Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

.Anirudh Pai from Robot Ventures shared a unique thesis during Fully Diluted Stablecoin issuers could become marginal buyers of US debt, helping finance the explosive growth of AI infrastructure. The move could reshape American competitiveness in the AI space. Given that Tether and Circle have become the 15th-largest holders... show more

Messari

605,061 subscribers

10,236 Aufrufe • vor 5 Monaten •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

🚨🚨 BREAKING: Genius Act lead sponsor Sen. Bill Hagerty says stablecoin issuers could become the largest holders of U.S. Treasuries in the world by 2030. Crypto isn’t just the future — it’s becoming the backbone of global finance. $XRP

🚨🚨 BREAKING: Genius Act lead sponsor Sen. Bill Hagerty says stablecoin issuers could become the largest holders of U.S. Treasuries in the world by 2030. Crypto isn’t just the future — it’s becoming the backbone of global finance. $XRP

𝕏aif🇮🇳|🇺🇸

36,186 Aufrufe • vor 1 Jahr

Just watched Saifedean Ammous talk from Bitcoin 2025 and it’s worth your time. He takes on the idea that Tether is somehow bullish for the US dollar—and dismantles it. Even in the most optimistic scenario, where Tether grows 100x and buys massive amounts of Treasuries, the impact on US debt is tiny. But here’s where it gets interesting: Tether is stacking Bitcoin. Quietly, steadily. And over time, those Bitcoin reserves may outpace the dollar ones. If that happens, Tether doesn’t just stay pegged—it could revalue upward. A dollar-plus stablecoin, backed by Bitcoin, not Treasuries. His point? Tether isn’t rescuing the dollar. It might actually be helping the world move away from it. “The real risk to Tether isn’t volatility. It’s US default. And Bitcoin is the hedge.” If you want to understand the shifting dynamics between stablecoins, fiat debt, and Bitcoin—this talk lays it out clearly.

Just watched Saifedean Ammous talk from Bitcoin 2025 and it’s worth your time. He takes on the idea that Tether is somehow bullish for the US dollar—and dismantles it. Even in the most optimistic scenario, where Tether grows 100x and buys massive amounts of Treasuries, the impact on US debt is tiny. But here’s where it gets interesting: Tether is stacking Bitcoin. Quietly, steadily. And over time, those Bitcoin reserves may outpace the dollar ones. If that happens, Tether doesn’t just stay pegged—it could revalue upward. A dollar-plus stablecoin, backed by Bitcoin, not Treasuries. His point? Tether isn’t rescuing the dollar. It might actually be helping the world move away from it. “The real risk to Tether isn’t volatility. It’s US default. And Bitcoin is the hedge.” If you want to understand the shifting dynamics between stablecoins, fiat debt, and Bitcoin—this talk lays it out clearly.

Lysander

268,697 Aufrufe • vor 1 Jahr

Meta is building one of the largest AI data centers in Louisiana, in one of the poorest counties in the US. The project could reach 7.5 gigawatts and be powered by 10 new natural gas plants, and in a region searching for economic revival, development of the data center has become a lifeline

Meta is building one of the largest AI data centers in Louisiana, in one of the poorest counties in the US. The project could reach 7.5 gigawatts and be powered by 10 new natural gas plants, and in a region searching for economic revival, development of the data center has become a lifeline

Bloomberg

34,565 Aufrufe • vor 2 Monaten

There's potential for Twenty One (XXI) to become a public-private partnership in which they would effectively be the Bitcoin arm of the United States Government. SoftBank's "Stargate" project sets a precedent for this -- it's a partnership with the US Govt., Open Ai., and Oracle. Leveraging Cantor's position as a primary dealer with the Fed, I believe XXI will become an issuer of BTC-Backed US Treasuries + Investors get BTC-Exposed Credit with the AA Rating of US Treasuries + XXI Creates More Demand for US Treasuries (Helping out their friend Treasury Secretary Scott Bessent) + XXI taps into the $300T Global Debt Market in a way no competing company could. Effectively giving them a bottomless pool of capital through which they could stack BTC What do you think?

