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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ Profile
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ

@twobitidiot

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founder & CEO @messaricrypto | long crypto, long America, short D.C.

D.C.
Joined November 2013
Don't wanna be here? Send us removal request.
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
10 hours
The SEC and its mission are important: + protect investors & punish fraud + promote capital formation in America + ensure markets are fair & efficient But its core has rotted, and it needs radical reform: layoffs, restructuring, rebuilding. I will help when the time comes.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
In all seriousness, this is the very best timeline. A bad faith regulator who was forced by the courts to approve a product he hates, was exposed for mismanagement and incompetence in the most public way the day before he has to bend the knee anyway. Career ender. Bye.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Vanguard employees wear masks at the beach.
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
I love crypto. Imagine getting a real job after all that weโ€™ve been through together. Not happening. Moon or death.
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
1/ HAPPY NEW YEAR The Messari Theses for 2024 are now available for free. Here's 105 thoughts for the new year. ๐Ÿ‘‡
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
197 pages. Tomorrow.
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
CRYPTO THESES FOR 2024 For the fifth year in a row, I wrote Messari's annual report to celebrate crypto's survivors and builders. Crypto remains inevitable. Here's why:
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
The risk of electing a Dem POTUS and Dem Senate cannot be overstated. End of crypto in the U.S. until 2030 if things go the wrong way. Stay vigilant.
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
12 days
Three Paths Ahead: + Boden wins, U.S. crypto RIP + Trump wins, no / lukewarm crypto support, meh + Trump wins, crypto helps him win, U.S. crypto crushes For people who are supposed to be good at game theory, y'all are really thick on this one.
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
We beat him.
@GaryGensler
Gary Gensler
4 months
A thread ๐Ÿงต Some things to keep in mind if you're considering investing in crypto assets:
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
Hmm. @SenWarren with respect, you told us you were building an army to destroy us and weโ€™ve merely been defending ourselves, our teams, and our families from your defamatory attacks ever since.
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Every billionaire I know has asked me how to buy a dog with a hat today.
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
Senator Warren found out we built a bigger and stronger army and she isnโ€™t happy about it.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
12 days
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
I am bullish cryptoโ€™s Big Three about equally now. BTC, ETH, SOL may dip in Q1, but much MUCH higher by end of 2024. Weโ€™re going to win.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
SBF's parents were bundlers for Senator Warren's campaigns. Warren coordinated with short sellers to assassinate banks that were friendly to crypto and sparked a mini crisis earlier this year. She's trying to ban crypto in the U.S. and malign public servants that like us. ๐Ÿฅฐ
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
13 days
Buy hardware wallets. Move onchain. And Hold. Exit the system, and starve the beast.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
3 months
@POTUS Close the border. End the wars. America first.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 days
A second Biden term will lead to mass wealth confiscation and crypto seizures. They arenโ€™t baiting and switching in an election year, they are telling you theyโ€™re coming for your property, surveilling your every move, and censoring your dissent.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
I fucking love crypto.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
I fucking love crypto.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
โ€œItโ€™s like Doge, but it has a hat.โ€ Me walking my neighbors and the friends of my children through the fundamentals that drive my very serious career.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
One lesson I learned in my trip down the DC rabbit hole is how many people work for Liz Warren: Sen Brown, Rep Waters, Pres Biden. She herself - as a liberal from MA - is untouchable, which is why she trolls us. Eyes on the ball: crush her friends.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
15 days
I am once again asking you to vote with your wallet and buy bitcoin this year, as it is the only check to the runaway growth and power of the security state.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
A lot of talk about Solana (justified) and Rollups (justified), but donโ€™t sleep on AVAX in 2024. Top performer this month, second best performer of 2023 out of the top ten assets, deeply enmeshed in the RWA space via Project Guardian.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
โ€œIโ€™ve held for years through multiple 70% drawdowns, but Iโ€™m going to โ€œsell the newsโ€ on the Bitcoin ETF approval this week.โ€
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Iโ€™m a simple man. I disrespect: + seed oils + endless wars + DC graft & surplus elites I respect: + Satoshi + Vitalik + Toly & eat glass builders Keep it simple, fam.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
The Grayscale Trade is Dead.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
gm, we're going to win.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
No good deeds go unpunished. Spend months on unpaid policy work and months on a free community research report (book), and now have two entire armies coming after me, Warrenโ€™s and Cardanoโ€™s. ๐Ÿ˜œ๐Ÿ˜œ๐Ÿ˜œ
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
ETH is straddled. Ethereum was a transformative, world-changing innovation, but its token is not a good bargain relative to BTC and the field of L0/L1/L2 assets. This and 104 other arguments in our annual report.
