Tyler Neville @Tyler_Neville_ Twitter profile

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Tyler Neville

@Tyler_Neville_

3 years

The heroes of this generation are usually the villains of the next...

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Tyler Neville

@Tyler_Neville_

3 years

Doesn’t this El Salvador News also create a tax haven if it’s legal tender then you can’t throw cap gains on it. That’s the more interesting aspect- it creates pricing pressure on govt taxation....

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Tyler Neville

@Tyler_Neville_

3 years

This interview happened in 1994. James Goldsmith was talking about the side-effects of globalization. We are simply watching the end of a 30 year cycle from capital to labor reverse now. That is the real reason bonds are selling off.

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Tyler Neville

@Tyler_Neville_

3 years

Watch Jay Pow stumble over this question of why they are buying $40 billion a month in mortgages when there is a dearth of supply in housing. Yikes @RudyHavenstein

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Tyler Neville

@Tyler_Neville_

3 years

@LynAldenContact Reason 3) When the transaction cost of producing media goes to zero, Mainstream media does not have pricing power for advertising and battles real experts like yourself who produce better content. It’s an arbitrage of real experts vs. lazy narratives for the passive consumer.

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Tyler Neville

@Tyler_Neville_

3 years

For all those thinking crypto is a bubble like @TheStalwart , how do you reconcile all the best engineering minds from the best schools being attracted to the space? Can they all be that wrong or is it just that price got way ahead of value in your opinion?

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Tyler Neville

@Tyler_Neville_

3 months

Generational Arbitrage Borrow from the boomer pensions to create a new financial system…

Will

@WClementeIII

3 months

Saylor buying another $500mm of BTC Legend

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Tyler Neville

@Tyler_Neville_

2 years

Can’t wait until nonprofitable tech investors realize US cannabis has the same top line growth but they are profitable with 40% EBITDA margins while trading at dirt cheap valuation and no supply chain issues…Big rotation coming?! @todd_harrison @TgMacro #MSOS

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Tyler Neville

@Tyler_Neville_

3 years

Question- Does @LynAldenContact sleep? 😂 Feel like the output of her research beats that of every bulge bracket and also way better.

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Tyler Neville

@Tyler_Neville_

3 years

Scary stumbling response here. The hero’s of this generation are the villains of the next. Ignoring genocide for $ …smh… #principles

Josh Wolfe

@wolfejosh

3 years

Sorry, fanboys Emperor has no clothes.

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Tyler Neville

@Tyler_Neville_

3 years

"Bitcoin is equivalent to a default insurance on a basket of fiat credit. You need to own bitcoin as a hedge to the regular calamities of the fiat system" When High-Yield Traders are calling out Fiat...watch out!! Source: @PrestonPysh @FossGregfoss

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Tyler Neville

@Tyler_Neville_

3 years

Just a reminder that Germany will be opening $1.8 Trillion dollars of their spezialfonds to invest in Bitcoin starting tomorrow... Has that already been discounted? I've noticed that digital assets haven't tended to price these types of things in the past. 🧐🧐 Stay tuned!

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Tyler Neville

@Tyler_Neville_

4 years

Worth a watch if you want to understand what’s actually going on right now. Rather Prophetic on buybacks! It’s the coronavirus AND ten years+ of leverage @realvision @SantiagoAuFund @ShaneAParrish @realvision

Brian Reynolds: Unfunded Pensions & Retirement Crisis

Brian Reynolds, the former chief market strategist at Rosenblatt Securities, sits down with Real Vision’s Tyler Neville to discuss how unfunded pension liabi...

www.youtube.com

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Tyler Neville

@Tyler_Neville_

3 years

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Tyler Neville

@Tyler_Neville_

3 years

This is a snapshot of Austin, TX real estate market, yet @federalreserve is still buying $40 billion a month in Mortgages and the stock market is at all time highs... 🤡🤡 Show @RudyHavenstein

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Tyler Neville

@Tyler_Neville_

1 month

The incredible shrinking stock market (and volatility stifler) Almost $1 trln of float removed and increasing next year....

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Tyler Neville

@Tyler_Neville_

3 years

. @jackmallers 4 Prez!

