Dan Held (@danheld) started following @bennypjacobs on Mar 8, 2025

In this world, good managers should be able to generate alpha against traditional benchmarks (e.g. S&P) and can leverage digital assets to juice returns. Have a hunch to go fully risk-on? Go 100% digital assets. Reduce or eliminate crypto exposure when the signal mandates it. The

I obviously love crypto and think “alts” will eventually become core pieces of our economy in the future. But the current crypto hedge fund design needs a makeover. There are probably 5 firms with $500m in liquid token strategies. The majority are struggling to raise assets or

My solution here is to make it more surface level and then do a follow up intermediate video that's more explainer-style to discuss the mechanics. I'm trying to red pill the normies on our monetary system.

I think my cortisol is spiking because I'm trying to write a video about the Federal Reserve that's under 10 minutes (challenge level: impossible).

I’m pumped for the next bear market. The shitcoinery we’ve seen recently has accelerated the demise of crypto. Yes, bitcoin price will fall, but bitcoin will come back relatively stronger as it has after every bear market.

wow, a lot more DMs than I thought.

I don't know if there's a genetic marker for entrepreneurship. But if there is, it's most likely not a genius for planning. It's a propensity for action - and the ability to put failure behind you quickly. To stop being precious about your ideas.

If you’re building an MVP…you’re building too much. You want to build an MUP. A Minimal Unviable Product. It doesn’t need to be repeatable or scalable. Just enough to prove that someone really wants what you’re building. Because even after 40 years, I still have to remind

RT @luis_0x: Taking @celestia-native Sovereign Rollups mainstream. Watch us.

keep the FUD coming boys. it will only make the revenge arc more glorious

bE pAtIeNt 278 j6ers were arrested by March 1st, 2021. Don't tell me the justice system can't work quickly, it works very fucking quickly when the target is conservatives.

The things this administration absolutely needs to do without question are. 1) Mass Deportations + Close the border 2) Clean out the administrative (deep) state 3) Investigate and prosecute the democrat criminals 4) MAHA 5) Fix the elections There has been progress on

RT @0x_orkun: @Starknet @StarkWareLtd @BitlayerLabs What does this even mean? You have a bunch of smart engineers and researchers who know…

DA: AWS with extra steps

RT @vladtenev: Crypto is the future. Here’s how we’re going to accelerate: 1. Offer more selection of crypto assets for our customers 2.…

this, and breakpoint, are the two biggest events of the year. join us to celebrate american dynamism in the most freedom-loving sector of tech. the attendee list will blow your mind.

so looking forward

we are not properly pricing in SEC flipping to the light side

West, East, *and* South seem to have very different political tendencies when you look at the detailed breakdown.

All of Germania is divided into three parts https://t.co/hzQIEqJo1H

Absolutely damning! Thank God for the life’s work He assigned to RFK. I hope when the time is right, he talks about what the flu vaccine did to cause his spasmodic dysphonia.

RT @OcrazioCornPop: 🚨 BREAKING: Gavin Newsom just requested $39.6 BILLION from Federal Taxpayers for "Disaster Aid" for Los Angeles County…

If you want to support #BIP360 development to help make Bitcoin quantum resistant, we accept BOLT-12 and Silent Payments on https://t.co/q5CLt4fjdg

RT @MITBitcoinClub: Hunter Beast will be hunting at #MITBitcoinExpo 2025. Join @cryptoquick in exploring Bitcoin's quantum resistance and o…

RT @danheld: Bitcoin isn't just a strategic reserve for governments and companies. It's a strategic reserve for crypto protocols as well.…

Big thanks to @0xren_cf of @ElectricCapital for the jam session that started all this! 💛

Singapore https://t.co/YTqY9XfUtR?

Excellent series by Charles Mann https://t.co/pY2T75Ovwt

LEAPS

World is literally on the brink of max chaos (tariff, debt ceiling, deglobalization) and max retardation (unprecedented tax cut, imminent YCC, gold run tail risk)— And BTC IV percentile is lowest all year and you dont see this generational opportunity so no we are not the same. https://t.co/8iAPUDlQIK

Soooo how bout them IRS agents getting fired? 😂

RT @brianglicklich: .@stclairashley is a woman of tremendous integrity, committed to protecting her family. This reasonable request should…