product marketing @anchorage // prev @okx + @wallet // neofinance enthusiast
Tampa, FL
- Tweets 1,101
- Following 364
- Followers 306
- Likes 13,400
Pinned Tweet
Clarity is almost always the de facto bottleneck.
Knowing what to do is harder than doing the thing. Especially now.
38
What happens when nation states can no longer fund themselves?
This is perhaps the most consequential question of our time.
Peter Thiel says the growing US budget deficit is going to push America to "socialist levels of taxation" or massive cuts to welfare:
"You have basically three choices":
1. Massively cut spending
2. Massively hike taxes
3. Keep kicking the can down the road
"For close to 20 years, the answer's been #3.
"Ever since the 2008 crisis, we've just been borrowing more and more money."
"My intuition is we're close to point where that ends, and then you're going to be pushed to a very non-centrist solution of either socialist levels of taxation or some really tough austerity measures."
Via Mathias Döpfner
26
Will retweeted
Order books thinning while spot volume climbs is a classic pre-regime-shift setup.
I coined the Liquidity Absorption Ratio to track exactly this.
Short-term price action can stay choppy, but the bull cycle turn still seems intact. Cool indicator to watch going forward.
3
3
36
1,748
Will retweeted
Whole portfolios, delivered as a single onchain token.
Congrats to @Ondo on launching Ondo Intelligent Portfolios, with every holding, weight, and rebalance visible onchain.
Tokenized markets are moving from single assets to full portfolio construction, and we're excited to keep building the institutional custody layer underneath it.
Only for eligible non-US investors.
Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.
Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.
The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.
1. BLKHIon: Ondo High Income Powered by BlackRock
2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock
3. BLKGRWon: Ondo High Growth Powered by BlackRock
Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.
“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock
Ondo Intelligent Portfolios can unlock novel capabilities:
→ Programmatic rebalancing
→ Full composability with DeFi
→ Complete transparency onchain
→ Multiple asset classes in a single token
This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain.
9
11
77
6,572
Will retweeted
"Evolutionary psychology begins with a simple idea: The human mind is part of the natural world and, like the rest of the body, was shaped by evolution."
Top 18 Quotes about Evolutionary Psychology
stevestewartwilliams.com/p/t…
12
40
227
11,601
Insist on simplicity. Insist on clarity. Insist on goodwill.
This is how you become unfuckwithable.
50
Will retweeted
HIFI, a stablecoin-native payments API, is now building on Anchorage Digital's regulated banking infrastructure.
Companies from startups to the Fortune 100 use HIFI to move money across bank rails and blockchains, and that interface now connects directly to stablecoins issued by the first federally chartered crypto bank in the United States.
@hifiHQ can now access GENIUS ready products, with reserves, custody, and settlement sitting inside the bank, not stitched across intermediaries.
2
4
16
3,366
Will retweeted
BREAKING: Clavicular joins AI leaders in calls to slow the pace of frontier model development.
“It is important to safetymaxx AI development to ensure we don’t get brutally mogged by AI agents”
27
58
1,374
98,167
Creating documents is cheap now.
I have personally been seeing a lot of 20 page docs that don't mean much. Could've been just 1 page. Or a paragraph.
Length used to cost something, so it signaled effort. It doesn't anymore. Which is why I'd go as far as to say that brevity, more than ever, is a sign of real thinking.
If you are not reducing cognitive load for clients and colleagues, there's a big chance you are causing more harm than good.
Lazy work used to mean too little output.
Now, with AI, it often means too much and more work for everyone else.
@tobi call it "slop grenades."
A "Slop Grenade" is when you let AI produce the work and pass it on without adding any value (including checking it).
Someone else has to wade through it, catch the mistakes, and clean up the mess.
You save time and look productive but someone else pays for it.
1
158
Love this clip from @dlawant
When I invest, I like to have long-term "megatrends" on my side. Currency debasement is one of those.
Anchorage Digital Head of Research David Lawant says the debasement trade, rather than a trade, is a secular trend. Best viewed over years, not months or quarters.
The theme faded while markets focused on AI. Recent macro shifts brought scarcity back into focus, and scarcity is a strong trigger for Bitcoin.
Full episode with @RTB_io: roundtable.io/tech/policyand…
2
5
483
Will retweeted
thanks for this frame @Anchorage
Brian Mahoney, Co-Founder of @MezoNetwork, talks about how Mezo uses Anchorage Digital custody and staking to let Bitcoin holders earn rewards without ever selling BTC.
Full case study 👉 anchorage.com/client-stories…
7
10
42
4,404
Will retweeted
Brian Mahoney, Co-Founder of @MezoNetwork, talks about how Mezo uses Anchorage Digital custody and staking to let Bitcoin holders earn rewards without ever selling BTC.
Full case study 👉 anchorage.com/client-stories…
7
11
42
9,549
Adjust your assumptions and act accordingly.
"I hope I'm wrong, but I think we are going to face the darkest, darkest, period in cybersecurity in the next 10 years."
Gili Raanan (@giliraanan), Cyberstarts
96