Wis me, not us, and the message is met for you, not courts or judges. https://twitter.com/cowboycryp...
@WKahneman “That was another part of OUR exercise in terms of making it clear to the market how WE look at these instruments.” ~Bill Hinman https://t.co/HdzpZhlcFm
发表时间：3年前 作者：Cowboy.Crypto👉🏼💨 @cowboycrypto131希望是我，而不是我们，信息是为你们而来的，不是为法院或法官。https://twitter.com/cowboycryp...
@WKahneman“这是我们向市场阐明我们如何看待这些工具的另一部分。”~比尔·欣曼https://t.co/HdzpZhlcFm
Public speech about guidance on crypto markets by the director of capital markets of entity claiming to regulate crypto at a time when markets were clamoring for guidance was not binding policy, despite fact that lawyers edited, approved & claimed privilege. Next? BKLNBridge4Sale https://twitter.com/EleanorTer...
From the latest SEC filing:
“The Speech was not binding SEC policy--that is, a pronouncement of the Commission itself, the Commissioners appointed by the President with the Senate’s advice and consent.”
The head of the Commission: https://t.co/SCRW8VngIF
声称在市场要求指导的时候监管加密的实体的资本市场总监关于加密市场指导的公开演讲不具有约束力的政策，尽管事实上律师编辑、批准和；声称享有特权。下一个BKLNBridge4销售https://twitter.com/EleanorTer...
根据最新的SEC备案：
“该演讲没有约束SEC的政策——也就是说，委员会本身的声明，即由总统在参议院的建议和同意下任命的委员。”
委员会负责人：https://t.co/SCRW8VngIF
No, my Nov. 21 stagflation call on https://boombustblog.com/ was wrong.... Yeah, right. I don't want to say I told you so, but.... https://twitter.com/barronsonl...
The paint company reported lower earnings and sales than expected for its second quarter and lowered its forecast of profits for the year. https://on.barrons.com/3OCcJ8n
发表时间：3年前 作者：Barron's @barronsonline不，我11月21日的滞胀电话https://boombustblog.com/错了……是的，对。我不想说是我告诉过你的，但是。。。。https://twitter.com/barronsonl...
这家涂料公司公布的第二季度收入和销售额低于预期，并降低了今年的利润预测。https://on.barrons.com/3OCcJ8n
$COIN is in a horrible position right now. We have another update coming out today, and I am of the belief that it may be takeover target. https://twitter.com/unusual_wh...
Cathie Wood of $ARKK just sold nearly 1.41 million shares of Coinbase, $COIN, at all-time lows of $53.
The average cost average that $ARKK purchased $COIN at was $254.65.
$COIN现在的处境很糟糕。今天我们有另一个更新，我相信这可能是收购目标。https://twitter.com/unusual_wh...
ARKK的Cathie Wood刚刚以53美元的历史低点卖出了Coinbase和COIN的近141万股。
$ARKK以254.65美元的价格购买了$COIN。
RT: @sassal0x You’re missing the same point everyone else in crypto is overlooking — IP. If you don’t control the IP your project will be driven by the projects that do. Doesn’t matter how you feel about it, the crypto IP bubble is about to burst @ReggieMiddleton @Veritaseuminc #Veri #IP
RT：@sassal0x你错过了加密中其他人都忽略的一点-IP。如果你不控制IP，你的项目将由控制IP的项目驱动。不管你怎么想，加密IP泡沫即将破灭@ReggieMiddleton@Veritaseuminc#Veri#IP
I found in <1 day of research problems that nearly the entire body of crypto "analysts" seemed to have missed. When I raised a red flag, only two people seemed to agree that there was a problem. One was the guy below. This was my first warning https://boombustblog.com/compo... https://twitter.com/JoshRosner...
@DavidDTawil Does this seem like a plain vanilla cash business? https://t.co/pChMKJlnCf
发表时间：3年前 作者：joshua rosner @JoshRosner我在<；一天的研究问题，几乎整个加密“分析师”似乎都错过了。当我发出红旗时，似乎只有两个人同意有问题。一个是下面的人。这是我第一次警告https://boombustblog.com/compo... https://twitter.com/JoshRosner...
@DavidDawil这看起来像是普通的现金交易吗？https://t.co/pChMKJlnCf
@circlepay sold Circle Invest for #voyager stock, which is now worthless for all practical intents and purposes. Basically, they simply lost the total value of Circle Invest off of their balance sheet. https://twitter.com/JoshRosner...
@DavidDTawil 7) they do have investments 8) they do take digital assets as collateral 9) likely significant further losses in q2-q4 as 12mo contracts on their yield book anniversary & digital lending business 10) not getting 20% on loans again11) If no SPAC will they have enough capital? https://t.co/uJRsnS3iWL
发表时间：3年前 作者：joshua rosner @JoshRosner@circlepay将Circle Invest出售给#voyager股票，该股票现在对于所有实际意图和目的来说都一文不值。基本上，他们只是从资产负债表中损失了循环投资的总价值。https://twitter.com/JoshRosner...
