Patrick Bush
@Patrick_Bush_VE
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Crypto Research Analyst at VanEck ex Chopper/DRW/Kore Prop Trader personal opinions consider the end Disclosure:
New York
Joined November 2023
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Our gold team at VanEck, S-tier, believes that gold’s parabolic rise is due in large part to Chinese buying. Chinese investors want hard assets as their real estate market and stock market have proven flimsy.
If Hong Kong approves Bitcoin etfs, watch out.
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Why we are bullish on
@GEODNET_
TLRD: GEODNET is a logical application of cryptoeconomic incentives to create a network that provides a useful service for non-crypto businesses.
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It is rare to stumble upon a crypto project with a clear use case, product market fit, and an exceptional founder.
We are humbled to join the capital table of this promising venture.
Be on the lookout for a upcoming VanEck blog detailing our investment thesis.
@GEODNET_
We are proud to announce our new strategic investors:
@coinfund_io
@PanteraCapital
@vaneck_us
and
@santiagoroel
#gnss
#Web3
#DePIN
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@p14416575
@matthew_sigel
@origin_trail
@DrevZiga
@TomazOT
open to chat with Origin Trail but they must be willing to enter the Thunderdome with
@matthew_sigel
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@functi0nZer0
Worth a read if you are into the roman history buff's equivalent of boba fett fanfic
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Anyone claiming that TVL in a DEX does not matter and that trading volume is the most important metric is shilling you astroturfed nonsense. "It is doing $$$xxxM in daily volume on $$$xM in TVL" is not a great sign. Particularly when one factors in trading incentives.
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Ethereum Foundation on hiring a dog walker:
"We propose a novel, market-based mechanism for providing out-of-protocol exercise (OOPE) for our Canis lupus familiaris to enshrine owner-walker separation (OWS). Employing ridge regression, we assert the optimal pricing curve..."
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We lay out the case for BTC getting to $3M
"It is also important to remember that the United States and its Western allies have shifted increasingly towards the expensive bureaucratic management of issues rather than cost-effective solutions.
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Asset managers are long BTC futures on the CME, Hedge Funds are short. While this could be fut-fut basis trade for the HF crowd (CME is bid relative to binance/okx btc perps), the negative funding (~16% APY) one pays by being long perps would make it a very hairy trade. Being
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Part of the thesis on
@solana
's is an S-tier team and a committed, world-class community. Also recall that they are experimenting in real time.
It was bound to be a bumpy ride, but they will figure it out.
@0xMert_
@aeyakovenko
@7LayerMagik
@dubbel06
@jito_sol
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$100B AUM does not include
@vaneck_us
"intern gear" which could drive that figure much higher depending upon present value modeling on a 2030 cashflows basis under certain scenarios
Digital assets are still a very small % of our total AUM pie, but it’s growing.
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@ai
@bittensor_
bittensor can be used to create a subnet to validate and incentivize ANY type of useful work. fwiw a zk prover system could be built on it.
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the triple inverse immoku clouds seem to be cascading into an inverted head and shoulders orion formation. if we smash through a few more bleeding wedges on the 270 day ma of RSI's third derivative, it could mean a 17% retracement drooping flag candle. be careful everyone!
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orange coin gud
Woah
@Matthew_Sigel
brought the 🔥 on national TV. “Many of these distortions stem from a massive misallocation of capital since the GFC as G7 governments have abused the printing press, spending borrowed money on impossible goals…
#Bitcoin
is the ultimate hedge against this
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imagine if the apps in the apple app store only accepted apple stock for payments...
that is ETH and Ethereum...
@BanklessHQ
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What is going on in the Cosmos - positive developer stats as the rest of the space still declines
@EffortCapital
@artemis__xyz
@zmanian
Does not include
@dYdX
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@CatfishFishy
@CryptoD09646784
@JasonYanowitz
thanks for the great response!
same to the link community!
ill be back!
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i like $sui a lot and really like
@b1ackd0g
but the price movement (seems like short covering) and chorus of sui bulls coming out of the woodwork has me a bit uneasy
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@EffortCapital
i'd write one but no one would care because no one cares about polkadot anymore
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If you're taking trading advice (or any advice) from someone wearing Gucci clothing, you're NGMI
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@cyounessi1
@0xMert_
Cyrus once fought the 5 Yr 1:1 market and though he won, he carries deep emotional scars to this day
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@matthew_sigel
borrow rates in Solana DeFI are probably going to be astronomical for a few minutes before settling back down
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interesting confluence of "levels"
$60k BTC - broken
$3k ETH - broken
150 Yen/USD - broken
$5k SP500 - nearing
4.875% 10 Yr - nearing
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@unusual_whales
cpi falling and still being positive is deceleration of inflation, not deflation. deflation is when CPI is negative, ese
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@0xMert_
Sui can do localized fee markers because of its object oriented language. Aptos cannot.
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@mrjasonchoi
@vaneck_us
@GEODNET_
@tangent_xyz
besides being a DePIN project with a clear use case offering a better product with actual customers, we believe the founder
@mikeahorton
has a strong moral compass combined with a deep understanding of the industry he is attacking.
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@chainyoda
@cosmos
It has many major innovations in crypto. But has effectively monetized zero. Business sense is of paramount importance.
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"We have been trying to kill your industry and we intend to do the same if we win the election"
Crypto Industry:
NEARLY HALF OF ALL CORPORATE ELECTION CONTRIBUTIONS IN 2024 HAVE COME FROM THE CRYPTO SECTOR.
Axios notes: “Blockchain companies have supplied 48% of the $248 million of corporate money donated to influence federal elections this cycle,” according to Public Citizen.
