Mippo 🟪 @MikeIppolito_ Twitter profile

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Mippo 🟪

@MikeIppolito_

4 months

27 predictions for 2024 🧵

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Mippo 🟪

@MikeIppolito_

4 years

Joe. F***ing. Rogan. Yesterday, Spotify announced a $100 million exclusive partnership with Joe Rogan. $100 million sounds like a lot of money - but is it really? Time to look into who the real winner of this deal is. Thread 👇

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Mippo 🟪

@MikeIppolito_

2 years

1970 Median Home Price: $17,000 1970 Median Income: $9,870 2022 Median Home Price: $440,000 2022 Median Income: $61,937 🧐

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Mippo 🟪

@MikeIppolito_

1 year

Liz Warren has a $67M net worth even though her salary is $285K per year. Either she saved 100% of her earnings for 235 years, or she is making money another way 🧐

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Mippo 🟪

@MikeIppolito_

3 years

Crypto might be volatile but at least it doesn’t need $120 billion injected into it every month just to function.

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Mippo 🟪

@MikeIppolito_

3 months

Maybe this is the real reason crypto has four year cycles

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Mippo 🟪

@MikeIppolito_

2 months

Anyone else have a weird feeling rn? The whole market is giga sending. BTC at ATHs, alts up 5-10X off the lows. Still there's no euphoria and barely a whiff of retail. VC investment lagging, LP interest anemic. It's probably just the calm before the storm, but feels odd.

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Mippo 🟪

@MikeIppolito_

3 months

Bitcoin at $50K. No MSM coverage. No texts from family. Timeline is unbothered. Man is this a good time to be alive.

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Mippo 🟪

@MikeIppolito_

2 years

Prediction: crypto’s next bear market is not an 80% drop. It’s a 1-2 year period of sideways chop. Max pain for crypto isn’t volatility, it’s boredom.

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Mippo 🟪

@MikeIppolito_

9 days

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Mippo 🟪

@MikeIppolito_

3 months

Bitcoin ETF flows YTD: $4.1 billion Gold ETF flows YTD: -$2.4 billion This is the real flippening.

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Mippo 🟪

@MikeIppolito_

2 months

“I saw Bitcoin went down 6%, hope you took some chips off the table”

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Mippo 🟪

@MikeIppolito_

2 years

Why censorship (not inflation) will drive Bitcoin adoption in 2022 and beyond🧵

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Mippo 🟪

@MikeIppolito_

2 years

Every speculative bubble in crypto gives us a glimpse into the future. Here’s what the 2021 bull run has to tell us about what’s coming next 🧵

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Mippo 🟪

@MikeIppolito_

7 months

Finding the Caroline bashing pretty tasteless tbh. What she did was awful and she deserves her day in court. But most of what I’m seeing is ragging on her personal appearance or just flat out misogyny. Very little humanity left on this app.

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Mippo 🟪

@MikeIppolito_

2 months

The Zuck comeback arc is a sight to behold. Moisturized, in his own lane, deleting a Big Mac. All while Elon posts memes to an army of incels, endorsing conspiracy, fighting everyone. Study this.

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Mippo 🟪

@MikeIppolito_

6 months

If you owe the bank $1 million dollars, it’s your problem. If you owe the bank $1 billion, it’s the bank’s problem. If the banks lose $1 trillion, it’s the government’s problem. And if the government has a problem, then you have a problem.

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Mippo 🟪

@MikeIppolito_

4 years

There are large, blue chip media companies that spend hundreds of millions of dollars and still can’t acquire an audience that size. CNN had 148 million digital viewers in January, and that was their biggest month ever. Joe did it with only a microphone and a staff of four.

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Mippo 🟪

@MikeIppolito_

4 years

Joe Rogan is the undisputed king of podcasting. He has built an empire that attracts 190M downloads a month with only a microphone. As @APompliano says: “One of the true paths to freedom is making a living with only an internet connection.” No one does it better than Joe.

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@MikeIppolito_

4 years

That isn’t to say it’s not a financial win for Spotify. It is. At the time of this post, Spotify’s stock is up over 10%. That translates to over $3B in market cap, or over $100M for personally for Daniel Ek. Basically, Rogan has paid for himself in one day.

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@MikeIppolito_

3 months

Interesting tidbit from Coinbase's earnings call. The entire CB ventures portfolio, which includes the like of Celestia, Arbitrum, DYDX, etc... is held on balance sheet at cost (!). Wild. That's got to be worth 50X the current marks, maybe 100X.

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@MikeIppolito_

6 months

Calling it now: Coinbase is about to go on a biblical string of earnings beats. Reasons why: - Volumes up only from here - Crypto prices 📈 = more staking revenue - USDC is recovering and rates are still high - Base sequencer fees The analysts won’t know what hit ‘em.

