Constantin Kogan

👉 Oops OpenAI is projected to lose $5 billion this year, with significant expenses on cloud computing and model training, per the Information. https://lnkd.in/dEfbzQpD ~~~ #finance #web3 #FED #investors #interestrates #crypto #inflation #startups #stocks #wallstreet #IPOs #QT #VCs #bitcoin #Ethereum #ETFs #AI

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👉 Nvidia stock, $NVDA, is officially trading at $120/share after completing its stock split. https://lnkd.in/dcvaBKaB ~~~ #finance #web3 #FED #investors #interestrates #crypto #inflation #startups #stocks #wallstreet #IPOs #QT #VCs #bitcoin #Ethereum #ETFs

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👉 🚨 #Bitcoin ETFs Update July 1 🚨 Total Net Flows + 2050 #BTC  ($129m) Highlights: Fidelity + 1030 BTC Bitwise + 650 BTC Ark +205 BTC GBTC + IBIT /w 0 Flows https://lnkd.in/dYfFSgrC ~~~ #finance #web3 #FED #investors #interestrates #crypto #inflation #startups #stocks #wallstreet #IPOs #QT #VCs #bitcoin #Ethereum #ETFs

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🌍 Russia Proposes Bitcoin as a Strategic Reserve Asset Russian State Duma Deputy Anton Tkachev has suggested creating a national Bitcoin reserve as a means to diversify financial assets and reduce reliance on traditional currencies. With Bitcoin recently surpassing $100,000, the proposal emphasizes its potential as both a store of value and a tool for international trade amidst geopolitical challenges. This initiative aligns with a broader trend of countries exploring digital assets to strengthen economic independence and adapt to evolving global financial systems. https://lnkd.in/eWpvG3ug #Russia #Bitcoin #DigitalAssets #EconomicPolicy #CryptoAdoption #FutureOfFinance

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Informative chart, but #startup valuations are much different here in Israel In the US, a significant amount of money is being poured into #AI, and there is A LOT of hype around the space In Israel it’s a different situation right now partially because of the geopolitical situation…and the inflow of new money into Israeli AI startups is significantly lower, resulting in valuations that are not on par with those in the US However, this presents a good opportunity for investors… Lower valuations, driven by a lack of demand, make Israel a potential hotspot for those seeking good opportunities So, there's a unique investment opportunity right now in the startup sector here in Israel Agree/disagree? Let me know in the Comments section below! Safra-Tech #venturecapital #startupnation #generativeai

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Don’t Count Tether Out! A New Solution Amidst Europe’s Regulatory Shakeup As MiCA regulations tighten the stablecoin market in Europe, Tether is developing a new solution to keep USDT in the game. With Coinbase planning to delist non-compliant stablecoins like USDT by the end of 2024, this move could reshape the landscape for crypto users across the EU. In this article, I dive into: 🔹 Tether’s upcoming solution for Europe 🔹 The latest from PayPal (PYUSD), Ripple (RLUSD), Visa, and BlackRock 🔹 The growing need for decentralized stablecoin options to avoid CBDC control. Check out the full breakdown to see how the stablecoin market is evolving! 👇 https://lnkd.in/g6Ng_gQG #Tether #MiCA #USDT #Stablecoins CryptoRegulation #Fisheez #PYUSD #Ripple #Visa #BlackRock #Blockchain #Decentralization

