Discover and read the best of Twitter Threads about #SEC

Most recents (24)

In this market I'm focused on quality over quantity, diving deep before pulling the trigger.

Very impressed with the @hoardusdh team, so much so I'm supporting as an advisor.

Here's my take on the challenges #stablecoins face and why $HRD and $USDH *may* be the answer. 1/16
Top line: $USDH is the only #stablecoin with all 4 of the following traits:

- No centralized issuer
- No algorithmic or debt position backing
- No blacklist functions
- No "blacklistable" collateral

That's the hook, but how does it work and why does that matter? 2/16
$USDH is a fully decentralized #stablecoin backed by a basket of censorship resistant stables: $MIM $USDD $sUSD $LUSD $FEI

Deposit $1 of these whitelisted stables and mint $1 of $USDH and vice versa for redemptions.

Deposits form the basket of Hoard's collateral assets 3/16
Read 16 tweets
#AVAX olayı nedir diye yüzlerce soru geliyor. Binance CEO'su CZ bugün Cryptoleaks sitesinden yayınlanan bir haberi paylaşıp, Avax'ın usulsüzlük yaptığını ima etti. Peki nedir bu usulsüzlük? Başlayalım...
⬇️⬇️⬇️
#Bitcoin #Ethereum #Binance
1.
Avax'ın bir hukuk firması olan Roche Freedman ile gizli bir anlaşma yapıldığı söyleniyor. Bu anlaşmanın şartları ve amaçları vardır.
2.
Anlaşma Şartları
- Freedman Avax'ı koruyup kollayacak ve rakiplerini güçsüz hale getirecek.
- #Avax bunun karşılığında bu firmaya yüklü miktarda Avax token verecek.

Peki Bu firma, Avax'ı nasıl koruyacak?
Read 9 tweets
1/ Kromatika Point of view on the situation between #coinbase and #sec

Let's go back:

11 April: Coinbase writes a blog and mentions $KROM as one of the tokens that are planned to be listed.

We were surprised, considering we didn’t plan for it.

🧵
2/ Insider Trader

Shortly after the consideration, there were some blog posts about guys trading $KROM and other tokens which are potentially considered for Coinbase.

We couldn’t do anything about that, since $KROM is permissionless token, initially fair-launched on DEX.
Read 8 tweets
🧵I FOUND OUT WHERE #BITCOIN WILL BOTTOM!

A secret untold story that nobody is talking about

After reading this thread, you'll be 1 in a Million to know about this 💎

🔹 Metals correlation
🔹 DXY correlation
🔹 Copper sharp drops
🔹 Technicals
🔹 Fundamentals

1/28
Now that I got your attention let's dig in

Many people are aware of the SPX & #BTC correlation but I believe the best asset correlation to be used for #Bitcoin is METALS & $DXY

Mainly Copper & Silver

And the root cause of it all is the Dollar & the FED policy of course 👇

2/
🔹 Metals correlation

It's kinda crazy when u see it first and think why is nobody seeing this

I've pointed out the correlation with Copper first and marked each significant cycle low & bottom.

You can see how closely they correlate to each other on the Higher Timeframes

3/
Read 28 tweets
We are roughly 2 months away from the start of #CFB season! Lets talk expectations. Ill go through each team & give what my model predicts as the % chance each team gets to bowl eligbility, and also the % chance each team gets 10+ Ws given their respective schedules. Lets go!🧵
#SEC (% Chance @ 6+ Ws/% Chance @ 10+ Ws)

#Alabama #RTR 99.9%/89.5%
#Arkansas #WPS 55.3%/11.0%
#Auburn #WarEagle 36.9%/1.8%
#Florida #Gators 81.0%/17.4%
#Georgia #UGA 99.9%/93.3%
#Kentucky #BBN 66.7%/7.3%
#LSU #GeauxTigers 81.8%/29.1%
#HailState 47.8%/2.6%
#SEC (% Chance @ 6+ Ws/% Chance @ 10+ Ws) (cont)
#Mizzou 69.2%/11.6%
#OleMiss 96.9%/41.4%
#SouthCarolina 31.2%/0.8%
#Tennessee #Vols 95.3%/35.6%
#TAMU #GigEm 99.0%/75.1%
#Vanderbilt #AnchorDown 2.3%/ <0.1%
Read 12 tweets
Every now and then I will make a #thread 🧵 of #threads 🧵 to keep you all updated on the #alpha I shared across time on #Twitter.

Today is the day. I don't know how long this will be.