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
12 days
The SEC is the Harvard of financial regulators. A corrupted, declining institution that must be rebuilt by people who actually believe in its original mission vs far leftist bullshit.
@RyanSAdams
RYAN SฮžAN ADAMS - rsa.eth ๐Ÿฆ„
12 days
Ah yes Kraken, Coinbase, Uniswap, and the Metamask wallet. The true villains of crypto. Well done SEC. Thank you for protecting us.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
PSA to Gary Gensler: Bitcoin is the undisputed investment champion across every single time frame in its 15 year history. Gary forgot to include this in his FUD thread below.
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@GaryGensler
Gary Gensler
4 months
A thread ๐Ÿงต Some things to keep in mind if you're considering investing in crypto assets:
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
#5 DePIN will explode in 2024. Our full report lays out some of the most promising projects in greater detail.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
The Bitcoin ETF is a tsunami event. Short term may be โ€œsell the newsโ€ like a tide that recedes before a giant wall of water hits shore and engulfs everything. Most mega bullish event in years, and people dunk on dips at their peril.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
11 days
@balajis Truth bombs dropping on a Friday night.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
Bitcoin added $500 billion in market cap in 2023, enough to buy JPMorgan.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
welcome to the show new bitcoin frens
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
I spent ~3 hours with Vivek around Mainnet this fall. + The teammates that met him backstage (including some hesitant about my speaking invitation) were blown away by how approachable he was. + He killed it on stage and showed a nuanced understanding of not just crypto but theโ€ฆ
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Their benefactors defrauded us, then blew up our chances at common sense crypto laws. They conspired to kill banks that were friendly to us and sparked runs that threatened our reserves. They sued our leaders and defamed us in the press. And we doubled. See you in 2024.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Solana Apps + Phantom wallet are so fast and easy. So are L2 Apps on Coinbase Wallet. This cycle is going to be very different.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
7 days
Don't let Jeo Boden shake your confidence. Q1 brought us: + Record stablecoin market cap ($160b) + Record developer library downloads (25m) + Record active addresses & txns (scaling works) + Record mobile wallet uses (27m, UX is crushing) + Record institutional inflows (ETFs)
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
6 days
If youโ€™re attempting to trample the 1st, 2nd, 4th, 5th, and 10th amendments (50% of the rights that were pre-reqs for founding the republic), you are not the good guys.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
GBTC NAV Gap closed. Wall Street engaged. Weโ€™re on to the final phase of the multi-decade war for decentralized finance. Up next, inevitable dominance.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
What seem crazier to you? BTC market cap at 3x ETHโ€™s or ETH market cap at 6x SOL? I know my answer.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
If you're curious as to whether Senator Warren should be taken seriously, the answer is (unfortunately) yes. Not as a policy leader, but as an influencer on the executive branch. I explain why, and also how to beat her in 2024.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
The thing people are missing about the Bitcoin ETF is that it's a "cross the rubicon" moment. Crypto will have a long-awaited wedge into mainstream global finance. That won't "unhappen." Mass crypto adoption is inevitable with this step. It's just a question of time horizon.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
This is the dip youโ€™re not going to buy.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Better Markets (which works for the banks, I guess?) desperately lobbing in letters to stop the bitcoin ETF. Their (real) website testimonials:
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
@POTUS Thank god thereโ€™s just one year left.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Canโ€™t wait for Tues morning so I can buy some BTC at the open at these prices.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Zooko pulled forward zk research by ten years by launching Zcash. One of the highest ratios of value created vs. value extracted that I've seen in crypto. Change my mind.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Is the bottleneck to exchange listing the dog or the hat? I think the hat might make it a security.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
