Daniel Hinton (@DanielLHinton) header
Daniel Hinton (@DanielLHinton) profile picture

Christian | Head of Capital Markets @UTXOmgmt | @UTXOracle | #RollTide | #HODL Previous: @sFOX npub1c5w4cwt5twa4826s09r74c7xj4ssvc870h0sks99rmq2fnuhm69sznvnzd

Nashville, TN
Joined May 2011
Photo by Daniel Hinton (@DanielLHinton)Photo by Daniel Hinton (@DanielLHinton)Photo by Daniel Hinton (@DanielLHinton)Photo by Daniel Hinton (@DanielLHinton)Photo by Daniel Hinton (@DanielLHinton)Photo by Daniel Hinton (@DanielLHinton)Photo by Daniel Hinton (@DanielLHinton)Photo by Daniel Hinton (@DanielLHinton)Photo by Daniel Hinton (@DanielLHinton)Photo by Daniel Hinton (@DanielLHinton)
Was an absolute pleasure to bring the @UTXOracle concept to @PrestonPysh's audience and the @TIP_Network. Thank you very much for having us!
On #BitcoinFundamentals, @PrestonPysh talks with @DanielLHinton and @SteveSimple about potentially solving the #Bitcoin Oracle Problem with the US Dollar. Watch: youtu.be/16_DkYHWavQ Listen: link.chtbl.com/BTC150
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1) End the war 2) Focus on cost of living/inflation 3) Put America First 4) Change our relationship to Israel If only it were that simple...oh wait, it is.
One of the things the data analysts on our side obsessed over was "composition"—whether the electorate looked close enough to 2024 for Republicans to win. And despite polls that showed a Democrat blowout, the data kept on telling us the same story: in some states turnout was merely OK, in other states it was downright amazing, and in no state was it catastrophic. There was a genuine sense of optimism on our team: our people were showing up. So, I asked the smartest data guy I know, does that mean we're going to shock the world? "No," he told me. "We might do better than the polls suggest. But the data is telling us that a lot of Trump/Vance 2024 voters are pissed and planning to vote for the other guys. Our voters are turning out, but they may not vote for us." Well, that looks prophetic now. Our voters did show up. In Florida, for example, the electorate was 9 points more Republican than Democrat, just a couple points worse than 2024. Undoubtedly there were places we could have done better on turnout. But the main problem is not turnout. The main problem is that many people who voted for Trump/Vance in 2024 voted for Democrats in 2026. There will be a lot of infighting and arguing over what happened and why that is. One of the pollsters I really respect told me that our economic messaging wasn’t sharp enough down the stretch. I’m sure that’s true. But the real reason we lost is obvious to almost everyone. Another pollster—one of the smartest people I know in politics, told me yesterday we’d lose the generic ballot by 13 points. I felt negative going into Tuesday, but even I was shocked by this. In his polling, he saw that a lot of Trump 2024 voters were angry and planning to vote for Democrats. He asked those voters who had abandoned us what would cause them to come back on our team. The top four answers, accounting for nearly all of the responses were: 1) End the war 2) Focus on cost of living/inflation 3) Put America First 4) Change our relationship to Israel Our voters showed up. And the above four reasons are why many of them voted for Democrats. This is according to a pollster who nailed the results. While many spent Monday attacking Rachel Campos Duffy for calling for a diplomatic resolution to the conflict, it turns out her political advice was sound. (She’s also a great person.) In the next few months, there's going to be a lot of gaslighting. Expect to hear any number of establishment politicians say the solution to our woes is amnesty. I'm open to the idea that we should change enforcement—by focusing more on businesses that hire illegal labor, for instance. But anyone pushing amnesty is lying to you. The reason we lost is the war. The president himself said so last night. If you'd like to argue it was worth it, that losing the Senate for the next 6 years was worth it, then do so. Argue it was a worthwhile cost to pay. Agree or disagree, that's at least honest. But everyone knows why we lost. And any honest conversation about where we go from here must start there. I remain hopeful about our country. To the people who are pissed off and want to say, “I told you so”: you’re right, you did tell us so. Take that energy into electing Republicans who share your worldview. To the people who are just pissed at the results, you should be. Let’s take that anger and get back to the work of saving our country.
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Daniel Hinton retweeted
Plenty of reasons for Bitcoin to retrace to the low 60s: cybersecurity incidents, global chaos. It didn't. Spot ETF flows picked up, with @phongle and @saylor not even in the market. @tylev on why "the bear market's over" is the narrative gaining ground. (@watchbmtv, Sep 18)
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Preferred equity paying 12-13% looks pretty amazing compared to traditional real estate deals. Who in their right mind would sign up for 6.17% *before* interest and tax when these alternatives are available? $STRC , $SATA, solana:26j97ZBGjaEZNzqZ3eSqKqPLZwS45aYp5BobLRQVpump
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A depositary receipt is how an American buys Nintendo. Hundred-year-old plumbing, so boring that no custodian has to think twice about it. Point one at spot Bitcoin and it lands in the brokerage account investors already have, next to the Amazon stock they already hold. At that point the phrase "Bitcoin institution" takes on a whole new meaning. Hear from @daniellhinton and @hillery_dan of @UTXOmgmt with @docsofduke. BFC Hong Kong Symposium, @BitcoinConfAsia
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Might make sense to get some in case it catches on.
