Adam Back
RT @Blockstream: LIVE NOW: Blockstream CEO @adam3us and Gina Sanchez are on stage at the State Association of California Employee Retirement Systems.

From Bitcoin in retirement portfolios to the evolving role of treasury strategy, they’re tackling how institutions can future-proof their assets. https://t.co/G26UtwEFoh
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Ansem 🐂🀄️
RT @e38: Said fück it and dropped the pod episode, so don’t bother me till further notice

First Episode Out https://t.co/q6WwLxiCD8 https://t.co/nUPwHFQ6Y8 - An Unsafe Space Pod
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Adam Back
RT @supplyshocks: Excellent metric by @adam3us . mNAV is the equivalent of p/e ie what multiple of current value the market is willing to pay today for future growth. A higher mNAV reflects a greater expectation of higher growth.

Months to mNAV is a metric that one can use to gauge that growth to derive a mNAV that one is willing to pay today.

@ActuallyClimber @Metaplanet_JP Their months to mNAV cover shows that even relative high mNAVs are justified by the speed, fast increase in BTC/share "yield" being able to cover mNAV in 5 months or with the most recent BTC buy factored into yield metric, probably 4 months now to cover - Adam Back
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Adam Back
RT @supplyshocks: I hope @saylor begins to use @adam3us months to mNAV metric. It will greatly assist TradFi with asset based valuation of a company holding a finite supply asset.

Excellent metric by @adam3us . mNAV is the equivalent of p/e ie what multiple of current value the market is willing to pay today for future growth. A higher mNAV reflects a greater expectation of higher growth.

Months to mNAV is a metric that one can use to gauge that growth to derive a mNAV that one is willing to pay today. - supplyshocks
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Ansem 🐂🀄️
eating fried catfish ama
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Arthur Hayes
"Fatty Fatty Boom Boom" argues that capital controls will be used instead of tariffs to correct Pax Americana's imbalances. The effects on foreign asset ownership will drive $BTC to $1 million and beyond by 2028.

https://t.co/CFvez5eWqU https://t.co/JAOUwFJxJC
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Cathie Wood
According to @ARKInvest’s research on nuclear energy led by @skorusARK, if government regulators had not interfered, electricity costs would be roughly 90% lower in the US than they are today.

3/If just comparing capital cost, even if nuclear costs had continued to fall in line with the trend in place before regulations derailed them in the 1970s, a quick glance would suggest that they still would not be as low today as solar on a cost-per-watt basis, but... https://t.co/eVzZYO8CqB - Sam Korus
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toly 🇺🇸
I was raving about rev before we had any

jon's first piece at delphi was on l1 value accrual and why basically every token besides eth was f'd.
https://t.co/F8Ao9hAmim

then he wrote the hitchiker's guide to ethereum: https://t.co/JNe8hRqOCu

then the rollup roadmap: https://t.co/1LI7oT4b8O

i thought he was legit just a pure eth maxi. when i spoke to him at bp in 2023 i was genuinely shocked he owned sol. ethereum community has a good way of pushing away ppl who critique, even if the critiques are good. it is not tech it is religion. - ceteris
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Jon Charbonneau 🇺🇸
RT @ceterispar1bus: jon's first piece at delphi was on l1 value accrual and why basically every token besides eth was f'd.
https://t.co/F8Ao9hAmim

then he wrote the hitchiker's guide to ethereum: https://t.co/JNe8hRqOCu

then the rollup roadmap: https://t.co/1LI7oT4b8O

i thought he was legit just a pure eth maxi. when i spoke to him at bp in 2023 i was genuinely shocked he owned sol. ethereum community has a good way of pushing away ppl who critique, even if the critiques are good. it is not tech it is religion.

.@jon_charb turning into a “big VC” boogeyman was not on my bingo card. One of the most reasonable voices in the space—didn’t even touch Solana until it hit $8. Wild how short y’all’s memories are. - ZenLlama
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Arthur Hayes
NEW interviews from Maelstroms Chief Arthur Hayes Access the latest insights on the markets digital assets and Web3 IssueWire https://t.co/TDciwWhNpZ
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