Michael @Michael__KV Twitter profile

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Michael

@Michael__KV

10 months

@Hind_Gaza Sorry for your loss. I guess October 7th wasn’t such a great event that Gaza celebrated

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Michael

@Michael__KV

11 months

Hamas had 15 years to drive positive change in Gaza. It didn’t. It created tunnels and its leaders chose to steal aid from the people of Gaza. I cry for every innocent life lost. You seem to just cry for a distorted sense of justice. On that note. ✌️. You won’t be missed.

Paul Biggar 🇵🇸🇮🇪

@paulbiggar

11 months

I wrote about the genocide in Palestine, and how tech has been silent and complicit.

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Michael

@Michael__KV

10 months

@jakeshieldsajj Based on your logic the USA was launching a terrorist attack when they took out Bin Laden?

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Michael

@Michael__KV

10 months

@richimedhurst "Palestinians recognized Israel", well that is a lie.

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Michael

@Michael__KV

10 months

@DrLoupis A. This is an article from 2006!!!!!!! B. The victim was Jewish and 13 C. The soldiers who were involved went to jail

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Michael

@Michael__KV

10 months

@redshirt990 No Muslim would rape or behead people. Right? RIGHT?!?!

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Michael

@Michael__KV

10 months

@Hind_Gaza I just can't with you spreading lies in every other tweet. Go away.

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Michael

@Michael__KV

5 years

@jmj The problem is not lack of financial education. The problem is greed.

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Michael

@Michael__KV

10 months

@EbrahimHashem What "homeland"? Or are we back to claiming Jesus was Palestinian?

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Michael

@Michael__KV

6 years

Great story by @coindesk . Well designed and executed, took crypto reporting to another level. Please give us more of this.

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Michael

@Michael__KV

4 years

The system is so f**d right now that I would rather list my apartment for sale in Bitcoin than in USD.

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Michael

@Michael__KV

10 months

@Leftylooneys @ChaskelBennett After this don’t complain that the IDF is targeting civilians without a weapon.

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Michael

@Michael__KV

10 months

@freemonotheist ++ The perception that there can be peace with the Hamas

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Michael

@Michael__KV

11 months

@richimedhurst What ratio?

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Michael

@Michael__KV

2 years

@mrjasonchoi The smart crypto investor will invest in the DeFi infrastructure powering the games by that avoiding the “pick the winner” race.

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Michael

@Michael__KV

5 years

@avichal If you treat crypto as seed/pre seed investing (which it is), investors should expect to see growth in value within 3-4 years. The fact that crypto is liquid is actually a disadvantage in this case.

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Michael

@Michael__KV

10 months

@CraigMurrayOrg On what ground do you deny Israel's right to exist? Occupation? Is that is a case, you can use a history lesson (not just about history, but about the UK and the US).

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Michael

@Michael__KV

3 years

Love seeing @compass_mining emerge as the top source of information for public BTC mining companies. 👏👏 Next to come... Analyst Q&A 😂

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Michael

@Michael__KV

6 years

@btcking555 @_Kevin_Pham Breaking: can both coins die already so we can return to a “normal” world!

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Michael

@Michael__KV

2 years

@JayKapoorNYC Conviction is built during bear markets, but bull ones. The best companies are started and built during those markets. Time stamp this - in 3 years you will have 5 multi billion dollar companies / projects that were started between 8/21 and 8/22.

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Michael

@Michael__KV

3 years

@EpsilonTheory is a great story teller. Here is a sad tale on legislation, big oil, and American politicians. It's 2022, and most of our politicians belong to a different eon. This needs to change.

They're Not Sending Their Best

The Big Oil Windfall Profits Tax Act is an abomination. It won't lower gas prices, it will raise them. And the sponsors of the bill

www.epsilontheory.com

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Michael

@Michael__KV

2 years

Giving gpt4 access to all company data and apps looks very similar to giving Facebook and Instagram access to your personal data.