There's potential for Twenty One (XXI) to become a public-private partnership in which they would effectively be the Bitcoin arm of the United States Government. SoftBank's "Stargate" project sets a precedent for this -- it's a partnership with the US Govt., Open Ai., and Oracle. Leveraging Cantor's position as a primary dealer with the Fed, I believe XXI will become an issuer of BTC-Backed US Treasuries + Investors get BTC-Exposed Credit with the AA Rating of US Treasuries + XXI Creates More Demand for US Treasuries (Helping out their friend Treasury Secretary Scott Bessent) + XXI taps into the $300T Global Debt Market in a way no competing company could. Effectively giving them a bottomless pool of capital through which they could stack BTC What do you think?

Mitchell Askew

158,392 Aufrufe • vor 7 Monaten

🇺🇸 SEC. SCOTT BESSENT: STABLECOINS COULD REINFORCE DOLLAR SUPREMACY "I think stablecoins could reinforce dollar supremacy because with stablecoins, stablecoins could end up being one of the largest buyers of US treasuries or T bills. So all of a sudden, if you are using a stablecoin in Nigeria that is backed by the US dollar, you don't actually have to have dollars.” Source: Cointelegraph

🇺🇸 SEC. SCOTT BESSENT: STABLECOINS COULD REINFORCE DOLLAR SUPREMACY "I think stablecoins could reinforce dollar supremacy because with stablecoins, stablecoins could end up being one of the largest buyers of US treasuries or T bills. So all of a sudden, if you are using a stablecoin in Nigeria that is backed by the US dollar, you don't actually have to have dollars.” Source: Cointelegraph

Mario Nawfal

58,812 Aufrufe • vor 1 Jahr

OpenUSD could flip the entire stablecoin business model upside down "Look at the business model of existing stablecoins like Circle and Tether. USDC and USDT are the product, but the business model is the float. They take in a ton of money, invest it in short-term treasuries, earn a yield, and that's their income" "In 2024 Circle said 99% of their income came from holding treasuries and earning a yield. That's an astounding number. Tether is one of the most profitable companies in the world because of high interest rates in the exact same model" "These 140 companies are saying we are going to earn the interest from that float instead of the issuers. OpenUSD will just make a small amount on transaction fees, and the companies using it earn the interest on the tokens. Complete change in the model. That's why Circle stock dumped so hard, people believe the day of making money on float might be over"

OpenUSD could flip the entire stablecoin business model upside down "Look at the business model of existing stablecoins like Circle and Tether. USDC and USDT are the product, but the business model is the float. They take in a ton of money, invest it in short-term treasuries, earn a yield, and that's their income" "In 2024 Circle said 99% of their income came from holding treasuries and earning a yield. That's an astounding number. Tether is one of the most profitable companies in the world because of high interest rates in the exact same model" "These 140 companies are saying we are going to earn the interest from that float instead of the issuers. OpenUSD will just make a small amount on transaction fees, and the companies using it earn the interest on the tokens. Complete change in the model. That's why Circle stock dumped so hard, people believe the day of making money on float might be over"

The Wolf Of All Streets

26,362 Aufrufe • vor 1 Monat

🇺🇸 Elon’s plan: Put 1 terawatt of AI compute in orbit using Terafab + Starship. Build the world’s largest AI chip factory on Earth, then use Starship to launch that compute power into space. Claim: 80% of Terafab’s entire output will go to orbital applications. This could become the backbone of space-based AI. Writer: Val

🇺🇸 Elon’s plan: Put 1 terawatt of AI compute in orbit using Terafab + Starship. Build the world’s largest AI chip factory on Earth, then use Starship to launch that compute power into space. Claim: 80% of Terafab’s entire output will go to orbital applications. This could become the backbone of space-based AI. Writer: Val