Documenting ₿itcoin 📄

@DocumentingBTC

3 years

The greatest response in television history, by @JackMallers

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Tyler Neville

@Tyler_Neville_

3 years

$QQQ down -1.5% and $BTC up +6% while US 10-Year Yields are rising to 1.5% again If $BTC wants to become an inflation hedge and not a high growth tech stock, it is divergences like today that are huge for digital assets Let's see if it holds @Blockworks_ @JasonYanowitz

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Tyler Neville

@Tyler_Neville_

3 years

People’s eyes are opening to the blatant price gouging from legacy financial gate keepers!

Aleksandra Huk

@HukAleksandra

3 years

Bitcoin 'time to buy' ad was banned in the UK for being irresponsible meanwhile an ad to get a Barclay’s credit card (33.9% APR) in on the radio Sure, let people spiral into debt & make 34% off them, but call buying the best performing asset of the past decade irresponsible 🤡

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Tyler Neville

@Tyler_Neville_

3 years

My global macro view this past couple days…. @Blockworks_

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Tyler Neville

@Tyler_Neville_

2 years

Is it possible US listed Chinese companies were just a Trojan Horse to misallocate capital in order to slow US growth in a Cold War scenario??.... @muddywatersre @Jkylebass

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Tyler Neville

@Tyler_Neville_

3 years

Shameless plug for a dope event this August! @LynAldenContact @DTAPCAP @LukeGromen @DrPippaM @SantiagoAuFund @mansharamani @jc_econ @FossGregfoss @profplum99 @JeffBooth @mercerdavid @TimmerFidelity & many more! Join us for this macro fiesta👇 @Blockworks_

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Tyler Neville

@Tyler_Neville_

3 years

Are we watching a generational wealth transfer into digital assets? Every marginal dollar from the Fed and fiscal is finding its way into digital assets now An afternoon coffee thread... @Blockworks_ @JasonYanowitz

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Tyler Neville

@Tyler_Neville_

3 years

Want a masterclass on where high-yield bonds and bitcoin collide? Brian Reynolds walks us through the history of how the HY bond market (current YTW of under 3.8%) is now financing bitcoin. @FossGregfoss and @lisaabramowicz1 will enjoy this one.

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Tyler Neville

@Tyler_Neville_

3 years

I'm doing two panels in Bretton Woods Future of the US Dollar w/ @DTAPCAP @nic__carter @MarkYusko @FossGregfoss Crypto Market Structure w/ @mikemcglone11 @michaelmoro I'll also be reffing the MMA cage match between @LukeGromen and @SantiegoAuFund streamed live on PPV

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Tyler Neville

@Tyler_Neville_

3 years

Goldman closed their USD Short call right as @SecYellen dropped a fiscal bomb $GS is the financial equivalent of ponytail guy in Good Will Hunting There's more value from a free newsletter @Blockworks_ than paying millions in commissions to suits who are wrong all the time

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Tyler Neville

@Tyler_Neville_

17 days

This was from last Friday's @OnTheMarginPod and I think is the main macro driver of asset prices now and why your average economist and fundamental analyst has been way off about the economy & markets. This phenomenon I think drives all asset prices because its largely a

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Tyler Neville

@Tyler_Neville_

2 years

The total market cap of publicly traded large cap US Multi-State Operators is ballpark ~30-40 billion and @rsandler21969 runs $8 bln alone. The penetration of institutional money into MSOs is ~4%. Best risk-reward in investing right now? @todd_harrison @TgMacro @aaronvalue

Ricky Sandler

@rsandler21969

2 years

@buccocapital Global Cannabis sales will 5X

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Tyler Neville

@Tyler_Neville_

3 years

Who is Kjell Inge Røkke? Did he just tip the bitcoin narrative from a high growth tech stock to a true inflation hedge? His move may symbolize a bigger movement from globalization to decentralization? My latest here... @Blockworks_ @jack

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Tyler Neville

@Tyler_Neville_

3 years

This is a must watch. Brian doesn't do any media but agreed to do this interview. It will open your eyes to how the market actually works. H He is the best in the business!!