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@MikeIppolito_

5 months

If you watch one thing today, make it this. It feels like this video was made for me. I'm confident it will for the entire generation of Millenials and Gen Z as well. Powerful, stirring stuff.

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@MikeIppolito_

4 years

JRE is interesting because it breaks all the rules of content. 1. Episodes are 2+ hours long 2. Daily episodes (instead of once a week) 3. Controversial guests (s.c Alex Jones) These unorthodox decisions made JRE the largest podcast in the world at over 190M monthly downloads.

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@MikeIppolito_

3 years

It’s not a big deal that Elon Musk sold Bitcoin. It is a big deal that one tweet can move a $1 trillion dollar market 20%.

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@MikeIppolito_

4 years

Here's a link for those interested in reading more on the making of Joe Rogan and what the acquisition means for Spotify as a platform.

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@MikeIppolito_

1 year

Pessimists sound smart, optimists retire on beaches. H/t @chigrl

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@MikeIppolito_

1 year

Robin Williams understood banking in 2009 better than 99% of our politicians today. Cc @rileysilbert

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@MikeIppolito_

4 years

Don’t buy Bitcoin for yourself. Buy #bitcoin for your kids.

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@MikeIppolito_

4 months

51,662%. That’s how much Bitcoin is up since the Winklevii first filed for an ETF in 2013. The SEC’s track record of investor protection remains undefeated.

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@MikeIppolito_

4 months

Is there precedent for comments like these from an SEC chairman? The more I think about it the more inappropriate it seems.

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@MikeIppolito_

2 years

The trial of the century is happening and no one is talking about it. Ghislaine Maxwell could bring down royals and ex-presidents, but we’re hearing nothing about it. The silence should concern all of us.

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Mippo 🟪

@MikeIppolito_

7 months

Stablecoins are the 16th largest sovereign holder of treasuries. They hold more USTs than: - Norway - South Korea - Saudi Arabia - Germany - The Netherlands - Mexico - The UAE Wild.

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Mippo 🟪

@MikeIppolito_

5 months

Most of my friends are completely unaware crypto has moved at all. It’s pretty remarkable actually. I would guess retail doesn’t return until $50-$60K. Hard to overstate how bullish that is.

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Mippo 🟪

@MikeIppolito_

2 months

Worldcoin is going to end in tears. $87B FDV vs $1.1B in market cap and the token’s up 4X in the past month. The worst part is the MSM will take it seriously because of its ties to Sam Altman. Decent chance this gets labeled “the next FTX” when it inevitably dumps 98%.

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Mippo 🟪

@MikeIppolito_

4 years

Bitcoin will hit $30,000 before the Dow hits $30,000.

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Mippo 🟪

@MikeIppolito_

2 months

A quick thread on if we're speedrunning this cycle 🧵

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Mippo 🟪

@MikeIppolito_

4 years

There is also the non-financial aspect of the deal. Rogan is the biggest name in podcasting and it’s not even close. He is to podcasts what Jordan is to basketball. What Tiger is to golf. An exclusive partnership with Roganis a symbolic win for Spotify.

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Mippo 🟪

@MikeIppolito_

10 months

EthCC was electric. I’ve never interacted with so many energized people focused on L2 scaling, AA, MEV, and ZK tech. If you missed the conference, here are 5 big takeaways for what's coming next 🧵

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Mippo 🟪

@MikeIppolito_

1 year

This is pretty nuts

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@MikeIppolito_

7 months

In 1998 Bill Gates argued to end the ban on encryption. The rationale? The ban was “sending business to overseas firms.” In 2023 @brian_armstrong is making the same argument, history rhymes.

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@MikeIppolito_

3 months

If history repeats, this chart tells us two things. 1. The parabolic phase is close 2. We have ~12 months left of the bull

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@MikeIppolito_

4 years

Crypto doesn’t feel like 2017 at all. 1. The teams are better 2. The use cases make sense 3. The discussions are nuanced 4. Companies are raising $2M from VCs instead of $200M from an ICO I’m just going to say it - this time feels different.

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@MikeIppolito_

10 months

Larry Fink in 2020: Bitcoin is a scam and uses too much energy. Larry Fink in 2023: ESG is a scam, buy Bitcoin.

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@MikeIppolito_

3 years

Pantera predicts that Bitcoin will hit $115,000 in a recent conference call.

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Mippo 🟪

@MikeIppolito_

4 years

$100M also looks low when you look at recent acquisitions by Spotify. 1. Gimlet Media ($20M in revenue, $200+M) 2. The Ringer ($20M in revenue, $200+M) If Rogan got a similar multiple, that would mean he actually got closer to $300M.

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@MikeIppolito_

1 year

Solana is the most obvious non-consensus bet in crypto. It will look so inevitable 18 months from now that half of CT will lie and say they bought here.

