Jack | Blockchain Philosopher

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Jack | Blockchain Philosopher

Jack | Blockchain Philosopher

@jacksage_

I connect dots & share analyses. Bitcoiner | Blockchain Philosopher | decent/acc Chief Chef at @DecentStudio_io | ex-lawyer

Katılım Şubat 2021
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Jack | Blockchain Philosopher
SILVER JUST ENTERED PRICE DISCOVERY. AND THE BANKSTERS CAN’T STOP IT ANYMORE. On November 6th, the U.S. ‘quietly’ made the most seismic metals move in decades… Recent price action is just a beginning for what’s coming. Here is everything you need to know: On November 6th, the U.S. added silver to its Critical Minerals List - for the first time ever. When a metal enters this list, the U.S. can launch Section 232 investigations. Section 232 unlocks: → Tariffs on imports → Export bans → Forced domestic stockpiling This is an economic wartime playbook mode. The list is essentially Washington’s signal that losing control of these resources would be disastrous. Critical = • Essential for economic + national security • Supply easily disrupted • Supply chain vulnerable to foreign control Why is silver relevant? The AI boom cracked the U.S. power grid and silver is now the choke point. 2025 = the first year in 20 years where U.S. electricity demand is surging again. Why? AI Data centers. AI means insane energy demand Insane energy demand means grid upgrades Grid upgrades mean copper + silver dependency explodes Silver is the most electrically conductive of all metals. That means pure silver offers less resistance and more efficient current flow than most metals. Silver is embedded across high-performance electronics: • chips / semiconductor contacts • solar cells • EV electrical systems, • 5G hardware, • sensors, • precision military components. It’s one of the few materials the modern energy and technology stack can’t fully replace The U.S. vs China AI battle? The final round isn’t “chips.” It’s electricity and silver sits at the center of the power web. The U.S. only produces <5% of the world’s silver. Silver supply is heavily concentrated in Mexico, Peru, and Chile. And much of the refining happens in China If the U.S. runs out of silver, then the power grid, military hardware, AI infrastructure… all hit the wall. This is why policymakers in the US reclassified silver from “commodity” → strategic asset. Metals Focus from the US warned that silver volatility may explode. Price discovery only just started. Wait until the hoarding begins. And when you have record industrial demand + restricted supply… The price may go very high. When India stepped in with massive buying, London’s inventories hit critical danger levels. Only after COMEX + Shanghai shipped 54M oz did London temporarily stabilize. Now we read the rumors from @KingKong9888 that: “AP at the COMEX (or at the LBMA, or both) stood for delivery of 400 million Troy Ounces (around 12,441 metric tons) of physical #Silver.” And today, we’re seeing another run. The only question is how big it will be. Silver is now officially in PRICE DISCOVERY. The banksters can’t suppress what Washington has declared strategically essential. Watch silver and think about what will happen to other assets once the U.S. officially starts acquiring them If you want to connect the dots with me: • follow me @jacksage_, drop a like, and repost this Let me know your thoughts in the comments. @darkside2030 @LawrenceLepard
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Eric Yeung 👍🚀🌕@KingKong9888

They won’t let the COMEX default. This means the LBMA defaults. If the U.S. government is ready to unleash the UFO narrative BS they are more ready to implement export restrictions/controls on physical #Silver. Realpolitik. Do not be a child. Recognize and accept reality. Seize the opportunity. Let’s watch.

