Nerd, speculator. 12%
Joined March 2022
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Started building a long position in silver around $52.
Silver looks extremely oversold to me, although it's too early to tell if this will be a rebound zone.
Oil prices and inflation expectations remain key variables, but I feel comfortable initiating exposure at these levels.
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I don't know who needs to read this, but:
As long as oil stays high to fuel inflation expectations, markets price in higher for longer Fed rates.
Gold struggles when real yields rise. I get the M2 thesis and kinda agree in the long run, but the short-term picture is different.
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I think we are approaching an area where shorting aggressively $SLV like it's free money, could be really painful.
Watch out.
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Huge! $CPOOL
Clearpool joins forces with @Ripple and @cicadacredit to build out the flagship institutional lending platform on the XRP Ledger.
This partnership brings together three parties; each with a distinct yet symbiotic role to deploy significant institutional lending on XRPL.
Clearpool's platform enables a curator-driven model where independent risk managers operate isolated credit markets.
A new chapter for XRPL and Clearpool. A much bigger opportunity for on-chain credit.
ripple:native $CPOOL @RippleXDev
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What most people fail to understand is that the U.S. may never need to "repay" its debt in the way everyone expects.
If $BTC continues evolving into a strategic reserve asset held by nation states, the implications for sovereign balance sheets could be enormous.
Here's why:
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That's the asymmetry.
A monetary asset with a fixed supply appreciates over time, while debt denominated in a continuously debased currency becomes less burdensome in real terms.
The balance sheet improves from both directions
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