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Warren Buffett openly admitted his biggest fear: currency debasement. “We wouldn’t want to be holding anything in a currency that’s going to hell.” Let that sink in, because Berkshire is sitting on hundreds of billions in cash, largely parked in U.S. Treasuries. Treasuries are not “risk-free” in a debasement...

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Macro Liquidity by Sunil Reddy

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165,324 просмотров • 8 месяцев назад •via X (Twitter)

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Dear Pioneers, Today, I decided to share this message with you because when I searched online, I noticed something very important. Many exchange markets already know that the Pi Network has GCV — Global Consensus Value. They even acknowledge that this value is community-driven. But they say it is not official, because it has not been formally endorsed by CT. Also we still have a lot of pioneers never deeply understand white paper. They always use market cap to deny GCV. All the above is because they assume Pi is another traditional crypto currency. This made me think. Not only outsiders, but even some of our own pioneers still hesitate or doubt GCV. Why? Because they don’t fully understand the concept difference between traditional crypto and Pi Network. So today, I want to make it very clear for everyone: what is value, and what is price? Most traditional cryptocurrency analysts talk about is price. They see supply and demand, market cap, and speculation. 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Share correct information and educate others. Promote GCV. Invite more merchants to join. Even though Pi is not yet fully open, businesses can already accept Pi partially — 5%, 10%, 20%, even 50% of a payment. It doesn’t matter. Every transaction, every piece of GCV data, strengthens Pi as a currency. So business don't have any loss or risk. It can only increase their reputation and sales especially now most business bankrupt because of stagflation. Our strategy can save a lot of business. So let us remember: Price belongs to assets. Value belongs to currency. And consensus belongs to pioneers. We already have the victory, because value is in our hands. Together, we will win. In fact, we have already won. Thank you. Doris Yin 🪷🪷🪷 Pi = Real Currency, Not Speculation 📷 Price belongs to assets. 📷 Value belongs to currency. 📷 Consensus belongs to pioneers. 📷 Together, we build Global Consensus Value (GCV). 📷 We are not only users, we are creators.

Doris Yin 东方紫莲🪷

30,474 просмотров • 1 год назад

Finance moves trillions every day. But ownership? Still slow. Paperwork. Intermediaries. Delays. A system built on trust but slowed by structure. In a digital world, value moves instantly. Ownership doesn’t. That creates friction. Limits access. Slows global capital. So what if ownership could move like value? Structured. Transferable. On-chain. That’s where Real comes in. A blockchain built for real-world assets where ownership is programmable, risk is integrated, and settlement is reimagined. Not just digitizing assets. Rebuilding the system around them. Because the future of finance isn’t just about moving value It’s about moving ownership.
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Finance moves trillions every day. But ownership? Still slow. Paperwork. Intermediaries. Delays. A system built on trust but slowed by structure. In a digital world, value moves instantly. Ownership doesn’t. That creates friction. Limits access. Slows global capital. So what if ownership could move like value? Structured. Transferable. On-chain. That’s where Real comes in. A blockchain built for real-world assets where ownership is programmable, risk is integrated, and settlement is reimagined. Not just digitizing assets. Rebuilding the system around them. Because the future of finance isn’t just about moving value It’s about moving ownership.

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If your returns aren't beating 11% a year, you're getting poorer. Global liquidity grows about 8% a year. That's the money supply expanding, and it means the value of the cash in your pocket falls by roughly that much every year. Add maybe 3% of normal inflation on top and you get to an 11% hurdle. Most people think if they've beaten inflation they're fine. They haven't. Inflation and debasement aren't the same thing. Inflation is your money losing value against goods... rent, groceries, fuel. Debasement is your money losing value against assets... property, stocks, the things that actually build wealth. You have to clear both. This is the real reason the rich get richer and everyone else falls behind. One side owns the assets. The other side is holding a melting ice cube.
1:29

If your returns aren't beating 11% a year, you're getting poorer. Global liquidity grows about 8% a year. That's the money supply expanding, and it means the value of the cash in your pocket falls by roughly that much every year. Add maybe 3% of normal inflation on top and you get to an 11% hurdle. Most people think if they've beaten inflation they're fine. They haven't. Inflation and debasement aren't the same thing. Inflation is your money losing value against goods... rent, groceries, fuel. Debasement is your money losing value against assets... property, stocks, the things that actually build wealth. You have to clear both. This is the real reason the rich get richer and everyone else falls behind. One side owns the assets. The other side is holding a melting ice cube.

