Marco Manoppo

Marco Manoppo

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Something new ... Media @launchy_ Pod https://t.co/q4Fuv4BZqh Prev: Investing @primitivecrypto Research @DAR_crypto

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FTX is set to begin its fourth creditor distribution on March 31, paying out $2.2B to Convenience and Non-Convenience class creditors via BitGo, Kraken, or Payoneer, bringing total repayments to over $6B. > Retail creditors in the Convenience class will receive a cumulative 120% distribution relative to their 2022 claim values. > Dotcom Customer Entitlement Claims (Class 5A) received an additional 18%, bringing returns to 96%, while Class 5B was boosted 5% and General Unsecured and Digital Asset Loan Claims raised 15% to 100%. > SBF has claimed from prison that FTX was never insolvent, that lawyers forced the bankruptcy, and that the estate paid nearly $1B in consultant fees while mispricing sold assets.

youtube summarization function is so good, podcasts will need to find new ways to retain engagement pod used to be the no 1 way to build relationships w your audience but if you're now an "interviewer" and not a "personality" its less likely your audience would fully listen

Mizuho says USDC has overtaken USDT in adjusted transaction volume YtD, marking a reversal of a trend that held from 2019 to 2025. "Adjusted" here means real-world transfers from actual people and institutions, not bot noise or wash trading. > US spot Bitcoin ETFs recorded $227.9M in net outflows on March 5, snapping a three-day positive streak led by BlackRock's IBIT. > Bitfinex noted spot buying has been "systemic," with the Coinbase premium turning positive after 40 days in negative territory. > Some analysts flagged Bitcoin's resilience during the US-Israel-Iran conflict as evidence of a growing safe-haven narrative. > QCP Capital warned that oil prices, not geopolitics, remain the key macro driver, with elevated energy costs keeping yields heavy and capping a sustained rally. > Bitcoin traded around $69,925, down 4.1% in 24 hours, with a dense long-liquidation zone near $70K and potential support retest closer to $66K.

A crypto whale lost nearly $50M attempting to swap USDT for AAVE tokens through the Aave interface, receiving only about $36K worth of tokens in return. > The incident, which may be the largest slippage loss in crypto history, appears to stem from user error rather than a hack or exploit. > A user swapped $50M in USDT for AAVE but received only 324 AAVE (~$36K) after confirming a high-slippage warning on their mobile device. > Slippage occurs when a large order moves the market price during execution, resulting in a worse rate than expected. > CoW Swap, integrated with Aave, confirmed no exploit or malicious activity was involved and that price impact warnings were clearly displayed. > Aave Labs CEO Stani Kulechov expressed sympathy for the user and said the team is working to return $600K in fees collected from the transaction.

TD Cowen says Kraken's Federal Reserve master account approval is the first of many expected under the Trump administration, as crypto firms gain direct access to core US payment infrastructure despite fierce opposition from traditional banks. > Bank Policy Institute are pushing back and litigation is expected, but TD Cowen argues they ultimately lack the power to block approvals. > Approved accounts are limited in scope, no credit facilities, no interest on reserves, but still represent a structural shift in how crypto firms access US financial infrastructure. > Other crypto firms may need to wait for the Fed to finalize its "skinny master account" framework before their applications advance.

Ethereum co founder Vitalik Buterin urged developers to focus on building “sanctuary technologies” that protect privacy, autonomy, and open collaboration rather than trying to emulate large tech companies like Apple or Google. > He said Ethereum cannot solve all global problems but can create open digital spaces where people interact, coordinate, and build wealth without relying on centralized platforms. > Buterin argued that Ethereum should help develop free and open source tools that allow people to communicate, manage risk, and organize communities while remaining resilient to government or corporate pressure. > He added that such systems could reduce the risk of any single actor gaining total control over digital life, echoing ideas from early cypherpunk movements that emphasized privacy and decentralization.

@VitalikButerin

Over the past year, many people I talk to have expressed worry about two topics: * Various aspects of the way the world is going: government control and surveillance, wars, corporate power and surveillance, tech enshittification / corposlop, social media becoming a memetic

US lawmakers are revisiting the issue of stablecoin rewards as concerns resurface that offering yields could pull deposits away from traditional banks. > At a Senate hearing, Sen. Angela Alsobrooks warned that stablecoin yields could mimic bank deposits without the same safeguards, increasing deposit flight risks. > Sen. Thom Tillis said he will seek an independent regulatory review before proceeding. > The debate ties back to the GENIUS Act, which prohibits stablecoin issuers from paying direct interest but allows third party platforms to offer rewards. > Community banks argue that allowing yields could significantly reduce deposits and lending capacity. > Crypto firms dispute those claims, saying there is no clear evidence linking stablecoin adoption to deposit flight.

Blockchain investigator @zachxbt published a report alleging that employees at crypto trading platform Axiom misused internal tools to access private wallet data and discussed using that information to profit from trades. > The report alleges a senior employee used internal tools to access and track user wallets, sharing screenshots that linked addresses to specific traders. > Several individuals confirmed the leaked wallet data was accurate. > ZachXBT also claimed employees discussed using privileged access to profit from trades, including a plan that could have made $200K. > He noted that confirming specific insider trades would require access to Axiom’s internal logs. > Axiom stated it removed access to the internal tools involved and is continuing its investigation, promising further updates as more details emerge.

Institutional holders of spot Bitcoin ETFs sold roughly 25,000 BTC worth of shares in Q4 2025, according to Bloomberg ETF analyst James Seyffart, citing 13F filings. Specifically, 25,098 BTC equivalent was offloaded during the quarter. > The selling coincided with Bitcoin’s sharp drop from over $120,000 to below $85,000 in Q4. > The broader decline has continued, with BTC now trading near $64,000 and market sentiment sliding into extreme fear territory. > Brevan Howard led the reductions, cutting more than 17,000 BTC worth of ETF exposure. > Investment advisors and hedge funds remained the largest holder categories overall. > Outflows have continued into 2026, with five straight weeks of net redemptions, including about $316M in the week ending Feb. 20.

ProShares’ GENIUS Money Market ETF, trading under IQMM, generated a record $17B in first day trading volume, setting a new benchmark for ETF launches. > IQMM is designed to hold assets that meet US legal reserve requirements for dollar backed stablecoins, aligning with the GENIUS Act. > The law requires stablecoin issuers to maintain 1:1 backing with highly liquid assets such as US Treasury bills. > The $17B debut far exceeded previous ETF records, including BlackRock’s spot bitcoin ETF, which saw $1B in day one volume. > Analysts suggest the surge may reflect large institutional allocations, potentially tied to major stablecoin issuers such as Circle.

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