James Seyffart✓

@JSeyff

Bloomberg analyst covering ETFs, crypto and asset management. Breaking down filings, flows and market structure. Views my own. Likes, RT's& Follows≠endorsements

5.1K Following184K Followers27.4K Posts
  1. James Seyffart✓@JSeyff
    We wrote a book! It’s coming out soon and it’s ready for pre-order wherever you buy your books (aka Amazon)
    Eric Balchunas @EricBalchunas
    Excited to announce that @JSeyff and I have a new book coming out this fall called "Both Sides of the Coin" which is available for pre-order now. We thought it was time for a fresh look at bitcoin/crypto post-ETF and sought to write a fair and balanced book for everyday TradFi investors as well as crypto natives that tracks the risks, rewards, evolution and financialization of the asset class as well as the growing debasement/debt problem. We took great pains to cover as much as ground as poss in this 370-page book, no stone was left unturned. Here's a look at the chapters: 1. Bitcoin in a Nutshell (much more of an engineering feat than most ppl think) 2. The Currency Debasement Problem (inflation, debt etc is crucial for anyone hoping to understand the ‘purpose’ of btc as well as the rise of socialist politicians) 3. Store of Value Smackdown (btc vs gold) 4. Bitcoin in a Portfolio (hot sauce, for now) 5. The Filing Heard 'Round the World (the untold inside story of how Blk/Larry Fink evolved enough to file for ETF) 6. The ETF Solution (ETFs have solved for good bitcoin’s ‘intermediary problem’ eg FTX, Coldcard etc) 7. Suitcoiners (wall street/govt adoption, which OGs should embrace not dump on) 8. Alt Coins (top 12-ish cryptos explained in detail as well as how to evaluate them) 9. A Tokenized Future (the blockchain-ization of wall st and beyond)
    562133981.9K
  2. Eric Balchunas✓@EricBalchunas
    Excited to announce that @JSeyff and I have a new book coming out this fall called "Both Sides of the Coin" which is available for pre-order now. We thought it was time for a fresh look at bitcoin/crypto post-ETF and sought to write a fair and balanced book for everyday TradFi investors as well as crypto natives that tracks the risks, rewards, evolution and financialization of the asset class as well as the growing debasement/debt problem. We took great pains to cover as much as ground as poss in this 370-page book, no stone was left unturned. Here's a look at the chapters: 1. Bitcoin in a Nutshell (much more of an engineering feat than most ppl think) 2. The Currency Debasement Problem (inflation, debt etc is crucial for anyone hoping to understand the ‘purpose’ of btc as well as the rise of socialist politicians) 3. Store of Value Smackdown (btc vs gold) 4. Bitcoin in a Portfolio (hot sauce, for now) 5. The Filing Heard 'Round the World (the untold inside story of how Blk/Larry Fink evolved enough to file for ETF) 6. The ETF Solution (ETFs have solved for good bitcoin’s ‘intermediary problem’ eg FTX, Coldcard etc) 7. Suitcoiners (wall street/govt adoption, which OGs should embrace not dump on) 8. Alt Coins (top 12-ish cryptos explained in detail as well as how to evaluate them) 9. A Tokenized Future (the blockchain-ization of wall st and beyond)
    Download
    12964908290K
  3. James Seyffart✓@JSeyff
    James Seyffart
    RT @APompliano: This man is incredible. First, Kaylub Giamanco ran into his daughters’ school and killed a school shooter by himself. Then he goes on TV to praise the unarmed teacher who put her life on the line to wrestle the shooter for his gun. Both of them heroes.
    08504.6K
  4. James Seyffart✓@JSeyff
    Guys behind me on my flight are currently talking about stablecoins and trading oil on Hyperliquid hyperliquid:native
    James Seyffart @JSeyff
    Flying today. Don’t think there’s a better text you can receive before boarding than this. @Starlink is 🐐
    28510217.7K
  5. James Seyffart✓@JSeyff
    Flying today. Don’t think there’s a better text you can receive before boarding than this. @Starlink is 🐐
    Download
    1625926.2K
  6. James Seyffart✓@JSeyff
    Posts @JSeyff
    Also have this good boy sitting near me.
