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Illya Gerasymchuk
Entrepreneur / Engineer

🧡 Threads/Articles 🧡

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gold moves up by β‰ˆ13% on breakouts, thus β‰ˆ$4000/oz gold in November 2025
Started: 2025-09-23 Updated: 2025-09-23
1 thoughts
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lower interest rates means less attractive repo and deposit rates, thus expect more capital movement into assets, as the yields on MMF/deposits become less attractive
Started: 2025-09-21 Updated: 2025-09-21
1 thoughts
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$4000/oz gold by the end of 2025? yes, very much possible, but also beware of consolidation ranges which may extend for months
Started: 2025-09-20 Updated: 2025-09-20
1 thoughts
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watch the Fed's projection dot plot, not the Fed Funds rate
Started: 2025-09-17 Updated: 2025-09-20
8 thoughts
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reducing the cost of capital by 25bps wouldn't affect mortgage that much - as it doesn't eliminate the existing risk in the market (i.e. existing mortgages)
Started: 2025-09-19 Updated: 2025-09-19
12 thoughts
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there will NOT be a 50 bps rate cut
Started: 2025-09-17 Updated: 2025-09-17
2 thoughts
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it's not just the Fed, the ECB is also lowering rates into higher inflation
Started: 2025-09-17 Updated: 2025-09-17
3 thoughts
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🀯 Gold may just go straight to $3500 in the next few hours #7
Started: 2025-06-13 Updated: 2025-09-16
18 thoughts
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ECB's legal framework forbids the use of gold revaluation proceeds to pay expenses or operating losses
Started: 2025-09-16 Updated: 2025-09-16
5 thoughts
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πŸ‡ͺπŸ‡Ί ECB gained €10.5B on gold from 2023 to 2024
Started: 2025-09-15 Updated: 2025-09-15
2 thoughts
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gold is a great asset to hold for the next 5 years
Started: 2025-09-14 Updated: 2025-09-15
5 thoughts
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πŸ‡ͺπŸ‡Ί The best countermeasure that EU can take is swapping US securities for Gold
Started: 2025-04-03 Updated: 2025-09-14
2 thoughts
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real estate is a great asset because banks lend β‰ˆ75% of its value
Started: 2025-09-12 Updated: 2025-09-13
8 thoughts
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EU real estate prices will continue to increase
Started: 2025-09-07 Updated: 2025-09-07
3 thoughts
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gold revaluation will NOT solve the US debt problem
Started: 2025-09-04 Updated: 2025-09-06
21 thoughts
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91% of central banks are working on CBDCs, but not on a public blockchain
Started: 2025-08-28 Updated: 2025-08-28
5 thoughts
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wholesale CBDC vs retail CBDC - what's the difference?
Started: 2025-08-27 Updated: 2025-08-27
5 thoughts
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ECB plans to limit the amount of digital Euro CBDC a wallet can hold
Started: 2025-08-25 Updated: 2025-08-26
2 thoughts
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finance has A LOT to learn from engineering - especially in terms or standardization 😭
Started: 2025-08-24 Updated: 2025-08-24
2 thoughts
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repo rates increase and borrowing decreases in quarter-ends
Started: 2025-08-22 Updated: 2025-08-23
6 thoughts
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when a bank buys an asset from a non-bank it creates broad money
Started: 2025-08-22 Updated: 2025-08-22
11 thoughts
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it's NOT yet the top of the cycle for equities, cryptocurrencies and other risk assets. here’s why
Started: 2025-08-20 Updated: 2025-08-20
12 thoughts
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here's what yield spreads are saying about Bitcoin
Started: 2025-08-19 Updated: 2025-08-19
12 thoughts
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there should be more blockchains running over mesh technologies like LoRA
Started: 2025-08-19 Updated: 2025-08-19
4 thoughts
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yield spreads between US Treasuries and riskier bonds mirror the price of Bitcoin
Started: 2025-08-18 Updated: 2025-08-18
6 thoughts