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MartyParty
MartyParty@martypartymusic·
Breaking: Trump: Based on conversations with Prime Minister Shehbaz Sharif and Field Marshal Asim Munir, of Pakistan, and wherein they requested that I hold off the destructive force being sent tonight to Iran, and subject to the Islamic Republic of Iran agreeing to the COMPLETE, IMMEDIATE, and SAFE OPENING of the Strait of Hormuz, I agree to suspend the bombing and attack of Iran for a period of two weeks. This will be a double sided CEASEFIRE! The reason for doing so is that we have already met and exceeded all Military objectives, and are very far along with a definitive Agreement concerning Longterm PEACE with Iran, and PEACE in the Middle East. We received a 10 point proposal from Iran, and believe it is a workable basis on which to negotiate. Almost all of the various points of past contention have been agreed to between the United States and Iran, but a two week period will allow the Agreement to be finalized and consummated. On behalf of the United States of America, as President, and also representing the Countries of the Middle East, it is an Honor to have this Longterm problem close to resolution. Thank you for your attention to this matter! President DONALD
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Jack | Blockchain Philosopher
I agree with Eric Weiss here. Everyone’s panicking about quantum computers cracking Satoshi’s wallets and impacting Bitcoin supply… meanwhile, paper Bitcoin (futures and ETFs that enable rehypothecation) already make it possible that we’re trading way more than 21 million BTC. By the way, Eric is the guy who orange-pilled Michael Saylor into Bitcoin. Paper Bitcoin is straight The Wolf of Wall Street energy (when Matthew McConaughey talks to Leonardo DiCaprio): “Fugazi… fairy dust. It doesn’t exist. It’s never landed. It’s not f***ing real.” Wall Street loves trading fugazi. Paper Bitcoin is exactly that.
GIF
Eric Weiss ⚡️@Eric_BIGfund

People and companies rehypothecating Bitcoin are the primary reason it isn’t already $250,000 per BTC.

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Willy Woo
Willy Woo@willywoo·
I'm seeing crypto folk falling into the trough of dispair after an abysmal bull market with mainly losers and BTC outperforming their "beta". Let me tell you a story that tells you why you got screwed. It starts with the end of FTX. When the bankruptcy folk came in to liquidate FTX assets their mandate was to sell everything. This included vast quantities of locked SOL. They inadvertently invented something new, selling an asset that was locked up on-chain through the magic of a legal sale agreement (pay me now, I deliver later). The deal got passed around the ecosystem, fund managers bought up the locked SOL at more than 60% discount to compensate for being locked up and exposed to the token price. Many hedge funds bought the deal. They knew they could hedge the token price on futures markets by shorting SOL pocketing 70-80% yield at near zero risk (staking + basis yield + token discount). They liked it and asked where can we get more of this? Herein lies your PROBLEM as a crypto investor in 2023-2025. Every crypto project has backers (and a foundation) who has great wads locked tokens that have been sold to hedge funds and dumped on you immediately through futures markets. All your alpha went to market neutral hedge funds pocketing risk free yield. THAT IS WHY CRYPTO IN 2023-2025 UNDER PERFORMED You got dumped on prematurely. On the bright side many of these projects, even though they have "locked up tokens ready to dump" on paper, in reality they have been sold already, so they will logically perform without the expected sell pressure in the next bull market given they have effectively been sold. Not that I recommend buying crypto, you need to be an insider to get an edge, it works like a casino, the house will take your money. The house in 2023-2025 were the people who understood this trade. Just buy BTC and get on with your life.
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Jack | Blockchain Philosopher
You already got the right answer. This is because Tether moved its headquarters from the BVI to El Salvador, so these reports now count Treasuries held by financial institutions based there. The data from your source matches Tether’s own reported US Treasury holdings for the same period exactly. But there’s an even bigger surprise in the data. The Cayman Islands’ holdings are underreported by about $1.4 trillion. That actually makes the Cayman Islands and the Cayman-domiciled hedge funds, the largest holders of US debt in the world. This is likely due to hedge funds there running massive basis trades with 50x to 100x leverage. And that could well be the source of future stress in the repo market.
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Tone Vays
Tone Vays@ToneVays·
In my annual update on US Bonds held by Foreign Nations there is a huge anomaly for El Salvador that I'm hoping someone can explain🤔 * How does a country that has never held US Debt & in need of $1.4 Billion IMF loan purchase $85 Billion in US Bonds that same month. - Sources- Treasury - home.treasury.gov/data/treasury-… End of Bond Breakdown - ticdata.treasury.gov/resource-cente… Monthly Bond Updates - ticdata.treasury.gov/resource-cente… Tone's Spreadsheet (Tab 2) - docs.google.com/spreadsheets/d… IMF Loan - imf.org/en/news/articl…
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Jack | Blockchain Philosopher
@nicrypto This is honestly insane. No matter how hard I try, I can’t find any logic in this war or these attacks. Someone must really hate humanity.
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Nic
Nic@nicrypto·
Insane. The missile damage to Qatar's Ras Laffan hub could take up to 5 YEARS to repair! These facilities produce 17% of QatarEnergy's LNG exports and they may be forced to declare force majeure on long-term contracts. The effects are going to be felt for years.
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Jack | Blockchain Philosopher
@cryptorover That’s pretty much it for Tom Lee’s bullish thesis. The pivot from BTC to ETH didn’t really work. Wall Street tricks didn’t land this time.
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Crypto Rover
Crypto Rover@cryptorover·
CRAZY: Ethereum has been in a downtrend against Bitcoin for roughly five years.
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Jack | Blockchain Philosopher
Lummis is pushing the Clarity Act hard, and with her not running again, this could be her legacy play. But here’s the contradiction I see: The SEC & CFTC dropped guidance yesterday that’s more favorable than what the Clarity Act might deliver. So what’s really happening? Two scenarios here. • One, this is a pressure tactic to shape the final version of the Clarity Act into something more favorable than the latest draft. • Or two, they don’t expect the Clarity Act to pass before the midterms, and this guidance is a way to offer something meaningful to crypto voters in the meantime. Feels coordinated either way. Hard to see this as a coincidence. What do you think?
Diana@InvestWithD

