P.A.13 (@SmartNewMoney) profile picture

Smart(New)Money

East Coast US
Joined May 2021
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It looks like Trump continues to actively manipulate the oil markets for the financial gain of insiders with advance knowledge of his changing position. After causing oil prices to rise based on threats of escalated military action against Iran after the midterms, Trump has now done a 180, claiming he prefers peaceful negotiations rather than military action. Once oil short positions are covered and new longs are established, expect another reversal of the official position. Trump will likely continue this manipulation until markets no longer react to anything his administration says.
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P.A.13 retweeted
Replying to @CryptoHayes
@CryptoHayes is going for the trifecta. He invented the perp in 2016. In 2023 he came up with the original idea for the synthetic dollar, which Ethena built USDe on and grew to $15B in 18 months. Today he published design number three. Compute derivatives. Nobody can quote you a price for compute. GPU rents and token prices are just downstream of raw FLOPS, and Flop Network is where the FLOPS get priced. Every block carries paid inference receipts, so the chain prints a live $ FLOP price per unit of compute. Once there's a spot price, the whole stack follows. Forwards first, then a perp on top. Short compute without owning a GPU. Two for two so far. Full essay on Cryptohayes Substack
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I will follow this view until proven wrong (back above $83k) ✅-Bitcoin weekly close below $83k (again) ✅-Fakeout confirmed (Oct 25) -Fed does not raise rates (Oct 28) -PCE comes in hot (Oct 29) -Oil spikes over the Iran war (~$120) -Long end goes up (10Y back to 5.3%) -Stocks drop -Bitcoin drops in Q4 of midterm year (like always) -Long end drops before EOY
A plausible path to consider (in order). Becomes void if Bitcoin gets and holds back above $83k -Bitcoin weekly close below $83k (again) -Fakeout confirmed (Oct 25) -Fed does not raise rates (Oct 28) -PCE comes in hot (Oct 29) -Oil spikes over the Iran war (~$120) -Long end goes up (10Y back to 5.3%) -Stocks drop -Bitcoin drops in Q4 of midterm year (like always) -Long end drops before EOY
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🚨 WARNING: SOMETHING VERY BAD JUST HAPPENED China’s stock market has dumped more than 20%, officially entering a BEAR MARKET. At the same time, China has been aggressively reducing exposure to U.S. Treasuries. Meanwhile, its gold reserves just hit a record $324 BILLION. Now ask yourself one question: WHY IS ALL OF THIS HAPPENING AT THE SAME TIME? Because buying gold was only step one. China is now building the infrastructure around it. Hong Kong’s government-backed gold clearing system is directly connected to the Shanghai Gold Exchange. Gold storage capacity is being expanded. Physically settled RMB gold futures are being developed. Alternative payment networks are being built. And China has now bought gold for 23 CONSECUTIVE MONTHS. This is where the entire equation changes. China does NOT need the yuan to replace the dollar. It only needs to make the dollar LESS NECESSARY. Because if another country gets paid in yuan, there has always been one obvious problem: WHAT DOES IT DO WITH THE YUAN AFTERWARD? China is building another answer: TURN IT INTO GOLD. Trade with China in yuan. Settle without the dollar. Move the proceeds into physical gold. Store and clear that gold through Chinese-linked infrastructure. And China is not alone. South Korea has resumed gold purchases after 13 years. Central banks are increasing gold allocations. Countries are reducing exposure to U.S. Treasuries. Even Venezuela is moving its gold reserves after years abroad. Now connect the dots: Falling Chinese stocks → rising gold reserves → fewer U.S. Treasuries → more yuan settlement → more gold infrastructure → less dollar dependence That is the real shift. The dollar does NOT need to disappear. IT JUST NEEDS TO BE NEEDED LESS OFTEN. And once more countries start using those rails, this stops being a story about the price of gold. It becomes a story about the global monetary system itself. Save this tweet. When the monetary system looks different five years from now, people will look back at what China was building in 2026 and wonder how they missed it happening in plain sight. Remember, I’ve been trading markets for over 15 years. I follow what central banks, governments and the biggest institutions are doing in real time, and when I see something important developing, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
🚨 HERE’S THE PART NOBODY IS TALKING ABOUT Everyone is focused on prices. They’re missing the real question: WHO IS BUYING EVERYTHING THE WEST IS BEING FORCED TO SELL? Unrealized capital gains taxes are a government control tool. They are designed to manipulate markets. If you tax unrealized gains, investors are left with only one option: SELL ASSETS TO PAY TAXES. Western governments are deep in sovereign debt crises. Running record deficits. They NEED selling pressure. But selling always creates a buyer. So ask yourself: WHO HAS THE DEEPEST POCKETS RIGHT NOW? It’s not the West. It’s countries converting paper into HARD ASSETS. China is the clearest example. As of today: - PBoC has bought gold 15 months in a row - Official reserves: 74.19M troy ounces - Total reported gold: 2,308+ tonnes - Last month alone: +40,000 ounces And that’s just what they admit. Market makers estimate hundreds of tonnes MORE accumulated off-book through: - Shanghai Gold Exchange withdrawals - State-linked banks - Sovereign intermediaries At the same time: - Chinese retail gold demand jumped 35% in 2025 - Physical gold is being REMOVED from circulation - Spot gold is near $5,000/oz Now connect the dots: Western investors are being forced to sell. Non-Western are buying with hard currency. Do not hand them your wealth. Btw, I’ve been in finance for more than 15 years. When I EXIT the markets completely, I’ll say it here publicly, like I always do. Many people will wish they followed me sooner.