12 days
I feel like we need to all collab on our โ€œhereโ€™s why we might need to move our family out of the state / country soonโ€ presentations for our spouses. It would help to be consistent and get our story straight.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
9 days
If you can understand that Elizabeth Warren is the President of the U.S. economy & financial services regulators thanks to her early endorsement of Biden in 2020; Then you should understand why crypto's vocal & heavy $$$ support for Trump will swing a 2025 GOP admin libertarian.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
9 days
I am a single issue voter. I have been consistent - and would argue, ruthlessly effective - on this point since crypto was shanked in mid-2021 by the infrastructure bill. Iโ€™m not changing tack now that we face either total defeat or a path to massive, long-term victory.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
15 days
It was the ones who were going to get fired anyway. Nothing to celebrate as no one from the agency has resigned in protest. Theyโ€™re all in on the action. Itโ€™s just a few that get caught that are afforded the luxury of โ€œresigningโ€ vs โ€œgetting fired for fraud.โ€
@WatcherGuru
Watcher.Guru
15 days
JUST IN: ๐Ÿ‡บ๐Ÿ‡ธ Multiple SEC lawyers resign after a federal judge sanctioned the agency for false statements & abuse of power in a crypto case.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Vivek is going to shock people on Monday.
@VivekGRamaswamy
Vivek Ramaswamy
4 months
Yes, I saw President Trumpโ€™s Truth Social post. Itโ€™s an unfortunate move by his campaign advisors, I donโ€™t think friendly fire is helpful. Donald Trump was the greatest President of the 21st century, and Iโ€™m not going to criticize him in response to this late attack. Iโ€™ve metโ€ฆ
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Your job right now should be to hold on for dear life to BTC for the next couple of months, then take some gains as MVRV crosses 2-3. Set aside half for taxes and use the other half to play the hot ball of money game if you must. But in Q1 a) HODL & b) create a strategy.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Merry Christmas to all! Root for every green candle, every new entrant, every airdrop, every IQ on the bell curve, and every team and community building for the future. 2024 is going to be a helluva ride, and Gary the Grinch canโ€™t stop it. ๐ŸŽ…๐ŸŽ…๐ŸŽ…
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
I canโ€™t believe thatโ€™s the last time weโ€™ll ever see soylana under $100. ๐Ÿš€
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Anyway, see you tomorrow for the actual ETF approval. Bitcoin is inevitable.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
$1 trillion by EOD for Bitcoin. $2 trillion by EOD for crypto broadly.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
The longer crypto grows and thrives, the more single asset maximalism becomes a sign of mediocrity. Itโ€™s one thing to have conviction in bets and focus on underserved markets. Itโ€™s another to go full maxi. Never go full maxi.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
If Better Markets bottles their teamโ€™s tears, Iโ€™ll buy a case. These are terrible people we are up against and it feels good to beat them.
@BetterMarkets
Better Markets
4 months
The @SECGov 's action today has changed nothing about this worthless financial product: #Bitcoin and #crypto still have no legitimate use; remain the preferred product of speculators, gamblers, predators, and criminals; and continue to be cesspools of fraud, manipulation, andโ€ฆ
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
12 days
National Interest payments are going to grow $500 billion this year. If they nationalize JPMorgan, it would cover *this yearโ€™s* *growth* in national interest payments. I have bad news for you: Balaji was right.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Having been on all sides of the information business ("journalist", analyst, news publisher, data vendor, etc.) over the past decade, I have a truth pill for you: Narrative is 100x more important than truth.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
When it comes to crypto policy, my watch is ended. 2024 is about fast DeFi apps, DePIN, and AI.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
8 days
If it were easy, it wouldn't be so epic when we win.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Victory. Join the revolution. Buy #Bitcoin
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
If the bitcoin ETF is denied (which it won't be), it would be time for an organized financial protest: liquidate deposits from banks in favor of mass bitcoin buys. i.e. Vote with your wallet. (I don't think this is likely.)
