Vance Spencer
@pythianism
Co-founder @hiframework. Tweets not financial advice. Views my own.
Milady
After 20 years at BlackRock and helping to lead its digital asset strategy, I’m beginning a new chapter: I’ve joined @SharpLinkGaming as Co-CEO. Here’s why. At BlackRock, I helped launch: - IBIT — world’s largest Bitcoin ETP - ETHA — world’s largest Ethereum ETP - BUIDL —…
when one of the largest asset managers in the world selects only two digital assets for etfs after years of due diligence their ceo believes that tokenization is the future of finance their ex-digital assets head joins a public company that has one sole purpose every major…
when one of the largest asset managers in the world selects only two digital assets for etfs after years of due diligence their ceo believes that tokenization is the future of finance their ex-digital assets head joins a public company that has one sole purpose every major…
Required Listening for Sophisticated Market Participants
NEW POD 📺 @BitwiseInvest's Head of Alpha Strategies @dgt10011 joined @im_manderson, @pythianism, and @MikeIppolito_ to discuss: - Saylor's financial engineering - The mechanics of the convertible debt market - Strategy's STRC preferred shares - And more! Links below ⬇️
Novo told you ETH was going to outperform on CNBC then drove home and dumped 80k BTC on chain There are levels, as they say, to this shit
There’s a strong argument that @BitMNR is trading at a 1x NAV multiple TODAY. @fundstrat just said $BMNR is doing $100m of net income (from staking etc). Put a 25x PE multiple on that and its $2.5b of value plus the $2b of ETH they hold equals the $4.5b market cap before any…
Bitmine's market cap surged from $26 million to $4.5 billion after recent leadership changes, generating nearly $100 million annually. #Bitmine #BMNR #StockMarket #Cryptocurrency #Ethereum #MarketCap #Investing #FinanceNews #Blockchain #CryptoInvesting video.cube365.net/c/977415
Another big day: Ethereum ETF Net Flow: +$231.23 million. This time led by Fidelity. Also another day with $ETH ETFs bringing in more buyers than $BTC ETFs.
7/24 Ethereum ETF Net Flow: $231.23 million $ETHA (BlackRock): $0.00 million $FETH (Fidelity): $210.06 million $ETHW (Bitwise): $11.53 million $CETH (21Shares): $0.00 million $QETH (Invesco): $0.00 million $EZET (Franklin): $2.84 million $ETHV (Van Eck): $0.00 million $ETHE…
The $SBET proposal to increase authorized shares from 100M to 500M has been approved by shareholders
Very small sample size… But spot eth ETFs have taken in more new $$$ than spot btc ETFs each of past 6 trading days. $2.4bil vs $830mil total. Noticeable difference. Something to watch.
Agreed! $ETH
$ETH is catching up with Global liquidity. Comparing with M2 supply growth, ETH should be trading above $8,000 by now. This shows how undervalued ETH is right now, and is probably one of the best trades out here.
The DFlow aggregator has crossed $2b in 30 day volume on Solana for the first time! We started this year with < $10m in monthly volume. We’re just getting started. Expect completely redefined market structure, novel trading mechanisms, and continued exponential growth in H2
Love offsites. We do them differently though. The offsites are actually on site, in the office. Just come to the office and you are at our offsite, even though you are on site. Its 5 days a week monday through friday for the rest of your life
Banger Phd in treasury companies
We're going deep on treasury companies this week with @dgt10011 🧑🍳🧑🍳🧑🍳
Anyone who thinks we're at peak Treasury company is wrong.
🔥 NOW: MicroStrategy increases offering to $2 billion—quadrupling its initial $500 million target—to finance additional Bitcoin purchases.
Are they selling ze ETH? I would guess non The rate to borrow naked ETH is 15% The staking rate is 3-4% Its rotation Future of france
There is now more than 670,000 $ETH (~$2.5B) in queue to exit the network, with the wait time to exit at nearly 12 days. Capital rotation, profit taking, treasury strategies. Thank you for the mention @CoinDesk @sndr_krisztian 💪 coindesk.com/tech/2025/07/2…
Tell me who your VCs are and I'll tell you how long/bad your unlocks will be
JitoSOL is now integrated into the REX-Osprey Solana + Staking ETF (SSK)! This is the first liquid staking token included in any US ETF 💪 REX + Osprey moving fast in the US 🫡
Pretty sure you weren’t supposed to put the ticker in there
Joe McCann of Asymmetric Financial, whose liquid fund is reportedly down 80% year to date, has been fundraising as CEO for a Solana treasury company aiming to raise $1.5 billion. @steven_ehrlich reports unchainedcrypto.com/new-solana-tre…