Best Bitcoin commercial I’ve recently seen
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SEC Commissioner Hester Peirce is a national treasure. Imagine the world we could have if all regulators were as excellent as she.
JUST IN: 🇺🇸 SEC Commissioner Hester Peirce calls to end mass KYC data collection, warning it puts crypto holders at risk of phishing and physical attacks. Pierce says the current KYC/AML system creates massive databases of sensitive information that can be hacked, leaked, or exploited. She's pushing for zero-knowledge proofs (ZK proofs) that could verify users meet regulatory requirements without exposing their personal information.
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Treasury companies are building robust, sustainable products that will in all likelihood weather all market conditions. This is very bullish for all those involved.
.@UTXOmgmt's @DanielLHinton on what separates a sustainable Bitcoin treasury from pure leverage: "Rule number one in finance is don't ever be a forced seller." "If you've done something that makes it to where you're not in control of your actions, you've done something wrong, and eventually the market is going to call you out on it."
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A few of my takes for how bitcoin is reacting, where it may go in the near-term, and why it's always good stay nimble when determining which bucket you put bitcoin in.
JUST IN: UTXO Management Head of Capital Markets says we are "at the start of what could potentially be a nice bull run" for Bitcoin. 👀 Bitcoin should be "around the mid-90s and low $100,000" within the next 3-6 months 🚀
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Anarcho-tyranny: a society that fails to maintain basic public safety and order while simultaneously imposing strict, oppressive regulations on law-abiding citizens.
Leftist policy is just extremely strict rules and guidelines for any net contributor to society, and zero enforcement or standards for everyone who harms society and themselves.
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Sell in May and go away.
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The "muted words" feature is the least effective tool ever. Not only does it not keep the chosen word off your timeline I feel like it attracts posts with the muted word. @Support
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Siri, define Anarcho Tyranny
Airport in Spain: "you can't bring this 150ml shampoo with you, I'll have to confiscate it" Border at Ceuta: "what is a passport?"
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"All that’s certain is that I’m done holding back. The best things in life are free — speech being at the top of the list." -Matt Calkins Bravo Matt. “One word of truth shall outweigh the whole world.” -Aleksandr Solzhenitsyn
After 11 years as a sports columnist at the Seattle Times, I have decided to resign. It was entirely my choice, and it was not an easy one. The impetus was the Times declining to run a column I wrote from the perspective of two female student athletes who were opposed to competing against biological males. It was one of several pieces of mine that had been spiked, and I no longer felt like I could properly do my job as a columnist. I lay out the situation in greater detail in the link below, but I want to say that I enjoyed my time with the paper, find the talent there to be immense, and have no animosity toward anyone who works there. It was just time for a change. mattycee.substack.com/p/i-wa…
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Hero
Novak Djokovic in his documentary on why he refused the COVID vaccine: "Because I didn't need it. Why should I get the vaccine? I'm healthy, I'm an athlete. I had corona. I had immunity. I wasn't a threat to anyone. There was no reason for me to get vaccinated. It's my freedom to choose which that fundamental right that you have as a human being on this planet — the freedom to choose — which was taken from a lot of people."
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Nature is healing
Reminder: The WNBA is trapped in the worst position any liberal institution can be in. They have just two options: A) Let biological males compete as women. This is institutional suicide as it would trigger a cascade of copycats. Probability: 0%. B) Define “woman”. This forces them to admit gender is not a feeling. It publicly walks back years of ideology and looks like they never actually believed a word of it. Either choice burns gender ideology to the ground.
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Daniel Hinton retweeted
"Buried in Collateral" Check out @hillery_dan’s latest research report on the market forces driving the STRC recovery—and why STRF is a useful reference point for understanding preferred securities. STRK buybacks next? Read more below 🔽
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Shameful doesn't scratch the surface. Jan. 25: “many people have significant cytokines storm & fever after the 2nd dose, this theoretically could be associated with miscarriage in the 1st trimester” Feb. 3: “Thus far no red flags about pregnant women.” youtube.com/live/HStAQYRreIc…
Neri (and I) had seven miscarriages trying to have a second child during Covid and then the time ran out. WTF was he thinking?
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Will the definition includes either intent or the word woman?
JUST IN: WNBA Commissioner announces the league is meeting to review what a woman is, after multiple former NBA stars announced plans to join the league.
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256-bit (2^256): Entire Observable Universe packed solid with sand 72-bit (2^72), Mk4 / Mk5 / Q): A Grain of Sand 40-bit (2^40, Mk2 / Mk3): A single Dust Mite on that grain of sand ColdCard to hackers: "Skip the universe. Search on only this exact single Dust Mite."
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