Coatue’s Philippe Laffont is latest in long line of world’s best fund managers to understand #Bitcoin is the greatest macro investment of a generation. https://www.cnbc.com/2025/06/14/why-bitcoin-is-becoming-more-central-to-portfolios-per-coatues-laffont.html
Great conversation with @Kantrowitz on the @BigTechnology Podcast.
Even Elon is experiencing DC back-stabbing I know so well, and Capitol Hill's empty words around deficit reduction (BBB). Discussed trade policy, Apple's tariffs, Bitcoin and more.
Thank you DOGE for erasing the illusion government can cut $2 trillion. Now the tariff revenue blocked and won’t help offset increased big beautiful spending.
Sat down for a wonderful conversation with @jacqmelinek at @SolanaConf. Talked about the future of blockchain's impact on finance, and @Solana's role as one of the main platforms on which this transformation will be built.
Stablecoins will lower the cost of transactions and help U.S. dollar supremacy: Anthony Scaramucci https://www.cnbc.com/video/2025/05/22/stablecoins-will-lower-the-cost-of-transactions-and-help-u-s-dollar-supremacy-anthony-scaramucci.html
SALT and Kraken Announce Preliminary Speaker Lineup for Wyoming Blockchain Symposium 2025 Crypto Summer https://www.prnewswire.com/news-releases/salt-and-kraken-announce-preliminary-speaker-lineup-for-wyoming-blockchain-symposium-2025-302461589.html
.@consensus2025 was a blast. Always energizing to be around so many brilliant innovators all working on blockchain to build the future of digital finance.
Thanks to event organizers and my fellow panelists for a great conversation.
Always enjoy sitting down with @jacqmelinek. Hope to see everyone at @SolanaConf. @solana continues to cement itself as a leader in the space and go-to platform for longterm blockchain-based innovation.
Passing GENIUS Act would be good for America, Americans, the dollar, banks of all sizes, fintech startups and rules-based crypto. If Democrats oppose this bill, which puts checks + balances on all actors, it is political suicide. Let's end technology gradualism in Washington.
More crypto related companies than expected will go public this year. More onboarding. More access to capital.
Coinbase added to S&P 500 juices previous two statements.
Banks and Wall Street will jam this so far into the tradfi system, combined with aforementioned securities being in pensions and 401ks, that it is basically codified into law by consensus and risk of future administrations fighting crypto is off the table.
1.5 states have now created an SBR increasing probability that more will follow.
All this forces hand USA or other counties will buy bitcoin. Game theory.
All of above makes Bitcoin an asset class not an investment. Asset classes by definition are much larger than investments.
Other: it’s becoming increasingly clear that Bitcoin mining is essential(!!!) to maximizing existing energy grids needed to bridge us from now to capex update. Certain AI models also need variable load energy sources requiring bitcoin energy integration.
Great to open the #Consensus2025 main stage with Pascal St-Jean @3iq_corp talking $SOLQ @solana, alongside @JonoSteinberg @JSeyff on “Can We Call Crypto an Asset Class?” @CoinDesk
Massage stations at crypto conferences are a must, given the stress this industry causes us. But I’m learning to Stay Calm and Stack Sats. @CoinDesk #Consensus2025
Casper 2.0 is here, and it’s an example of how blockchains need to evolve in a post-hype environment to meet real world use cases. My take on why it matters: https://www.linkedin.com/pulse/caspers-reinvention-real-ownership-logic-post-hype-anthony-scaramucci-q7dne @Casper_Network $CSPR
Spoke on @BloombergTV about our @SkyBridge + @ftportfolios Crypto Industry and Digital Economy ETF $CRPT, including $COIN $GLXY $MSTR. Also a nugget on $SOLQ @3iq_corp @solana
58 wallets have made over $10 million each from President Donald Trump’s meme coin, totaling $1.1 billion in profits, blockchain analytics firm Chainalysis said. 764,000 wallets of mostly small holders have lost money on $TRUMP, according to the firm. The $TRUMP event, set for May 22 at Trump National Golf Club, Washington, D.C., includes a reception for the 25 wallets with the largest balance, along with a White House tour.
On the ground in Bermuda for the @DigitalFinForum!
The island nation, led by @BermudaPremier, has continued its tradition of responsible innovation. Excited for three days of discussions and networking among industry leaders; across digital assets, blockchain and AI. 🇧🇲🏝️
Trump’s (misguided) policies are (unintentionally) super bullish for bitcoin. The case for a non sovereign digital currency/store of value has never been stronger.