Sebas Villafuerte
21 posts
Sebas Villafuerte
@thesebasv
Crypto investor. Art enthusiast
Katılım Şubat 2015
366 Takip Edilen223 Takipçiler
Respectfully….
Saylor is a force pushing Bitcoin toward centralisation, benefiting those who manipulate its price today.
I’m pushing back against that so people can protect themselves from those circles.
He is part of the financial-industrial complex.
I left that system and advocate for use of Bitcoin as it was designed to be used—without banks.
And yes he followed me long before he understood Bitcoin when he thought it was to be ignored.
Just for the record. 🫡
100% Strategy@StrategyMaxi
@SimonDixonTwitt Unnecessary crusade of yours. Saylor just understood Bitcoin better.
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Idk about y'all but I just bought more at 75k
Still about 20% cash and will add more below 75k
Robert (infra 🏛️⌛️)@infraa_
Bought even more BTC here at 78,400 Still kinda pissed about missing the wick to 75k and would love to buy even more if it goes there again
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@aristomarinetti Nietzsche was so misunderstood by society.
A true genius
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Call me crazy, but...
I just bought more BTC here at 82,600
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@BitQua @sunnydecree Because he is centralizing and securitizing the only real and sovereign form of money in the world, taking it off self custody so the banks don’t lose their monopoly on wealth distribution and money printing
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Currently, you are the greatest threat to Bitcoin!
Michael Saylor@saylor
The greatest risk to Bitcoin is ambitious opportunists advocating protocol changes.
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Sebas Villafuerte retweetledi
“Banks are short on dollars.”
That’s false. Banks aren't in trouble. Repo spikes don’t mean banks are illiquid — they mean dealers are funding more collateral at month-end or positioning for the QT stop.
This week’s operation included $29.4 B Treasuries and $20.95 B MBS, so the real story is collateral velocity, not dollar shortage.
We’re in a transition where QT’s drain meets the first stirrings of collateral circulation. Repo demand rises when collateral velocity rises — because more balance-sheet turnover requires more short-term funding.
It’s the opposite of 2019’s panic. In 2019, repo rates spiked above 10% and trades failed. In 2025, repo rates stayed anchored and usage cleared seamlessly.
**People on X keep mistaking activity for stress.
They see motion and assume danger.
But the Fed’s window being used is proof the pipes still work.
This is not 2019 2.0 — it’s the pre-flow stage of 2026’s liquidity cycle.
Collateral’s moving, QT’s ending, and the system’s learning to breathe again.
If you’ve been following our framework — RRP ↓, SRF ↑, reserves flat, QT → end — this isn’t a red flag. It’s the ignition sequence.
The repo spike wasn’t the canary.
It was the starter pistol.
Bull Theory@BullTheoryio
THE U.S. ECONOMY IS IN DEEP TROUBLE NOW. Liquidity stress is rising again and the cracks are already visible in the system. Here's Why 👇 Overnight repo demand spiked to $29.4B, the highest daily level in almost five years. Repos are short term loans the Fed extends to banks when they need immediate liquidity. When this number shoots up, it’s not random, it means banks are short on dollars. The last time we saw spikes like this? Q3/Q4 2019, which pushed Fed to inject liquidity in 2020. And it’s happening again, just few days after the Fed’s 25 bps rate cut and Powell’s hawkish tone for December. He said there’s no guarantee of further cuts, but that the Fed would stay "flexible" depending on the data. That sounded cautious. But under the surface, the data already looks serious. Because while Powell says policy is "modestly restrictive," banks are quietly borrowing record amounts from the Fed’s overnight window. That’s not normal in a healthy liquidity environment. Dallas Fed’s Logan even said: "If the recent rise in repo rates isn’t temporary, the Fed would need to begin buying assets again." That’s basically a pre warning that QE could return if this trend continues. It also explains why she supported ending QT because the system is tightening faster than Powell admits. Here’s what this setup really means: 1. Liquidity stress is building behind the scenes. 2. QT has started to bite harder than expected. 3. The Fed might be forced to pivot earlier than planned. 4. The system is preparing for another wave of asset buying. We saw this exact setup in 2019, repo stress first, QT paused, liquidity injections next. Markets rallied for months after. Crypto isn’t reacting yet because confidence is still low after the October crash and big players are unwinding losses. But this is exactly how early liquidity phases look silent, uneasy, but full of potential energy. Every time the Fed faces a funding squeeze, it chooses liquidity. And when liquidity returns, Bitcoin follows.
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@JacalCrypto Solid analysis. Same here. Still, I won't be trading this week.
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@thesebasv $BTC made a higher high so I'm waiting for a small dip now so it can go higher. What do you think?
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@JacalCrypto All markets pumping… let's see if they hold tomorrow
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@TheCryptoLark @milkroad This isn't the same scenario as 2020.
Interest rates went to 0 back then. Now, we are at 5% with high inflation and an expectation of a 25-50 BPS cut.
Rate cuts will push the price of $BTC but could also cause instability and fuel the fear of a recession.
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The Fed is expected to cut interest rates tomorrow.
The last time the Fed cut rates, Bitcoin went parabolic 📈
If history repeats itself, the next 6-12 months are going to be insane.
h/t/ @milkroad
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@moorsabir @RadarHits Yes, but BTC is not the only thing you need.
You buy food, gas, and basic needs. All of their prices will go up.
Most people will not be prepared to face the levels of inflation that these policies are designed to create
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@tryce321 Then why do you call me a dumbass if you agree with me?
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@thesebasv Are you dumb? of course she’s more comfortable she’s in a biased debate
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@tryce321 Dude chill, any person with two brain cells knows ABC is biased. Still, Trump took the bait and is losing composure. Not good for him. I'm not saying I like Kamala, I only think she's more comfortable debating
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@thesebasv How da fuck is Kamala winning this debate when it’s literally trump vs Kamala and the moderators. Trump is fuckin her up
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Sebas Villafuerte retweetledi
CAUTION: If you make a single-sided deposit into an AMM that doesn't have significantly more liquidity than the size of your deposit, you will take a loss in the deposit process.
Whatever tool you're using typically warns you about this loss as a report of "slippage". If you see a large amount of slippage, reconsider using something other than a single-sided deposit.
You can also take a loss, though generally it will be small, if you deposit into an AMM that's significantly out of balance before you deposit. This should be less common because if the AMM stays our of balance, that means everyone is missing a profit opportunity. In this case, you can do a single-sided deposit of the asset the pool has too little of and can make a profit on your depost!
The safest approach is to deposit equal values of both assets the AMM trades. But small single-sided deposits into reasonably liquid AMMs should also be fine.
As AMM pools grow and more arbitrageurs trade against the pools, this risk should reduce. Pools will tend to be much more likely to be in balance and greater liquidity will reduce slippage.
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