might delete this tweet in a few minutes but rumor has it that next month Sino Global Capital (up until now mostly partner capital) will for the first time in its history open itself up to international institutional and UHNW capital so I'm possibly jacked to the tits over here
this is so embarrassing but this song came on my playlist and I just had to leak that alpha
legal probably going to make me delete that but I'll leave it up just a little bit longer
The above tweet is not an offer to sell or a solicitation of interest to purchase any securities of Sino Global Capital or any entity affiliated therewith.

• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with Matthew Graham

Matthew Graham Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @mattysino

25 May
releasing an abbreviated version of the memo has need approved. memo is from a Beijing expert who is extremely qualified to comment but is not part of the Chinese government. in my view just about as authoritative as it’s possible to get.
Read 10 tweets
24 May
can't reveal source but sitting on best explanation so far about last week's FUD from one of the very few people that's actually in a position to know, might try to turn it into a tweet thread
if we type this up I can tell you it will definitely be the best take on this thus far, anywhere. note: it's fairly consistent with what we've been saying for the past few days, just with some additional nuance.
asking for permission
Read 7 tweets
24 May
I’ve spent part of my day asking around and I’m ready to rate the claim that hash rate has already started declining as a result of regulatory uncertainty as mostly false. As of the time of this tweet largely untrue that capacity is *already* going dark due to Friday’s messaging.
Worth noting that the raw data on this especially an eyeball test is extremely misleading because of recent issues with Sichuan grid (this has been covered in overseas press).
With that said, I do agree that this episode is likely to accelerate Chinese hash rate moving abroad. No one likes regulatory uncertainty! But currently especially with razor-thin margins, most people are in wait and see more.
Read 4 tweets
23 May
ngl I've possibly been blowing off steam this weekend by roasting everyone in the Boobahub chat one by one but is it really my fault they added me to the chat in retrospect it was inevitable
through this process I also learned a new word, "Cheems"
my first Cheems meme Image
Read 5 tweets
23 May
trust is a very special thing. I spend *a lot* of time thinking about trust. but today I’m thinking about how a lot of people have weird motivations to scare you and make you panic.
I can’t promise we will always get it right. But I can promise that we will always do everything we can to objectively call it like we see it. You have my word, it’s our way of contributing to the community.
Candidly I could probably make a lot of money by trying to scare the living daylights out of y’all these days. But the smartest form of greed is long-term greed. And you win the long-term game by building up a reputation over time, so that’s exactly what I intend to do.
Read 4 tweets
2 Mar
this map of the United States that made it onto a Sri Lankan local TV station gives me the same feeling as when I listen to American pundits talking about China Image
*this definitely also applies to Chinese news talking about the United States
an alarmingly high percentage of y’all including if not especially Americans seem fine with this map
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!