Derivatives at @Coinbase • Research covered by @Nasdaq @YahooFinance @MktsInsider • Prev @BlockwareTeam • All views expressed are my own
Chicago, IL
Joined May 2014
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Blake Davis retweeted
Users come to Coinbase to keep their money secure. We make sure that stays true.
Secure custody is daily work for us, not a one-time achievement.
That means 1:1 backing, >99% of funds in offline cold storage today, audited financials, key splits, no single points of failure and so much more.
Find out about that so much more here ↓
coinbase.com/blog/how-coinba…
Blake Davis retweeted
First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.
Blake Davis retweeted
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
Blake Davis retweeted
Single stock perps are coming to America.
Coinbase has filed to list the first set of single stock perpetual futures in the US.
Building on the progress of our live US perps market, we’re working to bring liquid, 24/5 exposure to individual stocks in the US for the first time.
Blake Davis retweeted
Bitcoin is pausing at the AVWAPs from the all-time high.
No surprise.
Could act as a major launchpad if a breakout comes...
Blake Davis retweeted
Currently the largest weekly rise in BTC since the beginning of last bull market coming out of 2022. Sentiment is low, Bessent is quoting Satoshi in posts, Tech Momentum Vol is at 45 year highs and AI agents are about to change the global economy measurements while the new Fed Chair has five task forces to restructure the way monetary policy is done leaving academic economists lost while the Treasury Sec is doing unconventional interventions to stop the old system from breaking. As Michael Saylor says, you don't find Bitcoin, Bitcoin finds you. Going to be a fun video this weekend.
Blake Davis retweeted
BREAKING: July PPI Inflation falls to 4.7%, below expectations of 4.9%.
Core PPI Inflation fell to 4.2%, in-line with expectations of 4.2%.
Month-over-month PPI inflation was flat, at 0.0%, the first such reading since June 2025.
The odds of rate hikes are declining further.
Blake Davis retweeted
The current bull market is 3.8 years old.
As we've noted many times, once a bull gets to three years old, they usually last many, many more years. This one isn't looking any different than history.
Blake Davis retweeted
Most people don't realize how big of a growth wave we are currently experiencing.
So far, with 88% of S&P 500 companies reporting earnings, the index has posted +50.4% growth in earnings year-over-year.
To put this into perspective, the already astronomical expectation of +23.1% growth has been more than doubled.
This will mark the 2nd consecutive quarter of earnings growth above +25% and the 7th consecutive quarter of double-digit earnings growth for the S&P 500.
The last time growth was this strong was in Q2 2021 as the US economy emerged from the pandemic and $4+ trillion in stimulus was handed out.
We are arguably in the midst of the biggest technological revolution in US history.
The data is absolutely insane.
Blake Davis retweeted
EARTHSET.
April 6, 2026.
Humanity, from the other side. First photo from the far side of the Moon. Captured from Orion as Earth dips beyond the lunar horizon. Photo: NASA
Blake Davis retweeted
JOIN @BitcoinMagazine & @BlockwareTeam for a discussion on #Bitcoin mining, macro & the hashrate outlook in 2025! ⚡️
RSVP & TUNE IN 🎧👇
nitter.gq/i/spaces/1lDGLlMqAjyGm
Blake Davis retweeted
Can’t speak highly enough about @BlockwareTeam @BlockwareIntel @BlakeDavis50 @mitchellaskew and all the help they given me to help get me started on my #Bitcoin mining journey! If you are new to all this like me and are interested, they are definitely your best path to get started!!! #Bitcoin #BitcoinMining
Blake Davis retweeted
Blockware is deploying immersion miners with the newest technology from MicroBT right now - act quickly to join this deployment! The M66s mining rigs will be deployed at a world-class immersion mining facility to bring you a new opportunity to mine #Bitcoin efficiently. The go-live date will be within 4 weeks from today in West Texas, USA and the machines are already en-route to the facility. We have a few miners left on this deployment, reach out immediately for an opportunity to mine efficiently for this Bitcoin Mining cycle and beyond leveraging the benefits of immersion.
M66s mining rig specs:
-288 TH/s (up to 330 Th/s when in “high performance mode”)
-19 W/Th
Immersion has a few notable advantages over air-cooled mining:
-Heat / Weather/ Humidity Resistance
-Greater Up-Time
-Longer Machine Lifespan
-Ability to overclock
*We are the only service provider in the sector that offers liquidity on your mining rigs and hosting contract through our innovative hashrate marketplace. At anytime during your mining contract with Blockware, you can sell your miner packaged with its hosting contract for Bitcoin to a net new buyer. Enjoy the long term benefits of mining with the flexibility of being able to sell your miner at anytime.*
Blake Davis retweeted
This week's Blockware Intelligence Newsletter is live!
We cover:
- ETFs
- Macro
- #Bitcoin On-Chain
- Bitcoin Mining
Check it out!👇
newsletter.blockwareintellig…
Blake Davis retweeted
🚨We just published our final report of the year: A 2024 #Bitcoin and Macro Forecast
- Recession?
- $100,000 BTC?
- Hashprice Bull Market?
Check it out!👇
blockwaresolutions.com/s/Blo…
Blake Davis retweeted
🚨Weekly newsletter is live!
We cover:
- #BTC $44,000🚀
- @RiotPlatforms acquiring $290.5m of ASICs
- @Swan raising and deploying $200m
- Rising miner revenue & TX fees
Check it out!👇
open.substack.com/pub/blockw…
