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Joe Weisenthal Profile picture
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Feb 3 • 4 tweets • 2 min read
NEW ODD LOTS

@tracyalloway and I talked to @evabeylin, a director at The Graph and a member of the mostly anonymous crypto investing collective @egirl_capital.

She’s one of the doxxed members of the group, and she came on to tell us how it all works. bloomberg.com/news/articles/…
What’s great about Eva’s perspective, is that she’s an investor and builder in the space, so basically the perfect person to talk to about what’s happening in the space right now.
Also I’ve met @CL207 in person, and it really is a cat in a hazmat suit,
And of course, the episode is available elsewhere

Spotify: open.spotify.com/episode/72mPXa…

Apple podcasts.apple.com/us/podcast/odd…

Plus all the rest

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More from @TheStalwart

Joe Weisenthal Profile picture
Feb 4
BOOOM. Jobs report crushes expectations.

467K new jobs in January vs. expectatiosn of 125K. So much for the big Omicron jump.

The unemployment rate rose to 4%, however, this is in the context of a big LFPR jump.

Also HUGE upward revision to last month.
The big story, IMO, are the big upward revisions to last month.

Labor market 🔥🔥🔥🔥
Big jump in 2-year yields.

March hike more than locked in, it would seem. bloomberg.com/news/articles/… Image
Read 7 tweets
Joe Weisenthal Profile picture
Jan 25
THE OTHER REASON THERE'S NO FED PUT RIGHT NOW

In today's @markets newsletter, I wrote how it's not just inflation that will keep the Fed hiking. It's also that, unlike with past market downturns, there isn't an associated growth scare.

Sub here: bloomberg.com/account/newsle…
Part of the reason it seems like the Fed always rides to the rescue of the market, when it goes down, is that there's usually something else going on beyond merely the decline itself. With this latest swoon, that's not really there.
It really is incredible how narrow credit spreads are right now. They were higher in late 2021. They spiked way more in late 2018, as well as the 2015/2016 China stuff.
Read 4 tweets
Joe Weisenthal Profile picture
Jan 24
THE STOCK MARKET PARTY HAS BEEN ENDING FOR ALMOST A YEAR

In today's @markets newsletter, I wrote about the pain in the market. It's getting a lot of attention now, but in reality it's been going on for almost a year.

Subscribe to the newsletter here: bloomberg.com/account/newsle…
@markets Back when the GameStop craziness happened, a bunch of people said "this must be the top!"

And it retrospect it actually was. That was the peak of the mania.
@markets BRK/ARKK bottomed right in the middle of last February.
Read 5 tweets
Joe Weisenthal Profile picture
Jan 12
A little bit hot.

Headline CPI rises 7% as expected.

However, core CPI accelerated to 5.5% vs. the 5.4% expected.

And the sequential change in core was 0.6% vs. the 0.5% expected.

Stock futures unchanged basically bloomberg.com/news/articles/…
Two year yields not doing much, so doesn't look like this report (so far) is expected to change the Fed's trajectory one way or another.
"The index for used cars and trucks continued to rise, advancing 3.5
percent in December after increasing 2.5 percent in each of the prior 2 months." bls.gov/news.release/c…
Read 4 tweets
Joe Weisenthal Profile picture
Jan 11
THE PERFECT CRYPTO INVESTOR IN CITADEL SECURITIES

For the Odd Lots blog, I wrote about why @paradigm, with its deep technical expertise in DeFi market structure, is the perfect fit for today's deal. bloomberg.com/news/articles/…
@paradigm Among other thing, Paradigm's @danrobinson is one of the author's of Uniswap V3. A great example of the firm's technical expertise uniswap.org/whitepaper-v3.…
@paradigm @danrobinson As @matthuang said on Odd Lots last year, Paradigm has a lot of in-house experience close to the metal bloomberg.com/news/articles/…
Read 4 tweets
Joe Weisenthal Profile picture
Jan 7
BREAKING:

Miss: Just 199K jobs created in December vs. 450K expected.

Unemployment rate falls to 3.9%

Average hourly earnings grow 4.7% YOY

bloomberg.com/news/live-blog…
Labor force participation rate holds steady at 61.9%, even as the unemployment rate falls from 4.2% to 3.9%.
Stock futures modestly lower after the report bloomberg.com/news/articles/…
Read 5 tweets

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