Blockworks

@Blockworks_

3 years

The latest Generational Arbitrage episode is live. @Tyler_Neville_ and Brian Reynolds cover: - Leverage - Credit cycle - Pension funds - Treasury bills & repo - Impact of buybacks - Sub-priming of Bitcoin Watch:

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Tyler Neville

@Tyler_Neville_

3 years

Monster news in Digital Assets as legendary macro investor @DTAPCAP launches a $200 million fund to invest in growth stage cryptocurrency companies, the first fund of its kind! --> @Blockworks_

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Tyler Neville

@Tyler_Neville_

3 years

The 1970 inflationary impulses should turn up eventually

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Tyler Neville

@Tyler_Neville_

3 years

If we are in transitory inflation, then why is oil making new highs?

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Tyler Neville

@Tyler_Neville_

4 months

@FinanceLancelot Blowoff top with $8.8 trillion sitting in money market funds??….

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Tyler Neville

@Tyler_Neville_

3 years

Anyone pricing in the fact that $425 billion potential capital from German Spezialfonds will be able to buy crypto on July 1st?

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Tyler Neville

@Tyler_Neville_

3 years

Unpopular opinion... If we look back at this period of history from 2008-2021, in 15 years we'll realize we sacrificed real long-term growth & progress by investing in capital-lite scalable businesses that just reallocate wealth from the lower classes to the rich.

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Tyler Neville

@Tyler_Neville_

3 years

This is good

Golden Coast (Cassandra)

@GregCrennan

3 years

Few understand this. Fed is buying $40 Billion a month in MBS bc it helps keep mortgage rates low which then drives the price of housing 📈. Q:Why do they want housing higher? A: Higher real estate prices means higher property taxes without actually raising property taxes

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Tyler Neville

@Tyler_Neville_

3 years

Podcasts are the 21st century printing press. They are dismantling mainstream media's brainwashing.

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Tyler Neville

@Tyler_Neville_

3 years

So Turkey bans $BTC. At what point does the banning of $BTC become synonymous with running your countries finances into the ground? The next country to do it joins Erdogan!

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Tyler Neville

@Tyler_Neville_

3 years

What's going on with the $HKD @Jkylebass @RaoulGMI Looks like an odd move... De-peg coming?

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Tyler Neville

@Tyler_Neville_

3 years

Throwing a bet at @coloradotravis that the US Dollar is about to fall here over the next 3 weeks. DXY Index finishes over 93 and I lose. If its under 93, I win. If I lose, I'll buy him his favorite bottle of wine or liquor. @JackFarley96 hyped me to do this;) A thread...

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Tyler Neville

@Tyler_Neville_

4 years

@ricburton How do I short this company?

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Tyler Neville

@Tyler_Neville_

3 years

Fantastic thread. Yea...inflation is “transitory” If the capital to labor cycle has just started, imagine how much worse it gets. If you are a boomer you should be asking yourself, “why do I own so many bonds?”

Otavio (Tavi) Costa

@TaviCosta

3 years

Some staggering data & commentaries from the Dallas Fed Manufacturing report. Let’s dive in 👇👇👇

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Tyler Neville

@Tyler_Neville_

3 years

The fact this was released on a Saturday night should tell you it was strategic to hit the most illiquid part of the digital asset tape. Currency wars have commenced. In a way this should show how scared the legacy institutions are of crypto.

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Tyler Neville

@Tyler_Neville_

3 years

Risk assets across the board are priced to perfection. Even a hint at tightening earlier has both bonds and stocks down together. Can you say long volatility? There's no downside hedge in the market anymore, it's a glorified ponzi-scheme....

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Tyler Neville

@Tyler_Neville_

3 years

This chart shows everything about the rotation from capital to labor. Bitcoin is now an inflation hedge and has detached from the VC backed unprofitable tech narrative. It's the only asset outperforming Lumber! Check out AMZN & ARKK. @Breedlove22 @APompliano

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Tyler Neville

@Tyler_Neville_

3 years

Mind Blowing thought from @PrestonPysh What if the yields in stable coins are the real interest rate and the Fed is artificially suppressing the real rates?

