Quinten
@QuintenFrancois
Doing things with crypto
Bestselling author | Forbes 30U30
CBO @lokal_spot | Business: @GavinVDL
1.5K Following 226.6K Followers
US is paying its Visa card bill with its Mastercard
JUST IN: 🇺🇸 US Treasury to buy back up to $6 billion in longer-term debt tomorrow.
The Fed needs to fight inflation while Washington needs affordable borrowing.
The longer yields stay above 5%, the uglier that conflict gets.
Monetary policy eventually serves the debt instead of your purchasing power.
That’s fiscal dominance.
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CBO projects America’s net interest bill will rise from $1.0 TRILLION in 2026 to $2.1 TRILLION by 2036.
My bet is politicians won’t fix it honestly. They’ll make the currency absorb the damage.
That’s why I own Bitcoin.
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Stocks, Bitcoin, gold and real estate will all keep going up in Monopoly money terms
BREAKING: US M2 money supply jumped +$124.9 billion in August, to a record $23.34 trillion.
This marks the 28th consecutive monthly increase, totaling +$2.61 trillion.
YoY, M2 grew +5.7%, its largest YoY increase since June 2022.
This marks a sharp acceleration from +2.0% YoY growth seen in August 2024.
Meanwhile, since the 2020 pandemic, M2 money supply has surged +$7.85 trillion, equivalent to +$1.21 trillion on average per year, or +6.5% annualized growth.
US money creation is picking up speed.
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Crypto basically been in an accumulation zone since 2021
Lock in
I'm irresponsibly long on the whole crypto market right now.
The next 2-3 years are going to be insane.
Another €100+ per EU taxpayer is flying away to Ukraine.
They are robbing you on every level, only to waste it on things nobody ever wanted.
Meanwhile, people are dying in ditches over there, and energy prices in the EU have become unaffordable.
First, we destroyed our own energy sector in the name of climate hysteria. Then we “sanctioned” Russia - and it backfired massively in our faces.
Now we just buy Russian gas back through other countries, except at a much higher price.
Sounds like this was all really worth it… and definitely worth continuing to fund.
And you’re wondering why people have been struggling more and more since COVID and the war in Ukraine?
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Dear Volodymyr @ZelenskyyUa, Europe is working harder than ever to strengthen Ukraine’s defence.
Our new 🇪🇺🇺🇦 anti-ballistic programme can help rapidly scale up production.
More defence support is coming.
And as reforms in the Rada progress, more budget support too.
We have €37 billion still available in this calendar year.
In New York, my message to every leader is clear:
we must all step up support for Ukraine’s defence.
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I think ethereum:native is still one of the most underrated coins out there
I’m supposed to believe ethereum:native is finished while BlackRock, PayPal and the biggest institutions in the planet keep building in its ecosystem?
Bitcoin matching gold’s market cap puts $BTC around $1.5 MILLION.
ZERO additional money printing assumed.
ZERO growth in gold’s market cap.
That’s the boring long-term base case.
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Working hard WON’T make you rich
Start investing
“Buying a house is an investment.”
“Bitcoin is gambling.”
In this 15-year comparison:
Buy = $460K in equity
Rent and invest the difference in Bitcoin = $292.8M
Apparently I’m responsible when I owe the bank $200K, but reckless when I buy something it can’t print.
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2 months ago everyone was convinced $BTC would go below $60,000
Today, everyone dreams of getting the chance to buy at $65,000 again
$2.84 BILLION into Bitcoin and Ethereum ETFs in just 4 trading days.
Meanwhile, everyone is obsessed with AI and acting like crypto no longer exists.
I’m ridiculously bullish.
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Infosys, whose Finacle platform supports over 1.7 BILLION accounts, is partnering with Chainlink to bring institutional finance onchain.
Infosys already helps banks run their technology. It can now help them connect those systems to blockchain markets using Chainlink.
That’s the part people should pay attention to.
Swift. UBS. Mastercard. DTCC. Now Infosys.
The institutional relationships keep expanding, yet $LINK still trades roughly 75% below its 2021 ATH.
I find that disconnect fucking absurd.
To me, this remains one of crypto’s most asymmetric opportunities.
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$BTC is still extremely undervalued
Bitcoin is 39% below its power-law trend: $85,980 against a trend value of $141,121.
That line is a straight fit through log price against log days since 2010. It is not a target and not a forecast, it is where the curve sits today.
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Bitcoin just closed above its 50-week moving average after 44 consecutive weeks below it.
11 of 13 historical bear-market reclaims came AFTER the bottom.
Actually, you did
The biggest asymmetric opportunity is right in front of us while the entire crowd is busy obsessing over AI
Ngl, I had to do a bit of research into Infosys, but holy shit this partnership is huge
$LINK
NEW: @Infosys (NYSE: INFY), the $40B+ global IT leader, enters a strategic partnership with Chainlink to accelerate institutional onchain finance.
Infosys supports critical banking and payments infrastructure for more than 1.7 billion customer accounts worldwide and is now standardizing the adoption of the Chainlink platform:
• Cross-Chain Interoperability Protocol (CCIP)
• Chainlink Runtime Environment (CRE)
• Automated Compliance Engine (ACE)
• Proof of Reserve
• Data Streams
• Data Feeds
Together, Infosys and Chainlink are creating a path to connect the world’s largest financial institutions to onchain markets.
Infosys 🤝 Chainlink
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I’m supposed to believe ethereum:native is finished while BlackRock, PayPal and the biggest institutions in the planet keep building in its ecosystem?
