
Alex Thorn
@intangiblecoins • 58,916 subscribers
Head of Firmwide Research $GLXY @galaxyhq @glxyresearch 🎙️https://t.co/C0Vf35tubH Past @Fidelity Patron @pubkey_nyc disclaim https://t.co/wlEnSXVqnF
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Videos

CZ on Hyperliquid: “I think the Hyperliquid invention is actually awesome. They occupy a niche that Binance.. cannot compete. They don’t have KYC. They claim they’re decentralized… I would never do what they do, given what I’ve experienced… I assume they have good lawyers.”
Alex Thorn9,510,010 次观看 • 1 个月前

📺 NEW: Full Michael Saylor episode from now on X - Michael's first interview after BTC crossed $100k. 📊 Michael talks about $MSTR strategy, strategic #bitcoin reserve, gold's failure, $MSFT pitch, bitcoin development, and much more Time Stamps: 0:00 Intro clips 0:58 Thorn Intro 2:20 Saylor interview start 2:33 Bitcoin broke $100k 2:45 $100k is important milestone 4:43 MicroStrategy has never been more “right” 7:50 FTX to Silvergate Bank & Chokepoint 2.0 8:55 2024 Price Action & ETFs 10:15 Trump Campaign & Bitcoin 10:43 MSTR’s 21-21 Plan announcement 12:30 A crypto reactor fueled by Bitcoin 13:32 November 5 Market Takeoff 15:22 30 yrs to $500m, 4 to $10bn, 4 weeks for $13.5bn 16:55 Dominos fall, Jerome Powell comments 17:30 Zero Coupon MSTR Bond, Ahead of schedule 18:50 How else might MSTR raise? Treasury strategy 19:55 Volatility as energy, flexibility of offerings 23:45 Some people hate volatility 24:55 Financial engineering liKe a combustion engine 26:48 Shorts gotta short, longs gotta be long 31:14 Something for everyone 33:24 Overnight deposits vs Permanent Capital 43:50 People would go ballistic if we “took gains” 45:08 Pick a strategy, solve a problem for the market 46:21 Bitcoin for Corporations 47:15 Buying flood insurance is no way to live 47:55 MicroSoft and other companies 1:00:43 How much Bitcoin is enough? Dave Portnoy 1:06:44 Could the government seize BTC? 1:09:03 Fiat era is longer than we think 1:16:10 Bitcoin competes with Gold, and gold has failed 1:21:03 Strategic Bitcoin Reserve 1:28:09 Proof of Reserves? 1:29:44 Bitcoin development 1:37:25 What do you say to nocoiners? BDS
Alex Thorn582,583 次观看 • 1 年前

quantum is not why the whale sold novo didn’t connect the two. he said it was one reason ppl are claiming for btc weakness, but he disagrees with that (this is clear if you read the full transcript) he then clarified on bloomberg that quantum isn’t the reason for btc weakness
Alex Thorn179,946 次观看 • 5 个月前

treasury secretary scott bessent unloaded last weekend re CLARITY ACT “nihilist group in the industry” that are “recalcitrant actors” who should “move to el salvador” if they “would prefer no regulation over this very good regulation” i think we all know who he’s talking about
Alex Thorn91,405 次观看 • 5 个月前

cryptographically voted my onchain GLXY shares (issuer-sponsored, native tokenized $GLXY) in galaxy’s annual proxy. felt like connecting a wallet to defi afaik first publicly listed onchain equity to proxy vote cryptographically in history. props to broadridge + superstate
Alex Thorn23,332 次观看 • 2 个月前

“How Real is the Quantum Threat?” this was one of the best panels of the whole conference imo Rearden 🛩️ BIP448 🥖 fork/acc James O'Beirne Hunter Beast 🕯️ Alex Pruden each represented and defended their positions very well. and it had some great spicy moments 🌶️ full video from yesterday in vegas
Alex Thorn25,902 次观看 • 2 个月前

the debanking of crypto was a coordinated effort here’s Dick Durbin dunking on crypto the 1st day the senate opened after jan. 27, 2023 (day of the fed’s 2nd OC 2.0 letter, custodia denial, and white house anti-crypto blog) — carefully timed (truncated and with some notes 😉)
Alex Thorn77,945 次观看 • 1 年前
