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X @mert | helius.dev
mert | helius.dev· 2025-12-20 14:05
In his latest interview, Ray Dalio says BTC is unlikely to be held by central banks and others because it is traceable and others can monitor you and this is why he prefers gold.This will continue to be a huge hindrance. An SoV must be private.Zcash https://t.co/gPvNd52ZwP ...
X @Nick Szabo
Nick Szabo· 2025-12-19 01:02
RT Nick Szabo (@NickSzabo4)For someone who pretends to know geopolitics you are profoundly ignorant of the economic basics. Since the dawn of fracking in the U.S. oil has become cheap globally. In gold terms it is far cheaper than it has been since the mid-20th century, whereas almost everything else important (housing, health care, education, food) in the developed world is considerably more expensive. ...
Bridgewater's Dalio on AI and Investment Landscape
Bloomberg Television· 2025-12-08 06:36
We are in Abu Dhabi. You come here pretty often. We were just talking about the weather in Abu Dhabi and how it is like.And so, you know, since you're on the ground and you have a presence in this emirate and you come here pretty often, what do you think it would take for the UAE, whether it's Abu Dhabi or Dubai, to establish themselves as global asset management hubs. Or where do you think they are in their cycles right now. I think, as you say, I've been coming here for 32 years, so I've watched it evolve ...
There's trouble ahead for stocks and gold, according to these indicators
MarketWatch· 2025-12-05 19:10
Core Insights - Netflix has agreed to acquire Warner Bros. and HBO, indicating a significant consolidation in the streaming industry [1] - The economic scenario is favorable for dollar stores, suggesting potential growth opportunities for these retailers and their shareholders [1] Group 1: Company Developments - The acquisition of Warner Bros. and HBO by Netflix represents a strategic move to enhance its content library and competitive positioning in the streaming market [1] - This acquisition may lead to increased subscriber growth and retention for Netflix, as it expands its offerings [1] Group 2: Industry Trends - Dollar stores are experiencing a positive economic environment, which could lead to increased sales and profitability [1] - The favorable conditions for dollar stores may attract more investors, enhancing shareholder value [1]
X @Binance
Binance· 2025-12-04 13:04
“I think gold would do well but Bitcoin will do better.” - CZ https://t.co/R9wGwSjmTX ...
X @CZ 🔶 BNB
CZ 🔶 BNB· 2025-12-03 19:52
Great day 1.Feeling a little nervous debating @PeterSchiff tmr.Bitcoin have so many advantages over gold. It should be such an easy debate. Hope I don't fumble this. 🤣Binance (@binance):Day 1 of #BinanceBlockchainWeek was pure fire.Mind-blowing talks, non-stop energy, and thousands of builders in one place.That’s a wrap for today!Tomorrow, we’ll turn it up even louder — see you there 🤙 https://t.co/CH3ZbPSGVF ...
X @BitMart
BitMart· 2025-12-03 11:15
If you had to bet on the months ahead, which one are you riding with: #gold, #silver, or #bitcoin? 🤔Tip: All three are live on BitMart’s spot markets! https://t.co/FxaeLFwymz ...
X @Nick Szabo
Nick Szabo· 2025-12-01 06:20
RT Nick Szabo (@NickSzabo4)Everything has its flaws, nothing is above criticism, and certainly not a currency that has died. Surely some autopsy should be in order, and why would one not be critical of the causes of death of something once so valuable?As for me blogging on gold, if you'll indulge adding a couple other monetary elements in that column of the periodic table:https://t.co/pOZxwUC23E ...
X @Wu Blockchain
Wu Blockchain· 2025-11-30 02:18
Market Trends & Industry Dynamics - BitMEX founder Arthur Hayes suggests Tether is anticipating imminent Fed rate cuts, impacting its interest income [1] - Tether has increased its holdings of gold and Bitcoin to hedge against a "falling price of money" [1] Investment Opportunities & Potential Risks - A roughly 30% drop in Tether's gold–BTC portfolio could wipe out its equity, potentially risking USDT insolvency [1] - Major holders and exchanges are likely to demand real-time visibility into Tether's balance sheet [1]
X @Arthur Hayes
Arthur Hayes· 2025-11-29 23:43
The Tether folks are in the early innings of running a massive interest rate trade. How I read this audit is they think the Fed will cut rates which crushes their interest income. In response, they are buying gold and $BTC that should in theory moon as the price of money falls.A roughly 30% decline in the gold + $BTC position would wipe out their equity, and then USDT would be in theory insolvent. I'm sure some large holders and exchanges will demand a real-time view of their B/S so they can assess the solv ...