Sean Farrell @SeanMFarrell Twitter profile

Last Seen Profiles

@Rahul03748951

@HoopVibeTV

@MediOzkan20

@Tante_Binal69

@heoiheoei

@1Taif17

@saku_smash

@hut8uk

@CoachTKeller

@bokeplokalmalam

@hutao_jz

@WillHigo

@ostravanda_

@adlrue

@bokeplokalmalam

@koi_takleefff

@genxrpnews01

@DramaMen

@Hajimenpyat

@ThanhBui_AI

@bobo_sox

@cryptorenya

@_eqlips

@Forced_cuckolds

@gejtnsu

@allysonnewell

@bnrealwithu

@iyilik75

@DeBlu

@AustineyB

@weirskynet

@DesiArabBoy

@DieboldNixdorf

@BMoneyCrypto1

@greasygrams

Sean Farrell

@SeanMFarrell

9 months

The SEC is as good at protecting investors as they are at protecting their passwords

Gary Gensler

@GaryGensler

9 months

The @SECGov twitter account was compromised, and an unauthorized tweet was posted. The SEC has not approved the listing and trading of spot bitcoin exchange-traded products.

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Sean Farrell

@SeanMFarrell

2 years

This is the way

Ledger 🇺🇸

@ledgerstatus

2 years

America needs to open legal immigration massively. Hardworking people want to live in, buy stuff in, and pay taxes in America. We should enable it.

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Sean Farrell

@SeanMFarrell

5 months

Squeeze em

Sean Farrell

@SeanMFarrell

5 months

Lots of short covering going on out there. Would be a shame to see short sellers get trapped in all these miners w short interest > 20%

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Sean Farrell

@SeanMFarrell

9 months

All 11 ETFs approved

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Sean Farrell

@SeanMFarrell

5 months

Lots of short covering going on out there. Would be a shame to see short sellers get trapped in all these miners w short interest > 20%

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Sean Farrell

@SeanMFarrell

4 months

July cut is still severely underpriced imho

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Sean Farrell

@SeanMFarrell

3 years

This is like finding out your boomer parents have been mining crypto in their garage

db

@tier10k

3 years

KPMG in Canada adds Bitcoin and Ethereum to its corporate treasury

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Sean Farrell

@SeanMFarrell

2 months

I’m working on an alternative theory for the sell off in equities today

unusual_whales

@unusual_whales

2 months

BREAKING: The Senate Governmental Affairs Committee just voted to advance a ban on congressional stock trading. Senators who voted against the bill: Rand Paul, Ron Johnson, James Lankford, and Mitt Romney

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Sean Farrell

@SeanMFarrell

3 months

Stables quietly marching higher again

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Sean Farrell

@SeanMFarrell

3 years

Good time to be long volatility

Yahoo Finance

@YahooFinance

3 years

Fundstrat's @SeanmFarrell on $BTC: "I think what’s going to happen is we’re going to see a continued volatility on the short and medium term... What ends up happening is the Fed will probably start to take their foot off the brake."

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Sean Farrell

@SeanMFarrell

1 month

Respondent quotes from today's ISM report are pretty telling. Those with a negative outlook on Q3 cite election uncertainty or lack of spend due to rates. Both should be resolved in Q4.

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Sean Farrell

@SeanMFarrell

3 months

Jamie’s negative rhetoric is likely driven by what banking regulators want to hear. If he expects banking regulators to change, it makes sense that he would change his tune

Yano 🟪

@JasonYanowitz

3 months

Jamie Dimon has "all of a sudden changed his tune" on Bitcoin

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Sean Farrell

@SeanMFarrell

8 months

Ngl i am shocked that a temporary fed program was indeed temporary

Jack Farley

@JackFarley96

8 months

BREAKING: the Federal Reserve will NOT renew the Bank Term Funding Program (BTFP), which will end on March 11, 2024.

