Don Mancini
393 posts

Don Mancini
@DonaldMancini
Financially Free at 45. Married HS Love. Father of 4. Real Estate Investor. Seeking Truth, Gaining Wisdom, Sharing with the World.
Miami, FL Katılım Ekim 2011
613 Takip Edilen292 Takipçiler

@SprottMoney @DonDurrett @DonDurrett is historically correct. But the inverse correlation between gold and stocks is over. Both assets now hedge against currency debasement (with gold being superior IMO). Flight to quality. Treasuries pay the price. Parallel growth from here.
English

🚨 “Gold and the S&P 500 shouldn’t both be at all-time highs… something’s got to give.” — Don Durrett @DonDurrett
In this Ask the Expert episode, Craig Hemke speaks with Don Durrett about the unusual battle between gold and equities, and why both rising together could signal a major shift ahead. @TFMetals
🔑 Key takeaways:
🔹 Gold and the S&P 500 hitting highs at the same time is highly unusual
🔹 Historically, gold rises when the economy struggles—not alongside equities
🔹 Gold has repeatedly rebounded to new highs despite corrections
🔹 The “final battle” narrative suggests one asset may ultimately outperform
🎥 Watch the full conversation on YouTube: youtu.be/Md1yMFe8J40
#Gold #GoldPrice #S&P500 #StockMarket #SprottMoney

YouTube
English

@moseskagan Fair question. Ask what you’re hiring the broker to do. 1) Procure a tenant to generate cash flow for you or 2) procure a tenant AND guaranty the tenant’s financial solvency over the term of the lease. How can a broker do that? It’s not 2, so shouldn’t be structured like 2.
English

@Dearme2_ @DandapaniLLC course on awareness and the mind. Once you understand you’re not your thoughts, your life changes forever. $99 one time cost and say goodbye to anxiety and depression.
English

@unusual_whales @PeterDiamandis @elonmusk @RonDeSantis @RonPaul we NEED a United States Technology Bill of Rights for US citizens. This covers all aspects of technology including tracking and selling data by corporations and the US government.
English

@RepBrandonGill There is a true common sense Patriot. Thank you.
English

@RandPaul Not passing the SAVE act by congress is an act of treason against the USA and all senators opposed or abstained should be prosecuted accordingly.
English

@Jacobtheclipper @BrickCenter_ I haven’t watched an NBA game on television in 20 years. I go once per year to a Celtics game, floor seats, and I regret going every time. The NBA is totally unwatchable. Almost every player is unlikable. Are the ratings even respectable these days?
English

The NBA is officially a clown show.
What other pro league acts like this?
Fouling the Wizards to preserve the clock up 20 to stat pad Bam’s points...
Imagine the NFL doing this, letting the other team score TDs to get the ball back?
(@BrickCenter_ )
English

I keep it pretty systematic. I follow @DariusDale42 KISS framework at 42 Macro and use their institutional macro research to guide exposure. Gold is a strategic hold, but I adjust the size of the position based on the macro regime and portfolio signals. When KISS signals risk-on or a regime shift, I simply follow the process and scale accordingly. Keeps emotion out of it.
English

Important question for my fellow gold bugs and macro friends! 🚨
We all know why we hold it, but what’s your exit strategy?
What specific signs, indicators, or signals do you use to decide when to sell your gold or at least trim your positions?
📉 Valuation indicators? 📊 Technicals? 🤔 Sentiment extremes?
Drop your thoughts and ideas below so we can discuss! 👇
#Gold #GoldBugs #XAUUSD #Macro #Investing #PreciousMetals #IGWT @IGWTreport
English
Don Mancini retweetledi

In a world conditioned to fear deflation, we miss its promise: abundance. Technology drives costs down, making life more affordable. Embrace deflation as a path to prosperity, not scarcity. The future isn't scarce; it's abundant—if we let it be. #ThePriceOfTomorrow
English

@LynAldenContact As @DanSullivanSC says, “all progress begins by telling the truth.”
English

Phenomenal. Best read of 2026. Bravo @hendry_hugh zerohedge.com/crypto/modern-…
English

@APompliano Sports Betting and Only Fans are 2 of the stupidest places US men spend money. Tragic stupidity hits this demographic hard.
English
Don Mancini retweetledi