    Download
    30343.7K
  7. James Seyffart✓@JSeyff
    James Seyffart
    RT @DaveNadig: This was a fun one. Loved digging into @EricBalchunas' learnings from writing his new book with @JSeyff, Both Sides of the Coin, and tear apart thematics with @Todd_Sohn and @sumitroy2 ... this Crazy ETF market...
    etf.com @etfcom
    Bitcoin is a hobby, small-caps are Reggie Miller, and the ETF world is about to get even weirder. In this week's slightly longer ETF Zoo, Dave Nadig and Sumit Roy are joined by Eric Balchunas of Bloomberg Intelligence and Todd Sohn of Baird Strategas to cover a lot of ground. 👇
    0405.2K
  8. etf.com@etfcom
    Bitcoin is a hobby, small-caps are Reggie Miller, and the ETF world is about to get even weirder. In this week's slightly longer ETF Zoo, Dave Nadig and Sumit Roy are joined by Eric Balchunas of Bloomberg Intelligence and Todd Sohn of Baird Strategas to cover a lot of ground. 👇
    1138.5K
  9. James Seyffart✓@JSeyff
    Okay. This is pretty awesome.
    Heatbit @heatbit_com
    Introducing Bitwater: the water heater element that mines Bitcoin. It screws into the electric tank you already have. Physically decentralized mining that runs no matter what 🧵 Heat water. Mine Bitcoin. Same tank.
    25611.6K229K
  10. Heatbit✓@heatbit_com
    Introducing Bitwater: the water heater element that mines Bitcoin. It screws into the electric tank you already have. Physically decentralized mining that runs no matter what 🧵 Heat water. Mine Bitcoin. Same tank.
    Download
    5639267.9K1.4M
  11. James Seyffart✓@JSeyff
    not being able to change the route in the tesla nav is annoying -- particularly when using FSD. Its a big limitation. Sometimes i wanna go the fastest route even if its highways and longer. sometimes i wanna get somewhere using the least amount of battery. I hope this happens.
    Nic Cruz Patane @niccruzpatane
    Tesla said today that they’re rebuilding the entire in-vehicle navigation system from the ground up with AI. It’s going to have voice integration, and will learn your personalized preferences: Ashok: “It’s only right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as traditional maps. We are building an entire new architecture with essentially AI-based mapping and navigation. It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it and ask for different routes. It’s going to learn your personalized preferences, plus also the fleet preferences. The collective intelligence of all the cars are going to flow into making the maps and navigation. You’ll see the start and end of trips already use this technology pretty soon as part of the V15 release. Over the next several months, it’s just going to take over all of the navigation functions, parking, destination handling. We’ll know you better than you know yourself in some regard for the driving tasks. It’ll handle it fully.” Can’t wait for V15. It’s going to include so many new features.
    703011.1K
  12. Nic Cruz Patane✓@niccruzpatane
    Tesla said today that they’re rebuilding the entire in-vehicle navigation system from the ground up with AI. It’s going to have voice integration, and will learn your personalized preferences: Ashok: “It’s only right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as traditional maps. We are building an entire new architecture with essentially AI-based mapping and navigation. It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it and ask for different routes. It’s going to learn your personalized preferences, plus also the fleet preferences. The collective intelligence of all the cars are going to flow into making the maps and navigation. You’ll see the start and end of trips already use this technology pretty soon as part of the V15 release. Over the next several months, it’s just going to take over all of the navigation functions, parking, destination handling. We’ll know you better than you know yourself in some regard for the driving tasks. It’ll handle it fully.” Can’t wait for V15. It’s going to include so many new features.
    Download
    3025887.5K299K
  13. James Seyffart✓@JSeyff
    James Seyffart
    RT @nic_carter: this is gold's quantum FUD but it's way worse because you can't software update gold.
    Marathon Fusion @MarathonFusion
    Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
    013405.1K
  14. Marathon Fusion@MarathonFusion
    Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
    Download
    1.3K3.6K25.9K9M
  15. James Seyffart✓@JSeyff
    James Seyffart
    RT @hosseeb: This is total nonsense. We're one of the largest early investors in Polymarket, and this story that Shayne was "caught red-handed" using company money is just a flat out garbage hit piece. Shayne wasn't taking a salary. He was 21 when he started Polymarket, he was living hand-to-mouth running the company out of his apartment, barely making ends meet when he was raising his seed round. We were his first term sheet and literally offered to loan him money personally, but he ended up not needing it when the seed round came together. After COVID and the crazy Biden-era crackdown on crypto that was happening at the time, there was a lot of chaos in almost every company in the industry. As an investor, we saw a lot of companies go through pandemic-era startup craziness, and Polymarket was no exception. But Shayne disclosed every dollar he spent, which turned out to annualize to about a software engineer's salary. That's including the flights, none of which were personal flights. Plus, SHAYNE STARTED the accounting and payback process, no one “found” it. In aggregate, it was nothing that an investor would balk at. He paid it back to the company in full, and then got on a normal salary like everyone else. It was an accounting problem, not an integrity problem. It was not a big deal. Polymarket has had growing pains, no doubt. It went from a small fledging startups to one of the most explosive consumer brands in America. But Shayne has leveled up alongside the company, and as investors we have total confidence in him. Enough of this stupid FUD. The end.
