🐦트위터 코인정보 (주요인물) – Telegram
🐦트위터 코인정보 (주요인물)
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본채널 @coingram_ch, 문의 @coingram_adm
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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Confession: While I was right (so far) that the btc [#ETF] investors would be stronger than ppl thought, I was wrong when I said we’d see less wild volatility. I’ll take the L there. I thought [#ETF]s retail replaced dumdum pre-FTX retail = more stability but what I didn’t factor in 더 보기

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📬 #Ki_Young_Ju 🔹🔹🔹🔹

For vibe coders:

http://claude.md is the law your agent must follow.

If it's naive, the agent trusts everything and leaks everything to hackers.

http://AgentLinter.com scans and fixes http://claude.md security issues in 30 seconds. It found 15 security issues in 더 보기

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📬 #vitalik.eth 🔹🔹🔹🔹

I am capitulating, I will call Twitter "X" from now on.

"Tweet" becomes a generic term for messages on any platform that prioritizes short-form text content with X-like UX, similar linguistically to "kleenex".

Usage guide:

* "Vitalik is only tweeting on Farcaster and Lens this 더 보기

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Whether it ends up a good inv or not, I can't not appreciate bitcoin's special ability to irk all the right people. The amount it pisses someone off is equal to the amount of high priest-ish-ness they carry themselves with. [#ETF]s had a similar effect esp early on, and the FT 더 보기

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Back in the day when [#ETF]s got fearmonger-ed by the high priests, I kept an ongoing list of the Top 10 list most outrageous and angry headlines which I would work into my presentations. It killed. But I retired it bc you hear way less of it. [#ETF]s' overwhelming success and track 더 보기

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Back in the day when [#ETF]s got fearmonger-ed by the high priests, I kept an ongoing list of the Top 10 most outrageous and angry attacks which I would work into my presentations. It killed. But I retired it bc you hear way less of it. [#ETF]s' overwhelming success and track record 더 보기

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📬 #vitalik.eth 🔹🔹🔹🔹

One reason (not the only reason) why I see people sometimes hesitating to switch more fully to Signal, is that they got into a habit of using Signal as their "high-priority, clutter-free" inbox and Telegram as their "everyone else talk to me" inbox, and thus hesitate to make …

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Total eruption in the 10-day volatility of $MSTZ (-2x Strategy).. 477% may be an all time [#ETF] record (I added $SPY for perspective), it's higher than $QBTX which got to 433% at one point. Crazy high vol is like degen chum and so naturally the [#ETF] saw record volume last week.

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📬 #Ki_Young_Ju 🔹🔹🔹🔹

Bitcoin is not pumpable right now.

In 2024, $10B in cash could create $26B in BTC book value. In 2025, $308B flowed in, yet the market cap fell $98B. Selling pressure is too heavy for any multiplier effect.

MSTR and DATs won't work until it becomes pumpable again.

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

I asked ⁦ @Matt_Hougan ⁩ on [#ETF] IQ today about my one (slight) worry re Bitcoin which is are OGs still into it(bc clearly the [#ETF]s and MSTR are), or are they cashing out bc they don’t like that it’s mainstream a la how kids left Facebook when their parents joined? His answer:

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

“It’s a whole lotta nothing.. more news headline than anything else.. we have a huge client base overseas and all I’m seeing is interest in US bonds” - JPMorgan’s global head of global fixed income on [#ETF] IQ re ‘China curbing U.S. debt’ story and the “Sell America” narrative

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