✝️🧍♂️🧍♀️👧👧👧👦✝️ 🌦️🌱 MI🏒🎣⛳🍄🏃👟⛪ Cocoa Beach 🏖️ = home way from home
Howell, MI
Joined February 2014
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PackageDonkey retweeted
Young white men (like me) do not give a flying fuck about boomer culture war shit.
"Trans the kids" fear mongering works for the folks on life support watching Fox at Sunrise Senior Living.
Address the cost of living crisis and stop endless foreign wars or SHUT THE FUCK UP.
PackageDonkey retweeted
Super intelligence is the occult representation of AI. As part of their rituals, naming their gods must be done as this legalism gives them permission because our silence is consent. Trump doesn’t know this but that is how he’s being used.
I have no idea why renaming AI is so bizarrely important to Trump. Nobody cares about the name he chose. Nobody is using it or will use it. And it’s not even technically accurate because “super intelligence” already had an agreed upon, widely adopted definition. This is the weirdest political hill to die on. It gains you nothing. Not a single ordinary American in the country, anywhere, cares deeply about making sure people say “SI” instead of “AI.” We are days away from a major election and this bullshit is the focus? Just baffling.
PackageDonkey retweeted
Another day, another country chooses Avalanche.
Kenya's National Examinations Council, @KNECKenya, is using Avalanche to secure academic certificates, combat forgery, and enable verification in seconds.
By using Avalanche technology, KNEC is solving real world problems at scale, in a way that wasn’t possible before.
PackageDonkey retweeted
BREAKING: Goldman Sachs is bringing its $100B flagship Treasury fund to Avalanche
The fund will be offered through Lynq, a private, permissioned Avalanche L1 used by 30+ institutional digital asset firms, including B2C2, Wintermute, Galaxy, FalconX, and Fireblocks.
This gives institutions a way to put cash to work between trades and earn yield without leaving the infrastructure they already use.
PackageDonkey retweeted
Helicon is live.
- Continuous Execution for a faster C-Chain
- Auto-renewing staking
- 48-hour minimum staking periods
- Stronger validator requirements
- A new reward curve designed to reduce AVAX issuance
Helicon brings more performance, better capital efficiency, and stronger economics to Avalanche.
Helicon is one of our biggest upgrades yet, and lays the groundwork for larger upgrades to come.
PackageDonkey retweeted
Some bears keep telling me I am bullposting. “$1,000 avalanche-2:native is cosplay.” “You post too much.” “Fantasy number.”
Cool. Here is my investment thesis. Numbers first. Story second. 👇
1/9
AVAX now: ~$11
Market cap: ~$5B
Circulating: ~443M
Hard cap: 720M
Fees: burned
$1,000 on circulating supply ≈ $443B
$1,000 fully diluted ≈ $720B
That is the print everyone is laughing at. Write it down. Now put it next to real pipes.
2/9
ICE (@NYSE parent): $87B
CME Group: $99B
@BlackRock : $149B
Those firms run one layer of one market.
AVAX at $1,000 is $443B for a multi-jurisdiction settlement network with a hard cap. That is not a meme multiple on a casino token. That is still cheaper than pricing the pipe like Visa.
3/9
Global listed equity: ~$152T
On-chain RWAs: ~$34B
Tokenized equities: ~$3 to $4B
Share of listed equity already on-chain: 0.003%
Citi 2030 tokenized-assets base: $5.5T
Citi bull / Ark / BCG range: $8 to $19T
You do not need the pie. You need to be the pipe a slice of that pie settles on.
4/9
Sept 17 the SEC defined it.
Not a wrapper. Not a CFD. Not “price exposure.”
The same stock. Dividends. Voting rights. Halt with the listing.
That is an issuer-sponsored security on a ledger. That is infrastructure. That is what Avalanche L1s were built to host.
5/9
US: ICE spent a year testing @avax for NYSE tokenized settlement. Not selected. Inside the room.
EU: @Securitize DLT TSS licensed on Avalanche.
Japan: Progmat STO register live. ¥452B on a dedicated Avalanche L1.
