Stefan Koenig

Co-Founder @hull (acquired by @messagebird) • Worked @SAP • Investor @polymorphlabs, @Sameroomhq, @Shopventory • @Techstars alumni • Sailor • Dad

[Stefan Koenig @koenigst]

@vismaleaseabike Wishing Jonas a speedy recovery! Get well soon.

[Stefan Koenig @koenigst]

@elonmusk @grok Radiating positivity over here

[Stefan Koenig @koenigst]

Love it!

[Tesla @Tesla]

Weird, we were told this would never work

[Sawyer Merritt @SawyerMerritt]

I’ve been waiting YEARS to write this BREAKING post lol

[Shanaka Anslem Perera ⚡ @shanaka86]

53 banking associations just wrote themselves a $6.6 trillion protection bill.

They called it the CLARITY Act.

Here is what they do not want you to understand.

Banks pay depositors 0.1% interest. Stablecoin issuers hold Treasury bills earning 4.5%. If stablecoins could pass that yield to users, banks lose the deposit war. They cannot compete. The math is fatal.

So they made competition illegal.

The Kansas City Fed calculated what happens if stablecoins pay competitive rates. Banks lose 25.9% of deposits. $1.5 trillion in lending capacity vanishes. The entire community banking model collapses.

Their solution was not innovation. Their solution was legislation.

The CLARITY Act everyone is celebrating contains Section 404 prohibiting yield payments through any mechanism. Not just from issuers. From exchanges. From affiliates. From partners. Every single pathway to competitive returns, closed by statute.

Brian Armstrong reviewed the 278-page draft for 48 hours. He withdrew Coinbase support at 11pm. The markup was postponed by morning. He saw what Wall Street analysts missed entirely.

This is not crypto regulation.

This is Dodd-Frank for digital assets. Incumbents writing rules that crush competitors. Regulatory capture so brazen they published the lobbying letters on their own websites.

The American Bankers Association. 52 state banking associations. The Community Bankers Council. All coordinating to eliminate an industry they cannot beat in open markets.

Meanwhile China made e-CNY interest-bearing on December 29.

America is banning stablecoin yield while Beijing is paying it.

The crypto industry spent years begging for regulatory clarity.

They got it.

Clarity that $6.6 trillion in deposits will be protected at any cost. Clarity that banks write the rules. Clarity that if you cannot win in markets, you win in Congress.

This is the largest regulatory capture event in American financial history.

And it is being sold as innovation policy.

[Stefan Koenig @koenigst]

@gjperera @MarioNawfal @grok https://t.co/QfkxABhBo6

[Sawyer Merritt @SawyerMerritt]

Here is Ron Baron's full interview with @elonmusk at the annual Baron Investment Conference.

They talk about Tesla, Optimus, Tesla's AI5 chip, Neuralink, xAI, Grok 5, FSD, buying Twitter, AI, Tesla maybe building its own chip fab, their friendship and more.

I've cut out the waiting period at the beginning of the stream.

[Whole Mars Catalog @wholemars]

oh FUCK YEAH

[Rich Bira @RichAboutRE]

This is the moment... FSD V14.1.4 passed my final test.

"Can it park in my garage?"

(In Chicago, it's not easy. Garages are typically located in the back of your house, accessed via an alley that you enter down the block at four different entry points off 2 different streets.)

Tesla did it, they actually did it! Amazing!

@wholemars
@Scobleizer
@Tesla_AI

[Stefan Koenig @koenigst]

Scoble nailed it! It’s a vote that reaches beyond just Tesla as a company. Elon put Tesla in a position to be well prepared for the next chapter, and it’s not just automotive. It goes much further than just producing cars and solving autonomous driving challenges. If we want to accept it or not, the race for who dominates robotics has long begun, and nobody is better positioned than Tesla to play or even dominate this space. I also believe he will figure out how we can solve our energy challenges and will give America an edge for the decades to come.

[Sawyer Merritt @SawyerMerritt]

Elon is required to reach both a market capitalization milestone and operational milestone to unlock each tranche. If he doesn't do both, he gets nothing. This is a very shareholder friendly deal. Elon only wins if shareholders win too. The incentives are well aligned.

[Elon Musk @elonmusk]

Please take a moment to vote your Tesla stock

[Stefan Koenig @koenigst]

This 👇

[Farzad 🇺🇸 🇮🇷 @farzyness]

I very much look forward to sharing more about my journey of becoming a father.

Our little one is almost a year and a half already - which is absolutely insane to think about.

I strongly believe that there are many men out there that are missing out on the most incredible journey of their lives by waiting for "the right time".

I promise you - there's nothing in the world that will bring you more joy than becoming a parent.

No amount of money. No amount of travel. No amount of women. No amount of freedom.

Nothing.

The most human experience of all time is caring and raising a little one, and it's impossible to convey until you live it.

[TheSonOfWalkley @TheSonOfWalkley]

BREAKING: $TSLA RELEASES VIDEO EXPLAINING ELON MUSK COMP PACKAGE 👀

Tesla to $8 trillion !

[Tesla @Tesla]

Tesla shareholders: We need your vote!

Our next chapter will help create a world we’ve only begun to imagine & put the world on a path towards sustainable abundance for all.

To make this future a reality, we need your support.

We are asking shareholders to vote with our Board’s recommendations on *all* proposals.

You should now have received your control numbers that will enable you to vote.

For instructions on how to vote, please refer to your proxy materials or visit https://t.co/KG6HWudZsq

[Stefan Koenig @koenigst]

@elonmusk ☑️ Schwab via https://t.co/7coz4FRF9g: Register and use control number.

[Stefan Koenig @koenigst]

Knocking out all the mission objectives, so many successful milestones for @SpaceX today. Congratulations to the team. Kids watched every Starship launch, and there were big smiles on their faces tonight. Best bedtime story.

[Stefan Koenig @koenigst]

@Teslarati Yes

[Paul Graham @paulg]

Startups often think a partnership with a big company will be a shortcut to growth. It pretty much never works. Nor does any other apparent shortcut. There are no shortcuts. The way to get growth is to engage closely with your users.

[Stefan Koenig @koenigst]

@blader Insane

[Stefan Koenig @koenigst]

@OracleOfAds @noahkagan Kagan logic