Kevin Huynh

@solanapayments @WesternUnion @solana @crossmint Remittances are high-velocity businesses. In other words, the money gets sent from one end, then redeemed on the other end very quickly. That wouldn't help Western Union with building up a war chest of U.S. treasuries.

BREAKING: @WesternUnion is launching USDPT, a new stablecoin on @solana. @Crossmint will power wallets and payment APIs connected to Western Union's Digital Asset Network. Stablecoins will be redeemable through 360,000 cash locations in 200+ countries. x.com/crossmint/stat…

@elonmusk Oh no! Let’s not post things that confuse the president even more about what’s real and what’s made up!

Grok Imagine

@lexii_eth @VinnyLingham @xash @SantiagoAuFund Cue everyone looking for yield, for all time eternity.

@VinnyLingham @xash @SantiagoAuFund gold backed stablecoins feel like a solution looking for a problem who actually wants that

What do you think wins the stablecoin war? Stablecoins backed by Government Debt…or something like @xash, backed by Gold. We’ll find out soon enough. Great take by @SantiagoAuFund

@APompliano Circle’s margins will shrink when interest rates drop, their multiple compresses, and then Tether steals even more of the stablecoin pie.

Kevin Warsh is going to cut interest rates aggressively. Anyone suggesting otherwise doesn’t understand what is happening. Make sure you are prepared for what is coming…

@Pranj_Sometimes @NoLimitGains Are you serious? China is a slow-moving beast. Nothing. Then slowly. Then all at once. Why else do you think they've launched their CBDC which PROVIDES YIELD to the user?

@NoLimitGains Not an “exit.” China’s been trimming Treasuries for years—slow diversification, not a dollar collapse. Gold buying ≠ overnight de-dollarization. Markets move on data, not doom threads

@NoLimitGains This is literally the reason why I'm building @xash. Synthetic dollar, backed by physical gold, not U.S. treasuries.

@Chief_Warren @NoLimitGains Even if this were to continue, these countries are just desperately trying to kiss the ring, lest another tariff hits them.

@NoLimitGains Overall foreign holdings of U.S. Treasuries reached record levels recently even with China trimming its portion. Other countries like Japan and the U.K. have increased their holdings. Stop

You’re right. But also, USD hegemony is a thing. People think in dollars. This is why I’m building @xash. It’s digital dollars backed 100% by real gold. Whenever USD loses value during this irresponsible government spending era, the value appreciation of our gold reserve is distributed to USDX users. Let me know what you think, @gnoble79 !

In May 2025 I went on a show and said "you cannot be bullish enough on gold." Gold was $3,300. Today it's knocking on $5,000. That's 50% in nine months. The gold miners ETF finished 2025 up 155%. Junior miners up 178%. But I'm not here to gloat. I'm here to tell you the thesis hasn't changed. Not one bit. People keep asking me: "George, when are you turning bearish on gold?" I'll turn bearish on gold when I can turn bullish on the value of money. I'll turn bearish on gold when governments start running sensible monetary policy. I'll turn bearish on gold when the US budget deficit isn't running at nearly 7% of GDP. Show me any of those things happening right now. YOU CAN'T The price of gold isn't going up. The value of money is going down. Gold is just the mirror. And here's what still gets me excited: Gold miners are realizing prices near $5,000 an ounce with all-in sustaining costs around $1,600. That's $3,000+ per ounce in margin. The earnings surprises coming out of the next few quarters are going to be massive. Major gold stocks are trading at 10x earnings. Meanwhile, American retail investors still haven't shown up. ETF holdings are lower than they were years ago. This entire rally has been driven by central banks and institutions. When US retail finally arrives, that's when it gets really interesting. If you look at gold relative to inflation, money supply, or GDP, numbers like $6,000, $8,000, even $10,000 aren't fantasy. You don't need to believe in a Banana Republic scenario to own gold miners. You just need to believe the fiscal trajectory of every major government is unsustainable.

@fintechfrank @GSR_io “More attractive.” Because they’re a quant. They trade. Volatility is fun. Volatility means money. This doesn’t mean JPM cares about BTC adoption or price appreciation.

JPMorgan quant says Bitcoin now looks more attractive than gold long term

@maja0G @VinnyLingham @NoLimitGains Does that mean you’ve left the space, or are you still waiting for Satoshi’s vision to come back?

@VinnyLingham @NoLimitGains I came into the space because of its peer to peer potential

@JohnDavisJDLLM @CongressmanRaja @grok when did Michelle Obama say this

Last night, the president shared a racist AI-generated video attacking the Obamas. This kind of Jim Crow–style dehumanization is pathetic and a disgrace to the office.

@ovquang Such a great TEDx talk. Thanks Quang!

One connection can change everything. In my recent TEDx talk, I share how it happened for me & how it can for you too. youtu.be/teHLPYLngvI?si…

@Vivek4real_ @MarkYusko, seems like Jamie Dimon realizes there’s also money to be made in “moving” (*cough*) markets, including crypto.

@cryptomanran BTC reaches below $60K at least one more time before end of February 2026.

Have we hit the bottom?

@cryptomanran Should somebody just launch a gold-backed (dollarized) stablecoin then, @cryptomanran 🫢

I finally discovered why gold has been rallying. And it has nothing to do with inflation. Nothing to do with tariffs. And nothing to do with interest rates. It’s a war. Not the kind you see on CNN. Not a battlefield war. A monetary war. China has been quietly executing a long-term strategy: Selling U.S. Treasuries and accumulating gold. China’s U.S. Treasury holdings just fell to the lowest level since 2008. At the same time, it’s been buying gold for 14 consecutive months. Because if you want your currency to be a reserve currency, you need trust. And no one trusts a fiat currency backed by infinite debt and money printing. You need credibility. You need something that can’t be printed. Gold. This is exactly what Ray Dalio warned about: when countries print endlessly and drown in debt, monetary empires fall and new ones rise. This is why central banks are buying gold at a record pace. Why are commodities moving together? And why the DXY is falling more than 12% I break down the full strategy, the endgame, and how I’m positioning in my new video. [link in comments]

@MarkYusko Crazy thought: if JPM is big enough to manipulate silver’s market, who’s to say they can’t do the same to BTC’s market? Silver is several times bigger in market cap. Maybe they’re behind all this… 🤔

Shocking, Just Shocking… Not

Not saying that Bitcoin can’t become a reserve asset one day, but Satoshi did explicitly invent it to be digital currency, not a store of value. However, given that USD hegemony is definitely thriving — and only gold qualifies as a Basel III, Tier 1 central bank reserve asset — why do you still think BTC/gold equivalence will happen in just a decade? Love your insights, Mark!

Monetary value of Gold jumped 50% in past year to about $17T It is no-brainer that we will see Bitcoin/Gold Equivalence within a decade as Bitcoin is more scarce, more durable and more divisible Buy and HODL

@KyleSamani Musk has Tesla. That’s a massive distribution channel. Existing car and battery customers are generally more affluent — spending power is there. Tie it all together into a lifestyle “OS.” Would I be down for a unified experience across my Model S, Starlink internet, and X? Yes.

My biggest learning from Musk on Cheeky Pint was xAI's intended revenue model is personal assistant. Which I agree, I think the TAM is absolutely massive But totally unclear to me how to actually compete with Apple/Google on this given their control of iOS/Android