Nicolás Jaramillo

@heynavtoor AI

Everyone is hyped about Claude… but barely anyone knows how to actually use it to replace real work. I collected 700+ mega prompts that turn Claude into a full-blown productivity engine. Comment "AI" and I’ll DM you everything.

@0xNonceSense @grok explicame porque está en riesgo nuevamente el shutdown si hubo uno hace menos de dos meses

🚨US GOVERNMENT IS 4 DAYS AWAY FROM A SHUTDOWN, AND THE MARKET IS FUNDAMENTALLY UNDERESTIMATING THE SYSTEMIC RISK. In previous cycles, we saw gold and silver hit record highs as investors fled traditional assets. If you’re heavily allocated to equities right now, you’re ignoring a massive structural shift. We are entering a total data blackout. Without CPI or jobs reports, the Fed is effectively blind. Risk models cannot function in a vacuum, and the $VIX will have to reprice significantly higher to compensate for this lack of transparency. The real danger lies in the funding markets: 👇 1️⃣ CREDIT DEGRADATION: A shutdown creates an immediate risk of a sovereign downgrade, which forces repo margins higher and drains liquidity from the system. 2️⃣ LIQUIDITY GAP: The RRP buffer is depleted. There is no longer a cushion to absorb shocks. If primary dealers begin to preserve capital, the funding markets will seize - mirroring the stress of early 2020. 3️⃣ MACRO CONTRACTION: A prolonged shutdown costs roughly 0.2% of GDP per week, which could be the final catalyst for a technical recession. The indicator to watch is the SOFR-IORB spread. If this begins to gap, it’s a signal that private liquidity is drying up while the Fed’s balance sheet remains inaccessible. Most participants will realize the danger only after the volatility arrives. I’ll post my next strategic move here for everyone to see 🙌

Que decía José Luis Sierra cuando se despedía de San Carlo? A segunda los pasajes.

@nicocapital Por? La única que puede hacer las reformas que se necesitan para que el país tenga un desarrollo a LP y no dependamos del político de turno.

Me cuesta entender a los votantes de Mathei

@bitcoinarchive @grok cuando fue esto? Donde dijo esto Jamie Dimon

🚨 JUST IN: JPMorgan CEO Jamie Dimon admits he was WRONG about Bitcoin and crypto "It's real." "It will be used by all of us." 😲

@pobremillenial @grok me resumes este post

El oro sube 60%, la plata 80%. Luego caen en picado en cuestión de horas. ¿Corrección técnica? ¿Toma de beneficios? No. Lo que está pasando en los mercados es mucho más profundo. Dentro hilo👇

@HernanLarrain Recuerdo el 1er y 2do intento de nueva Constitución. Para que pasar de nuevo por lo mismo cuando ya tenemos dos ejemplos en que esta historia es mala para Chile. Ojalá que la ciudadanía vote pensando en el LP y no en el candidato que dice resolver todo los problemas en 18 meses

Parásitos, una réplica. Por Gonzalo Blumel.

@sassal0x @sassal0x what criteria do you use to say that Eth is a better store of value than Btc?

There is no reason to buy BTC instead of ETH. Ethereum is more decentralized than Bitcoin and ETH is a much better store of value than BTC. You either accept this now, or be forced to accept it when ETH flips BTC. The choice is yours.

@Arteymas_ JJ hola g

Amor real… Un recuerdo para quienes más amas:

Esta semana se llevará a cabo Digital Asset Forum Colombia 2025 en el Radisson Bogotá Metrotel organizado por @DigitalAssetsLa Es un evento enfocado en atraer a 150 personas de alto perfil, ligadas a la industria financiera y fintech de Colombia, para conectar y visualizar las oportunidades que los Activos Digitales están trayendo a la región. Contaremos con paneles de conversación y charlas que te permitirán entender el escenario actual y cómo aprovechar las oportunidades. Puedes encontrar más información acá: digitalassetshub.la/eventos/daf-co… Además, tengo algunas invitaciones disponibles por si realmente quieres asistir, escríbeme.

