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Brendan ☀️
1.7K posts

Brendan ☀️
@Brendan_vss
I write about value investing, economics, Agentic AI, and sometimes my own poems. Openness to experience = 100. All Views are my own. Reposts ≠ Endorsements.
Katılım Temmuz 2015
797 Takip Edilen323 Takipçiler

@0xQuantic Hey Quantic, I haven't followed the roadmap 100% the past few months. What is the next focus after FIRE? Is it FBTC, FDOGE, FXLM or any other F-asset?
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The inflation cut should start becoming noticeable pretty soon, around Monday.
And thanks to FAssets v1.3, the path for XRP to enter Flare gets simpler, which means more XRP liquidity can move into XRPFi opportunities.
Then we’ll see FIRE start to make the flywheel run in full motion.
Lower inflation. More usage. More value routed back into the ecosystem.
This year is going to be interesting.
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Alright folks, I don’t have much time for details, but the next couple of days are going to be hectic.
The inflation cut is coming, but that is not the only thing in motion.
We are preparing for a mainnet FAssets deployment that may look like a boring update at first. Then the effects will start showing up, and the power of it will become clear.
Also, remember all the times I said Flare Smart Accounts were going to be big?
I think the potential has already been shown, but there is more coming. A lot more. Wallets are waking up.
Never forget: there is a massive amount of dormant XRP that can be put to work in a far more effective way because of the infrastructure and ecosystem being built around FXRP.
Oh, and my quant is hearing good things on the vaults side.
I think he might be up to something.
Get ready. We’ll need everyone active.
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Brendan ☀️ retweetledi

We're building the future of XRP DeFi 🔥
@PaulWavelength breaks down our partnership with @FlareNetworks and the new features coming to help you level up your XRP.
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Brendan ☀️ retweetledi

@0xQuantic @FanofFlare Including FIRE? or just the gwei adjustment?
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I think we’re entering a new phase for Flare.
With FIP.16, the network now has a clearer way to capture and reinvest the value it creates.
The flywheel is in place.

Hugo Philion@HugoPhilion
When you see large announcements such as those expanding access to XRPFi on Flare to millions of new users remember, that due to FIP16, FLR token economics scale as economic activity on Flare scales. Flywheel.
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Remember when Elon Musk was saying that you don't need to save?
Why does he want $10T if there is no need to have savings in a few years?
Think about that for a bit
Kalshi@Kalshi
JUST IN: Elon Musk says his goal is to reach a $10 trillion net worth
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Every major financial institution is building a stablecoin payments layer right now. Here's the complete map.
Circle (CPN Managed Payments): bank-to-bank stablecoin settlement without crypto on the balance sheet. Fintechs and PSPs integrate once, access 20+ blockchain rails and global fiat corridors. For institutions that want stablecoin economics without stablecoin complexity.
Stripe + Tempo ($500M, $5B valuation): payment-focused blockchain for enterprise payroll and merchant settlement. DoorDash is live. ARQ, Coastal Bank building on it. For platforms that need programmable settlement baked into existing products.
Mastercard + BVNK ($1.8B): fiat-to-onchain bridging for processors and acquirers across 130+ countries. 24/7 settlement on Mastercard's 140B+ transaction-per-year network. For card-native payment processors wanting stablecoin settlement as an option.
SWIFT blockchain (40+ banks, mid-2026): coordination layer on top of correspondent banking. Shared visibility of transaction state, not actual settlement. For banks that want to modernize without leaving correspondent rails.
JPM Coin (JPMD): deposit token for JPMorgan institutional clients, now multi-chain. B2C2, Coinbase, Mastercard already transacted. For institutions that want bank-grade digital cash on public blockchain.
Rain ($250M, $1.95B): enterprise stablecoin treasury and payouts for Fortune 500. For large corporates wanting stablecoin economics with bank-level compliance.
Here's what none of them are building:
The recurring billing engine. The dunning logic. The retry sequencing. The yield routing that connects idle capital to payment obligations. The merchant-configurable settlement currency. The POS + online integration in one network. The operations layer that makes a finance team say yes to making stablecoins their primary rail —> not just an option they can access.
Every company above is building a pipe. Nobody is building the billing system.
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Brendan ☀️ retweetledi

It’s ironic with SA: they adopt the most Western central banking theory possible, one designed poorly even for Western economies, and apply it completely inappropriately to the type of economy SA wants to become.
A country with mass unemployment, weak industrial capacity, energy constraints and deep inequality cannot run its economy as if it is Switzerland or tge US You can't obsess over inflation targeting, fiscal restraint and “market confidence” while the productive base of the country is collapsing.
They confuse textbook credibility with development. SA doesn't need institutions that only protect price stability. It needs institutions willing to build industry, direct credit, support production and force capital into the real economy.
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$PYPL good chance they end up spinning off Venmo to shareholders in a tax-free distribution. Buyers may be circling, but best bet for shareholders is the opportunity to hold onto $VNMO shares! This likelihood will continue to get priced in as we get more segment information. Same for Braintree. $PYPL Narrative has totally shifted, which is a good thing.
cnbc.com/2026/04/29/pay…
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Brendan ☀️ retweetledi

The Netherlands is introducing a 36% tax on unrealised investment gains - stocks, bonds and crypto.
You owe 36% on paper profits even if you haven't sold.
But that's not the worst part...
You will still owe taxes on those assets EVEN IF they had fallen in value before the tax bill arrived.
The Shopify CEO called it "the dumbest thing any government on planet earth is pursuing right now."
He's not wrong.
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@benjamincowen Benjamin "BTC.D" Cowen wants to stay a Youtuber because he can't get a job anywhere else - Nobody wants him.
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🇿🇦 SOUTH AFRICA PROPOSES INSANE CRYPTO CONTROLS, POSSIBLE FORCED SALES
South Africa National Treasury and South African Reserve Bank have introduced draft Capital Flow Management Regulations that could dramatically restrict crypto use.
The proposal would require disclosure of crypto holdings above an unspecified threshold and could allow the government to force holders to sell assets for rand.
Under the draft, investors may not buy, sell, lend, or transfer crypto above the threshold without permission, except through approved providers.
Transactions would require a stated purpose, and using funds outside that purpose could trigger mandatory resale.
Cross-border transfers and payments using crypto would be banned without approval.
Authorities would also gain powers to search individuals, demand declarations, and seize assets suspected of violating the rules.
Critics say the changes raise serious constitutional concerns around privacy, property rights, and freedom of association, calling them among the most aggressive updates to South Africa’s decades-old exchange control system.

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Brendan ☀️ retweetledi

@leevalueroach Yeah because EPDM/Viton Gaskets are a huge moat. Cringe post
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People ask me why I do not own Nvidia. I tell them I own something better. I own a 102-year-old company in Akron, Ohio that manufactures the rubber gaskets used in the secondary cooling loops of regional water treatment facilities. They have paid a dividend every quarter since the Hoover administration. The CEO is 78 years old and has never been on a podcast. He has never said the word “synergy.” He answers the phone himself. The stock is down 31% this year for no reason. I am buying it with both hands and I will be buried with the share certificates.
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