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Tyler Neville

@Tyler_Neville_

3 years

Just an observation... Every Digital Asset firm I know is hiring. Every legacy bank I dealt with has too much compliance to innovate. It's literally impossible to innovate for them.

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Tyler Neville

@Tyler_Neville_

3 years

That @GaryGensler wild-wild west speech was very bullish if you juxtapose it next to what's happening in China. He just gave crypto a silent stamp of approval and said he'll protect investors. What's not to like?? Crypto is becoming a growth tool for the US economy!

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Tyler Neville

@Tyler_Neville_

3 years

@IceCapGlobal The Fed owns 35% of the market. The BoJ owns 45% of their bond market and JGBs have days of not trading. We are in soft yield curve control…

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Tyler Neville

@Tyler_Neville_

3 years

This is the right way to look at the world!

Robert Burgess

@BobOnMarkets

3 years

Kind of surprised that this chart isn't getting more attention. Real average weekly earnings are down bigly giving the rise in CPI. Will this end up slowing retail sales growth and the economy?

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Tyler Neville

@Tyler_Neville_

3 years

There is a fascinating divergence right now. $ARKK is plummeting and the long duration narrative stocks are tanking as inflation picks up. Meanwhile, $ETH is actually rising and $BTC is holding in there too. Digital assets are now inflation hedges rather than future tech.

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Tyler Neville

@Tyler_Neville_

3 years

Bitcoin is up 6% while Nasdaq is down -1.5% $BTC has solidified itself as an inflation hedge. There have been too many divergences by now. In fact, $BTC may now be a bet against central banking and centrally planned economies in general... @Blockworks_ @JasonYanowitz

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Tyler Neville

@Tyler_Neville_

3 years

Best advice I got from a salty trader with a raspy voice and smokes a pack a day. "Stay long bitcoin until your mother-in-law asks you about it. Then sell."

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Tyler Neville

@Tyler_Neville_

3 years

The world is short-vol and trying to squeeze the last drop of juice out of a lemon. New ideas are long-vol.

FOSS - #forthekids

@FossGregfoss

3 years

If you are short credit (or are long credit protection) you are LONG Vol. #btc is credit protection on Sovereigns. Hence you are LONG Vol if you are long #btc Volatility always takes the staircase down, but the elevator up. LONG Vol is the smart trade. Most are short vol...

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Tyler Neville

@Tyler_Neville_

3 years

@vol_christopher What is the valuation of equity when debt is financed at negative real rates? Infinity?!

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Tyler Neville

@Tyler_Neville_

3 years

If you watch comedy closely you can see the social and demographic narratives changing before your eyes. This has 4th turning written all over it @HoweGeneration

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Tyler Neville

@Tyler_Neville_

3 years

My favorite John Burbank line is "“Last price is a liar, [real] price is an equilibrium of liquidity.” How does this relate to bitcoin and meme stocks? A Thread..

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Tyler Neville

@Tyler_Neville_

3 years

I'm not against the metaverse per se, but anyone else find it concerning for the future of humanity? Thousands of years of biological hard-wiring to be social & physical animals disrupted seems like we should do more research on it. Especially if Zuck is driving it...

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Tyler Neville

@Tyler_Neville_

3 years

What happened to all the Wall Street Suits who laughed at @stoolpresidente for saying the market doesn't go down? @rinsana

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Tyler Neville

@Tyler_Neville_

3 years

I guess the inflation narrative is back now??

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Tyler Neville

@Tyler_Neville_

3 years

There’s 10k reasons to be bullish on bitcoin. This is top 3 reason… “Recent graduates of the University of Miami School of Law who used federal loans borrowed a median of $163,000. Two years later, half were earning $59,000 or less.” Source: @WSJ #generationalarbitrage

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Tyler Neville

@Tyler_Neville_

3 years

Umm, anyone else sensing that the bond bubble is bursting or is it just me? Corporates and High-Yield can't find a bid with commodities ripping like this. @TaviCosta @TeddyVallee Thoughts?!

