Raye Hadi
@rhadiARK
Onchain things @ARKInvest | Research Associate | prev @blockchain_uva | Disclosure: http://arkinv.st/terms
We think crypto, particularly smart contract L1 tokens, represents a distinct and transformative asset class. Ethereum stands out as foundational: it secures the on-chain economy via proof-of-stake, enables transactions, and acts as programmable collateral at the protocol layer.…
We are honored @CathieDWood and @ARKInvest embrace our vision for Bitmine @BitMNR - ARK has been at the ground floor and forefront of AI, Bitcoin, Palantir $PLTR… Glad to have her on our team for $BMNR
If the @base app takes off, it could mark the beginning of a "walled gardens" phase in Ethereum’s L2 roadmap. Fragmentation has been the biggest criticism of L2s, but if real utility emerges through the composability of protocols built on the same tech stack, that narrative could…
Can't tell if this is rage bait or if this guy is actually serious
If you don’t use a product don’t shill it please 🙏 Make 2 Ethereum wallets - fund them (will take an hour minimum) Send some value between them (will take 30min and be a pain in the ass) Swap for a erc-20 derivative token on a Ethereum dex (will take 30 min and be a pain in…
I saw this back in March and brushed it off, great take in hindsight. Still bullish DeFi and open-source protocols tho. Innovation & experimentation happen at the fringes and centralized players move slower here by design. DeFi will keep driving innovation.
Really starting to feel like you guys wrote a bunch of open source code for the last 10 years and Robinhood is about to come in and make all the money off of it
Some solid content in here: @LorenzoARK and I break down Robinhood's new crypto suite (tokenized equities onchain and the L2 announcement). And @dpuellARK covers the 80k btc movement
x.com/i/article/1944…
Since The Merge 1,030 days ago, only ~373k ETH net has been issued (accounting for the burn). In just the last 9 days, ETH ETFs have pulled in ~380k ETH. That’s 3 years of new supply eaten up in less than two weeks. Supply shock coming for BTC and ETH
The bitcoin network only produces 450 bitcoin per day. Yesterday alone, bitcoin ETFs bought 10,000 bitcoin. There is unrelenting demand from corporations and institutional investors and that’s colliding with severely limited supply. @dpuellARK @LorenzoARK @rhadiARK
Some great insights here Had a blast working on this with @dpuellARK- check out his thread below. Full report attached as well
The Bitcoin Monthly report for June is out! ark-invest.com/crypto-reports… Thread below.
After years tracking the evolution of blockchain and crypto, I’m thrilled to share that I’ve joined @ARKInvest on the Digital Assets team. It’s an incredible time for the industry, and I’m excited to help advance the financial infrastructure of the next era.