@PhilJBonello

@plaintext_cap Prev: @grayscale, @ikigai_fund, @messaricrypto. ~nidber-filbur Opinions are my own. Not investment advice.

plaintextcapital.com
Joined October 2011
  • Tweets6.3K
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  • Followers9.7K
651Media
L1 trade is dead, long live the L1 trade
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nature is healing
Watcher.Guru
@WatcherGuruOct 15
JUST IN: MSCI to remove Michael Saylor's Strategy $MSTR from its indexes.
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Phil Bonello
@PhilJBonelloSep 24
hate to say it but seems like a decent place to derisk locally
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Phil Bonello retweeted
Zakura
@ZakuraZcashOct 8
Here's our plan for quantum-safe, unlinkable, rotating taddrs. Possible with Zcash, today. While others are worrying about the viability of rotating transparent addresses, we're already solving linkability. zakura.com/engineering/trans…

Transparent PIR and Address Rotation — Zakura

Leveraging private information retrieval to support transparent address rotation as a defense against public-key recovery.

zakura.com
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Phil Bonello retweeted
Lorenzo Valente
@LorenzoARKSep 29
Tokenized equities just crossed 1% of stablecoin supply. I expect this ratio to grow massively from here. Even if stablecoin supply compounds at 40%+ annually, I think tokenized equities could surpass stablecoins in onchain supply within the next three years. A lot of the stack will benefit from tokenization, and there will be many winners. But one thing seems increasingly clear: stablecoins will be one of the biggest beneficiaries of tokenized assets.
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hate to say it but seems like a decent place to derisk locally
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INTEL: CFTC Chairman Selig says markets must prepare for "mass tokenization" of stocks, bonds and collateral
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Last week Zcash saw its highest transfer volume since 2021, it's second highest week ever, settling over $23B in value.
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Public Beta now live on @base 🔥 Kelly-optimized leverage for buy-and-hold investors. First Bitcoin, then stocks.
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butter
Phil Bonello
@PhilJBonelloSep 18
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Phil Bonello retweeted
Solana
@solanaSep 17
BREAKING: The SEC issues a temporary, conditional exemption allowing onchain trading of tokenized US stocks.
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one of the best setups at the moment. bled over the last few weeks and cleared most of the OI buildup. for how all the talk about durability, it's one of the most durable businesses in crypto
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this would be an incredibly high leverage moment to resolve iran conflicts
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Big jump. What's driving this? @RWA_xyz
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this is great. rate hike probably the right thing to do to improve confidence in fed independence and gives reason for long end yield to come down. hedge fund positioning at historical lows. crypto has held up relatively well through a couple weeks of nerves. becomes a buy the news event
Will
@WClementeSep 14
Replying to @WClemente
Rate hike is 93% priced in now.. dot plot will be worth watching, but pretty wild how bitcoin has held its range despite these odds pretty much indicating that a hike is a lock
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and OI has normalized on a lot of leaders, giving a clean slate for another leg up
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ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 trading like it's critical infrastructure for the trillions of future onchain assets.
Phil Bonello
@PhilJBonelloAug 27
investors have learned to ignore the lindy defi names that are down 90% and are critical infrastructure for the mass onchain asset migration
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The crypto path over the next few years is clearer and more stable than it's ever been. Stablecoins and tokenized assets grow the onchain collateral by 10x and all the infrastructure that supports trading and lending sees breakout success. Simple
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