/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

McKenna

@crypto_mckenna
20 posts
2026-02-06
It may be the worst sentiment I've seen since FTX.
2026-02-06 View on X
Wall Street Journal

Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year

Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October

It may be the worst sentiment I've seen since FTX.
2026-02-06 View on X
Bloomberg

Why this is the worst crypto winter ever: AI crowds out BTC for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, and more

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe.  Sometimes it's us …

2026-02-05
It may be the worst sentiment I've seen since FTX.
2026-02-05 View on X
Bloomberg

Bitcoin falls to ~$66K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall

Bitcoin slumped below $70,000, a level last seen 15 months ago, as a broad risk-off sentiment engulfed global markets.

It may be the worst sentiment I've seen since FTX.
2026-02-05 View on X
Bloomberg

Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more

and delivered. A few who stayed to push “adoption” got rich.The Plebs got smoked In the meantime China caught up with AI. The rest is just shaving.Mario S. /@covered_call:According...

2025-06-27
Dinari has secured the very first broker-dealer license approved by FINRA and SEC for the trading of tokenised equities and ETFs 1:1 backed. The is the first company that can now offer tokenised US equities to US citizens. This is a massive deal. https://www.reuters.com/...
2025-06-27 View on X
Reuters

Dinari, which offers blockchain-based US stocks, secures a broker-dealer registration to become the first tokenized equity platform to secure approval in the US

Dinari, a startup that offers blockchain-based U.S. stocks, has secured a broker-dealer registration for its subsidiary …

2024-05-15
Why would the Chief Scientist at OpenAI leave when it's clearly the central hub for the frontier? Why would Altman be removed as CEO and be reinstated later on? All of this is incredibly strange and suspect.
2024-05-15 View on X
CNBC

Ilya Sutskever says he will leave OpenAI to work on a “personally meaningful” project; Director of Research Jakub Pachocki will become OpenAI's chief scientist

OpenAI co-founder Ilya Sutskever said Tuesday that he's leaving the Microsoft-backed startup.

2023-08-29
OpenAI founded on the principles of open source and dedicated to be a non-profit to best align incentives for AGI development. Now will not even released the architecture of GPT-4 and offering Enterprise grade solutions. This should end well.
2023-08-29 View on X
TechCrunch

OpenAI launches GPT-4-powered ChatGPT Enterprise, with improved privacy, performance, and data analysis features; pricing is “dependent on each company's usage”

but is it playing catch-up? X: Andrej Karpathy / @karpathy : Imo the productivity amplification here is so large that organizations should be thinking about it as a basic work tool...

2023-06-07
This is why I moved to the UAE. Calculated all this long before. Nation State Game Theory does not make sense for Western Nations. Emerging Nations will be the most accommodating to crypto which the UAE has already proven to be. https://twitter.com/...
2023-06-07 View on X
Bloomberg

A look at the similarities and differences between the SEC's lawsuits against Coinbase and Binance, as the SEC views every crypto exchange in the US as illegal

SEC v. Crypto  —  “A decent rule of thumb,” I wrote in March, “is that all cryptocurrency exchanges are doing crimes …

2023-04-20
Evidence of the beginning capitulation of crypto companies recognising the US is not accommodating to crypto in any capacity. Strange that the super power with the world reserve currency is not accommodating to something that disrupts their power. Who would have thought? https://twitter.com/...
2023-04-20 View on X
Fortune

Coinbase says it received a license to operate in Bermuda; source: the company plans to launch an offshore derivatives exchange in Bermuda as soon as next week

Coinbase has received a license to operate in the off-shore haven of Bermuda, signaling that the company is doubling-down on plans …

2023-04-04
The Arbitrum team made a big mistake with AIP-1. However, they are not going to nuke their reputation over a single proposal. I remain optimistic on an immediate resolution.
2023-04-04 View on X
CoinDesk

After a revolt, the Arbitrum Foundation plans to break up its controversial governance package into separate votes, including on its 750M ARB token allocation

Nothing here is intended to minimize that there was very clearly a shortfalling in communication. Danny Nelson / CoinDesk : Arbitrum's First Governance Proposal Turns Messy, With $...

