Pranav
@vaneckpk
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Portfolio Manager of Digital Assets Alpha Disclosure:
Joined February 2016
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Hey
@elonmusk
, hit a snag with my
#Cybertruck
—the 2nd delivered in NYC! Love the car. Just months after getting it,
@GEICO
dropped my coverage, saying they won't insure CTs anymore. Struggling to find an insurer after 5+ brokers turned me down. Can't drive it and also can't sell
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Exciting times ahead if you can stomach all the near term volatility. Over a 12-24 month time horizon, the setup for liquid tokens hasn’t looked this good.Just need to be able to stomach the short-term volatility and not get shaken out:
1. Central banks are shifting from
Sentiment reset & leverage flush while most quality cryptoassets put in significantly higher lows than we saw in 2023. Meanwhile, central banks globally about to get forced into easing — a bit more turbulence possible in Q3, but regardless a beautiful early bull setup.
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@TeslaBoomerMama
@elonmusk
@GEICO
Yup no Tesla Insurance. I also have an insurance broker who is excellent and they came back to me with "everyone – and I mean everyone – else has declined to offer coverage."
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I believe attributing Solana's success solely to "crushing UX for retail casino" overlooks the bigger picture.
If we assume that killer apps are yet to come, and that tokenized equities (if regulators permit) could be one of them, then we (as tradfi) have two potential key
Some good replies.
For me it's less that ETH has been weak - it's more that BTC and SOL have been so damn strong.
Bitcoin crushing narrative.
Solana crushing UX for retail casino.
Ethereum's strengths aren't as obvious this cycle - a slower build. But ETH's time will come.
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Great thread
@cmsholdings
. As someone who manages a liquid token strategy, I'll add a few thoughts:
Liquid crypto is probably the single biggest untapped investable segment for crypto funds and represents a huge opportunity that will almost certainly get no inflows couple thoughts why and how it feeds into VC outsizing and general animosity from wider market
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@lucaatalla
@TeslaBoomerMama
@elonmusk
@GEICO
This worked (covered by State Farm for now), thank you
@lucaatalla
and thank you
@TeslaBoomerMama
@Tesla
community is great!
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@NateGeraci
@vaneck_us
@HeleneBraunn
Users pay gas fees when they transact on Ethereum, and a portion of those fees, known as the base fee, is burned, reducing the supply of ETH. The priority fee, or tip, is paid to validators for transaction processing. While stakers earn rewards for securing the network, burning
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@WinstonJF
@elonmusk
@GEICO
FWIW, I’ve heard this a NYC issue? I have a good driving record, 0 accidents and maybe 1 ticket in my 16 years of driving?
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Banks face a classic Clayton Christensen innovator's dilemma. Even if they become the ultimate issuers of stablecoins, it's likely to be margin dilutive compared to the current system. Currently, between the acquiring bank and issuing bank, the banking rails take approximately
Stablecoin providers will become the largest financial institutions in the decades to come
It may be incumbents like banks that roll out their own and leveraging their distribution
Or it may be crypto native like Coinbase who has already achieved decent scale with USDC
Opening
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Gangster move with
#HODL
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3- The most valuable lesson I've learned in my ~2 years of doing this is to find an amazing partner/backer. You need a partner who embraces the volatility of the bet. For me, that partner is
@JanvanEck3
. We started our liquid token strategy 2 weeks after 3AC, and it was a
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@StockMKTNewz
I wish I had a crystal ball that looked that far out with any degree of certainty
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Crypto founders: b/d ≠ shilling tokens. Grow real demand for great products. If it's truly wanted, interest in the token will follow. Focus on quality discovery, not hype.
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I would agree with
@andrewrsorkin
on this,
@eightsleep
saved my life...I went from getting 4-5 hours of mediocre sleep per night to 6-7 of high quality sleep.
@m_franceschetti
@a_zatarain
are building a really special company.
Elon Musk, Mark Zuckerberg, and many of your favorite athletes all sleep on an
@eightsleep
.
I loved the product so much, I begged Matteo and Alex to let me invest.
Today they launch the latest version of their product. Sleep fitness improving lives.
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Congrats
@Nick_van_Eck
and
@AgoraDollar
team
Nick Van Eck, son of investment management veteran Jan Van Eck, is making a bet on crypto with the help of his namesake family business
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@kieranwgoodwin
@boazweinstein
great thread. If this is systemic risk to the private credit markets, why would the street not just amend covenants for some incremental yield? The street doesn't want this market to implode and have a cascading liquidation?