@DavidDawil 7）他们确实有投资8）他们确实以数字资产作为抵押品9）在第二季度至第四季度可能会进一步大幅亏损，因为在他们的收益书周年纪念日有1200万份合同；数字借贷业务10）无法再获得20%的贷款11）如果没有SPAC，他们会有足够的资本吗？https://t.co/uJRsnS3iWL
@circlepay burned through $441M investment from @BlackRock et, al. before the end of the FY, & BEFORE the massive defaults in the market and capital losses on a wide array of digital assets. $USDC partner @coinbase has rough times ahead, too! See BoomBustBlog for both the reports https://twitter.com/JoshRosner...
@DavidDTawil 7) they do have investments 8) they do take digital assets as collateral 9) likely significant further losses in q2-q4 as 12mo contracts on their yield book anniversary & digital lending business 10) not getting 20% on loans again11) If no SPAC will they have enough capital? https://t.co/uJRsnS3iWL
发表时间：3年前 作者：joshua rosner @JoshRosner@在本财年结束之前，circlepay从@BlackRock et al.获得了4.41亿美元的投资；在市场大规模违约和大量数字资产的资本损失之前$USDC合作伙伴@coinbase也面临着艰难的未来！请参阅BoomBustBlog以获取这两个报告https://twitter.com/JoshRosner...
@DavidDawil 7）他们确实有投资8）他们确实以数字资产作为抵押品9）在第二季度至第四季度可能会进一步大幅亏损，因为在他们的收益书周年纪念日有1200万份合同；数字借贷业务10）无法再获得20%的贷款11）如果没有SPAC，他们会有足够的资本吗？https://t.co/uJRsnS3iWL
Listen people, this is not rocket science. These are real risks here & I'm being completely objective. We haven't even broached the very real problem of IP. @circlepay credit/counterparty risk appears to grow with every document I review. Look at my bank failure call track record https://twitter.com/JoshRosner...
@DavidDTawil 1) weak banks fail on the other sides of credit cycles 2) uninsured deposits = losses = runs 3) they do lend (big loss q1) 4) S-4 shows big counterparty concentrations 5) no reg capital & $800million q1 loss 6) BK = ? for USDC holders given CIF is not a trust & no trust services
发表时间：3年前 作者：joshua rosner @JoshRosner听着，人们，这不是火箭科学。这是真正的风险；我是完全客观的。我们甚至还没有提到真正的知识产权问题@circlepay信用/交易对手风险似乎随着我审查的每一份文件而增加。看看我的银行倒闭电话记录https://twitter.com/JoshRosner...
@DavidDawil 1）疲软的银行在信贷周期的其他方面失败2）未保险的存款=损失=运行3）他们确实放贷（大损失q1）4）S-4显示交易对手集中度大5）没有注册资本$第一季度损失8亿6）BK=？对于USDC持有人，到岸价不是信托；无信托服务
Because no matter how liquid the reserves are, they reserves are only as good as the entity holding them.
@circlepay does do lending, very risky lending which uses #BTC as collateral with up to 135% overcollateralization, problem is BTC has fallen 66%.
$USDC = return-free risk https://twitter.com/DavidDTawi...
@JoshRosner Why is insurance necessary if the reserves are liquid, not subject to major price volatility, and the enterprise isn’t doing any lending or other investing activity?
发表时间：3年前 作者：David D. Tawil @DavidDTawil因为无论储备的流动性有多高，它们的储备只有与持有它们的实体一样好。
@circlepay确实提供贷款，这是一种风险非常高的贷款，使用#BTC作为抵押品，过度抵押率高达135%，问题是BTC下降了66%。
$USDC=无回报风险https://twitter.com/DavidDTawi...
@JoshRosner如果储备是流动的，不受重大价格波动的影响，并且企业没有进行任何贷款或其他投资活动，那么为什么保险是必要的？
As I was warning $USDC investors, @circlepay is misleading less knowledgeable players by focusing on quality of USDC reserves (which I still question) when >risk is Circle's actual credit risk, as they are principal (as a junk risk) to both borrower & lender https://twitter.com/JoshRosner...
@DavidDTawil Does this seem like a plain vanilla cash business? https://t.co/pChMKJlnCf
发表时间：3年前 作者：joshua rosner @JoshRosner正如我所警告的那样，@circlepay通过关注USDC储备的质量（我仍然怀疑）误导了不太了解情况的投资者；风险是Circle的实际信用风险，因为它们是借款人和；放款人https://twitter.com/JoshRosner...
@DavidDawil这看起来像是普通的现金交易吗？https://t.co/pChMKJlnCf
RT: Join the club. @dao_veri has been trying to get some clarity from @SECGov for years now with no results from FOIA, attorney meetings, and letter writing campaigns. How can you serve the people when you refuse to communicate? https://twitter.com/jungleincx...