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Tyler Neville

@Tyler_Neville_

3 years

Something is telling me this $BTC move has more to do with the $HKD than we think...

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Tyler Neville

@Tyler_Neville_

2 years

@DougKass If it is not an access/custody problem then how do you explain TLRY and CGC trading over $100 mln in volume while the ENTIRE US MSO space trades 1/3rd of that per day? The MSOs are cash-flowing and growing revenues and LP's are burning money....

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Tyler Neville

@Tyler_Neville_

3 years

US financial policy is now "Made in China". If China is the growth engine for the world and it is slowing, that flows through to US Treasury yields. The irony is there is no credit stress in the US, while Chinese HY Is breaking down. Are we watching the great Decoupling?!

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Tyler Neville

@Tyler_Neville_

3 years

Translation of this thread: As long as the rest of the world is addicted to US Dollar Debt, I'm going to launch the most explosive fiscal stimulus plan ever embarked We are going to reset the imbalances by taxing the rich and corporates @TaviCosta nailed this...

Secretary Janet Yellen

@SecYellen

3 years

Though it was a different time, I empathize with the enormous weight they faced. Our current juncture is no less significant—what we do in the coming months will have profound impacts on the trajectory of the global economic order, & lead us to the next century of prosperity.

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Tyler Neville

@Tyler_Neville_

3 years

. @BTCization dropped out of college at 20 and pursued his passion after digging into Bitcoin. We talk about: Gen Z financial literacy The student loan bubble College brainwashing His macro framework on $BTC Why $BTC serves as a long volatility hedge

Bitcoin as a long volatility hedge | Dylan LeClair

In the 8th episode of Generational Arbitrage, Tyler speaks with Dylan LeClair, founder of 21st Paradigm, a company that aims to help individuals and business...

www.youtube.com

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Tyler Neville

@Tyler_Neville_

3 years

$QQQ down another -1% $ARKK down -4% $BTC up +0.50% $ETH up +7% Digital assets are decoupling from tech in a big way...They are a commodity now

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Tyler Neville

@Tyler_Neville_

3 years

Amazon is underperforming Corn (yes the commodity!) over the past 6 months by nearly -30% What does corn say about the cycle from capital to labor? Does it also hint at a portending debt crisis?

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Tyler Neville

@Tyler_Neville_

3 years

Everyone keeps blaming @WSBChairman but take a look at the market structure. Here’s the history of how we got here.... @Blockworks_ …

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Tyler Neville

@Tyler_Neville_

3 years

Is American society is tearing itself apart?! In our latest podcast called #GenerationalArbitrage , we dig into the causes killing our economy and social fabric. Our guest today @EpsilonTheory is a true lone-wolf thinker and real leader. Check it!

The Perversion of Modern Capitalism | Ben Hunt

In this inaugural episode of Generational Arbitrage, Tyler Neville speaks with Dr. Ben Hunt, the author of the Epsilon Theory newsletter which reaches over 1...

www.youtube.com

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Tyler Neville

@Tyler_Neville_

3 years

. @nayibbukele 's adoption of bitcoin is fascinating thru the lens of @jperkinsauthor "Confessions of an Economic Hitman" Is centralizing power thru endless US dollar/Chinese debt in its denouement? Will bitcoin be the alternative more emerging markets will take?! @jackmallers

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Tyler Neville

@Tyler_Neville_

2 months

This interview with @M_Millerman and is a MASTERCLASS on contemporary Western Culture and how we've seen this story before. Why do we need to understand German Nihilism in 1941, right wing anti-liberalism and why we should listen to Leo Strauss, find balance and embrace Plato

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Tyler Neville

@Tyler_Neville_

5 years

You could write a book about the ironies of trying to raise capital for Documentary for Socialism on one of the greatest Venture Capital platforms ever created. Gotta love it @RudyHavenstein @SantiagoAuFund @Convertbond

Socialism: An American Story (post-production)

What do we talk about when we talk about socialism in America? A documentary film.

www.kickstarter.com

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Tyler Neville

@Tyler_Neville_

3 years

Most humans default to addictive behavior. Many CEOs of this era would rather exploit that addiction than try to incentivize it in other healthy ways. It makes for a more efficient business with better margins, but a society with horrible values and coping mechanisms.

