Partner at @wintermute_t | Dedicated father | Focused on institutional digital asset liquidity and driving growth
Joined April 2009
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Marcus Wong retweeted
We’re working on making Coinbase the most AI-enabled financial account - so you can get more done with your money, and make more informed decisions.
MSCI just locked in rules that can boot Strategy and Metaplanet from its indexes as non-operating companies. Index funds would be forced to sell, JPMorgan pegs roughly $2.8B in MSTR alone. less stock demand means less fresh capital to keep stacking BTC.
The model that turned equity into a bitcoin vehicle now risks getting treated like a passive fund itself
Marcus Wong retweeted
It's amazing to see that Solana was able to advertise and even get an office in China. 👏
@BNBChain was not able to do this, so far. 🤣
Hopefully, what's good for one industry player is also good for the rest.
Ledger confirmed spy chips in some reseller wallets that can grab the seed while it flashes on screen. Secure element stayed clean. The implant sat right next to it and phoned home over LTE
Self-custody was meant to kill trust. Now you need to trust the supply chain or open the device yourself
Marcus Wong retweeted
We took some time this week to hunt down scammers.
At London Joint Disruption Week, multiple companies and law enforcement agencies shared real-time intelligence, and took action against criminal scam networks operating in West Africa.
Crime doesn't pay.
BNY and Citadel just ran a tokenized 2Y Treasury through a major triparty repo. Settled in minutes, then used as overnight collatera.
Sounds like real infrastructure progress. But it happened on BNY's private ledger, not a public chain. Instant settlement for Wall Street, zero alpha for crypto holders.
One year after the 1011 crash wiped $19B in liquidations and sent BTC from 126k to under 105k in hours.
Today it sits around 83k with leverage quietly rebuilding. The structural issues around collateral oracles, ADL and thin books never got a full post-mortem.
Has the market actually de-risked, or are we just better at ignoring the same setup until the next tariff headline?
US gov just parked another ~$1.5B of seized Bitfinex BTC at Coinbase Prime. Same window, ~$1B in longs got liquidated and BTC swept October lows near $80k
Transfer to Prime is custody, not a confirmed dump. Reserve rules block free sales. Tape still sold it like fresh supply.
If the Marshals aren't the seller, who actually sets the overhang once Bitfinex restitution clears?
Marcus Wong retweeted
Not my usual style to post half naked photos, but what the hell... 🤣
Also 49, no AI, no photoshop, pure human labor.
I encourage people to compete on health, not wealth rankings or lambos.
More health, more family = true wealth, and happiness.
Not bad for a 49-year-old! One year away from the half-century mark.
Great birthday workout with my brother and trainer, Ossie.
Feel free to DM me for tips on training, health, and wellness. And catch me October 11 at the More Life Summit: morelifemvmt.com
Marcus Wong retweeted
JUST IN: 🇺🇸 CFTC proposes rules to regulate U.S. crypto markets.
"Today’s action is just the beginning...America can lead the next generation of financial technology without repeating the mistakes of the last one." 👏
Marcus Wong retweeted
JUST IN: 🇺🇸 OKX crypto exchange files with SEC to launch tokenized US stock trading.
Congress stalled CLARITY. Hours later the SEC cleared tokenized stock venues and the CFTC dropped its first crypto market rules. OKX and NYSE parent ICE just filed for 24/7 tokenized Nvidia, Tesla, SpaceX.
Catch: these stay permissioned wrappers. Issuers and custodians still sit in the middle. Not bearer assets.
Does this pull TradFi onto crypto rails, or just let them rent the branding?
Robinhood Chain just did $9.38B in spot DEX volume in 7 days.
#3.
Ahead of Base.
Ahead of BNB.
Bloomberg says those stock tokens fueled a $440M memecoin frenzy.
September flow between memes and tokenized stocks briefly crossed $400M a day.
CT is already calling this the RWA on-ramp.
It isn’t.
Same size that was bidding event contracts last month is now rotating equities into the same books that can’t absorb a random launch.
Nearly $2B still unlocks over the next month.
No new bid.
Just a cleaner casino rail.
If the volume dies next week, what exactly was tokenized?
Numbers, so nobody quotes the vibe:
7d spot DEX vol (DefiLlama):
Solana - $15.88B
Ethereum - $10.15B
Robinhood Chain - $9.38B
Base - $7.83B
BNB - $7.33B
TVL barely moved. Volume did.
That’s traders, not capital parking.
Stock tokens plugged into meme books, not a new institutional bid.
unlock calendar doesn’t care what the wrapper is called.
Nearly $2b unlocking over the next month and half of ct is still pretending supply doesn't matter when books can't even absorb a random launch. Launchpads keep printing thousands of coins an hour while the same dead liquidity gets sliced thinner. no new bid, just more exits waiting on the calendar
Marcus Wong retweeted
JUST IN: 🇺🇸 SEC proposes new crypto custody framework for investment advisers and regulated funds.