Let's start with the previous threads🧵of threads🧵
Read 18 tweets
当你盯着别人的年化,别人却盯着你的本金
if dont know where the yield come from, then you are the yield.
@CelsiusNetwork 这次暴雷是大环境下必然的偶然。这个估值曾高达 $ 4.1b 的公司从传闻到暴雷不过几天时间,影响之大只有不久前的 @terra_money 能相提并论。
爆雷因果并不复杂。。。🧵
首先,什么是 @CelsiusNetwork ?这是一个中心化的借贷平台,允许用户存入资产并获得高达超过20%的年化。为了保持高收益,celsius采取了相当激进的投资策略。其中包括针对 $ust 的投资和在 @BadgerDAO 上进行流动性挖矿。两者都因平台爆雷而造成损失,而 $ust 的爆雷最终引爆了这次大危机。。。🧵
5月底的机构报告称 @CelsiusNetwork 是luna爆雷中遭受损失的7大巨鲸之一,进而引起市场信心动摇,开始不断有用户要求取出本金。
这时问题开始出现,因为celsius有相当部分的用户的 #eth 存款被用于购买了 #stETH,从而获得收益以支付承诺用户的利息。。。🧵
Read 7 tweets
A longer tweet than i am usually accustomed to…

#Bitcoin was born out of the Great Financial Crisis as a solution to the perceived failures of fiat & centralized systems.Bitcoin’s price is very volatile, so to gauge how well it is faring, we need to view the big picture: 🧵

1/
Michigan consumer sentiment just came out at 50—The lowest score in 85 years.

Inflation is at a 40-year high—Even by new metrics that bias it to the downside.

Jobs, up from last year, are still lower than before the pandemic, and the stock markets are starting to roll over.

2/
"𝑰 𝒅𝒐𝒏'𝒕 𝒕𝒉𝒊𝒏𝒌 𝒕𝒉𝒆𝒓𝒆'𝒔 𝒃𝒆𝒆𝒏 𝒂𝒏𝒚 𝒈𝒓𝒆𝒂𝒕𝒆𝒓 𝒆𝒏𝒈𝒊𝒏𝒆 𝒐𝒇 𝒊𝒏𝒆𝒒𝒖𝒂𝒍𝒊𝒕𝒚 𝒕𝒉𝒂𝒏 𝒕𝒉𝒆 𝑭𝒆𝒅𝒆𝒓𝒂𝒍 𝑹𝒆𝒔𝒆𝒓𝒗𝒆 𝑩𝒂𝒏𝒌 𝒐𝒇 𝒕𝒉𝒆 𝑼𝒏𝒊𝒕𝒆𝒅 𝑺𝒕𝒂𝒕𝒆𝒔 𝒕𝒉𝒆 𝒍𝒂𝒔𝒕 11 𝒚𝒆𝒂𝒓𝒔."

- Stan Druckenmiller, August 23, 2021

3/
Read 31 tweets
A bipartisan #crypto bill was introduced yesterday, 7 June 👀📝

Also known as the Responsible Financial Innovation Act, @SenLummis and @SenGillibrand proposed a regulatory framework for digital assets in the bill. Here are the key takeaways in case you missed it:

🧵👇
1️⃣ Definitions

The bill recognizes #crypto as digital assets and makes a clear distinction between tokens that are considered securities vs. commodities. The class a token falls into will be evaluated by its purpose and the rights conveyed to its holders.

/1
Based on the legislation, most #cryptocurrencies like #Bitcoin and #Ether are defined as "ancillary assets" which fall under commodities.

/2
Read 13 tweets
Sono stanco di riportare notizie giorno dopo giorno senza che non cambi nulla.

Penso che a questo punto, chi doveva essere informato o si è svegliato o non si sveglierà più.

Pertanto da oggi mi occuperò esclusivamente di farvi vedere una via d'uscita.
Buona domenica a tutti.
Penso lo abbiate capito tutti che siamo in guerra.

Le élite hanno dichiarato guerra ai popoli.

1 individua il nemico
2 scopri le armi che USA
3 conosci il terreno di battaglia
La #Francia come esempio perfetto!

Più di 2 anni di scontri in piazza con i #GiletsJaunes e la rielezione di #Macron, dovrebbero averi fatto capire che non è cambiato nulla perché non è questo il terreno di battaglia.
Read 30 tweets
.@elonmusk accused of cheating his way into “saving $143 million by not reporting his stake” in @Twitter sooner.

$143M is only 0.325% of the total value of the deal, $44B 🛒

Even if #SEC fines the same as last time ($20M), the vote by @Twitter’s board was unanimous. 🪡 👇🏻 1/3 Image
With a $20M fine (likely will be dropped altogether, if not drastically lower fine will be issued) we are still only talking about 0.37% of the total transaction 🧮

*To help those bad at math:
This is LESS THAN 1%… roughly a third

🪡 2/3

Source:
cnet.com/google-amp/new…
My thoughts?