Korea: KSD + Hanwha rails. Phase 1 Feb 4, 2027.
Four books. One stack. AVAX in the middle.
6/9
Regional L1s. Validators = brokers, CSDs, transfer agents. Native ICM between books. No bridge custodian in the path.
A New York share Europe never listed does not need a wrapper. It needs the transfer agent to write the book and the other book to accept the signature.
After year one of live operations, leaving costs more than staying.
7/9
A market stands up an L1.
The intermediaries become validators.
They pay AVAX to stay in the set. Burned.
Cross-book messages hit the P-Chain. Burned. C-Chain settlement versus stablecoins. Burned. 720M cap. Every new country adds payers. Supply does not inflate into the TAM. That is the whole trade. Not “number go up because triangle red.”
8/9 Some fair comments why we are still early:
NYSE has not finally picked Avalanche yet.
The SEC exemption has volume caps.
Korea is 2027.
None of that makes $1,000 a fantasy. It makes $1,000 a valuation of the pipe, not a casino multiple.
9/9
If you still think I am just bullposting, you are pricing a token. I am pricing the settlement layer of the next market.
🔺
No financial advise. Just my personal thesis. Follow me for real daily Avalanche updates.
PackageDonkey retweeted
6 years of Avalanche 🔺
6 years of innovation, persistence, determination, setbacks, challenges, growth, passion, and 6 years of you.
Thank you for being on this journey with us
PackageDonkey retweeted
The smartest thing Avalanche has done in the past year is ignore the community cries to pump their memecoins and focus on what they're actually good at - rather than playing second fiddle to Solana or RH.
The most successful L1s will have a clear identity and own it.
AVAX's brand has always catered to Wall Street and corporations, and there's absolutely nothing wrong with that. The expensive mistake was trying to do the whole memecoin and Gen Z thing when nothing about their brand or culture exuded that.
Own your brand.
JUST IN: $800B+ New York Life Investments has chosen Avalanche ($AVAX) for its first tokenized investment fund.
Its High Yield Corporate Bond Strategy will launch onchain through Centrifuge as Wall Street continues pushing deeper into tokenized real-world assets. 🔥
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Dig it..
Shoe0nHead: "Personally, until there's a Democratic Party that isn't prisoner to identity politics, or isn't completely cucked by race grievance, I'm not a Democrat.
And until there's a Republican Party that actually cares about workers, and isn't completely cucked to a certain foreign country, I'm not a Republican."
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PackageDonkey retweeted
LEAKED: Following his disastrous debate with Candace Owens, Andrew Wilson was summoned to a private meeting with the people who sent him.
We have obtained the footage.
JARS WIDE SHUT
🤖 Made with AI
What we need in '28 – at Oceola, MI
Yes, the gold is there all (approximately) 147 million ounces. It is impressive, but the real point is what it still teaches in 2026.
In 1971 we severed the dollar from gold. Since then the currency has lost roughly 85% of its value. Prices are higher because the money itself is weaker.
A family making $50,000 with two kids that has not received a 25% raise in the last five years is falling behind.
This is now often called “affordability,” but the the accurate word is inflation.
We run annual deficits of two trillion dollars. The Federal Reserve buys about a third of that debt by creating new money. Every new dollar dilutes the value of the dollars already in people’s pockets. Gold does not expand when Congress spends. Paper does.
That is the difference.
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PackageDonkey retweeted
Yes, the gold is there all (approximately) 147 million ounces. It is impressive, but the real point is what it still teaches in 2026.
In 1971 we severed the dollar from gold. Since then the currency has lost roughly 85% of its value. Prices are higher because the money itself is weaker.
A family making $50,000 with two kids that has not received a 25% raise in the last five years is falling behind.
This is now often called “affordability,” but the the accurate word is inflation.
We run annual deficits of two trillion dollars. The Federal Reserve buys about a third of that debt by creating new money. Every new dollar dilutes the value of the dollars already in people’s pockets. Gold does not expand when Congress spends. Paper does.
That is the difference.