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Mippo 🟪

@MikeIppolito_

3 months

I have a strong gut feeling that we are in the calm before the storm. We have macro tailwinds, hundreds of millions pouring in every day from the ETFs, and the halving is two months out. I don’t think crypto’s ever had a setup like this.

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@MikeIppolito_

1 year

Eth L2s have every feature that Alt L1s are criticized for. - Centralized single sequencers - Network downtime - Opaque resource allocation - Wildly expensive valuations Time to call a spade a spade.

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@MikeIppolito_

1 year

The SEC can't kill crypto. All they can do is delay it and push it out of the US. By the time policymakers realize their mistake, it'll be too late. And they will have to explain to the American people why they exiled one of the world's most important industries.

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@MikeIppolito_

3 months

Currency debasement is the mega trend of our generation. Crypto is the purest, highest risk reward way to get exposure. It’s not a bubble, it’s just getting started.

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@MikeIppolito_

2 months

Here’s a test. Ask your Dad which narrative sounds most interesting. 1. Rollups 2. Restaking 3. Parallel EVMs 4. Decentralized AI I bet I know which one he picks.

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@MikeIppolito_

2 months

If your mother wouldn’t panic if she saw your portfolio, you aren’t long enough

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@MikeIppolito_

3 years

It looks like we are finally at the “and then they fight you” stage.

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@MikeIppolito_

29 days

I've had horrendous back issues for a long time now. But after a ton of PT, for the first time in over two years I was able to go on a run yesterday. Woke up this morning feeling great. Life is good.

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@MikeIppolito_

2 months

2nd cycle me would be disgusted with my current bags

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@MikeIppolito_

2 years

Investors are more bearish than they were in March, 2020. H/t @MacroCharts

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@MikeIppolito_

4 years

$100 million is a lot of money for a 5 man operation - but is it enough? Let’s do some quick math. Industry standard for podcasts is about $25 CPM. Let’s assume Rogan gets a $15CPM to account for his size, discounts to long time advertisers, and unsold inventory.

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@MikeIppolito_

1 year

I realize this is a controversial opinion, but I like both Bitcoin and Ethereum

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@MikeIppolito_

3 months

Starknet's FDV is almost as much as OP and ARB combined. Optimism: $16.5B Arbitrum: $19.9B Starknet: $33.7B Make it make sense.

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@MikeIppolito_

3 years

In 1960, the average salary for college grads was $6,084. The average home cost $11,900. Today, the average salary for college grads is $48,700 and the average home costs $276,000. Millenials don't have different preferences from boomers, they just can't afford the same life.

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@MikeIppolito_

1 year

The Fed has never tried YCC in a world of 24/7 social media. I think they aren’t prepared for it. Keep in mind, they just learned about mobile banking last week.

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@MikeIppolito_

2 years

$4 billion flowed into crypto companies this month. Celsius - $750M Forte - $725M MoonPay - $555M Gemini - $400M Consensys - $200M Mythical Games - $150M Sandbox - $93M Royal - $55M StarkWare - $50M The crazy thing is that we're still just getting started.

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@MikeIppolito_

1 year

I am in Bozeman, Montana where it is currently negative 42 degrees Fahrenheit. Good morning.

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@MikeIppolito_

3 months

The Warren camp knew all alomg that the terrorism financing story was bogus. They had it directly from treasury that terrorists still preferred “traditional products.” Wow.

Treasury deals blow to Elizabeth Warren’s anti-crypto crusade

A top official in the Terrorism and Financial Intelligence office debunked Sen. Elizabeth Warren’s past claims that crypto is chiefly responsible for funding Middle East terrorist outfits.

www.foxbusiness.com

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@MikeIppolito_

9 days

Nothing upsets crypto people more than being given free money in the wrong way

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@MikeIppolito_

4 months

A simple guide to CT based on what prices are doing. -10%: It's so over -20%: Prices not seen since last week -30%+: Zoom out +10%: We are so back +20%: I can't believe that's the last time we'll see BTC below $40,000 +30%: BTC is going to $500,000. Here's why 🧵 (1/178)

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@MikeIppolito_

4 months

12. Solana essentially becomes “the Eth of this cycle.” This isn’t a flash in the pan, the outperformance will continue.

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@MikeIppolito_

4 months

This made me laugh, a very accurate depiction of 99% of people who invest in Bitcoin

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@MikeIppolito_

2 months

When the seventeenth L2 this month launches

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@MikeIppolito_

11 months

10/10 marketing

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@MikeIppolito_

8 months

Cosmos for interoperability. Ethereum for security. Solana for execution.