I hope the #SEC has lots of printer ink, because these fines are going to have to radically increase to make any dent in Elon’s pocketbook… 👜

Meanwhile, he is busy preserving our public square! Thank you @elonmusk

🪡 3/3

#ElonMuskBuyTwitter
Read 4 tweets
@HowardSteen4 @waukema @SHomburg
Governments state that COVID-vaccines are safe and effective and keep pushing their rollout. However, reality is different. In their SEC filing, #BioNTech mentions 'significant adverse events' and 'possible safety issues.'
The United States Securities And Exchange Commission (#SEC) requires quarterly or annual results on Form 20-F. The risks must be listed right at the beginning.
Let me quote some risks, mentioned by manufacturer BioNTech:
'The durability of immune response generated by our COVID-19 vaccine, which has not yet been demonstrated in clinical trials'. Simply said, nobody knows how long the vaccines offer protection.
Read 20 tweets
0- @saylor

💎 Michael Saylor Kimdir ⁉️

💎 Neden o aldım dediğinde piyasa düşüyor⁉️📉

💎 Spekülatör mü, manüpilatör mü⁉️💸

💎 Dot-com balonu ile alakası ne?💢

💎 Peki ya dolandırılıyorsak? 🫰

👉 Hepsini bu floodda bulabilirsiniz. #bitcoin
1- Michael Saylor #Bitcoin satıyor ve bilmenizi istemediği bazı şeyler var.

Bu floodda onlara yer vermeye ve bu konu hakkında merak olan takipçilerimin merakını gidermeye çalışacağım.

Vakit ayırdığınız için teşekkürler.🙏
2- Michael Saylor, şirketi 2020'de $BTC'yi bilançolarına ekleyeceklerini açıkladıktan sonra Bitcoin'in en büyük destekçilerinden ve en büyük destekçilerinden biri oldu.

O zamandan beri, #Bitcoin topluluğu onun etrafında toplandı, milyonlarca takipçi ve kamu bilinirliği sağladı.
Read 25 tweets
#SEC vs #RIPPLE lawsuit. The Hinman emails are EXTREMELY damaging to the SEC. They would rather end the lawsuit by ANY means rather then give them up. It would seem that a plan to quickly resolve the lawsuit has been agreed to. My thoughts of what occurred over the last week 1/
April 11th: SEC loses on the DPP ruling.
Gary: "@!#?@!"
Ripple: "End this now!"
SEC: "Only if our corruption stays hidden!"
Ripple: "End discovery! Do not contest that XRP is not a security at summary judgment!"
SEC: "Ok...😥😭"
Deaton:"Semper Fidelis!"
2/
April 13th: @freddyriz withdraws his class action lawsuit against Hinman and Clayton.
Fred: "We are ready to go!"
Deaton: " The SEC just got wrecked. Wait a few months and CLEAR corruption evidence will be unveiled!"
Fred:"Perfect! I will be back!"
3/
Read 5 tweets
Ready for the #CFB Analytics Spring Top 40? Here we go. This Power Ranking is derived from a model which utilizes full Coach Staff efficiency metrics, roster talent, & returning production among other metrics. No opinion here, I just regurgitate the numbers. #NoOpinionJustNumbers
40 #Kentucky #BBN #SEC Power Rating: 61.726
Returning Production for the Wildcats may be a problem. At 39.72%, it puts them at 113th in the country. The schedule is manageable tho drawing Ole Miss & Miss State out the West. #CFB
39 #Washington #PurpleReign #Pac12
Power Rating: 62.271
Really like the new coaching staff in Seattle. Should put them in a better position to win. Roster talent purge from the prev regime will have an early effect (last 2 classes were 39th, 86th) but the ship has been righted.
Read 42 tweets
How the #SEC Proposal to Change One Definition Could 'Kill' #DeFi
The agency wants to expand the definition of "dealer."
The SEC has been releasing proposed rule changes this week.
Read 32 tweets
Exactly four weeks since war escalated dramatically on Feb 24. This morning, I read every company "current report" (#SEC #EDGAR #8K) filed since that day with #Russia, #Ukraine, or #Belarus mentioned. I'll be sharing observations through the morning, esp. re: #tech or #finance
1/ I am struck by how few companies have disclosed thus far. For example, in prior research, I noted that 140 companies disclosed material #Russian #subsidiaries and #JVs in 2021 via 10-K Exhibit 21: medium.com/@michael.bomma…
2/ There have been, in total, 154 mentions of RU - many of which are simply blanket disclosures of risk related to OPEC+, which includes Russia. And many companies have manufacturing or personnel as disclosed in 10-Ks, even without "material" sub's or JVs
Read 31 tweets
THREAD 🚨🚨🚨

