Simon
159.7K posts

Simon
@sim78a
Crypto Investor & Trader. #TRON #TRX #BTT #USDD #Bitcoin
Saturn Inscrit le Mart 2015
3.2K Abonnements3.5K Abonnés
Simon retweeté
Simon retweeté

“Claude can now open apps, navigate your browser, fill in spreadsheets - anything you would do sitting at your desk.”
That’s literally all of white-collar work.
It is over.
Claude@claudeai
You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.
English
Simon retweeté
Simon retweeté
Simon retweeté
Simon retweeté
Simon retweeté

We've signed a Memorandum of Understanding with @NYSE to support the development of tokenized securities markets.
Securitize has been named as the first transfer agent eligible to mint blockchain-native securities on the upcoming NYSE-affiliated tokenized securities platform.

English
Simon retweeté
Simon retweeté
Simon retweeté
Simon retweeté

🚨 BREAKING: The House of Representatives has just PASSED a bill requiring AUTOMATIC deportation of illegals who commit welfare fraud, 231-186 🔥
This is a NO BRAINER! But of course, 186 Democrats voted AGAINST this.
REMINDER: Democrats are NOT ON THE SIDE of Americans.
The fraud encompassed in this bill includes:
- Social Security fraud,
- SNAP (food assistance) fraud,
- Mail fraud,
- Conspiracy to defraud the U.S.,
- Theft or bribery involving federal funds,
- Identification document fraud,
- And other similar crimes involving government funds or public benefits.
English
Simon retweeté

"Wait, so you're saying that a $700B investment giant is stopping retail investors from withdrawing their funds?"
"That's right."
"That's crazy."
"It's not, it's awesome."

unusual_whales@unusual_whales
BREAKING: Apollo has capped withdrawals at one of its private credit funds for retail investors, per Bloomberg
English
Simon retweeté
Simon retweeté

do you see what’s happening yet?
blackrock limiting withdrawals. now ares limiting withdrawals. one by one they’re all showing the same signs.
they are insolvent and this whole thing is about to come down like a house of cards
zerohedge@zerohedge
Ares limits withdrawals from $10.7bn private credit fund: FT
English
Simon retweeté

Apollo gives investors only 45% of requested withdrawals from $15 billion private credit fund cnbc.com/2026/03/23/apo…
English
Simon retweeté

Private credit returns 11.5% on loans that yield 9.5%.
Nobody asks how.
I'll tell you how:
Leverage.
They take a portfolio of loans yielding 9.5%, lever it 2x, and the gross return doubles to 19%. Subtract financing costs and fees, hand the client 11.5%, and show them a chart with a line so smooth it would make Madoff jealous.
That's the product Wall Street has been selling to pensions, endowments, insurance companies, and now your 401(k).
They even gave it a nice name. "Private credit."
There's a better name for it: volatility laundering.
The returns aren't smooth because the risk is low. They're smooth because nobody is marking anything to market. The same people making the loans are the ones deciding what they're worth.
When everything's going up, that's a feature. When it turns? It's a trapdoor.
And we're watching the trapdoor open right now.
Funds are gating redemptions across the industry. Loans are going from 100 cents on the dollar to zero in a single quarter. The biggest asset managers on earth are telling investors: "Sorry, you can't have your money back."
And none of this should surprise anyone who's been paying attention. Every cycle produces the SAME SCHEME wearing a different outfit.
Junk bonds in the 80s. Mortgage-backed securities in 2007. Both sold the identical promise - equity-like returns with bond-like stability. Both ended the same way.
Private credit is the 2020s version. Bigger numbers. Fancier packaging. Same math.
The leverage is the tell. Any time someone shows you returns that look too good for the underlying asset, there's leverage hiding somewhere in the structure. And leverage doesn't create returns...
It amplifies outcomes - in both directions.
What pisses me off is that the people running this know exactly what they're doing.
The risk disclosures are 400 pages long. The gates are buried in footnotes. It's not technically illegal. But doing something because you can get away with it - not because it's right - is a special kind of rotten.
After 2008, NOBODY went to jail. Banks paid fines that amounted to rounding errors on their balance sheets. The message was clear: heads you win, tails the taxpayer covers it.
So of course they did it again. Why wouldn't they?
And here's where the realist in me takes over from the idealist:
They're not going to let this blow up cleanly. They NEVER do...
The playbook is extend, pretend, and print. Special vehicles. Special accommodations. More liquidity injected into a system that's already drowning in it.
Every time they paper over a crisis, they confirm the only trade that matters.
Gold pulled back hard this week - from $5,000 to around $4,575. Every shakeout over the past two years has been a buying opportunity.
The structural case (debasement, central bank accumulation, collapsing confidence in sovereign debt) hasn't weakened. It's accelerated.
The worse private credit gets, the more they'll have to print. And the more they print, the HIGHER gold goes.
It's not complicated. It's just math that most people don't want to accept.
English
Simon retweeté

Exclusive: Securitize will become NYSE’s first digital transfer agent, allowing it to create shares for stocks and exchange-traded funds as digital tokens on a blockchain on.wsj.com/3Nyh8Pj
English
Simon retweeté

Very expensive capital …screams of desperation. Nothing screams bubble trouble more than this.
Polymarket@Polymarket
JUST IN: OpenAI reportedly offering private-equity firms a guaranteed minimum return of 17.5% in push to raise fresh capital.
English
Simon retweeté
Simon retweeté














