Kevin priv/acc

890 posts

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Kevin priv/acc

Kevin priv/acc

@XperienceFi

Katılım Temmuz 2022
1.3K Takip Edilen367 Takipçiler
Kevin priv/acc retweetledi
Adam Livingston
Adam Livingston@AdamBLiv·
STRC IS DRIVING BITCOIN TO $1 MILLION - $500 MILLION RAISED IN ONE DAY FROM STRATEGY?!?!? THIS IS THE BIGGEST STORY IN FINANCE AND THE WORLD IS ASLEEP. SHARE THIS EVERYWHERE TO SPREAD THE ORANGE GOSPEL OF BITCOIN'S TAKEOVER OF THE OLD MONETARY ORDER. THIS IS MY BEST VIDEO EVER, THE BEST ARTICULATION OF THE GREAT ORANGE SINGULARITY. SAYLOR HAS DONE IT. HE WON:
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Alexandre Laizet ⚡️
Alexandre Laizet ⚡️@AlexandreLaizet·
France introduces a bill to accumulate 2% of Bitcoin’s fixed supply and establish Europe’s First Bitcoin Strategic Reserve⚡️ This bill from @partiudr @eciotti proposes the acquisition of 420,000 BTC over 7-8 years to protect France’s financial sovereignty using nuclear and hydroelectrical Bitcoin mining and perpetual holding of Bitcoin ⚡️ Capital B, France’s and Europe’s First Bitcoin Treasury Company @_ALCPB, is ready for that future ⚡️🇫🇷⚡️
Grégory Raymond 🐳@gregory_raymond

🟥 Info @TheBigWhale_ Une proposition de loi pro-crypto va être déposée aujourd’hui à l’Assemblée nationale par le @partiudr de @eciotti C’est la première fois qu’un texte aussi complet sur le sujet est proposé en France. Je vous dresse ici les propositions qui se déclinent en trois axes principaux. 👉  Créer une réserve stratégique française de bitcoins Le texte propose la création d’un Établissement public administratif (EPA) dédié à la détention et la gestion d’une réserve de 2 % de l’offre totale de bitcoins, soit 420 000 BTC à horizon 7–8 ans. L’objectif est de constituer une forme "d’or numérique national" pour diversifier les réserves de change et protéger la souveraineté financière du pays. Son financement serait réalisé de la manière suivante : - Minage public à partir des excédents d’électricité nucléaire et hydraulique, avec fiscalité adaptée pour les mineurs (cf. 3ème axe ci-dessous). - Conservation systématique des bitcoins saisis lors de procédures judiciaires. - Affectation d’un quart des montants collectés sur le Livret A et le LDDS à l’achat quotidien de BTC sur le marché secondaire (environ 15 millions d’euros par jour, soit 55 000 BTC/an) - Paiement de l’impôt en Bitcoin (sous réserve de la constitutionnalité). 👉  Encourager les stablecoins en euros Le texte reconnaît les stablecoins comme une alternative crédible au système Visa–Mastercard et propose un usage quotidien encadré. - Plafond de 200 euros par jour de paiements en stablecoins libellés en euros, exonérés de fiscalité et de cotisations sociales. - Paiement des impôts en stablecoins euros autorisé. Objectif européen : assouplir le règlement MiCA pour faciliter l’émission de stablecoins par les banques et entreprises européennes et s’opposer à l’euro numérique (CBDC) au Conseil de l’UE, jugé centralisateur et dangereux pour les libertés financières. 👉  Accompagner les acteurs industriels Le texte s’attaque aux freins énergétiques et financiers au développement de l’écosystème français. Adaptation de la fiscalité de l’électricité pour le minage : - création d’une accise dynamique progressive selon des paliers de prix. - expérimentation de tarifs flexibles du TURPE pour les sites consommateurs flexibles et modulables (par exemple les data centers de minage). Intégration du Bitcoin et d’autres crypto-actifs dans le PEA via des ETN (Exchange Traded Notes), afin d’élargir l’accès institutionnel et sécuriser la détention indirecte. Révision des règles prudentielles européennes : la proposition appelle à adapter la pondération des risques (jusqu’à 1250 % aujourd’hui sur certains crypto-actifs) pour rendre possibles les prêts "Lombard" adossés à des crypto-actifs. 💡  Quelles chances ce texte a-t-il d’aboutir et dans quel contexte s’inscrit-il ? Il ne fait pas partie du projet de loi de Finances actuellement débattu (c’est une proposition de loi indépendante) et a été conçu sans la collaboration d’autres forces politiques. Il a donc peu de chances d’être retenu par le Bureau de l’Assemblée en raison du faible poids de l’UDR dans l’hémicycle (16 députés). Ce texte porte en lui plusieurs propositions défendues par le secteur depuis de nombreuses années, ainsi que d’autres inédites. En dépit de la probabilité infime que cette proposition de loi aboutisse, celle-ci manifeste l’ambition du groupe UDR de se présenter comme le parti le plus à même de défendre les intérêts de l’écosystème crypto français. Il s’inscrit dans le sillage du succès de Donald Trump outre-Atlantique, dont le parti-pris pour cette thématique a contribué à séduire un nouvel électorat auquel peu s’intéressaient auparavant.

