Tom Dunleavy
@dunleavy89
Head of Venture @ Varys Capital | Ex: Sr. Analyst @ Messari | CFA/CAIA | NFA | TG: dunleavy89 for dms
I could not be more excited to announce I am joining the team at Varys Capital as Head of Venture. Our Fund I is led by Sheikh Nayef Bin Eid Al Thani, a senior member of the Qatari royal family (see next tweet), among other ultra net worth folks and family offices. Fund I is…
Some personal news This is my last week at MV. It's been an awesome ride with the team here, investing in fantastic businesses like @GunzillaGames , @peaq , and so many others. I know the team will continue to execute at a high level, investing ahead of the curve. I'll be…
30% of inflation is now completely estimated by the government To calculate CPI inflation, BLS teams collect approximately 90,000 price quotes every month covering 200 different item categories, and there are several hundred field collectors active across 75 urban areas. When…
Uncomfortable truth. Rate cuts aren't needed. Financial conditions (Combo of: The federal funds rate. The 10-year Treasury yield. The 30-year fixed mortgage rate. The yield on triple-B corporate bonds. The Dow Jones total stock market index. The Zillow house price index.…
Just looked at docs for another oversubscribed $200M+ ETH treasury company. Christ. We are going to have ATM bids for ETH just sitting on the shelf for $10B+ by the end of the quarter.
.@SharpLinkGaming and @BitMNR traded $3.5bn of volume combinedtoday Together the two companies have ATM shelves worth $7bn, where they can sell that amount into the bid over time, and then buy that amount of Ethereum Study reflexivity
Microstrategy clones buying up locked token supplies from paper-handed funds is one of the best case scenarios for altcoin market structure. Cleans up supply overhangs, pumps liquidity in the market, and accumulates tokens to a permanent capital vehicle.
At this rate most of the outstanding BTC, ETH and SOL will actually be owned by companies. Making them effectively equities... Just like all the crypto anarchists dreamed 🚀🚀🚀
This is the best metric to date to value blockchains As fees decline for transactions and MEV (my firm belief that this will happen, see the blockworks or laura shin debates as had as to why), economic activity is picked up elsewhere. Previously no other metric was capturing…
1/ We’ve created an entirely new metric to measure the total size and economic activity of blockchains. It is flexible and widely applicable to chains with various use cases and user behaviors. It also has a strong relationship with Market Cap:
ETH on exchanges is actually higher today than it was in July 2024. Hm. Weird.
Since 1990, the S&P 500 was higher a year after an all-time high 82.4% of the time and up an average of 13.5% over that one year
P/S ratio on S&P 500 stocks still below 2021 highs...but above 2000
But I was told stake rate would decline as yields went down bc you would only be doing it out of "charity"
crypto people every time we're a few months into a bull run
How uninformed professional finance people are about the best performing asset class of the last 15 years literally blows my mind