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Long-form writing on macro, market structure, commodities, Bitcoin, crypto markets, machine learning, and AI systems.
🚀📡 added an RSS feed to my thoughts
Over 10 years the Russian Central Bank has increased gold holdings by x4.5
90% of all newly issued debt is for refinancing of existing debt, not new debt/financing
repurchase agreements are almost always over-collateralized #2
repurchase agreements are almost always over-collateralized #1
🚨🏦 claims that gold is a Tier 1 asset under Basel III are FALSE: #2
🚨🏦 claims that gold is a Tier 1 asset under Basel III are FALSE: #1
💧FED swap lines = infinite liquidity pool
🚀 added stateless comments on posts
central banks will continue to buy gold #1
If you only understood how cheap gold is now. To put it in perspective, its current FIAT price only reflects inflation prior to 2011 🤯
🚨US Dollar Index going to ≈98.3
'The market is never wrong' #5
🤯 Gold may just go straight to $3500 in the next few hours #8
While Ethereum has built a strong-ish support in the current area, it currently looks more likely to fall towards the ≈$2180 monthly support #4
UN's Model Double Taxation Convention has a clear key benefit over OCED's
🤯 Gold may just go straight to $3500 in the next few hours #2
While Ethereum has built a strong-ish support in the current area, it currently looks more likely to fall towards the ≈$2180 monthly support #3
While Ethereum has built a strong-ish support in the current area, it currently looks more likely to fall towards the ≈$2180 monthly support #2
record $7 trillion USD in money market funds (mmf)
While Ethereum has built a strong-ish support in the current area, it currently looks more likely to fall towards the ≈$2180 monthly support #1
Silver back to August 2020 price #1
'The market is never wrong' #4
🎯 Ethereum fell below $2500
💡FYI there is plain text version of my X posts: #2