Sarah Cone

2) A friend wrote a smart blog post on cryptocurrencies, and got offers from 18 different billion+ hedge funds to come talk to them.

3) In no sector of the economy is it possible to create the returns available in cryptocurrencies.

4) The future is going to be so amusing.

It will when the vast majority of them (crypto assets) explode into a pile of nothingness, setting back the whole space in the process

Boom/bust cycle is likely a benefit, the hype funds expansion and builds the infrastructure for sustainable growth.

For Bitcoin I can agree for everything else bar one or two privacy focused currencies it's all just pump and dump imo

I think a sub 40% BTC dominance disagrees with you

Based on market cap? Here buy one of my 100 billion premined coin for $1 and boom #1 dominant crypto

Will you give me a chance to talk some of them out of it? This is a nightmare...

sounds bullish for crypto since she only participates in deals with top-decile returns

I don't participate in crypto at all.

Just hedgefunders?

anyone who knows lots of HFers is in the ninth circle of Hell already @isamariasmith

Well, I like macro talk.

doubt that @CovfefeCapital or @RussianBear will invest their bonus on crypto

Actually, I'm investing @RussianBear pension in it but now my own

I am waiting 4 somebody like Bass 2 announce they are refinancing their mortgage in crypto.

Because he'd be bearish?

Nope, bc he is a power hitter . When bear on yen, he refi'd in yen.

Just confirming he'd refi when bearish. Not bullish. He was also short JGBs in rate terms AND yen as both appreciated dramatically.

Yep, his public calls on Japan have seemed early, which 4 a hedgie is wrong. Unless really nimble at cuttin losses like Tudor jones befor 87