3/ Extraction takes a toll on returns. TradFi is full of intermediaries, each of which take a piece of the action along the way.

2/ The problem is we do not consider what costs are associated with TradFi. Also, the capital efficiency with public networks is much greater than the other. We do not see the same barriers to entry.

#threadstorm 1/ Are higher yields in crypto sustainable? This is something that is often talked about yet most overlook the most basic aspects of the conversation.

Really. I havent seen that as of yet. I do not like the ideas of pop up ads. they are intrusive.

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4/ Asset backed do enter the banking system. That said, there is a trojan horse which is guaranteed to obliterate fiat currency. Anything that is less stable than the USD is going to get eaten.

3/ The horse to bet on is stablecoins. These affect the money supply, piggybacking on the work of central banks. However, price stability is not the concern of stablecoin issuers.

2/ The idea that $BTC, $ETH, or any other crypto will be the medium of exchange in the future is mistaken. Price stability is the key requirement, something that is absent when assets can go up or down

Two months is not a trend but it does show some weakness. U.S. new homes sales plunge in November

#threadstorm 1/ Crypto is going to eat fiat currency but it will happen in a way people do not really talk about. We see a lot of ideas espoused in crypto yet they are based upon mythological ideologies.

5/ In this article we discuss this.

4/ Here is where we see a forking taking place. One is the market watchers while the others are truly trying to change the system. The industry is overwhelmed with the former.

3/ This is long anticipated so people are debating whether it will kick off the bull market or be a sell the news event. Either way, it is something that will likely play into the next bull.

2/ Many believe the approval will come now that the applications are cash only as opposed to in kind. This means redemptions are made in cash instead of swapping the underlying asset to a market maker.

#threadstorm 1/ What is a Spot ETF and why all the fuss over the SEC approving one for Bitcoin? This is something many feel will be a game changer. It will open up access to a number of accounts presently

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5/ The future is not to see another Disney but, rather, millions of entities that are producing content, pulling in view, i.e. attention.

4/ Here is where the traditional broadcasters are left without protection. They lost the defense of distribution channels once the internet came around. Now, technology is altering the content creation

3/ Technology companies have mastered the idea of a network. The financial benefit that comes from tokenization alters the entire premise of where people are willing to spend their time.