🚨BREAKING: Sen. Lummis Says “WE ARE GOING TO PASS THE CLARITY ACT IN APRIL” 🤯🔥 During the DC Blockchain Summit, Senator @SenLummis gave a major update on the CLARITY Act. 🇺🇸 The bill is now heading for an APRIL markup in the Senate Banking Committee. 👀 “We’re going to mark it up in April. We’re going to mark it up after the Easter recess.” 😳 CLARITY ACT IS OFFICIALLY GETTING PASSED🤑🚀

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Jack | Blockchain Philosopher
SEC and CFTC just issued a joint interpretation clarifying crypto asset jurisdiction. >Most crypto assets are NOT securities, including: • BTC, ETH, $SOL, XRP, ADA, DOGE, SHIB, LINK, AVAX, APT, DOT, XLM, XTZ, LTC, BCH, HBAR. >BTC is cemented as a commodity > NFTs and meme coins: not securities either, unless you fractionalize an NFT or an issuer promises investors a return. (The promise creates the liability. Not the token.) >Staking, mining, wrapping: none of it is a securities transaction. > Investment contracts can now also end. Build what you promised, and the token is free. We’re waiting for the Clarity Act to be passed. Link to the full document in the comment section below. 👇
Jack | Blockchain Philosopher tweet media
U.S. Securities and Exchange Commission@SECGov

TODAY 🚨: The Commission issued an interpretation that clarifies the application of federal securities laws to crypto assets. This is a major step to provide greater clarity regarding the Commission’s treatment of crypto assets. Read the release here: ow.ly/XhhV50YvxvO

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Jack | Blockchain Philosopher
@nicrypto Nic, check this out. The US passed a bill that would give Trump a financial nuke against China if they attack Taiwan. Although the Senate hasn't passed it yet. I wonder if the tension around Taiwan has something to do with that. x.com/jacksage_/stat…
Jack | Blockchain Philosopher@jacksage_

