Sportsbetting, Stonks, Sphere, Neoliberal, Metal, Poker, Derren Brown Enthusiast. Positive vibes only! Partner @SaberSim
Petaluma, CA
Joined May 2013
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Daniel Steinberg Singer retweeted
You don't understand we have to watch 300 episodes of 90s Star Trek so you can appreciate the payoff of this two minute monologue in season 6 of DS9
Nick Fuentes says incredibly smart things, maybe the smartest political commentator out there. Makes terrible predictions about Israel and Netanyahu though and is a bit too much of a paranoid conspiracy theorist to me.
Daniel Steinberg Singer retweeted
Yes. This is a big part of why TNG has broad appeal: the progressivism is tempered by a conservative emphasis on duty, the chain of command, respect for the law etc. A very 80s / early 90s combination.
Daniel Steinberg Singer retweeted
Coinbase finally beat earnings after 4 quarters of whiffs, and $COIN stock falls 15% anyway because of Binance and tech stocks.
Market just doesn’t buy the story anymore. High fee retail trading is dead, and the rest of the business is just a conglomerate of low growth, low margin, highly competitive businesses with no moat, cobbled together via a bunch of expensive acquisitions. Tough stock to own.
Need some better publicly traded crypto companies. The current crop of failed IPOs is killing the sector.
COINBASE $COIN Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $1.22B (Est. $1.23B) 🔴; -35% YoY
🔹 EPS: $2.51 (Est. -$0.06) 🟢
🔹 Transaction Rev: $590M (Est. $527M) 🟢; -44% YoY
🔹 S&S Revenue: $570M (Est. $561.5M) 🟢; -20% YoY
🔹 Adj. EBITDA: $332.9M (Est. $290.2M) 🟢; -58% YoY
🔹 Net Income: $718.7M
Cuts FY26 Guide:
🔹 Adj. Expenses: $4.15B-$4.30B; from $4.25B-$4.60B
Q4 Outlook:
🔹 S&S Revenue: $550M-$630M
🔹 Adjusted Expenses: $1.01B-$1.16B
🔹 Transaction Expense: Mid-teens % of net revenue
Other Q3 Metrics:
🔹 Stablecoin: $307M (Est. $314M) 🔴
🔹 Trading Volume: $1.21T
🔹 Assets on Platform: $377B (Est. $318B) 🟢
🔹 Crypto Market Share: 10.7%
🔹 Average USDC Held: $22B
Key Updates:
🔹 Crypto Investment Portfolio: $715M net gain on crypto assets held for investment in Q3
🔹 Prediction Markets: $200M+ annualized revenue; 82% quarterly compound growth
🔹 Share Repurchases: 10.2M Class A shares repurchased; $2.0B remaining authorization
Daniel Steinberg Singer retweeted
In honour of Sir Patrick Stewart’s passing, here are my top ten episodes of Star Trek: The Next Generation:
1. The Inner Light (S5 Ep. 25)
2. Tapestry (S6 Ep. 15)
3. The Measure of a Man (S1 Ep. 9)
4. Darmok (S5 Ep. 2)
5. The Drumhead (S4 Ep. 21)
6. The Pegasus (S7 Ep. 12)
7. I, Borg (S5 Ep. 23)
8. Who Watches the Watchers (S3 Ep. 4)
9. Ensign Ro (S5 Ep. 3)
10. Cause and Effect (S5 Ep. 18)
All are philosophically very interesting and most are carried by Stewart’s performance. I highly recommend them.
Daniel Steinberg Singer retweeted
Jean-Luc Picard remains the single most compelling vision of progressive politics I am familiar with — secular, rational, compassionate, egalitarian; a believer in progress & abundance but also duty, hard work, and a constant battle for self-improvement and improving the world.
Claude is speculating this and the Binance hack were related
For anyone confused about what happened with Cursor:
Someone slipped a malicious version of the Claude Code extension into Cursor's marketplace.
Developers who installed it could unknowingly give attackers access to their computers.
Up to 5,000 users may have been affected.
Cursor has removed it, but affected users still need to secure their systems.
This is why AI security is becoming such a big deal!
Daniel Steinberg Singer retweeted
My sources tell me Paxton has checked himself into a mental hospital in Ohio after having a mental breakdown.
That is why he is disappearing. Sad.
ABC 7 News: Ken Paxton cancels planned El Paso rally days before Election Day
abc7amarillo.com/news/nation…
Daniel Steinberg Singer retweeted
Ohio?
ABC 7 News: Ken Paxton cancels planned El Paso rally days before Election Day
abc7amarillo.com/news/nation…
Daniel Steinberg Singer retweeted
Every day — sometimes multiple times per day — this absurd malevolent figure lies outrageously or delusionally about something. There's never been anyone like this in national politics.
Daniel Steinberg Singer retweeted
US IRAN WAR COSTS SURPASS $47 BILLION, PENTAGON ESTIMATES
The US military has spent more than $47 billion on the war in Iran, according to Pentagon data reviewed by Reuters, exceeding the Defense Department’s July estimate by over 25%.
The costs include more than $29 billion to replenish munitions and over $6 billion to replace military equipment.
The estimate does not clearly account for repairs to US bases damaged by Iranian missile and drone attacks.
I think Vivek is a uniquely bad candidate for Ohio. But the house and Senate candidates are direct checks on Trump, governor isn't really that. So id expect Democrats to do way better in Senate and house than governorship.
Daniel Steinberg Singer retweeted
Trump won the popular vote and an electoral college landslide with an historic mandate. The GOP controlled the House, Senate, White House, and a 6-3 SCOTUS majority.
Then they blew it all away by fighting Israel’s war.
THEY HAVE NOBODY TO BLAME BUT THEMSELVES.
Daniel Steinberg Singer retweeted
The whole Cheesecake Factory thing is such a pre-2016 nostalgia trip. I almost forgot this is what political discourse was for years, manufactured rage about beige suits and Obama maybe being too fancy. The whole thing might as well be scored by MGMT.
Daniel Steinberg Singer retweeted
It’s a very good movie but if your takeaway is that Elizabeth Holmes might be a neurodivergent victim I think you have forcibly disconnected yourself from reality.
More specifically, she *obviously* gets The Who’s on First joke—and is profoundly motivated to pretend she doesn’t.
Daniel Steinberg Singer retweeted
Holy shit. His analysis here is so good it’s worrying. It’s actually straight up better than what you get from the best of CNN. You have to see this