Mario Nawfal

49,454 Aufrufe • vor 1 Monat

David Sacks: The AI Race is bigger than the Space Race 🇺🇸 "This was the first speech that President Trump has given on AI since the AI boom began." "And he declared that the United States was in an AI race. It's a global competition." "The language that he used was reminiscent of how President John F. Kennedy declared that America was in a space race, and in a similar way, President Trump declared that we had to win the AI race." "I think you could argue that the AI race is more important than the space race." "It's going to reshape the global economy, it's going to determine who the superpowers are of the 21st century." During his speech, President Trump laid out three key pillars of American AI dominance: 1) Innovation (let the geniuses cook) 2) Infrastructure (energy, datacenters) 3) Exports (make US tech stack the global standard) The president also noted that it matters HOW we win, mentioning three non-negotiables: 1) American workers have to be at the center of the prosperity created by AI 2) AI models that the government procures and buys must be free of ideological bias (no Woke AI) 3) Prevent misuse and/or theft by malicious actors

David Sacks: The AI Race is bigger than the Space Race 🇺🇸 "This was the first speech that President Trump has given on AI since the AI boom began." "And he declared that the United States was in an AI race. It's a global competition." "The language that he used was reminiscent of how President John F. Kennedy declared that America was in a space race, and in a similar way, President Trump declared that we had to win the AI race." "I think you could argue that the AI race is more important than the space race." "It's going to reshape the global economy, it's going to determine who the superpowers are of the 21st century." During his speech, President Trump laid out three key pillars of American AI dominance: 1) Innovation (let the geniuses cook) 2) Infrastructure (energy, datacenters) 3) Exports (make US tech stack the global standard) The president also noted that it matters HOW we win, mentioning three non-negotiables: 1) American workers have to be at the center of the prosperity created by AI 2) AI models that the government procures and buys must be free of ideological bias (no Woke AI) 3) Prevent misuse and/or theft by malicious actors

The All-In Podcast

100,027 Aufrufe • vor 1 Jahr

BREAKING: Dan Ives says SpaceX could become one of the best AI investments in the market. "When you look at it on the compute side to space, it's much more of an AI play. When you go out in the next 2-3 years, if they execute, I could argue this becomes one of the best AI plays in the market and that's why we are bullish."

BREAKING: Dan Ives says SpaceX could become one of the best AI investments in the market. "When you look at it on the compute side to space, it's much more of an AI play. When you go out in the next 2-3 years, if they execute, I could argue this becomes one of the best AI plays in the market and that's why we are bullish."

DogeDesigner

86,983 Aufrufe • vor 1 Monat

Tom Lee on Michael Saylor & MicroStrategy $MSTR: "You might think this is reckless but they've created a lot of network value. They are one of the largest holders of $BTC Bitcoin now and ultimately they may become the second largest holder of Bitcoin after the US Government."

Tom Lee on Michael Saylor & MicroStrategy $MSTR: "You might think this is reckless but they've created a lot of network value. They are one of the largest holders of $BTC Bitcoin now and ultimately they may become the second largest holder of Bitcoin after the US Government."

amit

130,103 Aufrufe • vor 1 Jahr

Today’s AI is powerful but inefficient. Understanding brain algorithms could help us develop AI that mimics the brain, making it smarter and more energy-efficient. In a new episode of FYI, Dr. Jin Hyung Lee explains how functional brain maps could reshape diagnostics.

Today’s AI is powerful but inefficient. Understanding brain algorithms could help us develop AI that mimics the brain, making it smarter and more energy-efficient. In a new episode of FYI, Dr. Jin Hyung Lee explains how functional brain maps could reshape diagnostics.

ARK Invest

19,158 Aufrufe • vor 1 Jahr

Ex-OpenAI researcher Daniel Kokotajlo, one of the world's leading AI forecasters, warns superintelligent AI could reorder global power and eliminate nearly every job. "Everyone should be concerned that their job could be lost" "If AI does, become incredibly powerful, it will change the balance of power between nations. That will disrupt many things and put us at greater risk of crises in general. " ---- From "The Diary Of A CEO" YouTube channel, (full video link in comment)

Ex-OpenAI researcher Daniel Kokotajlo, one of the world's leading AI forecasters, warns superintelligent AI could reorder global power and eliminate nearly every job. "Everyone should be concerned that their job could be lost" "If AI does, become incredibly powerful, it will change the balance of power between nations. That will disrupt many things and put us at greater risk of crises in general. " ---- From "The Diary Of A CEO" YouTube channel, (full video link in comment)

