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Lyn Alden: stablecoins are going from $300B to potentially multiple trillions - and the US barely has to do anything. "The US doesn't really have to do much. They just have to not stop it." Africa has 40 currencies. Latin America has 30. Every border is a friction. Stablecoins... show more

Milk Road

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85,358 次观看 • 3 个月前 •via X (Twitter)

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Lyn Alden: The US debt is now $39T, going up roughly $2T a year - "there's really no way out other than default." But default for a reserve currency means debasement, not missed payments. "It's already been happening" since COVID, with bonds and currency underperforming virtually everything. Her base case: a long slow spiral that "keeps going into the 2030s." FT Bitcoin Archive Lyn Alden.

Lyn Alden: The US debt is now $39T, going up roughly $2T a year - "there's really no way out other than default." But default for a reserve currency means debasement, not missed payments. "It's already been happening" since COVID, with bonds and currency underperforming virtually everything. Her base case: a long slow spiral that "keeps going into the 2030s." FT Bitcoin Archive Lyn Alden.

Milk Road

29,107 次观看 • 1 个月前

Lyn Alden: "The best product Coca-Cola ever sold was their bonds, not their Coke." Coca-Cola borrows at 2-3% while the money supply grows at 7%. They then use that cheap debt to buy scarcer assets. Governments do it. Corporations do it. Wealthy individuals do it. Everyone is shorting the currency... Except the people at the bottom. They can't access cheap debt and "are getting the full damage of the inflation" on their wages and savings. FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Lyn Alden: "The best product Coca-Cola ever sold was their bonds, not their Coke." Coca-Cola borrows at 2-3% while the money supply grows at 7%. They then use that cheap debt to buy scarcer assets. Governments do it. Corporations do it. Wealthy individuals do it. Everyone is shorting the currency... Except the people at the bottom. They can't access cheap debt and "are getting the full damage of the inflation" on their wages and savings. FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Milk Road Crypto

1,703,039 次观看 • 2 个月前

"It's a bit ridiculous that we are blocking it on this idea that stablecoins should not generate yield for customers" Johann Kerbrat, SVP and GM of International and Crypto at Robinhood, on the stablecoin yield fight holding up the Clarity Act "I think this Clarity Act is really important. A lot of customers want the FDIC insurance, they want to be able to think that their money is safe, so they're already using their banking accounts. They're not trying to get the highest yield possible, otherwise they would use a feature like the one we launched" "At the end of the day we are penalizing people that want to utilize crypto and blockchain technology, because for stablecoins it's a lot easier to send, a lot easier to transfer 24/7" "It's not really fair that we are penalizing those customers"

"It's a bit ridiculous that we are blocking it on this idea that stablecoins should not generate yield for customers" Johann Kerbrat, SVP and GM of International and Crypto at Robinhood, on the stablecoin yield fight holding up the Clarity Act "I think this Clarity Act is really important. A lot of customers want the FDIC insurance, they want to be able to think that their money is safe, so they're already using their banking accounts. They're not trying to get the highest yield possible, otherwise they would use a feature like the one we launched" "At the end of the day we are penalizing people that want to utilize crypto and blockchain technology, because for stablecoins it's a lot easier to send, a lot easier to transfer 24/7" "It's not really fair that we are penalizing those customers"

The Wolf Of All Streets

36,490 次观看 • 2 个月前

Lyn Alden: Financial repression is the endgame for developed countries with too much debt. They hold interest rates artificially below money supply growth. Sometimes they force people to hold the currency - the US literally banned gold ownership. "For the land of the free, you couldn't own a benign yellow metal because it was competition to what they wanted to do with the currency." Over years and decades they siphon value away and "kind of reset the system." FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Lyn Alden: Financial repression is the endgame for developed countries with too much debt. They hold interest rates artificially below money supply growth. Sometimes they force people to hold the currency - the US literally banned gold ownership. "For the land of the free, you couldn't own a benign yellow metal because it was competition to what they wanted to do with the currency." Over years and decades they siphon value away and "kind of reset the system." FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Milk Road Crypto

108,640 次观看 • 2 个月前

LYN ALDEN: STRATEGY SELLING BITCOIN ISN'T A RED FLAG Lyn Alden says Strategy's recent bitcoin:native sale was about rebuilding its cash reserves, not abandoning its Bitcoin strategy. She noted the company has increased its cash buffer from 6 months to 17 months, making it more resilient while continuing to hold 4% of Bitcoin's total supply.