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Sean Farrell

@SeanMFarrell

2 months

Hard not to view this as a bottom signal for eth

*Walter Bloomberg

@DeItaone

2 months

SEC SUES ANDREW LEFT AND CITRON CAPITAL OVER STOCK SHORT SALES

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Sean Farrell

@SeanMFarrell

8 months

I agree this report is an absolute banger. Brought to you by @Tom_Couture17

MrStiive 🦇🔊

@MStiive

8 months

This is actually a really well thought out thesis report on $PEAS 🤝 @fs_insight @fundstrat , now that Bitcoin ETF is a hot topic on Wall St & w Mutual Funds, when @CNBC interview about novel yield generating crypto ETFs? The market is exponential as you point out... 🧠💡

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Sean Farrell

@SeanMFarrell

1 month

Just a couple bps away from your podcast feeds being filled w 2s10s content

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Sean Farrell

@SeanMFarrell

1 year

What a fun coincidence

lex

@mskvsk

1 year

Post-Blackrock Forbes. Bitcoin suddenly has become greener, helps third-world countries, and is not being used by the baddies anymore. You love to see it.

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Sean Farrell

@SeanMFarrell

9 months

Some of you need to take a deep breath and go for a walk

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Sean Farrell

@SeanMFarrell

5 months

Imagine watching recent regulatory developments unfold and not owning this bad boy

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Sean Farrell

@SeanMFarrell

3 years

@_Checkmatey_ @DylanLeClair_ Who called the fun police

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Sean Farrell

@SeanMFarrell

3 months

The germans sold 2x more corn today than they did all of last week but BTC is green

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Sean Farrell

@SeanMFarrell

2 years

@coryklippsten @a16z @coinbase This is nothing like UST though. It’s just a derivative trading at a discount to the underlying asset

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Sean Farrell

@SeanMFarrell

1 year

Tbh I can't tell if he is talking smack or hitting on Tom here

Keith McCullough

@KeithMcCullough

1 year

#PoundTown

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Sean Farrell

@SeanMFarrell

2 months

@WhatsupFranks @fundstrat GBTC is spinning out the 10% of AUM and putting into the BTC mini trust. You should have mini trust shares show up in your brokerage account once it starts trading

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Sean Farrell

@SeanMFarrell

5 months

SAB 121 being overturned on a bipartisan vote, the SEC doing a last minute 180 on ETH ETFs, the FDIC chair stepping down, and a comprehensive market structure bill possibly getting a vote in the House this week. The vibe has shifted folks.

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Sean Farrell

@SeanMFarrell

3 months

We plundered europes coins. Good work everyone.

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Sean Farrell

@SeanMFarrell

1 month

Still have a few days left but this could be a pretty legendary monthly candle

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Sean Farrell

@SeanMFarrell

1 month

Stablecoin market cap quietly making new highs

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Sean Farrell

@SeanMFarrell

9 months

Fee war heating up

Katie Greifeld 🎃

@kgreifeld

9 months

I spoke too soon re: low-water mark! Ark and 21Shares are going 0.25% and *NO FEE* for the first six months or until $1 billion in assets these are very, very low numbers

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Sean Farrell

@SeanMFarrell

1 month

Getting pretty close to the same level of OI cleanse as Tokyo black monday

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Sean Farrell

@SeanMFarrell

7 months

For those keeping score the offering was initially for $600 million. Looks like the market was hungry for a potentially discounted proxy to btc

Michael Saylor⚡️

@saylor

7 months

MicroStrategy Completes $800 Million Offering of Convertible Notes at 0.625% Coupon and 42.5% Conversion Premium $MSTR

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Sean Farrell

@SeanMFarrell

1 year

Seasonal headwinds pictured below

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Sean Farrell

@SeanMFarrell

3 months

Coinbase premium is back for the first time in a while

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Sean Farrell

@SeanMFarrell

2 months

Not a short term view here but friendly reminder that global margin calls have historically resulted in more intervention more printing and better conditions for monetary debasement hedges

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Sean Farrell

@SeanMFarrell

7 months

Remember to check in on your favorite talking head that told you to sell the news

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Sean Farrell

@SeanMFarrell

4 months

Boom

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Sean Farrell

@SeanMFarrell

9 months

At this point the early ETF flows are just a Rorschach test for if you like the coins or not. There is no world in which this is not impressive.

fed_speak

@fed_speak

9 months

Is it just me or is this really underwhelming? Only $800M of inflows into BTC ETFs so far?