Rohan Paul

32,781 Aufrufe • vor 19 Tagen

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

Herbert Ong

23,227 Aufrufe • vor 1 Monat

Could India become the world's biggest AI opportunity? Speaking at the St. Petersburg International Economic Forum, Kalli Purie, Vice Chairperson & Executive Editor-in-Chief, India Today Group, said India is among the world's largest consumers of AI and could play a leading role in building the next generation of AI applications. #SPIEF2026onIndiaToday

Could India become the world's biggest AI opportunity? Speaking at the St. Petersburg International Economic Forum, Kalli Purie, Vice Chairperson & Executive Editor-in-Chief, India Today Group, said India is among the world's largest consumers of AI and could play a leading role in building the next generation of AI applications. #SPIEF2026onIndiaToday

IndiaToday

24,930 Aufrufe • vor 2 Monaten

On a new episode of @CapAndFreedom, Jon Hartley and Stephen Miran unpack strategies to shrink the Fed's balance sheet, assess inflation and labor market dynamics, and explore how AI and rising public debt could reshape the future of monetary policy. Full conversation on X:

On a new episode of @CapAndFreedom, Jon Hartley and Stephen Miran unpack strategies to shrink the Fed's balance sheet, assess inflation and labor market dynamics, and explore how AI and rising public debt could reshape the future of monetary policy. Full conversation on X:

Hoover Institution

11,944 Aufrufe • vor 3 Monaten

I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America. This would guarantee that the trillions created by AI are used to improve the lives of all of us — and block oligarch decisions that harm the American people.

I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America. This would guarantee that the trillions created by AI are used to improve the lives of all of us — and block oligarch decisions that harm the American people.

Bernie Sanders

8,260,967 Aufrufe • vor 2 Monaten

If Trump authorizes the Strategic Crypto Reserve, which it looks like he will… David Sacks ~ the new Ai/Crypto Czar ~ could train these powerful new Ai Agents on the reserve… Which will be mostly XRP, since they want to focus on US based crypto… And these Ai Agents could be commanded to do anything possible to wipe out our $36 trillion dollar national debt… And with the insane new capabilities of these Ai Agents, they can deploy smart contracts, make strategic investments and do all sorts of magic to accomplish what nothing else could match. We have no plan of prayer to get out of this debt by traditional means. The golden age is definitely going to be Ai powered 🔥 🇺🇸 💪

If Trump authorizes the Strategic Crypto Reserve, which it looks like he will… David Sacks ~ the new Ai/Crypto Czar ~ could train these powerful new Ai Agents on the reserve… Which will be mostly XRP, since they want to focus on US based crypto… And these Ai Agents could be commanded to do anything possible to wipe out our $36 trillion dollar national debt… And with the insane new capabilities of these Ai Agents, they can deploy smart contracts, make strategic investments and do all sorts of magic to accomplish what nothing else could match. We have no plan of prayer to get out of this debt by traditional means. The golden age is definitely going to be Ai powered 🔥 🇺🇸 💪

Jordan Crowder

18,808 Aufrufe • vor 1 Jahr

The debt passed $39 trillion today. Paying a trillion dollars of interest annually on this debt causes hardship for tax-payers and robs us of resources that could otherwise be used for infrastructure or national defense. And ultimately, this debt will enslave our grandchildren.

The debt passed $39 trillion today. Paying a trillion dollars of interest annually on this debt causes hardship for tax-payers and robs us of resources that could otherwise be used for infrastructure or national defense. And ultimately, this debt will enslave our grandchildren.

Thomas Massie

1,615,126 Aufrufe • vor 4 Monaten

America’s stockmarket boom may be hiding deeper cracks and a correction could be coming. Henry Curr and Tom Standage join Zanny Minton Beddoes on the latest Insider episode to examine why AI valuations have become so stretched—and what a market correction could mean for the US and world economies. Watch the full episode:

America’s stockmarket boom may be hiding deeper cracks and a correction could be coming. Henry Curr and Tom Standage join Zanny Minton Beddoes on the latest Insider episode to examine why AI valuations have become so stretched—and what a market correction could mean for the US and world economies. Watch the full episode:

The Economist

45,745 Aufrufe • vor 8 Monaten