Andy

Andy

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I asked the head of research at the biggest $BTC treasury company in Brazil what he thinks about how the development of many new stocks & ETFs affects retail's ability speculate on crypto. There are many different ways to skin the cat nowadays...

Thanks, Wintermute. Lets just blame everything on Wintermute. Your gf dumped you? Wintermute. Rugpulled on a $10M shitter? Wintermute. Lost in card roulette at dinnner with the boys? Wintermute. Stocks down today? Wintermute. Engagement low? Wintermute. Thanks for your contributions to our industry, Wintermute.

Wintermute reported that Bitcoin has erased all gains since Trump’s November 2024 election. Weekend liquidations exceeded $2.7 billion, with BTC briefly falling below $80,000 and dipping to $60k—the lowest since April 2025. The decline was driven mainly by U.S. capital, with

Hearing this from a lot of tech segments not just AI, robotics and aerospace engineers also gag when they hear "crypto" or "Web3" Too much persistent grift really hamstrung the reputation of the industry and given how left leaning tech circles in many areas are, POTUS questionable involvement made things even worse In some ways crypto is being adopted left and right, in others its one of the most hated tech verticals

Unfortunately, Illia is right. Crypto has such a terrible perception from the outside that AI companies don't want to touch it with a ten foot pole. Not sure the solution outside of top-tier builders and entrepreneurs like Illia moving to SF and proving people wrong one by one. x.com/therollupco/st…

Rumor mill is absolutely humming about Aave this week. Hearing a ton of different things about their DAO, tokenomics, and revenue structure. All of it sounds positive. Just saying.

Well, Pomp, I just think you're wrong. We will have inflation return in a big way when Warsh lowers rates. The entire fiat debasement thesis that your Bitcoin position rests on is dependent on government overspending, excessive disregard for the status of the dollar, and true negligence in fiscal planning. If you think inflation will just go away, then I believe 2027-2028 will have a surprise in store for you. Rates will drop. They will print. Speculation will run rampant. Prices for goods will continue to rise. Prices at the grocery store and for rent have never recovered since 2020 COVID debacle. I wouldn't be betting against inflation when the only way out for global governments is inflationary regimes. Good narrative though.

Anthony Pompliano

Inflation is a non-issue for the foreseeable future because three deflationary forces are swallowing the US economy: 1. Tariffs 2. Artificial intelligence 3. Robotics There is a strong chance people ask the government to print more money and drop interest rates much further.

Neo finance is the biggest narrative for 2026 & beyond

Lending. Tokenization. Private credit. Yieldcoins. Stablecoins. RWAs. Neobanks. Fintech. Payments. Issuers. Custodians. Asset managers. Neo finance is the biggest narrative for 2026 & beyond.

🤯🤯🤯 BlackRock is buying our bags. Rumor mill is absolutely humming this week. Robinhood too. Tons of news from neo finance category. Talking with @santiagoroel about tokens, valuations, and cash flows (revenue meta) then @rj_aligned on state of ZK /i/broadcasts/1PlKQOMNddYJE

Lending. Tokenization. Private credit. Yieldcoins. Stablecoins. RWAs. Neobanks. Fintech. Payments. Issuers. Custodians. Asset managers. Neo finance is the biggest narrative for 2026 & beyond.

Lending. Tokenization. Private credit. Yieldcoins. Stablecoins. RWAs. Neobanks. Fintech. Payments. Issuers. Custodians. Asset managers. Neo finance is the biggest narrative for 2026 & beyond.

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