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Remember dollar prices of assets are not "going up", rather the value of the dollar is going down. This is hard for most to wrap their head around but is important to understand. As they issue more dollars the purchasing power of the same dollars weakens, so the value of the assets, especially scarce assets, strengthen. This is why you must be invested in assets during inflationary periods to protect against this inflation of the dollar. Within asset classes, like stocks, like crypto, like real estate, there are changes of dominance between assets as their perceived value modulates from earnings, revenue, partnerships, innovation or desirability, but overall assets appreciate because the base currency depreciates. Best metaphor: Yes your stock went up but so did the price of a Big Mac. So you are even.
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5 years worth of autistic dev web3 is not ready
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$QTC went from $10 to $186 in 26 days. $ZEC is worth around $21B. @QuantusNetwork is only $36M. Both have a 21M supply cap and use proof of work. But QTC launched with post-quantum signatures from day one. Let's understand why Quantus is drawing attention👇 ✤ 𝐏𝐨𝐬𝐭-𝐪𝐮𝐚𝐧𝐭𝐮𝐦 𝐬𝐢𝐠𝐧𝐚𝐭𝐮𝐫𝐞𝐬 𝐟𝐫𝐨𝐦 𝐛𝐥𝐨𝐜𝐤 𝐨𝐧𝐞: Quantus is building a proof-of-work blockchain designed for a future where quantum computers could threaten today's cryptographic signatures. Bitcoin and most existing blockchains rely on elliptic-curve cryptography. A sufficiently powerful quantum computer could eventually undermine the signatures used to authorize transactions. Quantus launched on September 9 with post-quantum cryptography built into its base layer. Its core features include: • ML-DSA signatures, standardized by NIST • ML-KEM for peer-to-peer connections • Proof of work with a 21M maximum supply • Private balances through wormhole addresses Mining rewards go to wormhole addresses by default, making it harder to link public mining activity directly to a miner's payout address. The idea is to combine Bitcoin's familiar monetary model with cryptography designed for the quantum era. Founders Christopher Smith and Joseph Mattia have raised $2.42M in total, including a $770K round led by Balaji Srinivasan at a reported $100M token valuation. ✤ 𝐀 𝐥𝐢𝐯𝐞 𝐜𝐡𝐚𝐢𝐧 𝐰𝐢𝐭𝐡 𝐜𝐫𝐨𝐬𝐬-𝐜𝐡𝐚𝐢𝐧 𝐚𝐜𝐜𝐞𝐬𝐬: Quantus mainnet launched on September 9, and GPU mining is live. The network has reported roughly 41 TH/s of hashrate, with block rewards around 0.31 QTC. Emissions decline smoothly rather than following Bitcoin-style halvings. On October 6, $QTC became available through NEAR Intents. Users can swap in from 180+ assets across 30+ chains, including BTC, ETH, SOL and ZEC. Swaps are designed to be confidential by default. The current product stack includes: • A wallet supporting wormhole and encrypted accounts • Private-by-default mining payouts • GPU mining on the live network • Cross-chain swaps through NEAR Intents Quantus has also hosted Quantum and Privacy Day with NEAR, bringing more attention to its approach to private, quantum-resistant money. NEAR Intents gives users a way to access $QTC across chains without relying entirely on centralized exchange listings. With mining, wallet infrastructure and cross-chain swaps available, the project has several routes through which its ecosystem can grow. ✤ 𝐀 $𝟑𝟔𝐌 𝐜𝐢𝐫𝐜𝐮𝐥𝐚𝐭𝐢𝐧𝐠 𝐦𝐚𝐫𝐤𝐞𝐭 𝐜𝐚𝐩 𝐰𝐢𝐭𝐡 𝐚 𝟐𝟏𝐌 𝐬𝐮𝐩𝐩𝐥𝐲 𝐜𝐚𝐩: Here are the reported token figures: • Price: ~$131 • Circulating market cap: ~$36M • FDV: ~$750M • Maximum supply: 21M QTC • Circulating supply: ~272K, roughly 1.3% of the maximum The supply structure is central to the $QTC thesis. Around 27% of the supply was minted at genesis, approximately 5.67M QTC. Investor, founder and team allocations account for 23%, while the company allocation is 4%. The company allocation is locked for one year after mainnet launch, followed by a 36-month release schedule. Most genesis coins remain locked rather than burned. The remaining 73%, or 15.33M QTC, is reserved for mining. Standard block rewards and fees go entirely to miners, with no developer tax. Quantus uses a smooth emission curve, with rewards tied to the remaining supply rather than periodic halvings. With only around 272K QTC circulating, the market is still operating with a very small public float. As mining and circulation expand, the distribution of coins will become an important part of the network's development. ✤ 𝐙𝐜𝐚𝐬𝐡 𝐢𝐬 𝐭𝐡𝐞 𝐩𝐫𝐢𝐯𝐚𝐜𝐲 𝐜𝐨𝐦𝐩𝐚𝐫𝐢𝐬𝐨𝐧. 