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Warren Buffett: "[Berkshire Hathaway] will always be moving somewhat, but it will be mostly expanding. We will have companies that 50-100 years from now will not be viable in the economy of that world. But we'll have a whole lot more that develop over the years." "Greg [Abel] understands more businesses, in a sense, than I do ... If you ask me whether I know much about the companies that are being formed today, the answer is no."

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2-25-26 The Truth Behind Brazil’s 12% Yield A 12% yield is not a gift — it’s a warning sign. This is the classic mistake of chasing yield. If something pays dramatically more than the risk-free rate (the U.S. Treasury), it’s compensating you for meaningful uncertainty: credit risk, default risk, currency volatility, and geopolitical instability. In this short video, I break down whether Brazilian treasuries yielding over 12% are actually worth buying, the difference between ETFs and individual bonds, and the real risks hiding behind that headline number. $EWZ $BRAZ $ILF If you like this video, please ❤️like and 🔁retweet

Lance Roberts

10,275 просмотров • 6 месяцев назад

Stop whatever you’re doing and pay attention: IF the US is being serious and decides to literally print $15T to “sell” to the open market in order to buy Bitcoin… and it starts “buying” Bitcoin -A FINITE CURRENCY- at the open market price You can cheat You can be smart Or You can be the first If the US does try to be the first… …to sell trillions of dollars… …with the openly stated mission of getting away from worthless paper and debt based currency… …to get a FINITE money that can only become more valuable over time… … …so, I’ll ask the question: why are so many in the markets still holding USD? Or, holding assets beholden to the USD? —If you know ***in advance*** the biggest player in the world is about to sell and needs Bitcoin ONLY… (Send this to all your Bitcoin friends and all your noncoiners. The clip is from the movie Margin Call, and the principal is the same)
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Stop whatever you’re doing and pay attention: IF the US is being serious and decides to literally print $15T to “sell” to the open market in order to buy Bitcoin… and it starts “buying” Bitcoin -A FINITE CURRENCY- at the open market price You can cheat You can be smart Or You can be the first If the US does try to be the first… …to sell trillions of dollars… …with the openly stated mission of getting away from worthless paper and debt based currency… …to get a FINITE money that can only become more valuable over time… … …so, I’ll ask the question: why are so many in the markets still holding USD? Or, holding assets beholden to the USD? —If you know ***in advance*** the biggest player in the world is about to sell and needs Bitcoin ONLY… (Send this to all your Bitcoin friends and all your noncoiners. The clip is from the movie Margin Call, and the principal is the same)

Financial Physics

127,791 просмотров • 1 год назад

Warren Buffett was asked if Berkshire’s purchase of $AMZN (2019 at $89) was a departure from value investing. His answer cuts straight to the heart of what value investing actually means: “The idea that value is somehow connected to book value or low price to earnings ratios or anything, as Charlie has said all investing is value investing. You’re putting out money now to get more later — and making a calculation on the probability of getting it, and when.” ___ Buffett dismantles one of the most common misconceptions in investing. Value investing was never about low price-to-book ratios or cheap multiples. That’s a methodology — not a definition. The definition is simple: you’re paying a price today for a stream of future cash flows, and you’re asking whether you’re being adequately compensated. The label “value” vs. “growth” has always been a false dichotomy. All intelligent investing is value investing. ___ 🎙️ Berkshire 2019 Annual Meeting | CNBC Warren Buffett Archive (05/04/2019)
0:46

Warren Buffett was asked if Berkshire’s purchase of $AMZN (2019 at $89) was a departure from value investing. His answer cuts straight to the heart of what value investing actually means: “The idea that value is somehow connected to book value or low price to earnings ratios or anything, as Charlie has said all investing is value investing. You’re putting out money now to get more later — and making a calculation on the probability of getting it, and when.” ___ Buffett dismantles one of the most common misconceptions in investing. Value investing was never about low price-to-book ratios or cheap multiples. That’s a methodology — not a definition. The definition is simple: you’re paying a price today for a stream of future cash flows, and you’re asking whether you’re being adequately compensated. The label “value” vs. “growth” has always been a false dichotomy. All intelligent investing is value investing. ___ 🎙️ Berkshire 2019 Annual Meeting | CNBC Warren Buffett Archive (05/04/2019)

