And make no mistake: Decentralization will lead to more globalization. Globalists are not the problem. Isolationism is. Centralized = protectionist. Decentralized = free & fair markets. Think for yourself. #CryptoFundamentalist #ConvictionOverNarrative

On Tariffs, Balance, and Decentralization Imagine a world with 0% tariffs everywhere. At first glance, it feels like efficiency and fairness. But economics isn’t that simple. For advanced economies, full liberalization could erode strategic industries… semiconductors, energy,

We replied to Ross P Green where reality lives. Ethereum is far more decentralized than those claiming “8k validators” understand. It’s not perfect, no blockchain is. Concentration risks exist, and they matter. But saying ETH is “centralized” because of this misses the point

Trump’s Old Playbook Doesn’t Cut It Anymore In 1987 Trump published The Art of the Deal. It laid out his framework: think big, use leverage, play the media, fight back, and never stop negotiating. That playbook made sense in the world of 1980s Manhattan real estate. Deals were

Shutdowns Are Theater, Resolutions Are Addiction Every few years, Washington puts on the same show: the looming government shutdown. Headlines scream, markets wobble, then a “resolution” is passed at the eleventh hour. History says markets “recover quickly” after each episode.

Smooth launches are underrated in crypto. Saito moving RC1 toward mainnet quietly, without drama, is exactly the kind of execution you want to see in infrastructure. Third-party nodes onboarding next month will be the real test, and a milestone worth watching.

On the Rumors: US Selling Gold to Buy Bitcoin Let’s be clear: it won’t happen. No serious reserve manager dumps gold, the most liquid, politically neutral anchor, to buy Bitcoin. But the rumor itself is telling. Why? Because the world is already imagining a future where the

We’d like to thank all of you who don’t get shaken out by our contrarian, strong-opinion posts (like the ones from the past couple of days). We lost ~7 followers, and honestly, that’s great. Healthy rotation is welcome. We care far more about the quality of our followers than

Amidst the noise, the MANTRA Chain ecosystem keeps growing. Partnerships like this aren’t hype, they’re infrastructure. And infrastructure is what lasts when the cycles turn. #CryptoFundamentalist #ConvictionOverNarrative

If you ask any Brazilian who grew up in the 80s and 90s, they know it well: A country, in the long run, can’t spend more than it collects. And printing money? It doesn’t solve problems. It triggers inflation. And inflation is destructive. Not just “prices go up”… It erodes

We dropped this in a thread earlier… it only got 4 views, but it deserves more. How do you design a decentralized bank that resists capture? • Code > decree • Exit by design • Proofs, not promises • Operator diversity • Governance anti-capture • Transparent risk rails •

We haven’t been posting much about it, but we’re still holding our #SPX6900 shorts. • First entry: 1.80 • Doubled at: 2.20 • Average: ~2.00 (≈ $2B market cap) • Closed half at: 1.11 • Still riding the rest down, now at 0.92. Strong. Shorting overhyped memes can be

We gradually opened several shorts on the Nasdaq-100… starting small around 23.5k, scaling all the way up through 24.7k+. Our average now sits around 24.5k. Margins safe, and we’re ready to add if short squeezes come. It’s never a straight line and we don’t pretend to guess

Budgets: Brazil vs USA vs Europe vs China 🇧🇷 Brazil: must close yearly budgets. Overspend, and markets punish instantly through FX and rates. 🇪🇺 Europe: bound by fiscal rules (3% deficit / 60% debt-to-GDP), bent often but still a constraint. 🇺🇸 USA: pretends to debate budgets,

Japan ≠ Greece… but the Risk Could Be Bigger Both face huge debt + aging demographics + low trend growth. That combo eventually tests credibility. Where Greece in the 2010s: • No monetary sovereignty (Euro user, not issuer). • Depended on ECB/EU/IMF (Troika) backstops. •