More from RealRLD
#PeakBlogging2011 ) years ago and this Groundhog post from @DavidGolemXIV @scientificecon @jbhearn @DavidGolemXIV @financialeyes @JoeBlob20 @wiki_ballot @GrubStreetJorno @Pathos14658352 @Lloyd__Evans There is no #CovidCrisis #ClimateCrisis
#GFCPt2
https://t.co/QGutbtW0Ev https://t.co/AwvmN9AWqu
https://t.co/XBaqI4O7X8 @RNW_MITCHELL
RBS: The Hillsborough of British Business
https://t.co/9F89jQDZV6 #SpankTheBanker
https://t.co/bOAwzaKCEM
#GFCPt2
https://t.co/QGutbtW0Ev https://t.co/AwvmN9AWqu
https://t.co/XBaqI4O7X8 @RNW_MITCHELL
Are you all ready for the Final Chapter - The Ending ? https://t.co/uF5HXRMPQp
— NEIL MITCHELL (@RNW_MITCHELL) December 22, 2020
RBS: The Hillsborough of British Business
https://t.co/9F89jQDZV6 #SpankTheBanker
https://t.co/bOAwzaKCEM
@jbhearn @scientificecon @JoeBlob20 @financialeyes @Lloyd__Evans @wiki_ballot @GrubStreetJorno
#CovidStroika #CovidPurpose #GreatReset #GFC11
https://t.co/gUb9OX7AdL https://t.co/qqXCutbKK1
https://t.co/3D4TpmeXZr #CovidStroika @jbhearn @scientificecon @JoeBlob20 @financialeyes @Lloyd__Evans @wiki_ballot @GrubStreetJorno
Night has fallen only for those who have let themselves fall into the night. For
those who are living, [says Heraclitus], "helios neos eph’hemerei estin"– the sun is
new each day.
"in effect, all business sagacity reduces itself in the last analysis to judicious use of sabotage."
Veblen (1917) An Inquiry .. Nature of Peace, &.. Perpetuation, p. 168
#CovidStroika @jbhearn @scientificecon @JoeBlob20 @financialeyes @Lloyd__Evans @wiki_ballot @GrubStreetJorno
https://t.co/OtstKx9heK #CovidStroika
@jbhearn @scientificecon @JoeBlob20 @financialeyes @Lloyd__Evans @wiki_ballot @GrubStreetJorno JOURNAL OF INTEGRAL THEORY AND PRACTICE. NOTES FOR CONTEXTUAL SEARCH ENGINE OFFERING INTEGRAL FRAMEWORK PERSPECTIVES. GRUB STREET JOURNAL NOTE 1.
#CovidStroika #CovidPurpose #GreatReset #GFC11
https://t.co/gUb9OX7AdL https://t.co/qqXCutbKK1
https://t.co/3D4TpmeXZr #CovidStroika @jbhearn @scientificecon @JoeBlob20 @financialeyes @Lloyd__Evans @wiki_ballot @GrubStreetJorno
Night has fallen only for those who have let themselves fall into the night. For
those who are living, [says Heraclitus], "helios neos eph’hemerei estin"– the sun is
new each day.
"in effect, all business sagacity reduces itself in the last analysis to judicious use of sabotage."
Veblen (1917) An Inquiry .. Nature of Peace, &.. Perpetuation, p. 168
#CovidStroika @jbhearn @scientificecon @JoeBlob20 @financialeyes @Lloyd__Evans @wiki_ballot @GrubStreetJorno
https://t.co/OtstKx9heK #CovidStroika
@jbhearn @scientificecon @JoeBlob20 @financialeyes @Lloyd__Evans @wiki_ballot @GrubStreetJorno JOURNAL OF INTEGRAL THEORY AND PRACTICE. NOTES FOR CONTEXTUAL SEARCH ENGINE OFFERING INTEGRAL FRAMEWORK PERSPECTIVES. GRUB STREET JOURNAL NOTE 1.