Dimitry Nakhla | Babylon Capital®

78,928 просмотров • 4 месяцев назад

The next time you hear someone use the term "fiat currency" and mean it unironically, just ignore them. They have no clue what they're talking about. We haven't used fiat currency in any meaningful way in a hundred years, longer. There is no fractional reserve lending. If you don't even know what money is, how can you claim that you're replacing it? But in order to justify why #BTC keeps going up in price (not usage, just price), they've concocted this fairy tale that the dollar is "being debased" because otherwise they'd have to admit it's only going up because it's a NASDAQ stock. BTC isn't money, it's a tradeable portfolio asset just like Nvidia. Nothing more. And there's nothing wrong with that. BTC and the Euro$ are completely different worlds. BTC doesn't compete with "the dollar", it competes with AI bubble stocks - and therefore trades a lot like them, if you haven't noticed. This is one of those times when the truth is impossible to ignore - "dollar debasement" is being debased not the Euro$. AGAIN.
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The next time you hear someone use the term "fiat currency" and mean it unironically, just ignore them. They have no clue what they're talking about. We haven't used fiat currency in any meaningful way in a hundred years, longer. There is no fractional reserve lending. If you don't even know what money is, how can you claim that you're replacing it? But in order to justify why #BTC keeps going up in price (not usage, just price), they've concocted this fairy tale that the dollar is "being debased" because otherwise they'd have to admit it's only going up because it's a NASDAQ stock. BTC isn't money, it's a tradeable portfolio asset just like Nvidia. Nothing more. And there's nothing wrong with that. BTC and the Euro$ are completely different worlds. BTC doesn't compete with "the dollar", it competes with AI bubble stocks - and therefore trades a lot like them, if you haven't noticed. This is one of those times when the truth is impossible to ignore - "dollar debasement" is being debased not the Euro$. AGAIN.

Jeffrey P. Snider

31,638 просмотров • 9 месяцев назад

This is what a neutral bridge asset solves. No country is required to trust the de facto USD as the bridge currency. The USD becomes a bridge currency, not the bridge currency. Same for the euro and yuan. BRICS can conduct business outside of the USD; however, should they need to settle with a U.S. institution, a European institution, or another currency bloc, neither side has to make the other’s sovereign currency the intermediary. That is the point of a neutral bridge asset. USD - XRP - Yuan. Yuan - XRP - Real. Real - XRP - Euro. The currencies remain sovereign. The monetary systems remain sovereign. The bridge does not. This isn’t necessarily “de-dollarization.” It is de-intermediation of the settlement layer by removing the requirement that one nation’s currency sit in the middle of everyone else’s trade. (Mitigating the triffin dilemma.) A multipolar monetary system doesn’t require one currency to defeat another. It requires a neutral mechanism capable of transferring value between them. That is the problem XRP was designed to solve.
2:59

This is what a neutral bridge asset solves. No country is required to trust the de facto USD as the bridge currency. The USD becomes a bridge currency, not the bridge currency. Same for the euro and yuan. BRICS can conduct business outside of the USD; however, should they need to settle with a U.S. institution, a European institution, or another currency bloc, neither side has to make the other’s sovereign currency the intermediary. That is the point of a neutral bridge asset. USD - XRP - Yuan. Yuan - XRP - Real. Real - XRP - Euro. The currencies remain sovereign. The monetary systems remain sovereign. The bridge does not. This isn’t necessarily “de-dollarization.” It is de-intermediation of the settlement layer by removing the requirement that one nation’s currency sit in the middle of everyone else’s trade. (Mitigating the triffin dilemma.) A multipolar monetary system doesn’t require one currency to defeat another. It requires a neutral mechanism capable of transferring value between them. That is the problem XRP was designed to solve.

