Mark Helfman @MarkHelfman Twitter profile

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Mark Helfman

@MarkHelfman

19 days

Cryptocurrency is Not the Paradigm Shift You’re Thinking About

Cryptocurrency is Not the Paradigm Shift You’re Thinking About

The thinking heads got it wrong. Think smaller and more profoundly.

link.medium.com

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Last Seen Profiles

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Mark Helfman

@MarkHelfman

1 year

@Twitter locked me out of my original account @mkhelfman and did not reply to any of my requests. If you can help me get that account unlocked, please reply. Thank you!

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Mark Helfman

@MarkHelfman

3 months

@BitcoinVanguard Long enough that most people will miss out, short enough that we don't need to worry about it.

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Mark Helfman

@MarkHelfman

1 year

Which path is most likely?

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Mark Helfman

@MarkHelfman

3 months

@ericyakes Every cashier is a money transmitter.

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Mark Helfman

@MarkHelfman

11 months

@scrowder Take it from the other $6 trillion they didn’t spend on Ukraine.

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Mark Helfman

@MarkHelfman

1 year

Same story, as always. Prices went up long enough for people to think prices will keep going up.

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Mark Helfman

@MarkHelfman

1 year

@camfgatanb26518 Hey! Thanks for the compliment. I treat each altcoin as its own asset, it gets its own analysis. What’s the BTC dominance theory?

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Mark Helfman

@MarkHelfman

5 months

Ok, ok, hear me out, ok?

BITSTAMP:BTCUSD Chart Image by cryptoiseasy

www.tradingview.com

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Mark Helfman

@MarkHelfman

7 months

@bitcoinlfgo He’s right.

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Mark Helfman

@MarkHelfman

1 year

@RobertPickup5 Hi! No, sorry. Stick around, you might get a sense of what to expect from my free content!

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Mark Helfman

@MarkHelfman

9 months

@TheFern_X Check out @NewsAsset . YouTube videos and website, all good. Great place to start.

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Mark Helfman

@MarkHelfman

5 months

Drake posts about BTC. Trump talks about BTC. BTC is all over the news. Coinbase app shoots up the charts. Social media numbers pump. Crypto-related Google searches pump. Prices pump. And you still think “retail hasn’t showed up yet?”

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Mark Helfman

@MarkHelfman

11 months

@WhaleWire Crazy. Those two previous peaks came after the recessions had already started—and today we haven’t even gotten the recession yet!

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Mark Helfman

@MarkHelfman

5 months

@Tyler_Neville_ @FinanceLancelot I guess $8.8 trillion doesn’t go as far as it used to!

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Mark Helfman

@MarkHelfman

9 months

@ArslanianGaro Nope sorry 🫤

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Mark Helfman

@MarkHelfman

1 year

@MacnBTC Might end up with 2-10x on the remaining alone. People love meme coins.

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Mark Helfman

@MarkHelfman

11 months

Is it too much to ask for a wallet that lets me test a transaction for free before I complete the transaction?

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Mark Helfman

@MarkHelfman

10 months

@KobeissiLetter Good argument for the bitcoin, bonds, and cash approach.

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Mark Helfman

@MarkHelfman

10 months

@Nobody_4400 Premium membership is optional. You get weekly free posts and a free monthly, plus occasional bonus content for free. There are two tiers.

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Mark Helfman

@MarkHelfman

1 year

@Tobby12345678 Standard operation

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Mark Helfman

@MarkHelfman

9 months

@Pentosh1 Six months after approval, Aunt Sally will ask you to explain “bitcurrency” “one more time”

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Mark Helfman

@MarkHelfman

1 year

Every other investment goes up 80% in 6 months: OMG THATS AMAZING HOME RUN WAGMI HOW CAN I GET IN IS IT TOO LATE? Bitcoin goes up 80% in 6 months: WHAT’S WRONG WITH IT WHAT’S HOLDING IT BACK MANIPULATION IS KEEPING IT DOWN IT’S GOING TO CRASH WHY WON’T IT GO UP???

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Mark Helfman

@MarkHelfman

8 months

$MSTR sells equity to buy bitcoin. Talk about an FU to the legacy financial system. Trading a speculative asset with no intrinsic value for a share of a massive financial network backed by a robust computer protocol and social consensus.

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Mark Helfman

@MarkHelfman

11 months

@DylanWe87960300 @fargonejargon @WhaleWire Yes they did. Now there are “no fixed rules or thresholds.” Convenient innit?