2023-04-03
The Arbitrum team made a big mistake with AIP-1. However, they are not going to nuke their reputation over a single proposal. I remain optimistic on an immediate resolution.
2023-04-03 View on X
CoinDesk

After an uproar, the Arbitrum Foundation plans to break up a controversial governance package into separate votes, including on its 750M ARB token allocation

Arbitrum will hold a standalone vote on its 750 million token allocation.  —  Join the most important conversation in crypto …

2023-03-13
Look like unfortunately Euler Finance has been hacked for 8.89M DAI and 8,080 WETH. Team should be on it right now. https://etherscan.io/...
2023-03-13 View on X
The Block

Lending protocol Euler Finance lost $197M in a flash-loan attack, including $136M in stETH and $34M in USDC; Euler raised $32M in June 2022; EUL drops 45%+

- Euler Finance was hit by a flash-loan attack that resulted in a loss of $197 million, according to security analysts.

2023-03-06
Funds are meant to outperform retail. Know some retail traders who didn't even lose this badly. Impressive. https://twitter.com/...
2023-03-06 View on X
CoinDesk

Investor letter: Multicoin's hedge fund had a 91.4% loss in 2022; in November, Multicoin revealed an FTT position and that 10% of its assets were stuck on FTX

2023-01-21
The bankruptcy of Genesis has most likely been priced in. The key psychological factor influencing the market right now is ‘how much worse can it get’ which drives the inclination to bid. Those waiting for drastically lower prices will be left sidelined. https://twitter.com/...
2023-01-21 View on X
Bloomberg

Crypto lender Genesis Global files for Chapter 11 bankruptcy in New York, listing the estimated range for both assets and liabilities as between $1B and $10B

the parent company of Genesis - continue to refuse to offer creditors a fair deal. Fred Walton / @fredwalton216 : 1) Crypto thread on January 19. DCG allegedly has received offers ...

2023-01-20
The bankruptcy of Genesis has most likely been priced in. The key psychological factor influencing the market right now is ‘how much worse can it get’ which drives the inclination to bid. Those waiting for drastically lower prices will be left sidelined. https://twitter.com/...
2023-01-20 View on X
Bloomberg

Crypto lender Genesis Global Capital files for Chapter 11 bankruptcy in New York, listing the estimated range for both assets and liabilities between $1B-$10B

Cryptocurrency lender Genesis Global Capital filed for bankruptcy, the latest firm to collapse in the aftermath of FTX's swift downfall.

2022-12-12
The Binance FUD is getting ridiculous and for it to be shilled by a prev PM is insane. Losing money makes people think in paranoid ways yes self custody is safer. But know this. If Binance goes down like FTX then crypto is finished for 5 years minimum. https://twitter.com/...
2022-12-12 View on X
Wall Street Journal

Mazars' recent Binance “proof of reserve” report only covers a small set of financial data, raising fresh questions about Binance's ability to meet obligations

Crypto exchange has begun releasing data to shore up confidence following collapse of FTX  —  Crypto's Crash Has Been Swift but Largely Self-Contained.

2022-12-05
Some rumours flying around regarding a big default on Maple Finance. Don't think this massively effects the market but showing how counterparty risk is always relevant regardless if you are a sophisticated player or not.
2022-12-05 View on X
The Block

Orthogonal Trading defaults on eight loans to lending protocol Maple Finance, totaling $36M, or ~30% of active loans on the protocol, likely due to FTX exposure

- Orthogonal Trading has defaulted on eight loans totalling $36 million on lending protocol Maple Finance.

2022-09-21
Man not sure what went on here but hacks of this magnitude from elite operations in the space does not inspire confidence. Hope Wintermute manages to recover the funds. https://twitter.com/...
2022-09-21 View on X
CoinDesk

On-chain data: Wintermute, recently hacked for $160M, has $200M in outstanding DeFi debt, including a $92M Tether loan to TrueFi, due to mature on October 15

2022-09-20
Man not sure what went on here but hacks of this magnitude from elite operations in the space does not inspire confidence. Hope Wintermute manages to recover the funds. https://twitter.com/...
2022-09-20 View on X
The Block

Crypto market maker Wintermute says hackers stole $160M from its DeFi operations but the firm remains solvent; in total, 90 assets were stolen, most worth <$1M

- Crypto market making firm Wintermute has been hacked.  — The firm maintains that it is solvent.

2022-09-14
This is incredibly bullish. Arrest warrant out for Do Kwon w/ a Interpol red notice but I always said the bull market would not begin until he is behind bars. https://twitter.com/...
2022-09-14 View on X
Bloomberg

A South Korean court issues an arrest warrant for Terraform Labs founder Do Kwon and five others located in Singapore, after LUNA and UST's collapse in May 2022

A court in South Korea issued an arrest warrant for Do Kwon, the founder of the Terraform Labs cryptocurrency ecosystem …