Fund manager CCICapital | Head Analyst CCI Australia. Freelance travel writer in another life. Fix the money, fix the world #Bitcoin
Joined December 2017
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Check out our wide-ranging interview with @JSeyff from @business
- What he expects from the SpaceX IPO
- hyperliquid:native ETF is a stunning success
- The Clarity Act is pissing everyone off
- Doomer CT is missing the forest for the trees
Really enjoyed this one, and I hope you do too
Source: via @_checkonchain @CCI_Crypto
LIVE NOW Wall Street's Crypto Strategy: Insider Talks with Bloomberg ETF Analyst
In this session, James Seyffart, Senior Research Analyst at Bloomberg Intelligence, breaks down the ETF flows, IPO dynamics and regulatory shifts that are reshaping how Wall Street interacts with crypto in 2026.
We cover:
- Why Bitcoin ETF holders refused to sell through the recent drawdown
- The SpaceX, OpenAI and Anthropic IPO wave and the impact on crypto capital flows
- The standout Hyperliquid ETF launch and what it tells us about institutional demand
- Ethereum's narrative struggles in the US advisor channel
- The CLARITY Act and the next decade of Wall Street adoption
- Why the four year cycle still matters
If you are serious about crypto this cycle, this is essential viewing.
TIMESTAMPS
0:00 Intro & Setting the Scene
5:00 The SpaceX IPO Wave Explained
10:00 Could the Mega Cap IPOs Mark the Top?
13:00 SpaceX Fast Unlock Mechanics
16:00 The Tesla and SpaceX Trade
18:00 Standout Hyperliquid ETF Launch
19:00 Ethereum vs Bitcoin ETF Outflows
22:00 Why TradFi Gets the Hype Narrative
23:00 Real World Speculation on Hyperliquid
35:00 Who is Buying the Bitcoin ETFs
38:00 The Four Year Cycle Debate
39:00 Ethereum's ETF Struggle
41:00 The Microsoft Analogy for Ethereum
42:00 The CLARITY Act Explained
45:00 Banking Lobby Pushback
55:00 James's Upcoming Book
Watch now and understand where Wall Street is positioning across digital assets next.
@JSeyff #CryptoETF #BitcoinETF #DigitalAssets
Sam MacDonald retweeted
What a privilege it is to be able to run, afford a gym membership, buy healthy food, pay your bills, walk on your own legs, see with your own eyes, think clearly, work every day, and push your body to become stronger.
Never take these blessings for granted.
Yes. He knew when to fight and when to show restraint. He also didn’t wish death upon people who disagreed with him, nor was he a pussy.
Sam MacDonald retweeted
I think millennials are having a factory reset.
Nobody wants their career. Nobody wants corporate culture. Nobody wants another fucking productivity app.
We just want a little house, some hobbies, financial security and to be left the fuck alone.
Apparently that’s radical now.
$6 billion on a single laptop.
Are we for real fam?
Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified.
The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far.
Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete.
As an immediate precaution, Binance has:
- temporarily suspended deposits and withdrawals while security checks are completed;
- revoked the affected address authorisation;
- engaged law enforcement and blockchain intelligence partners to trace and recover funds.
Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice.
Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions.
binance.com/en/support/annou…
Sam MacDonald retweeted
Tokenized stocks have reached $4.63B in market cap
Stablecoins crossed that level in March 2020 and have since grown 64x to $297B
Binance bStocks, Ondo & xStocks account for 81.4% of the tokenized stock market today
Sam MacDonald retweeted
Sally Field says Robin Williams shut down filming on Mrs. Doubtfire for the day when he found out her father had just died
"I got a call from the doctor that my father had had another massive stroke."
"But please lean down and tell him that Sally says goodbye."
"I was doing the scene about the kids being taken away from the father. It was what happened to my father."
"And Robin turned around and said, that's it for the day, guys. We're just wrapped here. We're done for the day."
She went straight from that phone call to a scene about a family getting split up, and she was a child of divorce herself. Nobody on that set knew. Robin just noticed something was off and asked her. Then he did the one thing the guy at the top of the call sheet can always do. He ended the day and walked her out himself. More than thirty years later she still tells it like it happened last week.
ft: @people People on youtube
Sam MacDonald retweeted
Here is the Anthropic S-1 filing everyone is talking about. sec.gov/Archives/edgar/data/…
Some interesting surprises:
1. An estimated 5–7% of revenue in the first nine months of 2026 came from customers breaking its usage rules or commercial terms. Anthropic stepped up enforcement in August and September and warns this could slow growth.
2. Models released in the past six months made up over 80% of Q3 revenue, so it depends heavily on staying at the frontier.
3. Customers are less concentrated than before. No single customer reached 10% of revenue in the first nine months of 2026, and the top five made up about 25%. In 2023, one customer was 43%.
Sam MacDonald retweeted
Sylvester Stallone says that having his daughter in a major role in ‘TULSA KING’ Season 4 is absolutely nepotism.
“First they go, ‘Nepotism is terrible. I said, ‘Oh please, you’re not a good parent if you haven’t performed a little nepotism.' Then obviously you don’t care about your kids, because they come first.
Of course it’s nepotism, you idiot. That’s why we’re parents. We want the best for our children. So obviously, we let them have every advantage.”
(Source: usatoday.com/story/entertain…)
Sam MacDonald retweeted
Here's me at the Eagle's Nest in 2014.
I feel lucky to have seen this marvel then, and I'm saddened by the news that it was burned to the ground this week.
Here's me at the Eagle's Nest in 2014. I feel lucky to have seen this marvel then, and I'm saddened by the news that it was burned to the ground this week.
The location inspired three chapters of my upcoming novel, so much so that Berchtesgaden and the surrounding region are home to its characters. It is one of Earth's truly beautiful places and I would go back in a heartbeat.
I feel for the people of the area who thoughtfully remained custodians of its delicate history and will be reeling from the sudden loss of tourism. Glad to hear it's set to be rebuilt.
Sam MacDonald retweeted
C'est absolument fascinant
Quand j'étais petit, j'adorais les livres qui montraient des coupes transversales de châteaux, de navires ou de machines
Je pouvais passer des heures à regarder chaque pièce, chaque personnage, chaque mécanisme
Aujourd'hui, je demande à l'IA de générer ces planches pour mon fils, puis je les imprime
Quelques exemples de sujets qui fonctionnent particulièrement bien :
1. Un galion anglais du XVIe siècle
2. Une locomotive à vapeur du XIXe siècle
3. Un sous-marin de la Seconde Guerre mondiale
4. Une cathédrale gothique du XIIIe siècle
5. Un paquebot transatlantique comme le Titanic
6. La fusée Saturn V du programme Apollo
7. Un phare maritime du XIXe siècle
8. Un château fort du XIVe siècle
Et le plus intéressant, c'est qu'on peut quasiment tout explorer de cette manière
Je vous partage le prompt universel pour reproduire ce style et créer vos propres encyclopédies illustrées
Aged like milk.
Drums of war are pounding.
Bulls are in total control.
Not complicated. Resistance is being turned support.
Hard not to see $BTC in the 90's soon if we close here
Sam MacDonald retweeted
Chart Masterclass: From Blank Chart to Trading Strategy
Edition 212 - The Elite Cryptocurrency Investment Strategy Newsletter
newsletter.cryptoconsultingi…
Watch the first 10mins of the full session here:
Bulls are in total control.
Not complicated. Resistance is being turned support.
Hard not to see $BTC in the 90's soon if we close here