JO🧙🏽♂️
1.3K posts


THE GOLDEN AGE
The fiat crisis has begun. So what wins in the end: gold, digital gold, or some other kind of precious metal or cryptocurrency? Only time will tell, and different assets have different failure modes, but here are some thoughts.
(1) First: remember that Bitcoin's value proposition is seizure resistance. Not your keys, not your coins.
(2) To explain what that means, think through the mechanics of physical gold. It's great...if you can buy it, transport it, secure it, and sell it safely. But it's much easier to do that when you live in a highly organized state, like China. However, such a state can also track you to your doorstep to seize the gold, once it runs up in price. That's what FDR did in the 1930s and what China is fully capable of doing in the 2020s:
(3) So when you think through the game theory, as the price of gold rises, the cries to tax (or seize!) the physical gold will also rise. Note: we need not even mention paper gold here. In a true crisis, such claims are not worth the paper they're printed on. That's why many countries are repatriating their gold. Not your bricks, not your gold!
(4) By contrast to physical gold, digital gold (and cryptocurrency more generally) can be securely bought, sold, sent, and received at any time, in any amount, and in any location. It is invisible, international, instantaneous, and internet-native. And it is transportable, programmable, and easily verifiable in a way gold bricks simply aren't.
(5) In particular, digital gold is seizure-resistant in a way that physical gold is not. The same holds true for cryptocurrency as a class. Go back to the fundamentals: seizure resistance is part of why cryptocurrency was invented as an alternative to precious metals.
(6) This is not to say that physical gold won't have its day. If you live in a safe, small country like the United Arab Emirates, you may be able to buy your gold and eat it too. They probably won't expropriate property there.
(7) Moreover, it is quite likely that many countries (particularly in the East) will soon re-standardize their currencies on gold, or digital gold, or some mixture of precious metals and digital assets. As I've been noting for years, BRICs has been stacking gold bricks:
(8) However, don't overreact towards gold. The successors to the American Empire are China and the Internet. You should think of this as the past and the future replacing the present. China will replace the dollar with gold, along with physical commodities that it can touch, feel, and control. Meanwhile, the Internet will replace the dollar with digital gold, along with digital assets that it can encrypt, script, and verify.
(9) So: feel free to hedge as you see fit between the physical past and the digital future, with just one caveat: namely, you may not want to buy physical precious metals unless you're in a financially and physically secure region of the world. That probably means being outside North America and Western Europe. Because those countries are in the midst of sovereign debt crisis. And as that crisis deepens, both their failing states and their angry mobs are going to be hunting for whatever they can steal.
(10) In other words, what's much more important than allocation is location. Ray Dalio expressed this obliquely in one of his earlier interviews, where he said that "location" is a risk:
What Ray actually meant is: if you live in a jurisdiction that heavily depends on the dollar (which includes the entire G7), you want to get out. Because the total pauperization that follows the end of the dollar may mean that angry mobs (or government agents, or both) may come to your home, steal your assets, and perhaps rip you limb-from-limb in the process.
A cheery thought...yet also historically precedented. That's what came to Eastern Europe and Asia in the 20th century during the rise of communism. And that's what may come to North America and Western Europe after the end of Keynesianism.
Prior to such a situation, you really do not want to buy gold bricks, which you can't transport through an airport. You want to hit the bricks. You want to move faster, escape things. Get as far away from the dollar zone as you can...but physically first, rather than financially.
After all, "staying and fighting" a sovereign debt crisis caused by decades of money printing is like staying and fighting a volcanic eruption caused by decades of earth moving. You didn't cause it, and you can't stop it, but you can easily be wrecked by it. So emigrate just as the early Americans emigrated from Europe. Unless you believe the Irish Americans "betrayed" Ireland by leaving, unless you really want to spend the rest of your life paying down welfare and warfare debts you didn't incur, you should change your location out of the G7. And then do whatever allocation you like.
Or just ignore this analysis and do what you see fit. Your call, of course. If so, I really do hope my MAGA friends are right that "The Golden Age of America Begins Right Now." Because I also think we are on the verge of a type of Golden Age, and a Bitcoin Age...but in a very different way.




