Distrito Federal, México
Joined March 2010
- Tweets218
- Following585
- Followers79
- Likes272
Erick Treviño retweeted
Michael Saylor just delivered the most compelling pitch on MSTR to the Wall Street community.
Here’s what he revealed (and why this presentation is a masterclass that all TradFi needs to understand ASAP).
A 🧵:
Erick Treviño retweeted
1/16
A thread on The Mar-A-Lago Accord (MALA).
tl:dr
Take it seriously, not literally
The status quo cannot last. If we do nothing, it ends badly. What is the alternative?
Most of it has either already happened, or is underway. We weren't aware of the name.
Erick Treviño retweeted
An epic 10 days of Hurricane #Beryl 🌀
The earliest Atlantic Category 4 on record barreled through the Windward Islands.
Then Beryl intensified to Category 5 in the Caribbean, and went on to batter Jamaica and the Cayman Islands.
Then it made landfall over the Yucatán Peninsula of Mexico, and crossed into the Gulf of Mexico.
And finally, Beryl made a Category 1 landfall over Texas.
Erick Treviño retweeted
1/13
The street has had a tough 24 hours.
Rallied bonds/stocks into CPI, thinking they would miss the consensus (below). Instead, they beat the consensus (above).
This morning, they sold off stocks/bonds into PPI, thinking they would beat. Instead, they missed.
🧵
Erick Treviño retweeted
“En consultas con el presidente de México, Andrés Manuel López Obrador, y ante la flagrante y grave violación de la Convención de Viena sobre Relaciones Diplomáticas, en particular del principio de inviolabilidad de los locales y del personal diplomático mexicano, y las normas básicas de convivencia internacional, México anuncia el inmediato rompimiento de relaciones diplomáticas con Ecuador.
En este sentido, el personal diplomático de México en Ecuador abandonará ese país de inmediato. México espera que Ecuador ofrezca las garantías necesarias para el abandono del personal mexicano.
México recurrirá a la Corte Internacional de Justicia para denunciar la responsabilidad de Ecuador por violaciones al Derecho Internacional”, señaló la canciller Alicia Bárcena.
Erick Treviño retweeted
Lots of you asked about how settlement of #bitcoin txns work in bitcoin ETFs, after the ETF buys (or sells) its BTC and how you can follow along.
I'm going to tweet about $BITB specifically in this instance, so for BITB disclosures & prospectus see: bitbetf.com/welcome
Erick Treviño retweeted
How, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 Years
In this episode, @EricBalchunas, senior ETF Analyst at @Bloomberg Intelligence, discussed the performance of #Bitcoin ETFs since their launch two months ago.
Balchunas noted that the ETFs’ performance exceeded his expectations, with a faster and more intense “second wind” than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the “ETF effect” where the knowledge of incoming flows encourages non-ETF investors to buy.
Balchunas also predicted that BlackRock’s Bitcoin ETF would likely be the most successful of the nine new spot Bitcoin ETFs, while also doubting that any of the smaller issuers would bow out.
He also discussed the potential for spot Ether ETFs, but was less optimistic about their success compared to Bitcoin ETFs.
Timestamps:
00:00 Introduction
01:35 Bitcoin ETF performance in the first weeks
10:38 Bitcoin's rally to all-time highs
15:15 BlackRock: the winner?
18:14 When options will be approved
19:01 In-kind redemptions
19:55 Outflows from GBTC
22:36 Ether ETFs won't have as much demand?
27:01 Approval of ETH ETFs
36:36 Short-term projection for bitcoin
38:23 Long-term inflows in the ETFs
44:23 Weekly recap
Erick Treviño retweeted
Have had a lot of questions about how #bitcoin ETFs interact with the underlying bitcoin market throughout the trading day, when ETF buys and sells impact the spot bitcoin market (and how and when the ETF actually gets its bitcoin). Short thread.
Erick Treviño retweeted
Does it feel like #recession to you personally?
24%Yes
22%Neutral/Mixed
50%No
4%(not sure)
1,009 votes • Final results Erick Treviño retweeted
The S&P 500 is now 5% higher than where it was when the Fed started hiking rates in March 2022. $SPX
Erick Treviño retweeted
Here is list of top-15 most expensive US cities. The YoY growth rates are astounding. More than half of U.S. cities are showing double-digit rent hikes, w/ some over 30%. #NYC continues to be priciest place to be a tenant -> median one-bedroom rent of $3,930 up +39.9% YoY.
Erick Treviño retweeted
One advantage of having multiple sovereign states is that you can run experiments to test your unbelievably stupid policy ideas without everyone having to adopt them.
Ireland launched a campaign against greedy landlords with rent control, 52% tax, no deductions, no evictions.
They succeeded & landlords left the market in droves
Now there are 716 homes available to rent in the entire country and 150 queued for this one bed yesterday.
#VanRe
@yoteprestoCOM entendemos que si una persona a la que un inversionista le presta dinero en su plataforma no paga, ustedes gestionan la cobranza y al inversionista solo le queda esperar, este riesgo se puede gestionar diversificar prestando poco dinero a muchas personas 1/2
Ahora ¿qué sucede si ustedes como plataforma de crowdlending son los que caen en bancarrota? Este riesgo es mucho más difícil de gestionar para el inversionista. ¿Ustedes publican sus estados financieros? ¿Cuál es el riesgo real de un inversionista en su plataforma? 2/2
@AFICO_MX ¿qué sucede cuando una de sus afiliadas cae en bancarrota? ¿Cuál es el riesgo real de estas plataformas? Se habla de que puedes gestionar tu riesgo invirtiendo pequeñas cantidades en muchas proyectos distintos, ¿Pero si todo es en la misma plataforma sirve de algo?
Erick Treviño retweeted
2 years ago Gasoline futures hit an all-time low. Today they hit an all-time high, surpassing the prior high from 2008. There is no impossible in markets.
Erick Treviño retweeted
The violent eruption a few hours ago of the Hunga Tonga-Hunga Haʻapai volcano captured by satellites GOES-West and Himawari-8.
Erick Treviño retweeted
#Lunatics - here is a long due update to the #Terra ecosystem map. Latest version @ terra.smartstake.io/eco. Project details @ terra.smartstake.io/projects
Some key numbers first (approximate):
🚀52 updates in 6 weeeks
🚀~150 active projects (excluding NFT collectibles)
🧵