How Do Economists Determine Whether the Economy Is in a Recession? | CEA | The White House

What is a recession? While some maintain that two consecutive quarters of falling real GDP constitute a recession, that is neither the official definition nor the way economists evaluate the state of...

www.whitehouse.gov

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Mark Helfman

@MarkHelfman

7 months

@luke_broyles You can’t even eat it

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Mark Helfman

@MarkHelfman

9 months

@DorothyMar32804 No sorry. Sign up for the free content and if you like it, you can upgrade at any time.

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Mark Helfman

@MarkHelfman

8 months

@matteopelleg This assumes people outside of the US financial system want white bitcoin more than black AND miners don’t fork to a new version of BTC that doesn’t have a US ETF. If one of those conditions doesn’t work out, the US will have a tough go of it

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Mark Helfman

@MarkHelfman

7 months

$2b USDT minted out of nowhere in six days, then a savage sudden pump right before @SECGov gets hacked to post fake BTC ETF approval, then savage sudden dump right after. @Bitfinexed @ParrotCapital @CryptoCapo_ going to let them get away with it?

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Mark Helfman

@MarkHelfman

4 months

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Mark Helfman

@MarkHelfman

7 months

@PeterSchiff BTC at $20k: IT’S GOING TO CRASH! BTC at $35k: IT’S GOING TO CRASH! BTC at $50k: IT’S GOING TO CRASH! BTC at $40k: I TOLD YOU SO!!!

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Mark Helfman

@MarkHelfman

8 months

Got my original account @mkhelfman back. Posting from this account from now on. Will keep the old account live so ppl can find out-of-context tweets that make me look bad and tweets that were accurate when tweeted but are no longer accurate now because things change over time.

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Mark Helfman

@MarkHelfman

1 year

@KevinSvenson_ As long as we have $BUSD and $TUSD the bulls always have a chance

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Mark Helfman

@MarkHelfman

11 months

Bookmark this talking point for Wall Street post-ETF: “In 10 yrs all Boomers will be retired and taking $ out of the stock market instead of putting it in. Gen Z / millennials putting into BTC now. Get a small allocation now so you protect yourself and get ahead of the shift.”

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Mark Helfman

@MarkHelfman

9 months

Could you imagine...

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Mark Helfman

@MarkHelfman

1 year

@brucefenton @dannagal People can’t differentiate fake claims versus the truth because they don’t have a frame of reference to understand it. As long as you say something false that fits into somebody’s frame of reference, they’ll believe it. It’s not a matter of intelligence. We all do it.

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Mark Helfman

@MarkHelfman

6 months

@NewsAsset Grayscale just part of the story. Long-time holders and “diamond hands” have trimmed to months, miners are selling at faster pace than normal, and new buyers aren’t accumulating at the pace they were for most of last year. Have me on sometime, I can show you the on-chain data!

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Mark Helfman

@MarkHelfman

5 months

@dannydiekroeger

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Mark Helfman

@MarkHelfman

9 months

@NotChaseColeman Would be funny if CZ told them to deduct it from the interest payments they’re sending to tether for those T-bills and money market funds supposedly in tether’s reserves. (Even funnier if those T-bills and MMFs actually exist in tether’s reserves.)

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Mark Helfman

@MarkHelfman

6 months

@TazerFaceINC Anytime the wife says “we,” it never ends well for us, does it?

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Mark Helfman

@MarkHelfman

6 months

@LynAldenContact He’s trolling right-wing conspiracy theorists over the Dark Brandon meme and rumors that the NFL is scripted for Taylor Swift.

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Mark Helfman

@MarkHelfman

7 months

@garyblack00 Tough to find common ground when you’re applying fundamental investment analysis to a speculative financial asset

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Mark Helfman

@MarkHelfman

1 year

@BTCGandalf Does that mean the bubble popped and now we can go up again?

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Mark Helfman

@MarkHelfman

8 months

@mikealfred I was told they already have the bitcoin. You have different information?

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Mark Helfman

@MarkHelfman

8 months

@GoingParabolic Are you sure they haven’t already bought those bitcoins? How do you know they’re actively working on it?

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Mark Helfman

@MarkHelfman

9 months

@CollinRugg @WatcherGuru “Just close the fucking door” is the perfect meme for the Fed. Widely applicable as a metaphor for almost any central bank action or policy. You can slap it on any image with or without sunglasses. Lyrically, it fits many rhythms. Few recognize the brilliance of Jay Powell.

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Mark Helfman

@MarkHelfman

9 months

@5millionM They all want the 100x Altcoin after it’s already gone up 100x

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Mark Helfman

@MarkHelfman

7 months

@bennyjohnson Exactly. He should’ve waited until January 21. That way, we wouldn’t be having this silly argument.

