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Nathaniel Whittemore
@nlw
, 7 tweets, 10 min read Read on Twitter
Crypto Daily 3@3 - 9.27 | Is BTC rogue state money? / Libra's impact on cent. banks / Fed repo pt 2 pscp.tv/w/cF5XdTE0Nzc1…
News we’re discussing:

1. Venezuela exploring holding bitcoin & ethereum in its reserves, in part as a way to evade US sanctions

2. The latest rumblings around Libra and central bank digital currencies (CBDCs)

3. Fed repo market injections week 2
My takes:

🔥Don’t underestimate how much ammo it would give BTC's gov't enemies if the narrative of bitcoin as rogue state money dominates.

🔫Libra was a starting gun and every central bank is now figuring out its digital play

🤷‍♂️How quickly intervention becomes normalized
Amazing content contributions today from @glendagrisell @TusharJain_ @criptobastardo @APompliano @krugermacro @BullyEsq @pattylaya @lawmaster @brian_armstrong @CaitlinLong_ @DiMartinoBooth & more.

Catch them all on the @MessariCrypto linkboard boards.messari.io/b/crypto-daily…
@glendagrisell @TusharJain_ @criptobastardo @APompliano @krugermacro @BullyEsq @PattyLaya @lawmaster @brian_armstrong @CaitlinLong_ @DiMartinoBooth @MessariCrypto Finally, if you want to join the discussion, check out this poll and thread. What do you think - is the Venezuela news bullish, bearish or neutral?
@glendagrisell @TusharJain_ @criptobastardo @APompliano @krugermacro @BullyEsq @PattyLaya @lawmaster @brian_armstrong @CaitlinLong_ @DiMartinoBooth @MessariCrypto BTW, it's featured in the linkboard but this piece by @CaitlinLong_ is such a helpful tool for understanding what's going on with the Fed and repo markets that I wanted to call it out separately as well. forbes.com/sites/caitlinl…
Podcast now live where ever you listen podcasts.apple.com/us/podcast/cry…
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More from @nlw see all

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Nathaniel Whittemore
@nlw
Crypto Daily 3@3 - 10.2 | Libra Shaky Membership FUD / Crypto In A Congress Race / BTC in HK pscp.tv/w/cGTrNTE0Nzc1…
What we're discussing:

+WSJ reports that Visa and MasterCard are getting cold feet around the Libra Association

+A new crypto advocacy group + A congressional candidate taking on Nancy Pelosi's pro-crypto stance

+BTC volumes are up in Hong Kong - but who is buying?
My takes:

+The cold-feet rumors aren't new, the positioning out of Libra leaves some space to explain why certain members leave, but I don't think they're stressing about this particularly.

+I'm way pro more pro-crypto candidates and advocacy groups

+Really want to know more
Read 6 tweets
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Nathaniel Whittemore
@nlw
Crypto Daily 3@3 - 10.1 | SEC! Securities! Settlements! Scandal! pscp.tv/w/cGOZtTE0Nzc1…
What we discuss:

This is a special focused edition all about the non stop conversation we’ve been having about securities, the SEC and settlements. Specifically, we discuss reactions to
+The Crypto Rating Council
+SEC’s settlements with EOS/Block One and Sia
I break the reactions to the $24m settlement between EOS and the SEC into 4 camps:

1.“They Got Away With Murder”
2.“You’re A Bunch Of Commies”
3.“It’s About The Consistency, Dummies”
4.“Pragmatists (aka the ‘What Can We Learn’s’)”
Read 6 tweets
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Nathaniel Whittemore
@nlw
Narrative Watch: Time Preference Transformation - How CryptoTwitter Reacted (or Didn't) to the Crash pscp.tv/w/cGJINTE0Nzc1…
What we're looking at:

Going a little meta and looking at the sort of awesome non-response on crypto/bitcoin twitter to last week's price crash.

In this #NarrativeWatch I explore whether it is a question strictly of strong fundamentals - or whether it is a different shift.
My take:

I think part of it *IS* fundamental strength, but I also think there is a distinct low time preference mentality among those who are involved in this space right now.