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Sean Farrell

@SeanMFarrell

3 years

It is not talked about enough how cheap BTC is right now relative to the value stored in the network. If we move any lower on MVRV we are looking at multiples last witnessed at the depths of previous bear markets

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Sean Farrell

@SeanMFarrell

3 years

Don't look now but BTC leverage ratio is roaring back to life. The ratio now sits nearly where it was pre-washout in early December.

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Sean Farrell

@SeanMFarrell

8 months

Almost back to ATH in ETH-denominated OI on CME

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Sean Farrell

@SeanMFarrell

2 months

Some impressive stablecoin inflows over the past couple of weeks

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Sean Farrell

@SeanMFarrell

1 year

Imho the headlines are more bearish than the actual words written within the article

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Sean Farrell

@SeanMFarrell

22 days

Over the past month+, there has been a disconnect between real yields/gold and btc. If the market can get more comfortable with a soft landing I suspect the catch-up will be quite the spectacle

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Sean Farrell

@SeanMFarrell

16 days

Lots of mental gymnastics from bears today. Yesterday, Powell did exactly what risk assets wanted him to do—their actions were dovish, with a 50-bps cut and guidance for two more by year-end, but their economic commentary remained reassuring. Many bears point to this as

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Sean Farrell

@SeanMFarrell

4 months

The major indices fueled by chips/hyperscalers are skewing everyone's perception of the current setup. Most liquidity-sensitive assets have been down/sideways over the past few weeks. DXY rolls over and everyone's having fun again. I think we get this soon.

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Sean Farrell

@SeanMFarrell

3 years

For the past several weeks, BTC has been in lockstep with other risk assets. It actually held up fairly well today despite the 10-year hitting a 2-year high and tech continuing to bleed

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Sean Farrell

@SeanMFarrell

1 year

Good thing we have that third branch of government

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Sean Farrell

@SeanMFarrell

9 months

A must read

Hester Peirce

@HesterPeirce

9 months

It's out:

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Sean Farrell

@SeanMFarrell

1 year

Not a lawyer but tough to listen to this and conclude that the SEC swayed the judges in their favor

Scott Johnsson

@SGJohnsson

1 year

Since you're not reading any Grayscale opinions today, here's the SEC's time during oral argument - March 7, 2023.

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Sean Farrell

@SeanMFarrell

8 months

Since some crypto natives seem to be catching onto the fact that macro is important, I figured I would share some relevant slides from our outlook call a couple weeks ago (would note we have added some nuance to our thoughts on point 2 since issuing our outlook).

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Sean Farrell

@SeanMFarrell

6 months

Expected more resilience out of dog wif hat with the threat of world war looming

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Sean Farrell

@SeanMFarrell

1 year

Nvidia is up half an ethereum network in after hours trading

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Sean Farrell

@SeanMFarrell

9 months

Over $2Bn in aggregate volumes ex grayscale (this is using 1 min data so possibly off by a little). Will be interesting to see where AUM numbers shake out but this is impressive by any standard.

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Sean Farrell

@SeanMFarrell

3 months

My honest criticism would be around his framing toward the end. He leans too much into the negative things BTC protects against (debasement, oppressive regimes) and doesn't effectively drive home the optimistic point of view - that BTC is a tech-enabled solution to these issues.

JM Klein

@JMKlein3

3 months

@SeanMFarrell Delivery was terrible- . He couldnt explain it so I will. Blackrock cant give up the potential revenue and fees associated with BTC so that's why he's promoting it.

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Sean Farrell

@SeanMFarrell

6 months

Earthquake today eclipse on Monday and you’re not bullish

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Sean Farrell

@SeanMFarrell

11 months

Tell me you’re sidelined without telling me you’re sidelined

The Block Pro Headlines

@theblockupdates

11 months

*JPMORGAN SAYS ‘CRYPTO RALLY LOOKS OVERDONE’ - THE BLOCK

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Sean Farrell

@SeanMFarrell

3 months

I love the smell of capitulation in the morning

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Sean Farrell

@SeanMFarrell

3 years

Staking claim to the term "Upril" before it gains worldwide traction

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Sean Farrell

@SeanMFarrell

29 days

Ultimately the nature of the cut (bullish or bearish) depends on econ data and fed commentary but all things being equal i still view 25 bps as better for asset prices than 50 bps

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Sean Farrell

@SeanMFarrell

2 months

Pretty clear divergence in performance during US market hours vs RoW following the movement of Silk Road coins to CB prime last week

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Sean Farrell

@SeanMFarrell

3 years

Woke up and chose violence

Yahoo Finance

@YahooFinance

3 years

“Calling something a bubble… implies that something is overvalued, which we’ve noted in our research that bitcoin has reached points where it has been traded at prices that could be overvalued,” @fundstrat 's @SeanMFarrell says. “That implies that there is a correct value.”