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Kevin priv/acc retweetledi
RYAN SΞAN ADAMS - rsa.eth 🦄
what's crazy is crypto spent 10 years building an entirely new financial system that's 10x better than the old one but we couldn't roll it out because they made it illegal so we had to build in the grey and get political (meanwhile they blamed us for having no use cases while making all our use cases illegal) but then in 2025 crypto become legal so now we have 10 years of awesome stuff we can roll out so we're starting to roll it out banks and wall street have no idea what's about to hit them because they've been shielded from competition in a cute little regulatory box but now we can deploy the defi we spent 10 years building and actually do things in a fair fight crypto wins
RYAN SΞAN ADAMS - rsa.eth 🦄 tweet media
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Kevin priv/acc retweetledi
Hunter Horsley
Hunter Horsley@HHorsley·
6-12 months from now, the big story in crypto is going to be credit and borrowing. It will explosively grow over the next few years. Two vectors: 1. There’s nearly $4 trillion dollars of crypto and growing: when people can borrow against this crypto, rather than sell, they will. 2. There’s over $60 trillion in public equities alone in the US. As assets tokenize, someone with $7,000 of a stock will be able to borrow against that for the first time, Onchain. Crypto is going to reshape capital markets. It’s just getting started.
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Kevin priv/acc retweetledi
Alex Svanevik 🐧
Alex Svanevik 🐧@ASvanevik·
MAKING A USD TRANSFER IN 2025 Bank: - Send email to RM - Fill out this form - "I need the home address of the recipient" - Disclose why you are sending the funds - Sign this document - Your signature doesn't match - Do it over again - OK it apparently matches now - Confirm via phone - Oh it's past 4pm, we'll send it tomorrow - Wait 5 days - (Weekend) - Ask bank where the money is - Something went wrong so the money is now back at the account - No-one knows why - Get charged anyway - Go back to step 1 ... Stablecoins: - Enter address, click send - Wait a few seconds - Done
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Massimo
Massimo@Rainmaker1973·
“I warned you in 1984, and no one listened.” – James Cameron, director of The Terminator, on AI today. James Cameron says he warned us about AI in 1984 – and, he says, now it’s starting to look a lot like the Terminator. In a recent interview, Cameron pointed to real-world developments that echo his film’s dystopian warning. In 2020, UN reports revealed that AI-powered drones may have autonomously targeted human combatants in Libya – a possible first in history. A 2023 United Nations study also confirmed that at least nine countries are actively developing autonomous weapon systems, capable of selecting and engaging targets with little or no human oversight. [Amiri, Arezki. "'I Warned You in 1984 and Nobody Listened': James Cameron Was Right, Today’s AI Looks More and More Like the Terminator." Daily Galaxy, 16 August 2025.]
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Eric Jiang
Eric Jiang@veggie_eric·
I’m convinced that anyone who says Thinking Fast and Slow is a good book is just trying to masquerade as erudite and sophisticated Nothing against Kahneman, but that brick is literally 500 pages of word vomit that could’ve been said in two paragraphs
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Kevin priv/acc
Kevin priv/acc@XperienceFi·
@ZynxBTC Most likely it’s invested in treasuries at 4% and they need the cash yield to support the operating business which has real costs.
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Zynx
Zynx@ZynxBTC·
Ryan Cohen is risking his entire legacy by not buying Bitcoin with the cash GME are sitting on. Generational fumble is not what you want to be remembered for. The problem with betting against Bitcoin is that year on year your decision looks increasingly worse as Bitcoin ascends to $1mil, and then $10mil a coin. Let's be honest, GameStop aren't going to come anywhere close to doing anything special or remarkable. It most certainly won't out perform Bitcoin. Brother @ryancohen, the only way to get out of this doom loop is by immediately buying Bitcoin with all the cash GME have on deck. The longer you leave it, the worse it gets. If Bitcoin goes to $1mil, you've returned incredible value to shareholders. If it goes to 0, well, we're all fucked anyway and people would still respect you. This is just a bad spot to be in, and there's only one way to get out of it...
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Kevin priv/acc retweetledi
Dyme
Dyme@CryptoParadyme·
this goes hard
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Vivek Sen
Vivek Sen@Vivek4real_·
🇺🇸 $2 TRILLION CITI BANK CFO JUST SAID LIVE ON CNBC THAT THEY WILL PROVIDE CRYPTO ON AND OFF RAMP IT’S HAPPENING!!!
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Kevin priv/acc retweetledi
The Smarter Web Company
The Smarter Web Company@smarterwebuk·
We've just uploaded a brand-new investor presentation for The Smarter Web Company (#SWC | $TSWCF | $3M8.F). It includes details on our business strategy alongside our Bitcoin Treasury. Whether you're a current investor or just getting to know us, this is a great way to discover more. View the full presentation here: investors.smarterwebcompany.co.uk/investors/pres…
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Andy Constan
Andy Constan@dampedspring·
There are a handful of you out there who really understand monetary plumbing. Can one of you please explain where the fresh USD comes from to fill this demand. Not bank deposits or money market funds obviously because that isn't fresh. As far as I can figure it's only physical currency (Benjamins). But would love to be proven wrong.
FinancialJuice@financialjuice