LYN ALDEN: STRATEGY SELLING BITCOIN ISN'T A RED FLAG Lyn Alden says Strategy's recent bitcoin:native sale was about rebuilding its cash reserves, not abandoning its Bitcoin strategy. She noted the company has increased its cash buffer from 6 months to 17 months, making it more resilient while continuing to hold 4% of Bitcoin's total supply.

CryptosRus

33,886 次观看 • 2 个月前

Lyn Alden: Social security, pensions, Medicare... "it's basically a Ponzi scheme at the end of the day." They were all built on the assumption that every generation would be bigger than the last. Fertility rates collapsed. Now a shrinking group of young workers has to support a massive aging population. The politicians who designed it are long gone. And now the bill falls on people who had no say in any of it. FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Lyn Alden: Social security, pensions, Medicare... "it's basically a Ponzi scheme at the end of the day." They were all built on the assumption that every generation would be bigger than the last. Fertility rates collapsed. Now a shrinking group of young workers has to support a massive aging population. The politicians who designed it are long gone. And now the bill falls on people who had no say in any of it. FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Milk Road

151,582 次观看 • 2 个月前

Lyn Alden: Money supply in the developed world has historically grown around 7% per year. The average salary raise = Maybe 2-3%. Over a decade, you're getting a smaller and smaller share of the total money supply just by showing up to work. "People kind of look around and say, 'why does it seem like everything's more expensive? I'm still earning money, but it just doesn't feel like it goes as far.'" "And a lot of times they're right." FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Lyn Alden: Money supply in the developed world has historically grown around 7% per year. The average salary raise = Maybe 2-3%. Over a decade, you're getting a smaller and smaller share of the total money supply just by showing up to work. "People kind of look around and say, 'why does it seem like everything's more expensive? I'm still earning money, but it just doesn't feel like it goes as far.'" "And a lot of times they're right." FT Lyn Alden Peter McCormack 🏴‍☠️🇬🇧🇮🇪.

Milk Road Crypto

212,825 次观看 • 2 个月前

Lyn Alden: Everyone's scared of private credit blowing up the financial system... US banks have $1.9T in loans to shadow banks - out of $25T in total bank assets. That's 7-8%. "What people are really asking is, can this tank the whole economy or can this contagion into the banking system?" "Those are the parts where my view is 'not that much'." The Fed can't print oil. But it can absolutely absorb a private credit blowup. FT Lyn Alden Danny Knowles.

Lyn Alden: Everyone's scared of private credit blowing up the financial system... US banks have $1.9T in loans to shadow banks - out of $25T in total bank assets. That's 7-8%. "What people are really asking is, can this tank the whole economy or can this contagion into the banking system?" "Those are the parts where my view is 'not that much'." The Fed can't print oil. But it can absolutely absorb a private credit blowup. FT Lyn Alden Danny Knowles.

Milk Road Crypto

164,530 次观看 • 2 个月前

Lyn Alden: The US is already a two-speed economy. Older Americans on social security and defense contractors are doing fine. Everyone else is struggling. "I do think that AI is going to actually probably add fuel to that fire." Early adopters win. Everyone else watches their income get compressed. (Rich suburbs next to tent cities.) And that's the environment where UBI goes from fringe idea to political inevitability. FT Lyn Alden Danny Knowles.

Lyn Alden: The US is already a two-speed economy. Older Americans on social security and defense contractors are doing fine. Everyone else is struggling. "I do think that AI is going to actually probably add fuel to that fire." Early adopters win. Everyone else watches their income get compressed. (Rich suburbs next to tent cities.) And that's the environment where UBI goes from fringe idea to political inevitability. FT Lyn Alden Danny Knowles.