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Sean Farrell

@SeanMFarrell

8 months

I guess everyone can put away those Nvidia / Cisco charts for a few months

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Sean Farrell

@SeanMFarrell

1 month

I am not in the recession crowd but it does seem possible that the cannibalization of the high yield market by private credit masks/delays rises in credit spreads

Jeff Park

@dgt10011

1 month

Private credit is now estimated to be larger than the public high yield bond market TradFi’s low float high FDV moment is here

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Sean Farrell

@SeanMFarrell

12 days

China really saw the Fed cut and went straight to QE for equities. Good for the coins.

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Sean Farrell

@SeanMFarrell

10 months

Nearly $8 trillion in govt debt matures over the next 12 months, inflation is tamed, it’s an election year, and you are surprised the fed pivoted smh

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Sean Farrell

@SeanMFarrell

9 months

Naturally ppl point to prior product launches (futures, futures ETF) as precedents for a sell the news event. Seems like one is talking about the macro context at the time of each major product launch. Much different setup this time around.

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Sean Farrell

@SeanMFarrell

1 year

The omissions are more interesting to me than those included

db

@tier10k

1 year

[DB] SEC Allege the Following Coins Are Securities in Coinbase Lawsuit SOL, ADA, MATIC, FIL, SAND, AXS, CHZ, FLOW, ICP, NEAR, VGX, DASH, and NEXO

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Sean Farrell

@SeanMFarrell

2 months

Can japanese devs do something

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Sean Farrell

@SeanMFarrell

1 year

The bigger news this morning

Pedro da Costa

@pdacosta

1 year

MNI POLICY: Fed To Consider Shift To Inflation Target Band

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Sean Farrell

@SeanMFarrell

2 months

Look at this heinous pump and dump scheme

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Sean Farrell

@SeanMFarrell

1 year

We are due for a move one way or another soon

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Sean Farrell

@SeanMFarrell

2 months

@krugermacro Interesting take on 25 vs 50 bps cut. We gapped up pretty hard following hot retail sales and futures market moving to 25 bps. Imho means market views 25 as soft landing still probable while 50 suggests fed sees non negligible recession risk and is playing catch up

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Sean Farrell

@SeanMFarrell

7 months

Yesterday blackrock saw its largest day of inflows since launch

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Sean Farrell

@SeanMFarrell

3 years

To be clear I want a spot ETF but the current pessimism surrounding BITO is unwarranted. It’s not perfect but think about the trillions of dollars that now have frictionless access to BTC exposure

Yahoo Finance

@YahooFinance

3 years

“We’ve actually seen Bitcoin’s volatility over the past… 5 years gradually dampen,” Fundstrat Head of Digital Asset Strategy @SeanMFarrell says. “When you look at risk adjusted returns, Bitcoin right now, presents an unprecedented opportunity for traditional financial markets.”

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Sean Farrell

@SeanMFarrell

3 years

Happy FOMC day

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Sean Farrell

@SeanMFarrell

1 year

An interesting subplot here is that the bid above 30k happened during the Asia trading session. Seeing a lot more of that these days.

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Sean Farrell

@SeanMFarrell

1 year

You heard the man

*Walter Bloomberg

@DeItaone

1 year

🇺🇸 PAUL TUDOR JONES: 'I LIKE BITCOIN AND I LIKE GOLD'

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Sean Farrell

@SeanMFarrell

3 years

DOGE accounted for 62% of all crypto trading revenues on Robinhood in Q2. After yesterday's Q3 earnings, I am sure they are scrambling to figure out how to list SHIB by EOD. Memes are tough to keep up with if you are a $30 billion company.