Mr. Man

13,543 просмотров • 22 дней назад

Yes, we’re in a bear market. The question isn’t if — it’s how long. Every cycle has the permanent naysayers chanting “it’s over.” But look deeper. If this were pure currency debasement panic, Bitcoin should be flying. Instead, the 60-year-olds who control most institutional capital are buying gold and silver. That’s the demographic tension. Crypto is still young money. Old money moves slower. I’ve lived through nine bear markets — when everyone is loudly bearish, they’re usually under-invested. And bear markets tend to end when sentiment is at its ugliest. Cycles don’t die from fear. They die from exhaustion — and we’re getting close.
0:58

Yes, we’re in a bear market. The question isn’t if — it’s how long. Every cycle has the permanent naysayers chanting “it’s over.” But look deeper. If this were pure currency debasement panic, Bitcoin should be flying. Instead, the 60-year-olds who control most institutional capital are buying gold and silver. That’s the demographic tension. Crypto is still young money. Old money moves slower. I’ve lived through nine bear markets — when everyone is loudly bearish, they’re usually under-invested. And bear markets tend to end when sentiment is at its ugliest. Cycles don’t die from fear. They die from exhaustion — and we’re getting close.

Anthony Scaramucci

58,028 просмотров • 6 месяцев назад

In a trade war, SIZE MATTERS — and the U.S. economy has the upper hand. People keep asking me, “What if China sells off U.S. Treasuries?” My response? Go ahead. Because here’s the reality: when hundreds of thousands of jobs are at risk in China, the pressure doesn’t land on the U.S., it lands straight on Xi Jinping’s desk. This isn’t a war of bombs. It’s a war of economics. And in that battle? Money talks. Everything else is just noise. If we hit back with 25%… 400% tariffs… AND shut down the markets? You’ll see how quickly the conversation moves to Geneva. That’s how leverage works.
0:57

In a trade war, SIZE MATTERS — and the U.S. economy has the upper hand. People keep asking me, “What if China sells off U.S. Treasuries?” My response? Go ahead. Because here’s the reality: when hundreds of thousands of jobs are at risk in China, the pressure doesn’t land on the U.S., it lands straight on Xi Jinping’s desk. This isn’t a war of bombs. It’s a war of economics. And in that battle? Money talks. Everything else is just noise. If we hit back with 25%… 400% tariffs… AND shut down the markets? You’ll see how quickly the conversation moves to Geneva. That’s how leverage works.

Kevin O'Leary aka Mr. Wonderful

309,773 просмотров • 1 год назад

🚨Former Pentagon Advisor Jim Rickards: 'China🇨🇳 Is SELLING US🇺🇸 Treasuries to Protect Its Own Currency and Banks.' 'The Chinese holdings of US Treasury securities are publicly available. The United States Treasury produces a monthly report and you can see exactly what is going down. It has been going down a little, not massively. Yes, they have been selling Treasuries. They are selling Treasuries because they are desperate for dollars. People talk about the dollar as a reserve currency. There are no reserve currencies. There are reserve assets denominated in a currency. The reserve assets are US Treasury securities. They are using that cash to prop up their own currency and to bail out their banks, which have dollar loans going into default.' — Former Pentagon Advisor and Guest Lecturer at Johns Hopkins University, James Rickards joins us for the next episode of New Order on Sunday Catch the full interview on Sunday’s episode of New Order Don’t miss it, follow us on X and follow our Rumble channel, reply to it Scheduled livestream link 👇
2:15

🚨Former Pentagon Advisor Jim Rickards: 'China🇨🇳 Is SELLING US🇺🇸 Treasuries to Protect Its Own Currency and Banks.' 'The Chinese holdings of US Treasury securities are publicly available. The United States Treasury produces a monthly report and you can see exactly what is going down. It has been going down a little, not massively. Yes, they have been selling Treasuries. They are selling Treasuries because they are desperate for dollars. People talk about the dollar as a reserve currency. There are no reserve currencies. There are reserve assets denominated in a currency. The reserve assets are US Treasury securities. They are using that cash to prop up their own currency and to bail out their banks, which have dollar loans going into default.' — Former Pentagon Advisor and Guest Lecturer at Johns Hopkins University, James Rickards joins us for the next episode of New Order on Sunday Catch the full interview on Sunday’s episode of New Order Don’t miss it, follow us on X and follow our Rumble channel, reply to it Scheduled livestream link 👇

New Order with Afshin Rattansi

17,647 просмотров • 4 месяцев назад