The bear market really did shake a lot of the high time preference folks out.
Read 7 tweets

Related threads

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Lyn Alden
@LynAldenContact
#fed #repo #dollar #dxy thread w/ a couple new points about timing/catalyst related to cash repatriation and buybacks.
Issue 1) Widening $1T fiscal deficits are causing large supply of UST at unprecedented % of GDP outside of recession/war.
Issue 2a) In last five years, foreign sources and Fed not buying UST. Private domestic balance sheets (blue line) have thus absorbed $3T in new UST in those five years.
Read 9 tweets
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Filomena Rocha
@Filomen03258997
31 - Attempted coup in Venezuela with support from the US - 2019

#Venezuela #AttemptCoupInVenezuela #War #Warlords2019 #TheWorldWithVenezuela #ElMundoEstaConVenezuela #ElMundoEstaConVzla #Democracy #HumanRights #dignity #Peace #Love #Freedom #UNCharter
1 to 24 - Attempted coup in Venezuela with support from the US - 2019🤨👇🏼
threadreaderapp.com/thread/1124734…
25 - Attempted coup in Venezuela with support from the US - 2019🤨👇🏼
threadreaderapp.com/thread/1125031…
Read 90 tweets
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Filomena Rocha, President European Commission
@Filomen03258997
13. - Attempted coup in Venezuela with support from the US - 2019

#Venezuela #AttemptCoupInVenezuela #War #Warlords2019 #TheWorldWithVenezuela #ElMundoEstaConVenezuela #ElMundoEstaConVzla #Democracy #HumanRights #dignity #Peace #Love #Freedom #UNCharter
By @telesurenglish
Venezuela has emerged from the US attacks on its electrical system.
By @MaxBlumenthal
Terrible news for Little @marcorubio @AmbJohnBolton & Guadio’s gang, but great news for the people of Caracas:

The city’s free Metro system is coming back on line as Venezuela recovers from its curiously timed electricity outages.
Read 284 tweets
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Matthew Willemsen
@mwill_crypto
0/ Huge start to the week in the #crypto/#blockchain ecosystem. Below is an 18-part thread covering events from the past day or so. Hope you learn something!
1/📱 The #smartphone-crypto integration news continues!

Indeed, @Opera announced, "after the success of our Crypto Wallet and Dapp explorer in Opera for Android, we have decided to open Opera Touch for iOS to Web 3." Was also revealed Opera is integrating @ENSdomains and IPFS!
2/ 🔌 For the eighth instalment of their #CryptoTuesday initiative, @Ledger added @TomoChainANN [ $TOMO ] and @QRLedger [ $QRL ] to the Ledger Nano S. Also, both projects' apps were integrated with the Ledger Live manager. ledger.fr/2019/03/05/cry…
Read 19 tweets
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Matthew Willemsen
@mwill_crypto
0/ Hey hey heyyyyyyy. Hope everyone is doing well!

Below is a 20-part thread covering the latest happenings in the #crypto/#blockchain space from the past 24 hours. Enjoy!
1/ 🤯 @GetNuo unveiled @UniswapExchange- and @KyberNetwork-powered non-custodial margin trading!

Users can LONG or SHORT #bitcoin [ $BTC ], #ether [ $ETH ], Maker [ $MKR / $DAI ], 0x [ $ZRX ] and other ERC20-compliant tokens with up to 5x leverage. medium.com/nuo-news/nuo-i…
2/ 🤝 @Coinbase announced the acquisition #blockchain intelligence startup Neutrino. Their team of eight will continue to operate as a standalone business based out of Coinbase's #London office.
Read 22 tweets
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Matthew Willemsen
@mwill_crypto
0/ Back from an amazing week in Hobart* to bring you a 24-part thread covering the latest from the #crypto space over the past day or two!

*S/O to @TasFireService & @NSWRFS for bravely fighting a near-month-long fire that's now burnt out 28,000+ ha of World Heritage-listed land.
1/ 🛰️ Leading #Bitcoin infra. #tech provider @Blockstream has launched its Blockstream Satellite API Beta.

Paying via the #LightningNetwork testnet (i.e., for free), users can broadcast data via Blockstream's satellite network. No #Internet needed! blockstream.com/2019/01/16/sat…
2/ 🛑 Ethereum's #Constantinople upgrade was postponed due to a potential vulnerability discovered by #blockchain security firm @Chain_Security relating to EIP1283 (i.e., cheaper gas costs for SSTORE operations). Next course of action to be explored during Friday's core dev call.
Read 25 tweets

Trending hashtags

#VenezuelaResiste #Berlin #UTVNEWS #FromTheSouth #24FEB #Bogota #NuncaMas #EnoughIsEnough #GM #16Mar #Canada #Dijon #Apple #Imperialism #Giletsjaunes #France #JuanGuaido #ether #ActeXIV #Blockchain #bringhimhome #SpiritAwards #blair #drones #WarCrimesInYemen
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