𝐁𝐢𝐭𝐜𝐨𝐢𝐧 𝐢𝐬 𝐭𝐡𝐞 𝐪𝐮𝐚𝐧𝐭𝐮𝐦 𝐜𝐨𝐦𝐩𝐚𝐫𝐢𝐬𝐨𝐧.: Zcash ( $ZEC ) is the closest established comparison: proof of work, a 21M supply cap and shielded balances. Its market cap is roughly $21B. Quantus sits around $36M on a circulating basis. Zcash demonstrated that there is a market for private digital money. Quantus is attempting to combine that model with post-quantum signatures from genesis. Bitcoin provides the other side of the thesis. It has the fixed-supply, mineable monetary model, but its current signature system could face a potential quantum threat if sufficiently capable machines become practical. The timing remains uncertain, and existing networks could migrate to quantum-resistant cryptography. Quantus is positioning itself for that longer-term challenge before it becomes an immediate concern. Quantus is still small relative to established privacy-focused networks, while its technical design targets both private transactions and post-quantum security. ✤ 𝐖𝐡𝐚𝐭 𝐰𝐨𝐮𝐥𝐝 𝐦𝐚𝐤𝐞 𝐭𝐡𝐞 𝐭𝐡𝐞𝐬𝐢𝐬 𝐰𝐨𝐫𝐤? Three metrics matter more than another quantum-themed announcement. • Mining concentration: Kryptex has reportedly produced around 70% of blocks. That is a major concentration point for a young proof-of-work network. • Supply entering circulation: Most genesis coins remain locked, and scheduled unlocks begin one year after mainnet. • Actual privacy usage: Watch hashrate, miner distribution, wormhole activity and sustained NEAR Intents volume. A 21M cap, proof of work, private balances and post-quantum signatures from genesis make Quantus a more coherent proposition than projects that simply attach a quantum narrative to an existing token. If mining becomes more distributed and wormhole balances see sustained use, Quantus has a credible niche to develop. Watch the hashrate, pool share and actual privacy usage, not just the quantum narrative. NFA. DYOR.
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🚨 LIVE ON KICK AT 8:30 PM EASTERN!!! 🚨 $500,000 STARTING BALANCE 💰 GIVING AWAY A MINIMUM OF $10,000 TO CHAT TONIGHT!!! Only streaming for 1–2 hours, so DO NOT MISS IT. SO FUCKING PUMPED HAHAHA. SEE YOU GUYS AT 8:30!!! 🔥
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$1,000 to someone who likes and re tweets this tweet below!!! Just spreading the news. LIVE 8:30 eastern Kick.com/stevewilldoit
🚨 LIVE ON KICK AT 8:30 PM EASTERN!!! 🚨 $500,000 STARTING BALANCE 💰 GIVING AWAY A MINIMUM OF $10,000 TO CHAT TONIGHT!!! Only streaming for 1–2 hours, so DO NOT MISS IT. SO FUCKING PUMPED HAHAHA. SEE YOU GUYS AT 8:30!!! 🔥
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When a chain runs, the thing that moves hardest is usually not the chain token. It is the exchange and the lending protocol built on top of it. So I went looking on NEAR. Only two projects are genuinely native to it, and together they are worth about 17 million dollars.
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Robots now perform surgery on an egg without cracking it, the precision keeps rising 🥚
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Instead of watching a 2 hour movie, watch these billionaires break down the state of crypto
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You NEED to develop a “Sense of Urgency”
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In case you didn’t know…👇
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I love his words.. 😍 Seek truth over comfort ALWAYS fam! 👇👇👇👇
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Why your child always pick video games over homework - Expert psychologist explains!
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S&p500 Gains $850 Billions in Market Cap: Albert Einstein
You Can Retire Using Weekly Options.
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"Three meals a day was created by the Rockefeller Foundation." "Your body thrives in a fasted state." "Don't buy into the three meals a day. It was created to keep you fat, lazy, and relying on the Rockefeller food system."
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