Passionate about learning.

Austin, TX
Want to know more about how decisions are made in #Ethereum? Read my latest paper (papers.ssrn.com/sol3/papers.…) with @fschaer and Moazzam Khoja. TLDR in 🧵
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"our possessions possess us" -the minimalists
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Those who wonder the meaning of life don't have one
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The great moderation. BTC vol ≈ FAANG vol. The asset class grew up.
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Greatly appreciate the time @parkeralewis and @CesareFracassi took to prepare and deliver an excellent debate. We look forward to more events like these in the future! If you missed it, don't worry, here is the link to the recording: piped.video/kXyZdAq84Iw?si=huj1…
Thank you to Mike and the Longhorn Bitcoin Club for hosting and to Professor Fracassi who I’ve known over the years for the friendly debate, very much enjoyed it and hope everyone that participated or watched found it valuable!
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A silver lining of this tariff situation is that now most have become supporters of free trade.
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Easy government access to financial data poses risks to everyone — not just those with something to hide. It can be especially harmful to those with unpopular political views or anyone otherwise in the minority. Read my latest in @thehill. thehill.com/opinion/4847197-…
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Cesare Fracassi retweeted
1/ When regulation arrives too late, policymakers push the best innovators out by failing to provide them with clarity. That’s what is happening in the United States with crypto, and comes at the risk of the country squandering its lead.
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Cesare Fracassi retweeted
Tether made more money last quarter than Goldman Sachs. Tether: $2.85 billion Goldman: $2.01 billion
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Want to know more about how decisions are made in #Ethereum? Read my latest paper (papers.ssrn.com/sol3/papers.…) with @fschaer and Moazzam Khoja. TLDR in 🧵
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5- The reliance of smart contracts on few oracle and stablecoin providers create reverse dependency and governance veto power.
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6 - Governance decisions influence crypto prices: Ether price increases 12% leading to the final discussion of Core EIPs.
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Inflows into #BitcoinETF have been modest so far (~$1.1B per @EricBalchunas ). Is this a bad signal for crypto? No, if you believe in market efficiency. Let me explain... 🧵
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Bitcoin prices increased significantly over the last few months, as the market became more and more convinced that Bitcoin ETF were coming. Prices increased until the market does not expect significant inflows from the ETF launch.
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So is moderate ETF inflow a bad signal for Bitcoin? No. This is how efficient markets should work.
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