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@fusionatra

Irregularly posting about gaming, investing, the economy, and the future.

Earth Katılım Mart 2021
582 Takip Edilen1.9K Takipçiler
rufus.gg
rufus.gg@fusionatra·
@elonmusk just donate it to the us sovereign fund, a donation to all citizens of america
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Elon Musk
Elon Musk@elonmusk·
Btw, the proceeds of any legal victory in the OpenAI case will be donated to charity. I will in no way enrich myself.
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rufus.gg
rufus.gg@fusionatra·
It’s not just US domestic deposit flight…it’s all deposit flight to US-denominated, non-domiciled stablecoins. V1 Eurodollar was an accidental phenomenon, followed by LIBOR, swap lines, and eventual financial integration. With V2 Eurodollar, led by USDT, it will likely follow a similar path to integration, but this new iteration is a hostile viral cordyceps that will dig deeper into the nervous system of global currency markets.
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Franklin Bi
Franklin Bi@FranklinBi·
everyone is so busy worrying about deposit flight to Coinbase stablecoins, they forgot to worry about deposit flight to foreign stablecoins aka Eurodollars 2.0 banks lobbying to de-militarize US stablecoins = incredibly short-sighted when you look out at the global money wars
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rufus.gg@fusionatra·
Everyone is walking away with a doom scenario from Dalio’s post, but the most important part is the last sentence of the last paragraph: the staying power of the US. As Dalio points out throughout, at the end everything ultimately comes down to the propensity to execute efficiently on the threat of violence. The United States is a well-oiled violence machine with real-world reps at scale that is unmatched. To ease anxiety, have a good bug-out bag that includes gold coins so you can pay the captain of the ship you board to leave your country if things go to shit, plus a few more gold coins to get you settled. Stack Bitcoin for ultimate wealth portability, procure a firearm to protect said gold coins and family. Once you have that, keep calm and carry on.
rufus.gg tweet media
Ray Dalio@RayDalio

x.com/i/article/2022…

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rufus.gg
rufus.gg@fusionatra·
@ZeroHedge_ @GrantCardone BRICS being successful at cutting out the dollar is one of many probabilities. It has a EV of about 15% +/- 10 Everyone wants to cut out the US but tbh, there is value in the status quo that many don’t price in.
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Wick
Wick@ZeroHedge_·
@GrantCardone Yeah the Chinease Grant. Asia. And Middle East now following. Pay attention brother. BRICS on the cusp of cutting the dollar out due to the China narrative. I love crypto too - but you gonna be honest about what’s going on out there with yourself - it’s a battlefield atm
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Grant Cardone
Grant Cardone@GrantCardone·
Does anyone believe the future of money is gold & silver?
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Franklin Bi
Franklin Bi@FranklinBi·
today’s insightful FAQ with toddler: “wen ice cream?” “why not now?” “wen??” x 10 “why??” x 10 “… because clocks take time to work” 😖
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rufus.gg
rufus.gg@fusionatra·
With precious metals now acting like crypto, perhaps the ease of storage, tight spreads, and portability of Bitcoin will capture more of the SoV mindshare. Bitcoin can’t beat thousands of years of decentralized on/off ramps like jewelry and pawn shops, but it can still win if the price moves up one more power level.
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Vinny Lingham
Vinny Lingham@VinnyLingham·
🍿 time. At some point there will be a reckoning around what actually happened to the original design and narrative of Bitcoin (P2P Cash vs Digital Gold). For those unaware, Luke is the top code contributor to Bitcoin Core and now has competing node software - Bitcoin Knots.
Jacob King@JacobKinge

JUST IN: Bitcoin Core developer Luke Dashjr urges Blockstream CEO & Bitcoin developer Adam Back to resign amid recently released Epstein emails showing Epstein’s involvement in Blockstream’s seed funding and Back’s links to travel related to Epstein’s infamous island. Dashjr says this helps explain years of Back’s hostility, lies, and deception, and calls for him to apologize to developers, investors, and the Bitcoin community.

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rufus.gg@fusionatra·
@VinnyLingham What’s your take on Tether’s strategy to become a clearinghouse of sorts of gold?
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Vinny Lingham
Vinny Lingham@VinnyLingham·
There’s a good argument for us nearing the end of the USD debasement trade. Now, we’re moving into the forex debasement trade… Gold is the neutral reserve asset - let’s see how it performs against the Euro and other currencies this year.
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@jason
@jason@Jason·
2026 off to a wild start Who gets added next? Wrong answers only.
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Vinny Lingham
Vinny Lingham@VinnyLingham·
Question/Task for @grok Compare the decentralization of ownership for Gold vs Bitcoin. Focus on actual distribution across holders (not just protocol design). Include data on: percentage held by individuals vs institutions/governments, estimated number of holders, Gini coefficient or concentration metrics if available, and why one is more decentralized than the other in terms of real-world ownership spread. Use the most recent 2025 data.
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rufus.gg@fusionatra·
Merry Christmas!
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rufus.gg@fusionatra·
@VinnyLingham So you’re saying double down on bitcoin, got it
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Vinny Lingham
Vinny Lingham@VinnyLingham·
My best trades have often been the ones where my initial entry was bad, but instead of doing a stop loss, I doubled down after losing 50%+z If you can get the trend direction right, this is the way. If you can’t double down, you’re not sizing your bets correctly.
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rufus.gg@fusionatra·
@nikitabier Go to LinkedIn, find everyone with Xtreme Labs on their LinkedIn profile
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rufus.gg
rufus.gg@fusionatra·
Everyone talks about “loyalty” programs in crypto, without knowing anything about how that business or how the balance sheet requirements works. It’s not even universal, with many regional consumer regulatory frameworks impacting them. I got a deep look in that industry, helping some of the largest programs in the world. Loyalty points are more permissive in their structure, but have other rules. Loyalty programs do not want to adopt stablecoins to fully back points and carry that backing in their balance sheets. That compromises the value of their programs. There are other uses for stablecoin-like features, and tokenization, but stablecoins as is, is not the solution. I hear different “loyalty program” pitches regularly, but people just don’t understand the core business, and what makes it attractive to operate at scale.
Simon Taylor@sytaylor

@tempo Think about big companies with loyalty points. Loyalty points are liabilities. Every point you issue sits on your balance sheet as a debt. Airlines manage billions in outstanding miles. CFOs hate it. The whole model depends on "breakage" - hoping customers forget to redeem.

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