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👀 Crypto's drop-everything-you're-doing moment

👀 Crypto's drop-everything-you're-doing moment

PLUS: ETH futures ETF are coming... now

Alex M.
September 29, 2023

GM everyone. This is 2036, the crypto newsletter that pays you.

Today is Favorite Friday, where we serve up the resources we most enjoyed this week 🍲.

So if you're looking for content to dig into this weekend, this is your list...

🥢 Our Favorite Resources

What we most enjoyed this week

1/ Money Printing, AI & Crypto - Arthur Hayes

What’s the greatest thing in crypto?

A new Arthur Hayes essay.

What’s an absolute drop-everything-you’re-doing thing in crypto?

A new Arthur Hayes video.

Arthur typically writes banger essays. But he recently spoke at the world’s largest crypto conference. And he brought his A-game 🏅

He breaks down:

Why the next bull market could be the biggest since World War 2 (two simultaneous bull markets will take place: one in liquidity, one in technology)
Why AI will need crypto
What shitcoin he’s buying to profit from this trend

… all in 15 min.

Just watch it.

2/ Crash or Boom Summary - Raoul Pal

In his talk above, Arthur references the recipe for GDP growth: population growth + productivity + debt growth.

And who did he get it from? Raoul Pal.

Raoul Pal just wrapped up a 2-week video series on how to profit from the upcoming crash or boom.

The whole thing is behind a paywall, but the summary is free on YouTube.

You can find it here.

It’s like we can’t disconnect AI from crypto anymore…

And the biggest AI news this week besides ChatGPT being connected to the Internet was Mark Zuckerberg’s Meta presentation:

3/ Everything you need to know from Meta Connect 2023

Meta held an event this week to introduce a bunch of new products and features.

Like an Apple Event - but for Meta.

You can find the full thing here.

Here’s the 10-minute summary. And here’s the 2-minute snippet of the coolest moment.

They announced the new Meta Quest 3 - a virtual reality headset.

But they also released the latest version of their RayBan Augmented Reality (AR) glasses.

Robert Scoble, one of the biggest voices in technology, thinks we’ll all be wearing these glasses within 3-10 years.

No matter what you think of Zuckerberg - the guy’s making moves.

Meta is one the last major tech companies that’s founder-led.

And if you want the full breakdown from Mark himself, this week, he also did the first-ever podcast interview in the Metaverse…

4/ Mark Zuckerberg on the Lex Friedman Podcast - In the Metaverse

You gotta watch this - even for just a few minutes.

It is incredibly realistic. Mark and Lex appear almost real.

This could be the next iteration of the Metaverse.

👀

🐦 A couple of Tweets we found interesting

The best of the bird

There it is -- The percentage of Bitcoin supply held by long-term holders just officially reached its highest level ever at 76.09%.
— Will Clemente (@WClementeIII)
1:43 PM • Sep 28, 2023

After using privy and bot-generated wallets in Telegram over the past few months, I feel as though I've entered a new dimension -- one where I can simply *will* financial transactions to occur
The feeling is so wonderful, my clothes fall off and I'm suddenly... 🧵👇
— redphone ☎️🧙🏻‍♂️ (@redphonecrypto)
3:53 AM • Sep 29, 2023

🚨SCOOP: Tomorrow @ValkyrieFunds will begin offering exposure to #ETH futures through its newly combined Bitcoin and Ether Strategy ETF, making it the first U.S. firm to allow investors to bet on the future price of the second largest digital asset.
We’ll have Valkyrie CIO… twitter.com/i/web/status/1…
— Eleanor Terrett (@EleanorTerrett)
6:59 PM • Sep 28, 2023

$ETHE
— Quinn Thompson (@qthomp)
4:17 PM • Sep 28, 2023

King Dollar
— Charlie Bilello (@charliebilello)
7:46 PM • Sep 28, 2023

BEEP.
Money is slow. Too slow.
Where is the Money Truck going? Nowhere fast, but you’ll see tomorrow…
— Coinbase 🛡️📞 (@coinbase)
5:02 PM • Sep 26, 2023

Are We Getting Close To A Bull Market?🐂
I am more optimistic about the future of Crypto/DeFi than I've ever been.
4 charts showing that the market and crypto adoption is in a much better place than you might think👇
----------------------1️⃣----------------------
Ethereum +… twitter.com/i/web/status/1…
— Thor⚡️Hartvigsen (@ThorHartvigsen)
11:06 AM • Sep 26, 2023

how should we think about $COIN?
is @coinbase a slow-moving incumbent or a innovative industry leader? 🧵
— Michael Rinko (@mrink0)
6:01 PM • Sep 13, 2023

Base doing ~$200k/week in profit.
Will be fun to watch Wall Street realize that Coinbase is no longer just a trading platform.
— Yano 🟪 (@JasonYanowitz)
3:08 PM • Sep 25, 2023

Lots coming in October:
* BTC spot ETF deadlines - Grayscale, Blackrock etc.
* ETH futures ETF deadlines
* Coinbase vs SEC move to dismiss deadline
Feels like we could bounce hard
— Mando (@rektmando)
6:29 PM • Sep 25, 2023

In the depths of this painful crypto bear market, it’s easy to forget why we are here
Last week’s Messari Mainnet conference provided an oasis of hope — and a clear call to action — to usher the next wave of healthy adoption
10 takeaways (and why I’m as bullish as ever):
1/20
— VivekVentures.eth 🦇🔊 (@VivekVentures)
2:18 AM • Sep 25, 2023