Ricardo de Arruda 🦊

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Ricardo de Arruda 🦊

Ricardo de Arruda 🦊

@basednft

@theformsfund from 2024 | Ex. @hanawallet | Universidade Federal do Rio de Janeiro (UFRJ), economics 🎓

🇯🇵🇫🇷🇧🇷 Rio de Janeiro شامل ہوئے Ocak 2022
20.4K فالونگ55.6K فالوورز
پن کیا گیا ٹویٹ
Ricardo de Arruda 🦊
Ricardo de Arruda 🦊@basednft·
Check all my contacts on linktree, I don't have any other accs/socials! I wanted to say that I've been keeping a diary since Jan 2026. I really enjoy researching and analyzing macroeconomics. Sometimes I post my thoughts on markets and the geopolitical situation, as well as its impact on markets. If anyone is interested ☺️ tg: basednft2
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Le Bon 🦊
Le Bon 🦊@Nie_HAM·
Core Scientific -> Shifting Focus to AI BTC Holdings -> Gradually Declining Yesterday: -250 BTC The change is barely noticeable, but it’s happening. Miners aren’t just getting rid of their assets… they’re reallocating them. AI instead of BTC...... The analysis was conducted in collaboration with @basednft and @theformsfund
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Cointelegraph
Cointelegraph@Cointelegraph·
🇺🇸 BREAKING: The GENIUS Act passes the Senate in a 51-23 vote.
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Elixir
Elixir@elixir·
Elixir is now live on @SuiNetwork This marks a significant milestone in our mission to provide institution-friendly stable assets on every chain. Powered by @LayerZero_Core Check out deUSD's new integrations with four of Sui’s premiere DeFi applications ⤵️
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LayerZero@LayerZero_Core

LayerZero is live on @SuiNetwork, making the sub-second chain accessible to over 600 apps and $80 billion in tokens, including: ▪ @BitGo's WBTC ▪ @elixir's deUSD ▪ @OndoFinance's USDY Sui is fast, private, secure. And now connected to all of crypto.

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Gwart
Gwart@GwartyGwart·
Why don’t they just tokenize the oil in the Middle East and transport it across permissionless financial rails, thereby avoiding the Strait of Hormuz altogether
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Ricardo de Arruda 🦊
Ricardo de Arruda 🦊@basednft·
Gold is the main indicator of future liquidity entering the system! It usually precedes liquidity by 3-8 months! The screenshot I provided clearly demonstrates this! Always! A sharp rise in gold prices has been a harbinger of strong growth in US liquidity! Three sharp phases of growth in the metal were accompanied by a large influx of liquidity into the system after the growth in gold stopped! We are now seeing one of the most powerful upward movements in gold! Next, we can expect a move to new historical highs on the blue line (US liquidity). We have completed QT and moved on to QE lite. The sharp rise in oil prices is causing US bond yields to rise. This is bad for the system! Let's not forget that in 2026, $8 trillion in debt will be refinanced. Let's save cash. I am very optimistic about the market in the long term. The analysis was conducted jointly with the @theformsfund team.
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Dave Martzer
Dave Martzer@halodave_lens·
@basednft thank you for sharing, thanks for your opinion and time. this is really cool info abt current situation
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Ricardo de Arruda 🦊
Ricardo de Arruda 🦊@basednft·
Check all my contacts on linktree, I don't have any other accs/socials! I wanted to say that I've been keeping a diary since Jan 2026. I really enjoy researching and analyzing macroeconomics. Sometimes I post my thoughts on markets and the geopolitical situation, as well as its impact on markets. If anyone is interested ☺️ tg: basednft2
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Brian Dobber
Brian Dobber@BrianDobberS·
A classic macro saying we keep coming back to at Forms Ventures, and one that’s been resurfacing in our conversations via @theformsfund , is that yields tend to rise until something breaks. We saw this play out clearly in 2022–2023, when rising U.S. yields ultimately broke parts of the banking system, culminating in the Silicon Valley Bank collapse in March 2023. Now Japanese yields are sitting at a 27-year high and accelerating fast. That’s not just a chart anomaly, it’s a structural stress signal in a system that has been conditioned to ultra-low rates for decades. The real question isn’t whether pressure builds. It’s where the breaking point shows up first in Japan.
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Papi
Papi@PapiChuloGrim·
380 unique beta users and closing in on $20 million wager volume for @DiceyHQ 🤔
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Three Sigma | Web3 Security
Three Sigma | Web3 Security@threesigmaxyz·
Proud moment for Three Sigma 🚀 Huge congrats to @0xtiago & @joaoanf_ts on their Journal of Cryptology publication: “Study of Arithmetization Methods for STARKs”. A deep dive into STARK arithmetization (AIR, preprocessed AIR, selector tradeoffs, degree bounds). link.springer.com/article/10.100…
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Fisher Investments Nederland
Fisher Investments Nederland@FisherInvestNL·
Nederlandse beleggers: krijg een gids en periodieke inzichten om veelgemaakte fouten te vermijden en volop van uw pensioen te genieten.
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Objective
Objective@objectivedefi·
Today we're sharing some bittersweet news: Objective Labs is closing down. 12 months ago we set out to help crypto teams grow their protocols through data-driven research and advisory. We're proud to have worked shoulder to shoulder with brilliant people on lending, oracles, incentives, tokenomics, and more. After an honest look at the market and ourselves, we decided to end the journey on a high note. Thank you to everyone who made this possible: clients who trusted us with their growth, our team members who gave everything, and friends who believed in us. We'll be winding down official channels over the coming weeks. While we aren't sure what's next, you can always reach us at @totomanov and @g_angelchev. Thank you and godspeed!
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Ricardo de Arruda 🦊
Ricardo de Arruda 🦊@basednft·
Today I encountered this problem in Safari, and I don't understand what the problem is. I tried the latest version of Google Chrome, but the problem remained. I want to ask if anyone has solved the problem with X (Twitter)?
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TheForms
TheForms@theformsfund·
It’s a return to fundamentals 🌍 Capital moves where talent is global, markets are connected, and ambition scales beyond borders. This is where we focus. This is how we invest. This is what’s next ✨ #VentureCapital #GlobalMarkets #Investing #Thesis
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