CD81: shitcoin apocalypse, macro environment, self custody all time high, bitcoin fundamentals with @DylanLeClair_ and @_Checkmatey_
Citadel Dispatch
Bitcoin Is Not a Peg, It's a Closed End Fund
Barry and DCG were in the perfect position. They were just minting fucking management fees on GBTC. People assumed that this thing was going to go back to a zero discount. And it just didn't. The reason that DCG is trying to sell coin desk is because they want to create a great scale as much as possible. Every single day prints 30 Bitcoin and fees. That's essentially been the winner maker of this cycle.
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