Garrett Scott 🕳

@thegarrettscott

2 years

Over the weekend I finished the to-do list that does itself. Everytime you add a task, a GPT-4 agent is spawned to complete it. It already has the context it needs on you and your company, and has access to your apps. It’s called the Do Anything Machine (Link in thread)

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Michael

@Michael__KV

3 years

@paulg Not all venture debt has to be collateralized by equity. Not all venture debt providers are predators. The other side of it is the founder who took venture debt and got to the exit with 20% less dilution.

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Michael

@Michael__KV

4 years

@amysundae Hidden inflation has been an issue for years. It’s very real.

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Michael

@Michael__KV

10 months

@WalidMahmodRouk The United States is willing to stand up to pure evil.

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Michael

@Michael__KV

5 years

@jmj You don’t need an MBA to understand the concept of gross margin (coming from an MBA)

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Michael

@Michael__KV

5 years

@awilkinson You haven’t met good consultants. Sorry this is just wrong.

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Michael

@Michael__KV

5 years

2/ Knowing that both companies have tokens this can be the cannery in a coal mine for token M&A. If anyone can pull this off, it's @cz_binance . Thanks to @jdorman81 and @harry_sudock for helping me think through this.

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Michael

@Michael__KV

10 months

@SpiritofHo Add Batman, Baby John, and Aladdin to the list. You are living in a fictional world one way or the other.

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Michael

@Michael__KV

3 years

@jasonlk This goes down to $1B in crypto. No dilution is a crazy unlock.

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Michael

@Michael__KV

5 years

@twobitidiot There will be a down cycle, the question is to what price. I can see it testing $6k again.

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Michael

@Michael__KV

10 months

@richimedhurst LOL where? Name an incident where Christians were persecuted? You can't because there were none.

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Michael

@Michael__KV

5 years

@Samirkaji Hold on here... shouldn’t VCs apply the same logic when working with startups?

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Michael

@Michael__KV

10 months

@WildernessWypt No one is bombing Bethlehem, or are all arb cities the same to you?

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Michael

@Michael__KV

2 years

A deal was done, but not with a buyer. Farewell, and thank you for all you did for the startup ecosystem. 🫡

Michael

@Michael__KV

2 years

1/ $SIVB should be bought by end of day. The client base is invaluable. To capitalize on it, the bleeding has to stop. Buyer criteria: - Needs a large balance sheet to handle the bond duration issue - Can benefit from the mid market client base - Already in the tech eco

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Michael

@Michael__KV

5 years

@zebulgar Golden handcuffs.

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Michael

@Michael__KV

5 years

@jmj Call them out publicly, it's about time.

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Michael

@Michael__KV

5 years

1/ Binance's recent investment in FTX is one of the most interesting transactions in 2019. If FTX does well, Binance has the incentive, financial ability, and access to fully acquire the FTX.

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Michael

@Michael__KV

4 years

“The ONLY difference to Wall Street between gold and Bitcoin is that gold™️ is tired and Bitcoin™️is wired.” @EpsilonTheory is on absolute 🔥🔥

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Michael

@Michael__KV

6 years

@crypto And here is the problem, instead of writing about real news @crypto is writing about garbage. Write about companies that are building products.

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Michael

@Michael__KV

2 years

@jkrums @DavidSacks So did my family. At this point Russia doesn't have the means ($$ and people) to occupy anything (including Ukraine). The threat of nuclear war is much larger than the threat of further occupation.

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Michael

@Michael__KV

4 years

@jbrukh The majority of NFTs bought on @niftygateway were bought using a Credit Card, not ETH. This is mainstream, not crypto heads. The adoption is real 🤯🤯

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Michael

@Michael__KV

5 years

@morganhousel Didn't read it well the first line. Thought you were talking about a shitcoin.

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Michael

@Michael__KV

2 years

@thegarrettscott Providing gpt4 agents access to all of your company’s data is not the best idea….

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Michael

@Michael__KV

5 years

@Sigalow This is great perspective for the ones that survived.

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Michael

@Michael__KV

2 years

@Matthew_Graham_ DAOs are very efficient as long as they stay small and nimble. At their greatest DAOs are like Seed/A stage startups where everyone is aligned and is working independently towards a common goal. However, DAOs at their existing form don’t scale, and they shouldn’t.

