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vic
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@shanaka86 "When Japan stops buying, interest rates don’t stay flat. They explode."
Typical LLM slop sentence.
Polish your slop before publishing
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JAPAN JUST KILLED THE GLOBAL MONEY PRINTER AND NOBODY NOTICED
The most dangerous number in finance right now is 1.71%.
That’s Japan’s 10-year bond yield. Highest since 2008. Here’s why your retirement just got obliterated:
For 30 years, Japan printed infinity money at 0% rates and exported it worldwide. $3.4 trillion flowed into US Treasuries, European debt, emerging markets. This invisible bid kept YOUR mortgage cheap, YOUR stocks inflated, YOUR government solvent.
November 10th, 2025: The bid disappeared.
Japan’s yield hit 1.71%. They’re pumping $110 billion stimulus into their economy while debt sits at 263% of GDP. The math just became impossible. At 1.7% rates, Japan pays $27 billion MORE in interest. Every. Single. Year.
Here’s the extinction event nobody sees coming:
Japanese pension funds are pulling $1.1 trillion OUT of US Treasuries right now because keeping money in America LOSES them money after hedging costs. The largest foreign buyer of American debt is becoming a seller.
When Japan stops buying, interest rates don’t stay flat. They explode. US 10-year yields will jump 40 basis points minimum from flow dynamics alone. Your 7% mortgage becomes 8%. Corporate debt refinancing costs spike 60%. Zombie companies holding $3 trillion in junk bonds start defaulting in waves.
The yen carry trade just reversed. $1.2 trillion in borrowed yen funding crypto, stocks, emerging markets must unwind. Every hedge fund, every momentum trade, every leveraged bet built on free Japanese money is getting margin called simultaneously.
This breaks in three places:
Stock valuations were built for 2% bond yields forever. At 3.5% yields, the S&P 500 fair value drops 35%. Emerging market currencies collapse without Japanese capital inflows. Europe’s debt crisis returns because Italy and Spain lose their silent buyer.
December 18th the Bank of Japan meets. 50% chance they hike again. If they do, sell everything not nailed down.
Your 401k doesn’t price this in yet. The Fed can’t stop this. No central bank can.
The world’s biggest piggy bank just cracked open and the money is flowing backwards.
Position accordingly or get destroyed.
Full article here - open.substack.com/pub/shanakaans…

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@izebel_eth ngl it's kinda easy, but it's about getting people to move from Robinhood to a crypto-based app more.
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@caprioleio 1. there will be no "quantum" next year
2. Even if it will be - it will take a couple of weeks to do a hard-fork that all will agree upon.
3. don't buy the quantum bs from companies trying to sell air
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@EvgenyGaevoy Pretty sure it's a paid campaign to get a pardon.
Wondering how much they are paying for that massive campaign.
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jfc another pathetic attempt
"The irony, as Sam now admits, is that the company’s real vulnerability came not from fraud but from compliance: an obsessive effort to satisfy regulators who seemed determined to punish rather than guide. “Our developers spent half their time jumping through hoops for regulators,” he told me. “Instead of focusing on building safeguards or risk management tools, we were producing reports no one read and presentations no one believed.” The consequence, he believes, was fatal distraction. By the time the market panic hit, FTX’s internal systems were burdened with bureaucracy, its leadership exhausted, and its founder overwhelmed by conflicting legal advice."
@amuse@amuse
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@based16z @lurkaroundfind @yieldbasis @based16z correction to that - YB pools doesn't share fees with veCRV directly.
Historically, there should be a lot of proxy trades for crvUSD and an increase in fees, but indirectly.
But there is a 20% emissions go to veCRV.
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@lurkaroundfind @yieldbasis does crv/vecrv make any money from this growth or its like pumping headline numbers
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Quick overview of what's happening with Curve and why it's time to load up on $CRV.
@yieldbasis is catalyzing a huge wave of growth for Curve. This is the biggest thing to happen to Curve since the Curve Wars of 2021/2022.
First, Yield Basis BTC pools are now some of the biggest pools on Curve.
These pools are at cap. As the cap is raised, they will grow bigger. And very soon, Yield Basis will add ETH and BNB pools. Extrapolating early growth, it looks like these pools will add billions to Curve DEX TVL.
Second, there's the crvUSD growth. Because Yield Basis uses it, crvUSD supply has blasted to a new ATH of about $500M.
Again, extrapolating early growth it looks like crvUSD supply is set to run into the billions.
Third, the Yield Basis token TGEs tomorrow. Binance futures currently gives it a price of $1B. This will help fuel growth of Yield Basis, and attract more attention to the project.
And about 5% of the $YB goes to Curve DAO, which will likely be used to incentivize crvUSD stable swap pool.
Fourth, the CRV chart against USD and against ETH looks very good. Oversold and ready for a huge run. I won't bore you with TA, so just to take a look yourself.
So in conclusion, there's a lot of complicated math with the functioning of the Yield Basis protocol and with the YB tokenomics.
But the important thing is that it's working. There's a lot of confidence in Yield Basis, numbers looks very good, and this probably causes massive growth for Curve.


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@cryptamurai @Lighter_xyz Huge respect and love to lighter, but.
The ADL clearly didn't work properly
The majority of LP didn't print in past, LLP grew a lot recently.
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The Summoning
A liquidity campaign to bootstrap @ton_blockchain EVM DeFi Ecosystem powered by @tacbuild and @turtleclubhouse to fuel the next wave of Telegram-powered DeFi
Deposits live now:
app.turtle.club/vaults
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@happyprofit1 ETH overperformed it's 2017 ATH in 2021.
This cycle we are still early in Q1 2021/Q1 2017 zone, usually alts are running against BTC in a second half of a cycle.
You extrapolate former ATH for 2 years without understanding cycle dynamics.
Each alt goes ATH in 2nd part of cycle.
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@vae_vic Blue chip is arbitrary subjective term anyways, pick any large cap, even $ETH
None have outperformed $BTC across cycles
Aave has underperformed significantly
& so will SOL from here
$Sol already did 35x trough to peak. there’s your cycle
happyprofit🫠@happyprofit1
eth/btc shows us a glimpse of the future of sol/btc
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