1/5 The big question on the Internet related to the #Ripple VS #SEC case, is who made the call to give #Ethereum an unfair advantage in the industry by labeling only Ethereum as a non-investment, allowing them to sidestep Investment-related regulations? 1/3
2/5 We found the answer to this question and it is the same guy who shackled #Ripple on his last day in office, Jay Clayton. In a video we found on YouTube Clayton is the one who directed Lowell Ness, a partner at Perkins Coie to draft the memo about #Ethereum.
3/5 This video indicates Jay Clayton was with attorney Lowell Ness at a meeting at venture firm Andreessen Horowitz on January 25, 2018, where the former #SEC Chairman asked them for advice and suggestions for a “playbook”
Read 5 tweets
Take aways from the #blockfi settlement with the #SEC (sec.gov/litigation/adm……) 1. BIA were notes under the Reves test; one factor is that there is "no alternative
regulatory scheme or other risk reducing factors exist with respect to BIAs" Congress can of course, set out a /1
an alternative framework that would potentially push these sorts of ventures into a different regulatory classification. 2. the offer and sale of notes is an investment contract. Yes, you can be debt and an investment contract; the pooling of assets is the key factor here. /2
3. Blockfi was a 40 act company; 40% of its assets were investment securities - including loans. /3
Read 6 tweets
1/ Waiting on pin’s and needle’s to read the #SEC settlement with @BlockFi reported by @business over its crypto lending product
2/ Bloomberg reported a $100 m settlement and agreement to not take in US investors because SEC deems the lending product to be a #security
3/ BlockFi does not provide much information on borrowers, but speculation is that the large trading market and hedge fund have been driving the demand for crypto lending products.
Read 9 tweets
1/Judge ordered two law firm memo’s from 2012 to #XRP to be unsealed and released by Feb 14. #XRP has argued memos concluded it was not @security while #SEC claims@the memos show XRP was forewarned that its proposed sale of digital tokens would violate federal securities laws.
2/ A few lessons here. 1) always remind your client NOT to send privileged memos around to third parties (which XRP did here, 2) as a lawyer, allays assume that any writing to a client may end up in court some day.
3/ Can’t wait to read llegal analysis from almost 10 years gogn@.
Read 4 tweets
1/ How the challenges of 2021 laid the groundwork for DeFi’s next potential bull run.

A thread on the 3rd wave of #DeFi summarizing my latest column for @Bitwiseinvest

🧵👇

bitwiseinvestments.com/crypto-market-…
2/ The past year was transformational for #DeFi.

The sector grew by triple-digit rates by almost every measure.

Yet, some notable headwinds (from regulatory concerns to infrastructural limitations) turned the initial excitement into a somewhat disappointing year for investors.
3/ But skeptics beware.

DeFi, like many disruptive technologies, has been propelled by new waves of adoption, which emerge every few years.

And the challenges that have negatively impacted prices in the near term could be a catalyst for the next wave of #DeFi.

Let’s explore.
Read 28 tweets
Deeper review of the Amend Reg ATS release re "Communication Protocol System" (sooo not done). @HesterPeirce is right to signal its future ramifications for #digitalassets /1 @JSelway3 @ChrisGrobbel
Deep concerns re HOW #SEC can even apply exchange regulation to digital assets (e.g., Customer Protection Rule??), but TL. Square peg, round hole. IMHO, this release turns that peg into a block. /2
I agree w @lex_node that this expanded def'n of "Communication Protocol System" will be used in the SEC's push to regulate AMMs and defi generally as exchanges...with ambiguous terms permitting an expansive definition /3
Read 4 tweets
Breaking news: We have filed an SEC complaint against @moderna_tx for publishing misleading statements & failing to disclose to shareholders & the SEC that it has been part of a prolonged patent dispute w/scientists at the National Institutes of Health over the COVID-19 vaccine.
Despite receiving $2.5 billion in US taxpayer money & co-inventing the mRNA #vaccine with scientists from the NIH, Moderna has been an ongoing dispute with the US gov't over just who owns the intellectual property behind the vaccine.
By refusing to transfer mRNA technology to manufacturers in low-and middle-income countries, Moderna is prolonging the pandemic, ignoring the death & suffering of millions worldwide.

More on our #SEC complaint and the need for a #PeoplesVaccine: politicsofpoverty.oxfamamerica.org/oxfam-calls-on…
Read 3 tweets

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