More from Bitcoin
1/ outlook for bitcoin: positive 🚀
in this thread, i'll quickly outline key data points on #bitcoin sentiment, demand, market structure, and macro conditions
disclosure: i own BTC, obvi. this is not investment advice. DYOR. further disclosures at
2/ let's start w sentiment ☺️
first, investor sentiment:
✅ @blackrock filed to add BTC to 2 funds, CIO has 400k price target
✅ @RayDalio's Bridgewater reportedly issuing BTC research report
✅JPM, Goldman, and other bulge brackets initiated research coverage
3/ next, trader sentiment:
🚨 most important indicator is the forward curve
normally BTC futures trade in backwardation after a price drop.
this time, the curve stayed in contango following drop, meaning market makers are bullish 🐂📈 despite funding rate increase!
4/ sentiment drives demand. so DEMAND next.
💸 let's talk fund flows
🤑 our research shows $359M of inflows into crypto products last week alone (https://t.co/6Kky96m3ob)
🤑 our @CoinSharesCo @xbtprovider ETPs saw $200M trading volume on jan
4/ let's talk bitcoin fundamentals
post-halving, 900 BTC mined per day, 312,000 this year.
👀 47M millionaires. 21M bitcoin.
🏆 collectibles selling at all time highs. bitcoin is the ultimate collector's item. (see
in this thread, i'll quickly outline key data points on #bitcoin sentiment, demand, market structure, and macro conditions
disclosure: i own BTC, obvi. this is not investment advice. DYOR. further disclosures at
2/ let's start w sentiment ☺️
first, investor sentiment:
✅ @blackrock filed to add BTC to 2 funds, CIO has 400k price target
✅ @RayDalio's Bridgewater reportedly issuing BTC research report
✅JPM, Goldman, and other bulge brackets initiated research coverage
3/ next, trader sentiment:
🚨 most important indicator is the forward curve
normally BTC futures trade in backwardation after a price drop.
this time, the curve stayed in contango following drop, meaning market makers are bullish 🐂📈 despite funding rate increase!
4/ sentiment drives demand. so DEMAND next.
💸 let's talk fund flows
🤑 our research shows $359M of inflows into crypto products last week alone (https://t.co/6Kky96m3ob)
🤑 our @CoinSharesCo @xbtprovider ETPs saw $200M trading volume on jan
4/ let's talk bitcoin fundamentals
post-halving, 900 BTC mined per day, 312,000 this year.
👀 47M millionaires. 21M bitcoin.
🏆 collectibles selling at all time highs. bitcoin is the ultimate collector's item. (see
I have a different take on bitcoin, tether, and dollars
Can also speak with authority on nation state violence
"Nothing makes you feel more free than taking another person's freedom"
and @profplum99 concerns with tether, bitcoin, and decentralization make sense yet I remain long BTC
They are correct on force, I worked in decentralized societies, they are dangerous because the state does not have a monopoly on violence
For those in the first world who have never seen a milita ride out of the desert, kill and enslave farmers, and the government cannot stop it because the 21st century slave trade pays better than the UN, the reality of decentralization is might equals right
I know, that isn't the decentralized future Buterin talks about while wearing a t-shirt with a cat fighting space invaders on it (love those shirts)
But we need to be real, disrupting the global centralized economy won't be like Uber putting taxis out of work
It will be war and faminine level disruption as old empires come alive again
For decentralization to rise the centralized global power of the last 70 years (US Hegemony) has to weaken
Yes we will be rich, but as the Big Short says,
"you can be happy, just don't fucking dance"
Can also speak with authority on nation state violence
"Nothing makes you feel more free than taking another person's freedom"
After much investigation and conversations with people on here, I\u2019ve formed a relatively robust theory of what may be happening with Tether.
— Travis Kimmel (@coloradotravis) January 18, 2021
This thread will attempt to lay it out with neutral language for the purpose of discussion.
1/
and @profplum99 concerns with tether, bitcoin, and decentralization make sense yet I remain long BTC
They are correct on force, I worked in decentralized societies, they are dangerous because the state does not have a monopoly on violence
For those in the first world who have never seen a milita ride out of the desert, kill and enslave farmers, and the government cannot stop it because the 21st century slave trade pays better than the UN, the reality of decentralization is might equals right
I know, that isn't the decentralized future Buterin talks about while wearing a t-shirt with a cat fighting space invaders on it (love those shirts)
But we need to be real, disrupting the global centralized economy won't be like Uber putting taxis out of work
It will be war and faminine level disruption as old empires come alive again
For decentralization to rise the centralized global power of the last 70 years (US Hegemony) has to weaken
Yes we will be rich, but as the Big Short says,
"you can be happy, just don't fucking dance"