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My gut reaction based upon massive negative sentiment is to become bullish
@Polkadot
. But we still have a $9B asset being steered into Davey Jones's Locker by a management team committed to building things no one cares about. This is a team, mind you, who told us that they did
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Watching early morning news and seeing NYC mayor and political organs extol the virtues of putting garbage in a garbage can. baby steps!
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Why can't
@ethereum
do a conference during Oktoberfest? I will bring
@vaneck_us
hats and that one joke that I know.
@VitalikButerin
@drakefjustin
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$ATOM path to value accrual has been challenging. How will $OP and $ARB prove to be better?
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The man has a way with words
Yes yes puke your ETH into my bids
I drink your milkshake
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From a high level, crypto is attacking a financial system that relies upon trust and authority with the double entente of computer code and cryptography.
The key question is, what is a financial system without regulatory moats and extractive middlemen worth?
@vaneck_us
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Paris Blockchain Industry Awards candidates for "Personality of the Year"
Somehow they missed "
@solana
memecoin traders" as well as anyone else doing anything interesting
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BTC returns by trading session.
If you bought BTC on Asia trading open and sold on European trading open beginning on March 2, 2023, you'd be better off. Returns by trading session.
Go Asia!
@vaneck_us
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There may or may not have been a strong voice to have the ticker be GOUP but this could also be a rumor
@aeyakovenko
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@pierre_crypt0
@vaneck_us
@matthew_sigel
The way to think about Ethereum is as a "decentralized app store" that offers 20M MAUs, $1T in value, and substantially less platform/payment fees than web2 stalwarts like Google, Apple, Paypal, etc
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Consistent red candles on the BTC chart on US trading days at 9/10AM and 5PM.
Will it repeat today?
@matthew_sigel
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using anything on chain is a monstrous time suck and consistently frustrating
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Very auspicious. Finally economic justice. Huge. Next we take the farms! Go Brat!
News: Kamala Harris will on Friday propose the first ever “federal ban on corporate price gouging” in the food and grocery industries on Friday, the campaign says in a statement
Will also announce measures on housing & prescription drugs
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Bitcoin fixes this
NEW - Scientists are scrambling: The Atlantic Ocean is cooling at record speed, and "nobody is sure why" — BGR
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@0xMert_
worst part of Sui UI is that the wallet cannot allow you to quickly cycle through different addresses on apps. you have to manually log out of all apps for each address, then re-log in. major pain point.
@SuiNetwork
@suilendprotocol
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If your mom asks you about the crypto coins, that is a strong top signal
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@matthew_sigel
@Phoenixzen83
Currently there an ongoing Cretaceous extinction event for those bearish Ethereum L2 user experience
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@0xMert_
15 years ago people from a certain persuasion were pointing to EU's success as the light to guide the US. Those same people are still alive and now pitch ideas that seem different, but align closely with EU policy.
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@CatfishFishy
@CryptoD09646784
@JasonYanowitz
i was going to write something nice about Chainlink but I suppose that is off the table
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@0xdoug
I don’t know why they need to do this. Ethereum is already the top stablecoin in the space.
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Imagine if the survivors of the first wave at D-Day were alive to see the culmination of everything they fought for condensed into a picture and displayed on the largest television in the land.
We'd all cry with them.
@matt_blumberg
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there is a time for everything. a time for war, a time for peace, a time to hate oneself for not selling the pico top, a time to hate oneself for not buying the pico bottom
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ETH's trading share of Coinbase's spot volumes snapped a 7 quarter losing streak in 2Q2024 and has been holding around 13.5% in 3Q2024 after bottoming at 12% in 1Q2024. Solana has been closing in on ETH's volume, around 7% of COIN's spot volumes, and exceeding Ethereum's volume
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Hopefully they have a token
Absolutely Ridiculous Prediction.
These Are Not Serious PEople
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The CME potentially listing spot BTC is likely just the first of many steps and may mean we are closer to ETH being declared a commodity. The CME has been using their market lead in interest rate derivatives to increase their presence in spot interest rate products as well.
To
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@atterX_
any oracle update would have had issues. it says further down they attribute the issue to the design of tendermint itself.
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A calvary charge on the exposed flank of $wbtc
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The biggest problem in crypto is that many start-ups could add crypto to their product to receive a valuation premium alongside shortened time to liquidity. This "arbitrage" indicates many "capables" find crypto unappealing. This dynamic also attracts many toxic builders.
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What they buying when they sell these tokens?
We're 4 months into the year and have already seen a massive increase in the supply of altcoins.
Made a list of the ones I can remember from the top of my head.
This is ALREADY $8.6b in additional liquid supply injected into the market.
And $70.5b in total unlocked over the
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Looks like all the hot crypto money is betting on the election. Perhaps its time for hamster races again.
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Ladies and gentlemen, boys and girls, DEGENs of all ages. bitcorn and call sellers proudly bring to you, the much anticipated autumn gamma squeeze!
@coinalyzetool
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ChatGPT has become increasingly useless. Nerfed answers have now become truncated output even when re-prompted. It has become more of a frustrating time-suck than a value-added resource.
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@cosmo_jiang
its a free incentive structure you can build a product around. just find use case, build subnet, create incentive structure, and others do the work.
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imo, the general rule with crypto is that price goes up when you are under allocated and it goes down when you are over allocated.
few
@vaneck_us
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Crypto may be down, but we have been through worse, we will go through worse, and we will win
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ETH back to 0.05. Feels like we have absorbed enough bearish news that has happened and that which seems likely to occur. Eigenlayer airdrop and associated tokens seem likely to be sold for ETH which gives it some bull catalysts. Long term, still tough to see ETH's diffentiation
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