#ULTIMAHORA Mucha gente se pregunta por qué Bitcoin se está derrumbando📉 y la respuesta no está en el “sentimiento”, ni en el “ciclo”, ni en el FUD de siempre.
El problema es estructural ⚠️ y tiene que ver con cómo hoy se forma el precio.
• Antes, el precio de BTC se descubría principalmente on-chain, con oferta limitada y compradores marginales reales
• Hoy, el precio se define fuera de la cadena, en mercados financieros sintéticos
El punto clave es este 👇
👉 ya no manda la escasez, manda el papel.
Bitcoin nació con una promesa muy clara:
• Oferta finita (21 millones)
• Imposibilidad de rehypotecación
• Escasez real como base del valor
Eso funcionó… hasta que llegó Wall Street 🏦
El quiebre ocurre cuando se montan capas financieras encima del activo:
• Futuros liquidados en efectivo
• Perpetual swaps
• Opciones
• ETFs
• Préstamos vía prime brokers
• BTC “envuelto”
• Swaps de rendimiento total
Desde ese momento, el suministro de BTC dejó de ser económicamente escaso ❌
⚠️ No en la blockchain
⚠️ Sino en el proceso de formación de precios
¿Qué significa esto en la práctica?
• El mismo BTC puede respaldar múltiples instrumentos al mismo tiempo
• Se crean reclamaciones financieras sobre una misma moneda
• El “float” real se vuelve irrelevante
📌 Resultado:
Bitcoin pasa de ser un activo escaso a un activo dominado por derivados.
Y cuando eso sucede, la historia ya la conocemos 👇
Oro, plata, petróleo… todos vivieron el mismo proceso.
¿Cómo opera ahora el mercado?
1️⃣ Se crea BTC “de papel” ilimitado
2️⃣ Se vende en los rallies
3️⃣ Se provocan liquidaciones
4️⃣ Se recompra más abajo
5️⃣ Se repite el ciclo
No es especulación.
Es fabricación de inventario financiero.
Hoy, 1 BTC puede sostener al mismo tiempo:
• Una unidad de ETF
• Un contrato de futuros
• Un swap perpetuo
• La delta de una opción
• Un préstamo
• Un producto estructurado
👉 Seis derechos sobre una sola moneda
Eso no es un mercado libre.
Eso es un sistema de reserva fraccionaria aplicado al precio 🧩
Por eso Bitcoin ya no se mueve solo por halving, adopción o narrativa 🚨
Se mueve como un activo financiero más, atrapado en la lógica de derivados.
Y por eso, mientras esta estructura no cambie,
📉 la volatilidad a la baja seguirá apareciendo justo cuando “todo se ve bien”
El gráfico lo muestra claro.🧠📊

Español

So here’s the issue you get influencers like this guy have a quarter million followers and they claim they don’t know why it is declining… it’s because they don’t understand basic mechanics of price discovery.
They don’t understand that the marginal buyers or the float determines price they think the onchain bitcoin is that is the price discovery
Well, it was once upon a time but now..
Once you can synthetically manufacture the supply, the asset is no longer scarce and once scarcity is gone, price becomes a derivatives game, not a supply-and-demand market.
This is exactly what has happened to Bitcoin.
This is the same structural break that occurred in gold, silver, oil, and eventually equities once they became derivatives-dominated.
The original premise that no longer exists
Bitcoin’s entire valuation logic was built on finite supply (21M) and inability to be rehypothecated.
That died the moment:
•Cash-settled futures
•Perpetual swaps
•Options
•ETFs
•Prime broker lending
•Wrapped BTC
•Total return swaps
were layered on top of the chain.
From that moment forward:
Bitcoin supply became theoretically infinite.
Not on-chain in price discovery.
The metric that explains the collapse
Synthetic Float Ratio (SFR)
Once you can synthetically manufacture the supply, the asset is no longer scarce — and once scarcity is gone, price becomes a derivatives game, not a supply-and-demand market.
That is exactly what has happened to Bitcoin.
This is the same structural break that occurred in gold, silver, oil, and eventually equities once they became derivatives-dominated.
Why Wall Street can now “trade against” Bitcoin
They do exactly what they’ve done in every commodity market:
1.Create unlimited paper BTC
2.Short into rallies
3.Force liquidations
4.Cover lower
5.Repeat
They are not “betting” — they are manufacturing inventory.
The same 1 BTC can now support:
•An ETF unit
•A futures contract
•A perpetual swap
•An options delta
•A broker loan
•A structured note
All at once.
That is six claims on one coin.
That is not a market.
That is a fractional reserve price system.
The ₿itcoin Therapist@TheBTCTherapist
Bitcoin actually tagged $73,000 today, which is borderline insane. What’s remarkable is no one actually knows what’s happening and why price is going down. It’s all predicated on some BS glitch narrative from 3 months ago and the 4 year cycle which means absolutely nothing.
English

@Bitcoin_Teddy Because of bitcoin’s lack of utility TODAY. Until Bitcoin has a use case different than “store of value” there will be no rush into the asset. If you want Bitcoin price to increase, build or fund a business on the blockchain.
English

















