My financial theories are 80% conviction, 20% correction - on an average day. lol #NFA
Not Financial Advice!
Joined March 2021
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Bodhi Financial retweeted
In the aftermath of the largest incident in crypto history, Binance’s response is what industry leadership looks like.
Immediate, direct communication from Richard Teng. User funds fully covered from the SAFU fund and company reserves (not other customers). Roughly half the assets already frozen through coordinated action with stablecoin issuers, blockchain partners, and law enforcement. Deposits continuing, withdrawals paused only for a security overhaul, and a clear commitment to an updated Proof of Reserves.
This is how mature platforms absorb extreme events and protect users. The standard has been raised. Proud of the response.
$BNB
Bodhi Financial retweeted
Rumors are circulating that Anthropic's growth is decelerating.
They saw hundreds of billions of dollars fall from their valuation in tokenized markets.
@jvisserlabs and I discuss the pros/cons of Anthropic's future growth.
Bodhi Financial retweeted
BLACKROCK. JPMORGAN. BITMINE.
On November 12, @BitMNR will co-host an invitation only Ethereum Institutional Forum in London, bringing together some of the biggest names in global finance.
JPMorgan and BlackRock have dedicated fireside sessions.
Also confirmed:
🔹 DTCC: Securities infrastructure
🔹 Standard Chartered: Digital assets
🔹 Broadridge: Tokenized products
Bank issued money, tokenized assets and the infrastructure that settles financial transactions. All represented in one room.
Tom Lee @fundstrat has long argued that Ethereum could become the backbone of global finance. Now $BMNR is helping bring the institutions capable of building that future together.
Bodhi Financial retweeted
🚨LATEST: Michael Saylor says Bitcoin’s NEXT BULL RUN is beginning after a $20,000 rebound from its 200W MA.
“It bounced off the 200-week moving average… we rallied about $20,000 beyond that, so we think we’re at the beginning of the next bull run now,” he told Charles Schwab.
He argues earlier policy pressures and competition for capital from AI are easing, while bank custody, Bitcoin-backed credit, supportive regulatory guidance and tokenization are creating fresh tailwinds.
Saylor says Strategy holds roughly 845,000 BTC and $5 BILLION in cash, putting total reserve assets above $75 billion.
Bodhi Financial retweeted
Midnight is the VPN of DeFi for Everyone, Everywhere
JUST IN: Sig Network CEO showcases a "private version of Uniswap on Midnight—a private version of $ETH. You can open any ETH app, for example Uniswap, and swap. You have the ability to do everything you can do on Ethereum. People won't even realize that you're using Midnight."
Bodhi Financial retweeted
I did not have the IMF pumping tokenization on my 2026 bingo card.
More than half of trading in tokenized equities takes place outside regular market hours. The demand for 24/7 access is real. The challenge is building markets that are also deep, liquid, and resilient. Learn more in our GFSR chapter on tokenization: imf.org/en/publications/gfsr…
Bodhi Financial retweeted
When I'm fully unleashed and get to tell this story in detail, country by country, operation by operation, I don't think the world will ever view the history of the past decade the same way again.
Bodhi Financial retweeted
When I started Coinbase, getting a bank to work with us at all was nearly impossible.
Now Citi is partnering with us to bring stablecoins to institutions.
We’ve come a long way from 2012. Thank you @Citi.
We're bringing stablecoins into the banking system with @Citi.
That means instant stablecoin acceptance for institutions - all on bank-grade, regulated infrastructure.
The next step for stablecoins becoming everyday money.
Bodhi Financial retweeted
Typical old school sign of financial distress.
French bond yields at widest spread to Germany since 2012 Euro crisis.
Fiat stress.
Sign that US and European liquidity tightening overdone...
...And will get reversed.
Watch gold for bull run restart. Btc fast on heels.
Bodhi Financial retweeted
Researchers proved AI has deleted every reason universities exist.
Harvard University ran a controlled experiment pitting a custom AI against their own top-tier classrooms.
And the results are going to collapse the higher education bubble.
They took 194 undergraduates and split them up.
One group learned physics in one of Harvard’s best hands-on, active-learning physical classrooms. Group work. Instructor support. The premium university experience.
The other group went home and learned the exact same material with an AI tutor.
The AI didn't just win. It embarrassed the institution.
Students using the AI learned more than twice as much as the students in the elite Harvard classroom.
They scored 30% higher on the final assessment.
And they did it in less time.
Let that sink in.
A piece of software sitting on a laptop outperformed a world-class faculty in one of the most elite learning environments on Earth.
Universities have always justified their exorbitant tuition with two things: access to elite knowledge and the physical classroom experience.
This study just proved both of those moats are gone.
When software can teach you complex physics twice as well as a $60,000-a-year institution, the math of higher education breaks permanently.
The AI didn't just give the students answers. It used strict pedagogical guardrails. It guided. It questioned. It forced the students to do the cognitive work.
It offered perfect, one-to-one tutoring, personalized to the exact moment a student misunderstood a concept.
That level of attention is mathematically impossible to scale in a physical lecture hall.
For a thousand years, the university was the only place to get a premium education.
Now, it’s the bottleneck.
If AI can double your learning speed for a fraction of the cost, what exactly are students taking on decades of debt to pay for?
Bodhi Financial retweeted
Chamath explains the political calculus behind Obama’s anti AI speech
“This is a very important moment for a very simple reason, which is that the world is about to endow 3-6 companies with about $10 trillion of wealth.”
“And what Obama knows very well is that most of those companies are overwhelmingly left leaning. And what he also knows is that there is a huge portion of that money that will then get put into philanthropic and charitable causes that then he and the people around him will be beneficiaries of."
“That is the truth. We already know this because we know that some of these frontier corporations actually ask you to sign up DAFTs and have a portion of your stock that you're willing to pledge. So this money is going to go to things other than consumption or savings. It's going to go into PACs, it's going to go into political movements, and they stand to disproportionately benefit."
“So this has nothing to do with prosperity. This is a very simple political calculus. If you freeze frame the economy the way it is today, a handful of organizations that will disproportionately be able to affect the Democrats will win, they will capture the lion's share of the economic gains. And then they will help the Democrats win power. That's all this is."
Bodhi Financial retweeted
Nobody believes these clowns anymore.
Bill Gates warns AI is powerful enough to cause "a billion deaths" axios.com/2026/09/25/bill-ga…
Bodhi Financial retweeted
Angela Merkel was one of the worst politicians in modern European history and Ursula von der Lynen has been an unmitigated disaster running the EU. Oh and Jacinda Arden turned New Zealand into a Covid concentration camp, wanted mass censorship, then resigned