@jchervinsky Why do they move their business on chain in this case?

It's not clear to me that TradFi will prefer "the most decentralized L1" as they move their business onchain. These institutions aren't in it for decentralization. Their products will likely be centralized in some way anyway. High speed and low cost seem to be their priorities.

@cristpereirag @ajunge_m Se maltrataron. Espero que no haya costado 10.000 BTC.

Hoy se celebró el #BitcoinPizzaDay junto a @ajunge_m el Satoshi Chileno y con ATH de #Bitcoin 🫶

¿Por qué la tokenización es el tema del momento? 🤔 Descubre la respuesta este 22 de mayo, a las 17:00, en nuestro webinar exclusivo sobre la transformación de los Activos del Mundo Real (RWA). streamyard.com/watch/Gy5k73VV… #ActivosDigitales #Tokenización #RWA

@Matt_Hougan Agreed in the long term. In the short term they are competing for relative upside.

Bitcoin dominance is an irrelevant statistic. Bitcoin and Ethereum are not competing in the same markets.

@benkellyone Biz

I own 7 boring businesses. Last year, they paid me $836k. Want to see a breakdown of the 10-step process I use every time I buy one? • Like this post • Comment “Biz” And I’ll DM you the link. (Must follow, 24 hours only)

@benkellyone Freedom

Screw it. I want to pay it forward. I’m giving away my *exclusive* guide on how I built my $7M/year small business portfolio. • Like this post • Comment “Freedom” And I’ll send you the link. (Must follow, 24 hours only).

@benkellyone Steps

Anyone can buy a business that makes $100k/year in just 10 steps. Since I’ve done this 7 times, I decided to put them all in one doc for you. • Like this post • Comment “Steps” & I’ll DM you full access. (Must follow, 24 hours only)

Los ETFs de crypto son una excelente opción para invertir de forma sencilla, pero tienen una gran limitación: solo operan cuando el mercado bursátil está abierto. En cambio, crypto nunca cierra. El mercado está subiendo con fuerza, y si querías comprar ETFs… no puedes. 😬

@Matt_Hougan What characteristics do you see on the winners?

Prediction: Crypto's total market cap will rise by more than 100% next year while the median asset will fall 90%+.

@JustDeauIt I'm curious about how much coverage you give to memecoins in the DeFi report. What role do you see they have in the ecosystem?

Lots of hot takes out there regarding memecoins right now. It's always fascinating to watch the pendulum swing to extremes on both ends. Crypto is so incredibly reflexive in both directions. A few thoughts before we get to the data: 1. Memecoins are not done. If you think they are, you are probably overreacting to market sentiment right now. 2. The reason memecoins are not done is very simple. They have product market fit. People like trading memes. People like gambling. People like dopamine hits. Don't overthink this. 3. What people don't like is feeling like they are playing a rigged game. Memes were supposed to be solution to this. 4. But what we've seen with memecoins being gamed and abused is the same thing we've seen in every crypto hype cycle. New money comes into the space. People are people. They get greedy. Do shady things. Get called out. And then the space cleanses itself. 5. As the cleansing process commences, new opportunities emerge. For example, how many problems have we now identified with memecoins? How many entrepreneurs are out there thinking of ways to solve them? Again. Memes have product/market fit. There has to be a way to solve these problems and give the people what they want. 6. "Blue chip" memecoins have high beta to L1 tokens. They also have lots of liquidity....meaning institutions can allocate to them. ------ So step back. Observe the market. If you think memes are done, ask yourself if you're in the herd. Smart money is emotionlessly thinking critically about how things play out from here. To that end, it's interesting to observe that @bonk_inu has the most *outflows* to whale wallets from DEXs & DEX aggregators over the last two weeks. While you're calling for the end of memes, I bet you there are institutional players out there looking to run back the @joemccann playbook. ---- Note: data does not include holders or flows to/from centralized exchanges. We'll continue to share data-driven updates on the "blue chip" memes in the space via @the_defi_report If you'd like to have the latest research hit your inbox as it's published, you can sign up in the first reply below 👇