Omid Malekan (@malekanoms) / X

Omid Malekan

4,311 posts

Omid Malekan

@malekanoms

Explainer-in-Chief & Adjunct Professor @Columbia_Biz Es Muss Sein

explainer-in-chief.com

Joined July 2009

Omid Malekan
@malekanoms
Dec 3, 2023
I waited a few days to post this out of respect, but I have a different take on the legacy of Charlie Munger. His passing has inspired a lot of coverage on his partnership with Warren Buffet, much of it fawning, painting the duo not just as great investors, but also good people,
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Omid Malekan
@malekanoms
Dec 1, 2022
If this was 12 years ago...@BillAckman @SBF_FTX
Omid Malekan
@malekanoms
Sep 6, 2025
With all due respect to Matt, the notion that Tempo will in any way be neutral is a fantasy. First, the very fact the he is billed as the "project lead" while sitting on the board of Stripe, a corporation who is clearly central to this effort, and being a GP at a VC firm that
Matt Huang
@matthuang
Sep 6, 2025
On Tempo, permissionlessness, L1 vs L2 Tempo will be a permissionless chain. On day 1, anyone will be able to deploy a token, and anyone will be able to transact on the chain. Some projects think that attracting real-world usage and serious institutions requires giving up on
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Omid Malekan
@malekanoms
Jun 15, 2023
The FT story on Hong Kong regulators pressuring banks to onboard crypto companies is revealing on two fronts. The first is the obvious one, China is pivoting hard into crypto.
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Omid Malekan
@malekanoms
Nov 22, 2023
Some thoughts on the Binance settlement, with the preamble that I think companies that don’t like certain laws should still comply with them while campaigning for change. One interpretation of the government’s suit and the resulting mammoth settlement is that by refusing to
430K
Omid Malekan
@malekanoms
Oct 4, 2025
Patrick (and by extension, @nic_carter) are correct. Stablecoin issuers will end up paying out all of their yield, one way or another. This will put a lot of pressure on banks that don't. They'll have to pay up. The fact that banks don't pay competitive interest on deposits was
Patrick Collison
@patrickc
Oct 3, 2025
Good post on evolving stablecoin market structure. I would extend it further: yes, I think that stablecoin issuers are going to have to share yield with others, but this is just one instance. Everyone is going to have to share yield. Today, the average interest on US savings
190K
Omid Malekan
@malekanoms
Feb 17, 2023
The price of #Bitcoin is currently up year over year in Argentine pesos. Yes, you read that correctly. Despite everything that happened to crypto in 2022, Argentines who saved in BTC came out ahead.
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Omid Malekan
@malekanoms
Jun 28, 2023
The rest of the world is moving to adopt #crypto—from the EU and other parts of Europe to regional powers like Brazil, Japan, and Australia, to diversifying economies like the UAE. And, of course, China via Hong Kong. What's it going to take for the U.S. to step up?
00:00
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Omid Malekan
@malekanoms
Jul 24, 2025
While I fully believe in the benefits of crypto (now more than ever) I am increasingly wary and skeptical of the shenanigans of the crypto industry and am compiling a running list of behavior to be wary of. Here are a few: 1. The most likely motivation of a central player
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Omid Malekan
@malekanoms
Mar 15, 2022
It is Time to Own #Bitcoin. Here is my argument:
It is Time to Own Bitcoin
From omid-malekan.medium.com
Omid Malekan
@malekanoms
Jun 6, 2023
Let me translate for people who don't speak toxic regulator: "Coinbase's success threatens the Wall Street incumbebts my agency is out to protect. Decentralized crypto networks deprive Too Big To Fail banks like the one I used to be a partner at from rent seeking opportunities"
SEC Chair Gary Gensler Archive
@GenslerArchive
Jun 6, 2023
Coinbase’s alleged failures deprive investors of critical protections, including rulebooks that prevent fraud and manipulation, proper disclosure, safeguards against conflicts of interest, and routine inspection by the SEC.
Readers added context
Coinbase has repeatedly attempted to get guidance and include the SEC. Recently, Coinbase has had to sue the SEC to attempt to get simple clarity over the issues that this tweet alleges Coinbase is guilty of. cnbc.com/2023/04/24/coi… coinbase.com/blog/we-asked-…
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Omid Malekan
@malekanoms
Jun 8, 2023
Zooming out: @GaryGensler is an old man who made a lot of money as a partner at one of the biggest banks in the world. Now he's single-handedly trying to ban the most disruptive thing to hit finance in half a century. Any questions?
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Omid Malekan
@malekanoms
Apr 26, 2023
It's time to stop bastardizing new things to fit old definitions. #ETH is not a security. It's not a commodity, either. It is a brand new thing called a cryptocurrency, the native coin of a decentralized global settlement system. It is not "issued" by a legal entity, nor is
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Omid Malekan
@malekanoms
Apr 14, 2023
America’s crackdown on crypto has been a highly effective ad campaign for global adoption. The more hostile we are, the stronger the message that crypto is an alternative to the US-centric legacy system. US cracked down on banks and exchanges, so…..
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