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Bitcoin is now back to the most dominant asset of the past 15 years over every single conceivable time period.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Never Nikki. Theyโ€™re saying the quiet part out loud. Absolutely not. Vivek, 45, or RFK Jr.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Dennis is one of the most important people in crypto policy, as heโ€™s been doing critical blocking and tackling at the state level across the country. Itโ€™s 50x as hard, but will be critical in defending crypto: if the Dems win DC in November, only the states can save us.
@Dennis_Porter_
Dennis Porter
4 months
HUGE BREAKING: Pro- #Bitcoin bill protecting your rights to self-custody, mine, and access #Bitcoin has officially been introduced in the state of Missouri. As promised, Satoshi Action Fund is WINNING political battles for Bitcoin adoption in state legislatures across the Unitedโ€ฆ
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
Bitcoin is the Godzilla of Finance. I still think people underappreciate its tailwinds heading into 2024. This and much, much more in the Theses I wrote for your holiday enjoyment.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Yes.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Hal wouldnโ€™t give a shit about the ETF. Be like Hal today. Keep building.
@halfin
halfin
15 years
Running bitcoin
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
9 days
We have one shot at this: ensure a Trump presidency takes on the Deep State and is populated by libertarian-leaning cabinet members.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
My understanding is that there has been basically no contact between team Nikki and the crypto industry. If you want crypto policy outsourced to the Bank Policy Institute, then enjoy Nikki courting Dems on Wall Street, and crossover voters in Iowa and NH. #NeverNikki
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
One of the vets that @SenWarren called out as a mercenary traitor to his country offering to help the SEC and its Chair on improving the commissionโ€™s OpSec. All you need to know about who the actual good guys are in this fight.
@SecurityGuyPhil
Philip Martin
4 months
hey @GaryGensler and @SECGov , serious offer: as a crypto exchange we've had a lot of experience with security protocols around social media, and as a veteran and patriot I love to help my country. If you'd like any suggestions feel free to reach out.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
Thereโ€™s a good chance GBTC doesnโ€™t get uplisted in Jan because of the SECโ€™s cash creation standard, and Grayscaleโ€™s incentives to push for in-kind creations that delay approval (and thus their need to slash fees and offer redemptions). Bookmark this tweet.
@BTC_Archive
Bitcoin Archive
5 months
JUST IN: ๐Ÿ‡บ๐Ÿ‡ธ SEC just met with ALL spot Bitcoin ETF issuers and told them to remove any reference to "in-kind" redemptions from their filings. "Cash creates" only. It's a done deal. ๐Ÿค Negotiating the finer details.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
If I were a gamer and just hit the lotto on something like WIF, I'd start a twitch / tiktok / vlog on crypto gaming, and simply play all of the crypto-native games this year all day every day. Guaranteed superstar status. I'd consider staking a few gamers to do this in 2024.
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@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Print this out, and read it daily. A crypto ban + AI boom combination will be the end of freedom as we know it in the West. AI is inevitable. Crypto is as well. But if the latter is impeded for much longer, the results will be nightmarish.
