Nathan Frankovitz @n_frankovitz
Analyst @VanEck_US Onchain Economy ETF ($NODE) | Prev. Crypto @NewYorkStateAG Investor Protection Bureau. All views my own. Disclosure: https://t.co/cAAJYCPsGC linkedin.com/in/nathanfrank… Manhattan, NY Joined March 2023-
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Crypto Equities --> 52-week highs: Softbank, CIFR, HOOD, IREN, OKLO, RGTI, RIOT, $NODE 52-week lows: None
Rename it the “AI ChainCheck"? No, that’d be a jinx. Still, AI-pivoting miners (+57% m/m) continue to crush every sector, while BTC (-4%) volatility hit 5-year lows and onchain activity generally softened (active addresses -4%, fees -29%, inscriptions -37%). 🧵
Trump at UN, teasing crypto solutions to real world problems: "To prevent potential [biological weapon] disasters, I'm announcing today that my administration will lead an international effort to enforce biological weapons conventions. Which is going to be meeting with the top…
"Europe has to step it up, they can't be doing what they're doing. Europe is buying oil and gas from Russia while they're fighting Russia. It's embarrasing to them and it was embarrassing to them when I found about it. They have to immediately cease all energy purchases from…
"Europe has to step it up, they can't be doing what they're doing. Europe is buying oil and gas from Russia while they're fighting Russia. It's embarrasing to them and it was embarrassing to them when I found about it. They have to immediately cease all energy purchases from…
We Are Expanding VBILL (AUM=$74M) to Support RLUSD Mint/Redeem (on ETH to start). Current networks include ETH, SOL, AVAX, BNB. Stay tuned for further expansion 👀.
LandBridge (LB) & NRG Energy (NRG) announce Strategic Agreement to Power Potential Data Center in the Delaware Basin, Texas. 1,100 MW, grid-connected natural gas facility, potentially in-service by 2029. Both stocks held in $NODE
Let's fix broken capital markets
HIVE acquires a 7.2MW data center in greater Toronto to build a new Tier III+ facility designed for AI workloads. We still think HIVE is very undervalued with stale estimates: Assuming 40% EBITDA margin on HIVE's estimated $550M ARR in Bitcoin mining (IREN earns 60%), that's…
BTBT again fails to secure quorum in 2nd vote to expand share count to buy ETH. Will reconvene Sept 25th & vote again. Meanwhile BTBT data center subsidiary WYFI printed a strong quarter with accelerating pipeline & trades at a large discount to peers. Focus should be clear!
BTBT again fails to secure quorum in 2nd vote to expand share count to buy ETH. Will reconvene Sept 25th & vote again. Meanwhile BTBT data center subsidiary WYFI printed a strong quarter with accelerating pipeline & trades at a large discount to peers. Focus should be clear! https://t.co/nbM6lLl2YN
xAI’s Colossus 2: The World’s First Gigawatt-Scale Datacenter
Announcing Deep Dives at @artemis. Get the deep metrics that matter for: @Polymarket @Kalshi @ethena_labs @maplefinance @pendle_fi @AerodromeFi And more. Huge kudos to @crystaltaixyz @0xbeamish @0xslayerrrr @x0wes @kaviishsethi @kdhk_ @0xsunny77 etc for making this…
That's the idea. We may lag a bit during big upside moves. But the aim is to more than make up for it during downdrafts. Compounding is the goal 👍
That's the idea. We may lag a bit during big upside moves. But the aim is to more than make up for it during downdrafts. Compounding is the goal 👍
@zachxbt @matthew_sigel Figure is using the Provenance blockchain to record keep with billions of dollars or HELOCs. They intend to move into other products as well and we believe this may evolve into a partnership with SoFI. This represents the utilization of blockchain to do interesting stuff that…
FIGR +21% 📈 Extending gains post IPO. Crypto Twitter: “Provenance explorer is dead.” Reality: Provenance underpins the software lenders use to issue loans ($10B+) & the registry that records them. Not built for memecoin churn, but to cut costs. We read the explorer & the S-1.
FIGR +21% 📈 Extending gains post IPO. Crypto Twitter: “Provenance explorer is dead.” Reality: Provenance underpins the software lenders use to issue loans ($10B+) & the registry that records them. Not built for memecoin churn, but to cut costs. We read the explorer & the S-1.
In July, we flagged CleanSpark as the only major U.S.-based miner not using performance stock units (PSUs). They had approved a 2025 long-term incentive plan with KPI-linked RSUs, but never finalized the targets. No RSUs were issued under that plan. This month, CLSK just…
In July, we flagged CleanSpark as the only major U.S.-based miner not using performance stock units (PSUs). They had approved a 2025 long-term incentive plan with KPI-linked RSUs, but never finalized the targets. No RSUs were issued under that plan. This month, CLSK just…
Powerhouse Performance: AI-Pivoting Miners are Outperforming as Pure-play Miners & DATs Lag Bitcoin in Recent Months
I was on CNBC Squawk Box Asia today from HK talking about why Bitcoin miners are pivoting to AI and how many investors still misunderstand the long-term potential. $NODE was highlighted as a lower volatility, diversified approach to crypto investing. Key Takeaways: >Both…
VanEck gets it - rare to see this level of depth and conviction especially from an incumbent tradFi firm that doesn’t act like an incumbent. They’ve been a top supporter and value-add investor of Inversion since the early days. We’re proud to have them as partners Also,…
VanEck gets it - rare to see this level of depth and conviction especially from an incumbent tradFi firm that doesn’t act like an incumbent. They’ve been a top supporter and value-add investor of Inversion since the early days. We’re proud to have them as partners Also,…
Announcing our investment in @inversion_cap
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