All eyes are on Iran, oil, and the Strait of Hormuz right now. But while everyone is watching tankers and missiles, the U.S. Congress is quietly preparing a powerful financial weapon aimed at China. Just before Trump’s visit to China from March 31 to April 2. Most analysts are overlooking it. The “Protect Taiwan Act” passed the House on Feb. 9 with 395 votes in favor and just 2 against, basically unanimous. The U.S. is threatening to push China out of the Bank for International Settlements, G20, and other key parts of the Western financial system. This bill represents serious financial leverage. Let me connect the dots. 👇 The real weapon in the bill is the threat of exclusion from six core institutions: • Bank for International Settlements (BIS) • Basel Committee • Financial Stability Board (FSB) • IAIS • IOSCO • G20 These institutions form the backbone of the global financial system. The BIS serves as the central bank for central banks. Most major central banks hold accounts there. It functions as the final global ledger. If China were excluded, its system would face immediate constraints: • gold transactions would become far harder to settle internationally, • the renminbi’s path to broader internationalization would be severely limited, • and access to short-term liquidity in a crisis would disappear. Countries cannot operate effectively on the global stage if they’re cut off from the global ledger. The BIS also oversees the Basel Committee and works closely with the FSB. Without a seat at the table, China would have no influence over the rules that shape global banking standards, even though its banks would still be expected to comply. Let’s compare that to Russia. Even after more than 10,000 sanctions and years of conflict, the West never removed Russia from these six institutions. SWIFT sanctions were targeted. This approach is fundamentally different in scale but it carries significant blowback. China is the world’s second-largest economy and the largest trading nation. Removing it from these institutions would send shockwaves through the entire global financial system. The fallout could trigger a crisis deeper than 2008. China would also have strong incentive to rapidly build its own parallel financial infrastructure, openly and aggressively. The drafters clearly understand the risks. That’s why the bill includes a presidential waiver. Congress creates the mechanism, but the President decides whether to activate it. The Senate has not scheduled a vote yet but Trump is reportedly planning to visit China from March 31 to April 2. Everything remains in flux. The waiver serves as strategic leverage. The is designed as a temporary pressure tool rather than permanent law. While the chance of full enactment is relatively low, it sends a clear signal about where the U.S. is applying negotiating pressure. So what does this mean for Bitcoin? A fracturing global monetary order with two competing systems could create one of the strongest macro environments Bitcoin has ever seen. Sovereign wealth and private capital would actively search for neutral ground outside both systems. I will keep providing frequent commentary on monetary policy, Bitcoin, and geopolitics. If you want to keep connecting these dots with me, follow @jacksage_ and drop a like and comment. cc: @Puncher522 @SimonDixonTwitt

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Nic
Nic@nicrypto·
Everyone's focused on Iran. Meanwhile, China paused all military flights around Taiwan for 2+ weeks with zero explanation. They resumed Sunday: 26 aircraft in 24 hours. Something's up...
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Jack | Blockchain Philosopher
All eyes are on Iran, oil, and the Strait of Hormuz right now. But while everyone is watching tankers and missiles, the U.S. Congress is quietly preparing a powerful financial weapon aimed at China. Just before Trump’s visit to China from March 31 to April 2. Most analysts are overlooking it. The “Protect Taiwan Act” passed the House on Feb. 9 with 395 votes in favor and just 2 against, basically unanimous. The U.S. is threatening to push China out of the Bank for International Settlements, G20, and other key parts of the Western financial system. This bill represents serious financial leverage. Let me connect the dots. 👇 The real weapon in the bill is the threat of exclusion from six core institutions: • Bank for International Settlements (BIS) • Basel Committee • Financial Stability Board (FSB) • IAIS • IOSCO • G20 These institutions form the backbone of the global financial system. The BIS serves as the central bank for central banks. Most major central banks hold accounts there. It functions as the final global ledger. If China were excluded, its system would face immediate constraints: • gold transactions would become far harder to settle internationally, • the renminbi’s path to broader internationalization would be severely limited, • and access to short-term liquidity in a crisis would disappear. Countries cannot operate effectively on the global stage if they’re cut off from the global ledger. The BIS also oversees the Basel Committee and works closely with the FSB. Without a seat at the table, China would have no influence over the rules that shape global banking standards, even though its banks would still be expected to comply. Let’s compare that to Russia. Even after more than 10,000 sanctions and years of conflict, the West never removed Russia from these six institutions. SWIFT sanctions were targeted. This approach is fundamentally different in scale but it carries significant blowback. China is the world’s second-largest economy and the largest trading nation. Removing it from these institutions would send shockwaves through the entire global financial system. The fallout could trigger a crisis deeper than 2008. China would also have strong incentive to rapidly build its own parallel financial infrastructure, openly and aggressively. The drafters clearly understand the risks. That’s why the bill includes a presidential waiver. Congress creates the mechanism, but the President decides whether to activate it. The Senate has not scheduled a vote yet but Trump is reportedly planning to visit China from March 31 to April 2. Everything remains in flux. The waiver serves as strategic leverage. The is designed as a temporary pressure tool rather than permanent law. While the chance of full enactment is relatively low, it sends a clear signal about where the U.S. is applying negotiating pressure. So what does this mean for Bitcoin? A fracturing global monetary order with two competing systems could create one of the strongest macro environments Bitcoin has ever seen. Sovereign wealth and private capital would actively search for neutral ground outside both systems. I will keep providing frequent commentary on monetary policy, Bitcoin, and geopolitics. If you want to keep connecting these dots with me, follow @jacksage_ and drop a like and comment. cc: @Puncher522 @SimonDixonTwitt
Jack | Blockchain Philosopher tweet media
Open Source Intel@Osint613