    Internet Child @0xinternetchild
    🚨 BREAKING : Polymarket CEO Shayne Coplan caught using COMPANY MONEY for Private Jets flights. Peter Thiel caught him red-handed using his investment money as a personal wallet. Founders Fund, Peter Thiel's fund, discovered that Shayne had charged the following as company expenses : - private jet flights - apartment rent - designer clothes They immediately demanded a FULL REFUND Shayne was forced to reimburse the money. ICE and Founders Fund then teamed up to push for stronger financial controls They were the one that forced Shayne to appoint a COO. You remember Shayne's ChatGPT written tweet gleefully announcing the hiring of Collin McKinney Hill as COO ? I called it extremely suspicious at the time. Turns out i was right, investors basically forced Shayne to hire him as a soft coup. I don't know how long Shayne can stay in place when their main investors have lost confidence.
    06004.8K
  16. Internet Child✓@0xinternetchild
    🚨 BREAKING : Polymarket CEO Shayne Coplan caught using COMPANY MONEY for Private Jets flights. Peter Thiel caught him red-handed using his investment money as a personal wallet. Founders Fund, Peter Thiel's fund, discovered that Shayne had charged the following as company expenses : - private jet flights - apartment rent - designer clothes They immediately demanded a FULL REFUND Shayne was forced to reimburse the money. ICE and Founders Fund then teamed up to push for stronger financial controls They were the one that forced Shayne to appoint a COO. You remember Shayne's ChatGPT written tweet gleefully announcing the hiring of Collin McKinney Hill as COO ? I called it extremely suspicious at the time. Turns out i was right, investors basically forced Shayne to hire him as a soft coup. I don't know how long Shayne can stay in place when their main investors have lost confidence.
    Download
    9250842497K
  17. James Seyffart✓@JSeyff
    James Seyffart
    RT @daniel_koss: Ed Zitron, a newsletter guy who's been calling the AI top for years, just had an absolute crash out 😂 "Jensen Huang is a piece of shit. Every hyperscaler CEO is too." He even apologized to his readers for having been too polite before. This is what being wrong on AI that long does to a man. What's next, Ed? Jensen did 9/11? 🤣
    02005.4K
  18. James Seyffart✓@JSeyff
    Thanks for joining us Sandy !!
    Franklin Templeton Digital Assets @FTDA_US
    📽️ NYC today with Sandy Kaul for Bloomberg @crypto.
    50269.7K
  19. James Seyffart✓@JSeyff
    James Seyffart
    RT @DaveNadig: “Both Sides of the Coin” by @JSeyff and @EricBalchunas is a fantastic and very human travelog of how we got here in Bitcoin. It not only captures the very real debates of the crypto-now, it provides a clever, often funny guidebook for some of the crazy that happened along the way. Some favorite headings: “Who orange pilled Larry Fink” (a ten page investigative journalism aside) “Each Blockchain has an army of maniacs/enthusiasts” “I get knocked down (but I get up again)” “Psychological Assets” “Not trusting the government is utterly American.” Plus it’s got this amazing quote from @ElisabethKashne
    0905.3K
  20. James Seyffart✓@JSeyff
    James Seyffart
    RT @EricBalchunas: Trump Accounts may soon be expanded even more to anyone under 40yrs old. That would be another 100 million people, on top of the 70 million kids and 3.5mil babies born each year. This according to Brad Gerstner who is the main guy spearheading efforts on this. He also said Elon is 'tip of iceberg' Nice scoop and piece on it from @LydiaMoynihan @nypost
    043802.6K
  21. James Seyffart✓@JSeyff
    James Seyffart
    RT @Matt_Hougan: First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.
    093405.3K