Milk Road

40,071 次观看 • 3 个月前

.Harley Finkelstein (President Shopify) on the company's approach to stablecoins: "USDC just gives merchants more choices, more security, and offers much faster settlement." "With stablecoins, offering a payment method that combines the transparency of blockchain with the speed and price stability of a major currency is really valuable." "Merchants get paid in dollars, there's no new wallet, there's no added friction and it's just a seamless, flexible, safe transaction. It's about utility, not speculation."

.Harley Finkelstein (President Shopify) on the company's approach to stablecoins: "USDC just gives merchants more choices, more security, and offers much faster settlement." "With stablecoins, offering a payment method that combines the transparency of blockchain with the speed and price stability of a major currency is really valuable." "Merchants get paid in dollars, there's no new wallet, there's no added friction and it's just a seamless, flexible, safe transaction. It's about utility, not speculation."

TBPN

63,387 次观看 • 1 年前

Coffeezilla thinks that $STRC is going to fail because it's 11.5% yield is "Too good to be true" comparing it to the Terra Luna moment and described it as a "Ponzi Scheme". There's absolutely no substance to his claims because he doesn't understand it. He sees the headline interest return and then compares it to every other high yield return product but spectacularly misses the fact that this product is nothing like them. Saylor recently did an interview with Bankless and mentioned there were '3 types of people in the world - Optimists, Pessimists & Alarmists". Coffeezilla in this instance is an alarmist. He says that Strategy are 'not obligated to pay you the yield'. Correct....but it's clearly not in their interest to not pay the divided, so why would they not? As Saylor correctly says: "You need to have a stochastic view of the world. We could list 100 things that could go wrong, but the real threat is you get hit by a truck because you're not looking both ways while you cross the street." $STRC is the real deal. Anyone who has watched it closely over the past 8+ months will tell you that.

Coffeezilla thinks that $STRC is going to fail because it's 11.5% yield is "Too good to be true" comparing it to the Terra Luna moment and described it as a "Ponzi Scheme". There's absolutely no substance to his claims because he doesn't understand it. He sees the headline interest return and then compares it to every other high yield return product but spectacularly misses the fact that this product is nothing like them. Saylor recently did an interview with Bankless and mentioned there were '3 types of people in the world - Optimists, Pessimists & Alarmists". Coffeezilla in this instance is an alarmist. He says that Strategy are 'not obligated to pay you the yield'. Correct....but it's clearly not in their interest to not pay the divided, so why would they not? As Saylor correctly says: "You need to have a stochastic view of the world. We could list 100 things that could go wrong, but the real threat is you get hit by a truck because you're not looking both ways while you cross the street." $STRC is the real deal. Anyone who has watched it closely over the past 8+ months will tell you that.

David Lawrence

39,873 次观看 • 5 个月前

Elon Musk: America is going bankrupt extremely quickly. We have to reduce the spending or this will not have a good ending. "America is going bankrupt extremely quickly. And everyone seems to be whistling past the graveyard on this one. The Defense Department budget is a very big budget, okay? It's a trillion dollars a year, DoD, Intel, a trillion dollars. And interest payments on the national debt just exceeded the Defense Department budget. They're over a trillion dollars a year, just in interest and rising. We're adding a trillion dollars to our debt, which our kids and grandkids are going to have to pay somehow, every three months, and then soon it's going to be every two months and then every month. And then, the only thing we'll be able to pay is interests. And it's just like a person at scale that has racked up too much credit card debt. This does not have a good ending. We have to reduce the spending." Source: The All-In Podcast The All-In Podcast, September 9, 2024

Elon Musk: America is going bankrupt extremely quickly. We have to reduce the spending or this will not have a good ending. "America is going bankrupt extremely quickly. And everyone seems to be whistling past the graveyard on this one. The Defense Department budget is a very big budget, okay? It's a trillion dollars a year, DoD, Intel, a trillion dollars. And interest payments on the national debt just exceeded the Defense Department budget. They're over a trillion dollars a year, just in interest and rising. We're adding a trillion dollars to our debt, which our kids and grandkids are going to have to pay somehow, every three months, and then soon it's going to be every two months and then every month. And then, the only thing we'll be able to pay is interests. And it's just like a person at scale that has racked up too much credit card debt. This does not have a good ending. We have to reduce the spending." Source: The All-In Podcast The All-In Podcast, September 9, 2024