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Mark Helfman

@MarkHelfman

10 months

@fallacyalarm Nah man, your stuff is good. The best subscribers read only 2/3 of your posts anyway—but they appreciate you for it. You’re never going to win everybody over. Your audience finds you, not the other way around!

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Mark Helfman

@MarkHelfman

1 year

@MitchellHODL Until the price goes up high enough that .1 BTC becomes the “goal.” And then .01 etc. (Like being a millionaire now. Sounds like a lot to the poor, but the rich know it’s not very much at all.)

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Mark Helfman

@MarkHelfman

6 months

@masterminedusa Shhhh don’t tell them!

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Mark Helfman

@MarkHelfman

11 months

@5millionM Preach

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Mark Helfman

@MarkHelfman

9 months

@Pentosh1 Money from China and periphery have played an outsized role in this particular run-up. People in US assume ETF is done deal. Plus normal market dynamics already favorable to upside.

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Mark Helfman

@MarkHelfman

6 months

@fewseethis Great perspective. Thanks for sharing this and your other thoughts.

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Mark Helfman

@MarkHelfman

9 months

@gurgavin $GBTC or we riot

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Mark Helfman

@MarkHelfman

7 months

@TrueCrypto28 I’m not a trader and don’t make calls, but I showed my newsletter subscribers the reasons to expect these things and shared how to prepared for them.

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Mark Helfman

@MarkHelfman

9 months

“Just close the fucking door” is the perfect meme. Widely applicable as a metaphor for almost any central bank action or policy. You can slap it on any image with or without sunglasses. Lyrically, it fits many rhythms. Few recognize the brilliance that is Jay Powell.

Collin Rugg

@CollinRugg

9 months

JUST IN: FED chair Jerome Powell isn’t having it after getting interrupted by climate protesters, tells staff to just “close the f***ing door” on them. “Thank you. Thank you. Thank you. Just close the f***ing door. Close the door.” Good 🔥 During the same speech, Powell said

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Mark Helfman

@MarkHelfman

8 months

@birdfIip Great analogy. Boomer retirement planner says “as long as I think somebody else will pay me more money for that photo, I can put it in my investment portfolio.” (she doesn’t know I’ve been sleeping with other women for years)

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Mark Helfman

@MarkHelfman

1 year

@TheVladCostea If it’s any consolation, it was number three a few years ago…🤷‍♂️

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Mark Helfman

@MarkHelfman

1 year

@kryptocashflow Nice! Majority said B in my companion poll.

Weekly Rundown - July 30, 2023

Hopefully CRV and FRAX didn't implode before you got this

cryptoiseasy.beehiiv.com

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Mark Helfman

@MarkHelfman

6 months

@icebergy_ @lex_node Bear market ended 15 months ago, can’t go back.

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Mark Helfman

@MarkHelfman

8 months

Saving this for the next time somebody says “if you’re such a good investor, why do you write a newsletter? Shouldn’t you be rich and retired?”

DeFi Made Here

@DeFi_Made_Here

8 months

Pretty accurate

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Mark Helfman

@MarkHelfman

9 months

@Bitfinexed @ParrotCapital The audits, yes. The terrorists, not sure. Just looking at the total funds that the US military has sent to entities that it now considers terrorists, plus entities that support those terrorists, it seem crazy to think Tether does more (that’s b4 you include state department)

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Mark Helfman

@MarkHelfman

10 months

@fallacyalarm @StephanieKelton Or confirmation that the field of economics has a long way to go

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Mark Helfman

@MarkHelfman

6 months

V important thread (restaking is novel tech that can lead to virtuous cycle but at the risk of a death spiral)

bartek.eth

@bkiepuszewski

7 months

TVL of Blast over 1B$, Manta with STONE over 0.5B$. Think what is going to happen once restaking is finally enabled. How much ETH will chase highest yield aping into riskiest operators ? Terra/UST collapse was dramatic but isolated. We need risk-first culture for real.

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Mark Helfman

@MarkHelfman

7 months

@dotkrueger 💯

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Mark Helfman

@MarkHelfman

8 months

@lmrankhan “uninformed, passive, and only care about when the token goes live” I thought that’s the whole point of being a VC?

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Mark Helfman

@MarkHelfman

1 year

@sir_x_1 All good but only captures part of the market. Futures don’t change spot price (and sophisticated traders use them to hedge AGAINST spot markets or manipulate order books). Fear/greed at 37, order books show stink bids and not much market buys, YT/X saying market collapsed…

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Mark Helfman

@MarkHelfman

6 months

@MikeStillBTC TBH, I agree with both commentators. And I’m a big fan of crypto and the alternative financial system. But like all financial assets, we can’t separate the substance from the greed. Everything responds to animal spirits. We’re all human.

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