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John Gillen - WartimeEthereum.eth
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John Gillen - WartimeEthereum.eth
@BitcoinJesusETH
ex BlackRock VP | Host of @MilkRoadMacro Podcast | General Partner - TRU Capital Fund
bitcoinjesus.eth Katılım Nisan 2021
2.8K Takip Edilen3.5K Takipçiler
John Gillen - WartimeEthereum.eth retweetledi
John Gillen - WartimeEthereum.eth retweetledi
John Gillen - WartimeEthereum.eth retweetledi
John Gillen - WartimeEthereum.eth retweetledi
David Hoffman: "The decision to sell my $ETH came from seeing a difficulty in the Ethereum network being market competitive."
ETH went from 90%+ smart contract dominance to 60%, and that gap is the difference between "ETH is money" and "ETH is just another L1 asset."
What's missing is a killer instinct at the top (the EF).
FT @BitcoinJesusETH @TrustlessState @CamiRusso @DefiantNews.
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Bids filled
Set new bids
Not financial advice
GIF
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John Gillen - WartimeEthereum.eth retweetledi
Jim Bianco: The Fed futures market is already pricing an 85% chance of a rate hike this year.
So if Warsh comes out hawkish on June 17th - nothing happens, market already priced it.
If he comes out dovish, the market will immediately ask:
Who are the other 6 voters going with him?
"Fine. One guy wants to cut rates. Who are the other six that are going to vote with him? Tell me, give me those names."
That's the way the market is going to look at it - meaning the June meeting may be less of a market mover than people expect.
FT @biancoresearch @BitcoinJesusETH @MilkRoadMacro.
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John Gillen - WartimeEthereum.eth retweetledi
Jim Bianco: Every financial crisis starts the same way - treating a structural problem like a temporary liquidity glitch.
2008, 2020, the Asian crisis in 97 - every time Wall Street said "just pump money at it and we'll go back to normal."
Every time, it didn't.
FT @biancoresearch @BitcoinJesusETH @MilkRoadMacro.
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John Gillen - WartimeEthereum.eth retweetledi
Stocks are near all-time highs. AI spending is exploding. The economy looks strong.
Yet one of the world's top liquidity experts says we're entering the most dangerous phase of the cycle.
His advice?
Keep dancing...
But dance near the exit.
Liquidity is slowing. Inflation risks are rising.
The music is still playing. Just make sure you know where the door is.
FT @BitcoinJesusETH @crossbordercap
Tune in to know more
⏱ TIME POINTS ⏱
00:00 – Intro
01:41 – Could The EU Eventually Break Apart?
05:11 – Stablecoins: A Threat To Europe?
07:22 – Strong Dollar vs U.S. Dominance
09:45 – Kevin Warsh & The Fed’s Next Move
21:32 – Sponsor: Cape
22:17 – Sponsor: Nexo
22:56 – The Bond Market Warning Signal
25:42 – Why Treasury Buybacks Matter
30:10 – China’s Debt & Money Printing Strategy
36:26 – What’s Really Driving Gold?
40:12 – Sponsor: Kalshi
40:45 – How To Position For 2026
43:55 – Can Markets Absorb The AI IPO Wave?
46:52 – Final Thoughts
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It's over
Anthropic@AnthropicAI
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor. It’s happening faster than we thought, and the implications deserve greater attention. anthropic.com/institute/recu…
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JP Morgan has ~$2.7T in deposits
I hope that soon we can be more bankless
Ethprofit.eth 🦇🔊@Ethprofit
🚨JUST IN: JPMorgan, Citi and major US banks to launch new tokenized deposit system on Ethereum
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