@camdoody
Cam
5 months
As a VC whose job is to understand whatโ€™s coming in technology, I donโ€™t believe anything is more important for my friends and family to understand than what I am about to say. The hallmark of the first era of internet companies (2003-2023) was growth. This era, it will beโ€ฆ
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Kid: โ€œCan we watch a Christmas movie?โ€ Me, after ~11 cocktails and IPAs: โ€œHave you seen the one with John McClane?โ€ HO - HO - HO
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
12 days
Saying โ€œTrump is better for crypto than Bidenโ€ is 2024โ€™s โ€œCloth masks donโ€™t work, actually.โ€ Everyone knows itโ€™s true, itโ€™s just that thereโ€™s only like seven people saying it for fear of The NY Times hit piece.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
#7 Crypto's top 10 projects to watch: 1. USDT on Tron 2. Apps on Base 3. Celestia 4. Jupiter & Solana DeFi 5. Farcaster / Lens 6. GBTC 7. Lido & LSTs 8. CCIP vs. Pyth 9. Blur & Blast 10. Project Guardian What are these? I guess you'll have to read the report.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Wow
@RobertKennedyJr
Robert F. Kennedy Jr
4 months
There is overwhelming evidence that Covid was a bioweapon that escaped from a lab in Wuhan, China. I detail the case in my new book, โ€œThe Wuhan Cover-Up.โ€
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Circle's IPO filing is confidential, but they're killing it. 2022: $800m Revs / $150m Profits 2023e: ~$1.5bn Revs / ~$300m Profits Source from my fireside chat with Jeremy Allaire.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
8 days
Great meeting with the man whoโ€™s going to flip the Senate this fall. Follow @CaptainSamBrown and support him in his race, so we gain a young, engaged, and heroic champion to our side in DC next year.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Jamie Dimon meeting with the JPM crypto team after the successful ETF.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Vivek has called out the playbook to a T. Never Nikki. Sheโ€™ll be a nightmare for crypto.
@axios
Axios
4 months
Some Iowa Democrats and independents are planning to crash the state's Republican caucuses Monday night and become "Republicans for a day" to vote for Nikki Haley โ€” but mostly, against former President Trump.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
Crypto is inevitable. It will either help revive the U.S. financial economy or destroy it. All of my energy is in the former, as I love this country even if many of its leaders have lost the plot and undermine us at every opportunity.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
Must follow new org: ๐Ÿ‘‡๐Ÿผ
@CIFonX
CEDAR Innovation Foundation
5 months
๐Ÿšจ It's time to tell the truth about crypto. We're launching a multi-million dollar national campaign to educate the public and policy makers about the power of blockchain and advocate for clear and sensible crypto policy.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
Always enjoy my chats with the Bankless guys. For those that want a preview of ~10% of the Theses in an interview format, this is a good one to watch!
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
One of the reasons I write this report is to sharpen my thinking and figure out where our team should invest resources in the new year. I welcome debates and dunks! Putting the report behind our Pro paywall: a) rewards our loyal supporters with a holiday preview. b) limitsโ€ฆ
@twobitidiot
Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
5 months
CRYPTO THESES FOR 2024 For the fifth year in a row, I wrote Messari's annual report to celebrate crypto's survivors and builders. Crypto remains inevitable. Here's why:
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
3 months
@elonmusk Seriously considering it.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
6 days
The Tooker content keeps getting better. As someone whoโ€™s started / ran multiple content businesses in crypto and created a brash, politically aggressive alter ego and South Park avatar, I will continue to root for a media project that combines crypto + SP characters. ๐Ÿ™ƒ
@tookerkurlson
tooker kurlson
6 days
๐Ÿšจ BREAKING NEWS ๐Ÿšจ Jerome Powell: Pre-Game Ritual
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
#18 Solana was the industry's comeback player of the year, and it still has room to rally against ETH as the top integrated network. If bitcoin is Godzilla, then Solana is Pacman, eating all of the killer crypto apps one pellet at a time.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
4 months
No such thing as a low energy, rich company either.
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
11 days
Oh no the state is forcing TradFi to not rehypothecate and naked short Bitcoin like they can the commodities markets. Whatever will we do. Study silver. This is good.
@CaitlinLong_
Caitlin Long ๐Ÿ”‘โšก๏ธ๐ŸŸ 
11 days
@Sorenthek I have no problem with this bc it reduces the leverage-based financialization games that #WallSt could have played (& upon which TPTB would have blamed #Bitcoin for the inevitable problems even tho theyโ€™d have had nothing to do with Bitcoin itself). This is a healthy decisionโ€ฆ
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Ryan Selkis (d/acc) ๐Ÿ‡บ๐Ÿ‡ธ
6 days
The U.S. government is going to throw Roger Ver in jail in order to satisfy seven minutes of its insatiable annual spending addiction. Not a typo.
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