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Michael

@Michael__KV

3 years

@paulg I agree with the pass/fail part. But why do you need to take more dilution to finance a debt facility that to support mortgage underwriting, credit card debt, etc? There are so many use cases where equity is just not the right financing method.

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Michael

@Michael__KV

4 years

1/ Bitcoin mining is focused on one main thing - converting electricity into profits. The recent advancements in the Crypto space significantly de-risked this industry, making it more palatable to traditional investors. Now it's time for the next step.

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Michael

@Michael__KV

6 years

@iamjosephyoung You mentioned two words that can’t live in the same sentence - efficiency and regulation.

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Michael

@Michael__KV

10 months

@RepRashida The terror never ended.

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Michael

@Michael__KV

3 years

Some people saw this early - Keep winning @treykelly3 , @harry_sudock , and @BitcoinBroski . Thanks for letting me come along for the ride.

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Michael

@Michael__KV

5 years

What @abarrallen and @domm are building at @fast is one of the most interesting software B2B2C companies out there. While legacy B2B2C companies leveraged physical locations to create a one to many relationship, Fast is trying to leverage a virtual location to do the same. 👀

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Michael

@Michael__KV

4 years

1/ While everybody is talking about $MSTR buying BTC, $MARA ( @MarathonPatent ) has quietly bought 10k S19 increasing its revenue run rate to $40M - $50M once miners are fully deployed. Current mcap is ~$270M vs. $485M of $RIOT (~$10M run rate rev.).

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Michael

@Michael__KV

2 years

The runway of many startups just got cut as they lost access to SVB debt facilities. Three implications: - Forced fundraising might start sooner than we think - Profitability will be much harder to obtain as new debt is more expensive - M&A will be funded mainly through equity

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Michael

@Michael__KV

10 months

@freemonotheist Right.... Your are pretty good at wishful thinking. You should play the lottery more.

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Michael

@Michael__KV

5 years

As someone who knows a thing or two about Russia, I can honestly say that this was one of the best podcasts I have heard on the topic. A must listen for those of us who are interested in the future of trade with Russia.

Demetri Kofinas

@kofinas

5 years

On this week's @HiddenForcesPod I speak with one of the world’s foremost Russia experts about why he believes the United States bears responsibility for its fractured relationship with Russia and the real threat of a nuclear war between the two countries.

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Michael

@Michael__KV

3 years

LFG!!! Seeing friends succeed together is the best thing! Huge congrats to @treykelly3 @harry_sudock and @simonsays452

Bitcoin Miner GRIID Secures $525M Credit Facility from Blockchain.com

CINCINNATI, Nov. 22, 2021 (GLOBE NEWSWIRE) -- GRIID Infrastructure, a vertically-integrated bitcoin self-miner, today announced it has secured a $525...

www.globenewswire.com

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Michael

@Michael__KV

3 years

@Hadley Tel Aviv is up there.

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Michael

@Michael__KV

10 months

@MariamBarghouti Ask the people that stopped Bin Laden

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Michael

@Michael__KV

2 years

@IamInvestor_ כמה שתצליח יותר, אנשים ישפטו ויחפשו אותך יותר. תמשיך לכתוב 👑

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Michael

@Michael__KV

5 years

@profgalloway Highly over generalized. If the company is doing very well doubling down can (and in some cases will) generate returns that can cover the fund. Leading 5 rounds in a row and investing $11b into the same company IS smoking your own supply.

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Michael

@Michael__KV

6 years

@crypto Can you report news? Isn’t that the goal? What crypto NEWS have you recently reported? Cover a company that builds something and stop just talking about price.

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Michael

@Michael__KV

7 years

Spent sometime listening to @laurashin new podcast unconfirmed with @BKBrianKelly . Brian I really don’t get how you can say that Petro is a scam because it might not be backed by oil and not mention $usdt (that is backed by?!?!?!)? Are you blind? @Bitfinexed

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Michael

@Michael__KV

10 months

@beereadingshelf I would love to have a ceasefire. Do you really think any one in Israel likes being bombed? Why wouldn't Hamas simply release the hostages?