ELON CLIPS

5,811,118 次观看 • 2 年前

Lyn Alden: Bitcoin's 4-year cycle had its best run, and now AI is eating its lunch. "For a long time, Bitcoin was the fastest horse really that you could invest in." But the rise of AI companies gave investors a 10x alternative. Capital that used to chase $BTC is now chasing semiconductors. Bitcoin's unique edge - self-custody, borderless, unseizable - doesn't disappear. But from a pure price performance standpoint, "AI is kind of sucking a lot of the attention out of it." When AI goes sideways, Bitcoin may re-attract that capital. FT Lyn Alden GoldRepublic.

Lyn Alden: Bitcoin's 4-year cycle had its best run, and now AI is eating its lunch. "For a long time, Bitcoin was the fastest horse really that you could invest in." But the rise of AI companies gave investors a 10x alternative. Capital that used to chase $BTC is now chasing semiconductors. Bitcoin's unique edge - self-custody, borderless, unseizable - doesn't disappear. But from a pure price performance standpoint, "AI is kind of sucking a lot of the attention out of it." When AI goes sideways, Bitcoin may re-attract that capital. FT Lyn Alden GoldRepublic.

Milk Road

221,736 次观看 • 3 个月前

"Privacy might feel great when Zcash is up 30%. It doesn't feel great when it's down 30%. We need private stablecoins" Kain on the obvious thing in crypto that nobody has landed yet "I went down the Zcash rabbit hole and the challenge is the core asset is the only one that is private on Zcash. In order to have privacy, you hold Zcash properly shielded. But it's somewhat volatile" "It seems really obvious that we need private stablecoins. Zcash has thought about this, the community has multiple proposals. But no one's really landed it" "Tornado Cash had a USDC pool for a long time. But it's not enough to just have one pool. You need enough for it to actually work and be scalable"

"Privacy might feel great when Zcash is up 30%. It doesn't feel great when it's down 30%. We need private stablecoins" Kain on the obvious thing in crypto that nobody has landed yet "I went down the Zcash rabbit hole and the challenge is the core asset is the only one that is private on Zcash. In order to have privacy, you hold Zcash properly shielded. But it's somewhat volatile" "It seems really obvious that we need private stablecoins. Zcash has thought about this, the community has multiple proposals. But no one's really landed it" "Tornado Cash had a USDC pool for a long time. But it's not enough to just have one pool. You need enough for it to actually work and be scalable"

Laura Shin

69,831 次观看 • 4 个月前

🚨NEW: Adam Curry nicely breaks down how Stablecoins work, Tether, and the likely future of the US Digital Dollar system. (Worth a watch if you don't know about this subject) "A stablecoin is a digital dollar thats pegged to the dollar so it's always a dollar. It's already being used all over the internet and the world. The only reason it's worth a dollar is because the stablecoin company that creates it has debt and paper to back it up. They buy America's debt, they buy treasury bonds or T-bills that pay a dividend that gives interest, and for each dollar they've bought in treasury they can create stablecoins. If you look at the company Tether they've bought more of the US debt than most countries. They have $160B worth of US debt. For each of those dollars they have a stablecoin. There's like 50 people in the company. They have $160B at 4% interest annually, they're making BANK just for holding this debt. I think that President Trump is very smart in seeing that we can flood the world with our stablecoin and we get a 2-for-1. We create a dollar of debt and we create another dollar that can be used all over the world as a reserve currency and that should result in some new monetary system that we need to come up with to have our dollar valued properly but also still remain the reserve currency and remain a strong export country. We don't make anything that we sell abroad, we can't all serve each other burgers and fries -- we have to build something. All of that went overseas. There's something big coming, and it has to happen. Trump is a meta guy. He's going to re-finance the country. It'll be digital and he Bitcoiners don't like this because they want Bitcoin to be the one currency that everyone uses but its now more like a digital gold that's much easier to move around. It's useful but it isn't money or currency the way it was originally intended -- but it is still very important and will be part of the US' strategic reserve. It looks to me like Stablecoins and Tether in particular will be the future of the US dollar payments. A lot of people on the right are afraid of being controlled on a grid because you can stop stablecoins -- but it seems there's no way of getting around some form of a digital dollar. I still like Bitcoin as a backup to protect from that control." Great breakdown Adam Curry - curryirc.com

