Traded my TradFi tie for a Defi hoody. I tweet about Finance, Global Macro, Crypto, Politics 🇫🇷🇬🇧
France
Joined April 2022
- Tweets2K
- Following449
- Followers156
- Likes3K
France is trapped in a negative feedback loop where political, economic, and intellectual perverse incentives feed into each other, spiraling the country downwards.
1
53
My intuition of the day:
Excess of consensus kill the alignment of incentives that make all human systems and eventually trigger their collapse.
33
Most people in France form a view on a man they have never listened to directly just because he's labelled a "-ist" by a bunch of journalists they declare not trusting. Fascinating. #Elon
17
I called the top on #bitcoin on March 14th.
We're now in a nasty bear market that will lead us around 28K next year.
Retail and most miners will capitulate. Stay safe.
$BTC
Nailed the #crypto top but tech stocks are making new ATH and gold is holding incredibly well while yields are still rising. Crypto used to be 3x lev on tech stocks.
You know what that means don't you.
1
250
Europe misunderstands what Trump 1.0 was thus can't fathom what Trump 2.0 would be.
Most people I meet with in Europe and Asia assumes that if Trump wins in November, foreign policy under Trump 2.0 will be a replica of Trump 1.0
But in Trump 1.0, the inner sanctum was made up of Mike Pompeo, John Bolton, Nikki Haley, Mike Pence…
In Trump 2.0, the inner sanctum seems to be RFK Jr, Elon Musk, Tulsi, JD Vance…
Surely that should make for very different outcomes?
Dick Cheney knows it will make for a different outcome! Am surprised that so many investors seem to be missing this…
1
48
So BTC is bullish because miners spend $76K to mine 1 bitcoin while price is $61K and they collectively hold 58K units while being overleveraged. Cool narrative.
40
The rumors about Biden are probably true.
The WH can't let them inflate purposely.
It's tiring to live in interesting times.
54
Nailed the #crypto top but tech stocks are making new ATH and gold is holding incredibly well while yields are still rising. Crypto used to be 3x lev on tech stocks.
You know what that means don't you.
France, celebrating its Greco-Roman heritage, will host both the Olympic Games and the largest circus ever in July. #FrenchElection2024
34
Macron's political playbook looks quite simple to me. 2024 is to 1848 what 2027 could be to 1851.
Macron thinks he's Napoleon III.
#Macron
38