SBF

SBF @SBF_FTX

@friedmandave https://t.co/LtSROD5Bv3 — PolitiTweet.org

SBF @SBF_FTX

A really thoughtful piece by @dylanmatt on Effective Altruism: https://t.co/R5mfaWUO9L — PolitiTweet.org

SBF @SBF_FTX

RT @decryptmedia: Say gm to @SBF_FTX! Sam returns to the gm podcast for a candid conversation about bailouts ("I would be super happy for o… — PolitiTweet.org

SBF @SBF_FTX

@friedmandave @mayazi ya tbh I've never really liked museums — PolitiTweet.org

SBF @SBF_FTX

@mayazi Not sure that's really right -- think it's mostly maybe pass-through ETH staking rewards to customers: https://t.co/LtSROD5Bv3 — PolitiTweet.org

SBF @SBF_FTX

9) (Not investment advice! There might be errors in the above, I haven't double checked it all!) — PolitiTweet.org

SBF @SBF_FTX

8) It'll be interesting to see the impact of their recent headcount changes on upcoming earnings! FWIW I highly re… https://t.co/NOHOszeLrG — PolitiTweet.org

SBF @SBF_FTX

7) I *think* this include stock-based-comp. So, roughly speaking, *annualized*, Q2 would imply: a) $2.5b of real… https://t.co/6tPRvZt2Jd — PolitiTweet.org

SBF @SBF_FTX

7) That leads to a loss of roughly $700m, plus another $400m from impairment. My guess is the vast majority of the… https://t.co/HOYSWa5bTB — PolitiTweet.org

SBF @SBF_FTX

6) You get a revenue of ~$650m, and expenses of... ...well: a) $150m of marketing b) $600m of dev payroll c) $500… https://t.co/Ef17unfSDG — PolitiTweet.org

SBF @SBF_FTX

5) So their real revenue was probably closer to the $650m Transaction revenue. Once again, over 90% of that comes… https://t.co/CMAM8QgjAY — PolitiTweet.org

SBF @SBF_FTX

4) See, while they recorded ~$150m/$800m of their revenue as "services"... ...check out their opex. See that "Tra… https://t.co/x9z044YCOW — PolitiTweet.org

SBF @SBF_FTX

3) Second: the quarterly "look at that diversified income!" take. Coinbase knows what they're good at: consumer cr… https://t.co/s2eQE1cTkU — PolitiTweet.org

SBF @SBF_FTX

2) A lot of the same mistaken takes on it. First, crypto's down. So are Coinbase's earnings. Nothing surprising… https://t.co/jujjAJvCvp — PolitiTweet.org

SBF @SBF_FTX

1) Some thoughts on Coinbase's 2022Q2 earnings! https://t.co/SQ24DY7uLB previous: https://t.co/a5aGycWXvu — PolitiTweet.org

SBF @SBF_FTX

RT @sgoldfed: Building the best web3 technology is a team sport. Super excited to work with @SBF_FTX, @amytongwu and the amazing team at… — PolitiTweet.org

SBF @SBF_FTX

really excited to work with @Reddit, @arbitrum, and others to bring web3 utility! https://t.co/OYD3NfrpOr — PolitiTweet.org

SBF @SBF_FTX

Integration between FTX Pay and @Reddit 🔥🔥🔥 https://t.co/Flc1K67vuY — PolitiTweet.org

SBF @SBF_FTX

@templecrash @FTX_Official an interesting story — PolitiTweet.org

SBF @SBF_FTX

RT @AlecStapp: This really is insane when you think about it: https://t.co/XAy2JfV48U — PolitiTweet.org

SBF @SBF_FTX

@greg16676935420 @jimcramer fuck that makes sense in retrospect — PolitiTweet.org

SBF @SBF_FTX

dat stock market liquidity tho — PolitiTweet.org

SBF @SBF_FTX

RT @greg16676935420: Happy birthday to my good friend @TomBrady! I can’t wait to meet you this season and get a pair of your game used un… — PolitiTweet.org

SBF @SBF_FTX

@PonziGxd yeah I'm gonna get shit for this tweet — PolitiTweet.org

SBF @SBF_FTX

this is a good example of how something can be under-rated a random dAPP gets compromised and it's blamed on the u… https://t.co/R4EFVxxoPf — PolitiTweet.org

SBF @SBF_FTX

we do have something like this on https://t.co/ZcBNEuyiG9! (still trying to figure out exactly what to do in this… https://t.co/PIoCbpcGgP — PolitiTweet.org

SBF @SBF_FTX

@mslopatto very few things are really out of bounds to say in public discourse that is one of them — PolitiTweet.org

SBF @SBF_FTX

if you're good enough, age is just another number https://t.co/7og9XD5POa — PolitiTweet.org

SBF @SBF_FTX

4) It's also really inspiring to see our senators working in a bipartisan, constructive way to help strengthen Amer… https://t.co/UYzdB8GFc0 — PolitiTweet.org

SBF @SBF_FTX

3) We would find it constructive and healthy to register under such a regime, finally bringing comprehensive custom… https://t.co/GIAx7XxSqe — PolitiTweet.org