Sam

Sam

5,466 Twitter followers

Follow

power point guy at @machfinance, manufacturer of darkness at @0xtristero

Posts

what if we kissed at the good boy statue 👉👈 dedicated to the indomitable spirit of the sled dogs that served man in hundreds of unselfish journeys across treacherous waters through arctic blizzards

ondo hits $2.58b tvl all time high while token crashes 87%. every tokenized stock purchase settles in usdc. metamask and binance wallet integration reaches 280m users all buying us equities through circle rails. ondo captures $3.7m monthly fees with zero buyback mechanism. circle wins the settlement layer, ondo token holders get a governance shitter. tvl growth means nothing when the value flows to your dependency.

Coinbase is down ~50% over the past 3 months and now trades near ~14x earnings.

Why is BTC crashing? > DAT reflexivity: levered Bitcoin acquirers (e.g., “buy → borrow → buy more”) become forced sellers when price drops. Leverage works both ways. > Real losses just hit the tape: Nomura ($68m) and Galaxy ($482m) reported sizable crypto losses last quarter, a reminder that meaningful balance-sheet exposure exists. This is doubly expensive as it impacts the public market’s future perception of both risk and sector growth. > Credit conditions tighten before prices do: even if spot isn’t directly sold, visible losses make lenders more trigger-happy on margin calls and haircuts, which forces sector-wide deleveraging. > Unknown counterparties amplify the effect: only public firms report. The market rationally assumes private players took similar (or worse) hits so risk premia rise. Bottom line: a classic reflexive unwind (falling prices → tighter credit → forced selling → lower prices). Will Bitcoin keep falling? Quite possibly. Will there eventually be a v shaped recovery? Almost certainly.

The deeper cut here is that you should simply never trust a utilitarian because their ethics boil down to having none

In 1976, gold traded near $100/oz. By January 1980, it hit $850/oz (~$3,500 in 2026 dollars).

Many credible people are calling a dollar collapse. Anyone saying this simply doesn’t understand money what makes money money is everyone agreeing that it’s money.

if you want evidence of this poll your 10 smartest friends on what could feasibly displace the dollar. consensus here is a prerequisite for dollar collapse

what everyone gets wrong about reserve currencies is that the quality of the currency itself is irrelevant: it’s its relative quality to alternatives that matters. in no decade in the past century has the gap between the dollar and the best viable alternative been wider.

I don't know who needs to hear this, but anyone telling you that they're using AI to make a bunch of money daytrading is either 1) lying, or 2) the actual money they're making is from their AI newsletter signups (or X creator payouts). There *are* people making money using AI, but they're not writing viral articles explaining what they're doing. Because they're not stupid.

on a long enough timeline whoever builds the most housing will control the country twitter.com/futurenomics/statu...

Loading..