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@MikeIppolito_

29 days

New OTM is LIVE with @LynAldenContact and @LukeGromen We covered: - Gold's divergence from real rates - Treasury auctions and sovereign bonds - Prognosis on inflation - 12 month view of equities, BTC and gold This one was epic, full episode below enjoy!

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@MikeIppolito_

4 months

Cosmos got the crypto end game dead right

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@MikeIppolito_

2 months

New Bell Curve with @SergeyNazarov is LIVE. In today's roundup with @pythianism and @im_manderson we cover: - Chainlink's evolution - CCIP - Tokenization - RWAs and onboarding institutions This one was a blast, full episode below.

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@MikeIppolito_

2 years

We might be entering a bear market, but it won't be anything like the 2018 crypto winter. In fact, we've arguably been in a bear market for the last 6 months. Some thoughts 👇

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@MikeIppolito_

1 year

The amount of people that think debt doesn’t matter for the US is scary. In the long arc of human civilization, there is no cocktail more deadly than hubris and excessive debt.

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@MikeIppolito_

3 months

Bitcoin as digital gold. Ethereum as the world computer. Celestia as the verifiable internet.

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@MikeIppolito_

4 years

Bitcoin is the dominant asset in crypto - no one disputes that 🚀 But if you aren’t at least ROOTING for the other experiments (DeFi, Eth, etc...) then what’s the point of even being here? What future are you hoping for?

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@MikeIppolito_

4 months

I’m not sure what’s funnier here. That jcal is puzzled that a commodity doesn’t have revenue streams or that DoorDash was the first example of a good business that came to mind.

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@MikeIppolito_

3 months

We need decentralized front ends. Decentralized backends don't mean much if every UI is run by a company that can be shut down or censored.

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@MikeIppolito_

3 months

Wonder what happens to Eth after the market realizes an ETF means $500M in daily inflows

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@MikeIppolito_

5 months

You won’t get a better signal than this

Justin ₿echler

@1914ad

5 months

We’re witnessing the death of Ethereum.

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@MikeIppolito_

1 year

Happy to take the credit on the way up, but on the way down it’s the Fed’s fault. Excellent leadership, taking notes here.

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@MikeIppolito_

5 months

NFTs are about to rise from the ashes. The business model is being rewritten, and the opportunity is absolutely gargantuan. These are the three new models I see forming 🧵

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@MikeIppolito_

1 year

If we welcome Su and Kyle and Do back, we deserve what comes next

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@MikeIppolito_

4 months

27. Bitcoin becomes a primary political issue in the US as it outperforms in the face of attempted financial repression. News segments will air, your mother will ask you about the criminal money again. Bitcoin ultimately is defended by powerful incumbents (sc Fink crew).

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@MikeIppolito_

2 months

Can't believe I let this happen again. Somehow I still do not own enough coins.

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@MikeIppolito_

5 months

Retail won’t come back until ATHs. Just talk to any of your normie friends. They aren’t paying attention and aren’t interested. Crypto is still “dead.” Bullish.

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@Dogetoshi

5 months

Coinbase's App Store ranking has been pretty much floating between the 300 and 460 rank for the entirety of December. They're still not here yet.

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@MikeIppolito_

1 year

The implosion of the sovereign debt bubble will be the nail in the coffin for western institutions. The chaos that will ensure will be biblical. Accountability will be demanded from governments, banking, and media, all of whom were asleep at the wheel.

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@MikeIppolito_

22 days

Which way, western man?

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@MikeIppolito_

7 months

Crypto needs more experienced operators. Most projects don’t fail because they couldn’t hire the giga brain dev. They fail because they don’t execute on the basics - org structure, focus, cash mgmt, etc… If you want to make it in crypto these are the skills to invest in.

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@MikeIppolito_

1 year

Empires take a long time to fall. Here’s how long some of the world’s great civilizations have lasted. Abyssinia: 837 yrs Assyria: 1,417 yrs Babylon: 1,116 yrs Chola: 1,678 yrs Carthage: 668 yrs Egypt: 3,000+ yrs Rome: 1,229 yrs United States: ???

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@MikeIppolito_

1 year

People want journalism for everyone else and PR for themselves

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@MikeIppolito_

4 months

Not selling any coins until my extended family stops treating my job in crypto like it’s a drug habit

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@MikeIppolito_

3 months

Watching Joe Kernen defend Bitcoin’s decentralization to Gary Gensler makes my heart warm

Bankless

@BanklessHQ

3 months

. @GaryGensler says Bitcoin is "not that decentralized..." and calls it "...just an accounting ledger"

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@MikeIppolito_

4 months

@Jason Solana’s not a business, it’s a commodity it doesn’t have earnings. That’s like saying “where are oil’s earnings? how could it be worth more than DoorDash?”

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@MikeIppolito_

2 years

There is no one better on the link between the dollar and oil than @LukeGromen We get deep into it during today's OTM, enjoy.