Nuno
4.7K posts

Nuno
@De_Snowmaniac
🇵🇹 | 7yrs tradFi risk consulting | Destination: The Ape Citadel | pregos na testa a quem não quer ver | Christ is King | 🐝🍀
Mewn Katılım Ocak 2017
1.6K Takip Edilen501 Takipçiler


@ErikVoorhees could pursue comedy after presiding the ECB. hard money would certainly laugh.
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"deeper capital market integration through the savings and investment union and a stronger safe asset base"
translation:
"banks bribed us sufficiently"
European Central Bank@ecb
Stablecoins are not an efficient way to strengthen the international role of the euro, says President Christine @Lagarde. The best solution remains deeper capital market integration through the savings and investment union and a stronger safe asset base ecb.europa.eu/press/key/date…
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Fiscal and financial dominance could erode central bank independence in the future, @Isabel_Schnabel says at @FMG_LSE. Preserving independence requires prudent fiscal and regulatory policies, as well as central banks remaining firmly within their mandates.
ecb.europa.eu/press/key/date…

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A few simple theses for the next 5 years:
1. Fiat supply expands to accommodate gargantuan debt loads
2. Token consumption grows exponentially as AI agents work around the clock
3. AI proliferates into the real world via robotics, smart sensors, etc.
Basic stuff. Hard to argue against those.
There is simply no limit to the demand for intelligence or physical labor.
Decoupling intelligence and labor from humans leads to an unprecedented economic revolution.
Your job is simple: Identify the assets that benefit from the changes...
And most importantly: Make sure you can hold them with conviction through the inevitable volatility.
Bitcoin in March 2020 was one of the easiest buys of my life.
It was so obviously undervalued and under-appreciated given the era we were entering.
"Money printing" and "fiat" were still niche ideas at the time.
The Jay Powell money printer meme still hadn't entered public consciousness.
Similarly, people are still sleeping on the actual coming impact of physical and digital AI.
We know it's going to big... but few understand just HOW big.
Which means there are assets right now that are the Bitcoin 2020 equivalent.
They aren't yet priced for the exponentials we're going to witness.
Some assets aligned with this future with good risk-reward in my estimation:
1. Fiat expansion: BTC, gold
2. Token consumption explosion: $NBIS $IREN
3. Physical AI: $MP $OUST (and also $NBIS)
These aren't necessarily the safest plays.
There's execution risk, geopolitical uncertainty, etc.
But if the three simple theses above play out, all of these are likely to benefit from the tailwinds.
And they're the right size right now where they actually have a chance at multiplying capital.
Five years goes by insanely quickly.
I took this picture hiking in the Jura 5 years ago.
It feels like yesterday.
BTC multiplied my capital ~8x since then
I expect these names to help me continue to compound over the next 5 years.

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Stablecoins are not an efficient way to strengthen the international role of the euro, says President Christine @Lagarde.
The best solution remains deeper capital market integration through the savings and investment union and a stronger safe asset base ecb.europa.eu/press/key/date…

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@FabianoSolana Add “attacked a pigeon” on the list.
Won’t ever forget. Long memory.
Everyone who attacks me has bad luck.
Pigeon resilient.
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be the white whale:
> becomes top Hyperliquid trader
> makes $30M in 1 week (July ‘25)
> gains 40K followers
> loses almost everything in 10/10 event
> leaves HL and moves to Drift
> CTO “whitewhale” memecoin
> mints new millionaires
> pulls $10M from CRT pre-collapse
> uses it to LP his own memecoin
> memecoin -90% from ATH (L)
> says goodbye to toxic CT
> Drift collapses with $500K still in
tribute to the white whale 🫡

fabiano.sol@FabianoSolana
This is the story of how @WhiteWhaleLabs nearly lost $6M > Big backer of @DeFiCarrot with $10M of CRT tokens > Suddenly starts burning it all (over 60 txs) > 2 months later, CRT loses 50% due to Drift hack If he hadn’t done that, the $10M would be worth $4M now
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