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Sean Farrell

@SeanMFarrell

1 year

Better late than never

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Sean Farrell

@SeanMFarrell

2 years

The rumors are true, we are hiring. Come work with the best research team in crypto.

Careers - FS Insight

Market Data Insight for Actionable Strategy

fsinsight.com

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Sean Farrell

@SeanMFarrell

3 months

Flawless delivery. No notes.

Watcher.Guru

@WatcherGuru

3 months

JUST IN: BlackRock CEO Larry Fink says #Bitcoin is digital gold.

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Sean Farrell

@SeanMFarrell

7 months

Still very few ways to gain exposure to bitcoin L2/defi in liquid markets

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Sean Farrell

@SeanMFarrell

1 year

Man, I know ppl are bracing for a hot CPI tomorrow but this feels deflationary

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Sean Farrell

@SeanMFarrell

30 days

MOVE almost back to 120

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Sean Farrell

@SeanMFarrell

2 months

So about those July cuts

Joe Weisenthal

@TheStalwart

2 months

BREAKING: BIG MISS ON UNEMPLOYMENT. UNEMPLOYMENT RISES TO 4.3% JUST 114K NEW JOBS Economists had expected 175K jobs and an unemployment rate of 4.1%.

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Sean Farrell

@SeanMFarrell

5 months

Receipts available upon request

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Sean Farrell

@SeanMFarrell

7 months

Coinbase premium moving higher again

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Sean Farrell

@SeanMFarrell

2 years

Quite the weekly swing in fed futures. Market now favoring a 75 bps hike next month.

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Sean Farrell

@SeanMFarrell

2 months

Folded like a lawn chair

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Sean Farrell

@SeanMFarrell

2 months

People are certainly excited for this weekend

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Sean Farrell

@SeanMFarrell

5 months

Funding rates are largely flat to negative heading into a weekend as rates roll over and crypto catches a bid. Interesting.

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Sean Farrell

@SeanMFarrell

3 years

@mark_dow Valid criticism but is this really any different from asking the same questions to ppl who profit from legacy banking system or senators who campaign on more oversight

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Sean Farrell

@SeanMFarrell

2 months

Not that it’s unimportant but it feels like the industry is overweighting the regulatory significance of the presidency and underweighting the importance of congressional elections. Congress must approve of cabinet/agency positions and do the actual legislating.

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Sean Farrell

@SeanMFarrell

8 months

Some of you have over traded this market and it shows

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Sean Farrell

@SeanMFarrell

3 years

Despite a raging VIX in legacy markets, the BTC volatility index is relatively quiet

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Sean Farrell

@SeanMFarrell

1 year

Larry likes the internet money

Watcher.Guru

@WatcherGuru

1 year

JUST IN: $9 trillion asset manager BlackRock CEO says #crypto will transcend international currencies due to global demand.

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Sean Farrell

@SeanMFarrell

4 months

First murph in the books. Add 10 minutes for no vest tho. Happy Memorial Day 🇺🇸🇺🇸

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Sean Farrell

@SeanMFarrell

3 months

Land the plane Jay

*Walter Bloomberg

@DeItaone

3 months

U.S ISM NON-MANUFACTURING PMI (JUN) ACTUAL: 48.8 VS 53.8 PREVIOUS; EST 52.6 U.S FACTORY ORDERS (MOM) (MAY) ACTUAL: 0.5% VS 0.7% PREVIOUS; EST 0.2% U.S DURABLE GOODS ORDERS (MAY F) ACTUAL: 0.1% VS 0.1% PREVIOUS; EST 0.1%

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Sean Farrell

@SeanMFarrell

10 months

Appreciate it Zack. Let's hope the next two weeks makes this PT look too conservative.

Zack Guzmán

@zGuz

10 months

We had exactly one #bitcoin price discussion on @coinage_media in 2023. Back in February: @fundstrat ’s @SeanMFarrell predicted Bitcoin would top out at $44,000 in 2023. He has 100% nailed it. Sean is also a Coinage member. Join the smartest community in crypto by minting now 💪🏽

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Sean Farrell

@SeanMFarrell

2 years

Is there a quant out there that can help me confirm this

Michael Saylor⚡️

@saylor

2 years

If you sell 75% of your bitcoin, you will only have 25% of your #bitcoin left.

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