SBF

SBF @SBF_FTX

Sorry about the data delay issues! Fills reporting got stuck; we've added alerting to catch it up sooner in the fu… https://t.co/9FpoSMEMJ5 — PolitiTweet.org

SBF @SBF_FTX

Always fact-check the narrative. Media will tell you Coinbase is down because of an earnings miss--but look at the… https://t.co/flkmMKjcAF — PolitiTweet.org

SBF @SBF_FTX

RT @Forkast_News: LIVE: Join @SBF_FTX, @sheila_warren and @PerianneDC as they speak on advocacy, activism vs. business, entrepreneurship at… — PolitiTweet.org

SBF @SBF_FTX

@YangCLiu ya their margins are pretty good — PolitiTweet.org

SBF @SBF_FTX

RT @hyoseopyun: Why doesn't FTX charge for market data? "If you're going to have people trading directly on an order book, I think it's s… — PolitiTweet.org

SBF @SBF_FTX

Live now! https://t.co/aaGxNX6uwz — PolitiTweet.org

SBF @SBF_FTX

RT @patrickc: Which new Stripe improvements would, if shipped, make you say "FINALLY"? — PolitiTweet.org

SBF @SBF_FTX

7) So, the TL;DR: Coinbase is doing pretty well. They made $600m EBITDA last quarter, and next quarter is likely to be higher. — PolitiTweet.org

SBF @SBF_FTX

6) But the most interesting is 'Other operating expenses', a cool $500m/year. And those seem to be user compensati… https://t.co/3p6HXpCJvN — PolitiTweet.org

SBF @SBF_FTX

5) And the expenses? They're paying ~$4b/year in expenses. ~60% of that is 'Tech' or 'G&A', both of which seem to… https://t.co/D9f2psah94 — PolitiTweet.org

SBF @SBF_FTX

4) How about the other ~20% of their reveune? Well, ~8% ($80m) came from 'blockchain rewards', which here mostly m… https://t.co/ww86Sl20yi — PolitiTweet.org

SBF @SBF_FTX

3) So how did they do? Well, they made $1.2b of revenue and $600m of EBITDA. As always, that is nearly all retail… https://t.co/YaTettwIjr — PolitiTweet.org

SBF @SBF_FTX

2) First, how have they (and others!) done recently? Well, they're the yellow line. They had a mediocre Q3, but t… https://t.co/KCrMVuB3JA — PolitiTweet.org

SBF @SBF_FTX

1) Some notes from @coinbase's Q3 earnings! https://t.co/w53IT3xco1 — PolitiTweet.org

SBF @SBF_FTX

RT @_Ryne_Miller: FTX Bahamas 🇧🇸 office - not bad. Not bad at all. Lot of sky. https://t.co/R0Cf9lEUIB — PolitiTweet.org

SBF @SBF_FTX

Thanks for chatting @zGuz! https://t.co/eDARQseR2u — PolitiTweet.org

SBF @SBF_FTX

@CharlesD353 @peterwildeford @NathanpmYoung I like you Peter but it was @moskov's GIF that forced my hand :P Also… https://t.co/fXGF1JIPlq — PolitiTweet.org

SBF @SBF_FTX

RT @Brett_FTXUS: will be on @technology at 5pm eastern! https://t.co/7BMh9fZhZd — PolitiTweet.org

SBF @SBF_FTX

@moskov @CharlesD353 @peterwildeford @NathanpmYoung the wonders of inconsistently updating private company valuations :P — PolitiTweet.org

SBF @SBF_FTX

I'll be live with @zGuz soon! https://t.co/mCzlg3Bbux — PolitiTweet.org

SBF @SBF_FTX

RT @Brett_FTXUS: welcome to the team @SolanaLegend! 🚀🚀🚀 — PolitiTweet.org

SBF @SBF_FTX

@raulmarcosl DM me your email! — PolitiTweet.org

SBF @SBF_FTX

@OurielOhayon a combination really — PolitiTweet.org

SBF @SBF_FTX

We've been working for a while on improving the KYC and user onboarding flows for FTX. There's still a lot left to… https://t.co/ROFbIvuAmH — PolitiTweet.org

SBF @SBF_FTX

RT @zGuz: Looking forward to interviewing @SBF_FTX tomorrow at the Yahoo Finance x Decrypt Conference Tune in: https://t.co/5wlSuU8GYi — PolitiTweet.org

SBF @SBF_FTX

RT @zGuz: Chatting with @SBF_FTX at 2:25pm ET today on @YahooFinance Tune in! — PolitiTweet.org

SBF @SBF_FTX

RT @DigitalChamber: Join @DigitalChamber Founder & President @PerianneDC, @SBF_FTX of @FTX_Official and @sheila_warren of @wef on Nov. 10 a… — PolitiTweet.org

SBF @SBF_FTX

RT @moskov: @teddyschleifer @ben_j_todd @dylanmatt @SBF_FTX Tomorrow there'll be more of us — PolitiTweet.org

SBF @SBF_FTX

5) Such a regime could: a) mitigate reserve volatility risk by regulating which assets can back a stablecoin and p… https://t.co/U40jCnbSfp — PolitiTweet.org

SBF @SBF_FTX

4) We think that a registration and transparency regime for stablecoins would address most of the worries while kee… https://t.co/SVJybQMEbU — PolitiTweet.org