🚨NEW: Adam Curry nicely breaks down how Stablecoins work, Tether, and the likely future of the US Digital Dollar system. (Worth a watch if you don't know about this subject) "A stablecoin is a digital dollar thats pegged to the dollar so it's always a dollar. It's already being used all over the internet and the world. The only reason it's worth a dollar is because the stablecoin company that creates it has debt and paper to back it up. They buy America's debt, they buy treasury bonds or T-bills that pay a dividend that gives interest, and for each dollar they've bought in treasury they can create stablecoins. If you look at the company Tether they've bought more of the US debt than most countries. They have $160B worth of US debt. For each of those dollars they have a stablecoin. There's like 50 people in the company. They have $160B at 4% interest annually, they're making BANK just for holding this debt. I think that President Trump is very smart in seeing that we can flood the world with our stablecoin and we get a 2-for-1. We create a dollar of debt and we create another dollar that can be used all over the world as a reserve currency and that should result in some new monetary system that we need to come up with to have our dollar valued properly but also still remain the reserve currency and remain a strong export country. We don't make anything that we sell abroad, we can't all serve each other burgers and fries -- we have to build something. All of that went overseas. There's something big coming, and it has to happen. Trump is a meta guy. He's going to re-finance the country. It'll be digital and he Bitcoiners don't like this because they want Bitcoin to be the one currency that everyone uses but its now more like a digital gold that's much easier to move around. It's useful but it isn't money or currency the way it was originally intended -- but it is still very important and will be part of the US' strategic reserve. It looks to me like Stablecoins and Tether in particular will be the future of the US dollar payments. A lot of people on the right are afraid of being controlled on a grid because you can stop stablecoins -- but it seems there's no way of getting around some form of a digital dollar. I still like Bitcoin as a backup to protect from that control." Great breakdown Adam Curry - curryirc.com

Autism Capital 🧩

365,662 次观看 • 1 年前

It’s not going to be alright America. Thing are not going to get better anytime soon. The U.S. government is going to crush the middle class and there is not a gosh damn thing anyone of us is going to do to stop it.

It’s not going to be alright America. Thing are not going to get better anytime soon. The U.S. government is going to crush the middle class and there is not a gosh damn thing anyone of us is going to do to stop it.

RyanMatta 🇺🇸 🦅

22,716 次观看 • 4 个月前

Johnson: What Elon and the team are doing is what Congress has not had the ability to do. They are exposing this massive fraud, waste, and abuse that we have not been able to uncover because the deep state has hidden it from us.

Johnson: What Elon and the team are doing is what Congress has not had the ability to do. They are exposing this massive fraud, waste, and abuse that we have not been able to uncover because the deep state has hidden it from us.

Acyn

850,445 次观看 • 1 年前

Why major banks are coming for Tether’s business "There's a ton of money to be made in stablecoins, especially when rates are relatively high. Tether is probably, per employee, one of the highest grossing companies on the planet." "They make billions and billions and billions of dollars simply by gathering stablecoins, gathering dollars, minting stablecoins, then holding those dollars in treasuries that are liquid and earning the interest. It's a massive, massive business, and none of these financial institutions want to see that going to a crypto incumbent."

Why major banks are coming for Tether’s business "There's a ton of money to be made in stablecoins, especially when rates are relatively high. Tether is probably, per employee, one of the highest grossing companies on the planet." "They make billions and billions and billions of dollars simply by gathering stablecoins, gathering dollars, minting stablecoins, then holding those dollars in treasuries that are liquid and earning the interest. It's a massive, massive business, and none of these financial institutions want to see that going to a crypto incumbent."

The Wolf Of All Streets

29,193 次观看 • 29 天前