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Michael

@Michael__KV

10 months

@DrLoupis Israel is fighting a real war against terror, not against your keyboard 😂

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Michael

@Michael__KV

5 years

@justGLew She built a great company. Her mistakes were driven by over ambition and lack of experience. It's not about making the mistake it's about owning it and learning from it. Her actions over the next 3 months will say a lot about what she learned. 👀👀

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Michael

@Michael__KV

5 years

@ErikSTownsend Hi @realDonaldTrump just want to make sure that you know that people DID think about this over a month ago.

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Michael

@Michael__KV

3 years

@mattturck IPO -> Angel liquidity. This is always one of the drivers.

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Michael

@Michael__KV

3 years

First met @treykelly3 and @harry_sudock at a small coffee shop in the West Village. The amount of value that these guys created in three years is mind blowing. Thank you for taking me for this ride! LFG!🚀🚀🚀

Trey Kelly

@treykelly3

3 years

Thrilled to announce that @GRIID has entered into a definitive merger agreement with $ADEX which will result in GRIID becoming a publicly traded company on the @NYSE

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Michael

@Michael__KV

10 months

@azaizamotaz9 How about watching a video from October 7th?

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Michael

@Michael__KV

3 years

This is how activist investing in crypto should look like. 100% win-win outcome. The project gets a value add investor and additional liquidity, and investors get have a fair upside. 👏👏

Jeff Dorman

@jdorman81

3 years

Following the proposed changes to the $SUSHI raise, below is an update for the Sushi community on Arca’s involvement, and our interpretation of the new proposed deal, as discussed yesterday on the community call with @OmakaseBar , @amytongwu @0xChu & @Crypto_Alex17 Thread 👇

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Michael

@Michael__KV

4 years

@Wealth_Theory If you are looking to increase the fun factor add a 10% allocation to angel investing and 10% to seed VC LP positions. Gets you a ton of fun and good insights for your active trading portfolio.

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Michael

@Michael__KV

6 years

With many ICOs and foundations running out of money, projects are starting to look for alternative solutions. Distress crypto investing is already happening, soon we will see Crypto to Crypto M&A in the form of coin mergers or newer protocols buying out ICOs🧐🧐🧐

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Michael

@Michael__KV

4 years

@jmj Great that you cherry picked the good ones. For each one of those you have the WeWork and MagicLeaps of the world.

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Michael

@Michael__KV

10 months

@LizaLaZiza1 @DrLoupis Heinous crimes happen in every society. Unfortunately the world has criminals. Unlike Hamas, these criminals were trialed and put in jail. Remind me what happened to the Hamas terrorists who raped girls on October 7th? I didn't see anyone put on trial.

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Michael

@Michael__KV

5 years

@ErikSTownsend Time will tell if we get a global pandemic out of it. One thing is for sure, it’s completely mispriced across ALL asset classes.

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Michael

@Michael__KV

10 months

@DrKarimWafa Do you again try to claim ownership of random things that don’t belong to you?

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Michael

@Michael__KV

5 years

@semil Should have used @DocSend

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Michael

@Michael__KV

3 years

@hhhypergrowth @vaccumofspace I love SNOW, but they going to start getting squeezed from all sides - AWS will change billing eventually - @databricks and @FireboltHQ are catching up - @starburstdata (federated query engine) is a viable alternative

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Michael

@Michael__KV

11 months

@jeremycorbyn Define permanent? The hamas has no intention of doing that.

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Michael

@Michael__KV

6 years

Is Crypto to Crypto M&A even possible? If so, how come no one has done it thus far? Well, someone did! 😱😱

Crypto to Crypto Merger — It’s Possible!

With multiple ICOs and projects running out of funds (Sirin labs announced they have 6–12 months in run-way after raising $158M in 2017)…

medium.com

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Michael

@Michael__KV

6 years

With the recent bear market, I took a different approach towards Bitcoin mining profitability. I think mining is still very profitable (for some companies).

