Get live statistics and analysis of Jeremy's profile on X / Twitter

#bitcoin TradFi escapee

541 following951 followers

The Analyst

Jeremy is a deep thinker and a TradFi escapee who lives and breathes Bitcoin. With a prolific tweeting habit focused on detailed financial mechanisms and market behaviour, he dives into the complexities of Bitcoin adoption versus traditional finance. His analytical nature shines as he unpacks potential futures for ETFs, derivatives, and market dynamics with precision.

Impressions
49.3k-35.8k
$9.24
Likes
217-172
95%
Retweets
1
0%
Replies
8-6
4%
Bookmarks
2
1%

If Jeremy's tweets were any denser, they’d require a PhD and a strong coffee just to get through the first two paragraphs — perfect if you want to clear out followers faster than TradFi clears out portfolios in a crisis.

Jeremy’s biggest win is his early recognition and public discussion of the risks posed by ETF rehypothecation and TradFi market control tactics, showing unmatched foresight in Bitcoin’s evolving landscape.

Jeremy's life purpose is to illuminate the intricate and often hidden influences of traditional finance on the emerging Bitcoin ecosystem, empowering his followers to make informed decisions and understand the long-term implications of financial innovations and regulatory shifts.

He firmly believes in Bitcoin's long-term potential as a transformative financial technology while recognizing the ongoing 'fuckery' and manipulation within TradFi. Transparency, informed discourse, and critical examination of market mechanics underpin his values, alongside a pragmatic acknowledgment of systemic challenges.

Jeremy's greatest strength lies in his ability to dissect complex financial topics into insightful theses grounded in real market data and thoughtful risk assessment, making him a trusted voice for serious crypto enthusiasts and market watchers.

His highly detailed and technical style may intimidate casual followers or newcomers to Bitcoin, potentially limiting his audience to only those already versed in financial jargon and concepts.

To grow his audience on X, Jeremy should mix his deep-dive analytical content with approachable, bite-sized explainers and engaging visuals. Collaborating with influencers who simplify crypto concepts could help him bridge the gap to a broader audience and boost engagement.

Fun fact: Jeremy has been calling out the risks of rehypothecation and financial market antics a decade ago, proving his foresight and deep understanding of TradFi's impact on new financial technologies.

Top tweets of Jeremy

There are two ways to rehypothecate #bitcoin and IMO TradFi will eventually try both. 1) Coming soon rehypothecation of ETF shares that will absorb more demand then spot market would otherwise. This is what everyone cheering cross collateralization doesn't say. Also any attempt at ETF proof of reserves needs to try to factor in total share rehypothecation using DTCC data, which is not clear cut. 2) Eventually by way of high EFP requirements & changes to their S1s, some ETFs will lend some of their actual coin. In fact this could be done one day to relieve a conceptual stress scenario from #1 above. Either way TradFi will eventually after being a tailwind for the coming cycle become a headwind to #bitcoin price appreciation at least for a future short to medium term perspective. Especially if price discovery moves to some degree to the ETFs, especially if derivatives markets grow to be many times the size of the spot market and the tail begins to exert it's will on the dog. One reason this could happen quicker than people think is because there isn't enough spot borrow to arb a potentially much larger derivatives markets with the spot market prior to ETF share rehypothecation, soon there will be. If 2022 proved anything it is a death sentence to naked rehypothecate spot #btc. That is why I expect TradFi to use high barriers to EFP (already in place) and a TradFi wrapper backed by force majeure contingencies (already in place), ability to turn off buys (i.e. GME) & ultimately support from the Fed (already in place for all DTCC solvancy scenarios). To be clear this does not kill #btc and it does not impact the functionality of the network for those holding their own keys. But if the above does play out some day, the only way to break free from the scenario is for continued protocol level adoption (not TradFi wrappers). If not #bitcoin for all of its advantages becomes gold from a price perspective. And a gold that no BRICs nation will want to monetize ahead of their existing gold bags. I'm no bear and I'm dedicated to #bitcoin for the long game at play. But we can't fight (or compete) with that which isn't discussed. If anyone thinks I've missed something, happy to discuss to improve upon my thesis.

11k
Reposted @CaitlinLong_

😂 -- the hypocrisy knows no bounds!

55k
Reposted @CynthiaMLummis

Add this to the reasons why a Strategic Bitcoin Reserve is the wisest thing we can do to shore up USD. It secures our d…

84k
Reposted @GoldTelegraph_

BREAKING NEWS THE INTERNATIONAL MONETARY FUND IS WARNING THAT THE EROSION OF TRUST IN CENTRAL BANKS CAN BOOST INFLATI…

33k
Reposted @zerohedge

*POWELL: FED WOULD LOSE CONTROL OF RATES IF IOR WERE ELIMINATED Translation: banks need trillions in taxpayer subsidies ind…

124k
Reposted @elonmusk

@zerohedge True. That is why Bitcoin is based on energy: you can issue fake fiat currency, and every government in history…

2M
Reposted @GlobalUpdates24

BREAKING – Burkina Faso has earned $18 billion from Gold mines since Ibrahim Traoré became leader t.co/dLhC3r

5M
Reposted @Leishman

The Coinbase vision is to turn the world into a casino while pretending otherwise. Spiritually adrift.