English

@bitcoinjack @RNR_0 isnt it the same in many places? what you describe is fits germany as well. same shit here. fascist against fascism hypocricy.
English

It is neo fascism
They want government tyranny
They think they are the anti-fascists, under the guise of tolerance (only what they tolerate), democracy (only Their Democracy), free speech (only what they are comfortable with) and freedom (…)
Whilst introducing exit taxes, forcing farmers of their properties, rent & price controls, seizing property (unrealized gains tax really is just taking property), ignoring votes in the house or somehow getting the house to agree with things they actually don’t agree with, ignoring the “raad” etc
It makes no sense
English

@Billyismyboss @ScottPresler do you have a good recipe for the pizzacrust?
English

@ScottPresler I'd go ketogenic. Do you cook yourself?
I make all my own stuff. That'll really help you control macros.




English

Over the past 3 months, I’ve lost 33 pounds. After hitting my goal of 184 pounds, I want to maintain this weight.
If anyone has any recipe tips to continue making protein a priority, I’m all ears.
I eat a lot of chicken, Greek yogurt, carrots, bell peppers, cucumbers, tomatoes, & chicken broth.
With a very low sodium diet, the only treat I have is daily coffees made of instant espresso, almond milk, & zero sugar creamer.
My diet consists of ~1,500 calories & I walk 4 miles/day.
By December, I’m going to be in the best shape of my life.
April 4
217.1
June 26
184
English

@mrfundman people need to put it into a statistically correct point of view. compare it with human failurer rates and ist starts to make sensen. if it is less accidents you have improved. but people seem to want to bash out of biased opinions.
English

@dcinvestor weight loss is nutrition only imo. go keto or carnivore and see how your form reshapes and yout body start burning your excess fat. low carb is king forfat loss
English

@PrepperCanadian @AMAZlNGNATURE agree, also they might know these actors by their fragrance. i think this experiment is flawed.
English

@AMAZlNGNATURE The dog probably knows the owner is playing and isnt reacting, theyre wired to smell real adrenaline which is why these experiments fail. That said, most dogs wont protect because theyve been trained to not bite people
English
JO🧙🏽♂️ retuiteado

@andyyy @AvailProject @CatalystAMM @hyperlane_xyz @berachain you got very silent about this hype lately?! you still a believer? nothing came after those "predictions"?!
English

JUST IN: All RH tickers are pumping AGAIN on day 500
We all had 500 days to pack our bags. Seems like the “50 week shakeout” is over
#PulseChain is ready to fly
$HEX #PulseX $INC

English

@HviidHEX @RichardHeartWin @DonaldJTrumpJr mass adoption ... do you have any hard facts for it? like real metrics underlining your thesis?
English

Donald Trump Jr just said “we’re about to shake up the crypto world with something HUGE” after following RH and mentioning DeFi on X
This has been going on for weeks now
We might be about to witness @RichardHeartWin and @DonaldJTrumpJr having a conversation about the future of DeFi
#PulseChain mass adoption definitely feels closer than ever
$HEX #PulseX $INC

English

Just launched a new way to check your address for airdrop allocations
1. Go to defillama.com/airdrops
2. Click "Check airdrops for address"
3. Input any address
4. We'll display EIGEN allocation + other airdrops
No need to sign anything with wallet or go through hoops anymore
English

@nightglow98 und was ist aussage dahinter? wo ist das problem und was die lösung mit welchem ziel?
Deutsch

Follow me @0xReflection
I hope you found this research helpful
Smash a Like and RT for the 1st tweet, so you won't lose it
Reflection🪩@0xReflection
In 1 hour, this $SOL degen made $7,981,983! He purchased 1 coin and it skyrocketed by 891,912% Anyone can make it, all u need is knowledge. Here's MEGA-🧵how to snipe meme coins for 1000x profit 👇
English

➠ Loved this thread? I share alpha threads daily, so make sure to:
◈ Follow me
@crptAtlas
◈ Like, retweet, bookmark and leave a comment on the first tweet if u loved it 👇
Atlas@crptAtlas
Solana trading volume is 20% higher than on Ethereum. Despite that, MC of $ETH ecosystem is 20x bigger. $SOL low caps are set to give 100x this cycle. Here are 6 low caps with the highest potential 👇🧵
English

- Don't miss out on my upcoming threads and thoughts!
◈ Join my Telegram channel now: t.me/AtlasAlphaCalls

English

Episode 52. Watch it on here or on YouTube
The Core Value Prop of Bitcoin.
Stock To Flow.
Follow me on YouTube
youtube.com/watch?v=xFoXZi…

YouTube
English


















