Brandon Brunet

We’re excited to be working with @coinbase to launch USDF, our new, fully backed stablecoin. USDF will be available early next year and will power the core of the Flipcash experience. More details to come.

I'm happy to chat if any of the following is of interest: 42macro.com/pro-to-pro. General Market Outlook: Our global investor community views the 1-3-month outlook as bearish due to the Fed falling further behind the rate and liquidity curves. We view the 12-month outlook as bullish due to the administration’s choice to outgrow the debt trajectory with a pro-growth policy mix. In our view, there are only six things that affect the momentum and dispersion within and across asset classes on a trend basis. Those forces are: Growth: Our model currently views the growth cycle as a tailwind for asset markets. Our research projects a U-shaped US economy featuring growth that bottoms in 2H25 followed by a robust, multi-year recovery starting in 2026. Growth is likely to continue surprising consensus estimates to the upside for at least a few more quarters. Inflation: Our model currently views the inflation cycle as a headwind for asset markets. Our research projects an equilibrium Core PCE rate in the high 2/low 3 percent range. Recent policy signaling suggests the Fed is back to overweighting the risks to achieving its arbitrary 2% inflation target — risking further contraction in the labor market and a funding crisis in the repo market. This policy gaffe may trigger a meaningful correction in risk assets. Monetary Policy: Our model currently views the monetary policy cycle as a headwind for asset markets. Our research views the Fed’s reluctance to support fiscal dominance as causal to adverse capital formation dynamics for households, businesses, and sectors gasping for economic oxygen at the bottom of the K-shaped US economy. Our research projects the next Fed chair will make resolving these distributional hardships a core focus of the institution. Fiscal Policy: Our model currently views the fiscal policy cycle as a headwind for asset markets. Our research projects significant, positive fiscal and deregulatory impulses that continue to be underappreciated by many investors and are likely to boom the economy throughout 2026-27. Our research projects a meaningful acceleration in the private sector credit cycle. Liquidity: Our model currently views the liquidity cycle as a tailwind for asset markets. Our research views the developing stress in the repo market as an indication of the Fed falling further behind the rate and liquidity curves. Our research projects a likely policy error by the tardy Powell Fed that, ironically, causes it to respond with fresh liquidity. Our research projects structural regime change at the Fed. This outcome would contribute to a decline in the US dollar over the next 1-2 years, which implies an unexpected increase in global liquidity over that time horizon. This would be constructive for risk assets broadly and favors the outperformance of high-beta cyclicals and emerging markets. Positioning: Our model currently views the positioning cycle as a headwind for asset markets. Our model is currently signaling a high degree of crowded bullish positioning, which translates to a high risk of a crash over a medium-term time horizon — 3–12 months in our risk management nomenclature. The positioning cycle is not a catalyst in isolation. Crashes tend to occur when our model signals high risk of a crash and there is at least one — usually more — negative development in the other five key macro cycles. It may be likely that this occurs within one year. Have a great day! -Skipper 💜

New handle, same mission. If you want to learn more about our upcoming currency launchpad, our DMs are open: @flipcash

🚀GPUs stuck in slo-mo?🦸reDB’s open-source, Rust-powered mesh slashes latency ~2x & costs ~40% in 512-node sims. Dynamic routing, Prometheus vibes, 500+ GPU scale, 20+ yrs infra expertise. Star us! github.com/redbco/inferme…

Pools are live on @flipcash! Compete with friends & family and put your money where your mouth is.

If you’re short a dollar, we’ll spot you a dollar to hop in this pool. Drop a comment below and we’ll DM you the cash. Bonus for proof of buy in screenshot.

Happy 4th of July to all our American friends! In honor of the US turning 249, we'll be sending a $249 cash link to someone in the replies. Drop a comment and tell us how you're spending the 4th. We'll pick someone from there to send it to

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Did you know @flipcash, the new @solana cash app, is founded by the founder of Kick @ted_livingston the original social media app which was the #1 social media app in the USA and challenged Blackberry. youtube.com/watch?v=sl5O3h… @Lightspeedpodhq

Future of payments looks like this. No Visa and Mastercard intermediaries needed. Ready for full adoption. Accelerate.

We’ll be dropping cash links in this thread for the next couple hours. It’s just like physical cash, so first to grab it gets it.

We don’t carry leather wallets stuffed with cash anymore (at least, most of us don’t). Your wallet lives on your phone now — and it should carry stablecoins by default. We’re building the future of cash. Try it: @flipcash #Flipcash, #Solana , #USDC

@mert $5.00 send.flipcash.com/c/#/e=YKjWrUEf…

This is without a doubt the sickest money sending/receiving experience you will see This is also where we first phrased the term Only Possible on Solana (OPOS) And now it uses stablecoins! I highly recommend trying

@ted_livingston $2.50 send.flipcash.com/c/#/e=JXc6hrun…

Today we’re launching Flipcash, a new payments app that takes the experience of physical cash and makes it digital. There is a lot to like about physical cash. It’s a fast and simple way to transact. There’s no phone numbers, emails, or learning curves. Just hand someone a piece of paper and that’s it. Unfortunately we’re increasingly moving to a cashless society. In some ways it makes sense. Physical cash is annoying to get, easy to lose, and a pain to make change. We want the best of both. We want the simplicity and speed of physical cash, combined with the advantages of digital payments. That’s why we built Flipcash. Flipcash takes the experience of physical cash and makes it digital. Handing someone cash is as easy as pulling out a piece of digital paper, and having the other person scan it with their phone. That’s it. Like cash it’s global too. Flipcash is available for download almost everywhere, so you can hand someone digital cash wherever you are. You can also hand it to someone over a video call, or send it as a link through any app you like. You can also transact in any currency. Flipcash automatically does the conversion, with no fees, and no spread. Travelling around the world with friends? Use Flipcash to settle the bill wherever you go. Sending cash to someone in another part of the world? Flipcash works great for that too. All balances are held in regulated US dollar stablecoins, giving users confidence in their balance while also earning us revenue from the interest. This allows us to provide a robust, reliable, and sustainable experience while charging zero fees on Flipcash transactions. Funds can easily be withdrawn from the app at any time, with exchanges in over 190 countries supporting withdrawals from Flipcash. This experience is only possible because of Solana. I first met @toly in 2019, where he took me and @tannerphilp through the concept of Solana on a white board. After doing some deep analysis with our team we grew confident that Solana would be the blockchain of the future. A project we were working on at the time became the first ever project to migrate to Solana. Going all in on Solana has proven to be one of the best decisions we’ve made. It is only with the speed and scale of Solana that we can build something as magical as digital cash. We want to give a huge shout out to Toly, his team, and the entire Solana community. Thank you for everything you’ve done! Check out the video below, and then give Flipcash a download. You can easily find it in the App Store and Play Store by searching “flipcash”, one word. You can also get it by going to flipcash.com Show your friends and family what is only possible on Solana. Show them digital cash. Show them Flipcash.

My third time on Lightspeed! Thanks Mert and Jack for hosting me. A great conversation as always!

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If you want to try the slickest experience in crypto, watch the video below and download @flipcash flipcash.com