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Hmu 🤙🏾
Headed to DAS London? Catch portfolio manager
@vaneckpk
at the panel below. DM him if you would like to meet up.
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Big fan of Odd lots by
@tracyalloway
and
@TheStalwart
. They cover a wide breadth of topics with accuracy and sufficient depth with limited jargon.
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@elonmusk
@WholeMarsBlog
Probably worth taking seriously when
@elonmusk
says “It's relatively easy to make a prototype but extremely difficult to mass manufacture a vehicle reliably at scale"
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🫡
From the HSBC Hedge Fund Report:
Digital asset funds are a the best performing hedge funds for 2024…
and 2023.
@vaneckpk
@joemccann
@RaoulGMI
@JanvanEck3
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1-Liquid tokens are venture assets with liquidity. In traditional finance, companies go from pre-seed round to IPO on average 6-8 years after inception. As a result, *most* of these liquid investment opportunities don't offer venture-like returns. In crypto, many projects go from
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2 concerning charts that makes me wonder “wen stimmy?”
Personal savings of people in the US is now below Q4 2008 levels..I picture checking / savings accounts having lower balances
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2-Liquid crypto affords investors the luxury of having multiple shots on goal and the ability to be wrong. We at
@vaneck_us
, like many others, view crypto adoption probabilistically – a 50% chance of on-chain products going mainstream and a 50% chance of remaining niche. Many
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@BillAckman
AI's energy consumption could double data center electricity demand by 2026, eclipsing Bitcoin mining. While Bitcoin's energy use is notable, AI's growing data center power needs may lead to greater consumption. This AI shift has complex implications, potentially challenging
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@VinnyLingham
@NickTimiraos
I don’t predict Fed moves, I just observe what prices / market is telling me. And I also pay attention to what
@LHSummers
says. He was calling for hikes / tightening policy pretty early and was calling for the fed to remain hawkish all through last year.
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@elonmusk
@MattWalshBlog
Being able to watch long-form videos on Twitter is a game-changer – a simple feature that makes a significant difference from a user standpoint. It's also a big win for Twitter as it increases time spent (thus improving monetization). Pair that with talented creators and quality
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🙏🙏
One of our private funds ranked in the top 10 crypto hedge funds last year. Funds were ranked by net return (net of fees) in the cryptocurrency category by
@BarclayHedge
in 2023. 👀
@vaneckpk
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Putting all the political bias aside, I highly recommend watching this.
@jaredkushner
was thoughtful, balanced and neutral. Wish he spoke more during his time at the WH.
Here's my conversation with
@jaredkushner
, former Senior Advisor to President Donald Trump, and one of the most influential presidential advisors in modern history. We discuss the Hamas attack on Israel in the full context of the history and geopolitics of the region. This
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Done
Your voice matters.
#StandWithCrypto
has made it as frictionless as possible to get involved and move the needle.
If you support crypto in the US, please consider spending a few valuable and meaningful minutes helping out today.
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Crypto in general has always been a binary bet - future of finance or irrelevance. Tech (UX/scalability) improving for certain projects and US regulatory landscape shifting positively (Bipartisan support growing).
We're in the middle of a market structure shift: from "everything
Timing crypto markets in the near term I believe is tricky but this is probably the most challenging environment I've seen especially since equities are ripping, rates are high but crypto is chopping with pronounced vol
At the same time this might be the time I've had the most
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@FischerLukeM
@eightsleep
@m_franceschetti
@whoop
I so relate to this. Vacation sleep vs an average weeknight in my
@eightsleep
@m_franceschetti
you’re ruining vacations for me…
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@BloombergTV
@LHSummers
How does this logic make sense? “Emerging credit problems” so let’s go ahead and tighten monetary policy further to worsen it?
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@KyleSamani
@MikeIppolito_
@JanvanEck3
Got into crypto in 2017 thanks to
@KyleSamani
and
@TusharJain_
All a team effort at
@vaneck_us
led by
@JanvanEck3
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Rising costs of education and housing, stagnant wages, and pandemic-related setbacks have led Americans in their 30s to pile on debt. Fed's interest rate hikes seems to be worsening this issue. Some worrisome charts, the trend's seem to be accelerating...
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