A Different Approach Towards Bitcoin Mining Profitability

BTC prices are down more than 80% from ATH and many question the profitability of BTC mining. Most state that high unit electricity costs…

medium.com

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Michael

@Michael__KV

1 year

@JTLonsdale @yuvalsteuer @lessin Can I get it as well. I am fundraising and these are the people I want to talk to!

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Michael

@Michael__KV

4 years

Still can't wrap my head how Bitcoin mining stocks ($MARA, $RIOT) are having a crazy rally while stocks of mining equipment providers such as $CAN are not. Here is a secret, the equipment market is sold out and these companies are taking deposits in $BTC for future equipment...

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Michael

@Michael__KV

7 years

The bubble is bursting as we speak, there will be clear winners and losers. That's why you have to pick projects that add value and are not just pure hype. Happy to buy your $theta, $gvt, $hst, $trac from you. @HorizonState @origin_trail @genesis_vision @ThetaToken

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Michael

@Michael__KV

1 year

@marwilliamson What is your solution? I also want to stop world hunger, inflation, and cancer. You are running for President, not city council, stop putting out blank statements.

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Michael

@Michael__KV

4 years

@hpierrejacques Since day one, till today. In Russia I was a Jew, in Israel a Russian. Today, I am just an immigrant.

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Michael

@Michael__KV

4 years

2/ Integrating Bitcoin mining into traditional businesses can give forward looking PEs focused on Heavy Industrials an opportunity to significantly improve IRR and de-risk the transaction. @harry_sudock and I went deeper on this topic. Take a read.

Bitcoin mining has the potential to save distressed heavy industrial businesses

TLDR: When executing a sponsor backed buyout of a distressed Energy Intensive Manufacturing business (heavy manufacturing, mining, etc.)…

medium.com

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Michael

@Michael__KV

1 year

@marwilliamson Marianne, yet again you sound like a city council candidate and not a presidential one. Empty statements with no proposed resolution for neither the hostages or the safety of the Israeli people. Do you have a plan? Because you are not really successful in this twitter thing…

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Michael

@Michael__KV

5 years

Years after the Reg A has passed, we are finally seeing companies such as @withotis , @MasterworksIO , @OnRallyRd and @LEX_Markets give non-accredited investors access to alt assets with low buy-in minimums. Going to be an interesting market to follow.

How Asset Fractionalization Can Help Create a New Generation Micro of Investors.

Each one of us knows that adrenaline rush that you get after opening your favorite investment tracking app, seeing nice green numbers, and…

medium.com

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Michael

@Michael__KV

5 years

@lawmaster @mdudas Did you look into $usdt printing overtime and correlation of that to the price increase?

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Michael

@Michael__KV

2 years

@ricburton @haydenzadams @paradigm So if what you are claiming holds up, I can just wire money to any founder who is raising a competitive round and say that I am now part of it 🤨

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Michael

@Michael__KV

3 years

Great partnership of two amazing companies! @pipe + @compass_mining = ❤️🔥🚀

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Michael

@Michael__KV

5 years

@briannekimmel Great write up. Most of the recent professional networks are focused on Developers. Still waiting to see a new one emerge for non-developers.

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Michael

@Michael__KV

3 years

@QwQiao These funds are called talent agencies such as @unitedtalent . The main difference is in the value accrual over time. With crypto creators are able to keep benefit much more. No doubt new funds will emerge, but the core concept is already there.

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Michael

@Michael__KV

4 years

@KALM_CA @BitfuryGroup Also we are not blind we are just waiting for #bitclout 👀👀

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Michael

@Michael__KV

7 years

$GVT product release on April 1st confirmed. $500M in CAP easy. (oh yeah its one of the only greens today....) @genesis_vision

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Michael

@Michael__KV

4 years

This is not a Bitcoin rally any longer, this is an aggressive devaluation of the US dollar.

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Michael

@Michael__KV

2 years

@jbrukh Existing: - Analytics - @MessariCrypto , @DuneAnalytics - Risk - @chainalysis , @Solidus_Labs - Accounting - @ZenLedgerIO Up and coming: - Marketing tech - @AddressableInt - FP&A

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Michael

@Michael__KV

10 months

@johncusack Your logic: Anything anti Gaza = false Anything anti Israel = true

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