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Tyler Neville

@Tyler_Neville_

3 years

Apple breaking its 200-day moving average today and food prices making new highs, this chart is worth pondering over... Are we in a brave new world, but nobody seems to notice? Capital allocation is telling you something is different. Find out more in the newsletter tonight!

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Tyler Neville

@Tyler_Neville_

3 years

God this is so spot on! Always been a huge chuck fan

Pomp 🌪

@APompliano

3 years

We’re all humans. Shout out to Charles Barkley for hitting the national audience with the truth.

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Tyler Neville

@Tyler_Neville_

3 years

Your weekly macro/crypto dose: • Bitcoin coming to hundreds of US Banks • Goldman's new crypto trading team • Citibank's Bitcoin interest • $BTC outperforms Cathie Wood's ARK ETF by 70% YTD

Banks Offer Bitcoin, Cathie Wood's ARK Stumbles

This week in macro: NYDIG rolls out Bitcoin to "hundreds of US banks," Goldman and Citi mull trading desks, and Cathie Wood's ARK ETF dips 30%.If you like th...

www.youtube.com

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Tyler Neville

@Tyler_Neville_

3 years

Question for @RaoulGMI @JulianMI2 @LukeGromen Have we crossed a maginot line where treasury yields fall so low relative to inflation that it makes leverage explode higher, fueling a super bull market? Phrased differently->Treasury yields falling = no longer a bearish signal?

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Tyler Neville

@Tyler_Neville_

3 years

Kuppy called the top in $BTC and now he's scoopin... Just sayin.... And also not trying to jinx him either haha

Kuppy

@hkuppy

3 years

Fukit. Grabbed a few $29.5k. Stop at $29k. Need some entertainment...

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Tyler Neville

@Tyler_Neville_

3 years

You know what's fascinating about this Blackstone deal to buy Home Partners of America for $6 billion... After these huge companies like Blackrock and Bstone buy up all the residential real estate, it will be too systemically huge to ever let real estate prices to drop again...

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Tyler Neville

@Tyler_Neville_

3 years

. @Blockworks_ will raise $1 billion of HY debt to buy bitcoin with these rates;) @MichaelIppo @JasonYanowitz

Althea Spinozzi

@Altheaspinozzi

3 years

You want to know how it looks like a 💣TICKING BOND💣? US high-yield corporate bonds' real yield turned negative. @SaxoStrats @saxomarketcall @saxobank

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Tyler Neville

@Tyler_Neville_

3 years

Honest Question... What year did we cross the rubicon where agreeing with huge institutions who control information became the righteous path? The 90s had Rage Against The Machine and 2Pac calling out truth to power. What happened to the artists? Are they all in crypto now?

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Tyler Neville

@Tyler_Neville_

2 years

Long Texas & Short California in two charts. Cullen Frost Bank (TX Based) vs. Silicon Valley Bank (CA Based). 5 Year chart show the blow-off top in CA VC in Nov of 2021 and movement of capital into TX, plus the kicker of the O&G market. @JackFarley96 @MikeIppolito_

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Tyler Neville

@Tyler_Neville_

3 years

Thanks man- Surprised my shtick hasn’t gotten old yet;)

FOSS - #forthekids

@FossGregfoss

3 years

. @Tyler_Neville_ produces very thought provoking content. Keep up the good work. #btc needs experienced market pros who think OUTSIDE the FIAT ponzi box. @stevehanke has never managed REAL RISK for one day in his life. His "chair" is soft. His spine is softer. #firehanke

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Tyler Neville

@Tyler_Neville_

3 years

Gotta love unfunded pensions handing taxpayer money over to $MSTR so that @michael_saylor can funnel it into a new financial system. Get ready for the "sub-priming" of bitcoin soon.... This is the best arb on the planet.