US Treasury Secretary Bessent repeats $2 trln in possible stablecoin US Treasuries demand.

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Kevin priv/acc retweetledi
mert
mert@mert·
this is very cool you can now swap into stocks like NVDA directly on Solana! NVDA, CRCL, TSLA, MSTR and more internet capital markets are here
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Bitcoin Jimmy
Bitcoin Jimmy@BitcoinJimmy21·
So… price has been choppy 🌊… but where are we re the underlying numbers… last night @smarterwebuk completed a new institutional raise at £2.90 and closed £41.2m. Since last week SWC also raised £3.7m from a single investor at £4.95. AND purchased 197 BTC, bringing total BTC to 543. So… what’s the NAV? That’s interesting. I’ve tracked each RNS. There are now 242.5m shares outstanding. This includes the 7m shares from tranche 1 of the ATM. Has that all been sold? Who knows, so I’ve had to model in some assumptions (see screenshots below). I’ve calculated SWC’s current NAV, including BTC and cash, as £120m. This includes 7m ATM shares sold at £3.50. This NAV implies a notional BTC total of ~1500. We now expect SWC to pass 1000 BTC in a week or so, becoming the fastest small-cap, starting from basically zero, to hit this milestone 🚀 With NAV of £120m, at a share price of £2.70, and 242.5m shares, I calculate the current mNAV as 5.44. The stock has rarely traded at such a low multiple since it’s first baby steps a few months ago. So what’s going on here? Is the premium being re-rated down? Is this THE new baseline mNAV for such an accumulator? I doubt this. MetaPlanet, the OG small-cap to execute this strategy, currently trade at an mNAV of ~6 and they are much further down the road with 10,000 BTC. Over time we expect the mNAV to compress, so MTPLF give us an indication of where mNAV should be in the future. But right now? I can see SWC re-rating back up to 10 or 12 mNAV. I think what is going on at the minute is a broader market thing. All the BTCTC’s have retracted a fair amount. I think this is a round of profit taking, market making, and a reloading of the spring. Really, I don’t know. But, for me, the fundamentals remain in place, and the spring is LOADED. But… who knows! BTC markets cycle, we could be at the top, or the middle. I think this is why we should take a long term view and DCA into the stock. Right now, I think this represents a very very good entry point. But zoom out, and think in 5 years and not 5 days. NFA - obviously P.s. open to input on how we crunch the numbers ➕➖➗✖️🟰
Bitcoin Jimmy tweet mediaBitcoin Jimmy tweet media
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Max Stéph
Max Stéph@maxstephhh·
🚨Lionel Messi’s assist vs Netherlands has been voted as the greatest assist in Football history [FoxSports] 🤯
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Jack The Oiler
Jack The Oiler@Jacktheoiler·
It’s surreal that $S is now 1 click away for all of US retail and over 100M users worldwide. (For perspective, Kraken has 13M) We no longer exist on the fringes of the industry. Any pump, any moment of fomo is liable to explode $S into US retail consciousness. New era.
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