U.S. Treasury Secretary Scott Bessent says a possible “postponement” of the Trump‑Xi China visit is on the table amid the Iran war, adding: “It would have nothing to do with the Chinese making a commitment to the Straits of Hormuz.”

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Jack | Blockchain Philosopher
@Bambardini Maybe that’s it. The Clarity Act was largely priced in back in 2025. Markets moved on expectations of regulatory certainty. It seems like BTC is trading policy probabilities.
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Jack | Blockchain Philosopher
Trump is becoming the very kind of politician he once mocked. What his administration promised on foreign and military policy is completely different from what it is delivering now. Similarly, what it said about Bitcoin, stablecoins, and U.S. monetary sovereignty will diverge from what it ultimately implements. It doesn’t matter whether they lied from the beginning or lost to foreign influence. Let’s act accordingly.
Jack | Blockchain Philosopher tweet media
Nic@nicrypto

How the times have changed.

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Jack | Blockchain Philosopher
The CLARITY Act is the bullish trigger the market is waiting for. And the odds of it passing are dropping by the hour. Bitcoin price reflects it. Less than 48 hours until the White House’s self-imposed March 1 deadline. Reminder: After a Feb 11, 2026 White House meeting led by Patrick Witt, lawmakers set a March 1 deadline to resolve the stablecoin yield dispute. If CLARITY stalls, we start talking about BTC in the 50s. A year ago this bill would’ve had momentum. Insane how much can change in one year. IMO, key factors shaping the situation: • Trump’s political influence is weakening • Lawmakers and media are scrutinizing all of his crypto-related businesses. • Banks are on high alert for monetary policy shifts tied to stablecoins and Bitcoin I’m not even sure the GENIUS Act would have passed in today’s environment. CLARITY stalls: BTC could drop violently. CLARITY moves forward: recovery may happen faster than the 4-year cycle predicts.
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Ron Swanson
Ron Swanson@KrustyBung·
@jacksage_ Was that epstein on the other end of the phone call with another underage girl?
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Jack | Blockchain Philosopher
I remember when I started using ChatGPT in December 2022. I wrote a thread, got +100k impressions, and thought everybody on Earth was using this tool. I was genuinely surprised to find out a couple of days later that ChatGPT had reached its first 1 million users and that it took a few months to reach 100 million. I thought about creating a course on using ChatGPT but didn't do it because I thought everyone knew how to use it. Then many people made a nice buck from similar courses. I think the same thing will happen with Seedance 2.0. We will see these videos everywhere, but it will only be in our bubble, the opportunities to actually create stuff for people who will actually want to pay for it or watch it will be uncapped. So my point is, once this tool is available, those who understand the significance of this breakthrough have a serious opportunity to scale up revenue streams before the masses catch on and saturate the space. My platform is all about audiovisual storytelling. I cannot wait to invite you to co produce with us some bitcoin themed video shows, animes and cartoons. 🫡
The Dor Brothers@thedorbrothers

We just made a $200,000,000 AI movie in just one day. Yes, this is 100% AI.

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