Abra retweeted
I am not shocked. Most people are thinking about AGI backwards. This is not a zero sum game. The long game here is creating abundance out of scarcity.
If corporations start buying real enterprise token usage licenses at scale (think wall st, law firms, oil and gas, pharmaceuticals, automotive, governments, etc) AI and related revenue (hardware and services) could quickly 1000x from here.
… and we haven’t even started with robotics or ASI yet.
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices.
Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined.
$100b plus in year-end ARR looks possible again.
How are you thinking about allocating digital assets in your portfolio?
This guide may help you align your investment objectives to your holdings.
abra.com/insights/determinin…
Abra tokenized yield strategies have a diverse range of sources to drive performance, and @Morpho continues to be a great partner to create value for our clients.
Bitcoin yield strategy by @AbraGlobal is powered by Morpho
Morpho is already powering USDaf and ETHaf, Abra is now expanding its its tokenized yield strategy suite with Morpho to earn yield on BTC for its eligible US investors.
With recent hacks resulting in millions of lost assets, it may be helpful to understand custody models and considerations.
We've published this simple guide to help you make the call.
abra.com/insights/who-really…
Did you know that in the borrowing strategies at Abra, $ETH loan collateral generates yield to offset borrowing costs?
Try out the new loan calculator: abra.com/tools/loan-calculat…
When $BTC is ranging like it has, considering a yield strategy could improve your portfolio performance.
Happy Friday. It's never a dull moment. Here's what happened:
- The SEC proposes new custody rules
- More details on the $93M Ledger hardware wallet hack
- $1.2B in ETF outflows as Treasury yields rise
abra.com/insights/crypto-wee…
There are some very bullish hypothesis on $BTC price projections covered in the recent interview with @billbar and @APompliano
Watch the full interview: abra.com/media/bill-barhydt-…
Abra retweeted
I believe the SMA model is the safest way to store your bitcoin, crypto, digital assets, etc today.
Whether you earn yield, stake or just use cold storage it’s the way to go!
abra.com
Abra retweeted
Enjoyed this conversation with @APompliano
We talk about :
The reallocation trade
Digital credit and inflation
The debt spiral vs AI productivity
Tokenization and lending
Abra, AI and the future of crypto
Enjoy!
youtu.be/l4C5rFtBVEU
Digital assets on the corporate balance sheet raise four questions in 2026: custody, accounting treatment, what the policy permits and who signs off. This guide answers each in order for a treasurer or CFO.
abra.com/insights/corporate-…
Are you considering adding $BTC to your balance sheet?
Crypto ETF vs SMA: a spot ETF gives clients fund shares in pooled custody; an SMA gives direct ownership, per-client tax lots and customization.
Compare them side by side and decide how to best invest/custody $BTC, $ETH and $SOL: abra.com/insights/crypto-etf…
In a single week, three U.S. regulators added concrete detail to how digital assets connect with the traditional financial system, and U.S. spot bitcoin ETFs recorded their largest weekly inflow since last October.
Get the recap:
abra.com/insights/crypto-wee…
Abra retweeted
Congrats to my friend @APompliano on the launch of his new book.
Order it today!
Dear friends - I need your help today.
My new book is being published this morning. It contains 50 life-changing ideas that impacted me personally, professionally, or financially.
I promise if you read the book, you will still be thinking about these ideas for months to come.
Order a copy here: amazon.com/How-Live-Extraord…
I don't have a large, traditional publisher. I am not doing a bunch of mainstream media interviews to promote the book.
Instead, I am counting on the power of the internet, plus the high-quality nature of the book, to kickstart viral word-of-mouth.
If you have ever received value from anything I have done, please consider buying a physical copy or getting the audiobook.
I appreciate your support in advance.
Get the book: amazon.com/How-Live-Extraord…
History says Bitcoin likes Q4 according to @scottmelker. See what @billbar has to say:
abra.com/media/bitcoin-up-40…
Abra retweeted
Bill Barhydt on why Bitcoin volatility is muted while alt volatility is extremely high
"I would guess the available traded supply for Bitcoin has shrunk, while the available traded supply for the broader altcoin space has probably increased. And my guess is that probably tracks the leverage change."
"The available Bitcoin relative to the overall pool is much lower, which means the blended leverage in the system is much lower, whereas it's probably as high as it's ever been on alts."
"Which would mean we're going to see a lot more volatility in crypto and a little less volatility in Bitcoin. So far, the last few weeks, that does seem to be playing out."
"Alt volatility is extremely high, and Bitcoin volatility is higher than it was, we had that six sigma day in August, but that aside, it's muted."
Bitcoin Is Up 40% This Quarter - History Says Q4 Gets Even Better nitter.gq/i/broadcasts/1pKkOXvrd…






















