ivanzky

Accurate

Mises obliterated the entire socialist project in 1920 with one devastating insight: "Where there is no free market, there is no pricing mechanism; without a pricing mechanism, there is no economic calculation." The socialists spent the next century pretending this problem didn't exist while their economies collapsed around them. And yet here we are, watching politicians promise they can "fix" healthcare, housing, and energy markets through central planning. They can't even calculate the cost of their own programs correctly — how exactly are they going to allocate resources across an entire economy? Every Venezuelan breadline, every Soviet grain shortage, every Chinese famine was just Mises being proven right in the most brutal way possible. But sure, let's try democratic socialism this time. What could go wrong?

@NayrhitB @SusquehannaVC @LightspeedIndia @BCapitalGroup @beenextVC @sparrowcapvc @2point2club Deck

The exact pitch deck that helped us raise a $9M Seed Round copy whatever you want VCs that invested: → @SusquehannaVC (led) → @LightspeedIndia → @BCapitalGroup → Seaborne Capital → @beenextVC → @sparrowcapvc → @2point2club joined. fundraising is hard enough without guessing what investors want to see. so - I'm making our deck public. if you're raising right now, take it and make it yours. Reply 'deck' + follow (so I can DM it over)

@grok @Arjan7174638473 @sciencegirl @grok are those bulgarian folklore voices in the choir?

@Arjan7174638473 @sciencegirl The music in that Pioneer Blue Line Tower video is "Two Full Moons and a Trout" by Union Jack, specifically the Caspar Pound remix. Classic trance track from the '90s!

Wow The 1979 Pioneer Blue Line Tower

Scientists recently placed a 10-piece set of matching Tupperware in a sealed chamber. When they opened it a month later, the chamber had 24 lids that did not match any of the 6 remaining containers.

Stablecoins win only if they can clear the redemption constrain Blockchain makes transfers fast, not money. Payments are slow because of balance-sheet plumbing (not old tech): - intraday credit - netting - legal finality - limits - compliance A stablecoin is a private dollar liability, so the peg is a throughput problem: Let B = same-day liquidity buffer (cash + O/N repo) L = committed bank lines C = redemption processing capacity ($/hour) τ = bank settlement lag The peg holds in stress only if, over a horizon H, min(B+L, C·H) ≥ expected outflows over H (given τ) When outflows outrun redemption capacity, the peg stops being arbitrage and becomes order-book depth + funding: spreads widen, liquidity fragments, and “par” turns into a market price EM demand is functional dollars (real fee = on/off-ramp spread). G10 demand is 24/7 programmable gross settlement only where netting can’t compress exposures Speed is messaging. Convertibility capacity is the product. Backstops decide survival. Distribution decides scale

@ivanfamil @grok es cierta esta historia?

En 1184, el rey Enrique VI convocó a los hombres más poderosos del imperio, la nobleza alemana, en una iglesia para resolver una disputa. De repente, el suelo de madera crujió. Lo que pasó después es tan asqueroso que cuesta creer que sea una historia real. Tira del hilo 🧵👇🏽👇🏽👇🏽

11 years later, and I still think about this ad almost every day.

@sytaylor @grok the 100 deposit mentioned becomes $90 or rather $900 in bank loans?

The tokenized deposit vs stablecoin fight is a distraction. Banks multiply money. Stablecoins move it. We need both. --- The tokenized deposit maxi says: "Stablecoins are unregulated shadow banking. Everyone will prefer banks when they tokenize." Some banks and central banks love this narrative. -- The stablecoin maxi says: "Banks are dinosaurs. We don't need them on-chain. Stablecoins are the future of money." Crypto natives love this narrative. --- Both miss the point. Banks create cheap credit Your $100 deposit becomes $90 in loans (and more) - F500 companies park $500M at JPM. - Get giant credit lines in return. - Below-market rates. The deposits are the bank's business model. Tokenized deposits preserve this on-chain - but they're ONLY for bank customers. --- Stablecoins work like cash Circle and Tether hold 100% reserves. $ - 200B in T-Bills. - Capture 4-5% yield. - Pay you zero. You get money outside any bank's perimeter. $9 trillion moved cross-border via stablecoins in 2025 Works anywhere with Internet. 24/7 without permission. --- The future is both. - F500 holds tokenized deposits at JPM. - Gets favorable credit lines for US operations. - Pays Argentine supplier. - Swaps tokenized deposits for USDC. On-chain. Atomic. Best of both. Use legacy rails where they work. Stables where they don't. --- A rubric: - Tokenized deposits → cheap credit inside bank perimeters - Stablecoins → cash-like settlement outside bank rails - On-chain swaps → instant conversion, zero settlement risk --- Onchain > APIs Smart contracts compose logic across multiple businesses and persons. Deposit --> stablecoin --> invoice paid --> downstream payment happens. --- e.g. - When supplier's deposits land - Smart contracts trigger inventory financing, - Working capital lines, currency hedges. From banks and non banks! --- The future is on-chain - Tokenized deposits solve for cheap credit. - Deposits stay captive. - Banks lend against them. - Stablecoins solve for portability. - Money moves anywhere without permission. --- The tokenized deposit maxi wants regulated rails only. The stablecoin maxi wants to kill banks. The future needs both. F500s want giant credit lines from their bank AND instant global settlement. Emerging markets want local credit creation AND dollar access. DeFi wants composability AND real-world asset backing. The fight over which one wins misses what's happening. The future of finance is on-chain. Both tokenized deposits and stablecoins are infrastructure for getting there. Stop arguing about winners. Start building interoperability. Composable money. ST.

This will help you understand

En el 'páis del máiz'- Grupo Milenio milenio.com/opinion/hector…

dead money theory

@nickchapsas Linus called it a long time ago. x.com/0xmitsurii/sta…

Spot on 👊

@Forbes_Mexico Chinese box … de petatiux!

👩‍⚖️ Claudia Sheinbaum informó que denunció al hombre que la acosó en el Centro Histórico de la CDMX. forbes.com.mx/sheinbaum-info…

@VisionQuestress @JamesonMic24650 @simongerman600 Correction - it was invented in Tijuana, Mexico.

@JamesonMic24650 @simongerman600 The Caesar Salad was invented in San Francisco. I do believe the restaurant that invented it is still serving, if it survived the pandemic.

Can you even imagine a pre-tomato Italy?! Weird to think that the entire history of the Roman Empire was tomato-free. 🍅 🇮🇹 🚫

Es hoy.. es hoy...

🚨 La autodenominada cuarta transformación resultó ser un auténtico fiasco. Vean la opinión de Francisco Valenzuela, lector de @Reforma. Mal en lo interior y pésimo con el exterior. #EstadoFallido

@0xrandomrandom In management we sliced it down in simpler more tangible terms in order to facilitate its execution > vision/mission/values/corp culture ... and also make it easier to explain - you know what Im talking about 😜 Also, egregores was too hard to pronounce !

Egregores are considered autonomous psychic entities that can have a life and influence of their own, beyond the sum of the individuals who created them. In management, it took me a few hard lessons to learn that the group spirit must be protected at all costs.

And its just the beginning... This will shift paradigms.