Liquid Fund

Nothing I tweet is financial advice.

[Dr. Roman Yampolskiy @romanyam]

3 weeks, 7 Million views, which is about 3 times the views of ALL my previous interviews COMBINED. #DOAC

[Raoul Pal @RaoulGMI]

People are yet to understand that we have a macro hedge fund manager running the Treasury, not an ex-Central Banker.

He deeply understands liquidity impacts and how to drive financial conditions to drive liquidity and how that in turn drives the economy and markets.

His entire strategy is to lower the three legs of Financial Conditions - dollar, rates and oil to goose the business cycle (ISM)

Our GMI Financial Conditions Index is screaming higher (conditions loosening) as is Global M2 and even more importantly GMI Global Total Liquidity.

The effects should kick-in in the next week or two and the recovery in asset prices and economic data should be sharp in the coming weeks and should be persistent.

I'll do a full video on this for all on Monday. Can't stress how important this all is vs Tarrifs! "narratives"

[Sina 🗝️⚡ BI Report @Snz_BTC]

The yield curve before and after the Liberation day.

In only one day.

These moves are gigantic.

[Tanvi Ratna @tanvi_ratna]

The negotiations and concessions begin. I believe the next few weeks will be near frantic with lines being drawn and redrawn very quickly. In two months, we could be looking at an entirely different geopolitical order.

[Liquid Fund @mahhov]

@jarradhope_ What is your plan to decentralise civilisation? I want to know some details.

[Alisher @alisher]

🚀 Exciting times ahead at @ethstatus! We're finalizing Status Desktop and Status Mobile for public release and have some thrilling initiatives lined up. Here's a sneak peek.

https://t.co/HjTECC6oJw

[Chris Boettcher @chrisboettcher9]

Your doctor can’t do 10 pushups.

But yet you keep trusting them to take care of your health.

Here are 20 mind-blowing things they don’t want you to know about the “sick-care” system:

[Xavi Ruiz @xruiztru]

Germany: one country, two societies.

[Sean Kelly @seanpk]

Elon Musk fired 80% of Twitter (6500 people) and everyone thought that Twitter was doomed.

He was right. Everyone was wrong.

It’s the management masterclass of the decade and every entrepreneur must understand why it worked 🧵:

[Balaji @balajis]

This is a general strategy.

🇪🇪 Estonia has e-residency
🇸🇻 El Salvador has Bitcoin
🇸🇬 Singapore has AI
🇰🇾 Cayman has incorporation

Small states get powered up by the global network, and vice versa. So if you’re serious about technology, work with a friendly sovereignty.

[Liquid Fund @mahhov]

@Corpetty Sounds like parenting.😀

[Zaheer @zaheerebtikar]

In the next hour, our hearts beat as one, unified by hope and fear. This moment, more critical than any before, holds our collective dreams in balance. The approval or rejection of the ETH ETF will decide our fate. Will we rise in joyous celebration, our aspirations validated, or descend into a shared sorrow, our hopes momentarily dashed? This hour, the most pivotal of our lives, will define our future.

[Expo Research @ExpoResearch]

Bitcoin Market Update - ETF flows to Macro policy

TL;DR - Substantial ETF flows dominated $BTC price action YTD, though now due to lower ETF flows macro expectations are having more impact on Bitcoin price.

- In early 2024, spot Bitcoin ETF approval led to over US$13 billion in Q1 inflows, pushing prices above US$75,000. Since then, ETF flows have decreased, aligning Bitcoin prices more closely with US interest rate expectations.

- The Fed faces a dilemma with lower GDP growth and higher inflation, sparking fears of stagflation. Bitcoin prices declined recently, prompting outflows from US spot Bitcoin ETFs.

- Looking ahead, Fed actions could impact Bitcoin. Market shifts indicate Bitcoin's price sensitivity to macroeconomic factors and Fed policy.

Opinion - $BTC will be reactive to stimulative developments in global CB policy which seems to be on the near horizon.

[Expo Research @ExpoResearch]

Market update - future alt-coin flows

In the case of FTX there is c. $10bn of funds being paid out to crypto-traders.

Without high quality historical data to backtest on its safe to assume with high confidence that 25%-75% of these funds get re-cycled back to crypto assets once paid out.

- $2.5bn-$7.5bn of inflows into crypto is material and will be front run when we are closer to the event.

- The upper bound of the % re-cycled to crypto assets will be limited by personal preference and taxes.

- The lower bound of the % re-cycled to crypto assets will be the fact that the majority of funds go to pro/semi-pro traders who will still be active in the market.

- In the case of FTX it seems the majority of crypto & equity sales are completed and the traders will receive cash via a cheque so its a positive development from a crypto-asset price pov.

Conclusion - FTX will be one of the big sources for crypto-asset inflows in the coming year(s) (bullish alts > than bullish BTC).

[Status @ethstatus]

📢 Big news! We’ve just launched the very first public beta preview release of Status Desktop 🥳

Download it now from: https://t.co/uOIqJ9OmI2

The blog post linked below gives more information about this first public beta release of Status Desktop.

It’s early days; there are many bugs that we are aware of and working to fix, and some of the features needed for a non-beta release haven’t yet landed. But we wanted to get Status Desktop into your hands so you can see what we’ve been working on and help us find any bugs we might have missed!

Some things to note about this first beta pre-release:

👉 You won’t be able to use the Wallet to interact with DApps yet. We are still busy building this functionality!

👉 ‼️We advise against using real funds in the Wallet at this time. It’s early beta software, and bugs could lead to loss of funds. 🙏

👉 The messaging functionality consumes large amounts of bandwidth. Yes, we know, and yes, we are working on fixing this!

All that said, this preview beta release marks a major milestone in our mission to deliver the ultimate open-source, decentralised, permissionless, censorship-resistant, self-sovereign super-app!

This blog explains more about Status Desktop’s features, precautions to take when exploring this release, how to request new features, the importance of community bug reporting, and Status Mobile 2.0’s upcoming first public beta preview release.

Blog: https://t.co/ntANCs4THU

[Jason Ai. Williams @GoingParabolic]

Every man needs exactly 4 hobbies.

A physical one (lifting, martial arts, team sports)

A cerebral one (reading, chess, mathematics)

A creative one (music, writing, painting)

A financial one (stocks, crypto, real estate)

Commit to one of each and you will never feel lost again.

[Liquid Fund @mahhov]

@theDAOKING Let’s see where they will get in the future.

[Liquid Fund @mahhov]

@theDAOKING How can this organisation have 30-40 people in the comms hub, and still be poor with communication? Does not it seem strange to you? To me it is a sign of things being mismanaged.

[Liquid Fund @mahhov]

@theDAOKING Please do not forget that being realistic and demanding is also a part of the spectrum with the right to exist.

[Liquid Fund @mahhov]

@theDAOKING Everyone understands it's ideologically. Not everyone understands why it does not deliver. Many frustrated SNT holders express their concerns, but no one cares. It shows weakness. Ignorance is the worst quality.