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The latest IMF report on Bitcoin mining by Shafik Hebous and Nate Vernon-Lin contains several basic errors and as such, the report comes under the category of misinformation. https://lnkd.in/d5wvTjfD Mistakes include 1. IMF's own source data show that AI's share of energy consumption and CO2 emissions is increasing, which cryptocurrency's share is decreasing. However, they go on to propose a tax on crypto but not AI. (see chart below) 2. Citing CCAF's statistics on Bitcoin emissions, even though CCAF's own website acknowledges that their data has not been updated since Jan 2022 and is currently significantly overstating emissions. 3. Building their conclusion on the work of authors such as Mora et al and Alex de Vries, who's work has been discredited in peer reviewed research multiple times. (Cambridge Judge Business School, Sai and Vranken) 4. Ignoring the scientific consensus (9 of the last 10 papers published), World Economic Forum reporting (3 case studies highlighting positive environmental externalities), 5 independent whitepapers, and first hand experience of grid operators such as Brad Jones (who ran both ERCOT and NYISO) who confirm Bitcoin mining has a net decarbonizing impact on grids, helps the renewable transition and makes their operations more profitable. 5. Ignoring independent analysis from the Digital Assets Research Institute which showed Bitcoin is now the world's most sustainable energy driven industry, with 56.5% sustainable energy, rising 3.5% per annum. By contrast the banking and financial services sector, of which the IMF is part, uses ~38% sustainable energy, rising 0.5% per annum. 6. Failure to mention that Bitcoin projects such as Gridless in Africa have already supported multiple strategic objectives, which IMF claim on their website are strategic goals of theirs, such as supporting renewable microgrid development, energy independence and energy abundance in developing nations. (Notably: Bitcoin projects have achieved this without imposing a debt-burden on those benefitted). 7. Disclosure statement lacking: The IMF is developing its own CBDC. CBDCs represent a directly competing vision of the future of digital currency to Bitcoin. While this does not mean that the errors by the authors were made knowingly, it is a conflict of interest, and as such should be declared in your report. Due to these fundamental flaws, this report and its conclusions should be disregarded by policymakers and regulators until these errors are resolved. To the authors Shafik Hebous and Nate Vernon-Lin, I would encourage you in future to refer first to the newly formed Bitcoin Research Institute, who was set up to help eliminate basic errors in Bitcoin commentaries and improve the robustness of research done into Bitcoin.

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👉 Are you ready for the BananaZone? - The US Liquidity Cycle (Advanced 9 months) and the US Treasury 10-2 Year Yield Curve, 2005-23 https://lnkd.in/dVd9GpwH ~~~ #finance #web3 #FED #investors #interestrates #crypto #inflation #startups #stocks #wallstreet #IPOs #QT #VCs #bitcoin #Ethereum #ETFs

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We are in a golden era of token design. More from a16z crypto regarding the opportunity ahead of us in #web3 tokens: “The good news is that there is now a pathway for constructive engagement with regulatory agencies and legislation that can bring regulatory clarity. You should now all feel empowered to explore all of the groundbreaking products and services that blockchains enable, including tokens. While we’ll likely have greater flexibility to experiment, we can’t forget that the fundamental regulatory principles applicable to blockchain systems remain unchanged. This means that “where there is trust, there is regulation” still applies. So, you should continue to focus on removing centralized aspects or dependencies on trust within your projects, as these are the areas that continue to attract regulatory scrutiny.” https://lnkd.in/eNshXMeP

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S&P Global sees big potential in Tokenized Real-world Assets Couple of Key Take-Away's 🤔 1. "One of the biggest benefits of RWA tokenization is enhanced liquidity, the agency noted." ... but not so fast. 😣 2. "While he sees tremendous potential in the RWA sector, O’Neill noted that in the short term, “interoperability challenges will limit the growth of tokenization.” 3. " Currently, regulatory challenges are the biggest barrier to tokenization, O’Neill noted, which have thus far “inhibited adoption, particularly for U.S. banks" 🤔 4. “Investors need to access the blockchains on which the tokenized assets are built,...including the use of private permissioned blockchains shared between a network of partner institutions, public blockchains, and cross-chain communication technologies to allow different private and public chains to interact while mitigating security risks.” 💡 #korechain #blockchain #RWA #tokenization

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Tradeleaf $TLF Token crosses $19 million valuation in 45 days since listing, up +1163% #tradeleaf #blockchain #defi #tradfi #rwa #tokenization #crypto #bitcoin

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🌟 Exciting News: Ethena Adopts Fee-Sharing Proposal for $ENA Token Holders! 🌟 Ethena, the issuer of the fully collateralized stablecoin, $USDe, has introduced a groundbreaking fee-sharing proposal for its native token, $ENA. This move opens new doors for $ENA token holders by allowing them to earn a share of Ethena’s protocol fees. The newly adopted proposal is designed to: 🔗 Strengthen $ENA’s utility within the ecosystem. 💰 Reward token holders for their support and involvement. 🚀 Drive long-term growth and engagement for the platform. As Ethena continues to innovate in the DeFi space, this fee-sharing mechanism represents a significant step forward in aligning protocol success with token holder benefits. It’s not just about stablecoins anymore—it's about creating a holistic, value-driven ecosystem. What does this mean for the DeFi community? Ethena’s move could inspire similar protocols to explore fee-sharing models, setting a new standard for incentivizing participation and creating value for users. What are your thoughts on Ethena’s initiative? Could fee-sharing models become a defining feature of DeFi tokenomics? #DeFi #ENA #USDe #CryptoInnovation #Tokenomics #Blockchain

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