FOSS - #forthekids

@FossGregfoss

3 years

Color: $MSTR new HY issue Upsized US$500mm. Order book over US$2B. Priced below guidance 6.125% (vs 6.25 - 6.5% talk) 101.5 bid on the break (syndicate short??). This is a good new issue and my gut says they could have upsized substantially more. #btc

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Tyler Neville

@Tyler_Neville_

3 years

One of the trademarks of dying industries and institutions is that telling the truth becomes sacrilegious inside them. There are too many entrenched incentives to keep things the same. A thread on mega-corporation psychology...

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Tyler Neville

@Tyler_Neville_

3 years

Tonights newsletter-Food prices are the linchpin that could burst the global debt bubble "[The Arab spring] was a direct result of desperate people that became more hungry than scared" -Peter Thiel @world_affairs speech, 2013 @Blockworks_ Hat tip @ttmygh & Russell Clark

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Tyler Neville

@Tyler_Neville_

3 years

That definitely wasn't YCC. I would categorize that as YCM- Yield Curve Massage

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Tyler Neville

@Tyler_Neville_

3 years

Watching legacy institutions die before our eyes is fascinating. A generational shift is happening. Digital assets growth looks the opposite of this, it’s not a coincidence. Source: @axios

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Tyler Neville

@Tyler_Neville_

3 years

This looks a lot like the food industry too...hmmm🤔🧐🧐🤔

Dan Held

@danheld

3 years

The traditional banking system is a cartel. #Bitcoin fixes this.

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Tyler Neville

@Tyler_Neville_

2 years

This aged well....

Tyler Neville

@Tyler_Neville_

3 years

This interview happened in 1994. James Goldsmith was talking about the side-effects of globalization. We are simply watching the end of a 30 year cycle from capital to labor reverse now. That is the real reason bonds are selling off.

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Tyler Neville

@Tyler_Neville_

3 years

This is literally the most important thing in public markets right now. At the extremes index and passive investing is a Ponzi scheme.

UnHedgedChatter

@UnHedgedChatter

3 years

Bridgewater casually asserting that index investing is a Ponzi scheme. $SPY

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Tyler Neville

@Tyler_Neville_

3 months

The longer the Fed waits to smash long duration bond yields, the faster it will expedite the generational arbitrage from CRE to BTC. I.E. if yields rise any further, institutional investors will start asking themselves why they hold “risk free” treasuries. What will become the

Triple Net Investor

@TripleNetInvest

3 months

JUST IN: JP Morgan sells a Chicago apartment complex at a massive $80M loss The 19 story apartment building at 850 N Lake Shore Dr sold for $80M, 43% less than the property's previous sale JP Morgan paid $140M in 2016 for the 198 unit building, which was an all-time high in

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Tyler Neville

@Tyler_Neville_

3 years

The biggest arbitrage in history!

Yano 🟪

@JasonYanowitz

3 years

27 people from JPMorgan subscribed to our newsletter last month. Today news leaked that they’re launching a Bitcoin fund. I wish I could share data on the other financial institutions subscribing right now. Big things coming 😳

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Tyler Neville

@Tyler_Neville_

3 years

. @Nexon_America is a Japanese gaming co that disclosed today they purchased $100 million in bitcoin. Journos failed to articulate the magnitude of this news similar to when Norwegian billionaire Kjell Rokke purchased bitcoin for his company, @Seetee_io A thread...

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Tyler Neville

@Tyler_Neville_

3 years

Woah.

Documenting ₿itcoin 📄

@DocumentingBTC

3 years

NYDIG CEO JUST CONFIRMED GOVERNMENTS ARE INQUIRING ABOUT BUYING #BITCOIN

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Tyler Neville

@Tyler_Neville_

3 months

As the US realizes that fake Chinese IPOs were a trojan horse to cause a misallocation of capital in US Markets. That capital may finally be allocated more judiciously in the US... @muddywatersre @Jkylebass

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Tyler Neville

@Tyler_Neville_

3 years

Show some support for the future of finance & crypto as @AllisonReichel drops the first episode of her new podcast with @nope_its_lily ! @Blockworks_

Is bitcoin a Schelling point? | Lily Francus

On this inaugural episode of Inflated Expectations, we are joined by Lily Francus to talk about whether regulation can kill an idea, bitcoin’s intrinsic valu...

www.youtube.com

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