27k
Reposted @CollinRugg

NEW: Man accused of killing his daughter's rapist is running for sheriff, the same office that arrested him last October.…

6M

Most engaged tweets of Jeremy

There are two ways to rehypothecate #bitcoin and IMO TradFi will eventually try both. 1) Coming soon rehypothecation of ETF shares that will absorb more demand then spot market would otherwise. This is what everyone cheering cross collateralization doesn't say. Also any attempt at ETF proof of reserves needs to try to factor in total share rehypothecation using DTCC data, which is not clear cut. 2) Eventually by way of high EFP requirements & changes to their S1s, some ETFs will lend some of their actual coin. In fact this could be done one day to relieve a conceptual stress scenario from #1 above. Either way TradFi will eventually after being a tailwind for the coming cycle become a headwind to #bitcoin price appreciation at least for a future short to medium term perspective. Especially if price discovery moves to some degree to the ETFs, especially if derivatives markets grow to be many times the size of the spot market and the tail begins to exert it's will on the dog. One reason this could happen quicker than people think is because there isn't enough spot borrow to arb a potentially much larger derivatives markets with the spot market prior to ETF share rehypothecation, soon there will be. If 2022 proved anything it is a death sentence to naked rehypothecate spot #btc. That is why I expect TradFi to use high barriers to EFP (already in place) and a TradFi wrapper backed by force majeure contingencies (already in place), ability to turn off buys (i.e. GME) & ultimately support from the Fed (already in place for all DTCC solvancy scenarios). To be clear this does not kill #btc and it does not impact the functionality of the network for those holding their own keys. But if the above does play out some day, the only way to break free from the scenario is for continued protocol level adoption (not TradFi wrappers). If not #bitcoin for all of its advantages becomes gold from a price perspective. And a gold that no BRICs nation will want to monetize ahead of their existing gold bags. I'm no bear and I'm dedicated to #bitcoin for the long game at play. But we can't fight (or compete) with that which isn't discussed. If anyone thinks I've missed something, happy to discuss to improve upon my thesis.

11k
Reposted @CaitlinLong_

😂 -- the hypocrisy knows no bounds!

55k
Reposted @CynthiaMLummis

Add this to the reasons why a Strategic Bitcoin Reserve is the wisest thing we can do to shore up USD. It secures our d…

84k
Reposted @GoldTelegraph_

BREAKING NEWS THE INTERNATIONAL MONETARY FUND IS WARNING THAT THE EROSION OF TRUST IN CENTRAL BANKS CAN BOOST INFLATI…

33k
Reposted @zerohedge

*POWELL: FED WOULD LOSE CONTROL OF RATES IF IOR WERE ELIMINATED Translation: banks need trillions in taxpayer subsidies ind…

124k
Reposted @elonmusk

@zerohedge True. That is why Bitcoin is based on energy: you can issue fake fiat currency, and every government in history…

2M
Reposted @GlobalUpdates24

BREAKING – Burkina Faso has earned $18 billion from Gold mines since Ibrahim Traoré became leader t.co/dLhC3r

5M
Reposted @Leishman

The Coinbase vision is to turn the world into a casino while pretending otherwise. Spiritually adrift.

27k
Reposted @CollinRugg

NEW: Man accused of killing his daughter's rapist is running for sheriff, the same office that arrested him last October.…

6M
Reposted @LawrenceLepard

LBMA Silver force majeure? Can you imagine? I knew you could.

54k

This cycle is missing @FossGregfoss, the community needs your content. Hope to see you back.

14

People with Analyst archetype

The Analyst

一切都是自己的选择。拥抱加密行业是最正确的那个。

2k following28k followers
The Analyst

chill dude | @zscdao member | ladies favorite | not a @Polymarket gambler ( well maybe a tiny bit ) | welcome my dm

726 following358 followers
The Analyst

Leverage AI-powered analytics to optimize your strategy on @Polymarket

444 following11k followers
The Analyst

InfoFI Degen | Writing about Web3 & Prediction Markets | DM for Promo & Collabs | PFP by @snooziesNFT | @zscdao member | Trading @Polymarket

1k following4k followers
The Analyst

Alfa Hunter | Prediction Markets | Web3 Gaming | Researcher | Сontent Сreator | Bullish on @polymarket | @zscdao

309 following963 followers
The Analyst

perp trading to earn, coding for passion

344 following766 followers
The Analyst

For data professionals ready to move from data analysis to business impact and unlock their next career level.

38 following60 followers
The Analyst

喜欢尝试新产品,日常钻链上地址兔子洞 ,发现新的叙事逻辑会很兴奋 向大噶学习٩(˃̶͈̀௰˂̶͈́)و #DATAMINER

928 following16k followers
The Analyst

old Chromium/Node.js/Wasm/WebRTC dev, PLT fu(a)n, C++/Java/Python pro, Rust/Kotlin/Zig/Mojo newbie, Typed DSL/Pipeline/DAG, AOT, effects, compilers

4k following687 followers
The Analyst

🗺️jonathandunnett.com 🛣️enableleaders.com 🌍cifellows.com/jonathan-dunne… Venture Fellow @ventureco_op

5k following3k followers
The Analyst

Tracking market moves so you don’t have to. Follow for daily breakdowns on stocks, crypto, earnings, and momentum. Your #1 source for financial news 🥇

945 following4k followers
The Analyst

Data scientist, engineer, father, husband, Shrek look-alike, Appalachian Not straight outta Compton, straight out the trailer

515 following1k followers

Explore Related Archetypes

If you enjoy the analyst profiles, you might also like these personality types:

Supercharge your 𝕏 game,
Grow with SuperX!

Get Started for Free