriting the sector. In this industry, that's closer to a credit rating than any press release.

[Jay Morakis @jmorakis]

Three versions of market structure, one asset, one week. Technology is catching up to how capital already wants to move.

[Jay Morakis @jmorakis]

@SKhynix priced a $28B ADR this week through @BankofAmerica, @jpmorgan, @Citibank and @GoldmanSachs. The Korean chip maker choosing the world's deepest pool of institutional capital over its home market.

https://t.co/3r79Fx3kne

[Jay Morakis @jmorakis]

Path three: offshore platforms giving traders anywhere direct exposure, no brokerage account, no FX conversion. The borderless promise crypto made years ago, showing up in a blue-chip name.

[Jay Morakis @jmorakis]

Absolutely love this...

[Barstool Sports @barstoolsports]

The Spanish call of Messi’s equalizer is PHENOMENAL

[Jay Morakis @jmorakis]

If your entire pitch is "we will never do X," the explanation for the day you do X should already be written. Strategy had one earnings cycle of warning, most companies get less...

[Jay Morakis @jmorakis]

@MicroStrategy 's entire pitch for five years was one sentence: we do not sell our bitcoin. On Monday, that sentence became false. $216M sold to fund a dividend, the first move under a brand new "monetization program."

[Jay Morakis @jmorakis]

@jpmorgan says the new framework creates avoidable two way risk, while Bernstein says it's manageable. Both are right about the balance sheet, but neither is talking about the problem I see: a five year public promise just broke, in public.

[Jay Morakis @jmorakis]

I'm excited to watch it.

[Jay Morakis @jmorakis]

@Securitize lists on the @NYSE tomorrow as SECZ. First pure tokenization infrastructure company to go public on a major U.S. exchange. I think this is going to be a real test of the RWA thesis.

https://t.co/7WD8rGmavk

[Jay Morakis @jmorakis]

They grade revenue concentration, customer diversification, and whether the moat survives competitors building the same rails. That will be a large part of the story inside the filings.

[Jay Morakis @jmorakis]

This morning's full segment was quite something to watch - super informative and I thought healthy debate with smart questions and honest answers.

@johnjdagostino really does put things in perspective... I like it when there are adults in the room.

[Squawk Box @SquawkCNBC]

Head of Institutional Strategy at Coinbase @johnjdagostino breaks down the recent declines in $BTC & the road ahead for crypto: https://t.co/l1UL5sjbbF

[Jay Morakis @jmorakis]

The tell is who goes quiet. The businesses that survive the stress tests are the ones who built the comms architecture in calm... and stay the course during the storm.

[Jay Morakis @jmorakis]

I keep hearing about current market conditions and reputational risk... a down market doesn't break your reputation, it reveals it.

When the bid disappears, attention moves from price to positioning. In other words, who's still communicating and who went silent.

[Jay Morakis @jmorakis]

Silence can read as fear, or worse as something to hide. Trust is a very difficult thing to gain back if you run when the screen turns red.

[The Strickland @TheStrickland]

Happy 2 week anniversary of Jalen Brunson’s 45-point, critic-silencing, finals-clinching masterpiece in San Antonio