Matthew Larson

Riding crypto waves @8DigitCapital. Love being a dad of 4. Former @Zeplin @Divvy_HQ @mainframe_HQ @Microsoft @xamarinhq

[Rob Hadick ＞|＜ @HadickM]

It’s the year 2026 and payments infrastructure is still, incredibly, analog and outdated. An initial wave of stablecoin payments companies proved out the use cases, but true enterprise stablecoin adoption has required hands on leadership from those who have been deep in the trenches of legacy payments infrastructure.

Eric and the Velocity team have a level of experience and understanding that the market has been sorely lacking and they have been able to open the eyes of enterprises to how stablecoins can enhance legacy payments and treasury stacks.

Velocity serves clients from some of the worlds top acquirers to card networks, banks and global F500s, and we’re ecstatic to be able to co-lead their Series A with Firstmark and a host of other great investors, including Capital One’s first ever investment in the space.

[Velocity @velocityxyz_]

Today, we’re excited to share that Velocity has raised a $38 million Series A.

The round was led by @dragonfly_xyz and @FirstMarkCap, with participation from @ActivantCapital, @QEDInvestors, @CapitalOne Ventures, @Ripple Ventures, @coinbase Ventures, @wintermute_t Ventures and other existing investors.

This funding will accelerate our mission to be the back-office layer for global commerce, enabling companies to move, manage, and deploy stablecoin balances across markets.

A huge thank you to our customers, partners, team and investors for believing in what we’re building. We’re just getting started.

Fortune exclusive: https://t.co/wVoHiQpkFt
Press release & our blog: https://t.co/UFcL5vwVmM

[Matthew Larson @mattylar12]

@astronomer_zero Any thoughts on your FOMC analysis? @astronomer_zero ?

[Matthew Larson @mattylar12]

@crypto_tldr_ @crypto_tldr_

[Matthew Larson @mattylar12]

@crypto_tldr_ How does this calculation work since the deal terms state that existing SONN shareholders only get 1.2% of NewCo? Seems like the assumption of minimum dilution is way off.

[Matthew Larson @mattylar12]

@BobLoukas @BobLoukas curious if you or @astronomer_zero have thoughts on how 60D cycles and Astro's FOMC cycles conflict or corroborate? https://t.co/3LexR7dcjC

[Astronomer @astronomer_zero]

$BTC, data analysis

Why we still won't pull back hard until after the 8th of June

Again, using the FOMC meetings timings, as we have done time and time again calling not only every daily timeframe reversal, including the bottom in March, the top in Feb, the breakout in Oct 2024, etc. etc, but also calling out why we would not have reversal/top in May 2025 ("don't sell in May"), instead, the opposite (see quoted tweet as to why that was). Negating the negative of our own edge by pairing it with another edge (negative & negative = positive). This reversal fade in May wasn't easy as it was a 10% edge case, because this reversal edge indeed has an approx. accuracy of 90%, as my long term followers have experienced.

And so naturally, next up, is another FOMC meeting, situating itself on the 18th of June. Still some time to go. But we're still seeing that top calling/careful sentiment going on on X so here a quick post as to why I think the opposite, namely, that $BTC still will print higher from here, and will only top out likely between the 8th and 16th of June.

Before I get into it, no, this is not a "top in June" call, this is a call that we go higher from here, and I remain bullish, big difference (to make money, focus on where the next move will go, not the move after the next move). This move = the move up in May. The next move = the potential move down in the second half of June. Potentially, maybe, and who knows.

Why do I say that? Because what if $BTC skyrockets until that time, then you would regret having waited to short that top. Secondly, alts always lag behind on $BTC, so going with momentum as long as possible gets you in the right mindset, before trying to get in the habit of shorting too early, accidentally getting tempted shorting an alt, too early, etc...

So, this is simply a call that "we have still higher to go and I remain holding all longs, adding to longs, and looking for longs on short timeframe drops", simple as that.

Bias is key, not many on X I find have a solid or sustained correct bias to make money from (most people flip flop or remain vague), so here's an anchor if you wish to lend one.

Analysis

Analysis is simple. Given that the next FOMC meeting reversal is expected to play out, that likely means that price goes higher until 5 - 0 bars on the 2D chart before the meeting, i.e., price goes higher until at most 10 days before, at least the day of FOMC itself.

Hence, price likely keeps going higher until the 8th-18th of June.

Not the only edge I use, cyclical weekly timing also lines up (we are only week 6 in the 24 week cycle), we came off an important low price action wise as discussed at the time $BTC was at 77k (my most recent weekly bottom call), as well as daily cyclical timing, and more.

So, enjoy, we likely go higher, and I just explained why.

I am holding all longs, I am not tempted to short with conviction yet, and I am looking for longs upon short timeframe pullbacks. NFA.

[Matthew Larson @mattylar12]

@nsquaredcrypto Can you clarify how you're defining the different stages?

[Jason Garcia @SirJRG]

After working closely with @JonathanLorime1 and Hayley Thomas on some fantastic products, we decided to start something new.

We will share more about what we are building and our fantastic investors later.

First, I am excited to share that we are growing our team. 🎉

1/3

[zooko🛡🦓🦓🦓 ⓩ @zooko]

Today is a good day for everyone to post this.

[Matthew Larson @mattylar12]

@davthewavealts I know you’ve got a lot on your list but curious if you’ve looked at CRV lately.

[Matthew Larson @mattylar12]

@CryptoCapo_ What would you consider as invalidation?

[Matthew Larson @mattylar12]

Loving The Network State @balajis! Is there a way to search the book app? Ended up just downloading the PDF...

[Ethan Mollick @emollick]

One chart that shows a key to the US economy's huge innovative advantage over other nations. It shows the global flows of inventors into and out of various countries from 2000-2010. What this looks like from 2020-2030 will shape the future world economy. https://t.co/i4mRfct3ls

[Alex Gladstein 🌋 ⚡ @gladstein]

1/ Here are 25 brief, minute-long lessons and moments of insight on the under-discussed yet critical relationship between human rights and money

All filmed at the @OsloFF last month in Norway

First: @nic_carter on why Bitcoin is the world's only depoliticized monetary system

[Matthew Larson @mattylar12]

@thogge Also this highlighting tech deflation vs state inflation https://t.co/rqclkg6OnQ

[Balaji @balajis]

@TheStalwart @BurakYngn @antiprosynth Longer than 280 but...

1) The inflation is already here, it’s just not evenly distributed
2) High valuations and lots of paper wealth created, but real incomes for many Americans stagnating
3) Economy is tug of war between state inflation and technological deflation

[Matthew Larson @mattylar12]

@thogge Worth a look. Here’s a thread or he’s got some interesting podcasts too. Definitely a Bitcoin angle here, but helpful to think about inflation from a totally different perspective.

[Jeff Booth ⚡️ @JeffBooth]

We are told we need inflation. This is not true. It only seems true because the rules of the game were designed that way.

[Matthew Larson @mattylar12]

@dustinseely And/or BTC hit a new ATH ;)

[Matthew Larson @mattylar12]

@thogge Web3 has been around since 2016/17 but I think it’s a factor of more people paying attention and that now there are more real world applications and use cases (NFTs, DeFi, etc) so when you say Web3 it has some meaning behind it

[Matthew Larson @mattylar12]

@jaeclarke @ahaspel What about a person of good character who shares all of your opinions? A godsend? Or just boring?