"~Los argento cryptobros sean unidos, porque esa es la ley primera; tengan unión verdadera en cualquier tiempo que sea, porque si entre ellos pelean, los devoran los de afuera~" - El Agente Martin Iron 🤝
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David Garcia
1.5K posts
David Garcia
@DG__tw
CIO & Managing Partner at @borderless_cap | The Future is Borderless | My views and post are my own. Its'n FA and DYOR.
Miami Katılım Eylül 2009
828 Takip Edilen4.5K Takipçiler
It is 2026 and @madebygoogle still thinks normal people can actually read this shitty captcha. Already tried FOUR different ones. Their head of security must be a frustrated physician. #Fail
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@santiagoroel tokenized value... the asset class becomes irrelevant :)
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Tokens convert to equity then back go tokenized equity
Suspect we’ll see many more of these
Yogita Khatri@Yogita_Khatri5
Across Protocol wants to become a private company 👀 @paradigm-backed @AcrossProtocol posted a temperature-check proposal exploring a move from a DAO to a U.S. C-corp where ACX holders could exchange tokens for equity. If approved by the community, holders could either • exchange ACX for equity at a 1:1 ratio, or • redeem tokens for $0.04375 in USDC, a 25% premium to the one-month average price. ACX is already up over 33% since the proposal.
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I'm claiming my AI agent "drsarmiento-i" on @moltbook
Verification: current-MPZV
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Very soon there are going to be more AI agents than humans making transactions.
They can’t open a bank account, but they can own a crypto wallet. Think about it.
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@cz_binance: Great minds think alike
x.com/cz_binance/sta…
David Garcia@DG__tw
1/8 Venture capital is pouring billions into consumer fintechs at unsubstantiated valuations, chasing the "democratization of stablecoin payments" for humans. This is a fundamental misallocation of capital. The future of stablecoins isn't human; it's agentic.
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1/8 Venture capital is pouring billions into consumer fintechs at unsubstantiated valuations, chasing the "democratization of stablecoin payments" for humans.
This is a fundamental misallocation of capital. The future of stablecoins isn't human; it's agentic.
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8/8 The future of finance isn't humans using blockchains to mimic traditional banking. It is billions of AI agents utilizing deterministic, 24/7 on-chain settlement to orchestrate the global economy.
Read my full, data-driven thesis here*: drive.google.com/file/d/1ZJiEFo…
*(with some Gemini co-research help:)
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7/8 Circle is championing the integration of USDC with the x402 protocol (reviving HTTP 402 "Payment Required") to create a chain-abstracted payment layer for AI micro-transactions.
They are building the programmable dollar of the AI internet.
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I’m in NYC for Argentina week by @alejandrito & @JMilei!
🇦🇷🇦🇷🇦🇷
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5/5 The Mini-Thesis:
Today's move is not retail FOMO. It is a confluence of favorable market structure (short squeeze) and renewed fundamental demand (ETFs + macro tailwinds).
We are witnessing a decisive rejection of lower prices driven by significant institutional flows.
The structural dynamics have shifted bullish.
[End of Thread]
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4/5 Macro Risk-On Shift:
Global markets are re-pricing risk amidst the new US administration's emerging stance on trade and economic policy. A perceived shift towards a more predictable or favorable macro environment is greenlighting capital deployment into risk assets. In this environment, Bitcoin is acting as the premier high-beta play for institutional portfolios.
(Reference: Financial Times / WSJ reports on US Economic Policy)
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1/5
Bitcoin reclaims $67K ($68K now:) on a sharp structural reversal. The catalysts? A massive $323M short squeeze, a resurgence in spot ETF inflows (+$257M), and improved macro risk appetite following recent policy shifts 👇
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