RT：加入俱乐部@多年来，dao_veri一直试图从@SECGov获得一些清晰的信息，但《信息自由法》、律师会议和写信活动都没有结果。当你拒绝沟通时，你怎么能为人民服务？https://twitter.com/jungleincx...
Bringing this back to the top of the feed. I want the sell side analysts and @coinbase management to all know how the investors really feel. https://twitter.com/ReggieMidd...
@Veritaseuminc @BernsteinBolu @PalmerBTIG @StephenGlagola @ddolev @JohnTodaro1 @CoinDesk @BernsteinBolu @PalmerBTIG @StephenGlagola @ddolev @JohnTodaro1 Threshold for disclosing potential patent infringement seems to be whether its considered material by avg investor in decision making. Is a patent claiming to reach ~90% of revenues material to $COIN investors?
发表时间：3年前 作者：Reggie Middleton DeFi Patent US11196566, JP6813477 @ReggieMiddleton将此返回到提要顶部。我希望卖方分析师和@coinbase管理层都知道投资者的真实感受。https://twitter.com/ReggieMidd...
@Veritaseuminc@BernsteinBolu@PalmerBTIG@StephenGlagola@ddolev@JohnTodaro1@CoinDesk@BernsteinBolu@PalmerBTIG@StephenGlagola@ddolev@JohnTodaro1披露潜在专利侵权的阈值似乎是avg投资者在决策时是否考虑其材料。一项声称达到收入90%左右的专利对美元投资者来说重要吗？
Re: @coinbase CEO listing "every asset where it is legal to do so" is not wrong, nor deserving of excess scrutiny or punishment. The entire country's witnessing a power grab by bureaucrats who've a material chance (and apparent motivation) of damaging American economic hegemony!! https://twitter.com/brian_arms...
1/ Reminder about how Coinbase lists assets: our goal is to list *every* asset where it is legal to do so.
发表时间：5年前 作者：Brian Armstrong - barmstrong.eth @brian_armstrong回复：@coinbase CEO列出“合法的每项资产”没有错，也不值得过度审查或惩罚。整个国家都在目睹官僚攫取权力，他们有破坏美国经济霸权的物质机会（和明显动机）！！https://twitter.com/brian_arms...
1/Coinbase如何列出资产提醒：我们的目标是在合法的情况下列出所有资产。
And... Enforcement without regulation is just a bunch entrenched interest fortifying bullying.
How would you like it if you got speeding tickets before the speed limits were posted? https://twitter.com/jbartos/st...
@ZachSco95375829 @mcuban Regulation without enforcement is just making suggestions.
发表时间：3年前 作者：John R. Bartos @jbartos而且……没有监管的执法只是一堆根深蒂固的利益，强化了欺凌行为。
如果你在限速公布之前收到超速罚单，你会怎么想？https://twitter.com/jbartos/st...
@ZachSco95375829@mcuban未经执行的法规只是提出建议。
RT: Think this is bad? Wait till you see what they come up with for registration of tokens. That's the nightmare that's waiting for the crypto industry. How else do you keep thousands of lawyers employed and create reasons to ask for more taxpayer money? https://youtu.be/9fDiVXpWp1U https://twitter.com/SenToomey/...
RT：你觉得这很糟糕吗？等到你看到他们注册代币的结果。这是等待加密行业的噩梦。否则，你如何让数千名律师继续工作，并创造理由要求更多纳税人的钱？https://youtu.be/9fDiVXpWp1U https://twitter.com/SenToomey/...
@BarletteTim @Walmart Careful, CEOs have always taken the opportunity of slower macro conditions to excuse poorer performance. I'm not saying that is the case here, but I am saying don't take anyone's word for anything Don't trust, verify!
@BarletteTim@Walmart谨慎行事，CEO们总是抓住宏观经济放缓的机会，为业绩不佳辩解。我并不是说这里是这样，但我是说不要相信任何人的话，不要相信，验证！
Food price increases hitting shoppers hard, @Walmart CEO says food inflation "affecting how customers spend," likely cut back on buying clothing & discretionary
Downgraded its Q2 & 2023 forecast. >Pressure in 2nd half & mart will have to slash clothing prices to clear inventory.
沃尔玛（Walmart）首席执行官表示，食品价格上涨严重打击了购物者，食品通胀“影响了消费者的消费方式”，可能会减少购买服装和服装的支出；自由决定的
第二季度评级下调；2023年预测&燃气轮机；下半部分压力；沃尔玛将不得不大幅降低服装价格以清除库存。
RT: Weather You Think Reggie Middleton is Right Or Wrong Is Not The Point. The Issue Will Have To Be ADDRESSED https://twitter.com/reggiemidd...
RT：你认为雷吉·米德尔顿是对还是错不是重点。这个问题必须得到解决https://twitter.com/reggiemidd...